Physiomics Share Discussion Threads

[the stigologist] 14/7/2020 12:39

Physiomics out promoting their industry leading Modelling and Simulation capabilities as embodied in their Virtual Tumour model

[divmad] 14/7/2020 11:11

Seems like an inside few posts there. Can anyone enlighten me pls? Who is JP?

[officerdigby] 13/7/2020 22:47

Stig, edited ta!. Phat fingers phone!

Highly relevant question here IMO.

[officerdigby] 13/7/2020 22:23

Ant15, will you enjoy it more than stealing money from ERX on JP’s death bed, I wonder?

[ant15] 13/7/2020 17:45

Spacedust as a complete aside I have supported them (Accrington Stanley) since I was a young lad. I also support Man United and persuaded Alex Ferguson to buy a few shares in Accrington. Alison the Chairmans ( EW's ) daughter offered me the chance to buy Accrington Stanley for £600,000 but I declined the overheads as one moves up a division or two are immeasurable. Pyc has had a very small budget to develop its world class software but unlike Accrington Stanley it has and plays on a world stage but at a minor league value. ONLY AT PRESENT THOUGH. I can only repeat watch this space! I will enjoy the success more than you will ever know or why for that matter though Stig will appreciate my reasons.

[ant15] 13/7/2020 17:24

Stig your 6027 I have heard that this might well be a very distinct possibility. I am not certain where you got your info from and would not wish to labour this point but you may well be spot on!! As regards valuations I stand by all I have said in the past Hopefully the imminent announcement will push this to new and far higher levels.

[iamgreat1] 13/7/2020 15:17

Careful here sub 6p soon

[spacedust] 13/7/2020 15:09

Mits likely man utd fan living on the back of Liverpool's dominance.

Accrington stanley should that too. Win of winning the premierleague

[the stigologist] 13/7/2020 14:37

Chinese Biotech BeiGene raising $2 Billion on Nasdaq will give them $5 Billion on their balance sheet




Biotechs raising huge amounts of money right now. Even Chinese companies on Nasdaq! Why not? Covid has demonstrated 'health is wealth' there is going to be a gold rush to address cancer/covid etc .... in a gold rush the age old wisdom for investors is to invest in the 'picks and shovel' companies. To me that is another massive buy signal for PYC

[drnash79] 12/7/2020 21:42

Dear Stig
All your "research" is based on some other companies data and their success.... Just being on the same/similar field doesnt guarantee success for PYC..... Its like building false castles on the cloud of promise of someoen else's success. I currently hold and really want PYC to do well but all these ramping on the basis of sone other company's research is a bit off-putting
PYC will spike on its own on the news and doesnt need all these unnecessary posts

[drnash79] 12/7/2020 21:42

Apologies for double post by mistake

[the stigologist] 12/7/2020 21:01

An Operating System for Battling Cancer

Let’s start with Tempus, a Chicago-based startup that has raised a whopping $520 million since it was founded in 2015. The company most recently pocketed $200 million from a Series F in May. You’re probably more familiar with one of billionaire founder Eric Lefkofsky’s other ventures – Groupon (GRPN). His latest company is no bargain at a valuation of $3.1 billion. Tempus is creating what it calls an operating system to battle cancer using big data and a subset of AI called machine learning. More specifically, Tempus combines genomic sequencing of tumors, AI-powered tools to structure diverse datasets like oncology notes and pathology reports, and machine-learning algorithms fine-tuned to analyze radiology and pathology images. The result, the company contends, is a data-driven treatment customized for each patient.

Tempus is also using deep learning techniques to predict which tumors might respond favorably to immunotherapy treatment.

Tempus has leveraged its power and money to swing a number of deals, such as a licensing agreement with the American Society of Clinical Oncology to extract and organize data from one million patient records, according to a company profile in Forbes. Tempus reportedly works with 30% of U.S. oncologists and hopes to sequence 120,000 genomic samples for doctors this year. Last month, Tempus announced it would expand its focus to include AI diagnostics for cardiology to predict dangerous cardiac events and diseases before they occur. The effort is being done in partnership with Geisinger Health System, a regional health care provider with 1.5 million members in Pennsylvania and New Jersey.

