Renalytix Share Discussion Threads

[wan] 18/11/2020 17:52

A relevant post of mine from the EKF thread -

I highlight the following article as it demonstrates important differentiating features for antibody tests, as well as raising questions in the use of public money (including in the UK) and why certain government contracts here in the UK are starting to attract scrutiny and indeed legal action -

BARDA Awards $820K to DiaSorin to Develop Enhanced SARS CoV-2 IgG Antibody Assay
Nov 17, 2020

NEW YORK ─ The US Department of Health and Human Services' Biomedical Advanced Research and Development Authority (BARDA) announced Tuesday that it has awarded $820,000 to DiaSorin to develop an immunoassay that detects antibodies to SARS-CoV-2 in the serum or plasma of a person recently infected with the coronavirus.

By enabling semi-quantitative monitoring of immune status, the test would overcome limitations of DiaSorin's Liaison SARS-CoV-2 S1/S2 IgG assay.

If a COVID-19 vaccine receives authorization or approval, the new test could provide critical information to essential workers, people with a compromised immune system, and others, BARDA said.
Full story -

What this effectively highlights is the growing importance for antibody testing, but also highlights key differentiating features of Kantaro's/EKF antibody tests, tests that are available now, not in development!

For starters, a key differentiating aspect is that the Kantaro/EKF antibody test is quantitative (not qualitative, or indeed semi-quantitative) and importantly the test has already been used in a highly diverse population of over 75,000 patient samples. Resulting in EKF offering a high precision test that has demonstrated 97.8% sensitivity and 99.6% specificity for detecting COVID-19 specific IgG antibodies -

[mr roper] 12/11/2020 10:55

Moving down on small vol. impatient investors possibly.

[wan] 12/11/2020 08:18

Press Release
Mount Sinai Develops Machine Learning Models to Predict Critical Illness and Mortality in COVID-19 Patients

Could Help Improve Patient Care, Health Outcomes, and Allocation of Hospital Resources

New York, NY (November 10, 2020) Mount Sinai researchers have developed machine learning models that predict the likelihood of critical events and mortality in COVID-19 patients within clinically relevant time windows. The new models outlined in the study—one of the first to use machine learning for risk prediction in COVID-19 patients among a large and diverse population, and published November 6 in the Journal of Medical Internet Research—could aid clinical practitioners at Mount Sinai and across the world in the care and management of COVID-19 patients.

The researchers used the models to predict a critical event or mortality at time windows of 3, 5, 7, and 10 days from admission. At the one-week mark—which performed best overall, correctly flagging the most critical events while returning the fewest false positives—acute kidney injury, fast breathing, high blood sugar, and elevated lactate dehydrogenase (LDH) indicating tissue damage or disease were the strongest drivers in predicting critical illness. Older age, blood level imbalance, and C-reactive protein levels indicating inflammation, were the strongest drivers in predicting mortality.

“We have created high-performing predictive models using machine learning to improve the care of our patients at Mount Sinai,” said Girish Nadkarni, MD, Assistant Professor of Medicine (Nephrology) at the Icahn School of Medicine, Clinical Director of the Hasso Plattner Institute for Digital Health at Mount Sinai, and Co-Chair of MSCIC. “More importantly, we have created a method that identifies important health markers that drive likelihood estimates for acute care prognosis and can be used by health institutions across the world to improve care decisions, at both the physician and hospital level, and more effectively manage patients with COVID-19.”

Full release -

The above appears to align well with previous Renalytix news -

NEW YORK, August 3, 2020 - Mount Sinai Health System and Renalytix AI plc (LSE: RENX) (NASDAQ: RNLX), announce the initiation of a multi-center study to conduct in-depth investigations into kidney-related complications and long-term outcomes linked to COVID-19. KidneyIntelX, the artificial intelligence-enabled in vitro diagnostic platform, will be used to assess the risk of kidney disease progression and kidney failure, among other kidney complications, in patients surviving COVID-19 from multiple centers in the United States. As of July 30, 2020, over 300,000 Americans had been hospitalized for COVID-19.1

The study, titled "Multi-center Assessment of Survivors for Kidney Disease after COVID-19 (MASKeD-COVID)," expands on the Pred-MAKER study previously announced April 20, 2020 which focuses on the impact of COVID-19 in the acute hospitalized setting (hxxps://renalytixai.com/kidneyintelx-covid-19/). Investigative teams expected to participate in the study include the Mount Sinai Health System Icahn School of Medicine at Mount Sinai in New York, Yale New Haven Health/Yale School of Medicine, Michigan Medicine/University of Michigan Medical School, Johns Hopkins Medicine/The Johns Hopkins University Medical School, and Rutgers, The State University of New Jersey/Rutgers New Jersey Medical School.

