Physiomics Share Discussion Threads

[the stigologist] 11/2/2018 10:18

Ex Founder of Physiomics (PYC) Peter Hoskins who writes on ADVFN as "ant15"


ant15 - 30 Nov 2017 - 15:07:26 - 3710 of 4892

Writing as a Founder of Physiomics

I am a shareholder but do not represent the company in any capacity.

WHY THIS SHARE IS WORTH A £1.00 giving it a market cap of still less than £60.million

*It is first to market

*Scarcity of trained personnel in what is still an emergent technology ( there are currently over a 1000 vacancies to be filled in this sector and few trained personnel )

*The development time needed to populate models and most importantly the availability of patient data that needs to be accessed apart from what is available in the literature is protracted PYC has been through this curve perfecting its models over time.

* The Biometric Grant serves to demonstrate not only the faith in the company but also underpins the access PYC is being given to Patient data In this case in the field of Oesophgeal Cancer

*Collaborations with major pharmas have been constrained whilst the models are perfected and due to the secretive nature of all pharmas who generally speaking do not want to share data. The latest contract has dramatically increased the visibility of what PYC do and do best and will encourage a raft of Biotech analysts to write it up as more contracts are announced

*PYC's Cardiac Toxicity Model is 50% plus better than any other available on the market Why is this important? it is the major cause of attrition in clinical trials
( drug failure )

*The cost savings PYC is able to realise for major Pharma is key and further to small Biotechnology companies whose funding is limited as they try to move molecules into clinical trials.

* Big Pharmas feed their development pipelines by acquiring or licensing in small bio's however these sales have moved progressively from Targets 20 years ago to IND candidates and onto Phase 1/2 putting the burden of proof onto the small Bio Techs who need to conserve and raise cash ( not easy and never has been )

*In 2010 Scientific American stated the cost of Development of a drug from start to finish FDA approval was $1.4 billion...In 2016 Association of British Pharmaceutical Industry Has upped this to £1.5 billion ( sterling) a really significant increase. NOTING that only 1 in 5000 drugs get final approval and this is not factored into the costs as above as representing only a successful transition of 1 drug to approval

*In America alone $12-%14 billion per year is spent on Animal Testing Robert Solari a senior research fellow at Imperial College states "The predictive power of biology in reseach is relatively poor in research labs" and notes that the efficacy of animal testing are not particulary predictive of Human Efficacy PYC is "in Silico" ( in computer) its accuracy is one of its major plus points

* PYC is striving to personalised medicine The HOLY GRAIL with tremendous Social and Financial Implications.

* Sooner rather than later The FDA in America will have to recognise that rational drugs designed in computers can be tested in them too saving countless millions of development costs and most importantly time taken to approval ie move from the 20 to the 21st century

* PYC has taken time to develop its excellent technology I believe I have cited the reasons for its true value. It has been challenged in recent times but has now become of age an is exceptionally well positioned in a market sector that is set to expand exponentially.

To recap A leading British Technology currently way undervalued and one that is not a speculative BUY It has proven technology in a burgeoning sector and might well become the focus of an acquisition target as it is still so undervalued

[the stigologist] 11/2/2018 08:22

Dr Jim Millen, CEO said: "We believe that the signing of agreements with three major pharmaceutical clients within the space of three months is a real sign of the confidence in our technology that is starting to build within the industry. Our aim now will be to develop longer-term relationships with these major companies and to secure further pre-clinical and clinical projects."



So they've got their foot in the door with 3 Major Pharmas out of a client list of 58

And they've only just started rolling it out within those clients

Merck went from £30k deals to €500k deals

Why shouldn't Glaxo or whoever else also go from £30-70k initial deals to £500+k ?

I think recent Industry and Regulatory approvals and validation of In Silico Clinical Trials (aka Biosimulation aka 'Modelling and Simulation') is causing a domino effect and Physiomics are going to be HUGE beneficiaries of this perfect storm.

In the last few weeks 3 Major Pharmas have signed up for c.£600k of Services from Physiomics

It is a quite clear step change/tipping point in the revenues of Physiomics and with the limited overheads they must be close to profitability now.

[zebbo] 10/2/2018 20:13

Crash and burn...

Onwards and upwards

[the stigologist] 10/2/2018 19:25

lol destroyed

[the stigologist] 10/2/2018 18:41

Ex Founder of Physiomics (PYC) Peter Hoskins who writes on ADVFN as "ant15"


ant15 - 30 Nov 2017 - 15:07:26 - 3710 of 4892

Writing as a Founder of Physiomics

I am a shareholder but do not represent the company in any capacity.

WHY THIS SHARE IS WORTH A £1.00 giving it a market cap of still less than £60.million

*It is first to market

*Scarcity of trained personnel in what is still an emergent technology ( there are currently over a 1000 vacancies to be filled in this sector and few trained personnel )

*The development time needed to populate models and most importantly the availability of patient data that needs to be accessed apart from what is available in the literature is protracted PYC has been through this curve perfecting its models over time.

* The Biometric Grant serves to demonstrate not only the faith in the company but also underpins the access PYC is being given to Patient data In this case in the field of Oesophgeal Cancer

*Collaborations with major pharmas have been constrained whilst the models are perfected and due to the secretive nature of all pharmas who generally speaking do not want to share data. The latest contract has dramatically increased the visibility of what PYC do and do best and will encourage a raft of Biotech analysts to write it up as more contracts are announced

*PYC's Cardiac Toxicity Model is 50% plus better than any other available on the market Why is this important? it is the major cause of attrition in clinical trials
( drug failure )

*The cost savings PYC is able to realise for major Pharma is key and further to small Biotechnology companies whose funding is limited as they try to move molecules into clinical trials.

