Sensyne Health Share Discussion Threads

[billy3] 02/11/2020 08:41

I don’t think this is a particularly significant announcement.
But anything that involves covid has to be a good thing.

The market seems to like it and it is helping the price carry on upwards.
The announcements keep on coming :-)

[yus777] 30/10/2020 11:56

going for 1.35-1.40 closing price

[edwardt] 30/10/2020 11:53

on acacia - just think what they picked it up for - discounted when share price was near 30p!! makes me really sick for the woodford holders - guess they are best off ignorant to that fact.

[yus777] 30/10/2020 11:46

possibly 1.70-1.80 coming up

[rambutan2] 29/10/2020 20:26

I suppose what is interesting is how much of a seller Acacia is. I think the mkt had assumed they would dump big time almost regardless of price, as they had with other Link stuff they'd got hold of. Hence the horribly low share price for much of the year. However, if, as looks the case so far, they are sitting tight or just selling down v slowly, then there are few loose shares around to supply demand as the good news flows.


Clifford Press, CEO of Acacia Research , commented:

" We recognise the extraordinary potential of Sensyne's business model as conceived and implemented by Lord Drayson. As governance-oriented investors, we are impressed by the constructive manner in which Sensyne has engaged with us as a major shareholder. We strongly support the continued development of a very talented management team for the next stage of the Company's growth."



Might pick up some info a week mon:

Acacia Research Corporation (“Acacia” or “the Company”) (NASDAQ: ACTG) announced today it will release its third quarter financial results on Monday, November 9, 2020 at 8:00 a.m. ET/ 5:00 a.m. PT.

The Company will host a conference call on the same day to discuss these results at 11:00 a.m. ET/ 8:00 a.m. PT.

To access the live call, please dial [phone] (U.S. and Canada) or [phone] (international). The conference call will also be simultaneously webcasted on the investor relations section of the Company’s website at under the News & Events tab. Following the conclusion of the live call, a replay of the webcast will be available on the Company's website for at least 30 days.

[billy3] 29/10/2020 16:55

Yes indeed.Deals of 100k and one for 250k.
They are clearly buys (not all shown as such) as the price is holding.
Probably more in the wings.

[edwardt] 29/10/2020 16:00

the big boys are waking up to the significance of yesterday's rns.

[edwardt] 29/10/2020 10:27

lets hope the sales team at microsoft put their considerable weight behind this. the tech firms are seeing healthcare as a land grab for sure. it needs a massive shake up for sure.

[billy3] 29/10/2020 07:07

Rambutan2

Thanks for that link. Very interesting.
I like the word ‘monetise̵7;. So basically instead of spending cash on just new ideas form the ground up and reinventing the wheel, they are taking Clinical processes that are already out there and using Microsoft technology, cloud, algorithms to gather the date and anaylyse what is already there.

Amazing statistic that in 1 day in the US there were more remote consultations than in the whole of the previous years.

We have seen with the likes of Apple Watch what remote monitoring can do.

I was at a presentation a good few years ago with an ED consultant who is a uk leading clinician. Even then he was getting excited about how in a few years, a watch or similar device would be able to monitor people and basically detect illness. I guess this is the future and the cloud technology will be what will be used. Interesting that Microsoft will be selling Sensyne products on their list of tools. I only use the watch as an example. I had flu (yes proper flu when I lost half a stone in bed in 3 days) 2 years ago. My Fitbit showed my heart rate rising over a week and staying over 100 resting for 2 days. It took 2 weeks to get back to normal. If I’m ever feeling unwell, I look at my daily average rate now to see if there is any change. Technology is amazing !

The interview was a good insight and gives me confidence that this company is a bit of a dark horse and one to be in on the ground floor for the future.

DYOR

[rambutan2] 28/10/2020 22:10

Quick interview with the CIO re today's Microsoft news:

[edwardt] 28/10/2020 13:54

i suspect this is not likely to happen and is simply a formal process. given the level of cash burn it would not get my vote at all.

[billy3] 28/10/2020 11:09

The AGM is on Friday. I have just had a look at the agenda.

Why would the company want to do a share buyback in order to cancel shares at this stage ? Clearly it would boost the share price but would reduce profits. You usually see this in a company with plenty of profit looking to reduce shares in issue.

Any thoughts ?

