Sensyne Health Share Discussion Threads

[terminator101] 03/11/2021 19:34

There's no way that this sack of loss making dross is worth £166 million, never mind the waffle that Drason comes out with. Revenues of less than £10 million and massive losses.

[rambutan2] 03/11/2021 16:58

Certainly helps explain the previous mystery of where the Acacia shares ended up.

[billy3] 03/11/2021 16:52

Thats some big names. Share price doesn’t seem to be racing anywhere.

[rambutan2] 03/11/2021 16:35

With the assistance of today's Form 8.3 disclosures, the above 1% but below 3% holders:

Schroders 2,306,172 1.399%
abrdn 2,597,500 1.58%
Octopus 1,648,750 1.00%

Whilst mm Jefferies has 2,070,490 1.25% (on its books?)

And Invesco revealing a previously undisclosed! 7,626,380 4.63%

And HSBC Bank with 8,302,134 5.037% although I would assume they're being held for someone who prefers to remain in the shadows for the time being ie a hedge fund holding derivatives, perhaps a vehicle buying up shares to support a Drayson bid etc etc.

[rambutan2] 03/11/2021 16:31

Above 3% shareholders, updated on 7/10/21, according to Sensyne's AIM rule 26 (brackets info from me):

Lord Drayson* 22.8%
Lansdowne Partners 8.2% (held from pre IPO)
Baillie Gifford & Co 7.7% (all held by the renowned Monks IT, which bought in at around 130p in 06/19)
Sand Grove Capital Management 6.4% (mostly bought in the 90p fund raise last year)
Gatemore Capital Management 6.0% (bought when shares v cheap early last year)
Amati Global Investors 4.9% (bought this year)
Oxford University Hospitals NHS Trust 3.4% (gratis shares for data access)

[rambutan2] 03/11/2021 13:43

I am disappointed in this turn in events.

Fond imaginings of this being a big bagger currently looking rather thwarted.

I am not a great believer in conspiracy theories.

I am struggling to read what is really going on.

The price action isn't very promising, pre/post rns.

Mr Drayson is clearly frustrated by the UK market's usual short sighted lazy scepticism towards something different and cash burning, no matter what the realistic potential.

The board sounds rather wishy washy, but hopefully behind the scenes is not letting the impatient Lord steamroller them...
Sir Bruce Keogh, Non-Executive Chairman of Sensyne, commented:

"Sensyne has initiated a formal sale process as we believe it will help the Company to deliver maximum value to all shareholders and prosper in the long-term. The Board is fully aligned with Lord Drayson's proposal to explore a management buy-out as one route towards maximising value for all stakeholders while respecting our heritage and unique, ethical business model. We recognise Paul's continued motivation and commitment towards the success of the business.

"Additionally, as part of the Board's duty to act on behalf of all shareholders, the Board will also consider other options that may include strategic equity investment or continued exploration of a secondary US listing."

We do know that SENS has some good quality institutional shareholders ie Baillie Giff and Gatemore in particular, who will surely not just settle for an easy out.

Ho hummm...

[edwardt] 03/11/2021 13:00

some big disclosures out...

[edwardt] 02/11/2021 20:10

My bet fwiw is it draws out a large partner to take a strategic stake of say 10 to 20% akin to the deal Oxford nanopore got from oracle prior to float . I very much doubt a mbo is a serious proposition as existing institutions including the nhs trusts are unlikely to roll over and sell out on the cheap. Time will tell!

[babbler] 02/11/2021 13:20

managment want to buy it.

[billy3] 02/11/2021 10:11

Wtf !!!

So they have no offer or discussions at the time from any potential buyer.

In effect, all they have done is out up a ‘for sale’ sign.
Sounds a bit desperate and is far away from the potential nasdaq listing that was mooted.

I need to read some commentary from some experts and analysts to see what this means and read between the lines.

[edwardt] 02/11/2021 08:59

Lord D is not for standing still...

[babbler] 02/11/2021 08:21

Good news right? No prove but they say devalued...

