Physiomics Share Discussion Threads

[davevt] 09/5/2018 17:48

end of the day, tumor dosage modelling is a niche market. How many cancer drugs do you think a pharma will make a year, maybe 1, maybe 2, maybe not even that. How long from a first model to a pre clinical trial. Months, maybe a year, maybe more, how long to a clinical, months, years, maybe more. It's extremely low volume, long time scales, with a handful of customers. And that's if they use you over all the much bigger simulation companies. You could have the biggest pharmacy sign up tomorrow, but if they have only two drugs to test, that's two lots of 35 grand. So end of the day, turnover is never gonna be incredible, so that's what I think. And that is what has happened since inception. As I said before, they only model dosage for trials for cancer drugs. Talk about putting yourself in a very narrow box.

[smcl] 09/5/2018 17:47

PYC could come good but it’s still risky.

We all want it to fly but all we can do is sell up or wait.

[smcl] 09/5/2018 17:06

Davevt- Spot on

[davevt] 09/5/2018 17:06

I wouldn't say it's half empty half full, it's reading it for what it is. They may as well just said 'Merck is continuing to be our customer, and is spending more money this year', because there is no 'contract' or 'agreement' going by their wording. What have they agreed on? They just said they are going to spend 500 euros, and everything else is up in the air. There is no 'agreement' other than that. By that logic every customer that walks through your door could be a 'multi year agreement'....'ah I see you've bought something off us'

'Yes'

Will you be buying something of us next year?'

'I may well do'

'Will you be spending the same'

'Sorry can't guarantee that'.

'Excellent, can we have that in writing?'

'Have what it writing??'

It was nothing more than wordy media spin. It's a customer hopefully continuing business, it's just that doesn't sound as good.

[davevt] 09/5/2018 16:56

what do you mean 'a company I don't like'? I've traded in and out of this share countless times, there's nothing wrong with it, it's worth 5 to 8p all day long. What's wrong is people thinking it's worth more than that, or quoting completely wrong information. There is nothing 'wrong' with pyc, it is what it is. Just don't fantasize it's more, unless it happens.

[margic] 09/5/2018 16:30

Less than or more than.Half full half empty.Interpretation. We differ. You're half empty, I'm clearly half full. Either way, still doesn't matter. The part that matters is this years part, and eur 500k covers 60% of operating costs. Not bad. Considering the deal can get better, even better for a company valued under £5mil. Onto the next one. Suggestion for you Dave, why don't you use this time you have the last few days researching PYC in a rush to research a company you do like. My target hold length is another 24-36months. Unless my exit price is achieved before. So if you took 3 months researching a company you like instead of wasting time on one you don't, me and you can then compare in that 24-36months who the complete fool is? A few companies I like, but for clarity, and a bit of bants, I'll chose PYC today, let's say starting price of 6.5p to give you an unfair advantage on me. You pick one you like and in the next 24-36months we can see who did better this their interpretation of information to make the most profit. Open ADVFN challenge. Fair?To confirm Margic says buy PYC 9th may 2018 to make more profit on what Dave chooses. Closing date for choice august 9th 2018. Each candidate can nominate what price to take profit and we both have until may 13th 2021 on it. Fair?However if PYC did something silly like say full fish bowl, £2.65p I will have to leave the game. I'll be very rich you see :) If you could choose your better buy option before 9th august it will make it easier for everyone.Ta in advance, and again, I've enjoyed the bants. Good day mate, look forward to your pick. It's one each. Forgot to add, your pick must be in the same line as PYC. A T.V manufacture doesn't count!Not many PYC's for you to choose from but I think everyone is looking forward to your pick, to see what you come up with. May even buy a few myself if it's good.Gl

[davevt] 09/5/2018 16:07

I'll paste it for you..

' The Company would also like to confirm that the contract envisages a multi-year agreement with no specific term and that the annual value of services provided under the contract after the first year is not guaranteed.'

So this 'multi year contract' has no guarantees of a second year or income. Bit of a strange 'multi year' contract that. Contracts have definites, not 'hopeful maybes but can't guarantee it..'

