Physiomics Share Discussion Threads

[jusjusjus] 23/7/2020 16:03

Just re-reading RNS's, 3 directors spent only £11k during the 3.5p placing, while this contract was still being negotiated. Seems quite paltry, unless this contract is quite paltry?

[datait] 23/7/2020 16:01

The drop will continue each day until we get news of dilution.

[datait] 23/7/2020 15:53

Told you this was not going to move up, market makers have locked many in so expect a share dilution next news then it falls back even further.

Thats aim for you.

[bones] 23/7/2020 15:18

Only cancer drugs? Clearly unimportant and a waste of space!

[davevt] 23/7/2020 14:43

Ant, you have zero idea what this company does.

It's a 20 year old company, with tech so old it's patents have expired.

It's never made a profit, ever, still doesn't, and isn't really meant to, it's an offshoot of an old Oxford lab collaboration.

All they do is work out dosage calculations for known working cancer drugs. Something drug companies already do, as well as all the other way way way way advance Bio simulations companies that actually design drugs.

This is why pyc hardly has any customers and does less revenue than your local convenience store.

It doesn't use 'a.i', it just uses estimation tables to choose the best amount of a drug to administer. Where did it get this data from? From pharmas sharing their own data to allow them to make more accurate models, but that's how they work. They need the pharmas data, hence why they can't charge much.

35k per drug.

In it's field, it is RIGHT AT THE BOTTOM, and offers a non essential service, as I stated above, drug companies already do what pyc does. It only offers dose calculation for CANCER DRUGS ONLY, all the other advance simulation companies, not only design drugs and do dose calculations..but for ALL types of drugs.


1. Pyc only works on cancer drugs, evident from their website.
2. Their tech is SO OLD.
3. Their team is mostly young post grads.
4. They don't care about making a profit as wages are paid by placings.
5. 20 years, no profit. Now they have even more advanced competition, so even more of a struggle. Hence why the new start ups are doing 80 million revenue, and your local petrol station does more revenue than pyc.

[the stigologist] 23/7/2020 14:42

ant15

great to have your wise counsel and experience on this BB

could I ask your opinion on Tempus ?

It was set up specifically as a Personalised Precision Oncology company due to the Founder/CEOs experience after his wife contracted cancer. It seems a real mission on his part. I'd imagine Physiomics would be an ideal partner for them.

Would be amazing partner given Tempus have ex FDA Governor Scott Gottlieb on their Board !

[the stigologist] 23/7/2020 14:39

Two day cumulative volume here of c. 60 million shares !

Given the VWAP (Volume Weighted Average Price) will be around c.12p it should set a new higher base value for this Company prior to the news I expect to see over comings weeks including a Trading Update and the announcement re new Large Pharma

[the stigologist] 23/7/2020 11:49

Here's the Company Brokers lauding ExScientia as a valuation comparator for Physiomics

Wait till they get a load of Tempus

That is our information asymmetry arbitrage or edge against other market participants. We have heard of Tempus.

[albert3591] 23/7/2020 11:27

Flashheart,did your juicy contract materialise yesterday?

[flashheart] 23/7/2020 11:21

It would appear there is a large buyer in the market. Yesterday afternoon couldn't get a sell quote for 25k but this morning they will take 300k off me above bid. Obviously not selling though for what we have in store.

[tmmalik] 23/7/2020 10:50

Sorry 8.70

[hodhasharon] 23/7/2020 10:43

300p (and the resulting Mkt Cap) would not be remarkable in this space.

[hodhasharon] 23/7/2020 10:42

This is going to blow again.

[the stigologist] 23/7/2020 10:40

Cyclacel liked one of my tweets from yesterday about them and PYC. Cyclacel only joined Twitter in June and they've been tweeting up a storm about Fadraciclib. I don't think the market has appreciated what a breakthrough this is. Brilliant for Physiomics being at the forefront of developing whole new pathways to tackle Cancer. Even if we don't get direct royalties we will be in huge demand with our modelling expertise now from other biotechs/Pharmas either utilising CDK pathway or combining their drugs with CDK pathway drugs (likes of Merck, AstraZeneca, Amgen etc)

[the stigologist] 23/7/2020 10:32

Some potential newsflow to come

- Trading Update for y/e June 30th

- New Large Pharma customer reveal/size of contract etc

- Potential partners for Personalised Medicine project 'in early stage discussions'

- Progress on Regulatory Approval for Precision Dosing Prostate Cancer tool in UK and elsewhere

[the stigologist] 23/7/2020 10:16

Don't call me shirley

[flashheart] 23/7/2020 10:14

8.7 surely

[tmmalik] 23/7/2020 10:12

Seems recovering towards 12 ,let see Added more at 7.80

[thehitman1] 23/7/2020 10:08

Did someone shout 1.00 from the roof tops yesterday?. where is he today?.

[thehitman1] 23/7/2020 10:07

so where is 1.00 pound?.