Physiomics Share Discussion Threads

[the stigologist] 09/11/2018 09:57

PYC (4p ; Mkt Cap £3m)

The case for a moonshoot spike to 100p is now inescapable after recent listing of AI biomedtech comparitors SENS and RENX

SENS (Sensyne) Mkt Cap £240m Rev : £0m
RENX (Renalytix) Mkt Cap £70m Rev : £0m
PYC (Physiomics) Mkt Cap £3m Rev : £0.5m

[spacedust] 08/11/2018 16:14

Any spike from here will keep the graph in an ascending pattern

[cinquepercento] 07/11/2018 16:26

You are a very brave man,Nobbygnome. :-)

[nobbygnome] 07/11/2018 12:18

Yes as long as it doesn't come off much more.

[spacedust] 07/11/2018 12:09

Do you still like the look of the chart nobbbby

[nobbygnome] 06/11/2018 10:47

Bought a few via spreadbet. I like the look of the chart....

[spacedust] 06/11/2018 09:57

Chart does look poised for a sharp ascend. Might happen this month

[badger60] 06/11/2018 07:53

Yes Stig.... starting to look interesting, and glad that I bought a few close to 4pps.

[davevt] 05/11/2018 18:05

News coming that you know of. That means it's already priced in then.

Your best end only hope is Merck actually had say ten more drugs to dose test for and give pyc millions in revenue, but we know this isn't going to happen.

Even if Merck said they will repeat the 450k this year, the price won't go up, as the company is still at a loss, and the Merck deal is already priced in, at 4p, and below.

You need another customer that is already on pycs books for CLINICAL testing of any drugs they have, but again we know this won't happen as it takes years for progression from pre clinical to clinical.

[the stigologist] 05/11/2018 15:49

One of the problems PYC Physiomics has had getting the respect/valuation it deserves has been the lack of a decent UK quoted comparitor to help analysts and investors gain a better understanding of the market it operates in, the industry dynamics and the appropriate valuation benchmark

Although there still remains no viable UK comparitor in recent months an interesting US comparitor has emerged which may help Investors understanding and appreciation of PYC

What is interesting is that this is no ordinary comparitor. This Company has been described by Citron Research as a 'Tesla type' industry disruptor, the most important IPO in the last 5 years and has Bill Gates and D.E.Shaw as major cornerstone investors (together owning c.50%). Citron Research are mainly known as a specialist 'Bear' research house often debunking 'hot' stocks so it's interesting that they are so positive on this particular concept stock.

The stock in question is $SDGR Schrodinger a Company founded in 1990, the current CEO joined in c.2002. It has taken them up now to IPO (February 2020) since when the stock has tripled ! ($17 to $55) and the Company is currently valued at over 30x (yes THIRTY times!) Revenue (2019 revenue $86m ; Mkt Cap $2.7bn)

The underlying story of Schrodinger is that of applying computer modelling techniques to drug discovery. Global Pharma/Biotech spends c.$180bn a year on R&D. So SDGR has a potentially huge market still left to penetrate.

Faced with a US tech comparitor the usual response from UK cuck analysts/Fund Managers is 'well US equity investors apply higher ratings to US stocks that's just the way it is'

However there is very good reason to make the case that Physiomics should not only be valued at 30x revenue but could deserve a premium!

SDGR is valued at 30x Revenue because US investors believe it has a wide open growth opportunity to eat into the $180bn Global Pharma R&D market opportunity

If US investors are prepared to pay so much for future growth how much would PYC be worth as a 'growth option' acquisition for either SDGR or a peer such as Private Equity roll-up Certara ?

- PYC would give SDGR access to computer based modelling and simulation expertise in the Drug Development part of the R&D cycle rather then just Drug Discovery
- PYC would give SDGR access to European geography
- PYC would give SDGR access to customers SDGR might not otherwise have access to (Merck, Bicycle Therapeutics)

Applying a 30x valuation to PYC's trailing 12 month revenues would imply a valuation of £23m (compared to the current £2.9m) a share price of 32.5p versus current 4p

NB : That valuation applied to Physiomics 'bread and butter' modelling and simulation business which is analagous to Schrodinger.
Physiomics also have a 'blue sky' story in utilising their Virtual Tumour cancer modelling expertise to offer a 'Business to Consumer' Universal Cancer Decision Support System through NHS/Clinicians which could be worth... well name your price. UK unicorns in AI/ML pharma/bio space are valued at Billions on zero revenue.

[badger60] 05/11/2018 10:04

Stupid boy!!!

[davevt] 05/11/2018 08:57

You bought all those shares yet badger. Do you even know what pyc does?

Nope lol

[davevt] 04/11/2018 21:13

Badger, make sure you buy as many shares in pyc as possible lol.