[edwardt] 02/11/2021 08:04

Well that made me choke on my corn flakes

[zulu_principle] 27/10/2021 10:49

Billy - completely agree. Still watching and waiting. I need contracts with revenue / profit projections before I feel safe reinvesting.

[billy3] 26/10/2021 15:18

Having sold around 126 and said I was a buyer below 100p.......I'm still sitting on my hands.

There seems to be very little buying and still mostly sells. One for 10k just now.

Looking at long term chart, support seems around 85p then next stop is 60p.

Really needs some contract announcements for their AI platfrom.

[volsung] 22/10/2021 15:19

Bought a few more for a quid

[edwardt] 21/10/2021 18:09

Love that biIly. You are in the wrong game if you are worried about other investors. Look after you first!

[billy3] 21/10/2021 17:04

A hefty 100k sell at 100p on top of a 25k sell.
Wonder what is going on and love to know why they are selling.

I'm a buyer again under 100p but charts are not great with next support at 50p if it breaks down here.

As mentioned when I sold, fear here is no real progress till they announce contracts with income streams.

Hopefully that comes soon and provides support to the share price

I'd rather see holders doing ok than me getting cheap stock.

[edwardt] 21/10/2021 16:36

Was that a balls up on the press release or what?

[rambutan2] 15/10/2021 15:40

Bigger data is better data:

Dover, DE and Atlanta, GA. Oxford, U.K. October 15, 2021 : Sensyne Health plc (LSE: SENS) ("Sensyne"), the ethical Clinical AI company, and OMNY Health ("OMNY"), the largest US-based real world data network, today announced a strategic teaming relationship.

The arrangement establishes a nimble framework under which Sensyne can contract for access to OMNY Health's platform of more than 22 million de-identified patient records across all therapeutic areas in support of Sensyne's data analytics work for life science companies. In addition, Sensyne and OMNY have agreed to work together on commercial projects for life science clients to advance and accelerate ethical medical research. By bringing biopharma clients a joint offering with OMNY real-world data and Sensyne machine learning expertise, both companies-and their health system partners-will have more opportunities to support important life sciences research.

The OMNY data network complements Sensyne's existing global medical research dataset of 22.1 million patients, ethically sourced through strategic partnerships with US health systems and the UK's National Health Service (NHS) trusts. With a data network that spans over 50,000 providers across 40 states, OMNY's data platform also offers control, security, and data governance to maximize the utility of information while maintaining compliance with US regulations. Sensyne will now have a new avenue to access an additional 22 million unique patient records, significantly enhancing the scale of real world data on which Sensyne can apply its advanced machine learning and bringing the combined total of de-identified patient data available for its research to over 44m patients.

Derek Baird, President, North America, Sensyne Health said:

"This relationship has been forged on a mutual belief in the power of real-world data to support breakthrough insights and discoveries. The team at OMNY, like us, appreciate the complexity of working with longitudinal clinical records, and the trust that health systems place in our companies to analyse de-identified patient data in an ethical, secure, and responsible way. We share common philosophies and missions, and complementary approaches in responsibly using real-world data to accelerate life science research for clients. This is an exciting alliance, and we are thrilled to be working together."

Mitesh Rao, MD, CEO, OMNY Health said:

"OMNY Health embraces the opportunity to work with Sensyne Health's world-class machine learning team and data science professionals, and is thrilled for Sensyne to join the platform. We aim to revolutionize the healthcare ecosystem through our equality-driven data network while unlocking transformative real world data partnerships across the life sciences industry. This collaboration with Sensyne Health creates even greater possibilities to apply emerging technologies to the unparalleled data we've assembled, enabling both companies to ethically innovate on behalf of our respective partners, and most importantly, to create better outcomes for patients."

Sensyne is working with life science partners on different types of research projects across multiple disease areas. The actionable insights from OMNY's longitudinal patient data sets will help them with synthetic control arms, patient stratification, patient identification and selection, plus important late-phase clinical trial design, commercialisation, and health economic pricing decisions.

[edwardt] 11/10/2021 21:05

Found a copy of that times article. Very aggressive journalism imo. Seemed a bit naughty on their part.

[rambutan2] 08/10/2021 17:29

Weekend reading: