Renalytix Share Discussion Threads

[mr roper] 25/1/2023 16:55

It'll be nearer $5 soon enough. Once the big mo takes hold the Yanks will eat it up. Heck of a bowl on the chart

[wan] 25/1/2023 16:45

Charlieej...Apologies, yes agree and I stand corrected, not sure how I ended up with £1.40!

[charlieej] 25/1/2023 16:36

Wan I think your sums are off. Just hit $3.18 which is £1.28

[wan] 25/1/2023 15:02

Renalytix is currently trading in the US at an equivalent to over £1.40, so it will be interesting to see where it finishes the day.

Clearly there is some demand for the stock on both sides of the Atlantic as we enter what could prove to be a pivotal quarter in several respects.

[donald pond] 25/1/2023 09:43

I've added a little today. Probably needs news to sustain things but could go a long way

[mr roper] 25/1/2023 08:31

Yup. Next leg in motion

[professor x] 20/1/2023 13:56

Looking a thing of beauty, if it does.

[mr roper] 20/1/2023 13:54

Next leg up on the chart about to start by the look of it

[red171] 19/1/2023 07:33

Medicaid coverage seems to be for 34 states and seems to cover 62% of the whole US population. These are the states not currently covered to check for in population order. McCulloch's argument about "super majority coverage" may give them a different weighting for their location*


California 12% of USA total or population of 39m
Florida 7% or 22m
New Jersey 3% or 9m
Virginia* 3% or 9m
Mass* 2% or 7m
Tenn 3% or 7m
Maryland 2% or 6m
Missouri 2% or 6m
Connecticut* 1% or 4m
New Hamps -% or 1m
WV -% or 1m
Delaware -% or 1m

Arkansas 1% or 3m
Oklahoma 1% or 4m
S Dakota -% or 1n
Hawaii -% or 1m


So, deteriminations all part of that "milestone heavy short term" McC expects incluidng new partnerships & TBF did include the VA enterprise cloud contract just announced.

[wan] 18/1/2023 09:42

Renalytix last reported their commercial coverage for KidneyIntelX within their fiscal first quarter ended September 30, 2022 on 30th November 2022 at 30 private insurance and network providers and 33 contracted state Medicaid programs .

I note that according their KindneyIntelx website the coverage for Commercial Health Plans and PPO Networks now extends to 32(possibly more) and Approved State Medicaid Programs 34(possibly more?)


Given that Renalytix has since completed their second fiscal quarter and commenced their 3rd quarter, I assume that those numbers may have increased further, but we may have to wait for the Half-year Report in March for a further update(and more).

[toffeeman] 12/1/2023 08:52

get rid of TD

[wan] 11/1/2023 11:00

There is a lot currently happening in the kidney care/health and value-based kidney care space!

National Kidney Foundation Journal Changes Name to Advances in Kidney Disease and Health

The National Kidney Foundation
Jan 09, 2023

NEW YORK, Jan. 9, 2023 /PRNewswire/ -- The National Kidney Foundation (NKF) is excited to announce a new name for its bimonthly journal, Advances in Kidney Disease and Health (AKDH). Formerly known as Advances in Chronic Kidney Disease, the previous title fit the focus of the journal at that time and included topics related to chronic kidney disease (CKD) or kidney failure. The journal will continue its thematic focus, but this name change illustrates an expansion of its scope and range of topics bringing a fresh new focus to journal topics that include innovation and discovery, technology, public awareness and policy, professional education, and improving health equity.

The current inaugural issue of AKDH will include in-depth articles on artificial intelligence (Al) and its application in the diagnosis and management of patients with kidney disease. The issue will cover how the use of Al will impact individualized care, help with data collection across health systems as well as extrapolate new information across the globe and potentially break down geographic and socio-economic barriers in sharing medical knowledge and information that benefits patients.

AKDH will also include a focused review section devoted to a single topic of particular interest, as well as regular features. Each issue will provide in-depth, scholarly review articles about the care and management of persons with early kidney disease and kidney failure as well as those at risk for kidney disease. The full spectrum of basic science through clinical care is covered in these reviews. Clinical care issues include a multidisciplinary team approach to the care of kidney patients.

"The new name reflects the ongoing paradigm shift in kidney care toward delaying disease progression and innovative approaches to improving outcomes that are important to patients, allowing them to lead longer, healthier lives," said NKF Chief Scientific Officer Kerry Willis, PhD. "In Dr. Thakar, we have the ideal leader to shape AKDH for this new era of clinical practice."

"Changing the name of the journal to reflect the new focus of the content is a great way to start off 2023," said Dr. Sylvia Rosas, President of the NKF and a nephrologist and epidemiologist at the Joslin Diabetes Center. "I'm excited to read about the innovative, patient-centric kidney therapies on the horizon as well as a focus on preserving kidney health. Kidney disease is a public health crisis affecting 37 million Americans. There are 120,000 Americans on organ transplant waiting lists and 84 percent of those are waiting for a kidney. Our patients including those at risk for kidney disease are the motivation behind the new name as well as our daily advocacy activities for improved kidney health for all Americans."

Full release -

The inaugural issue of AKDH appears to not be available to non-subscribers, but I note that the co-guest editor for that edition, Girish Nadkarni, is a co-founder of Renalytix -

[sirshagalot] 11/1/2023 09:55

flyingogo you bought during covid hype, be patient this will return to those levels on a much more stronger foundation .
But it will take time!

