Sensyne Health Share Discussion Threads

[mrc2u] 27/11/2019 12:04

Agreed - opinion piece from Drayson in Thunderer column of today's TimesSuspect he is finding it hard to deal with NHS but they have done right thing with clearly going for anonymized data from start. Would be good to see an export strategy coming through in next yearMrC

[zulu_principle] 27/11/2019 07:43

Why do we need a new thread when we've got a good conversation history on this one?

[rambutan2] 26/11/2019 21:41

As requested by Marty, I started a new thread here!!!

[zulu_principle] 26/11/2019 09:58

Something I should have spotted for my previous post. Woodford's holding is still on the list of major investors but now under the name of the fund's administrators (Link Fund Solutions).

A buyer is therefore probably still being sought and we have a huge potential overhang - hence large buys don't result in any upward movement and a collection of small to medium sells cause the price to fall heavily.

I reckon the company is still sitting on approx £45m cash. I've reduced my holding by about 50% and won't be reinvesting until the knife has stopped falling and we have a couple announcements of new deals containing some hard revenue / profit projections.

In the absence of any bad news (and contrary to accepted investment common sense) I still think Sensyne has an interesting business model is worth sticking with as a long term investment.

Just my opinion - as always DYOR.

[mrc2u] 25/11/2019 13:07

These are crashing. Resisted buying at 100p as think they could go down below 50p with any hint of a fundraise and still worried about governance, Woodford, timing of announcements etcShame as interesting space and winners in it will win bigMrC

[rambutan2] 20/11/2019 21:55

As requested by Marty, I started a new thread here:

[rambutan2] 20/11/2019 21:54

As requested, a new thread for an interesting company with a rather depressed share price.

[rambutan2] 20/11/2019 21:50

Sensyne Health plc is a healthcare technology company that creates value from accelerating the discovery and development of new medicines and improving patient care through the analysis of real-world evidence from large databases of anonymised patient data in collaboration with NHS Trusts.



(gives order depth)

(rns word search)



Previous thread:


Agreements with:





Partner with:




The Gatemore letter re undervaluation:


DISGRACED ITSELF BY RUNNING OUT OF CASH AND TAKEN OFF MARKET
Now known as

[jpuff] 20/11/2019 14:11

They seem cheap and good value at a pound a share. I bought in last week myself, but what do I know? Float is low and news flow good. Imho

[zulu_principle] 20/11/2019 09:05

Small snippet of news – Sensyne has been named “European Healthtech Company of the Year” at last night’s European Lifestars Awards.

“The award recognises a European Healthtech (digital health, digital therapeutics, databases, applications and wearables) company that has demonstrated a superior excellence in strategy, process, focus and execution to create significant value for consumer, patients, investors, employees and the broader life science community.“

There seems to be a substantial stock overhang to clear before the share price recovers. Small sells result in almost immediate price drops whereas a succession of moderate buys make almost no impact.

Woodford’s remaining 10.2% disappeared a couple weeks back from the list of major shareholders and doesn’t seem to have been fully picked up by existing investors or by a new entrant.

Any views out there?

[jpuff] 15/11/2019 19:30

Hopefully some weekend press coverage about this.

[lance corporal winstanley ash] 15/11/2019 07:17

Nice tie up with cognizant today in US healthcare Market

[the stigologist] 25/10/2019 12:19

#PYC Mkt Cap £2m

'In discussions with several companies with established presence in the sector'

#SENS Mkt Cap £160m

Google Deepmind $500m+

Benevolent AI $2000m+

[rambutan2] 23/10/2019 18:48

Agm is a week tmrro. The below doc makes an interesting read, if you like that sort of thing:

[the stigologist] 22/10/2019 12:03

Appointing another Broker is interesting usually presages fundraising or Corporate Action

SENS need to participate in the ongoing land grab

They have a gap in their Cancer AI portfolio

PYC Physiomics would be a great partner (they are both based on Oxford Science Park and their employees know each other from previous collaborations)

#PYC £2m
#SENS £160m

[ayl30] 22/10/2019 07:35

Interesting pair of rns today. Should provide reassurance to institutions looking to invest

[9degrees] 18/10/2019 10:26

Thanks rambu that is perfectly clear .

[9degrees] 18/10/2019 08:54

so does this RNS mean that this holding has been transferred into LFS ? what are the consquences?

[rambutan2] 17/10/2019 19:15

Re WEIF. I imagine SENS is in the illiquid pot...

What happens next?

FCA rules mean investors must be given three months’ notice before a fund can be wound up. So the process of liquidating the fund will begin on 17 January 2020.

In the meantime, Link has divided the Equity Income Fund into two parts. The first contains listed assets that can easily be traded. These will be taken over by US investment giant Blackrock.

Blackrock will sell these shares and switch the money into money market funds and FTSE 100 index securities, ahead of liquidation. The remainder of the Equity Income Fund consists of unlisted and hard-to-sell listed assets. These are being handled by a specialist adviser (Park Hill - ) who will work to find buyers for these assets.

After 17 January, Blackrock will liquidate its part of the portfolio. The cash will be returned to shareholders — Link says it hopes to make the first payment by the end of January. Further payments will be made when possible, after the deduction of fees incurred in the liquidation of the fund.

If you’re an investor in the Woodford Equity Income Fund, you should receive a letter from Link Fund Solutions with more details. The liquidation will apply to all investors in the fund.

[czeck] 15/10/2019 08:52

The only way is up from here; more contracts coming, US and NHS Trusts signings and share price will follow. Risky business but added here for long term.

[rambutan2] 14/10/2019 15:09

Noted:

Broker Forecast - Liberum Capital issues a broker note on Sensyne Health Plc Ord 10p
10 October 2019 | 10:50am
StockMarketWire.com - Liberum Capital today initiates coverage of Sensyne Health Plc Ord 10p [LON:SENS] with a buy investment rating and price target of 260p.

[hsm12] 12/10/2019 00:00

These people are sick in the head

[mrc2u] 11/10/2019 10:23

Also the flurries of announcements around both full year and interim results don't smell right - financial PR at expense of proper governance?This may need a new CEO, but definitely needs a genuinely independent BODMrC

[mrc2u] 11/10/2019 10:20

Maybe - but paying yourself (Lord Drayson) a £850,000 bonus for floating your own company is obscenely greedy. Keeping it hidden is extremely shoddyDoesn't take much intelligence, artificial or not, to deduce that there is something very wrong about all thisRevenues of £136,000 and a loss of £11.5m do not merit a bonus

[ayl30] 10/10/2019 07:02

Good extension of work with Bayer