PYC 2.70% 19.0¢ pyc therapeutics limited

Not Impressed, page-20

  1. 932 Posts.
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    Don’t be too concerned, this is my non-financial advice/comforting words to you;

    stick to the calculated game plan - we are a little known minnow in Perth, I am personally treating the market’s ignorance of PYC as a gift.

    A) calculated known knowns where I think the ASX market has priced (a little bit) into our market cap;

    1) VP-001 is a v.high probability (low risk of failure) blockbuster candidate ($1b+ target market)
    2) VP-002 will ride/leverage VP-001 GLP data and be similar probabilities/commercials (same if not bigger risk reward ratio)

    B) known unknowns tha I don’t think the ASX markets has priced even a little bit into our stock:

    3) 3rd ocular target abit of a mystery now; but will help PYC cross-over from a IRD biotech to common disease ‘retina’ ocular biotech (I.e. targeting larger markets such as AMD etc)
    (dark horse, ASX market doesn’t really believe )

    4) CNS pre-clinical data points - PYC has a hard working army of scientists, a breakthrough discovery here will propel us to become a serious mid-rank global RNA therapeutic contender (darker dark horse - extreme rewards, ASX market currently pricing zero probability)

    Add up the above 4 points, and that should guide you in whether to go gently into the night…
    Last edited by Linsanity: 31/01/22
 
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