Physiomics Share Discussion Threads

[the stigologist] 01/7/2020 20:05

Very constructive chart

Golden Cross
Bull flag/pennant
Rising channel
Up on high volume / Down on low volume

I would expect a 'Large Pharma' RNS to take us into double figures and we have a glut of newsflow due on other even more exciting parts of the business

( NB : 3 of the 6 bullet points in the Placing RNS related to the 'exciting blue sky' Personalised Medicine part of the business.

The UK has an amazing record of creating Personalised Medicine / AI / ML Unicorns ($1bn+ businesses) e.g. Google DeepMind , ExScientia, BenevolentAI)

Physiomics have said they are in discussions with Established Players in the sector with regards to commercialising their Cancer dosing tool

[spacedust] 01/7/2020 16:32

True as in any partner will pave the way for better things

Above doesn't mean pr9ce will rise therefore wrong to bank on good news alone. Revenue or fee in the millions will be the only thing that really shoots the price towards that 30p 40p 50p etc

[bones] 01/7/2020 16:23

“True but wrong”. Interesting phrase, so I will look it up.

[spacedust] 01/7/2020 16:13

True but wrong. Without a fee or revenue the price is crashing down and that is a fact.

If there is however a 2m contract then 30p here we come. Share price is the only thing that matters here.......

[bones] 01/7/2020 16:02

Two staff taking five months, they say. We don't know their salary levels but let’s say equivalent of a year’s salary for one well qualified scientist/analyst. How specialist? Then there are the overheads to allocate, then presumably a very decent profit margin to reflect all of the expertise and IP being made available.

Could be anything without detailed knowledge of these components, so a bit pointless guessing. As Stig and others have said, it’s not so much the deal itself but the doors being opened and reputation and goodwill being built upon. In terms of intangible asset multiples going forward, that is worth potentially a lot of value.

[spacedust] 01/7/2020 15:47

Forget price predictions but what sort of contract value do you think will be announced.

[spacedust] 01/7/2020 15:46

What sort of revenue or contract fee are you expecting

[nw99] 01/7/2020 15:32

Doubled up here

[zen12] 01/7/2020 15:30

I'm thinking 20-30p...but could go even higher the name of pharma and value of initial contract. But market will value in heavily on just a tie up with a large pharma...in these pandemic times it could be lucrative long term.

[spacedust] 01/7/2020 15:18

What are you expecting in the contract News?

What sort of figures ?

[jayminpatel1] 01/7/2020 14:57

Topped up twice now Ready for contract newsWill add further on any more drops

[7rademark] 01/7/2020 14:21

It's how the mms work, prosecute yesterday's news buyers until they buckle and then onwards and upwards.The trend is clearly up however

[spacedust] 01/7/2020 13:55

Now worth less than after fantastic news

[officerdigby] 01/7/2020 12:08

davevt1 Jul '20 - 10:11 - 5928 of 5934
0 0 0
Ant...the value of the technology.?

😂😂
Can tell you're new here and have no idea what pyc does..


davevt1 can I 😂😂 at you on this one please!

Its PH (or wifey) co founder-ish

[7rademark] 01/7/2020 11:40

Harsh fall given the trades and volume compared to yesterday. Books will be balanced shortly then back up no doubt.

[aimbagger] 01/7/2020 11:22

PYC tweet: https://twitter.com/physiomics/status/1278272125950967808?s=21

[the stigologist] 01/7/2020 10:22

Fundamentals + Technicals + Newsflow + Momentum all converging at PYC

We've seen it can do 1p to 30p in 3 days before

[aimbagger] 01/7/2020 10:15

16-30p+ target! https://twitter.com/confluencetradr/status/1278254784680787981?s=21

[spacedust] 01/7/2020 10:13

Many more locked in at 7p plus.

Don't worry too much I need 60p to break even from 2011 tranch

[davevt] 01/7/2020 10:12

Stig with his valuations of companies that have zero equivalence to pyc.

Why not compare pyc to Amazon, or McDonald's?

[davevt] 01/7/2020 10:11

Ant...the value of the technology.?

😂😂
Can tell you're new here and have no idea what pyc does..

[jayminpatel1] 01/7/2020 09:56

Wait for contract news then 10p plus

[the stigologist] 01/7/2020 09:49

Updated my little spreadsheet valuation comparison

We are 4x undervalued compared to SLP
We are almost 10x undervalued compared to SDGR

When Investors state-side are prepared to pay 10 times more for a given unit of 'revenue' when that revenue comes from the same Customers (biotechs and pharmas) it is a bit odd. It creates an 'arbitrage' in the market. That 'arbitrage' can be closed by financial market investors or corporate strategic investors.

[patientcapital] 01/7/2020 09:24

Fair comment. Seems to be a case of waiting for the right catalyst. One which impresses the sceptics.

[spudyoulike] 01/7/2020 08:45

Traders stop hit.