Renalytix Share Discussion Threads

[mr roper] 15/1/2021 16:19

Nasdaq up to $23.30 bucks equivalent to 850p. I don’t think we’ll be listed on aim in 18mths time if this type of price difference continues.

[donald pond] 15/1/2021 09:00

Here you go digger, we'll record a new one later https://podcasts.apple.com/gb/podcast/the-donald-dave-trading-podcast/id1534289865

[thesasquatch] 15/1/2021 08:54

Don't suppose anyone has a link to the November Stifel note?

[digger18] 15/1/2021 08:22

Donald, please can you give me a link to your podcast. Cheers

[lottsgold] 15/1/2021 08:05

We're about a pound cheaper than the IS shares, how is that possible?! Madness

[wan] 15/1/2021 07:54

39th Annual J.P. Morgan Healthcare Conference - listen to webcast -

[intrinsicinvestor] 15/1/2021 07:38

Do you have a link to your podcast please?

[mr roper] 15/1/2021 07:37

Seems to be only in the uk that it’s not getting the right sort of attention. Mf. The US seems to be cottoning on in a big way.

[hpcg] 14/1/2021 19:28

Sometime this year, but revenue was coming in as of last quarter. Not very precise I know, but bear in mind this is not a drug, it is a diagnostic tool, so sure it has to do a good job but it doesn't as such put patients at more risk than the status quo.

[digger18] 14/1/2021 19:24

Thank you for the link Wan, I am
Very pleased that I stuck with this after the big price drop and excited about the future here.
I saw the presentation but could get the audio for some reason.
Was there any indication of how long they thought it would take to go through the FDA assessment?

[mr roper] 14/1/2021 18:20

+9.5% on Nasdaq. $22.45

[lottsgold] 14/1/2021 18:04

Some large sells, can we expect a lot of selling from large shareholders or are they locked in?

[mr roper] 14/1/2021 17:52

Currently +6% on Nasdaq

[hpcg] 14/1/2021 17:24

Excellent presentation at the JP Morgan conference. I'm glad we have a NASDAQ listing as well as London otherwise the first question would have been 'when can we expect a dividend'.

[lottsgold] 14/1/2021 17:14

Some nice trades to end the day:)

[lottsgold] 14/1/2021 13:05

Will be interesting to see where this goes when US market opens. Just listened to the presentation. Certainly sounds very bullish. The FDA approval will be massive. Will keep buying the dips here if there are any.

[longshanks] 14/1/2021 09:54

Thanks for all the feedback guys. Looking a very positive narrative going forward.

[wan] 14/1/2021 09:40

I am also inclined to think that Kantaro is potentially another spin-out candidate, especially if more test technology partnerships are forthcoming. And given the experience and sophistication of the FDA approvals team at Kantaro, it must be an attractive option for partnering. Renalytix currently own 25% of Kantaro

[charlieej] 14/1/2021 09:19

After hours last trade was $24

[74tom] 14/1/2021 09:05

When he's using phrases such as 'start of the gold rush' ' incredible confluence of events', 'we are very lucky' etc, he clearly knows the worth of what they have built, and the fact they've timed it just right. A sale / merger may happen (bio-techne a good candidate), but it'll be at a price level way above current. Look at the merger of Teladoc & Livongo merger, Livongo rose from $27 to $139 in the months before it was taken out...

[trickydicky1] 14/1/2021 08:59

My key question to James in the IPO roadshow was whether, in the highly unlikely event that the occasion arose, he had the balls to ride the unicorn up to a decacorn. I remain unconvinced. I fear he has been tainted by the Mills ‘sell up’ crowd. ;)

[mr roper] 14/1/2021 08:58

Good point on the deployments, 74tom. Even the CEO sounded amazed. It was only 5 weeks ago on the Stifel call he said he hoped to have 3 done this year but the Da Vita partnership has changed this completely and now, as you say, he expects 5 or 6.

Remarkable progress here

[74tom] 14/1/2021 08:55

Also 41 mins, 5 or 6 deployments prior to 30th June... wow!