Renalytix Share Discussion Threads

[volsung] 20/7/2020 09:26

I’m a buyer at this level

[melody9999] 20/7/2020 09:22

my sense is that this is probably the wrong time to be selling any. the share price is at the NASDAQ placing price which should act as a floor; US buyers should now start to take up stock and we can expect further newsflow on KidneyIntel; in addition the RNS on 20/5 referred to the COVID-19 scaled kit production starting in July to enable clinical laboratories to conduct 10M tests per month.

[74tom] 20/7/2020 09:09

If by magic the price had opened this morning at £50, you would have PI’s that would buy shares, the same goes for if they opened at 50p, a number would sell... shares price behaviour is a fascinating insight into human psychology!

[nimbo1] 20/7/2020 08:45

Almost at the placing price - makes sense! I’ll probably buy some more but now have to decide where. Coverage in the US not good yet - no stocktwits page for example (their equivalent of advfn).

Certainly some selling by pi’s going on - probably the ones that pushed the price to 625!

[hpcg] 20/7/2020 00:26

If someone could just let a Mr Robin Hood know I would be very grateful! Mind you having read the word 'obligated' a few too many times in the F1 I might sell all at the open in disgust.

[the stigologist] 19/7/2020 21:22

According to ARK Invest, AI could add $30 trillion to the global equity markets over the next two decades. That’s almost as much as the entire US stock market is worth today!

And the best way to take advantage isn’t with traditional AI companies. As I mentioned above, it’s with “AI healthcare stocks.” The fusion of AI and healthcare is one of the most lucrative opportunities I’ve come across in my entire career.

AI Will Also Help Usher in the Era of Personalized Medicine

“Genomics” companies will play a major role in this revolution. But AI will play a massive role in this revolution, too.

You see, analyzing genomic sequences takes time and a ton of computing power. AI rapidly accelerates this process. It greatly reduces the time it takes to develop valuable drugs. Not only that, it drives down drug development costs. And increases the success rate of trials.

Money is pouring into AI companies at a breathtaking rate. According to CB Insights, $4 billion was invested in private healthcare AI startups last year. And that included 367 deals. That was the most money of any sector!

It’s also a huge spike from 2018 when $2.7 billion was invested across 264 deals. It’s easy to see why venture capitalists (VC) are betting so big on healthcare AI. According to Grand View Research, the market is growing at nearly 42% per year! By 2025, it’s projected to be a $31 billion industry. When an industry grows this fast, fortunes stand to be made.

[the stigologist] 19/7/2020 13:57

RENX - Mkt Cap : £400m ; Revenue : Zero
PYC - Mkt Cap : £8m ; Revenue : c.£1m

[the stigologist] 19/7/2020 13:56

Reminder of what the Ex Founder of PYC Physiomics wrote a couple of years back


Writing as a Founder of Physiomics

I am a shareholder but do not represent the company in any capacity.

WHY THIS SHARE IS WORTH A £1.00 giving it a market cap of still less than £60.million

* It is first to market

* Scarcity of trained personnel in what is still an emergent technology ( there are currently over a 1000 vacancies to be filled in this sector and few trained personnel )

* The development time needed to populate models and most importantly the availability of patient data that needs to be accessed apart from what is available in the literature is protracted PYC has been through this curve perfecting its models over time

* The Biometric Grant serves to demonstrate not only the faith in the company but also underpins the access PYC is being given to Patient data In this case in the field of Oesophgeal Cancer

* Collaborations with major pharmas have been constrained whilst the models are perfected and due to the secretive nature of all pharmas who generally speaking do not want to share data The latest contract has dramatically increased the visibility of what PYC do and do best and will encourage a raft of Biotech analysts to write it up as more contracts are announced

* PYC's Cardiac Toxicity Model is 50% plus better than any other available on the market Why is this important? it is the major cause of attrition in clinical trials
( drug failure )

* The cost savings PYC is able to realise for major Pharma is key and further to small Biotechnology companies whose funding is limited as they try to move molecules into clinical trials.

