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(PYC) Physiomics Share Chat

Discussion in 'General Share Chat (PYC)' started by Inspiration, Nov 28, 2017.

  1. Inspiration

    Inspiration Moderator Moderator

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    Monday 02 October, 2017


    Physiomics PLC
    Company Update
    RNS Number : 3145S
    Physiomics PLC
    02 October 2017


    Physiomics plc

    ("Physiomics") or ("the Company")



    Company update


    Physiomics plc (AIM: PYC) is pleased to announce positive developments relating to its core oncology and simulation business and to provide commentary on potential business collaborations and progress in diversifying into the personalised medicine space.

    Potential Anchor Deal for the Core Modelling and Simulation Business

    The Company is in term sheet discussions with a major client on a deal that would potentially secure a significant volume of work for the Company over a multi-year period. We aim to conclude this deal in the next three months, with a view to its coming into effect at the beginning of 2018 and further announcements will be made in due course. The directors believe such a deal would represent a very clear and public validation of the Virtual Tumour technology by a global pharmaceuticals company, however there can be no guarantee that any deal with this client will complete.


    Modelling and Simulation Business Development

    Over the course of this calendar year to date the Company has been in contact with over 50 potential clients (biotech and pharma companies in the oncology space). It has achieved this through attendance at three major partnering conferences, a marketing campaign, leverage of senior management contacts and word of mouth and passive approaches via website or networking locally within the Oxford and broader UK lifescience hub.

    There are three potential clients (two big one medium pharma) with whom there are active discussions on potential projects and we aim to convert at least one of these potential clients into a contract over the next six months. However, there can be no guarantee that any of these leads will convert, further updates will be provided as appropriate.


    Discussions relating to potential collaborations with other service providers

    In addition to the direct approaches to clients outlined above, the Company has engaged in discussions with six other larger service provider companies with a view to business collaborations. We also aim to convert one of these collaboration discussions into a deal over the next six months but again there can be no guarantee that this will happen.


    Personalised Medicine

    As set out in our 2016 Annual Report, the Company sees a significant opportunity in the development of an offering in the personalised medicine space which involves treating patients based on their individual and disease characteristics.

    The company has made good progress with the Innovate UK Grant announced earlier this year to develop a prototype decision support system ("DSS") to improve cancer care by helping medical professionals make informed treatment decisions based on patient specific data.

    The project has already received positive feedback from our collaborators (Prof Mark Middleton of Oxford Universities NHS Foundation Trust and the Oxford Academic Health Sciences Network) and is now entering a further phase of testing with healthcare professionals involved in oncology treatment.

    Developing a commercial tool will require further work once the prototype has been completed and to this end the Company has identified several substantial, non-dilutive funding opportunities from government grants. There can be no guarantee that these grants will be awarded and further updates will be provided in due course.
     
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  2. Inspiration

    Inspiration Moderator Moderator

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    Tuesday 28 November, 2017

    Physiomics PLC
    Clinical Project Completion and Services Agreement
    RNS Number : 6248X
    Physiomics PLC
    28 November 2017


    Physiomics plc

    ("Physiomics") or ("the Company")

    Completion of VT Clinical Project with Merck and announcement of Master Services Agreement

    Physiomics plc (AIM: PYC) is pleased to announce that the human Virtual Tumour ("VT") project with Merck, a leading science and technology company, first announced in March 2015, has now been successfully completed and that it has today entered into a Master Services Agreement ("Agreement") with Merck. The Agreement envisages a multi-year relationship and its minimum value to Physiomics in the first twelve months will be €500,000. Physiomics believes this Agreement represents a significant milestone in the relationship between the two companies and reflects the value that it has been able to add over five years of working with this key client.

    Physiomics can now confirm that it has been working with Merck since March 2012, during which time it has completed twelve projects involving pre-clinical and more recently clinical predictions, with other projects in progress.

    Physiomics believes that the Agreement represents a significant external validation of its Virtual Tumour technology by Merck. The Company believes that its ability to successfully model the combination effect of treatments having different mechanisms of action at the cellular level and its ability to scale this up to allow meaningful predictions of overall tumour growth has provided unique and valuable insights.

    Dr Jim Millen, CEO Physiomics said: "We are very proud to be working with Merck, one of the world's top pharmaceutical companies, in an area as important and rapidly growing as oncology. We believe this Agreement marks the beginning of a new longer term relationship with this important client".
     
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  3. Inspiration

    Inspiration Moderator Moderator

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    The share price has risen nearly 300% today. The RNS didn't appear on the usual 7am list on Investegate, although it's there if you search for it using the EPIC code.

    Today's trades:
    Open 1.24p
    High 3.65p so far.

    Director James Millen paid 2.50p for 500,000 shares (£5k) on 22.12.16

    Very low MCAP (changing as I type)
     
    Last edited: Nov 28, 2017
  4. Inspiration

    Inspiration Moderator Moderator

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  5. Inspiration

    Inspiration Moderator Moderator

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    5.50p paid this morning!
     