* Big Pharmas feed their development pipelines by acquiring or licensing in small bio's however these sales have moved progressively from Targets 20 years ago to IND candidates and onto Phase 1/2 putting the burden of proof onto the small Bio Techs who need to conserve and raise cash ( not easy and never has been )

*In 2010 Scientific American stated the cost of Development of a drug from start to finish FDA approval was $1.4 billion...In 2016 Association of British Pharmaceutical Industry Has upped this to £1.5 billion ( sterling) a really significant increase. NOTING that only 1 in 5000 drugs get final approval and this is not factored into the costs as above as representing only a successful transition of 1 drug to approval

*In America alone $12-%14 billion per year is spent on Animal Testing Robert Solari a senior research fellow at Imperial College states "The predictive power of biology in reseach is relatively poor in research labs" and notes that the efficacy of animal testing are not particulary predictive of Human Efficacy PYC is "in Silico" ( in computer) its accuracy is one of its major plus points

* PYC is striving to personalised medicine The HOLY GRAIL with tremendous Social and Financial Implications.

* Sooner rather than later The FDA in America will have to recognise that rational drugs designed in computers can be tested in them too saving countless millions of development costs and most importantly time taken to approval ie move from the 20 to the 21st century

* PYC has taken time to develop its excellent technology I believe I have cited the reasons for its true value. It has been challenged in recent times but has now become of age an is exceptionally well positioned in a market sector that is set to expand exponentially.

To recap A leading British Technology currently way undervalued and one that is not a speculative BUY It has proven technology in a burgeoning sector and might well become the focus of an acquisition target as it is still so undervalued

[pwhite73] 10/2/2018 18:12

All your talk is conjecture and supposition you know nothing about PYC. Do you know why no major pharma has sought to buy out PYC considering it is only one of a handful of companies on the market that do what they do. I will tell you why.

PYC's Virtual Tumour Technology is based on a technology called Systemcell. The patent for Systemcell was filed by PYC with the US Patent Office on 05/11/1996. The effective date of the patent is 14/11/2002 in the US. In Europe its 05/11/1996.

Patents on technology last for 20 years. What that means is that if VTT ever worked by 14/11/2022 other US companies can copy the VTT patent without infringement. That is only 4 years away, nothing as far as patents are concerned. The European Patent expired on 04/11/2016.

Why would any pharma want to buy PYC for £200 million today when the technology behind VTT can be freely copied in the US post 2022 and already freely available in Europe.



Scroll right to the bottom of the page.




US patent: 6,446,055 issued Sep 3 2002
European Patent: 0937286





Again scroll right to the bottom of the page.

[zebbo] 10/2/2018 17:58

Exactly Margic, Jim is on a mission and has delivered what he said he would. For now thats good enough for me

Onwards and upwards

[margic] 10/2/2018 16:19

Which again are big stepping stones for pyc, as the contracts start to roll. Even £15k+ profit would be a significant turn around in the 13 years. How many aims post a cash positive profit with contracts ahead to repeat the year on? Big swing in what 6 months? This we should say October Ish!

[pwhite73] 10/2/2018 15:07

A clearer picture will emerge in a few weeks when PYC publish their interims to 31st December 2017.

[pwhite73] 10/2/2018 14:41

None whatsoever. Years ago it would have been a total embarassment to issue an RNS stating an annual contract with a multi-billion pound company like Merck was only £35k or even £70k. The nomad and broker who's responsibility it is to raise finance would have never allowed it. Today pickings are so slim Joe Mug PI investors don't even look at the £35/£70k contracts they look beyond them. The small contracts are stepping stones to even bigger £35 - £70 million contracts.

Anyway what contract can be so small it would cost a major pharma only £35k - £70k per year. I'll tell you - WAGES. Pre-clinical data is being analysed with Virtual Tumor Technology and the wages for the PhD student(s) are included.

And when you talk about 'revenue' in regards to the £500k contract you need to be careful. 'Revenue' is not the term PYC used. It used the term 'value to Physiomics'. Revenue is hard cash coming in for services. Value can mean a whole host of things like cost savings and the contracting out of staff to Merck so Merck foot the wage bill or Merck loaning staff and technology to PYC at no cost.

[spacedust] 10/2/2018 14:02

Pwhite the rns from 2015 doesn't attribute any monetary value. The RNS have added 600k worth of value. Do you think there are differences in the recent RNS to those from years ago?

[pwhite73] 10/2/2018 12:23

"Physiomics PLC 4th Large Pharma Customer for Virtual Tumour"

That headline wasn't from 09/02/2018.



Yes that's right 3 years ago. Count the number of large major pharma's PYC have signed up over the last 15 years and they've got more customers than Boots the chemist.

[lady garden] 10/2/2018 11:32

Oh you poor man PWhite,
trolling the boards on a weekend. I'm quite sure you would have a lot more fun on pornhub or xhampster, then you could get your little weeny out and play with yourself all day. Far more satisfying for the terminally lonely.

[pwhite73] 10/2/2018 10:55

£35k - £70k these are the sums of money pharmaceutical companies pay annually for university research on specific projects. The fees can include the wages of staff. Sometimes they are paid direct to the university other times paid to companies affiliated with the university.

PYC is university based company. They carry out research projects on behalf of pharmas but they receive a substantial part of their revenue from placings therefore they are required to act or at least give the appearance of a stand alone PLC company.

[zebbo] 09/2/2018 18:34

All looks great and good positive vibe to the BB. I agree this could go mega. An announcement on non dilutive funding could have a bigger effect than most realise ;-0