Sensyne Health Share Discussion Threads

[czeck] 16/1/2020 12:48

Clearly a bounce is due to occur very soon; check this deal just before Xmas.
Took a position with a long term view.

[pugugly] 16/1/2020 11:38

>The Stigologist Re post 23. Drayson will be aged 60 in March - Reinforces my top management view in 22 above - Jury still out as to potential executional ability of Company - Will sit this out until after the 21st.

"Paul Rudd Drayson, Baron Drayson FREng[1] PC (born 5 March 1960),[2] is a British businessman, amateur racing driver and Labour politician. He was Minister of Science in the Department for Business, Innovation and Skills until May 2010, where he replaced Ian Pearson. In June 2009 he was additionally appointed as Minister of State for Strategic Defence Acquisition Reform at the Ministry of Defence.[3] After losing his ministerial positions in the General Election 2010 he decided to devote himself totally towards his motorsports company Drayson Racing Technology.[4] He is chairman and CEO of Drayson Technologies Ltd.[5]"


PowderJect was a massive loser for many investors
"Despite these advantages, Powderject's stock has had a turbulent time. After listing on the London Stock Exchange in June 1997 at $3.03 (1.85 ), the share peaked at $16.06 in December 1999 and was trading at around $7 on May 8."

although Drayson himself did very well out of it -

Could history be repeating itself?

[9degrees] 16/1/2020 11:07

results Tuesday 21 st
lets hope as this is a disaster area for SP

[the stigologist] 16/1/2020 08:48

No. Drayson is a good entrepreneurial operator who has established a decent position in coming land grab for NHS Data goldmine

[pugugly] 16/1/2020 08:27

Could this be a similar case to many of Woodford’s failed or failing start-ups of top management having come from major companies where they had extensive support departments and their own knowledge of current developing technologies lacked hands on experience - and hence could have been deficient in the knowledge to guide their employees down the correct path?

[the stigologist] 15/1/2020 12:53

What do you expect to see in results ?

Pitiful revenues and mostly vapourware on AI

[zulu_principle] 15/1/2020 12:07

Waiting for next Tusday's interim results before making a decision. Either take a big hit and bail out (cursing myself for not having done so when I went through my stop-loss) or dip in and buy some more for the long haul. Other than the Woodford / Link overhang I still haven't found any bad news or rumours to account for this steady fall - the news flow to date (other than the bonus fiasco!) has been consistently supportive.

[edwardt] 15/1/2020 11:56

wowzers - they are pushing this ever lower - guess a forced seller is a powerful force! game of cat and mouse.

[the stigologist] 10/1/2020 09:03

don't the woodford shares have to be sold by mid Jan ?

[mrc2u] 10/1/2020 07:16

No idea!I had planned to buy at 100p but, fortunately, held off. Until they prove a revenue model, these could easily go down to, say, 10p but could equally bounce to 150p on a good development. Not sure if it would help or hinder them to get a new CEO and new CFO now either after the bonus fiasco and they are going to have to either slash costs or get money from somewhereMrC

[edwardt] 09/1/2020 20:23

Tempted to buy the falling knife. Anyone with me?

[ayl30] 31/12/2019 06:38

https://www.thetimes.co.uk/article/alarm-at-secret-nhs-meeting-with-tech-firms-on-sharing-patient-data-pv2xsr9pp?shareToken=b2a1df2c7677ad96dc38091858a1c794

[rambutan2] 27/12/2019 03:19

Lord (Paul) Drayson PhD, CEO of Sensyne Health plc, said: "This is an important collaboration and marks Sensyne's increasing activity in partnering with leading pharmaceutical companies using our clinical AI platform. It is particularly pleasing given Roche's progressive approach to data and technology-driven personalised healthcare."

[ayl30] 23/12/2019 07:14

Good pre-Xmas rns today

[zulu_principle] 16/12/2019 13:45

Against my better judgement I've not triggered my (second) stop-loss on these. I'll sit back and wait and see a little longer - a couple interesting annoncements on their Twitter feed in the last few days.

