turbulent times with fear pervading most stocks I own.
I take comfort in:
1) good delivery team - good/proven leaders with close to 70 scientists across 9 programmes - diversified across multiple modalities/indications
2) strong lead selection process - evident in VP-001, and you can see it in the care in a fine tuned economic-science cost/benefit analysis before commiting shareholder $… this is not evident now, but will be evident in years to come
3) zero to one upside (or 10x+ return) - success on any of the 9 shot will make PYC a $1 company, having multiple strikes on goal will further multiply the upside
4) chance to establish the RNA therapeutic gold standard for retinal drug delivery, and potentially CNS
buffer in place:
- $43m cash reserve; multi-year runway to take VP-001 to market - top 20 holds 60%; remain unflinched - meaning mainly retail sell downs - infant industry spectacular growth profile; nucliec acid based theapries are still at its infancy - PYC can share in outsized growth if it can execute its current programme of work successfully
PYC Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
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