Update 03/17/20: Tempus has raised $100 million in Series G funding at a $5 billion post-money valuation to expand into other disease areas, including diabetes, depression, and cardiology. This brings the company’s total funding to $620 million to date.

[the stigologist] 12/7/2020 18:07

Cancer diagnostic AI start ups

Tempus looks particularly interesting $5 Billion start up!



Tweeted here

[the stigologist] 11/7/2020 12:24

Interesting readacross


10th July 2020

Life sciences sector can have bigger impact on Welsh economy says EKF Diagnostics boss

Mr Baines said that EKF spinout company Renalytix AI, although most of is focus is in the US, could also play more of a role in Wales.

“So the whole world is sitting up and paying attention to diagnostics all of a sudden. If you can identify, using Renalytix’s technology, one patient who is going to crash into to kidney dialysis, that is not only saving a £100,000 a year it is also saving a patient from being in a chronic position with a shortened life span.

“I think [diagnostics] is going to be one of the premier life sciences businesses going forward globally, and I think everyone is waking up to that.”

Full story -

[spacedust] 10/7/2020 15:26

Come on JC it's back in your range. Help us Jase

[the stigologist] 10/7/2020 13:43

List of Top 40 Global Pharmas by Sales

Physiomics already have some of these as Customers/prior Customers including BOTH Mercks !!!

No.4 Merck USA (MSD)
No.25 Merck Germany (Merck KGaA)

[divmad] 10/7/2020 13:29

I wonder if some of these AI minnows need to amalgamate to benefit from economies of scale in the back office.

[the stigologist] 10/7/2020 10:11

Interesting to note that Renalytix AI (RENX) is a very good analogue for Physiomics (PYC) investors

RENX founded in 2018
Zero revenues
Big losses
Academic + Health network partners

Mkt Cap : £300m+



Physiomics have been developing their Cancer Precision Dosing App in association with Oxford Academic Health Science Network and with significant Government funding

The next step I suspect will be similar to what EKF Diagnostics did with Renalytix AI in 2018/2019

Separate it out as a Company in its own right
Get serious funding and partnerships
Drive it through Regulatory processes and get it on the market as a Commercial app
Physiomics have already said they are in discussions with 'established players in the field'

At a Market Cap of just £6m Physiomics has huge upside potential IMO

[divmad] 09/7/2020 19:02

What piddly turnover they both have. Overvalued, or what?

[the stigologist] 09/7/2020 18:56

I don't believe Schrodinger or Certara will enter into a bidding war for Physiomics yet

However it has been noticeable Physiomics have twice tweeted out this year examples of Industry M&A (mergers and acquisitions)

Parexel acquiring Model Answers
Simulations Plus acquiring Lixsoft

Which suggests to me they may have had some initial informal approaches ?

It would be a shame because I think Physiomics have much bigger potential in the Personalised Medicine space where they could be valued in the HUNDREDS of millions so we'd be talking multiples of 100p not simply 30, 50 or 70p as a Biosimulation software play

In their IPO Prospectus Schrodinger mentioned how Smaller Companies can often compete more effectively than them in certain niches. I don't see us as direct competitors. IF anything I'd expect as an initial step the likes of Schrodinger or Certara or more generalist CROs (Contract Research Organisations) might look to 'resell' Physiomics software/services in some way giving PYC some alternative routes to market and helping them scale their offering

Maybe ant15 has some perspective on this ?

[davevt] 09/7/2020 17:28

'Anyone can do this research'..

Yes, pyc is nothing like those companies.

That was easy research eh

And that's ignoring those other companies turnover 34 and 85 million, and pyc turns over less than your local petrol station..

[the stigologist] 09/7/2020 10:46

By my calculations Physiomics PYC should be trading at between 25 - 53p per share based on comparison multiples versus Global Peer group (Simulations Plus SLP and Schrodinger SDGR)

Anybody can do this research.