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Share Name Share Symbol Market Type Share ISIN Share Description
Renalytix Ai Plc LSE:RENX London Ordinary Share GB00BYWL4Y04 ORD 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  35.00 5.74% 645.00 620.00 650.00 635.00 610.00 610.00 241,250 16:35:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -0.4 -1.0 - 383

Renalytix Ai Share Discussion Threads

Showing 276 to 300 of 600 messages
Chat Pages: Latest  12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
02/7/2020
14:45
Well to be fair there have been several 700k volume days here recently... you are right though Sahara has clearly attracted some interest!!
nimbo1
02/7/2020
13:58
Think you can thank Sahara for that.
busterdog2
02/7/2020
12:42
really decent volume here today - nice to see decent liquidity!
nimbo1
02/7/2020
10:48
I haven't got access to the following, but it highlights the increasing investor interest in digital health and related technologies - SUBSCRIPTION REQUIRED FINANCE UPDATED 14 HOURS AGO Pandemic spurs flood of venture capital funding to healthcare startups Venture capital funds have a renewed interest in startups focused on digital health and related technologies during the pandemic. Insiders predict this could be an unusually active summer for healthcare VC funding. hTTps://www.modernhealthcare.com/finance/pandemic-spurs-flood-venture-capital-funding-healthcare-startups
wan
01/7/2020
17:50
Bang on with that summary - although we also have the added bonus of a Covid hedge via the Kantaro JV!
74tom
01/7/2020
17:22
I forgot to add the new Renlaytix website page earlier - hTTps://renalytixai.com/covid-19-update/
wan
01/7/2020
17:21
thanks homebrewruss - I also follow Sahara - an amazing investor. up 150% in h1 this year...
nimbo1
01/7/2020
17:02
Nice twitter thread from Sahara summarising the investment case: hTTps://twitter.com/saharainvesting/status/1278354009317945344?s=19 he/she is worth following for other investment ideas
homebrewruss
01/7/2020
12:13
Yes Wan, I do laugh when I read the ODX BB and they obsess about the UK government consortium test - the Mount Sinai test is way ahead of them IMO, particularly with the Bio-Techne international distribution / manufacturing agreement in place. Florian Krammer and his team at Mount Sinai and beyond have been producing incredible work throughout the crisis, and the JV with RENX was a fantastic piece of news for us from a commercial point of view. Fingers crossed we can get the FDA EUA in the next week or two so production / distribution can start in earnest.
74tom
01/7/2020
09:45
Given Renalytix development and formation of Kantaro regarding a serology test for COVID-19, and the new test reported to show a Positive Predictive Value (the probability of disease if the test is positive) of 100% and a Negative Predictive Value (the probability of no disease if the test is negative) of 99.6%. , importantly with no requirement of costly proprietary equipment, I am also monitoring other reported test accuracy and evaluations. I won't fill this post with all the various coverage, but the following will suffice. Keep in mind the Positive Predictive Value (PPV) stated above for the following link - FDA EUA Authorized Serology Test Performance - hTTps://www.fda.gov/medical-devices/emergency-situations-medical-devices/eua-authorized-serology-test-performance The following is also a worthwhile read - PUBLISHED June 30, 2020 As Beckman enters US COVID-19 antibody market, how do rivals compare? hTTps://www.medtechdive.com/news/beckman-enters-busy-covid-19-antibody-test-market-amid-accuracy-concerns/580775/ Likewise for the following - 25th June 2020 New Cochrane review assesses how accurate antibody tests are for detecting COVID-19 Professor Jon Deeks, Professor of Biostatistics and head of the Test Evaluation Research Group at the University of Birmingham, explains: “We’ve analyzed all available data from around the globe - discovering clear patterns telling us that timing is vital in using these tests. Use them at the wrong time and they don’t work. While these first COVID-19 antibody tests show potential, particularly when used two or three weeks after the onset of symptoms, the data are nearly all from hospitalized patients, so we don’t really know how accurately they identify COVID-19 in people with mild or no symptoms, or tested more than five weeks after symptoms started. Dr Jac Dinnes, who worked on the review with the University of Birmingham team commented, “The design, execution and reporting of studies of the accuracy of COVID-19 tests requires considerable improvement. Studies must report data broken down by time since onset of symptoms. Action is needed to ensure that all results of test evaluations are available in the public domain to prevent selective reporting. This is a fast-moving field and we plan to update this review regularly as more studies are published.” hTTps://www.cochrane.org/news/new-cochrane-review-assesses-how-accurate-antibody-tests-are-detecting-covid-19 And then keep firmly in mind and how this test evolved from the success of a truly translational medical effort by Mount Sinai basic scientists, pathologists, and clinicians who have risen to the occasion and combined their unparalleled expertise in developemnt of the test, which can pick up the body’s response to infection, in some cases as early as three days post-symptom onset, and is highly specific and sensitive. That's not to undermine other tests/efforts, but some have not evolved in the same manner/way!
wan
01/7/2020
07:33
I note today's announcement and I am considering how disruptive KidneyIntelx will be to the existing standard of care, which is a good thing, and the players within that. Duke...Fair enough, but it worked OK with regard to EKF creating Renalytix. Other details and any discussions/debates are probably best done on the EKF thread.
wan
01/7/2020
07:05
Hey wan, thanks for the research notes. I looked at ekf when deciding how to invest in the renx and AI. Ultimately I chose renx directly as I couldn’t get comfortable with some of elf’s off balance sheet or JV structures where I thought the value was a bit too disconnected from the trading entity.
