Sensyne Health Share Discussion Threads

[billy3] 03/2/2021 07:33

Well I managed to stay out for 2 weeks lol.
Plenty of support and stability so got in again on Monday.

More news today on first commercial AI algorithm in use and now commercially available.

[edwardt] 21/1/2021 17:45

well done and good luck. i sit tight.

[billy3] 21/1/2021 15:30

I just sold just under 17k shares.

Today the sell price was down to 135p.
My quote today to sell was 154.9936p.
Pretty good when the spread was 150-160p and matches yesterdays close.

There has been a lot of individual buys but I have just seen a number of delayed publication block sells of 50k and 25k @150p. So on one hand, some big holders are cashing in a bit which is understandable and the small investor is picking some up. My high offer suggests buyers are still out there.

Short term, this may drift a little. As Zulu says, its a high cash burn Vs profit. I will wait and see whiich way it goes and buy lower if it drops.

I've been buying and in for about 15 months now so happy to bank profits which I'm well happy with selling at the highest its been since I bought in.

Look forward to the analysts views as they commnent on the interims.

I'll buy in again 145p and below I expect.

[billy3] 21/1/2021 09:19

Thanks Zulu. It’s interesting to know your rationale and it’s always the toughest decision, when to sell.
That fear of missing out if it breaks out of the 160p range and heads up.

The last hour has seen all buys except one small sell.
So support is clearly there for now.

[zulu_principle] 21/1/2021 09:06

I sold 5k on Tuesday and retained a residual holding in the hope there would be some new announcements this morning. For the time being I just feel more comfortable holding cash. Good luck if you're holding - looks like there's a bit of a rebound developing.

[billy3] 21/1/2021 08:55

Not sure if the logic in selling this morning.
The results are nothing new.
In fact, the results state that revenue was above expected for the first half and is on target for forecast year end.
So what has changed in the model ? Nothing really.

Could have sold yesterday at 155p.
That was my consideration if selling it was going to be yesterday.
I would only have sold today if it had risen, not fallen.

[volsung] 21/1/2021 08:25

Bought a few more at 145p

[zulu_principle] 21/1/2021 08:19

Sold my remaining shares at market opening but will keep a close eye on these.

Looking to buy in again once North American product approval is confirmed and once the NHS 12 month free usage period is over and we start to get a better understanding of how popular SENS products really are.

Still an interesting business model with great potential but the combination of (for now) tiny revenues and high cash burn make this way too risky at the current market valuation.

[edwardt] 20/1/2021 17:41

not a great start but f all volume. i sit tight..

[billy3] 20/1/2021 15:17

There has been some interesting price action this week.
Despite the share issue, there has still been significant buying.
There has been a lot of sells though today, especially this afternoon.
But with bid 155 and offer 160, they are stillpaying over 157 for the sells.
This suggests to me buyers out there with orders so MM's happy to pick up the selling.
There was a large buy of 69,947 @160p at 1515hrs today.
So support seems to be there.

Also another NHS collaboration announcement today.

Does anyone know of any other free BB's which disucss SENS ?

Good luck for tomorrow all ;-)

[edwardt] 19/1/2021 17:58

zero to hero here.

[edwardt] 16/1/2021 15:52

Yep - not for widows and orphans but isn't it great to have a U.K. pioneering business in this space? Healthcare is definitely the new frontier for tech innovation. Once we are up and running the margins should be juicy me thinks..

[edwardt] 16/1/2021 14:02

Incentive pay out fir bosses from £1.70 from memory- kind of think we will get there in reasonable order and then it may make sense to top slice a few imo. I am still miffed about the raise just after promoting the stock at a public forum. Gotta have your eyes wide open on small caps but I do believe sensyne is a) in a sweet spot b) able to create a whole host of product from its platform c) uniquely positioned with the nhs to modernise an asset that needs to be less bureaucratic and by owning stock the trusts will pay back the taxpayer a little of what we pay into the service. Some say that is horrendous capitalism- I say it is common sense! Given the success of the pregnancy app - I am amazed this will not be a worldwide priduct in 18 months..

[edwardt] 16/1/2021 13:52

310p from 2.60p .

[billy3] 16/1/2021 10:27

Edwart

I’ve also read up on the use of synthetic control arms.
It’s a really interesting concept, using historical patient data as the placebo group.
Two main benefits I see. Firstly to the placebo patients as it means that a patient who may have cancer (for example) is guaranteed to get the trialled drug as the control group is basically AI.

The second is cost. An example given if 1000 people for a trial is reduced by half. So the cost is also halved.

For the big pharmaceutical companies this will save a huge amount of money and speed up trials.

Where do Sens come in to it ? Well Phesi have been working on this for some time. But adding their data to sens gives over 36 million patient data sets. The Pharmas, so far as I know, don’t have this data. So using AI plus data plus Phesi knowledge and research has huge potential IMO. I can see one of the big companies wanting to buy Sens in the future. Having this AI and data must be hugely advantageous. And the current value of sens is peanuts to them.

Another advantage I forget is that the pandemic has highlighted the difficulty of getting large groups for trials. They have almost stopped during the pandemic so there is pent up demand.

With regards to results.....it’;s been tempting to sell some. But I’m in for the ups and downs for now. I’m not so sure that results will show much profit. But.....if you look at what has been announced, there is significant potential in the pipeline for revenue. The above I’ve mentioned is the first. The move in to the US should also bring in revenue. Previous brokers targets were £2.60-70 I believe. Another piece says 300-400 in 3 to 4 years. I known just hearing about deals and potential isn’t adding to the bottom line, but once the tap opens, I see the revenue coming in and the share price accelerating. Having the balls to hold on is the hard bit see it drop form 1500 back down to 110p. But yet again, we are almost back up there again. I just hope we don’t drop back again on or after results. That said, yesterday saw some rather large buys coming in. Even with the share issue, it looks like someone one is building a position.

[zulu_principle] 16/1/2021 09:25

edwardt - are you able to share what the new Liberum target price is?

Given recent announcements re: changes to large share holdings I'm surprised Sensyne haven't updated the major shareholders info on their web site since 3/11/20.

Banked some profits in recent days to clear past losses on this share. Feeling more comfortable now with a reduced holding and ready to build again on confirmation of actual progress. I'm hoping next Thursday's statement includes forecasts for full year revenues / profit instead of references to significant opportunities, strategic alliances, etc, etc.

[edwardt] 15/1/2021 15:32

seems a large order is being worked!

[edwardt] 15/1/2021 14:00

liberum upgraded share price target yesterday fwiw - reducing the discount rate.

[edwardt] 14/1/2021 18:49

Been reading up on the purpose of synthetic control arms. Got to be the future, right? Even the fda appears supportive.

[billy3] 14/1/2021 09:06

Wow. This looks a fantastic piece of news. Anything linked to Covid 19 should be good for business. The lateral flow test market is huge right now.

[nico115] 11/1/2021 15:35

Thx I got zero !!

[billy3] 11/1/2021 11:03

Interim results on their way. Any views ?

[billy3] 10/1/2021 07:07

News on collaboration with Phesi

hxxps://www.zenopa.com/news/2861/phesi-and-sensyne-health-agree-collaboration-to-advance-development-of-synthetic-arms-in-clinical-trials

[billy3] 09/1/2021 21:10

I believe that everyone who asked
For their allocation received
It. The extra requested would be based on your holdings. It was in a
RNS saying what they would do. Don’t think anyone got zero.