* Big Pharmas feed their development pipelines by acquiring or licensing in small bio's however these sales have moved progressively from Targets 20 years ago to IND candidates and onto Phase 1/2 putting the burden of proof onto the small Bio Techs who need to conserve and raise cash ( not easy and never has been )

* In 2010 Scientific American stated the cost of Development of a drug from start to finish FDA approval was $1.4 billion...In 2016 Association of British Pharmaceutical Industry Has upped this to £1.5 billion ( sterling) a really significant increase. NOTING that only 1 in 5000 drugs get final approval and this is not factored into the costs as above as representing only a successful transition of 1 drug to approval

* In America alone $12-14 billion per year is spent on Animal Testing Robert Solari a senior research fellow at Imperial College states "The predictive power of biology in reseach is relatively poor in research labs" and notes that the efficacy of animal testing are not particulary predictive of Human Efficacy PYC is "in Silico" ( in computer) its accuracy is one of its major plus points

* PYC is striving to personalised medicine The HOLY GRAIL with tremendous Social and Financial Implications

* Sooner rather than later The FDA in America will have to recognise that rational drugs designed in computers can be tested in them too saving countless millions of development costs and most importantly time taken to approval ie move from the 20 to the 21st century

* PYC has taken time to develop its excellent technology I believe I have cited the reasons for its true value. It has been challenged in recent times but has now become of age an is exceptionally well positioned in a market sector that is set to expand exponentially.

To recap A leading British Technology currently way undervalued and one that is not a speculative BUY It has proven technology in a burgeoning sector and might well become the focus of an acquisition target as it is still so undervalued

[wan] 17/7/2020 17:22

Now in bottom of header

[melody9999] 17/7/2020 16:51

wan - maybe you could put a link to the nasdaq price in the header?

[nimbo1] 17/7/2020 16:48

Should get more liquid over here too - stifl joined as mm this afternoon

[74tom] 17/7/2020 16:44

Slow first half hour, but now up 8% at $14.57... The most notable thing is the volume - already seen 470k ADS traded, that's 5% of the total number of shares traded on AIM since it's November 18 IPO... so there is now liquidity in abundance!

[the stigologist] 17/7/2020 16:43

I started the PYC thread almost 3 years ago. Of course I'm a long term investor. Of course I've accumulated. I'm now telling all and sundry because it's such a hugely compelling story now

[74tom] 17/7/2020 11:37

It seems like a fair discount to the price when the offering was announced (around 5%). Certainly the amount of capital raised is a game changer, especially impressive considering a year ago they raised $20m at a valuation of £150m or so.

We’ll see how the price fares when the NASDAQ opens at 2.30!

[elsa7878] 17/7/2020 10:13

PUMP and DUMP. If you were a long term investor you would be quietly amassing as many shares as you could and contributing detailed research. Instead you spam around and quote Zak's charts.
Whatever.
I know 2 of RENX's larger shareholders and they think this will be a multi billion $ company in a few years.
Perhaps I should run around and tell everyone or perhaps I should sit here quietly and enjoy it.

[the stigologist] 17/7/2020 09:59

Elsa i founded the first RENX thread on this forum

Do you think i might have some aptitude in spotting good investment stories before the herd?

I'm letting people who like RENX know that PYC is a potential RENX II

Some people might have good grace to thank me eventually you mean spirited cow

[elsa7878] 17/7/2020 09:21

Why are you posting here? Stick to the PYC thread please.

[the stigologist] 17/7/2020 09:18

PYC Mkt Cap at 8p just £8m (Revenue c £1m and partnerships with Big Pharma Academia CRUK ICR NHS etc etc)

RENX Mkt Cap £400m with zero revenue

[busterdog2] 17/7/2020 08:56

Not sure things work quite like that, sounds almost too good to be true.

[the stigologist] 17/7/2020 08:53

NIHR press release re their funding of PYC Cancer AI dosing tool

[the stigologist] 17/7/2020 08:50

In March (in middle of covid19 market crash) Physiomics announced a grant from Government to progress their proposed Prostate Cancer dosing tool in association with NHS

They've talked about getting regulatory approval for commercialisation

They've said they are in early stage discussions with Established Players in Personalised Medicine

But the market has ignored a potential RENX for Cancer AI !

Here was PYC Consultant Dr Hitesh Mistry tweeting about the Grant in March. Zero interest from PYC shareholders.

Dr Mistry is ex AstraZeneca. He won a Company wide AstraZeneca prize for his work

[2theduke] 17/7/2020 08:46

Could someone update me on normal IPO dual listing practice.
Is it normal for pricing to occur prior to the closing of the offering on the 22nd?
If it is the case, then It makes sense everyone should sell above the offer price and buy at the Placement offer price via the prospectus. I would think the share price being so high yesterday implied people thought there would be no spare shares available under the placement offering? Welcome thoughts thanks

[someuwin] 17/7/2020 08:20

Can't buy many now.

[mr roper] 17/7/2020 08:06

Just sit back and let them deliver on the operational news. Offering closes on 22nd so not expecting operational news until after that.

[busterdog2] 17/7/2020 08:04

Gan listed at $8.50