Sensyne Health Share Discussion Threads

[zulu_principle] 14/5/2020 09:08

Nothing here to tempt me back in.

My initial interest was due to their data / revenue sharing model for working with NHS Trusts but this obviously isn't progressing well:

"The UK is increasingly centralising data assets under the control of NHSX and NHS Digital and, in addition to the pressures caused by the coronavirus pandemic, this is slowing the ability of NHS Trusts to enter into individual agreements with Sensyne. The Company is awaiting approval for agreements that it entered into in 2019 with Wye Valley and George Eliot NHS Trusts. The Company is currently in discussions with a number of additional NHS Trusts and discussions are taking longer than the Company has experienced previously."

I'll continue to watch and wait but still not holding any SENS shares at this time.

[topnotch] 14/5/2020 07:56

Unaudited results: Am I reading this right - £18M was spent in 12 months to increase the sales by £2M?

At the current burn rate - they'll run out of money by next Aug???

What am I missing???

[the stigologist] 07/5/2020 03:01

Rabia Khan

Sensyne Health PLC

Chief of Translational Medicine

Rabia Khan is chief of translational medicine at Sensyne Health, a health care technology company focused on accelerating the discovery and development of new medicines and improving patient care. This is achieved through the analysis of real-world evidence from large databases of anonymized patient data in collaboration with Nationa Health Service Trusts in the UK.

Sensyne Health is listed on the London Stock Exchange's AIM and is based in the Schrödinger Building in Oxford Science Park.

Before her current role, Khan was vice president of systems medicine at Sensyne Health. She also previously worked for BenevolantAI as an associate director of strategy and planning.

Khan has a PhD in human/medical genetics from McGill University and a master’s degree in business administration from Concordia University.

[idquitelikeabiggerhouse] 26/4/2020 17:48

Hi all,
Before I start, I should acknowledge I have a holding, bought recently.
Despite the unfortunate recent governance headlines, something else worth noting are two recent Sensyne marketing posts. The first, a press release dated 27 March 2020, and visible on the Sensyne website, details 20 NHS trusts that have 'adopted' the GDM-Health app (third-to-last paragraph).
Three weeks later, in a paid-for article in the Health Service Journal, we find that the same app has now been 'adopted' by 25 NHS trusts. The figures for how much the app costs are out there if you look around. A similar market share in the US (if they can start selling it soon) could put them not too far off break-even, as long as they can keep R&D (and legal) costs down. Fingers crossed.

[zulu_principle] 24/4/2020 07:54

Interesting read from yesterday's FT (Headline: Sensyne chief accused of creating ‘culture of fear’ at tech start-up) - seems to address both sides of the arguement so not as biased as the headline might suggest:



If the link doesn't work type "sensyne headley tribunal" into Google

For info, I sold my remaining holding the beginning of March but still have these on my Watch List.

DYOR as always.

[rambutan2] 20/4/2020 18:13

Qualifies us as a Corona play, of sorts, perhaps...

Oxford, U.K. 20 April 2020: Sensyne Health plc (LSE: SENS) (“Sensyne” or the “Company” or the “Group”), the UK Clinical AI technology company, today announced the launch of a new web-based COVID-19 focused software application called ‘CVm-Health™ the ‘Good Neighbour app’. The app marks Sensyne Health’s first direct to consumer software application built on its new Sensyne OS Clinical AI platform. This platform is built to be globally scalable, with the highest levels of cyber security and regulatory compliance.

[edwardt] 09/4/2020 16:47

Any reason for the bounce?

[rambutan2] 11/3/2020 20:40

Re above. Hopefully will get the Lord and the rest of the board to sharpen up their act a bit:

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[rambutan2] 11/3/2020 20:26

In this mkt, and with the overhang still overhanging, it's no surprise that we're back to the lows. However, it seems to have offered the opp for an activist style hedgie to join the fun with a 5% position...





Prob him buying 2m at 46p here:


And 2.9m at 40p yesterday:

[mrc2u] 03/3/2020 07:12

Interim CFO appointed quickly so they must have been looking before pulling trigger on HeadleyBit surprised they didn't get a chartered accountant, but suppose it is only interimMrC

[zulu_principle] 02/3/2020 08:42

CFO "has left the business and the Board with immediate effect". I'm out (ouch!) but will continue to keep on my watch list.

[pugugly] 29/2/2020 17:13

(imo) Never -

[cokehookerscars] 29/2/2020 16:59

When will this company achieve something which has a positive effect on the share price ?!

[zulu_principle] 13/2/2020 08:32

Interesting read - found on Sensyne's Twitter feed yesterday:

Regulating AI in health and care:

Matthew Gould, CEO of NHSX, explains why he convened a round-table of regulators to talk AI, and what the plan is.

Author: Matthew Gould, Chief Executive Officer, NHSX
Date: 11 February 2020



Reconciled (for the time being!) to sitting tight with a much reduced holding for a longer time frame. Very high risk but still an interesting business plan. Just my opinion - as always, DYOR

[zulu_principle] 10/2/2020 08:33

Took just over half my holding off the table on Friday. Managed to sell another small part this morning (2067) but very illiquid - placed the order at 8:02 and sale not confirmed until 8:20.

Still holding some but way underwater at this time. Watching and waiting now for concrete news (with numbers attached!) before making a final decision.

[rambutan2] 09/2/2020 19:21

So, that's all a big plus for the Sensyne model, as its whole modus operandi stops "international drugs companies" from getting hold of patient records. Doesn't it!

[tsmith2] 09/2/2020 12:41

he Observer leads on a claim that the medical data of millions of NHS patients has been sold by the Department of Health and Social Care to international drugs companies without proper anonymity.The paper says senior NHS figures have raised concerns that data from GPs and hospitals, which patients had been told would remain anonymous, can routinely be linked back to their individual records via their GP surgeries.It suggests the sale of such data raised £10m in 2018 alone.The Department of Health and Social Care has insisted thorough measures are taken to ensure anonymity and confidentiality are maintained

[edwardt] 31/1/2020 14:22

perhaps the CEO can use his 'dodgy' bonus to good effect and buy stock with it!

[rambutan2] 31/1/2020 12:47

SENS most def is illiquid and included in the WIM rump, under the remit of PJT Park Hill.