Share Name Share Symbol Market Type Share ISIN Share Description
Physiomics Plc LSE:PYC London Ordinary Share GB00BDR6W943 ORD 0.4P
  Price Change % Change Share Price Shares Traded Last Trade
  -0.10 -1.43% 6.90 249,875 09:09:00
Bid Price Offer Price High Price Low Price Open Price
6.80 7.00 7.00 6.90 7.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 0.80 -0.13 7
Last Trade Time Trade Type Trade Size Trade Price Currency
16:21:42 O 30,000 6.754 GBX

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Date Time Title Posts
07/3/202110:36Physiomics - Cancer Treatment tech firm working with Merck + Oxford Uni9,519
04/2/202112:04Physiomics PYC 2021 DISCUSSION (MODERATED)4
22/12/202011:363 Years ago today2
29/11/202014:533 Years ago today-
15/10/202007:29PHYSIOMICS plc Virtual Tumor platform4,956

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Physiomics Daily Update: Physiomics Plc is listed in the Health Care Equipment & Services sector of the London Stock Exchange with ticker PYC. The last closing price for Physiomics was 7p.
Physiomics Plc has a 4 week average price of 6.75p and a 12 week average price of 5.30p.
The 1 year high share price is 17.10p while the 1 year low share price is currently 1.35p.
There are currently 97,334,778 shares in issue and the average daily traded volume is 1,184,701 shares. The market capitalisation of Physiomics Plc is £6,716,099.68.
davevt: What's amazing about the rampers, is they keep repeating what pyc do, as if it's unique to pyc. All the Biotech drug development companies do what pyc offer, and much more. That's why they get all the clients, and pyc has only got 3 new clients in 3 years. Hence the low revenues and no profit.
davevt: 'Riddler'.. 'The fact is that PYC style tech will become the NORM 2021 onwards' Pycs 'tech' is TWENTY YEARS OLD 🤣 Everyone else in this field makes themselves look like Tesla and pyc like Morgan. Honestly, in the Bio tech world, there will be no one sitting behind pyc. It's that limited.
davevt: The other thing it'd cretins are Unaware of is, for pyc to build these models, they have to be given data from the pharmaceutical companies they are working with. Hence it's a two way street, without the pharmas, pycs models wouldn't exist, hence why they can't charge a lot for what they are doing. Hence why when you see 'pyc has a contract', don't automatically think some company has approached them. It can be that pyc has approached them for data, and they may be able to fine tune their work or do it a bit faster. Contracts normally work like this. Pyc will approach a pharma and say let us run a simulation on one your known working drugs, one that the pharma has already worked out optimal dosing for, and see if we can get the same result using our model. Now two things happen. 1. Either their model gets the same results, in which case the pharma might use them in the future because it might have been faster or cheaper, or simply to sub out work to free up their own resources. Again this is what people don't consider...not that pyc has some 'unique' service, they don't..but a company can just use them to do work for them while they commit to other projects... Or.. 2. The model doesn't get close and pyc hopefully get some data to make their model better. This is the issue. You don't know how many clients pyc are approaching and how many no's they get or how many tests didn't work out and pycs model didn't work. End of the day, in the past 3 years they have only had 3 new clients.... But how many rejections?
the stigologist: Believe this is the strategy PYC will follow Parlay their consultancy work on Bios/Pharmas drugs into Royalty shares Potentially a very lucrative long term business model PYC Physiomics Market Cap currently £8m but this one deal with VAL Valirx alone has headline value of £6m ! ( hTtps:// ) hTtps:// Brothers Make Billions From Ex-Merger Banker’s Pharma Firm By Benjamin Stupples February 17, 2021, 5:00 AM GMT Updated on February 17, 2021, 12:11 PM GMT The Giulianis hold stakes worth $3 billion in Royalty Pharma Royalty Pharma shares have surged 70% since last year’s IPO --------------------------------------------- As Hybridan the Company Brokers note " sky potential from either personalised medicine side of the business or a windfall from any licensing agreement achieved for VAL201" "potential for exponential growth beyond £1m revenues we have forecasted" Notes US listed comparators Certara (NASDAQ:CERT) and Simulations Plus (NASDAQ:SLP) trade at 20x and 33x revenue (versus PYC on only 8x)
davevt: Anyone notice how pycs contracts are all basically free work in the hope of some kind of cut. If they weren't doing this free work, they wouldn't be able to put out an rns. This is the point as I've mentioned countless times. Pyc doesn't care about profit, just placings and funding and trying to lift the share price. I would love to know how many companies actually APPROACH pyc..