At present on Halifax I can buy at 72.0p whilst being quoted 72.02p for selling! I'm assuming this is down to the massive Woodford / Link overhang.

Won't be adding any until either the Link holding on Sensysne's "Investor" page starts to shrink or there's an announcement with hard numbers in it.

[ayl30] 16/12/2019 07:03

Interesting rns today, almost reverse of a profit warning

[jpuff] 12/12/2019 12:25

I did buy in at a pound a share (see earlier) but decided to bail out today after a 30% loss in a fortnight! Dangerous market especially those companies tarnished with the toxic Woodford legacy. Hope to buy back maybe?! at a far lower price. Xeros might be a good analogy here :(

[mrc2u] 11/12/2019 11:00

I was going to buy at 100p but am glad I didn'tFirst one chair steps down, then, 6 weeks later the acting chair resigns along with another NEDThis is starting to smell of more being wrong than Woodford and greedy executives falling out with their bankersCould easily go down a lot moreMrC

[whitebicycle] 05/12/2019 02:16

It's hard to ignor Draysons past success just finding the right time to buy in.
The Woodford fiasco is obviously a blight on the whole sector atm but it doesn't mean he was wrong.

[rambutan2] 04/12/2019 12:59

So it was the top performing BG trust, Monks, which bought in (7.2m at 123p) at the end of June - see below. Quite an accolade. imho

A feature of trading over the period has been the purchase of several healthcare companies. The portfolio's broad exposure to healthcare has increased from 4% to 8% in the past 12 months. One such purchase is already familiar to the Company. Abiomed, the manufacturer of the 'Impella' range of heart pumps, which dramatically improves the success rate of cardiac surgery, was re-purchased just prior to the April year-end and has been added to during the period. Having sold the position on valuation grounds in July last year, a sharp fall in the share price with no corresponding change to the company's competitive position or growth outlook prompted reappraisal. Elsewhere, a position was acquired in Teladoc, an online platform which facilitates medical consultations in the US. The company is the market leader and is gaining traction in both public and private health markets. Other new additions to the portfolio include Sysmex (blood testing) and Sensyne Health (health data and AI) while the holding in Illumina (gene sequencing) was increased in the period. Each of these companies offers products or services which seek to materially reduce costs or improve outcomes for patients.

[rambutan2] 27/11/2019 20:28

A YouGov poll of 1,027 healthcare professionals, commissioned by Sensyne Health, found that 81% support the analysis of anonymised data to enable quicker diagnosis and more effective treatments while 71% believe this analysis can help solve some of the greatest healthcare challenges in the UK, such as cardiovascular disease.

But just 12% of NHS staff and private healthcare workers said they would be comfortable with a multinational ‘big tech’ company which pays little tax in the UK carrying the analysis out. Only 17% said they would trust multinational ‘big tech’ companies to handle the data in a confidential manner.

In comparison, 80% believe the UK should have a domestic capability in AI and health data analysis so it doesn’t need to be outsourced to other countries or multinational companies.

More than 8 in 10 (85%) say the NHS should receive a fair share of any financial gains made from subsequent medical discoveries, with 87% explicitly calling on the Government to step in and ensure that both the NHS and UK taxpayers benefit from discoveries and gains resulting from any analysis.

The findings also highlight the significant benefits that anonymised analysis and data-driven technology can bring – from reducing workloads for doctors and nurses, to helping patients better manage their conditions. This is particularly important as the NHS heads into winter, with pressures mounting on hospitals and trusts.

[rambutan2] 27/11/2019 20:23

With the share price at 85-92p, 50% down from the IPO price, it's worth reminding oneself that a large overhang of shares is the prime suspect for this state of affairs.

The 15,176,204 shares (11.8%) are on the register under the name Link Fund Solutions Ltd, but are held in what was the Woodford Equity Income Fund (WEIF) which is currently being liquidated. So, any sizeable buyers are sitting on their hands and watching the share price slide until news of a buyer/s emerge.