2theduke
30/6/2020
15:55
Welcome Brucie! None of us gets it right all of the time, but most of the time will suffice ;-)
wan
30/6/2020
15:31
Come to join you here for a few. Intrigued to see my friend Wan here. He doesn't always get situations right... but he certainly puts in the research... And it's usually worth at least a second look. ;)
brucie5
30/6/2020
10:10
Wan a lot of the shares which received a covid news driven boost have been suffering of late - 2 quality companies which don't deserve it are EKF and Yourgene in my opinion. EKF I've been waiting to buy. Renx I hope can be a 10 bagger plus over time of course - a decent comparable in my opinion is livongo - a health platform for diabetes management - 170 mil revenues and $7 bil market cap...could be Renx in 3 years I hope : )
nimbo1
30/6/2020
09:42
Some may already be aware that EKF Diagnostics gave birth to Renalytix, but I don't believe that Renalytix will be their only child! EKF's shares are currently suffering some weakness. EKF's Renalytix share holding is currently worth at least 3p per share (more if you factor in the potential FractalDX spinout/valuation and any increase in valuation generally).
wan
30/6/2020
09:29
“RenalytixAI has obtained an exclusive option under which it can license certain intellectual property surrounding the biomarker urinary Epithelial Growth Factor ("uEGF").“ The combination of exclusive biomarker IP (Today’s license adds to that which RENX already in licensed from Joslin), is what makes this particularly exciting. They have a distinct and growing competitive advantage and the global market is absolutely massive. Could they get to a position where they can monopolise all existing & newly discovered Kidney related biomarkers and in the process build an insurmountable competitive moat?
74tom
30/6/2020
09:04
I've been buying this for a while now and it is hard to not see a $1bn valuation in the very short term following the US listing. Whilst I had initially thought of a £9 a share value, it is hard not to see the higher value given the US tech multiples, this latest widening of target market, the data partnership, the spin-out (which I'm less keen on), the testing approval and the detailed prospectus, but finally, the very large and consistent buying and stake building in chunks. It is harder to stick to your investment rules when a share sticks its head above the parapet like this, but I'll stay disciplined. This share has stayed nearly 40% above its prior highs in the short term, (where all PI's would have been invested and many would have taken profits).
2theduke
30/6/2020
08:56
I've finished buying a stake here. The potential is staggering, lets see how this pans out. GLA.
donald pond
30/6/2020
07:52
Yes this double whammy of news has many positive implications! Licensing an additional Biomarker and accessing new Biobank / DKD data adds significantly to their competitive position. Broadening the use case is obviously extremely positive. Comments like the below are very telling, KidneyIntelX is best in class and could become hugely valuable in tackling a global problem. Prof. Matthias Kretzler, Professor of Computational Medicine & Bioinformatics and Internal Medicine at UM stated : "The primary aim of our research has always been the translation of findings to clinical practice in order to improve patient care and kidney health. The C-PROBE cohort was established with the express aim of enabling this translation to take place. We are very excited to partner with RenalytixAI in this endeavor and firmly believe that KidneyIntelX platform is an ideal vehicle to integrate the results of our work on uEGF with other biomarkers, bioinformatics and clinical research, with the goal of providing new, powerful solutions in managing CKD."
74tom
30/6/2020
07:38
I wonder if that pharmaceutical company participates in the Nasdaq listing - just a hunch!
nimbo1
30/6/2020
07:37
So with today's announcement it's now official, the potential for extending KidneyIntelX into additional patient populations is real, very real! Also, the data sharing agreement with a leading top ten global pharmaceutical company is clearly good news in itself. And as I was already starting to consider how many tests per year an individual might require, I am particularly interested in how this agreement will demonstrate the value of dynamic, repeated KidneyIntelX measurements.
wan
29/6/2020
13:01
Liquidity on both sides - you can sell in volume 515.5 - it’s creeping up
nimbo1
29/6/2020
12:43
Relentless buying again today, number of trades is low as per usual but £50k chunks suggest an II buying at this level - expect another tick up in the near future...
74tom
27/6/2020
17:05
Think that figure comes from the first page of the SEC registration statement, in the calculation of registration fee it has ‘proposed maximum aggregate offering price’ $86,250,000. Ties to the figure in the article when converted.
74tom
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