[wan] 10/11/2020 11:30

Excerpt from one of my posts on the EKF thread -

vaccines will add requirements for antibody testing, especially those that complete phase 3 like Pfizer and BioNTech (nb: BioNTech is German). The Kantaro/EKF 'quantitative antibody test is backed up by diverse data and real clinical usage, and I can confirm that that is a major differentiating feature compared to some single use 'qualitative' tests on the market/in development, some of which apparently don't even work!

[mr roper] 06/11/2020 10:59

Yup. Excellent vid. Thanks for posting

[tomps2] 06/11/2020 10:37

RENX mentioned at 36m29s by Paul Jourdan, in his piworld interview yesterday.

Great insight to where he's looking for future winners, and how he views the small cap space.

Video:

Podcast:

[wan] 04/11/2020 08:03

My post from the EKF thread which has relevance here -

Not to mention a very large market for a reliable 'quantitative' antibody test that tells if you have been infected with SARS-Cov-2 and to support vaccine development, and possibly deployment/dosages of vaccines. And for which EKF have exclusive and non-exclusive distribution rights -

Study Finds 1.7 Million New Yorkers Have Been infected with SARS-Cov-2 and Virus was in NYC Earlier than Reported

New York, NY (November 03, 2020) The virus that causes COVID-19 was present in New York City long before the city’s first case of the disease was confirmed on March 1, researchers at the Icahn School of Medicine at Mount Sinai report. Their study found that more than 1.7 million New Yorkers—about 20 percent of the city’s population—have already been infected with the virus, known as SARS-CoV-2, and that the infection fatality rate of the virus is close to 1 percent, ten times deadlier than the flu.

Results of the retrospective surveillance study of more than 10,000 plasma samples taken from the beginning of February to July will be published in Nature on Tuesday, November 3 at 5AM ET.

“Our two-step ELISA test confirms the presence and level antibodies. The use of two sequential tests reduces the false positive rate and favors high specificity resulting in a sensitivity of 95 percent and a specificity of 100 percent,” said Viviana Simon, MD, PhD, Professor of Microbiology, and Medicine; a member of the faculty of the Global Health and Emerging Pathogens Institute at the Icahn School of Medicine; and a senior author on the paper.

[nimbo1] 03/11/2020 12:19

not tradable if the platform is like Hargreaves and take liberties on timing. But im not looking to trade mine anyway : )

[74tom] 03/11/2020 10:46

Very good start for Verici, I did think a £28.5m market cap was a bit light... Still nothing from Barclays on the distributed shares, although I remember Wan saying they had confirmed they would be added after trading commenced.

[peterc1970] 03/11/2020 10:16

I didn't apply for extra shares in the offering, but have been waiting for IG to credit the distributed shares to holders as at 9th July.

So far not much luck, their clearer is Citi who don't seem to know much about it.

[mr roper] 03/11/2020 10:03

The lock up ones you can’t trade but anything you’ve subscribed to in addition should be tradeable straight away

[mad foetus] 03/11/2020 09:22

Actually I've just been onto HL and while it looks like I've been allotted all i asked for I can't deal them do who knows

[donmac101] 03/11/2020 09:05

Yeah i got my full amount just been on to HL

[cambridgedon] 03/11/2020 08:52

donald pond above seems to know how many he got. Does anyone else?
CD

[mr roper] 03/11/2020 08:38

Less than what you asked for.

[nimbo1] 03/11/2020 08:33

thats good - how do we know they will have been scaled back?

[donmac101] 03/11/2020 08:13

Remember your allotment will have been scaled back so dont get too excited

[donmac101] 03/11/2020 08:12

Not that boring now 38.5p to buy

[nimbo1] 03/11/2020 07:42

I imagine for a time it will be very boring to hold - not a bad thing. I got mine too

[donald pond] 03/11/2020 07:05

I got all the VRCI I asked for, let's hope it does well

[donmac101] 02/11/2020 12:00

Although nasdaq was $13.50 at close

[donmac101] 02/11/2020 11:49

Only thing i can guess is big demand for verici in the morning.

[melody9999] 02/11/2020 11:40

something afoot?

[mr roper] 02/11/2020 11:40

Shifting on low volume today. Suspect it trends back to ipo price quick smart now and takes direction from next news.