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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% 640.00 620.00 650.00 635.00 635.00 635.00 59,863 16:35:03
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -0.4 -1.0 - 380

Renalytix Ai Share Discussion Threads

Showing 351 to 375 of 600 messages
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
DateSubjectAuthorDiscuss
14/7/2020
18:24
There's been some suggestion from Jonathan Dutton on twitter that RENX are ultimately looking to be acquired by big pharma. I've seen him mention it a couple of times: hTTps://twitter.com/duttonjonathan/status/1282959603794415616
homebrewruss
14/7/2020
15:00
PYC may do a EKF/RENX soon The ex-Founder of the Company has contributed to the ADVFN thread a few times in recent weeks and has added more. He has made the case for why the stock should be trading 100p+ (vs current 6p) News incoming soon on a New Large Pharma customer (we were given heads up on it in May 27th RNS) Physiomics' valuation (£6m) is totally out of whack with its quoted peers $SLP ($1000m) Simulations Plus $SDGR ($6000m) Schrodinger No stock on UK market has the regularity of incredible moonshoots PYC has This was 2009 5p to 160p ! 3000%+
the stigologist
14/7/2020
10:35
Yup. Would agree. I think this will be oversubscribed as well. Pretty decent volume today already.
mr roper
14/7/2020
10:26
Yes they are crazy stats, but the positive thing is that technologies like KidneyIntelX can help to turn the tide - education, monitoring, lifestyle change & regular feedback is the only way to combat the problem. Wouldn't surprise me at all to see an oversubscribed placing as per their last raise in 2019, US Institutions will be all over this IMO.
74tom
14/7/2020
10:11
Great opportunity here but those are utterly depressing stats
mr roper
14/7/2020
09:46
The barriers to entry are significant, but will grow as KidneyIntelX is integrated further into additional healthcare providers EHR. And like 74tom, I particularly like slide 19, and the expansion beyond DKD, which is indeed something I have touched on previously - There are circa 37m (edited from 40m) people in the US with chronic kidney disease (CKD) – 12 million of these people will have Type 2 diabetes and their CKD has occurred as a result of the diabetes (DKD). So, in my opinion, it's also worth considering the significant efforts underway in the US (and elsewhere) to revolutionise identifying kidney disease early among high-risk patient populations and to better manage and thus reduce the national rate of kidney failure. e.g. In the United States, 30 million individuals have diabetes, 84 million adults have prediabetes (are at high risk for type 2 diabetes), and 75 million adults have high blood pressure. Put another way, Renalytix solutions could be used for much wider testing beyond those 'already diagnosed' with CKD/DKD to find those who have yet to be diagnosed with CKD. Earlier intervention and diagnoses would reduce complications and enable better management which would further reduce the national rate of kidney failure and increase the savings to the estimated $114 billion annual cost of chronic and end-stage kidney disease to the United States healthcare system. Clearly the market is (unfortunately) very large in the US, which I believe will be the proving ground for Renalytix as the market potential beyond the US is also very large indeed. For example in Europe, approximately 59 million people currently live with diabetes, which is set to rise to 67 million by 2045. If left untreated, patients are at greater risk of developing serious health complications, such as renal disease and cardiovascular disease, which are the two most common causes of death for Type 2 Diabetes patients. It is estimated that more than 40% of people with type 2 diabetes will develop CKD, and nearly a third will develop CVD.
wan
14/7/2020
08:23
Iv'e mentioned it here before but the other one worth researching before it goes down the US IPO route is maxcyte (planned within 12 months)...trading update tomorrow and chart looks good and I suspect US investors will value it far higher than aim investors. No ramp intended - just think its a good idea worth researching. I own there too.
nimbo1
14/7/2020
08:22
Yes, the presentation gets the goals scored throughout! I particularly liked that engagement is made for the ongoing health of the patient, it's not just there's your data now whose next. Once critical mass take-up is achieved the KidneyIntelx could become ubiquitous across the medical care industry.
faz
13/7/2020
22:06
Had exactly the same setup Faz, was definitely more impressed by the presentation than the second half! I thought James McCullough presented the business case very clearly, the opportunity combined with their first mover advantage & barriers to entry is quite something. Slide 19 showing future growth drivers was my favourite. The last point regarding developing solutions for other large chronic diseases being especially intriguing. The potential is almost limitless :)
74tom
13/7/2020
21:36
currently watching, and an eye on the Man Utd game! cheers nimbo1
faz
13/7/2020
19:04
hxxps://retailroadshow.com IPO roadshow presentation in the link above its v interesting - pricing on 16th apparently. Some great info such as they expect 3 additional large healthcare systems onboarded in next 12 months (in addition to Mount Sinai) Also discusses how it works in practice and barriers to entry etc. Compelling.
nimbo1
13/7/2020
17:01
Same faz. I’m a recent investor here and although I’ve been through the presentations, financials and news backlog the prospectus gives me a far more detailed picture.
mr roper
13/7/2020
16:38
Ive got the prospectus not to buy no Nasdaq - I have my W8BEN form - but to get the business case presented so thoroughly. There's a lot of background info about how the business works too.
faz
13/7/2020
16:38
Ahh well that makes perfect sense why we keep seeing it hold at £5.7 😂. Thanks for the post
2theduke
13/7/2020
16:36
It's only a preliminary prospectus though.
intrinsicinvestor
13/7/2020
16:33
Prospectus page 1 for offer price... This is the initial public offering of our ADSs and no public market currently exists for our ADSs or ordinary shares in the United States. We have applied to list our ADSs on the Nasdaq Global Market under the symbol “RNLX.” Our ordinary shares trade on AIM, a market operated by the London Stock Exchange, under the symbol “RENX.” The last reported sale price of our ordinary shares on AIM on July 10, 2020 was £5.70 per ordinary share, equivalent to a price of $14.22 per ADS, based on an exchange rate of $1.2469 per £1.00 as of July 2, 2020 and an ADS-to-share ratio of 1-to-2.
mr roper
13/7/2020
16:16
Prospectus PS new subscribers don't get the Verici shares do they?
toffeeman
13/7/2020
16:16
Where did you see that?
intrinsicinvestor
13/7/2020
16:14
Mt Sinai: it's interesting to see that they may take 15% of the new issue- that's very positive I think...
intrinsicinvestor
13/7/2020
16:06
offer price is $14.22
donmac101
13/7/2020
15:40
On a separate note, someone has been selling a large volume at c£5.7 for a very long time, initially L&G I believe, but even since then.... all trades are buys of any volume, but they are being met at this price. Suggests to me a listing price close to where we are...(?)
2theduke
13/7/2020
15:40
Well you must be far wealthier than I - I can buy as many as I can afford on AIM right now
toffeeman
13/7/2020
15:37
For us the prospectus is for readying, for investors taking part in the placement coming up, its about liquidity - there just isnt enough to buy on AIM in any reasonable manner.
2theduke
13/7/2020
15:15
I can't see any advantage in taking part in the raise - you can buy stock here on AIM for the same price as the placing.
toffeeman
13/7/2020
14:52
You’ve been short changed, faz, I’ve got 288 pages.
mr roper
Chat Pages: 24  23  22  21  20  19  18  17  16  15  14  13  Older
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