Physiomics Share Discussion Threads

[ant15] 01/7/2020 08:42

PC I dont really want to be drawn as the market for biotech shares is so volatile at present but I will only say that the value of the technology not a balance sheet item is worth multiples of todays market cap. If you were to add enterprise value as others in the sector currently enjoy then you can see that the share price is way undervalued

[bones] 01/7/2020 08:40

08.13.16 Buy 77,158 @ 6.475
08.33.53 Sell 77,158 @ 6.40

This seems to happen in real life. PYC are clearly too slow getting the contract news out.

[patientcapital] 01/7/2020 07:22

What are your current thoughts on valuation, ant15?

[ant15] 01/7/2020 06:40

Wonderful to see renewed interest in PYC Stig Lets hope it continues to a share price that fairly represents the 20 years of development while not forgetting that it is now:.

Dealing with some of the best pharmaceutical companies the world over!

An ever growing list of clients that fully appreciates just what PYC can do and how
really valuable the technology actually is.

Still ground breaking, progressive and importantly in a sector that is witnessing
explosive growth!

As an aside I should also add that the global levels of expectation and confidence that UK biotechnology can and will deliver, especially in the present climate are totally unparalleled in my experience and bode well for the future.

[davevt] 01/7/2020 01:00

Seriously, don't get trapped. Once they announce it's a 35 grand contract again, or won't even mention it, it will come crashing down again..

[jayminpatel1] 30/6/2020 21:33

Going to buy 1st thing tomorrow

[the stigologist] 30/6/2020 20:23

Physiomics #PYC spent 10+ years building Virtual Tumour cancer model

That's why they're in demand now from leading edge Pharmas/Bios

But biggest potential isn't in Modelling & Simulation it's Personalised Medicine

Roche acquired Flatiron for $2bn

[the stigologist] 30/6/2020 20:01

It is one thing for myself or Physiomics to talk up this market place

Modelling & Simulation
In-Silico Clinical Trials
Personalised Medicine

but it's even better to hear it from Independent Analysts or their 'Competitors / Potential Clients / Potential Acquirers'

e.g. here are a series of videos featuring Roche, Goldman Sachs, Simulations Plus ($SLP) talking about this marketplace

[chicken charlie] 30/6/2020 19:58

many thanks for the above I think your detail is brilliant

[the stigologist] 30/6/2020 18:55

For newbies an old post by an ex-Founder of Physiomics expressing his opinion the stock is worth over 100p per share AND the justification for that VALUE by explaining the Industry dynamics and Physiomics significant assets and standing in this Industry.

-------------------------------------------------------

Writing as a Founder of Physiomics

I am a shareholder but do not represent the company in any capacity.

WHY THIS SHARE IS WORTH A £1.00 giving it a market cap of still less than £60.million

*It is first to market

*Scarcity of trained personnel in what is still an emergent technology ( there are currently over a 1000 vacancies to be filled in this sector and few trained personnel )

*The development time needed to populate models and most importantly the availability of patient data that needs to be accessed apart from what is available in the literature is protracted PYC has been through this curve perfecting its models over time.

* The Biometric Grant serves to demonstrate not only the faith in the company but also underpins the access PYC is being given to Patient data In this case in the field of Oesophgeal Cancer

*Collaborations with major pharmas have been constrained whilst the models are perfected and due to the secretive nature of all pharmas who generally speaking do not want to share data. The latest contract has dramatically increased the visibility of what PYC do and do best and will encourage a raft of Biotech analysts to write it up as more contracts are announced

*PYC's Cardiac Toxicity Model is 50% plus better than any other available on the market Why is this important? it is the major cause of attrition in clinical trials
( drug failure )

*The cost savings PYC is able to realise for major Pharma is key and further to small Biotechnology companies whose funding is limited as they try to move molecules into clinical trials.

