The duality of the challenge.
Sounds kinda naive/self interested - but the best corporate and strategic defense for PYC is a rapid rise in its share price to close the 3x valuation differential between comparative US peers - before we:
1) announce the CNS candidate
2) file for IND and before we do a deal or cap raise.
A $0.48 to $0.64 valuation for PYC by Christmas puts us in the A$1.5B-$2B MC range (I.e. US$1B+ category) driven by 2 catalysts:
1) Tox NHP success for VP-001, nearing IND 50% probability ascribing milestone
2) Synergistic value translation to VP-002 - I.e. validating PYC delivery platform
As investors, similar we have a dual challenge:
1) Scientific translation challenge - convincing the market that our dual platforms have a pre-clinical stage edge underpinned by our unique ‘actual’ patient derived tissue engineering workflows/models of efficacy (structure + functional) - I don’t think our competitors have this, and I believe we are underselling our relative position in having a moat to to bridge pre-clinical and clinical (potential world first if repeatedly and scaleable between multiple ocular lead candidates)
2) Valuation translation challenge - I think where we can do better is to actually convince on market buyers of PYC ASX traceable securities of the above scientific edge / value - as well as prospective future Bio banks / partners. We need simple concrete translation - be it a simple broker report (ideally tier 1) where a leading followed life sciences equity analyst /researcher slaps a $0.70 valuation based on current data/facts/near term milestone.
Getting PYC to $0.70 ASAP is the best corporate strategic defense and to position us to leverage
1) future partner deals
2) self development/expansion of dual platform ie 10% cap raise at $0.70 = $200m war chest to develop CNS and other candidates
Investors operate on many levels and consume differing levels of data/research - so it’ll help if we can all simply arrive with confidence that PYC is worth about $0.70 if one were to deduce all data points available today
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Mkt cap ! $653.2M |
Open | High | Low | Value | Volume |
14.0¢ | 14.5¢ | 13.0¢ | $1.446M | 10.38M |
Buyers (Bids)
No. | Vol. | Price($) |
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3 | 252759 | 13.5¢ |
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Price($) | Vol. | No. |
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14.0¢ | 113762 | 2 |
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No. | Vol. | Price($) |
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3 | 252759 | 0.135 |
10 | 902883 | 0.130 |
7 | 553701 | 0.125 |
8 | 594999 | 0.120 |
3 | 205000 | 0.115 |
Price($) | Vol. | No. |
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0.140 | 113762 | 2 |
0.145 | 1772492 | 12 |
0.150 | 995500 | 12 |
0.160 | 29077 | 2 |
0.170 | 103000 | 3 |
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