Physiomics Share Discussion Threads

[montynj] 18/6/2020 09:44

Spotted this tweet:"Comments from one of the founders of #PYC on why he thinks it's worth c.60p ish on current shares in issue, this was written a couple of years ago when the price went to 30P, the company is now in a stronger position than it was then >>> https://t.co/Kl5Zkivq43"

[billthebank] 18/6/2020 09:41

Youve changed your tone spacedust thank goodness!!!

[spacedust] 18/6/2020 09:35

Wish bill gates takes a stake in pyc

[spacedust] 18/6/2020 09:34

About to break 8p in one whoosh

[the stigologist] 18/6/2020 09:33

Great insights Monty

[montynj] 18/6/2020 09:32

In the case of Schrodinger, Schrodinger's revenue grew 28.8% in 2019 to $85 million, and that's just the tip of the iceberg. In the next four years, sales are expected to increase more than 4X to nearly $400 million in 2024. That equates to more than 30% annual growth over the next few years.Profits are expected to grow even more impressively – 63% on average during each of the next four years. After losing $4.09 per share in 2019, the company is forecast to lose just $0.82 this year. By 2022, it should be profitable. And within four years, Schrodinger is expected to make about $2 per share.Bill Gates was a very early investor in Schrodinger, and his foundation now owns nearly one-third of the entire company.One statement from Bill Gates really jumped out at me as we battle the coronavirus pandemic. In April 2018, when discussing pandemics at an event, Gates said, "This preparation includes staging simulations, war games, and preparedness exercises so that we can better understand how diseases will spread and how to deal with responses such as quarantine and communications to minimize panic."He's right. And I believe that healthcare breakthroughs like AI software that identifies potential new drugs quickly will allow scientists and doctors to respond so fast that pandemics become largely a thing of the past.You may not have heard of the other big investor, billionaire hedge fund guru David Shaw, but he is well known in the investment world. He heads the D.E. Shaw hedge fund, and Fortune magazine referred to him as "the most intriguing and mysterious force on Wall Street." Through his trust and personal account, he owns about 25% of Schrodinger.Add it all up and two smart billionaires own about 58% of Schrodinger. Based on the past successes of these two computer whizzes, I am very comfortable joining them in investing in the future of AI and drug discovery. I own Shrodinger and I now own PYC.

[the stigologist] 18/6/2020 09:26

Montynj great to have you on board! Great contributions.

If anyone googles

"Biosimulation Schrodinger Physiomics'

You come up with lots of Industry reports citing SDGR and PYC together in Top 10 globally

I think offerings are very complementary

[spacedust] 18/6/2020 09:23

Need another 30%

[chesty1] 18/6/2020 09:22

Just be careful folks PYC can never keep up an erection! Look at the past charts just saying.

[montynj] 18/6/2020 09:16

Software has been and will continue to be one of the most lucrative investment opportunities.AI-driven software will transform the way drugs are discovered – an opportunity worth well over $250 billion in the years ahead.

[rolaw1] 18/6/2020 09:15

Just under 11p for me. I really hope we see an update soon.

[markth126] 18/6/2020 09:15

Halved 600k holding yesterday hey ho, still a nice gain today

[catchingmice] 18/6/2020 09:14

Great start this morning but i still need 11p for even money

[montynj] 18/6/2020 08:59

Pharmaceutical companies reinvest about 17% of all their revenue into the research and development (R&D) of new drugs. Smaller companies can spend up to half of their revenue funding new research.To put this into perspective, the overall percentage spent on R&D in developing new products is just 1.3%. Even tech innovator Apple only spends about 3% of its sales to come up with the next groundbreaking product.Considering that it costs on average about $4 billion – and up to $10 billion – to take a new drug from R&D to market, I see why Bill Gates is investing in the technologyVia SDGR...I own SDGR in USA...the UK investment community are v slow to recognise gems...PYC sounds good

[aimbagger] 18/6/2020 08:44

Both feet in the 6's, looking great

[billthebank] 18/6/2020 08:36

Good day for me

PYC
COPL
GDR

Dont you just love the smell of napalm first thing in the morning!!!

[herb clark] 18/6/2020 08:13

Permanently in auction

[aimbagger] 18/6/2020 08:09

Going for a break of 6p early doors then we could see next major resistance around 10p come into play fairly swiftly. Beautifully set up.

[ant15] 18/6/2020 01:11

Thanks Stig still invested of course.

[spacedust] 17/6/2020 22:57

I'd say valuation 1000p or 1million p

But msrket doesn't think too much of it and the neither did the director hence the sale at 8p

[the stigologist] 17/6/2020 22:43

Finally we have Institutions as a cornerstone investor in this Company which should provide more ballast to the shareholder base

Still waiting for a TR1 from II

Suspect they've still being loading up since Placing

I suspect $SDGR listing in US has caused some smart IIs to wake up to potential here

SDGR Schrodinger, founded in 1990, has Bill Gates and D E Shaw as Investors and is a $3000m Company

in adjacent Drug Discovery field to PYC

SDGR has QUADRUPLED since Feb 2020 IPO despite the Global Pandemic

IT's valued at over 30x revenues (actually approaching 40x !)

That by itself implies PYC should be valued at closer to 40p per share

Add in Physiomics Personalised Medicine business (3 of the 6 Placing RNS bullet points) you get Blue Sky value of potentially over 100p

[doc robinson] 17/6/2020 22:29

Big volume today over 15 mill!

[wooster4] 17/6/2020 22:00

another who missed the boat

[turbotrader2] 17/6/2020 21:50

If no news tomorrow be back in the 4s just so predictable

[spacedust] 17/6/2020 21:45

Nothing to leak. 3p to 11p few weeks ago. Just another pnd