News….11 Aug 2025 15:05
Hello All,
Jari - I admire your honesty with admitting you have lost money here, no body wishes that and I wish you well and if you are still holding I hope you reap the rewards I anticipate.
PYC is on the cusp of a huge rerate….and as a long term holder who has done very well previously, the company is in the best position it has been, and at a transition point with the dosing PREDICT ONC trial and the new revenue generating offering,
For the financial year ending 30 June 2025, Physiomics forecasts a 46% increase in total income and a 31% reduction in its loss after tax, compared to FY24
Contract wins are at a record high, with the average annual contract value exceeding £1 million, up 63% compared to the prior five-year average.
Carry-forward contracted revenue stands at approximately £593,000 for FY26—about 19% higher than the £500,000 carried forward from FY23 into FY24
Record contract wins and increased backlog provide a strong foundation. The revenue recognition lag typical of modelling businesses (6–18 months) suggests FY26 should benefit from FY25’s pipeline
The 46% upturn in income and 31% shrinkage in losses in FY25 signal a shift toward operational efficiency
Beyond oncology, Physiomics is gaining traction in areas like dermatology, data science, and target discovery, adding new revenue streams
A single successful oncology dosing tool could command significant share within the overall ~US $2.9B oncology software market and tap into the rapidly growing US $126B precision oncology segment.
If approved and what I am lead to believe it is looking very postive,
A baseline value projection for an oncology dosing tool lies in the tens to hundreds of million USD per year.
In the best-case scenario, and especially if it achieves widespread adoption, it could approach or exceed US $1 billion in annual value, given the large and growing oncology digital health ecosystem.
Iid expect a larger multi year contract landing soon…
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