Physiomics Share Discussion Threads

[the stigologist] 16/7/2020 11:05

and given its historic propensity to moonshoot into the 100s

and do 1000%+ moves

[the stigologist] 16/7/2020 11:03

£7m Mkt Cap at 7p is simply the wrong price for this given its historic invested capital in some of the hottest growth markets around

Application of AI and ML to Personalised Precision medicine in Cancer !

[spacedust] 16/7/2020 10:52

Spacedust mining £50k market cap

Rio tinto 100bn
Glencore 100bn
Vale 100bn

[catchingmice] 16/7/2020 10:50

I hope this is not a pump job once again as I'm still holding out for 11p in here to break evenNice rise so let's hope it continues as we all know this can rise extremely quick

[iamgreat1] 16/7/2020 10:46

Will fall again as usual its common people like stig trade this and soon the sell off

[wooster4] 16/7/2020 10:44

iamgreat - news you are told could be weeks away - don't make me laugh - you're always the last to know...tit!

[the stigologist] 16/7/2020 10:34

PYC Mkt Cap £6m

some valuation comparitors

RENX £380m
SLP $1000m
SDGR Schrodinger $6000m

[spacedust] 16/7/2020 09:58

Yes JC on the prowl

[roks] 16/7/2020 09:47

PYC looking lively today.

[matt123d] 16/7/2020 09:47

Added a few more. Is this finally the move to take it through 8p.

[the stigologist] 15/7/2020 13:16

Here is comment from 2017 Annual Report about establishing contact with 50 (FIFTY) potential clients

Signing up the 'new Large Pharma' could trigger a major domino effect as more potential clients switch to being clients

ALSO

note comment about how new Personalised Medicine business has potential to create 'significant shareholder value'

[the stigologist] 15/7/2020 13:02

Very interesting. Almost a tweet every other day from Physiomics right now.

Remember they set out to raise £300k and got £800k so they have a LOT of firepower for marketing. I suspect they will use announcement of new Large Pharma as part of a major marketing push. Having been talking to over 50 clients/potential clients the validation a Large Pharma gives will probably lead to major follow on from others.

That's in addition to how covid has made the case for in silico / computer modelling anyway because you can do it from home.

[spacedust] 15/7/2020 12:02

It could be months away. And when it cimes it will be undisclosed fee with unnamed big gigantic pharma

[iamgreat1] 15/7/2020 11:56

News i am told could be weeks away

[the stigologist] 15/7/2020 10:09

v interesting comments from PYC Annual Report

"Embedding technology in other service providers offerings"

"Licensing of Virtual Tumour model to Clients"

Already delivered Revenue CAGR of 70%+ 2017-9, but this would allow huge scale up in growth (AND re-rating of revenue/earnings potential)

[iamgreat1] 15/7/2020 09:49

Yes it could be weeksMany of you just assume its imminentI emailed the company and they said it will be when it is ready lots of red tape

[rolaw1] 15/7/2020 09:40

We need the RNS announcing this deal. Surely it cannot be far away.

[the stigologist] 15/7/2020 09:00

More examples of PYC moonshooting into the 100+ range

This time from 2011

TWICE !



I suspect with the developing fundamentals and increasing market appreciation of stories like SDGR and RENX that next time PYC spikes into the 100s it will be more sustained rather than a spike

[spudyoulike] 14/7/2020 15:37

Great work Stig! Really grateful that you share your research with the board. You cut straight through the meat. I have a decent amount of PYC in my ISA and enjoy dropping in every now and again to read through the posts of yourself, Ant man, and Zahid (over on LSE) + a few others. Keep up the good work stig and GL.

[the stigologist] 14/7/2020 14:57

News incoming on a New Large Pharma customer

Physiomics' valuation (£6m) is totally out of whack with its quoted peers
$SLP ($1000m) Simulations Plus
$SDGR ($6000m) Schrodinger

No stock on UK market has the regularity of incredible moonshoots PYC has

This was 2009

5p to 160p ! 3000%+

[the stigologist] 14/7/2020 14:04

I re-read the Annual Report last night in light of more recent news and understanding to see if it cast a new light on it

One thing they've talked about before and I expect more of :-

'engaging with potential service provider partners'
'actively seeking such collaborations'

Also when writing the Annual Report they would have been aware of the early stages talks with the New Large Pharma so maybe a clue to origin of New Large Pharma is comment about targetting 'further business in the USA' ?

I liked the comment about 'exciting because it raises our profile AND can involve exposure to regulatory authorities'

Maybe a question for ant15 ?

Given they state elsewhere in the AR the FDA support for Modelling and Simulation is it possible at some point the FDA could become a customer ? or even mandate Modelling and Simulation ?



Another encouraging snippet here about Clients showing increased willingness to allow their name to be associated with Physiomics in press releases being indicative of the 'value that we're adding' and 'credibility and recognition of Physiomics brand'

Also re-iteration of their commercial approach. Mainly working on 'fee for service' basis but also open to other approaches including

- success based milestones

- EMBEDDING TECHNOLOGY as part of a broader offering in collaboration with another service provider

- creation of a version of Virtual Tumour that can be LICENSED to a Client for its own use!

Some of these approaches would really allow massive scaling up of growth of the business rather than having to rely on simply hiring more consultants

[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.