[margic] 09/5/2018 15:49

Lol, there he is, as you can see in my previous post I was worried.I think you should re-read the rns. ButVeryVeryVeryVeryVerySlooooooooooooooooooooooooooooo

[margic] 09/5/2018 15:48

Dave's gone missing, maybe daves gone Benidorm! Can you change you ADVFN alias to Dave saves? Lol. Sorry mate, I'm only winding you up, sun getting to me head! Haven't got an excuse in the winter!

[davevt] 09/5/2018 15:47

Of course it gives out email alerts. Can I give you a tip. If it was a multi year contract, it would say 'we have signed a multi year contract of a fixed term', it wouldn't say a one year contract of no fixed term.

[margic] 09/5/2018 15:42

Responded in a minute last time. Now that is impressive! Do ADVFN offer an alert system? Lol

[margic] 09/5/2018 15:41

You're very responsive. I keep logging on because it's gets me out the sun and into the shade. A broken iPhone screen isnt that easy to view in with glare!

[margic] 09/5/2018 15:40

Lol ! Great bants! They envisage a multi year deal with a company they have been doing deals with for coming onto 6 years. Let's forget reading for a second, you have tested me well and fully Enlightened me. Let's give you a maths test.....2+2 = ___?What you should be advising me is bothering to read my posts before hitting send and cutting out some typos or just correctly my shocking grammar !I'm reading multi-year deal just fine. I can also work out its circa 12-15 projects per year as the average cost seems to be around the £35k mark. Lucky for us, this is tech, and 15 projects a year won't be a time consuming as humans doing it. We await the next significant deal. This deal is significant. Make no mistake. Been waiting for the placings we've been promised from your sorts since November. Wonder why PYC haven't been raising money. Probably because now they are earning enough to not have too! 7 months Ish.... still nothing. Haven't seen the share price destructed by extra shares yet.... Next......

[davevt] 09/5/2018 15:33

'What I'm grasping is a multi year deal'. Even though the rns says it's for one year, no fixed term, and they 'envisage' it's for more than one year, hopeful. It doesn't say it's a multi year deal. You really really need to slow down your reading. And you're totally correct, that's a point I make, all that matters is the revenues, not who supplies them, but when people are posting up 'OMG look at Merck spending so much money on cancer drugs' and it's not even the right company, then expect to be corrected.

[davevt] 09/5/2018 15:30

Whatever speed I wrote it was faster than you could process it unfortunately. Here's a tip. Read it, then read it again. Then read it again for good luck.

[margic] 09/5/2018 15:29

What I'm grasping is a multi-year deal, that should net the company circa EUR 500k in year one. Couldn't really care less if it was Swarovski and they wanted a £1mil a year multi-year deal. Numbers long term always seem to be far more prolific than a name. BWTFDIK lol

[margic] 09/5/2018 15:27

How long did it take to write? Just want to judge how slow you wrote it. It makes the difference between this complete fool understanding or not ;)

[davevt] 09/5/2018 15:22

hxxps://www.merckgroup.com/en/expertise/automotive.html

hxxps://www.merckgroup.com/en/expertise/architecture.html

hxxps://www.merckgroup.com/en/expertise/cosmetics.html

hxxps://www.merckgroup.com/en/expertise/displays.html

Are you grasping yet that Nepal KGaA are not related the Merck the U.S big pharma?

[davevt] 09/5/2018 15:18

What are you on about LCD crystals and pyc? I'll write it very slowly. Merck kgaa is a chemical tech company. The biggest creator of LCD crystals in the world, their second biggest line is pigment technology for cosmetics and industrial coatings, and they also have a pharmaceutical division which is using pyc for modelling. Would you like me to use pictures or hand puppets? Why are you struggling to grasp this?

[margic] 09/5/2018 15:04

Just called Swarovski, they have no interest in medicine but asked if they could be put in touch with Merck from LCD crystals, and no, they didn't confuse it with LSD as you may be. Hope your info is correct! Lol

[margic] 09/5/2018 14:16

Great stuff. You made me day far less dull ! So LCD crystals and PYC who would have thunk it. Maybe we could as Swarovski if they want in too, they surely could a better deal with PYC as their crystals are bigger, or does size not matter?