Renalytix Share Discussion Threads

[peterc1970] 23/7/2020 13:45

@Nimbo I guess it depends on the how much of a gap their is when both markets open, and what volume is on offer at the illiquid LSE end.

[2theduke] 23/7/2020 13:31

Thanks both, I will take a lot. Already in MXCT, but only a small holding so i pay attn for the midyear trials and the core revenue licensing.

[nimbo1] 23/7/2020 13:31

Maxcyte potentially very exciting over next 12 months. DXRX I bought at 90p and sold at 80p....good investing ; )

[toffeeman] 23/7/2020 11:42

2theduke

I am in IXI (aggree with Mad foetus) in a small way - also DXRX (little different) and MXCT.

HTH

[nimbo1] 23/7/2020 09:02

do you think anyone would bother given the likely volatility in a small cap stock?(micro-cap as far as the US is concerned)

[peterc1970] 23/7/2020 08:35

It closed at £5.80 equivalent on Nasdaq. Pre-market trading in this hasn't occurred so far, so the arb (whoever they are) will buy RENX and sell RNLX when both markets are open at 2.30pm.

[mad foetus] 23/7/2020 08:32

IXI worth a look on AI medical front

[2theduke] 23/7/2020 08:22

@wan et al. Are there other AI pharma companies you have identified? I started my research in to this area last year which is why I found and invested in renx, but it’s time to refresh and review again now. I doubt they’ll be one with as great a partnership as per mount senai but....

[74tom] 23/7/2020 08:07

Great to see AIM open up 2%, although still below the NASDAQ close...WINS at 5.40-5.70 leading the way... so we have the first clear evidence that the US will drive the price here.

Thanks for posting that @wan, all of the macro factors are favourable here which is what makes it such an attractive investment in the short, medium & long term :)

[wan] 23/7/2020 07:56

July 22 2020

Frost and Sullivan provides industry analysis and post-pandemic predictions

Predictions for 2020

In addition to providing analysis for the healthcare market, Das also released five predictions for 2020.

The final prediction for 2020 is that informatics and AI solutions addressing workflow automation and operational analytics will witness 100% growth.

Once radiology departments scale up their operating capacity later this year, Frost and Sullivan anticipates investments in teleradiology and AI-based solutions.

As companies begin to look past the pandemic, it's time to take the experiences and knowledge acquired and apply them to the future.

"We have gained tremendous amounts of learning during this pandemic," Das said. "So how do we take the learning that we've acquired in wartime and actually adapt it at peacetime? These are the questions that we at Frost and Sullivan are trying to answer for our clients every day."

[2theduke] 22/7/2020 21:36

I guess some MM needs to make a derivative to help the US and U.K. trade values align.
It’s a bit difficult otherwise to do it yourself.
Nice price run on the US, maybe citi group rolled up some interest.

[someuwin] 22/7/2020 21:32

NASDAQ:RNLX

[74tom] 22/7/2020 21:20

Yep, traded at the equivalent of £5.80 - £6.20 for the last hour, so way above AIM. If we gap up tomorrow then that’ll confirm that NASDAQ will influence proceedings.

As mentioned very intrigued to see what impact a Covid related RNS would have, potentially very explosive...

[nimbo1] 22/7/2020 20:59

I suspect today / tomorrow will show us the answer on pricing - aim will follow Nasdaq. Could be interesting with the mm’s over here as volatility on Nasdaq normally greater.

[mr roper] 22/7/2020 20:41

Yup. Moving nicely now. Intraday high of 15.50

[nimbo1] 22/7/2020 20:35

10 percent up stateside. 15.25 at the mo - would be nice to build a post ipo price base around there!

[mr roper] 22/7/2020 18:27

$14.85 now...14.98 being intraday high. Would be nice to break the 15 buck barrier tonight

[busterdog2] 22/7/2020 18:25

Up a dollar in the US

[mr roper] 22/7/2020 18:17

$14.60 now. 14.69 being intraday high so far

[74tom] 22/7/2020 18:10

Really positive - now at $14.50, equivalent to £5.67, hopefully it can push on. Based on the rise into close on AIM it appears we have US buyers taking advantage of the discount vs NASDAQ to arbitrage trade... always likely with the much higher volume over there.

[mr roper] 22/7/2020 17:35

Nice turnaround on the Nasdaq today

[nimbo1] 22/7/2020 15:20

It'll be very interesting when they do announce anything Kantaro wise (assuming positive news!) because the US market has for obvious reasons been bidding strongly for covid related plays.

[nimbo1] 22/7/2020 14:52

Who knows ref news. I bought this at an average of 4 thinking it could 10 bag. Will hold until something happens that changes my mind...so far it’s more likely than when I purchased now they have funding. Perhaps mr market being generous 😀

[74tom] 22/7/2020 13:43

Totally agree re. Sinai execution, as you highlighted last week the fact they maintained their 15% holding by contributing around $10m to the global offering gives me great confidence this will happen very soon. An RNS tomorrow (Not necessarily re. Sinai roll out!) wouldn’t surprise me in the slightest.

[nimbo1] 22/7/2020 12:59

not sure....weird moves can and will happen - after all it is still pre revenue so sentiment can change quickly as this price move has shown. Worth noting Livongo halved after its US IPO...before increasing 300% or something.

Renx has its money - just needs to execute the sinai installation and get the revenues flowing... then it becomes the exciting growth story we've all bought into.