Sensyne Health Share Discussion Threads

[melloteam] 25/5/2021 16:16

There is a Mello Healthcare Sector special zoom event this evening with six companies from the sector doing presentations and three investors and fund managers doing short presentations too. Here is the webpage and links to sign up for the event



The show will start from 5.30pm and all attendees will also receive a recording of the show. If you would like a ticket for just £4 use this code SHVIP75 as it gives 75% off

Programme for the evening

5.30 pm Mello Welcome with Edmund Shing

5.35 pm Company presentation by International Biotechnology Trust

6.10 pm Company presentation by Inspiration Healthcare

6.40 pm Charity Pledge by Melwin Mehta – Shield Therapeutics (STX)

6.50 pm Company presentation by Diaceutics

7.20 pm A guide to broker research with Rob Mundy of Research Tree

7.30 pm Company presentation by Angle PLC

8.00 pm Charity Pledge by Tim Grattan – New IPO Arecor

8.10 pm Company presentation by Polarean Imaging

8.40 pm Company presentation by Net Scientific

9.10 pm Healthcare Sector Review from Edmund Shing and Charity Pledge – Circassia (CIR)

[edwardt] 25/5/2021 16:11

tbh - would be great when they have gone...

[rambutan2] 25/5/2021 16:04

Acacia down by another 2m:

[rambutan2] 24/5/2021 21:45

So kudos to SENS for being picked as one of the excavators:

Staying competitive in the medical field now requires a new type of mining. While there are no hard hats required, extracting data from a vast array of resources is the new frontier in advancing research and patient care. And the University of Colorado Anschutz Medical Campus is ready for excavation.

“At CU Anschutz, we have gone big in terms of expanding our talented team and investing in the resources needed to push their work forward,” said Chancellor Don Elliman, kicking off a May 10 virtual panel discussion on bioinformatics, data science and artificial intelligence.

“We know that these areas will be fundamental and really foundational to the future of medicine and healthcare – impacting everything from how we understand illness and disease, to how we address prevention and treatment, to how providers make clinical decisions in real time,” Elliman said. “And that’s just the tip of the iceberg.”

[rambutan2] 24/5/2021 21:36

Deserves a full posting imho:

Oxford, U.K, and Dover, Delaware, USA 24 May 2021: Sensyne Health plc (LSE: SENS) ("Sensyne" or the "Company" or the "Group"), the Clinical AI company, today announces that it has signed its second Strategic Research Agreement ("SRA") in the U.S. with the Colorado Center for Personalized Medicine ("CCPM"),
a partnership between non-profit health system UCHealth and the University of Colorado Anschutz Medical Campus

The agreement will enable the ethical application of clinical AI research to improve patient care and accelerate medical research. This is in line with Sensyne's strategy of building a world-leading health data platform with industrial scale and robust patient data protection. The uptake of Sensyne's model in the U.S. demonstrates growing appetite for more advanced ethical data sourcing supported by patient information protection.

The CCPM houses one of largest health data warehouses in the United States and has been a pioneer in driving large-scale personalized medicine and return of clinically actionable results through a research biobank, integrating personalized genomic information with clinical data. CCPM's significant advancements in making pharmacogenomics a standard of care are already providing benefits, and with plans to expand the provision of personalized healthcare, patients will soon have access to more clinically-actionable results, including genomic mutations that confer risk to diseases such as cancer and cardiomyopathies. In tandem, through its partnership with UCHealth, CCPM is scaling efforts to include as many as 100,000 additional UCHealth patients per year.

The CCPM dataset covers 7.3 million de-identified and anonymised patients, including anonymised patient records from a UCHealth population of approximately 2.4 million active patients and a biobank of >180,000 research participants for which clinical genetic test results are being generated. UCHealth cares for patients through its network of 12 acute-care full-service hospitals and hundreds of clinic locations across Colorado, southern Wyoming and western Nebraska.

Consistent with Sensyne's approach with all of its Strategic Research Agreements, research will be undertaken to the highest standards of information governance and data security and in accordance with The Health Insurance Portability and Accountability Act (HIPAA), the U.S. data protection legislation that protects sensitive patient information. All data supplied to Sensyne for research will be de-identified by CCPM beforehand and will remain in the U.S., and the provision of the data will operate under an agreed set of data processing procedures.

Under the terms of the agreement, should the medical research undertaken by Sensyne using CCPM's data lead to medical discoveries commercialised by Sensyne, CCPM will share a proportion of Sensyne's revenues generated from that research. The agreement quickly follows Sensyne's first U.S. SRA announced on 21 May 2021 with St. Luke's University Health Network, a leading U.S. health system serving patients in Pennsylvania and New Jersey. These new US partners follow 11 National Health Service ( NHS) Trusts in the U.K., covering more than 13% of the U.K. population, which have partnered with Sensyne sharing anonymised clinical datasets to enable the discovery of new treatments, increase disease understanding, and advance clinical trial design.

Kathleen Barnes, PhD, University of Colorado School of Medicine Professor and Director of CCPM , said: "This collaboration will take an already notable program at the CCPM and expand the depth and breadth of its capabilities, allowing us to give more back to patients everywhere through our collaborations. Our partnership with Sensyne Health will lead to an optimization of patient care, using personalized results to better inform research, clinical decision making, and potentially leading to new ways of diagnosing, preventing and treating illnesses."

