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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
  -5.00 -0.78% 635.00 620.00 650.00 635.00 635.00 635.00 10,563 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -0.4 -1.0 - 377

Renalytix Ai Share Discussion Threads

Showing 326 to 349 of 625 messages
Chat Pages: 25  24  23  22  21  20  19  18  17  16  15  14  Older
DateSubjectAuthorDiscuss
10/7/2020
17:17
I filtered Stig... a while ago for obvious reasons. THanks for the link Don
faz
10/7/2020
15:33
Nice to see the wheels in motion.
mr roper
10/7/2020
14:41
Here's the US prospectus, date blanked out unfortunately htTps://www.sec.gov/Archives/edgar/data/1811115/000119312520177760/d893122df1.htm
donald pond
10/7/2020
10:21
Sure... I’ll stick with RENX thanks, not sure why you’ve wasted your time trying to cross ramp PYC - everyone knows it’s a dog.
74tom
10/7/2020
10:12
Interesting to note that Renalytix AI (RENX) is a very good analogue for Physiomics (PYC) investors RENX founded in 2018 Zero revenues Big losses Academic + Health network partners Mkt Cap : £300m+ Physiomics have been developing their Cancer Precision Dosing App in association with Oxford Academic Health Science Network and with significant Government funding The next step I suspect will be similar to what EKF Diagnostics did with Renalytix AI in 2018/2019 Separate it out as a Company in its own right Get serious funding and partnerships Drive it through Regulatory processes and get it on the market as a Commercial app Physiomics have already said they are in discussions with 'established players in the field' At a Market Cap of just £6m Physiomics has huge upside potential IMO
the stigologist
10/7/2020
10:12
Interesting to note that Renalytix AI (RENX) is a very good analogue for Physiomics (PYC) investors RENX founded in 2018 Zero revenues Big losses Academic + Health network partners Mkt Cap : £300m+ Physiomics have been developing their Cancer Precision Dosing App in association with Oxford Academic Health Science Network and with significant Government funding The next step I suspect will be similar to what EKF Diagnostics did with Renalytix AI in 2018/2019 Separate it out as a Company in its own right Get serious funding and partnerships Drive it through Regulatory processes and get it on the market as a Commercial app Physiomics have already said they are in discussions with 'established players in the field' At a Market Cap of just £6m Physiomics has huge upside potential IMO
the stigologist
09/7/2020
18:05
Ha, providing the IPO goes ahead the shares will be liquid and can be sold after 1 year. Personally, I think they’re worth holding on to; a US company called CareDX with whom VericiDX will be competing recently raised $134m at a valuation of $1.2b, it’s still loss making yet today trades at $1.6b market cap / 10 x revenues (thanks to @Wan for sharing this). So the potential is good and I don’t think they will struggle for II interest... At a £45m valuation and 59.4m shares in issue it would equate to a 75p a share dividend - a 13% yield based on today’s closing price, although could be much smaller by the time the lock up ends... Agree that it’s a side show to the main event though - KidneyIntelX is genuinely exciting!
74tom
09/7/2020
16:19
74tom - Makes sense - only downside being that as over 60 years old - if I passed on due to Covid might cost my estate more in administration costs than shares were worth = Lawyers tend to charge and arm and a leg to do anything!! Thanks also for cost attribution beakdown -
pugugly
09/7/2020
15:33
Just added a few more. July should be a busy month..
mr roper
09/7/2020
12:38
Re. Distribution of shares in Verici, it seems logical to grant shares in the new entity on a 1-1 basis. The book value of Verici is $2m, so they’ve minimised the ex dividend in specie impact on the RENX share price (it’ll be about 2.7p), IMO better to do it this way than the way EKF split off RENX, which resulted in a 30% ex div in specie markdown. My opinion is that they’ll look to raise around £20m when they IPO, and the pre cash valuation will likely be similar to the RENX IPO (£45m). They simply wouldn’t bother with the spin off process to list for much less than this. However, even a much lower pre IPO valuation of £20-25m would still result in a very nice paper profit vs the current book valuation... So based on the above assumptions, I’m happy with the 1 year lock in - it’s worth it to be get in at the very bottom. What are your thoughts?
74tom
09/7/2020
12:37
Hi Pug.Main events are KidneyIntelX and the forthcoming NDQ listing.The spinoff business is rather a side show for me. Will most likely sell any shares to buy more RENX when the time comes.
longshanks
09/7/2020
11:53
May have missed it, but what are peoples thoughts on the distrbution of shares in Verci and the lock-in periods -
pugugly
08/7/2020
11:43
Yes, which I confirm is exactly what happened when EKF Diagnostics spun-off Renalytix, with the resulting Renalytix shares showing in my ISA alongside my EKF holding.
wan
08/7/2020
11:14
are you entitled within an isa?
harleymaxwell
08/7/2020
09:33
Yes, that’s what it says...
74tom
08/7/2020
09:26
If I buy today will I be on the register on the 9th?? CD
cambridgedon
08/7/2020
08:50
thanks - website and company info really isn't very well presented or sizeable, which is a bit at odds with the quality of information that has been flowing.
2theduke
08/7/2020
08:47
All ducks aligning well.I see a compelling value proposition for using KidneyIntelX with all CKD patients as it helps prioritise which patients actually need the most expensive treatments available.Insurers will love it.
longshanks
08/7/2020
08:25
The Partnership Agreement is indeed excellent news, and further demonstrating managements track record to date of consistently executing on their strategy. Worth a look - America’s Choice Provider Network hTTp://www.acpnusa.com/
wan
08/7/2020
08:06
Ok thanks guys - helpful. I’ll look to confirm the ISA Point in due course but that’s helpful. Re the disclosure , helpful again as I was reading it as they maybe disposing shares. Great and prompt feedback - no doubt we’re all doing well here, this company has real momentum.
2theduke
08/7/2020
08:04
I added again yesterday and I’m pretty happy about that. Today’s partnership news is superb.
mr roper
08/7/2020
08:01
The Duke...If your Renalytix shares are in your ISA, then it follows that your Verici DX shares, which are effectively a dividend, will automatically be in the ISA too. From what I can tell, the related party element covers Mount Sinai if there were any lawsuits issued with regard to any apparent misinformation in connection to the listing of the shares in the US. After all, Mount Sinai are a hospital not a trading entity, nor indeed experts in the buying and selling of shares, so it seem reasonable to me, if I have understood it correctly.
wan
08/7/2020
07:59
You’ve missed the second part of that disclosure, I read it as a standard part of the dual listing process - key thing being it’s only relevant in the case of a material misstatement... Related party transaction “As part of RenalytixAI's preparations for a potential dual-listing on Nasdaq, The Icahn School of Medicine at Mount Sinai ("Mount Sinai"), a substantial shareholder in the Company, has requested that RenalytixAI enter into a registration rights agreement pursuant to which RenalytixAI will, at its own cost and expense, assist Mount Sinai in the registration of Mount Sinai's ordinary shares for resale under the U.S. Securities Act of 1933, as amended. The registration rights agreement contains customary indemnities given by RenalytixAI in respect of any loss suffered by Mount Sinai and certain of its associated persons (as well as the underwriters on any underwritten follow-on offering by Mount Sinai) arising out of any material misstatements made in or omissions from the public filings related to the potential Nasdaq dual-listing and/or the resale of Mount Sinai's ordinary shares. These indemnities are of a customary nature and are uncapped.“
74tom
08/7/2020
07:58
This will easily double post nasdaq listing
nimbo1
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