Physiomics Share Discussion Threads

[spacedust] 30/6/2020 15:01

News won't be tonight or tomorrow. It will be well into July.

[spacedust] 30/6/2020 15:00

My guess is a contract with undisclosed fee.

Merck wouldn't be a new pharma

[zen12] 30/6/2020 14:58

Yep - large pharma contract late stages so news tonight or tomorrow I reckon. My guess Merck.

[iamgreat1] 30/6/2020 14:58

20p here soon

[nw99] 30/6/2020 14:57

In addition, the Company would like to confirm that it is in the late stages of agreeing a contract with the potential new large pharmaceutical client that was originally referred to in its placing announcement of 27 May 2020. As noted in that announcement, the project would take two of our technical staff around five months to complete. The Company will provide a further update on this in due course, as and when appropriate.

[spacedust] 30/6/2020 14:38

Nevertheless if this hits 8p and stays above it then 10p will be here purely on technicles

[spacedust] 30/6/2020 14:37

The important but they're trying to sell. Have a look at the rns I issued couple of weeks ago it's almost a carbon of mine they just copied and pasted and added a sweetener

[spacedust] 30/6/2020 14:36

In addition, the Company would like to confirm that it is in the late stages of agreeing a contract with the potential new large pharmaceutical client that was originally referred to in its placing announcement of 27 May 2020. As noted in that announcement, the project would take two of our technical staff around five months to complete. The Company will provide a further update on this in due course, as and when appropriate.

[wooster4] 30/6/2020 14:35

spacedust - i suggest you read again

[aimbagger] 30/6/2020 14:34

Great news. A new contract with Bicycle PLUS the significant new contract with a major pharma is in the late stages of being signed off!! 10p+ please

[matt123d] 30/6/2020 14:33

Added below 6p

[divmad] 30/6/2020 13:25

Is this job the same temporary job that accompanied the last RNS? Or is that one still expected, along with a major new contact?

[spacedust] 30/6/2020 12:55

Exactly he needs to do the same. I'm pretty sure he is buying under the radar and selling and making a killing. Look at recent move to 11p. Hallmarks of JC

Also feel jc changed his name to ZA

[myamay16] 30/6/2020 11:14

JC bought in around 5p, sold out few weeks later 10 to 11p. Not heard of since.

[spacedust] 30/6/2020 10:17

Next it will be the J hook and T bone steak. Cup of tea with handle blah blah.

Jc is the only hope

[the stigologist] 30/6/2020 09:16

Yes lots of very good technical signals

Golden Cross
Volume
Bouncing off 50 day MA
Bull flag/wedge/pennant
Now a intraday reversal and long tail hammer candle

The job advert put out on LinkedIn gives an idea of fundamentals driving growth

[bones] 30/6/2020 09:12

If the move holds on good volume, that would confirm the signal of the long tailed hammer...

(hook and line employed.....)

[montynj] 30/6/2020 08:37

Going to break up thru it's recent high

[the stigologist] 29/6/2020 20:36

Very good long tail hammer.

If you Google any combination of 'Physiomics Certara Biosimulation or Simulation and Modelling' you'll get Physiomics mentioned as a leading Industry participant alongside SLP Simulations Plus and Schrodinger

Schrodinger currently trades at over 60x Revenue
Simulations Plus trades at c. 30x revenue

Physiomics have been growing Revenue much faster than peers so it's a moving target but at current 6x Revenue it is multiples away from the valuations applied to SLP and SDGR

Given the wave of M&A in this part of industry (Parexel buying Model Answers; Simulations Plus buying Lixsoft) PYC relative valuation very relevant. It could easily become a target. In a competitive auction with Certara and Schrodinger competing I would not rule out PYC going at over 50x Revenue such is the potential

However it could get even better than that if a big Personalised Medicine player comes in. (e.g. Unicorns like ExScientia, BenevolentAI)

Although likes of Google could easily also get involved

[bones] 29/6/2020 17:17

Useful price reversal with a modest uptick in volume bouncing off 50 day ma.


free stock charts from uk.advfn.com

[the stigologist] 29/6/2020 16:36

PYC really lucked out last time with appointment of Dr Claire Villette

Hope they have similar luck this time