davevt: Pyc isn't a global leader in precision dosing. It's at the very bottom. Name one drug modelling company lower ranked than pyc.. Look at your own stupid graphic...70 projects done, in HOW MANY YEARS? over a decade! I'll wait.. And to explain your other points... Links with Oxford University - Check *because it's an offshoot of an old Oxford university research project* Links with Government - Check *see above* Funding from UK Government - Check *see above* Links with Top UK Cancer Institutions - Check *it's services only apply to top Biotechs* Links with top UK cancer biotechs - Check *see above* Links with top Global Pharmas - Check *see above* and hence why it has next to no customers, never made a profit, expired patents, still doing the same one thing it did 15 years ago. Meanwhile everyone else is dose predicting all drugs, loads of contracts, hundreds of millions in revenues. My local failing pub does more revenues than pyc. THE CLEANING COMPANY for a big pharma do more revenues than pyc.. The people who supply tea and coffee do more revenue than pyc..
the stigologist: Those who look at Fundamentals might want to ask why $1000m TRHC Tabula Rasa which has $300m Annual Revenue and $50m annual cashflow has partnered with Physiomics (EV £7m) in the $200 Billion p.a. cancer therapy market $1000m TRHC paid $20m to acquire DoseMeRx in 2018 and have since been building it up and now adding Physiomics cancer dosing algorithms to their major Precision Dosing app. They seem excited (2 execs from TRHC on the PYC RNS extolling the virtues of PYC) I don't see how TRHC don't take an Equity Stake in PYC or buy it outright at some point And you'd have to think a starting point for Equity Stake is 10p+ A starting point to buy PYC outright is going to be 20p+ The Ex-Founder believes PYC is worth 100p+
davevt: This is what people fail to realise... It doesn't matter if EVERY SINGLE BIG PHARMA thought pycs service was AMAZING..and ALL of them wanted use pyc.. Why? Because all pyc do is dose prediction for ALREADY DESIGNED CANCER DRUGS. Now, how many cancer drugs do you think are designed and tested to work each year, by all the big pharmas combined? 3? 5? If that? Let's say 10 to be generous. Pyc dictate the doesn't matter how many billions the pharmas are worth...they ain't just throwing money at them because they have loads... Pyc charge 35 grand for a pre clinical dose schedule, and around 140 for a clinical test dose schedule...but that only happens once a pre clinical is done...and trials, which take a few years. You don't just go to pyc and go straight to a 140k clinical test.. So that's why pyc will never be more than it is.. Hence why the stupid pie in the sky claims of 'millions' could be given to pyc for their dose prediction for Doxetal for Dosemerx. Why would they get millions for something pyc charge 35k for? Yes, there could be a royalty for using it in the app, but this is merely an addition, for one single drug in an app that has thousands. This isn't some game changing thing, it's a bonus yes, but end of the day, the work pyc does doesn't command a lot of money.
