Physiomics Share Discussion Threads

[aberystwyth] 06/10/2020 09:23

T.W.A.T pesky trader .... all I have to say

[davevt] 06/10/2020 00:08

Stig, those two companies already do what pyc do....and for ALL drugs, not just cancer ones.

In fact all simulations companies do what pyc does.

That's why those companies have all the customers, all the revenues, all the market caps...and pyc doesn't.

Pyc do one little thing and one thing only. They work out optimum doses of cancer drugs...not for the general public....just for test subjects in clinical trials.

That's it!

[the stigologist] 05/10/2020 21:46

Today's Presentation and the Hybridan note have opened my eyes to the incredible potential here

Sod 100p. I now think MULTIPLES of 100p could be possible.

The two Companies Hybridan compare us to are

1. In Modelling/Simulation - Simulations Plus $1.4bn !
2. In Personalised Dosing - Tabula Rasa $1.0bn !

What would PYC give to those Companies ?

They could roll out PYC software as an addition to their current Customers
They could sell their own products into PYC customers/Europe

Potential for huge 2+2=5 type synergistic deals which create huge amounts of value

No wonder after doing multi-million deals elsewhere Dr Millen alighted upon PYC to be the Company he led to making his name in this Industry

[davevt] 05/10/2020 20:09

So, what's you're saying is, all of that above is already priced in then, if we know about it...

[the stigologist] 05/10/2020 19:37

Some pretty big transformational catalysts coming here

Snippets from Hybridan 8 page note :
"Strongest ever pipeline as proprietary personalised medicine tool for prostate cancer heads to the clinic")

1. Breaking £1m revenue barrier - "We see our total income projection of £1m for FY June 2021 as undemanding and are forecasting a relatively flat net loss of £67k"

2. NHS PTTU Trial to start - " trial is now expected to start in Q4 2020 and will last up to 12 months"

3. Personalised Dosing Tool Commercialisation Partner - "In parallel, the Company is focused on finding an appropriate commercial partner to gain any required regulatory approvals to make the tool available in a real-world clinical environment and, to this end, the Company is also in discussion with a company with an established presence in this field" and "This part of the business offers some very lucrative blue-sky opportunities, with the potential to develop dosing tools for other treatments and indications."

4. Valuation vs Simulations Plus (SLP) with SLP cashed up with $100m and on the lookout for Strategic Acquisitions - "Physiomics shares have continued to perform well and now trade on an EV/total income of 6.4x. However, we believe the Company has the balance sheet it requires to grow its modelling and consultancy business to a considerably larger size. There are some very punchy multiples in the space such as Simulations Plus (NASDAQ:SLP)on a 2020 EV/revenue of 35.3x and a PE of 155x. Simulations Plus is not afraid to pay rather hefty multiples for strategic acquisitions.

5. Potential to grow revenue by MULTIPLES - "Physiomics’ client list is a very small proportion of its addressable market and we believe that the Company’s consultancy arm has the potential to grow to a multiple of its current size."

6. Valirx VAL201 Upside risk-sharing - "Whilst the model is now almost exclusively one of a services provider, Physiomics has historically entered risk-sharing arrangements with the likes of ValiRx (VAL.L). This week a candidate that benefitted from the use of Physiomics’ Virtual Tumour Technology, VAL201, for the treatment of advanced prostate cancer, had headline results announced from a recently completed Phase 1 / 2 clinical trial showing an overall response rate of 54.5% and favourable safety and tolerability data. ValiRx expects the full trial report in Q4 2020 and intends to share these results with potential industry partners to evaluate all options for further clinical development of VAL201. This represent an opportunity to further validate the Physiomics platform and potentially a share of any future development deal."

7. Precision Dosing offers VERY EXCITING UPSIDE - "With a clinical study being funded by non-dilutive capital, the precision dosing side of the business offers some very exciting de-risked upside. Precision dosing in the real world is still in its infancy, but it has the potential of materially improving the tolerability and outcome of many therapies. This is an area attracting the attention of larger players as exemplified by last year’s completion of the acquisition by Tabula Rasa (NASDAQ: TRSE, Market cap US$1.2bn) of DoseMe, the developer of DoseMeRx™, an advanced precision dosing tool that helps physicians and pharmacists accurately dose patients’ high-risk parenteral medications based on individual needs, resulting in significant improvements to mortality, risk, and patient outcomes. It was noted by Tabula Rasa that every year, over 2 million serious adverse drug events occur in hospitals in the US alone, costing an estimated $177bn – more than the total cost of cardiovascular or diabetic care across the US."

8. Collaboration with Larger CROs - "Physiomics remains in ongoing discussions with several large Contract Research Organisations (CROs) relating to potential collaborations."

[albert3591] 05/10/2020 15:24

Level finish or red?

[tmmalik] 05/10/2020 12:05

Sorry I missed first 20 min any question around new contracts which were in progress mentioned ?

[davevt] 05/10/2020 11:55

Hopefully the rampers will actually learn what the company does...or more importantly, doesn't do..

[36jay] 05/10/2020 11:18

Strong buy signal.215 k buy and decent buys going on.Presentation going on at the moment.

[davevt] 05/10/2020 10:47

Pyc are nothing like simulations plus.

Their cagr is irrelevant, because their revenue is so low and so unsuccessful.

You're comparing a company has less revenues than your local off licence, to ones that do 40 million. 1 percent growth rate of simulations plus is the equivalent of 50 percent of pyc 😂

[the stigologist] 05/10/2020 10:02

Hybridan in latest 8 page note acknowledge valuation discrepancy with Simulations Plus who have a $100m+ war chest raised in August for 'Strategic M&A'

PYC Mkt Cap £7m ; EV/Rev 6x
SLP Mkt Cap $1400m ; EV/Rev 35x

PYC has achieved higher CAGR over 3 years 50%+ vs 15-20% for SLP

[the stigologist] 05/10/2020 08:22

PYC in focus ahead of today's Investor Presentation

Like the sound of that 19p target (but Fundamentals suggest potential for 100p+ to me)

[chicken charlie] 04/10/2020 21:26

stig many thanks for your input very helpful

[the stigologist] 04/10/2020 16:11

Good chart



#PYC 7.26p confluence and confirmations here with a Hammer at the 100sma, key Fibonnaci level 0.38 and a rising trendline as support. Not only that but the stochastic is indicating 19.00 coming out of o/sold.

All in all high probability that the pullback is over. I like this 1.

[albert3591] 04/10/2020 14:28

Took your time for the Sunday pump.

[the stigologist] 04/10/2020 13:50

UPS

PYC Physiomics

Mid 7.25p

1. Investor Presentation Monday 5th October 11.00am
Investors can sign up for free




2. In discussions re Collaboration with several large CROs (contract research organisation)

3. In discussions with Established Players in Personalised Medicine to commercialise Precision Dosing tool

4. Access to free carried upside on Valirx (VAL) Prostate Cancer drug VAL201

[dplewis1] 03/10/2020 16:49

Give it a rest lads..