Member Info for TRENCH123

I would say it's a buy, but not particularly fussed

If they are giving 1.29 for 500k for a larger sell then could suggest some behind-the-scenes demand. Maybe Peter Sargent after a few million (joke)

Current price range is 1.23 -1.33 for modest amounts

In the recent presentation, JM touched on the development of the PYC precision dosing tool to predict GCSF levels (currently subject to Innovate-funded trials involving Beyond Blood/Blackpool Hospital) and also mentioned that they were in discussions with Dosemerx to see whether there may be 'some way to work with them to gather more data'

I get a feeling that both Dosemerx and PYC see good potential here

PYC now showing 'X' link to Dosemerx Precision Dosing article with this additional comment :-

'we're proud to be working alongside @DoseMeApp in advancing this field, leveraging mathematical modelling and clinical decision support software to tailor drug dosages and improve treatment outcomes for cancer patients'

I feel that we should get a decent update on progress with the Dosemerx partnership over the next few months

Spoke too soon. Why would someone buy £5.00 worth @ 1.40 ?

Never quite understood why market makers are prone to exaggerate the true bid-offer range. Clearly the current range here is around 1.21-1.29 and not 1.20-1.40 , as shown

Are they trying to dissuade buyers for some reason or is it just laziness on their part. Surely they are depressing interest and potentially losing some commission as a result

At one time Adam's comments would have resulted in a market response. People understandably now more sceptical

Good article issued recently by PYC partner DosemeRx on the future of Precision Medicine

https://www.pharmexec.com/view/precision-medicine-investments-and-outcomes-expected

Peter Sargent mentioned that there were 'some exciting developments around the Doseme partnership' and Jim commented in this regard to 'watch this space' Makes for an interesting update in due course

I tend to disregard disproportionate movements on small volumes. You have to remember that a lot of holders on AIM these days are very nervous and don't invest longer term

Be good to see Dr Peter Sargent buy a decent chunk of shares now the interim figures have been released. That would send out a positive message to the market

DeBull that is an interesting article

GCSF is a widely used and very expensive drug. JM mentions in one of his presentations that the tool PYC is working on developing is aimed at providing guidance to clinicians on the use of GCSF, as to when would be the right circumstances to use it and when not. This could potentially be valuable in terms of optimising the use of GCSF and potentially saving money and healthcare resources for payers

The Japanese company Kyowa Kirin’s product is a GCSF drug called GRAN. This works to ‘selectively increase the count of a type of white blood cell called neutrophil, as well as increase their functional efficacy. This enables a quick recovery from neutropenia occurring as a result of cancer chemotherapy ..’

I assume that the tool PYC are developing could provide a more accurate basis and more costs effective way of prescribing GCSF than is already in the market place

I did notice that Jim was rubbing his head a bit at times, but maybe he was not 100% on the day

His explanations were well thought through and meticulously explained, as has always been the case. I don't think Jim is the type to take offence and he still has so much to contribute to the business. He is still a key player here

Tweet showing Dr Sargent in front exhibitor board showing Physiomics name five times

I like this guy. He is confident and not afraid to make changes. Seems to have a clear plan for success. Good to see Peter and Jim working well together

12.00 noon today

I don't particularly care for the blame culture prevalent in society these days. There has been no suggestion of any criticism of Suzy by Adam in recent months so I would have to assume that he is relaxed about the way things are progressing

I suspect Suzy is working damned hard to make things work and getting nothing but criticism for her efforts. If the products are good enough then Suzy will be able strike a deal, if not the share is dead and there would be no point buying in at a knock down price, as some have suggested

Highest daily volume since 5th January. A glimmer of hope for LTH's

Charts are of little or no value in small companies IMO

We're pleased to announce that we're sponsoring #WorldADC 2024! 🎉Meet our experts, Dr. Pete Sargent and Hayley Close, to discover how we can accelerate your #ADC #drugdevelopment journey using cutting-edge PKPD & QSP modelling techniques: https://physiomics.co.uk/world-adc-event-london/ @World_ADC #PYC

I was aware that he has other non-executive directorships which he openly admits take up very little of his time

The position at Karganera is as an executive one, unlike that at PYC

Https://www.kargenera.com

Jim Millen is a Director here. Has he been fully focused on PYC in recent months ?

The 600k spent is of no relevance now. It is what the lab can achieve in the next 12-24 months which is important. If it is years away from break-even/profit-making then fair enough lets make the decision to stop now

Adam's presence on the BOD would be far more valuable than any of the NED's proposed. His judgment as to whether to keep the lab or not would be invaluable

I would not be ditching the lab at this stage. I am impressed by the way Inaphaea has been set up in a very professional way by Suzy and her team. The people running it are competent and experienced. Adam was enthusiastic and very supportive of this initiative, so it needs to be given a chance

I agree on some changes, but a completely new BOD would be disruptive and counter-productive