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We are now around four months into Peter Sargent's time at the helm. All the key initiatives that are currently work-in-progress - DosemeRx, Beyond Blood, Bio-statistics and also the numerous major contract relationships - result from JM's time as CEO

Under Peter's leadership we have had the move to appoint an in-house 'Head of Modelling' and a deliberate drive towards attending more conferences/events with a view to growing the reputation of the company within the industry and its pipeline. No doubt he will be working hard behind the scenes on new initiatives in order to make his mark and take the company to another level

I believe there are exciting times ahead

Ant, it would be great if you could try again to have dialogue with PYC. I have no doubt that Peter Sargent would be very receptive to any comments and suggestions you have for progressing the business

It seems to be a not uncommon occurrence across AIM. I have always suspected small groups of traders working in unison for small margin gains. Another scenario is someone forward selling of placing shares (is it legal ?) but see no reason for this to be a factor here. Markets often makes no sense and can be very murky

A few days ago PYC referenced a link to this recent article which suggests that 'Personalised Circadian Medicine Will Likely be a Game Changer in Oncology'

https://www.sciencedirect.com/science/article/pii/S2452310024000027

They have followed this up with a post yesterday which links to a detailed study carried out for AACR 2008 covering a Circadian Clock Model

https://www.physiomics.co.uk/wp-content/uploads/2019/04/Poster_AACR2008_no801_13April.pdf

Looks like PYC could be well positioned to take advantage of their specialist knowledge in this important area of research

Clearly disappointing news in the short term, but more encouraging longer term if the delayed contracts are signed off as expected

Surprisingly low volume traded - looks like most, like me, are staying put

The following report suggests that pressures on European cancer treatment are likely to grow significantly with 40% of specialist oncologists predicted to retire/leave over the next 5 years

https://www.rcr.ac.uk/media/hplj0uth/rcr-census_clinical-oncology-workforce-census_2022.pdf

'The need for novel oral cancer drugs, take at home and in the community, will only grow as hospital systems become more overloaded, and the numbers of specialist oncologists continues to decrease'

Must be some real opportunities here for PYC

Good to see Physiomics among the companies listed in the report

Ant, thanks for your excellent contributions which are most interesting and welcome

PYC have been banging the drum for personalised medicine for many years. They should be well placed to take full advantage now that the industry has finally recognised its huge potential opportunities and benefits

DosemeRx have posted this which suggests they have strong growth ambitions and would be an excellent partner if PYC are able to strike a commercial deal with them

https://doseme-rx.com/news-media/article/doseme-expands-global-footprint-in-australia

On a recent IMC presentation JM mentioned that 'at the point when we mutually decide that we want to move to a commercial phase that will be quite quick because Doseme clients use the tool on a Cloud-based system and it doesn't require a complicated and lengthy roll-out'

I was a bit unsure when the company announced that it was initiating a company newsletter

However, I have been impressed by how much relevant news has been contained in the first few issues. It is a credit to the determined effort PYC are making to improve the profile of the company. Lets hope this continues in the near term with details regarding the Head of Modelling appointment, maybe an update on the G-CSF project, some important news on the Biostatistics initiative, contract announcements etc. Exciting times for those with a genuine interest

Dr Putcha was appointed as Head of Bio-statistics on 3rd October, 2023. Over six months later and we have heard nothing and he does not appear on the list of Team members on the company website

Maybe he is being kept back for the big Bio-statistics update promised sometime before 30th June ?

Not as yet, but will consider doing so

I have noted this before, but there is a similarity in parts of the wording used by Physiomics and Valirx. I feel it is not a coincidence. Here is the latest example :

PYC tweet 4th April 'Our latest news roundup .....' whilst Valirx tweet 9th April 'Welcome to the latest edition of our news roundups'

JM commented in the most recent IMC presentation that 'our financial and operational success is not dependent on what happens at Valirx'. I would take this to mean that there are no imminent plans for any closer ties between the two, which is good to know

Very early days I know, but the benchmark by which I will be judging Peter Sargent's performance as CEO is the company share price. Price on the trading day immediately before he was appointed (21st January) was 1.80. Price now 1.10

I like what I have seen and heard to date in his presentations and I am hoping that this now starts to feed through to the share price and we get back to at least the pre-appointment levels by financial year end. Some quality RNS releases are

what is now needed

Extremely disappointed that Angel Investor and NED Shalabh Kumar has not put his hand in his pocket and taken a decent chunk of shares by now Same for the rest of the Board of Directors who are happy to accept free options or take shares in a knock-down placing but show no enthusiasm for investing at full price like the rest of us lesser mortals

It would be an excellent way for the BOD to prove to the new Principal Consultant - Head of Modelling in no uncertain terms that they genuinely have big ambitions for growing not only sales but, more importantly, shareholder value

I agree. Patience should be well rewarded IMO

Project runs until October 2025. Presumably there will be indications much earlier as to the success of the trials

Interesting that DoseMeRx have reposted this PYC tweet :

'Check out this insightful article from our partner @DoseMeApp highlighting the vital role of #precisionmedicine in #oncology and beyond'

I feel that a commercial deal between the two companies is likely if the G-CSF trials go well

Same here, I have close to 1% and holding

Applications for position now closed. Important they get the right candidate for this key role