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Authority to purchase own shares13.THAT, the Company be unconditionally and generally authorised for the purpose of Section 701 of the Companies Act 2006 to make market purchases (as defined in Section 693(4) of the Companies Act 2006) of ordinary shares in the capitalof the company (“Ordinary Shares”) onsuch terms and in such manner as the Directors may determine, provided that:(a)the maximum number of Ordinary Shares which may be purchased is 12,857,151;(b)the minimum price which may be paid for each Ordinary Share (exclusive of expenses payable by the Company in connection with the purchase) is £0.10;(c)the maximum price which may be paid for an Ordinary Share (exclusive of expenses payable by the Company in connection with the purchase) is an amount equal to the higher of: (i) 105% of the average of the middle market prices of the Company’s Ordinary Shares as derived from the London Stock Exchange Daily Official List for the five business days immediately preceding the day on which such Ordinary Share is contracted to be purchased; and (ii) an amount equal to the higher of the price of the last independent trade of an Ordinary Share and the highest current independent bid for an Ordinary Share on the trading venue where the purchase is carried out; and(d)this authority shall expire at the conclusion of the next Annual General Meeting of the Company after the passing of this Resolution or, if earlier, at the close of business on 31 October 2021 (except in relation to the purchase of Ordinary Shares the contract for which was concluded before the expiry of such authority and which will or might be executed wholly or partly after such expiry) unless such authority is renewed prior to such time,

[billy3] 28/10/2020 10:17

020
Investor deep dive

Sensyne Health: Well placed to accelerate its commercial plans
read more >
viewSensyne Health PLC
Sensyne Health strengthens technological and commercial ties with Microsoft

Practically, the enhanced tie-up is set to deliver the latest 'cloud-first' healthcare systems and cutting-edge predictive machine learning algorithms
Sensyne Health PLC -

Sensyne Health PLC (LON:SENS) said it has extended its relationship with Microsoft to become a strategic partner of the US software giant with the pair working together on the former’s clinical AI and health cloud technologies.

Practically, the enhanced tie-up is set to deliver the latest 'cloud-first' healthcare systems and cutting-edge predictive machine learning algorithms.

With Microsoft’s help, Sensyne said it aims to create “highly configurable” healthcare technologies that are globally deployable and able to meet local, clinical and regulatory needs.

To do this it will have early access to the international tech group’s tools, enabling it to build new products with state-of-the-art features to enhance usability and cyber-security.

Commercially, the alliance will help broaden Sensyne’s sales channels.

The pair will ‘co-sell’; two Sensyne products: SEND, a remote monitoring system for vital signs in hospitals; and GDm-Health, a prescribed digital therapeutic for the management of diabetes during pregnancy at home.

[billy3] 28/10/2020 09:39

Also......most of the trades are showing up as sells on my info.
I suspect the 150k was a buy and there are more buyers in the wings. The bid was raised to bring in shares to sell.

There is little press coverage on SENS. About time that changed as it seems to be living up to its prospectus plans.

[billy3] 28/10/2020 09:37

Looking at the state of the rest of the markets, we need this to cheer us up today !

This share is starting to become the one that keeps on giving.
The announcements keep coming.

All we need now is a takeover bid lol.
The current market price for a big pharmaceutical to buy in is a bargain when the potential is considered.

[edwardt] 28/10/2020 08:55

this feels a lot more than a 10% move announcement. if microsoft see value in sensyne proposition that is more than a sling shot for its chances of success imo.

[zulu_principle] 28/10/2020 08:49

Halifax quoting 115p for both Buys and Sells as of 8:41. Trades screen a useless indicator for the time being.

[volsung] 28/10/2020 08:44

Better and better

[edwardt] 28/10/2020 08:43

well if that is not a game changer of an announcement i don't know what is. we are going global people...

[edwardt] 26/10/2020 19:02

Chicken and egg really - got to get the data to sell to pharma. Also similar deals with other trusts - my only quibble would be a longer lock up to mirror the contract terms...

[billy3] 26/10/2020 16:17

Did anyone notice this one this morning ? Another anouncement.
I'm wondering about the value of the info Sens will receive considering the shares they are giving the trust as well as 250k per year plus royalties. Seems rather generous.

[mrc2u] 26/10/2020 12:57

I imagine Drayson is very keen to get these back to IPO price so his incentive plan can kick in. That's 175p and well below broker targets

[edwardt] 26/10/2020 12:29

Yep - got super lucky here - I have tripled my money on my first buy and doubled on my second. I love the nhs.

[volsung] 26/10/2020 11:55

SENS now top of my fund and share account taking over from SAE. Both up over 65%

[zulu_principle] 26/10/2020 08:12

Added another 5k at 8:01 for 113.4p. Shown as a sale on the trades screen!