Sensyne Health Share Discussion Threads

[nxc] 09/10/2019 16:35

hxxps://www.thetimes.co.uk/article/sensyne-health-failed-to-declare-bonus-for-lord-drayson-jtz7wlxnm

Absolutely shocking - the Nomad should resign and so should the pair who failed to disclose.

There is no acceptable excuse for this.

[zulu_principle] 09/10/2019 07:36

rambutan - many thanks for the info.

[rambutan2] 08/10/2019 22:33

zulu, with any links you want to put on this site all you need to do is capitalise one of the ts or the p and it won't be xxed:

[zulu_principle] 08/10/2019 16:30

Worth watching the webcast of yesterday's investors' presentation on the company's web site:

hxxps://www.sensynehealth.com/investors/reports-presentations

(replace the "xx" with "tt" before cutting and pasting)

Runs to just over 50 minutes and adds some extra detail to what we already know about the company structure, results, mission, etc. The Q&A at the end is worth sticking around for.

The implication is there will be several announcements in the next few months (hopefully with clear numbers quoted per the Bayer announcement). Still a high risk share but I'm happy to remain invested for now.

[rambutan2] 07/10/2019 19:00

Plenty to be excited about, albeit you have to remember that SENS is a young company and the model is just getting going/being proven. The Bayer agreement was significant and should lead to more such deals, in time. No doubt there will be hiccups along the way, but it's got enough cash (currently £41.5m) for a couple of years yet, so has breathing space. Woodford's 12% is clearly depressing the share price at present but I can't believe that this won't bounce big before long.

[zulu_principle] 07/10/2019 08:03

Current buying price 107.25 - both transactions so far (inc mine) are buys.

[ayl30] 07/10/2019 07:04

So in light of share price decline what do people make of today's results?

[rambutan2] 03/10/2019 19:13

Note:

Notice of Full Year Results

Oxford, UK; 12 September 2019: Sensyne Health plc (LSE: SENS) (the "Company"), the British clinical AI technology company, will announce its full year results for the 12 months ended 30 April 2019 on Monday, 7 October 2019.

Lord Drayson, Chief Executive Officer, and Lorimer Headley, Chief Financial Officer, will host a briefing for analysts at 12.00pm BST on the day of the results at 85 Gresham Street, London, EC2R 7HE.

A live webcast of the meeting, with the presentation slides, will be available via the Company website.

[mrc2u] 26/9/2019 13:26

Big drop on small volumesMay look to add if price goes much below 100pAgree that news has been good. Worry must be re cash burn and ability to commercialise beyond Big Pharma so results need to move story forward

[zulu_principle] 17/9/2019 10:56

Gone through my stop-loss but will continue to hold until the results are released next month. What limited news flow there is has been good for the last few months and I haven't been able to find anything negative (other than the Woodford holding) to account for the decline.

Business model makes lots of sense for a long term holding but have to agree this is a very speculative investment at this time.

Hopefully the results will provide an opportunity to accumulate a few more.

[jomool001] 16/9/2019 13:50

Wondering whether to add a few. Little to go on, but thinking good results will bring a significant rise.

[pugugly] 16/9/2019 13:46

jom - Woodford overhang worries - imo

[jomool001] 16/9/2019 13:44

What's behind the recent, sustained fall?

[ayl30] 04/9/2019 13:24

Chancellor announces £250m more for AI in healthcare

[ayl30] 11/8/2019 09:47

Why big beasts are thirsty for patients' data https://www.thetimes.co.uk/article/why-the-drugs-giants-are-thirsty-for-your-health-records-npwzrwl95?shareToken=2aa485f31d380557bc8c8c69efd81d83

[rambutan2] 31/7/2019 13:42

Yes, very promising and a hint at the potential on offer from SENS.

[ayl30] 31/7/2019 07:09

Good rns today. Bayer tie up looks good

[ayl30] 30/6/2019 05:54

Woodford cuts stake in AI health darling https://www.thetimes.co.uk/article/neil-woodford-cuts-stake-in-ai-health-darling-sensyne-l70wfhshn?shareToken=9e18b4346c89c850725aae415c5e7098

[lance corporal winstanley ash] 29/6/2019 19:50

Looks that way. The company seems to be progeessing well partnership wise.

[rambutan2] 26/6/2019 12:44

Block of 7.2m gone through at 123p. Assume it’s Woodford cutting.

[pugugly] 10/6/2019 08:26

Starting to look very sick - Just the Woodford effect or something worse? Or just very under the radar?

[czeck] 22/5/2019 15:41

Added here; promising market!

[rambutan2] 17/5/2019 21:34

Just a note. Woodford holds a 20% stake. Of that, 8% is held by WPCT, which is a closed end fund, so not really a redemption worry. But 12% is held in his shrinking open ended fund. So any insti selling is probably coming from that direction. I'm not saying that there is at the moment, but better to know than not. imho

Update: At 31/12/18 WEIF held 13,918,497 shares, to be precise.

[the stigologist] 16/5/2019 12:14

Physiomics are on a mission today in terms of tweets and their first ever blog post explaining their Virtual Tumour model

(coincides (coincidentally?) with major news carried on BBC etc about their partners/collaborators ICR (Institute of Cancer Research) launching £75m new cancer breakthrough treatments centre
).

Tweet :-

Blog post :-


Reminder :

PYC Mkt Cap £3m (Rev £0.5m)
RENX Mkt Cap £100m (Rev £0m)
SENS Mkt Cap £200m (Rev £0m)

[the stigologist] 07/5/2019 15:40

UK leads the field in Healthcare/Biotech/Pharma AI/Machine Learning

Unlisted entities

Google Deepmind $500m+
Benevolent AI $2000m+
ExScientia $1000m+

Listed entities

#RENX £90m
#SENS £230m
#PYC £2m

Physiomics is undervalued by multiples. Only a matter of time before a moonshoot


News today re ExScientia :-