Physiomics Share Discussion Threads

[spacedust] 21/7/2020 10:16

Jeez they can use Pyc's dosing technology for covid vaccine. Why do you think this is going to 500p

[the stigologist] 21/7/2020 09:34

Correct. It is a Cancer play not Covid.

However AACR are currently holding a 'Cancer and Covid' conference

EVG are in Phase II/III trials with a molecule which apparently affects two pathways in Respiratory and Cancer treatments so heck who knows !

[spudyoulike] 21/7/2020 09:29

Not a covid play. It's a cancer play.

[spacedust] 21/7/2020 09:23

Yip with such a low Mkt even at 100p our makt cap will be below 100m

[rolaw1] 21/7/2020 09:15

It's been a heck of a wait, but I have finally broken even!!

Now let's have that RNS about the new deal please.

GLA

[spacedust] 21/7/2020 09:12

Im starting to believe the story here. 10p plus today

[the stigologist] 21/7/2020 09:05

One of the things I've noted from recent Company twitter account tweets is focus on Prostate Cancer and precision personalised dosing. That 'dosing' and scheduling and sequencing are all really important factors in treatment regimens (and can encompass radio chemo immuno therapy)

Also on the Company website Personalised Medicine segment they talk about the 'first' of their tools i.e. there will be more after this Precision Dosing For Prostate Cancer tool.

Up to now the 'market' has compared PYC to likes of Simulation Plus and Schrodinger which are on 30x and 60x revenue.

However the Personalised Precision Medicine project is blue sky stuff and takes us into potential unicorn territory. UK listed AI comparators like RENX show potential for £400m Mkt Cap on zero revenue from a standing start in 2018.

We could be looking at multiples of 100p if we can get right commercial partners to match calibre of our Oxford Uni and Oxford NHS partners

[matt123d] 21/7/2020 08:58

I meant in a day or two

[spacedust] 21/7/2020 08:56

50%???? We need to think large. 500% is easily achievable

[matt123d] 21/7/2020 08:53

Can do 50% from here very easily

[spacedust] 21/7/2020 08:40

500p on a covid 19 deal

[matt123d] 21/7/2020 08:36

Added more with difficulty

[walter walcarpets] 21/7/2020 08:17

up up and away!

[spacedust] 20/7/2020 21:09

Should be demand says stig stig.

Its gine form 2p to 8p. Remember jim the cunning sold out his shares at 8p. He then got some at 3.5p recently. He will now doubt do another cunning ine and soon sell

[ant15] 20/7/2020 18:55

After today The best 5 Biotechs to hold are still SNG.PYC.GDR.AVCT. and ODX

[the stigologist] 20/7/2020 18:50

At one point today AZN had added over $5000m to its market cap for an early stage vaccine result most people already knew about and for which it's pledged it won't make any money ?!

Meanwhile SNG delivers very promising covid19 study results and its 'only' up 500% adding just over £200m to its market cap when Brokers are talking about a potential $2-3bn order book !

AZN could just buy SNG with pocket change and i bet its Market Cap would put on Billions from their 'astute' management spotting, evaluating and executing upon the 'opportunity' . Bonuses all round.

That's why I think whole UK sector will get bid up over coming days/weeks there is going to be a lot of financial/corporate/strategic/Govt paper being thrown at the sector now there's been an initial 'proof of concept' in Therapeutics. Just as we saw with Testing companies in early part of covid story.

Should be some home runs one hopes in likes of DDDD and EVG

Picks and shovel plays like PYC with news due on Large Pharma contract and 'multiple potential catalysts for share price appreciation' also should be in demand

[the stigologist] 20/7/2020 17:06

Nice long tail hammer? today

[the stigologist] 20/7/2020 14:17

Deep Dive Into Big Pharma AI Productivity: One Study Shaking The Pharmaceutical Industry



Very interesting on how early stage this move to AI is in Pharma and how slow moving Big Pharma is

How they are very slow to take on board outside technology (a great feather in PYC cap they have got into Merck KGaA and others)

Merck KGaA clearly leading edge and punching well above their weight in AI adoption

Another validation of PYC

Getting another Large Pharma on board could be start of a domino effect/tsunami of contracts/revenue growth over coming years

[the stigologist] 19/7/2020 21:21

According to ARK Invest, AI could add $30 trillion to the global equity markets over the next two decades. That’s almost as much as the entire US stock market is worth today!

And the best way to take advantage isn’t with traditional AI companies. As I mentioned above, it’s with “AI healthcare stocks.” The fusion of AI and healthcare is one of the most lucrative opportunities I’ve come across in my entire career.

AI Will Also Help Usher in the Era of Personalized Medicine

“Genomics” companies will play a major role in this revolution. But AI will play a massive role in this revolution, too.

You see, analyzing genomic sequences takes time and a ton of computing power. AI rapidly accelerates this process. It greatly reduces the time it takes to develop valuable drugs. Not only that, it drives down drug development costs. And increases the success rate of trials.

Money is pouring into AI companies at a breathtaking rate. According to CB Insights, $4 billion was invested in private healthcare AI startups last year. And that included 367 deals. That was the most money of any sector!

It’s also a huge spike from 2018 when $2.7 billion was invested across 264 deals. It’s easy to see why venture capitalists (VC) are betting so big on healthcare AI. According to Grand View Research, the market is growing at nearly 42% per year! By 2025, it’s projected to be a $31 billion industry. When an industry grows this fast, fortunes stand to be made.

[the stigologist] 19/7/2020 18:17

Why do you think 'the market' only recognised potential of UK diagnostics sector AFTER the catalysts provided by a Global Pandemic AND Govt plans to fund/support them?

[divmad] 19/7/2020 16:59

Why hasn't the market recognised, or begun to recognise, these key plus points in the last couple of years, whilst others cited in previous posts have skyrocketed?

[the stigologist] 19/7/2020 13:51

Guess the Regulators will have to step in and what better algorithm/model to use than one developed over many years by a third party independent company which doesn't materially benefit from 'skewing' of the results of the model ?

[the stigologist] 19/7/2020 11:46

Reminder of what the Ex Founder wrote a couple of years back


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] 19/7/2020 08:32

"Bigger than DNA. How AI is transforming Pharma industry"