Physiomics Share Discussion Threads

[the stigologist] 06/7/2020 19:56

Hybridan liked my tweet where I pointed out their comment about there being

'multiple potential catalysts for share price appreciation'

and the massive valuation discrepancy between PYC and its peers

PYC Mkt Cap £6m
SLP Mkt Cap $1000m
SDGR Mkt Cap $6000m



Link to Tweet :-

[davevt] 06/7/2020 14:25

Stig, stop filling up the boards with your constant spam.

1. who will the big pharma be? It doesn't matter, it's irrelevant, pyc charge the same cost to a little one to a big one.

2. How much will the contract be? 35k per cancer drug, or free..

3. Any hints to repeat business. Depends how many cancer drugs the pharma invent a year, that actually make it to clinical stage, and if pycs results of dose estimation were better, or cost less than the pharmas own estimation..

[spacedust] 06/7/2020 14:11

Hahaha with his peanut holding

[flashheart] 06/7/2020 13:56

Exactly Stig. Dr Millen making sure a little market 'housekeeping' is in order before the release of a corporate event or news.

[the stigologist] 06/7/2020 13:22

oops.

Double Post.

[the stigologist] 06/7/2020 13:22

Not sure what the purpose of that trifling and inconsequential RNS was. I know some muppets think those cost money. They don't.

I choose to see it as Dr Millen being keen to be totally above board in his personal dealings and eager to insure i's are dotted and t's crossed prior to the upcoming what I expect to be series of newsflow

Whilst it will be interesting to see (IF the details are released!)

1) who the Large Pharma is
2) the value of the contract
3) any hints as to potential for repeat business etc

i don't think it's the biggest potential news

Hybridan the Company brokers told us they see "multiple potential catalysts for share price appreciation"

The Placing RNS included 3 of 6 bullet points relating to Personalised Medicine so i think it's missing the bigger picture to fixate on one customer in what is the bread and butter part of the business.

There are absolute behemoths (Google Deepmind and Jeff Bezos/Bill Gates funded GRAIL Inc involved in personalised medicine and plenty of UK unicorns like Deepmind/ Benevolent AI). This area is hot and holds such potential Companies are valued in the hundreds of millions on zero revenue. Just look at RENX Renalytix which does AI/ML in kidney diagnostics. A £300m+ valuation on zero revenues!

Physiomics have told us they are " discussions with established players in the field". Get the right partner to commercialise our cancer dosing tool and we could see PYC at 100p+ (never mind the 20p+ a Large Pharma deal should see us at)

PYC management have told us before they believe Personalised Medicine is 'exciting blue sky' bit of the company. Worth noting the tweet from their partner Merck KGaA this week that PYC re tweeted out. A few companies Merck collaborating with on AI/ML were mentioned. However i didn't see any mention of Palantir (Peter Thiels AI/ML Company valued at c.$40 Billion) which has a Cancer Analytics JV with Merck. That JV was entered into about the same time PYC made public their deal with Merck. Physiomics may not be involved in that Merck venture but demonstrates how leading edge Merck are and the involvement of huge US tech companies in Personalised Medicine.

[spacedust] 06/7/2020 11:16

Should be 95%

[spacedust] 06/7/2020 11:16

hxxps://www.share-talk.com/investors-lose-money-in-72-of-all-the-companies-ever-listed-aim-7-2/#gs.9iwan2

[spacedust] 06/7/2020 10:31

Jim the cunning 9noy holds 500k shares. Most of us hold more than him

[the stigologist] 05/7/2020 11:37

Whilst it will be interesting to see (IF details released!)

1) who the Large Pharma is
2) the value of the contract
3) any hints as to potential for repeat business etc

i don't think it's the biggest potential news

Hybridan the Company brokers told us they see "multiple potential catalysts for share price appreciation"

The Placing RNS included 3 of 6 bullet points relating to Personalised Medicine so i think it's missing the bigger picture to fixate on one customer in what is the bread and butter part of the business.

There are absolute behemoths (Google Deepmind and Jeff Bezos/Bill Gates funded GRAIL Inc involved in personalised medicine and plenty of UK unicorns like Deepmind/ Benevolent AI). This area is hot and holds such potential Companies are valued in the hundreds of millions on zero revenue. Just look at RENX Renalytix which does AI/ML in kidney diagnostics. A £300m+ valuation on zero revenues!

Physiomics have told us they are " discussions with established players in the field". Get the right partner to commercialise our cancer dosing tool and we could see PYC at 100p+ (never mind the 20p+ a Large Pharma deal should see us at)

PYC management have told us before they believe Personalised Medicine is 'exciting blue sky' bit of the company. Worth noting the tweet from their partner Merck KGaA this week that PYC re tweeted out. A few companies Merck collaborating with on AI/ML were mentioned. However i didn't see any mention of Palantir (Peter Thiels AI/ML Company valued at c.$40 Billion) which has a Cancer Analytics JV with Merck. That JV was entered into about the same time PYC made public their deal with Merck. Physiomics may not be involved in that Merck venture but demonstrates how leading edge Merck are and the involvement of huge US tech companies in Personalised Medicine.

[divmad] 05/7/2020 10:03

Lol. Sorry. Just asking.

[the stigologist] 05/7/2020 07:22

Wash your mouth out. Have that guy blocked on Twitter. He is clueless.

[divmad] 05/7/2020 07:20

Are you Riddler?

[the stigologist] 05/7/2020 07:13

It has not been announcd via a TR1 RNS (AFAIK)

I'm afraid the UK system relies on Holders to do notifications and there is little Companies or FCA can/will do

[montynj] 05/7/2020 00:34

Could u clarify please who is the small cap institutional fund who is now on the shareholders register? I can't find it..the co referred to it in a recent RNS but not in name

[flashheart] 04/7/2020 14:52

CAUTION davevt is a paid troll. Was recently prevalent on the HEMO board and made to look a laughing stock. Filter and ignore.

[ant15] 04/7/2020 09:29

davert you could not be more wrong! The technology is world class and their testing capabilities are not just confined to drugs that potentially combat cancer. As for being an offshoot of a university laboratory I have never worked in one The company was originally developed from a patent "origin" which detailed the movement of E.Coli along a food gradient in a virtual world responding to differing food concentrations .As for modelling the team are probably collectively the best in the world! I await the next announcements patiently but clearly pleased with the company's continued profitable development.

[spacedust] 03/7/2020 15:38

Dave you'll get blasted for deramping.

Remember only.positive comments through rose tinted glasses are allowed nothing else.

Jim the cunning sold out his shares at 8p that's the bottom line.

[davevt] 03/7/2020 13:40

Turbo, all they do is work out the most effective dose of cancer drugs to give patients in cancer trials.

That's it.

No 'simulation' or 'ai', and all drug companies already do this.

They charge 35k for every cancer drug they do a dose model for. They only work with cancer drugs, that's it.

How many new cancer drugs do you think are made a year, 1? 2?

They are an offshoot of a university lab, their business model was never intended to be profitable, just more to pay wages and keep it ticking over.

[carlisle44] 03/7/2020 08:00

good day incoming

[spacedust] 02/7/2020 16:37

Wait a 1p to 500p is that 50,000%

[thiopia] 02/7/2020 16:09

Saw 1000% a few years back in one day

[7rademark] 02/7/2020 15:34

Seen a 400% rise intraday on aim, anyone seen bigger.