Member Info for Marty130

Apta/not atm.

I have faith. I watched FTC for month's/years, nothing happened, and then the company started signing contracts with space X etc, and the SP rise from 8p to 88p very quickly. My thoughts are ATM will follow similar lines, next year we'll see huge gains when contracts start being signed. Unilever will be significant in providing uplift. I imagine by Christmas 26, ATM sp will be upwards of 60/80p.

Perhaps we may hear more on a possible progress with Unilever.

Cev

You will see a much higher price in the coming months, just need to hang in there.. I for one have seen my investment drop significantly.

Renalytix's primary product, kidneyintelX.dkd, is well-regarded and widely accepted by medical professionals, insurers, and government agencies in the United States due to strong clinical evidence and regulatory approvals.

SB

Don't forget the CE application is due to go through in the first quarter of next year, which will lead to a significant rise in the value of the company... Assuming it does clear all hurdles.

Presumably the share price will begin rise early next year, MM usually price these in prior to an announcement.

From the 1st of October 2025, so by April could be when we get the CE mark.

Close/CFO.

The deal with Unilever is close, as confirmed by the close during the webinar

CE mark could be a ground breaker... Some analysts predicting a share price at 86p could be on the money.

The share price of a company that gains a CE mark typically rises due to the positive market sentiment and the new access to the large European market. This increase is driven by the market's perception of improved risk/reward and potential for future revenue growth.

Reasons for Share Price Movement

Market Expansion: The CE mark is a certification that a product meets EU safety, health, or environmental standards, allowing it to be legally sold within the European Economic Area (EEA). This opens a significant new market for the company's products, which can lead to substantial sales growth.

Increased Investor Confidence: The certification acts as an independent validation of the product's quality and compliance with rigorous standards, which can increase investor confidence in the company's management and its future prospects.

Analyst Upgrades: News of a CE mark approval often leads to positive analyst ratings and upgraded target prices, further fueling investor interest and demand for the stock.

Demand and Supply: Like any stock movement, the price change is ultimately a result of supply and demand. Positive news creates high demand among buyers, which can cause the price to jump.

Real-World Examples

Several news snippets show companies experiencing stock gains following the announcement of a CE mark:

Intuitive Surgical stock gained after its DV5 system received early CE mark approval.

Femasys stock rose after its FemBloc product gained the CE mark.

Zimmer Biomet (ZBH) stock saw gains following the receipt of a CE mark for a knee system.

In summary, obtaining a CE mark is generally a positive catalyst for a company's stock, signaling new commercial opportunities and reinforcing a positive market sentiment for the company's future performance.

Thanks for your email.

Renalytix is a US focussed business. The product is FDA approved, and has full reimbursement established by Medicare, the largest insurance payer in the United States, at $950 per reportable result. They are currently only targeting test adoption in the US healthcare market - which is naturally a very large addressable market.   

The company has no plans to target the NHS, and do not see this as a viable commercial opportunity currently as the product is not approved for use in the UK, and the currently has only just submitted an application for CE Mark certification for use within the European Union, in response to interest from pharma partners to use in the test in clinical trials within the EU.

Whilst the UK market could be a very long-term target, along with other geographic expansion - but for now the company is firmly focussed on driving shareholder value through exploiting the very large opportunity that teh US market presents.

Kind regards,

Paul    

Dear Sirs and Madam,

I hope this message finds you well. I am writing as an investor to gain a clearer understanding of Renalytix’s engagement strategy with NICE and the NHS.

Given the strong potential for your diagnostic technologies within UK healthcare, and in light of Wes Streeting’s recent announcement regarding the NHS’s increasing adoption of AI tools, I believe there is significant opportunity for Renalytix to contribute meaningfully to national healthcare priorities while also creating value for shareholders.

I have noted that companies such as Genedrive appear to have established closer relationships with NHS partners, and this has prompted me to seek further clarity on Renalytix’s own plans and progress in this area.

Could you please provide clarification regarding your current NHS and NICE engagement activities, as well as your broader strategy for pursuing these opportunities? I would be grateful for a response within 14 days.

Thank you for your attention to this matter.

Kind regards,

Yes, i have written to the company to enquire as discover why they haven't been in discussions with the NHS. Gendrive have so why haven't renalytix?

Great post.. I forgot about the CE application.

Renalytix is a diagnostics company that has faced challenges getting its KidneyIntelX test validated for use within the UK's National Health Service (NHS), despite the technology being used in the US. The company's focus has primarily been on the US market where its product has FDA authorization and Medicare reimbursement.

Renalytix and the NHS

Limited NHS Adoption: While Renalytix is a London-based company, its commercial success and focus have been predominantly in the US healthcare system, particularly with the Mount Sinai Health System and Tempus AI. The company has reportedly missed opportunities for NHS validation.

Potential but Unused: There has been discussion among investors about the potential for the KidneyIntelX test to be a cost-saving measure for the NHS, which faces significant costs from undiagnosed and uncontrolled kidney disease.

NHS Technology Use: The NHS is exploring the integration of machine learning and wider datasets within its electronic health records to improve risk prediction and decision support, which aligns with the kind of technology Renalytix offers, but direct procurement has not been established.

The KidneyIntelX Technology

Renalytix developed KidneyIntelX, an artificial intelligence (AI)-enabled blood test for patients with type 2 diabetes and early-stage chronic kidney disease (CKD stages 1-3b).

Function: The test uses AI to integrate data from blood biomarkers and electronic health records to provide a high, moderate, or low-risk score for rapid kidney function decline within five years.

Purpose: This early risk assessment allows clinicians to intervene with guideline-recommended treatment sooner, potentially improving patient outcomes and reducing overall healthcare costs.

In summary, as of late 2025, Renalytix's technology is not widely adopted by the NHS, with the company's business efforts centered on the US market and recent partnerships there, such as with Tempus AI and MVP Health Care.

Wrong link, sorry.

Https://donation.watch/en/unitedkingdom/party/REFORM/donors

10g

Or China!!!