Physiomics Share Discussion Threads

[the stigologist] 20/10/2020 13:18

Here is last nights BBC One Show

Very positive on Immuno-therapy v Chemo-therapy

PYC is going to be the future

29 minutes 50 seconds in

[albert3591] 20/10/2020 09:35

Not dropped yet,it won’t be long now.

[albert3591] 19/10/2020 16:05

It will not help this basket case.

[the stigologist] 19/10/2020 15:39

BBC One Show may be interesting tonight

[albert3591] 19/10/2020 14:56

And a bit more misery and torment.

[albert3591] 19/10/2020 08:37

Nice start to the week then girls

[albert3591] 19/10/2020 06:17

Not the same as you

[hodhasharon] 18/10/2020 19:45

What price do you want in albert?

[albert3591] 18/10/2020 18:59

Are those who want in cheaper miserable?

[albert3591] 18/10/2020 18:26

Schadenfraude

[hodhasharon] 18/10/2020 18:11

You love it don’t ya albert! What’s that German word for someone who enjoys the misery of others? :-)

[albert3591] 18/10/2020 17:57

Everyone prepared for another week of misery and torment!!!

[davevt] 16/10/2020 19:24

Ivor, it's had 15 years, and been left behind by all it's 'competitors'..and I put that in quotes as they are not even competing..

[spacedust] 16/10/2020 17:53

Why does pyc deliberately disgrace shareholders regularly and treat them like dirt??????

[albert3591] 16/10/2020 14:31

Stiggy...if pyc have performed well,I would hate to see share price when they perform badly.Oh look a small tick down,2 hours to get level or below.

[albert3591] 16/10/2020 14:21

Down to level or below,when the sells catch up.

[the stigologist] 16/10/2020 12:59

This was a very impressive result for Year to June 2020 as the final quarter would have been impacted by Covid.

Nevertheless the 3 year CAGR is over 50% and credit to Dr Jim Millen turning things around since joining in 2016.

Hybridan have pencilled in a 'undemanding' £1m revenue for 2020-21

Given nearest quoted comparator Simulations Plus (NASDAQ:SLP) is trading on over 35x Revenue (Mkt Cap : $1.5bn ; Revenue : $40m)

PYC should be trading closer to a Market Cap of £30m than £7m

(That is without taking into account the Blue Sky growth opportunity of Personalised Dosing)

[spacedust] 16/10/2020 11:23

Its not the patience. Its the lack of respect to shareholders. Undisclosed contracts have become a norm for this disgraceful company.

Jim the cunning will soo be found out.....

[ivor hunch] 16/10/2020 11:03

It's not just 'the feeble intellect of your typical AIM investor' it's also their impatience. If a share doesn't soar within a month or two, it's rubbish. Actually most high tech companies need time and money to reach their potential, so patience and an acceptance of fund raising and share placing is essential. I am sure that PYC will be worth the wait.

[spacedust] 16/10/2020 10:23

Disgraceful is an understatement. Disrespect shareholders unlimited

[davevt] 16/10/2020 10:08

And yet another free of charge contract for pyc.

Well probably not Free, but 35k, but they don't like to mention it anymore as every time they did the share price went down.

Bless the fools on the Muppet board..'some of these contracts can be worth millions'.

No, not ever.

Learn what the company does, what pyc charge, then you'll know why.

[the stigologist] 16/10/2020 09:54

One does sometimes despair at the feeble intellect of your typical AIM investor.

Over on Twitter we've had self proclaimed 'encyclopedic knowledge of 100s of AIM Companies' Riddler claim PYC are '£200k off profitability'

At last weeks Presentation the Company had a big slide showing they made a 'Loss After Tax' of £64k. (So saying they are £200k off profitability is a 200% over-estimation)

Today's RNS is a 'RNS-NON' this means the NOMAD do not deem it 'significant' under AIM rules which stipulate any contract has to be 5% of Revenue to qualify. I doubt both Bicycle and Merck got up Friday morning and signed off on 'sub 5% of PYC revenue' contracts.

For Investors the significance is as follows :-

These Modelling and Simulation contracts are 'bread and butter' stuff for PYC

Bicycle (founded by Nobel Prize winning scientist) and with a $1.7bn licensing deal with Roche Genentech is a very very exciting Company. Simply growing alongside them is going to be a great marketing thing for PYC. Why shouldn't PYC shout it from the rooftops. We've now won 8! contracts on 4 of BCYC's assets !! Bicycle clearly like what Physiomics provide to them. There is a glowing customer testimonial they have supplied which is on PYC website.

Merck (The German Merck. Merck KGaA) just happens to be one of the most innovative of the Big Pharma companies worldwide. In Immuno-oncology they are so hot they partner with GSK and Pfizer. Again to have a huge Company like Merck constantly coming back to use the services of a small consultancy like Physiomics is a huge indicator of the excellence of PYC tech and expertise.

BUT...

Once again for the slow students at the back these are just 'bread and butter' contracts for PYC now

In the recent Investor Presentation Dr Jim Millen told us that side of the business should take care of itself... (having grown it from £0.2m in sales to £0.8m in sales in just 3 years) he is now looking to ACCELERATE Physiomics growth via

(AND THIS IS THE BIG NEWS TO LOOK FORWARD TO)

- Collaboration with a larger CRO (in discussions with several)

- Seeking partnership with Established Players in the Personalised Medicine field to get regulatory approval and commercial traction for their Blue Sky exciting growth venture in Precision Dosing for Cancer (already funded to tune of £200k by Govt's Innovate UK, with additional £150k grant Clinical Trial to start soon at NHS Portsmouth Technology Trial Unit)

- Potential upside from clients drugs being licensed (We know PYC get a share of ANY licensing income on Valirx's VAL201 and Sareum's SRA737. They may also have a share on CYCC Cyclacel's Seliciclib currently in various trials around the World including for Rheumatoid Arthritis and possibly soon Covid at University of Edinburgh).

[spacedust] 16/10/2020 08:54

Disgraceful company. Treating shareholders disgracefully.

Jim the cunning knows the value of contracts but you guys are not worthy of it treats shareholders like dirt and they still defend jim