Physiomics Share Discussion Threads

[hodhasharon] 07/9/2020 15:10

Oh I forgot, albert has see his Work Coach today, or he's incur sanctions on his benefits. Hope he gets something suitable, like....(suggestions welcome)

[hodhasharon] 07/9/2020 14:54

Can I have your view on REAT please albert?

Would like particularly like to get a target out of you.

Cheers

[spudyoulike] 07/9/2020 14:30

He exercised options and sold a few to cover costs.

[1airbag] 07/9/2020 13:57

What's the deal with the director?
Why did he sell shares to raise cash to buy 3 times as many?
These things are all done for a reason.

[tonytony4] 07/9/2020 12:42

Some Val profits will be making its way here! gla

[hodhasharon] 07/9/2020 12:37

I'm back with Stig.

[the stigologist] 07/9/2020 12:35

Why PYC Physiomics stock could EXPLODE higher in September 2020

Share Price : 8p
Shares in issue : 97m
Market Cap : £8m
Cash : £1m
Revenue : £0.8m p.a.

This comment (see Fig.1) was shared on VAL Valirx BB's this weekend

Clearly knowledgeable VAL investors are very bullish on the upcoming VAL201 Phase I/II Clinical Trial results in Prostate Cancer (due in next few days/weeks)

IF (still a big IF) VAL201 results are good they look like they will be in prime position to licence their VAL201 drug to a Big Pharma

THREE/FOUR MAJOR POTENTIAL POSITIVES FOR PHYSIOMICS from Valirx's VAL201 success

1. IF VAL licence VAL201 Physiomics are entitled to 'Share of ANY licensing income' (licensing income includes i) Upfront fees ii) Development Milestones iii) Royalties when drug goes on Commercial sale. This could be UTTERLY TRANSFORMATIONAL to Physiomics finances and business.
See Fig.5 for examples of Pharma licensing deal values. Any FREE share of those sort of revenues in event of VAL201 showing good results in Phase I/II and then being licensed to a Mid/Big Cap Pharma will be HUGE news for £8m Market Cap ; £0.8m revenue / P&L breakeven Physiomics.

2. IF VAL201 is successful it will have proven that VAL's approach of SRC Inhibition is important and successful this is likely to lead to
i) VAL using Physiomics modelling and simulation knowledge of SRC Inhibition pathways for further work on VAL201 or improved 2nd generation devleopments of VAL201, this may also mean more Modelling and Simulation work from whoever VAL partners VAL201 with

3. Physiomics success in Modelling and Simulation of the SRC Inhibition pathway may also mean other Cancer drug companies working on this pathway also come to Physiomics for help in developing their drugs. It is worth noting
i) The biggest currently selling Prostate Cancer drug is Astellas's Xtandi (about $2bn+ p.a.)
ii) Physiomics recently signed up Astellas (19th Largest Pharma in the World) as a client on a mystery cancer drug project

4. There are suggestions that SRC inhibition is important in other disease pathways. Maybe even Covid19. Could Physiomics knowledge of these pathways and work at the leading edge of Cancer modelling with likes of Merck and Astellas help Companies in their investigation of other SRC Inhibition drugs? Or Combining SRC Inhibition drugs with leading Immuno-Oncology drugs such as Keytruda/Opdivo ?


Fig.1 Grace83 post on VAL LSE BB



Fig.2 Valirx/University College London poster presentation on VAL201





Fig.3 Physiomics tweet in August mentioning VAL201 and their other work with Cancer drugs which are demonstrating potential COVID efficacy



Fig.4 Valirx CEO Suzi Dilly confirming that the Valirx-Physiomics revenue share agreement dating from 2011 remains in place



Fig.5 Potential Upfront Licence Fees Pharma Companies Pay in Phase I,II,III deals (2011-16)

[tonytony4] 07/9/2020 12:09

MM's collecting share imo... Hold on tight if you can don't let shorters steal your shares...

[tonytony4] 07/9/2020 11:14

Very sad to see derampers deliberately spouting false information! But then again that's what they get paid for.

[davevt] 07/9/2020 10:35

Hod, that's exactly the point. If the share was going to go high, I'd buy in now wouldn't I.

The only safe way you can buy in is at around 4, and sell at say 6 or 7, and even that still has risks.

[hodhasharon] 07/9/2020 10:00

Genuine question dave. If things are so bleak here, why are you ready to 'invest' at 4p?

[davevt] 07/9/2020 09:55

And no jung, as I've said many times, they charge 35k per cancer drug, so it depends how many drugs Astellas have.

You're the kind of idiot that probably thinks it should be 30p if Glaxo used pyc aren't you. Even if they only had one drug, which is again charged at 35k.

So many clueless 'investors' on here, which is tragic. How can you be investors when you have no idea what companies do or their business model?? Seriously.

[davevt] 07/9/2020 09:52

It's not good that the group holds ten percent of the stock is it...that's ten percent of stock ready to be sold, saturating any rise.

Well done Stig and fellow rampers, solid work 😂😂

[the stigologist] 07/9/2020 09:40

By the way PYC Twitter account retweeting an August Cyclacel tweet this morning.

News incoming on VAL and CYCC deals?

[the stigologist] 07/9/2020 09:39

The Telegram group has 169 members

33 have anonymously volunteered info on their holding size

Seems the group holds close to 10% of entire PYC stock

[jungmana] 07/9/2020 09:15

That Astellas contract alone warrants a 10p+ share price here. Add all the other contracts and agreements and imo A tripling from this level would be about fair price.

[1airbag] 07/9/2020 08:34

Added this morning

[hodhasharon] 07/9/2020 08:13

The market favours Stig's version of the truth by the looks of it.

[hodhasharon] 06/9/2020 19:33

Signing on time?

[albert3591] 06/9/2020 19:32

Early meeting tomorrow a.m. maybe home at 3.30 to see the carnage.

[albert3591] 06/9/2020 19:30

Please post it make it accurate or it will cost,you have got it post it.

[albert3591] 06/9/2020 19:28

How much tomorrow girls,I say a rise due to rampers followed by a fall.We will see if the suckers are learning.

[hodhasharon] 06/9/2020 19:27

Maybe it’s time to post my evidence.....I’;ll sleep on it.