the stigologist: Some comments based off this week's Hybridan Research Note Phenomenal week of news for PYC for both the core Modelling and Simulation / Biosimulation business and the new blue sky exciting growth area of Personalised Precision Medicine 1. UK Government funding of £150k for a Precision Dosing App trial with Portsmouth NHS Technology Trials Unit 2. Merck sign up for £270k of 'initial' Modelling and Simulation contracts for 2021 3. Physiomics sign partnership deal with $1bn US Company Tabula Rasa Healthcare (TRHC) to commercialise Precision Dosing App in the huge US market Some interesting numbers here on potential of US Precision Dosing market opportunity just in Prostate Cancer ! 170,000 Prostate Cancer cases p.a. in US 20-30% advanced metastatic with only 30% 5 year survival rate So an addressable market of 34,000 to 51,000 Exposure controlled dosing could help significant proportion in terms of survival and toxic side effects Question becomes how much do TRHC/PYC charge for access to this software ? At a very reasonable $100 per 'test' you'd be looking at revenues of $3.4m to $5.1 p.a. I'd guess TRHC take majority of revenues whilst PYC get a royalty of say 10% ? $0.34m-0.51m on a 50x multiple for 'high quality' royalty earnings stream basis could be worth $17-25m in valuation terms Note RENX pricing for their CKD test is set at $950 a go so my numbers could be out by 10x ! Given a course of docetaxel can cost several thousand dollars maybe PYC/TRHC could justify that sort of rate in which case you're looking at potential market size of $34-51m and a PYC valuation of $170-250m ! Finally on the 'old core Modelling and Simulation' side of the business the IPO of Certara CERT has demonstrated the value the US market places on such businesses PYC has circa £1m revenue per annum so on 25x revenue the 'unexciting' old core business should be valued at £25m ! Add the blue sky exciting Personalised Medicine business with a very conservative valuation of $17-25m (but with huge upside potential depending on how this scales up) we should be sitting at around £37.5m - £40m IMO i.e. around 40p per share
the stigologist: One does sometimes despair at the feeble intellect of your typical AIM investor. Over on Twitter we've had self proclaimed 'encyclopedic knowledge of 100s of AIM Companies' Riddler claim PYC are '£200k off profitability' At last weeks Presentation the Company had a big slide showing they made a 'Loss After Tax' of £64k. (So saying they are £200k off profitability is a 200% over-estimation) Today's RNS is a 'RNS-NON' this means the NOMAD do not deem it 'significant' under AIM rules which stipulate any contract has to be 5% of Revenue to qualify. I doubt both Bicycle and Merck got up Friday morning and signed off on 'sub 5% of PYC revenue' contracts. For Investors the significance is as follows :- These Modelling and Simulation contracts are 'bread and butter' stuff for PYC Bicycle (founded by Nobel Prize winning scientist) and with a $1.7bn licensing deal with Roche Genentech is a very very exciting Company. Simply growing alongside them is going to be a great marketing thing for PYC. Why shouldn't PYC shout it from the rooftops. We've now won 8! contracts on 4 of BCYC's assets !! Bicycle clearly like what Physiomics provide to them. There is a glowing customer testimonial they have supplied which is on PYC website. Merck (The German Merck. Merck KGaA) just happens to be one of the most innovative of the Big Pharma companies worldwide. In Immuno-oncology they are so hot they partner with GSK and Pfizer. Again to have a huge Company like Merck constantly coming back to use the services of a small consultancy like Physiomics is a huge indicator of the excellence of PYC tech and expertise. BUT... Once again for the slow students at the back these are just 'bread and butter' contracts for PYC now In the recent Investor Presentation Dr Jim Millen told us that side of the business should take care of itself... (having grown it from £0.2m in sales to £0.8m in sales in just 3 years) he is now looking to ACCELERATE Physiomics growth via (AND THIS IS THE BIG NEWS TO LOOK FORWARD TO) - Collaboration with a larger CRO (in discussions with several) - Seeking partnership with Established Players in the Personalised Medicine field to get regulatory approval and commercial traction for their Blue Sky exciting growth venture in Precision Dosing for Cancer (already funded to tune of £200k by Govt's Innovate UK, with additional £150k grant Clinical Trial to start soon at NHS Portsmouth Technology Trial Unit) - Potential upside from clients drugs being licensed (We know PYC get a share of ANY licensing income on Valirx's VAL201 and Sareum's SRA737. They may also have a share on CYCC Cyclacel's Seliciclib currently in various trials around the World including for Rheumatoid Arthritis and possibly soon Covid at University of Edinburgh).
Physiomics share price data is direct from the London Stock Exchange
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