[1jat] 09/1/2023 12:08

I feel the importance of this announcement is that it demonstrates a path to significantly higher revenues which will allow funding to be raised with less dilution than would otherwise be the case.
The path to positive cash flow is still not absolutely clear and I do expect a fund raising during 2023….if that is around the prevailing share price it will be the time to buy with much reduced downside potential.

[mr roper] 09/1/2023 11:46

No reason it can't get back there in a few years if it can show real revenue growth. Near 1m patients just at the VA, 1000 bucks at test.

[flyinggogo] 09/1/2023 11:37

I (naively) bought in here at 1067p without any news of this magnitude on the horizon. Looks like I still have a long way to go to break even, but this is definitely a move in the right direction

[wan] 09/1/2023 08:25

Very good news today, and described by Fergus Fleming, Chief Technology Officer of Renalytix, as "transformational"!

Recall that back in 2021 Renalytix previously indicated that on a longer term basis, that they had spoken at a national level with the VA about their care guidelines and integration all the way up to a national level in the VA medical system. And stated that the VA were going through a major EHR conversion to the Cerner System (Oracle) that has a long lead time to it. So, it demonstrates a lot of hard work and execution, and indeed marks a significant milestone!

[wan] 16/12/2022 07:52

Given all the very recent Renalytix discussions via Q&A's and video feeds regarding risk prediction models and the importance of early-stage care and ultimately prevention, I was interested to note similar over at Davita (excerpts follow) -

DaVita’s technology strategy driven by the ‘power of purpose’

Kidney disease treatment may be this organization’s core business, but prevention and prediction through AI and data analytics are its passion, notes CIO Alan Cullop

DEC 13, 2022

While treating ESRD patients through its large network of dialysis centers is the Fortune 200 company’s primary business, the company is also involved in efforts to reduce CKD cases and the need for dialysis treatment and transplants as well. Here, IT is playing a significant role.

“We’ve been working to enable world-class integrated care at scale and transform the delivery of care at each point of a patient’s journey,” says Alan Cullop, SVP & CIO at DaVita. “Our digital transformation strategy is centered around establishing a consumer-oriented model that helps us customize chronic care management based on the ever-changing conditions of each patient.”

The foundation for DaVita’s digital transformation will be a new technical platform and clinical documentation system that “allows for deeper integration across our applications and improves our ability to capture data throughout the patient’s care,” Cullop says, noting that development has been a multi-year process and deployment is now underway and will be completed in 2023. “We’re providing our physician partners, clinical teams, and patients with digital capabilities that support our efforts to proactively improve the quality of care our patients receive.”

In this CIO Executive Council Future Forward podcast, we talk with DaVita’s technology chief about the company’s plan to expand activities from CKD treatment to disease prevention. Cullop also talks about DaVita’s strategies for AI and data analytics, as well as the importance of passion and culture as drivers of technology innovation.

Tim Scannell: How much of a role do technologies like data analytics and AI play in DaVita’s overall technology and business strategy?

Alan Cullop: We have a very large and very focused effort on AI and data analytics. There’s so much power in data and the insights doctors get early in the care continuum and how we engage with patients even before they are in dialysis. We’re using predictive algorithms to identify signs of undiagnosed kidney disease. We’re also doing a lot with population health management, performing more comprehensive patient assessments, managing our high-risk patients, stabilizing transitions of care, optimizing outpatient care, and really trying to call out things that help us understand disease progression.
Full article -

Readers may recall that Renalytix entered into a partnership with Davita in January 2021 involving a program that utilizes KidneyIntelX which uses a machine learning algorithm to assess a combination of biomarkers from a simple blood draw with features from the electronic health record to generate a patient-specific risk score -

What is difficult to ascertain (I have checked a number of SEC filings) is to what degree that partnership was implemented, or is indeed playing a part today in Davita's expansion activities from CKD treatment to disease prevention.

But in any regard, it's a strong indicator of the direction of travel, which looks set to get some serious momentum behind it!

[wan] 13/12/2022 16:20

Plus one assumes that those tax loss sales in the US, assuming they did occur (and helped bring the share price down), are presumably causing some to pray 🙏 that the majority of any good news will come in 2023 i.e. pent up demand in the wings (even if the price is much higher than today). Time will tell!

[wan] 13/12/2022 08:29

Just my thoughts - It stands to reason, in my mind at least, that if drugs used to treat CKD are FDA approved (obviously), one assumes that a prognostic tool that identifies which patients need lower-level maintenance or ongoing monitoring or immediate lifestyle and therapeutic changes and referrals to a specialist should also ideally be FDA approved.

Hence in my view, FDA approval could be the ultimate catalyst that triggers strategic partnering and potentially involving a combination of players (diagnostic and pharma).

The managements focused efforts have resulted in a positioning across a range pivotal decisions and outcomes, not to mention further execution in terms of commercial traction. This concentration has ultimately increased the likelihood of a confluence of events occurring between 2022 closing out and the early quarters of 2023.

Therefore, at the very least, I will be maintaining my skin in the game.

[radderssandy] 06/12/2022 13:28

hxxps://www.voxmarkets.co.uk/articles/q-a-with-harwood-capital-ceo-christopher-mills-dce2152/

RENX discussed 36.06 into interview. Nothing that we don’t already know but good to hear that Harwood Capital sound positive on them.

[hpcg] 05/12/2022 22:57

I'd still rather get back in once revenue starts to kick in. I'm fine with buying in at a higher price when there is more certainty as it is that much easier to go large.

[mr roper] 02/12/2022 16:01

Check the rns above