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  6. Inspiration

    Inspiration Moderator Moderator

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  7. Inspiration

    Inspiration Moderator Moderator

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    I have no idea if the above quote is genuine, but it has influenced some pi's, as well as the RNS itself, of course.

    A lot of traders had a 10p target today, which was reached late afternoon. Several had paid 1p a few months ago (sadly not one I'd picked up on).

    Some of the traders have left, but will be spending their profits elsewhere.


    Live trades here. The share price is slipping back now, so be careful.

    https://beaufortsecurities.moneyam.com/trades/PYC/Physiomics.html-trades
     
    Last edited: Nov 29, 2017
  8. Makaira88

    Makaira88 Life's a beach ...

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    PYC closed today @ 9.5p up 123% volume 112m shares.

    Market cap now = £5.4m being 57m shares @ 9.5p

    Volume today nearly twice total number of shares issued (!), so clear indication of extent of day trading going on today.
     
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  9. Inspiration

    Inspiration Moderator Moderator

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    15p paid now! There's only a relatively small number of shares in free float.

    Unfortunately I only had a very tiny amount of available cash in and sold when it doubled, but watching out of interest and finding new sources of reliable Twitterers.

    The price has moved so fast that I didn't feel safe selling something else and reinvesting here, although the MCAP is a good guide as to what is a sensible valuation. I'm very cautious though when there are traders about.
     
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  10. Inspiration

    Inspiration Moderator Moderator

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    I've got some shares in Woodford's Patient Capital Trust. (WPCT). He has a 10 year project in mind, helping small companies, including some pharma's. It's in its second year and trading below the IPO price. I'm hoping that there will be some opportunities like PYC in due course.
     
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  11. Inspiration

    Inspiration Moderator Moderator

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    Going through 20p now. MCAP still only £10m. Leon Hogan (Leonstrade - remember him from QPP days?) is sometimes a reliable source of info.

     
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  12. Makaira88

    Makaira88 Life's a beach ...

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    Bought some PYC late this morning @ 19p ... amazed to see the share price go to 30-31p since then! :)

    Edit: then back down to 18p! o_O
     
    Last edited: Nov 30, 2017
  13. Inspiration

    Inspiration Moderator Moderator

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    MM shake.
     
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  14. Inspiration

    Inspiration Moderator Moderator

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    I'm in a Twitter group with people who're watching L2. Not much between 20p and 30p available, so they may have to mark it back up if the short rumour is true.

    They believe the MM's forced the company to put out this RNS just before 2pm

    Physiomics PLC (PYC)


    Thursday 30 November, 2017

    Physiomics PLC
    Share Price Movement
    RNS Number : 0132Y
    Physiomics PLC
    30 November 2017

    Physiomics plc

    ("Physiomics") or ("the Company")


    Share Price Movement

    Following the movement in the Physiomics share price today the Company would like to draw investors' attention to its RNS of the 28th of November in which the Company announced the signing of a Master Services Agreement ("Agreement") with Merck KGaA whose minimum value in the first twelve months of the contract is €500,000 (equivalent to around 60% of our net operating expenses for the financial year ended 30 June 2017). The Company would like to confirm that this represents the expected value of the contract in the first twelve months and that there is no guarantee that it will be higher than this. The Company would also like to confirm that the contract envisages a multi-year agreement with no specific term and that the annual value of services provided under the contract after the first year is not guaranteed. As previously stated, the Company sees this as a significant external validation of its technology platform as well as the cementing of the relationship with a significant big pharma client.

    The Company also notes that the 12 projects completed with Merck KGaA since 2012, were in the ordinary course of business. All except two were completed in prior financial periods and their average value was around £30k.
     
    Last edited: Nov 30, 2017
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  15. Inspiration

    Inspiration Moderator Moderator

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    I think the secret with trading is to set your own target that you're happy with. Ignore other people's predictions, as they may have a different time frame in mind, or are just out to catch the unwary. External factors can suddenly change too.

    This is a share that rocketed quickly and needs an eye on the live price, or else put a limit order in place.

    https://beaufortsecurities.moneyam.com/quote/?epic=PYC
     
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  16. Inspiration

    Inspiration Moderator Moderator

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  17. Inspiration

    Inspiration Moderator Moderator

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    From LSE (Ant is one of the founders, but I've forgotten which one. I'll post details later when I've found out.)

    ant1530 Nov '17 - 15:07

    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
     
    Last edited: Nov 30, 2017
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  18. Makaira88

    Makaira88 Life's a beach ...

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    I am useless at trading. I bought PYC for medium / long term to see where it goes over the next year initially.
     
    Latest Given Reputation Points:
    Inspiration: 5 Points (I'm useless at it too! Usually get in far too late after dithering.) Nov 30, 2017
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  19. Inspiration

    Inspiration Moderator Moderator

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    If you look at trading mathematically, rather than going by sentiment, there are some great gains to be had:

    upload_2017-11-30_17-47-56.png
     
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  20. Inspiration

    Inspiration Moderator Moderator

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    upload_2017-11-30_17-49-49.png

    You can split some of the bigger trades, if you don't fancy investing beyond say trade 7.
     
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