[badger60] 04/11/2018 04:55

Have you read this one Dave?....how can you still be short....l may well buy a few more tomorrow.....Physiomics PLC Contract awardSource: UK Regulatory (RNS & others)TIDMPYCRNS Number : 3060XPhysiomics PLC09 August 2018Physiomics plc("Physiomics") or ("the Company")Contract awardPhysiomics signs agreement with new European biotech clientPhysiomics plc (AIM: PYC), a provider of technology-based solutions to predict the effects of cancer treatment regimens for the biopharma industry, is delighted to announce that it has been awarded a contract by a new European biotech client. The value of the contract is GBP55k and it is expected to complete in this calendar year.This initial project will focus on the pre-clinical characterisation of an exciting new anti-cancer agent. The client has expressed the desire for a partner to support them in the period leading up to and during their agent's early clinical studies.Dr Jim Millen, CEO said: "We are very excited to have signed our fourth new client of 2018 and look forward to working with them over the balance of this year."Enquiries:Physiomics plcDr Jim Millen, CEO+44 (0)1865 784 980WH Ireland Limited (nomad)Katy Mitchell+44 (0) 161 832 2174Hybridan LLP (broker)Claire Louise Noyce+44 (0) 203 764 2341Notes to EditorAbout PhysiomicsPhysiomics plc (AIM: PYC) is a solutions provider to the R&D based pharmaceutical and biotechnology industry with a focus on oncology. The Company's Virtual Tumour technology uses computer modelling to predict the effects of cancer drugs and treatments to improve the success rate of drug discovery and development projects while reducing time and cost. The predictive capability of Virtual Tumour has been confirmed by 55 projects, involving over 25 targets and 60 drugs, and has worked with clients such as Merck KGaA, Merck & Co, Bayer and Lilly.Based in Oxford UK, the Company works with clients worldwide to support their pre-clinical and clinical oncology development programs. Its team of scientists and computer modelling experts provide bespoke solutions encompassing data, analytics and insight.Physiomics senior management has academic and commercial expertise, including over 90 years collectively of working in oncology and/or computational biology and over 100 publications in peer reviewed journals.For more information please visit:www.physiomics-plc.comwww.twitter.com/Physiomicswww.linkedin.com/company/physiomics-plc/This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [e-mail] or visit www.rns.com.ENDCNTEASPNESEPEEF(END) Dow Jones NewswiresAugust 09, 2018 02:01 ET (06:01 GMT)

[badger60] 04/11/2018 04:40

Davevt reckon we should take a look at this...very impressive stuff.
That's why, along with PYC Hemogenyx is a huge buy

To me, as a lay person, Orgenesis and Hemogenyx appear to be a great combination.

IMO/DYOR

[badger60] 04/11/2018 04:16

Huge value here davevt......but Hemogenyx, imo, is just as good.....what do you reckon , davevt?

[badger60] 04/11/2018 04:09

Bought a few PYC....huge upside potential.....no point in listening to that cretin davevt.....and his other avatar PWhite.....why do you need to post on the same BB using 2 avatars? Only a lying cretin would do that........

[badger60] 04/11/2018 04:00

PWhite....for your information....Physiomics PLC Dispatch of Annual Report and Shareholder CircularSource: UK Regulatory (RNS & others)TIDMPYCRNS Number : 0587EPhysiomics PLC15 October 2018Physiomics plc("Physiomics") or ("the Company")Dispatch of Annual Report and Shareholder CircularPhysiomics plc (AIM: PYC), the Oxford, UK based systems biology company, is pleased to announce that it has today posted to shareholders- its Annual Report for the financial year ended 30(th) June 2018 and - a Circular in relation to its forthcoming Annual General Meeting As previously announced on the 8(th) October 2018, the Company's Annual General Meeting will be held at 10:00 a.m. on 20(th) November 2018 at the Company's registered office, The Magdalen Centre, Oxford Science Park, Robert Robinson Avenue, Oxford, OX4 4GA.A copy of the Circular containing further details of the resolutions as well as a copy of the Company's Annual Report will be made available today on the Company's website at https://www.physiomics-plc.com/investors/investors-news-rns/.Enquiries:Physiomics plcDr Jim Millen, CEO+44 (0)1865 784 980WH Ireland Limited (nomad)Katy Mitchell+44 (0) 161 832 2174Hybridan LLP (broker)Claire Louise Noyce+44 (0) 203 764 2341This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [e-mail] or visit www.rns.com.ENDMSCLLFVIIFLELIT(END) Dow Jones NewswiresOctober 15, 2018 08:00 ET (12:00 GMT)

[badger60] 04/11/2018 03:59

Davevt...for your information....I would not be short here...Physiomics PLC Dispatch of Annual Report and Shareholder CircularSource: UK Regulatory (RNS & others)TIDMPYCRNS Number : 0587EPhysiomics PLC15 October 2018Physiomics plc("Physiomics") or ("the Company")Dispatch of Annual Report and Shareholder CircularPhysiomics plc (AIM: PYC), the Oxford, UK based systems biology company, is pleased to announce that it has today posted to shareholders- its Annual Report for the financial year ended 30(th) June 2018 and - a Circular in relation to its forthcoming Annual General Meeting As previously announced on the 8(th) October 2018, the Company's Annual General Meeting will be held at 10:00 a.m. on 20(th) November 2018 at the Company's registered office, The Magdalen Centre, Oxford Science Park, Robert Robinson Avenue, Oxford, OX4 4GA.A copy of the Circular containing further details of the resolutions as well as a copy of the Company's Annual Report will be made available today on the Company's website at https://www.physiomics-plc.com/investors/investors-news-rns/.Enquiries:Physiomics plcDr Jim Millen, CEO+44 (0)1865 784 980WH Ireland Limited (nomad)Katy Mitchell+44 (0) 161 832 2174Hybridan LLP (broker)Claire Louise Noyce+44 (0) 203 764 2341This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [e-mail] or visit www.rns.com.ENDMSCLLFVIIFLELIT(END) Dow Jones NewswiresOctober 15, 2018 08:00 ET (12:00 GMT)

[badger60] 04/11/2018 03:56

This is a roaring buy here davevt.....why do you post with multiple avatars?Could someone tell the cretin that Hemogenyx trades on the main market and their whole owned subsidiary are accounted for on the same balance sheet

[the stigologist] 02/11/2018 11:11

Getting that November moonshoot feeling again.

What a rush 1p to 32p was.

Think I'll be happy with a 4p to 64p whoosh this time.

At 4p PYC has a Market Cap of £3m
At 64p PYC would have a Market Cap of £48m but still be cheap relative to peers

The market is completely oblivious to the PYC story.

Ticker SENS RENX PYC
Mkt Cap £240m £70m £3m
Revenues £0m £0m £0.5m