Physiomics Share Discussion Threads

[aimbagger] 29/6/2020 16:35

New job advert posted by PYChttps://t.co/yusxslI7DP

[the stigologist] 29/6/2020 15:00

I'd say contract news is 'imminent' but as Hybridan the Company's Brokers pointed out

'there are multiple potential catalysts for share price appreciation'

That is fundamentally acknowledging PYC is too cheap ( vs historic investment vs peers SDGR US SLP US etc)

AND

there is a glut of newsflow in the pipeline ( they have had some visibility on one Large Pharma since late 2019 )

They have previously talked of having re-engaged c.50 previous potential clients with sales/marketing engagements

[stoop] 29/6/2020 14:49

Gone blue Contract news cant be far offGla

[the stigologist] 29/6/2020 11:58

No not aimed at you. Have seen comments on LSE and Twitter to that effect. I know you're not dim you hold $RUA

For everyone that comnents there may be more thinking same and many more reading

[bones] 29/6/2020 11:13

Not sure if that was aimed at me Stig but all I was stating was I am not going to assume that is the new client referred to. I certainly wasn’t suggesting you thought otherwise and I have no intention of selling my holding.

[spacedust] 29/6/2020 10:18

With all this shttt news and videos the price is the most important factor which is heading to 3p. Jim the cunning and co are selling and making killings

Jim the cunning sold out his shares at 8p just remember.......

[bones] 29/6/2020 09:14

It’s difficult to equate Arjuna Therapeutics with the description of “...a new large pharmaceutical client...” in the Fundraise RNS, so I am not going to make that assumption at the moment.

[the stigologist] 28/6/2020 19:45

Very interesting to read the 'Plain English' summary of Physiomics NIHR application

Gives a better sense this is just a start in the process

This is a potential huge blue sky business opportunity for PYC

[the stigologist] 28/6/2020 13:08

A technical charting view

[the stigologist] 28/6/2020 11:14

Looks like PYC revealed new client on website Arjuna Therapeutics

Interesting comment about using 'advanced statistics' to target KRAS mutated cancer

[the stigologist] 28/6/2020 10:13

I've put together a THREAD of Video clips from likes of Simulations Plus, Roche, Goldman Sachs explaining what

Modelling and Simulation is

The future potential of In-Silico Clinical Trials

And the extension of this into Personalised Medicine



I think these videos certainly helped me understand Physiomics (PYC) and its market better

Helps answer some of the common troll de-ramps as well

"Physiomics have been around for years but not delivered anything" (the 'new' CEO who has been there for 3 years has delivered Compound Annual Growth Rate between 2017 and 2019 of 70% taking Revenu from £100-200k p.a. range to £750k+)

"Physiomics don't add much value if they're only getting £35k or £70k contracts" (they got a 500k contract from just one large Pharma Merck KGaA and are on the cusp of getting another six-figure contract from another Large Pharma any week now)


Modelling and Simulation has partly been reliant on development of computing power (Think recent innovations like Tesla electric car or Apple ipad... these weren't new ideas... Most of the cars in early 1900s were Electric (until Ford's Model T came out)... Apple tried and failed with their 'ipad' in the 1990s the Apple Newton. Sometimes it takes years for a product to be at the right price point / point in its development cycle / tipping point of market acceptance.

Development of models/algorithms/data sets/customers/relationships take years to build. PYC have developed all of those in its field. They now have 10+ years of developing what Warren Buffet calls a 'MOAT' ( ) to act as a significant barrier to entry from anybody trying to encroach into this market.

Whilst Modelling and Simulation is reasonably well established it hasn't been used extensively in Bio/Pharma sector and the new and highy complex field of immunotherapy has meant there are whole new relationships to model.

Whilst Modelling and Simulation might be seen as rather dull and not adding much value the accumulation of LOTS of data working with TENS of leading edge Institutions means PYC has gained insights from all those relationships which it can then add to its model.



If you are a Roche / Pfizer / Merck / BMS / GSK / AZN you might develop your internal models but how do you benefit from the extra knowledge and insight that a third party such as PYC can gain from exposure to both your expertise and tieing it in with expertise of your competitors or indeed the combination of your products with those of your competitors (an increasing theme in Immuno-therapy area as PYC's Dual Immunotherapy presentation at AACR20 demonstrates)?

So your average deramper moron might say what do PYC gain from a £35k contract ? Well they basically get paid by a leading edge Biotech in the field of cancer immunotherapy to help them out with some 'basic' modelling work but they in turn get to incorporate some of the insights from leading edge cancer immunotherapeutics companies into their Virtual Tumour model. I'd say getting paid by Companies to fund your R&D and build your Computer models is a pretty good business idea

ESPECIALLY if you were smart enough to have the VISION to know that as more data becomes available and as computing power increases it will be possible to use AI/ML to start making connections between certain parts of those data sets and come up with unique insights into drug discovery and development?

Furthermore once the FDA etc realise that Clinical Trials take too long / cost too much / are too risky to humans/animals and that we should do more In-Silico Trials who will have the best Models to act as the baseline regulatory system to judge new drugs/combinations ?

Taking it a step forward into a future of Personalised Medicine, would it not be great if when you went to see your GP or Cancer Specialist they could enter your genotype/phenotype information and tell you for your particular cancer indication what the best potential treatment options could be in terms of dosing, scheduling, combinations, sequencing etc digging into the academic data and displaying it in easier to understand form ?

Physiomics as a small player with a disinterested clueless UK market of 'Investors' might not have the capital to bring this vision to its conclusion but there are few companies out there better positioned going into the 'land grab' phase of this market. Ultimately this is something the huge Data players like Google will want to play in (Google acquired UK Deepmind for $500m in 2014 and Deepmind now have a Healthcare division ; Jeff Bezos and Bill Gates have funder Cancer hily grail finders 'GRAIL Inc') and likes of Schrodinger / Certara from traditional computational biology may look to get involved as well as new AI focused unicorns like Benevolent AI / Exscientia / Flatiron )

The UK investor market was disinterested in ODX and GDR and NCYT and AVCT for YEARS and YEARS. It was only the COVID19 emergency AND massive Government investment/intervention that forced Investors to finally take note of these Companies.

Well the UK Government has been funding Physiomics for years to help them partner with the NHS and develop a Cancer Decision Support System ! Maybe there are some people in our NHS/Academic/Business nexus organisations who do have some vision about how the long term issue of cancer can be treated and mitigated better in future ?

[the stigologist] 27/6/2020 14:18

A thread of videos on Modelling and Simulation from firms like Roche, Simulations Plus and Goldman Sachs

Physiomics are a real leader and specialist in field of Cancer M&S

[spacedust] 25/6/2020 16:33

Its jim the cunning

[chesty1] 25/6/2020 12:03

Someone is dumping

[the stigologist] 24/6/2020 11:27

May or may not be relevant but the Research Physiomics cited in their AACR Presentation relates to a Drug Combination study being done by a Collaboration between Innate Pharma and Astra Zeneca

[spudyoulike] 24/6/2020 10:25

Premium paid.

[tmmalik] 24/6/2020 09:09

Time to move up ,if new contract to land on Monday

[roks] 24/6/2020 09:09

I topped up 3.8 after the placing as I paid a premium

[spacedust] 24/6/2020 09:04

3.5p is the placing pr8ce jim the cunning bought at.

[roks] 24/6/2020 08:56

I thougth it already did fall to placing price?

[spacedust] 24/6/2020 08:47

Price always falls below the placing price.