* Big Pharmas feed their development pipelines by acquiring or licensing in small bio's however these sales have moved progressively from Targets 20 years ago to IND candidates and onto Phase 1/2 putting the burden of proof onto the small Bio Techs who need to conserve and raise cash ( not easy and never has been )

*In 2010 Scientific American stated the cost of Development of a drug from start to finish FDA approval was $1.4 billion...In 2016 Association of British Pharmaceutical Industry Has upped this to £1.5 billion ( sterling) a really significant increase. NOTING that only 1 in 5000 drugs get final approval and this is not factored into the costs as above as representing only a successful transition of 1 drug to approval

*In America alone $12-%14 billion per year is spent on Animal Testing Robert Solari a senior research fellow at Imperial College states "The predictive power of biology in reseach is relatively poor in research labs" and notes that the efficacy of animal testing are not particulary predictive of Human Efficacy PYC is "in Silico" ( in computer) its accuracy is one of its major plus points

* PYC is striving to personalised medicine The HOLY GRAIL with tremendous Social and Financial Implications.

* Sooner rather than later The FDA in America will have to recognise that rational drugs designed in computers can be tested in them too saving countless millions of development costs and most importantly time taken to approval ie move from the 20 to the 21st century

* PYC has taken time to develop its excellent technology I believe I have cited the reasons for its true value. It has been challenged in recent times but has now become of age an is exceptionally well positioned in a market sector that is set to expand exponentially.

To recap A leading British Technology currently way undervalued and one that is not a speculative BUY It has proven technology in a burgeoning sector and might well become the focus of an acquisition target as it is still so undervalued

[the stigologist] 30/6/2020 18:53

Mark

A few years back we had a Twitter DM group which collectively held over 10%

[markth126] 30/6/2020 18:52

Do people on here have meaningful holdings too?

[the stigologist] 30/6/2020 18:51

CEO - Dr Jim Millen


Chairman - Dr Paul Harper


Consultant - Dr Hitesh Mistry


Consultant - Dr Fernando Ortega

[the stigologist] 30/6/2020 18:43

Fun to speculate who the Large Pharma is but which one it is isn't as important as the sheer fact that ANOTHER Large Pharma demonstrating that Physiomics expertise is highly valued after Merck KGaA having been a customer for years.

Physiomics talked in past of talking to over 50 potential clients.

There are 50+ Large Pharmas
There are 100s of Small/Medium Bios

Given our Employees backgrounds at likes of GSK Glaxo and AZN AstraZeneca people are adding 2 and 2 to make 22 (and indeed 22p is a fairer valuation!)

Physiomics is also 'related by marriage' / existing relationships at one remove to

GSK (a Merck partner)
Pfizer (a Merck partner)
Roche (a Bicycle partner)

[zen12] 30/6/2020 18:33

Can't wait to find out who this large pharma is, could be Merck but may not be otherwise they would have said existing client. Astraz?

[spacedust] 30/6/2020 18:06

Best thing would be the share price goes up by multiples on a daily basis for the rest of the week and then we get news on Monday with millions of pounds worth of a contract

[zen12] 30/6/2020 17:44

Looks like RNS contract imminent news hint for large shareholders / II's otherwise why mention? Also they may have feared a leak into the market sooner or later as it's now in final stages, so have killed two birds in one by stating it's imminent territory..

[bones] 30/6/2020 17:00

Update from post 5850. Long tail hammer of yesterday validated by bullish candle today. Spacedust might rubbish these things but yesterday's late buying created the signal and almost certainly included buying that knew something. That is often the point of using TA, to spot the information when it moves even if you don't know it yourself. It's like watching ante-post betting at the gee-gees. Nowt to do with mumbo-jumbo....


free stock charts from uk.advfn.com

[spudyoulike] 30/6/2020 16:30

Pi55 off mate!! Come back when it hits 60p and you can sell break even. Stop hating on the company just because you're an awful investor.

[aimbagger] 30/6/2020 16:29

You blind? It's rising into close...

[spacedust] 30/6/2020 16:24

Closing down sharply in close. I wonder if jim the cunning made a 100% gain on his 3.5p purchase

[spacedust] 30/6/2020 16:20

We've been getting contract non stop you buffoon. Getting contracts is not the problem.

The problem is there are no figures relating to the contract fee.

Second problem is Jim the cunning

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

There are 50 Large Pharmas out there

100s of Biotechs

Imagine we get 1 or 2 contracts every month from next year ?

[the stigologist] 30/6/2020 16:15

Hybridan

"...multiple potential catalysts for share price appreciation..."

Our comparitors

SDGR and SLP are on 30x and 60x REVENUE

this is a huge upcoming growth market

once 1 or 2 Big Pharmas sign up pretty much all the others will have to sign up with the Industry leader in Modelling and Simulation of cancer therapeutics