Lord (Paul) Drayson, PhD, CEO of Sensyne Health, said: " This agreement with Colorado Center for Personalized Medicine, covering both genomic and electronic health record data , will enable us to undertake research aimed at a deeper understanding of disease, and to accelerate the development of novel medicines in collaboration with our pharmaceutical partners. I'm delighted to be working with CCPM and excited about the capability that our growing international data collaborative now offers to the global life sciences research community."

[wanttowin] 24/5/2021 11:01

So so under the radar here, traction must come soon.

[edwardt] 24/5/2021 08:43

this new whopper of a deal looks as though they will take a larger % of future revenue streams. good for us in no dilution now in cash burn or equity (unlike nhs deals) and for me positive in that this huge dataset owner can see the upside and wants some of it. i see that as a win win. amazed this stock has so little attention....

[zulu_principle] 21/5/2021 22:34

billy3 - nice piece of analysis. It'll be interesting to see how the next few weeks and months play out.

[edwardt] 21/5/2021 09:13

fascinating where they are going to take this business. it does feel that they have very grand plans indeed. as google is for search sensyne is for healthcare ai....

[zulu_principle] 21/5/2021 08:23

Yes, interesting. Looks like our focus has moved from UK health-data to international health-data (with hindsight there have been a couple clues along the way but I've been slow to pick up on them).

Significantly broadens our horizons in terms of business opportunities and potential partners / suitors. Not buying any more but feeling a little more relaxed this morning with seeing this as a long term hold.

[edwardt] 21/5/2021 07:48

well that announcement took me by surprise. this could be a spring board to something enormous.

[zulu_principle] 20/5/2021 13:51

If they're the result of offloading it means someone else is happy to pick up 3m at 153.5 to 153.8 which bodes well.

I still think these could rocket / plummet with little or no warning. I was hoping for some news this week of MagnifEye use in lateral flow testing - the silence is a little unnerving.

Watching and waiting!

[edwardt] 20/5/2021 13:38

probably the US lot who inherited for nearly nothing from woodford shambles offloading a few again. given the probably quadrupling of the price since they got involved that would make sense.
albeit me thinks that is a mistake! lol.

[zulu_principle] 20/5/2021 13:31

Any theories about what's going on with large buys(?) over the last few days?

3 x 1 million trades this lunch time - given the lack of price movement I'm assuming these shares are simply being transferred between holders. Hopefully a "holdings" announcement will clarify matters before long.

[edwardt] 11/5/2021 17:47

At the minute we are on p/e infinity because we are loss making. Our bet is this will change hard and fast . The market will then price certainty accordingly. This is why I love these types of asymmetric opportunities!

[billy3] 10/5/2021 19:56

I agree Edwardt.
We are already on a much higher PE and companies such as Sens attract much higher.

[edwardt] 10/5/2021 18:05

the great thing about your calcs billy is that you are right in that magnifyeye will have near 100% margins. i can assure you if we are gettomg those weekly numbers the market will put a higher multiple than 16 times on it.

[edwardt] 10/5/2021 13:00

Comes down to will govt mandate adults testing twice a week and for how long.

[billy3] 09/5/2021 16:03

Here are some figures which sound a little bit mental.

If we take the broker sky high figure of 4mln per week.

That gives us 208mln per year.

There are 165mln shares in issue.

That gives us an EPS of £1.26.

If you give a conservative PE of 16 (price to earnings ratio) get a share price of.....

£20.16p !!!!!!!

So that is where SENS would be on 4 mln a week.

You've got to laugh but never say never !!!!

I suspect that in the next week or so we will see Innova picking up the test and go app. The LFT contracts are on a rolling basis so you would expect the government to make use of the app part of any new contracts going forward.

[billy3] 09/5/2021 09:49

Excalibur being used at the world snooker tournament.

It also says trial before its official release.
Will be available in the App Store and google play.
So it’s called ‘test and go’ and looks like an adapted version of Magnifeye.

I still think Sens will pop when this goes commercial.
Amazing that people don’t seem to be picking up on its potential on just this one product. And we know Sens is not a one hit wonder.


hxxps://www.businessweekly.co.uk/news/biomedtech/covid-snookered-cambridge-test-arrives-cue

[billy3] 07/5/2021 21:14

Yes. To be fair, they have been selling along the way and no doubt account for a lot of the sells week on week. Imagine if they had none it sell where this would be ?

Fingers crossed for positive comment over the weekend.
The potential was there for Magnifeye. Now they have the exclusive green light from the government, you would expect someone in the weekend share comments to pick up on this.

[rambutan2] 07/5/2021 20:43

Remember, when they first arrived, it was an 11.9% stake.

[rambutan2] 07/5/2021 20:41

Yes, but they are clearly being patient which is in contrast to how they dumped most of the other stuff they bought. And it does mean that as the good news flows, other instis have a means of entry if they want to climb on board.

[billy3] 07/5/2021 20:31

Only 14 million shares left then !