Sensyne Health Share Discussion Threads

[zulu_principle] 25/11/2020 11:43

billy3 - good post. Given the spread, hoping to sell on a dip and buy back cheaper is very difficult (like you I've tried and it didn't work). In the absence of any negative news I'm happy to hold these for the long term.

The only negative I see is the slower-than-hoped-for (not "slower than planned") progress on securing data gathering agreements with NHS Trusts and the year long hiatus caused by the Woodford overhang + obvious management disagreements. Given the additional cash burn arising from these factors I wouldn't be surprised to see a rights issue (or some other form of further dilution beyond that entailed in the NHS Trust agreements) in the next 12-18 months. However I think any negative implications for shareholders will be significantly outweighed by revenue / profit growth and the resultant rise in the share price.

As always just my opinion. DYOR and all that.

[billy3] 25/11/2020 10:09

It’s interesting seeing the sells over time. Almost like as soon as there is a little dip then some jump ship. When it was dipping back towards 100p a few weeks back, people were selling at 98p with up to a 10% spread. A week or so later they could have sold for 140p. Those who have done their research on SENS will know that it’s a decent long term punt.

It’s fairly healthy going up 20p then Dropping 10p. Bringing in new buyers. The spread and quick jumps up makes it hard to trade. I’ve tried it and it doesn’t work well. It needs to drop down the the spread bid (8 pips at the moment) and more before you can buy lower than selling. It’s one of those that once you sell, you’ll be lucky to buy back lower.

[edwardt] 25/11/2020 09:22

lets hope we squeeze on the terms for the stragglers from here...

[edwardt] 25/11/2020 09:21

i bet all the other nhs trusts are now ringing them rather than the other way round. FOMO is a curious thing but is a huge motivator if it stops you looking negligent as a board of trustees....

[edwardt] 25/11/2020 07:45

can we rename this NHS data services?

[edwardt] 25/11/2020 07:45

can we rename this NHS data services?

[billy3] 25/11/2020 07:15

Another agreement with an NHS Trust. An extra half million data sets.

[rambutan2] 23/11/2020 16:47

Closed at 150p on the bid. Perhaps helped by some new buyers who watched the proactive presentation (see link below) last thurs eve...

[edwardt] 20/11/2020 17:17

The model is clever . I would even call it symbiotic or as the yanks would say "win win".

[volsung] 20/11/2020 13:46

Lord Paul sounds like a really decent bloke. Like the fairness model with the NHS

[rambutan2] 20/11/2020 04:20

I agree. Quite an exciting future lies ahead.

And here he is from mon:

[edwardt] 19/11/2020 18:55

Thought he spoke well.

[edwardt] 19/11/2020 17:12

Will listen in!

[rambutan2] 19/11/2020 04:41

SENS presenting at Proactive event today from 6pm.

[edwardt] 17/11/2020 13:05

love it has shrugged off the shake down in the share price

[billy3] 13/11/2020 16:04

Sensyne Health PLC

13 November 2020

Sensyne Health appoints President, North America, to

lead US expansion

Oxford, U.K. 13 November 2020 : Sensyne Health plc (LSE: SENS) ("Sensyne" or the "Company" or the "Group"), the UK Clinical AI company, announces that it has appointed Derek Baird to its senior management team as President, North America. Derek will join Sensyne on 01 December 2020 and will focus on driving the commercial development of the Company's North American operations, building Sensyne's presence in the US and recruiting a US-based team.

Derek joins Sensyne from AVIA, a digital transformation partner for health systems and payers, where he served as Senior Vice President, Growth. Prior to joining AVIA Derek was a Senior Vice President at healthcare software company Health Language (acquired by Wolters Kluwer Health), and has held senior product and marketing roles at Zynx Health and ambulatory electronic health records provider Practice Partner.

Derek is a US national and will be based in the US.

Lord (Paul) Drayson PhD, CEO of Sensyne Health, said:

"I'm delighted that Derek is joining the Sensyne team. His extensive experience, combined with a deep knowledge of US healthcare technology and US health systems, will be invaluable as we further capitalise on what we have already achieved in the UK by driving forward our expansion into the US and building a transatlantic business."

Derek Baird, said:

"I've been impressed with the progress that Sensyne has already made in the UK in such a short space of time. It is clear the value that Sensyne delivers in the UK is equally applicable to US heathcare systems and life sciences companies. I'm excited to bring the Sensyne vision and unique business model to the US market."

[edwardt] 13/11/2020 09:16

another hire who wears long trousers. US domination here we come.

[volsung] 10/11/2020 12:43

Should do well on a top up down here billy but nothing is certain in these markets

[billy3] 10/11/2020 12:41

Volsung.....thatR17;s exactly what I thought.

Popular stocks have had divis cut or n divi.

I have been long on an easyjet, Bp, Barclays, Nat West, Lloyds, stagecoach.
All recovery stocks.
Yesterday and today were very good days.
I suspect many who were in the likes of Sens are now selling to get back in to some of the long term safe bets.

Personally, I’ve just taken profit on some of the above I was holding and have just topped up just under another 4K in Sens. I’m confident I’ll make 20% on today’s top up quicker than the steady Eddie stocks.

[volsung] 10/11/2020 12:29

because all shares that did well under covid are being sold to buy the likes of IAG and RR

[smithers125] 10/11/2020 11:28

do we know why the share price is tanking over the last 24 hours?

[volsung] 10/11/2020 09:28

Buying some more into this dip

[billy3] 02/11/2020 16:54

Thanks for the above comments. Makes sense and another string to their bow. Price held up well today.

Some chunks sold but eaten up by market makers. Couple of larger buys at the close at top price around 140p

[rambutan2] 02/11/2020 15:37

Being effectively embedded in the uni was always one of the advantages SENS had and during these COVID times it is even more the case. imho

[datamonkey] 02/11/2020 11:02

It provides a directional view of how they're allocating their data science resource currently. It's very exciting considering how well backed companies who are all racing to the be the big suppliers of rapid covid tests are - who supplies them with the insights on how to allocate those tests?

It's a short term gamble that may pay off significantly. If they can build a machine learning model that optimises the discovery and distribution of tests and results... Think of all the covid diagnostic partnerships they'll deliver, and also the amount of research revenue that is in this space from various gov pots. Not to mention the global need for this in the next 5 years as we fight to eradicate covid'19