Member Info for Mikemine

Agreed. They've made is doctor friendly but, with that potential in mind, why are the revenue forecasts so low?

No wonder the RNS included this "The Board of Directors are currently considering the long-term positive impact of the Tempus collaboration and the Company will provide further updates regarding forward revenue guidance as appropriate, as the two parties execute implementation into hospital systems and other healthcare providers."

After they've done this, maybe after talking to Tempus, the BOD might regrade the forecasts.

"obsessing over physician workflow integration." RENX must have spotted that from the outset. Basically, if I am right, from the get go they focused on the end result, the doctor ordering the test, and made the test easy to access and use. The BOD are extremely experienced in this area and know that, if the product is in any way difficult for the physician to use, it will not be bought no matter how good it is. FDA approval, although it took much longer than it should have , probably down to the FDA, was extremely important as it gave insurance companies etc the go ahead to fund the purchase. That was the first hurdle but then they needed to make the test easy to access , use and understand the results. It showed the expertise and experience of the CEO and his board and they deserve credit. It sure impressed Tempus.

Reaching 250,000 primary care physicians via Tempus no doubt. RENX could only dream of that penetration before Tempus came along. What a deal! It looks like we have a bottom price of 9,5P now and the scope for upward movement looks eye watering. You don't get many of these opportunities on AIM.

Absolutely Megan.

Whether it's 9.5P or 12.5P it won't matter much long term. Just pleased to be in.

Can't agree with that Popeye. The momentum to get in to this share is still high and only existing investors will be able to buy at 9.5p. On top of this, the offer is highly likely to be oversubscribed so investors who have sold to buy again at 9.5p will be somewhat disappointed and will probably choose to reinvest at Market rates. It all adds up to support of the SP at over 9.5p. All just my opinion of course.

With the Tempus deal coming on stream, probably fully Q1 2026, this really should be the last fund raise. It's growing profits after that IMHO.

Looks like others are likeminded D. From my point of view, I hope you are right. I never predict a SP target etc but the momentum was certainly with us last week although I did get caught out by Polar unloading. I still can't believe they did that.

D, I didn't say that. I was wondering what made you think that.

Dusteringmong, why do you say that?

I read that part as RENX starting at the end and working backwards. In other words consulting clinicians as to what they want in a test and how to get it and use it easily and then designing to the test around that. So simple but all too often the reverse happens and the offering company wonders why their product, a test in this case, is not being used. It's obviously one of the things that impressed Tempus. They cracked the code.

How good are Zak Mir's predictions?

It's nice to see the interview with the Chairman but it's 9 months old. It would be good to see another Vox interview with the CEO or Chairman now the deal is out there. A bit of meat on the bare bones of the RNS would be good.

I liked this bit

"𝗪𝗵𝗮𝘁 𝘄𝗲 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗮𝗯𝗼𝘂𝘁 𝘀𝗰𝗮𝗹𝗶𝗻𝗴 𝗔𝗜-𝗲𝗻𝗮𝗯𝗹𝗲𝗱 𝗱𝗶𝗮𝗴𝗻𝗼𝘀𝘁𝗶𝗰𝘀

At Tempus AI, we've seen brilliant diagnostic algorithms struggle to find their footing in clinical practice.

The pattern is always the same: Amazing accuracy in controlled studies ✓ Regulatory approval ✓ Reimbursement pathway ✓ Clinical workflow integration... ❌

Renalytix cracked this code.

Their test doesn't just predict risk levels—it delivers actionable insights directly into existing clinical workflows."

I think that points to the BOD's, and especially the CEO's, experience in this field and ability to see what the clinicians need. RENX has made their test really easy to understand use use by clinicians and thats not a given.

Not really Gamep;layer. This is not an information board after all. It's a comments and discussion board and people are doing just that. The posts are bound to be biased because thats the way people's points of view are couched.. It would be silly for us to take these posts as Gospel but they do give us a feel for market forces and possible alternative ways of looking at our company.

Bugerboy, I don't get nuances too well. Can you explainl the last couple of sentences for me please.

Thanks for that. Makes the deal look even better.

Does Tempus have an international reach?

And thats the big problem for start-ups and the like; they always need money until breakeven and then sometimes after. It's a problem also for investors as these companies are never properly funded so have to fund in dribs and drabs, seemingly endlessly, and that dilutes. What chance would RENX have had if they had asked for £100 million up front? More funding to come? Maybe, but when Tempus gets going the funding issue will disappear IMHO. Every day that passes brings more revenue and we are on track. The deal with Tempus seems to be forgotten by the sellers but it remains a real biggy.

No Hawker. Do you want to post or tell us what it said?