Video of "PYC Investor Update Q2 2024 on 09 May 2024"The...

Video of "PYC Investor Update Q2 2024 on 09 May 2024"



The highlight of this Investor call are as follows:

PYC has entered the transactional window – creating optionality with respect to access to capital. Stifel Biopharma reported on 29 Apr 2024 that “Mid-clinical-stage M&A leading the pack - We are seeing much more M&A this year in Phase 1 and Phase 2 than before. There are fewer platform and Phase 3 deals happening and fewer deals happening at the approved stage”.

RP11 drug represents an attractive commercial opportunity for PYC. According to Endpoints News, “The market opportunity is significant, despite CIDP’s low prevalence in the US of less than one in 100,000 people. Vyvgart Hytrulo could reach up to $1.5 billion in global peak sales by 2030 for CIDP alone, TD Cowen analyst Yaron Werber wrote, using the current $225,000 price tag in his calculations”.


PYC has refined the inclusion criteria for the Single Ascending Dose (SAD) and Multiple Ascending Dose (MAD) studies. The Company is focusing on early-stage patients and visual fields to prioritise patients who are likely to demonstrate the most rapid response to VP-001 for treating RP11 in the lead up to the design and execution of the registrational trial. This doesn't mean that the drug would not work for late-stage patients, just their deterioration is slow and it might take months for efficacy to show, On the other hand, younger patients have more rapid deterioration and the RP11 drug could bring noticeable visual acuity in a short space of 4-8 weeks as reported by a patient who does a lot of screen work.

The Presentation Slides Pack is available at https://app.sharelinktechnologies.com/announcement/asx/2bb4042b1647f8658d7c3508f3a3a7d5

If you appreciate my effort, please hit the Like button in Youtube and the Good Analysis buttons below