Member Info for Multiplier7

Big seller out.

This is going to go NT over and over again today as smart investors realise how undervalued Renalytix is.

Fully diluted this was 38p only 2 years ago, and its a totally different company now, all major milestones achieved.

Some facts:

✅️ $950 a test reimbursement approved

✅️ 15million patients in the US alone. Only a 2% uptake would give revenues of $300m from the US market

✅️ FDA approved, took 3.5 years.

✅️ Medicare approved

✅️ Partnered with Tempus AI, a $15b American Health Technology company to expand the rollout across the US network of healthcare institutions

✅️ RENX test will be the FIRST test offered in Tempus's portfolio in the chronic kidney disease category across its entire US network of healthcare providers.

✅️ Not R&D company anymore, its full commercialisation

🤯 Dialysis alone in the US costs $90b a year

✅️ Dialysis Per patient costs - $100k+ average per year

✅️ Only FDA approved test in this area, therefore huge barriers to entry

✅️ Chairman - Most important diagnostic test I have ever been involved with in my career

🤯 $100m+ has been invested to get to this stage, inc $35m to get FDA approval. This equates to 25p a share.

✅️ It’s a unique test, 1st FDA approved AI diagnostic test

✅️ Only test globally for end stage renal disease which is FDA approved

✅️ Potential Market - 15 million in US, 7 million in UK, 250 million worldwide, that will need this test 🤯

✅️ Chairman - Fully funded to break even

Buy, switch off, reap the rewards. This test should be mandatory, everyone benefits, patient, insurer, health care system, health care workers.

Always DYOR

Unless its for insane amounts, worst things that can happen to Renx is a cheap takeover. As all the hardworking has been done. Developing the test, FDA approval, Medicare approval, $950 reimbursement approval, Tempus AI deal, its now time to reap the benefits.

Must watch for any investors here. Outlines the huge market, and the importance of this test, its vital for these patients. Rolling out this test would save US Health care potentially billions. And an undeniable benefit to patients.

https://m.youtube.com/watch?v=Mdvnf7qS464

Absolutely no one would be surprised if this was back to 15p+ for starters.

Remember, market is a brilliant mechanism to transfer wealth from impatient to patient. Believe in the fundamentals, ignore the price. Time in the market will always win, no one can ever time the market.

DYOR

Over $100m just to develop this test.

This is equivalent nearly 25p per share on its own.

No wonder it was previously valued at £1+

1st March 2024 - Share price 40p

Around the time of takeover

~124m shares

Approximate market cap - £50m

1st July 2023 - Share price £1.35

~93m shares

Approximate market cap - £125m

This would equate in todays price to 38p.

And since then the company has progressed significantly, all development milestones have been ticked off, FDA approved, Medicare approved, with a major global partner.

Only problem is AIM and LSE in general is dead, little liquidity. Maybe another takeover at such a low valuation.

Whichever way you cut it, pound for pound one of the most undervalued shares.

Https://m.youtube.com/watch?v=Mdvnf7qS464

Just listen to this. Its no wonder Renx test its the only FDA approved test of its kind globally for this area. This test is fundamental in determining whether a patient should receive super expensive dialysis. US insurance companies should be making it mandatory, aswel as the NHS.

Renx are light years ahead compared to most aim pharma, and yet valued at just 25m lol insane.

Market is a brilliant mechanism in transferring wealth from the impatient to the patient.

15p is only a very short term target.

For real investors with patience this could be 100p+

R&D time is over, done, complete, doesnt require much capital now, its time to print money now $$$, Tempus Ai will open those doors.

There's a need and a must here. Do you spend $950 on a test, or potentially wasting $100k per patient per year on dialysis which is not required. Well the answer from every single perspective is easy to answer.

THIS TEST IS A MUST. IT'S A NECESSITY.

All about spreading the word and gaining access to clinicians.

Not even ramping, but Renx could easily 10x if the tests really take off. Market potential is unbelievable. When there's a clear need from all stakeholders, patient, governemnt, insurance companies etc, the test will sell itself.

And this was BEFORE the Tempus deal, which should open the doors wide open to turbo charge the roll out of these tests.

Unbelievable insights, thanks for posting the video.

A quick summary:

Phenomenal growth opportunity with this test

Not R&D company anymore, its full commercialisation

Very very important test

Dialysis alone in the US costs $90b a year

Dialysis Per patient - $100k average per year

Patient healthcare is so much better, they are kept off dialysis, much better quality of life

Saves US healthcare system an absolute fortune

Only FDA approved test in this area

Most important diagnostic test I have ever been involved with in my career

$100m+ has been invested to get to this stage, inc $35m to get FDA approval

It’s a unique test, 1st FDA approved AI diagnostic test

Only test globally for end stage renal disease which is FDA approved

Signing up doctors everyday, signing up patients everyday

A clear trajectory to break even

Market - 15m in US, 7m in UK, 250m worldwide, that will need this test

Showing revenue growth week by week, month by month

Doctors are repeat ordering.

US Government want to control health care costs

Can transform the lives of millions of patients

DYOR

Tempus AI also excited by the Renalytix partnership..

https://www.linkedin.com/posts/chrisscottodivetta_renalytix-announces-collaboration-with-tempus-activity-7373362348096376832-cj2k

Some facts:

✅️ $950 a test reimbursement approved

✅️ 15million patients in the US alone. Only a 2% uptake would give revenues of $300m from the US market

✅️ FDA approved

✅️ Medicare approved

✅️ Partnered with Tempus AI, a $15b American Health Technology company to expand the rollout across the US network of healthcare institutions

✅️ RENX test will be the FIRST test offered in Tempus's portfolio in the chronic kidney disease category across its entire US network of healthcare providers.

DYOR

Polar out, only reason this didn't charge towards 20p, looks like they sold out at any cost.

As i have said before, with low liquidity, it has a disproportionate impact on the price. Works both ways i guess. If an institution started building a stake who knows what levels RENX would go to.

Wonder where RENX will be in a few weeks time once the dust settles. IMO towards or into the 20s. Its just way too cheap.

Share price is same as 6 months back, transformational announcement has barely added anything to the value here.

Will be funny if this closed 15p+ by the end of the week.

Anything possible on AIM. We have seen 10x in just 3 weeks, on hardly any transformational news.

Once polar capital out, we should see a 50%+ day here to catch up. Disconnect to real value is just massive now.

Crazy few hours of work, and over 120 messages 😬

Bashing gang must be on full throttle, totally taken over the board. Over 300 posts, most of them negative. Some of the washers will call out the rampers, the irony 🤦‍♂️

Safe to stay all the weak hands and average well and truly been washed out over the last few days. Sad when this starts going up again, those that have been frightened by the FUD, and selling from Polar, will be kicking themselves.

Will we get another after hours RNS they are fully out?

So make it make sense, totally transformational deal for RENX, culmination of years of work, and practically no value added. Love the UK markets LOL

RENX have had a 20% growth target quarter on quarter, as per the last trading update (see below), they achieved this. Now with the Tempus Ai deal, expecting revenues to have an exponential ice hockey stick rise 🏒.

In one swoop, rather than making individual deals with health care providers, they will tap into Tempus AI entire US network of healthcare institutions - works with more than 65% of academic medical centres in the US, over 7000 physicians have used their products over hundreds of centres.

As per the collaboration, RENX test will be the FIRST test offered in Tempus's portfolio in the chronic kidney disease category.

https://www.investegate.co.uk/announcement/rns/renalytix-reg-s---renx/q3-trading-update/8823347

Hopefully this deal also opens the door globally by showing improved health outcomes for these patients. Globally an estimated 250 million people have kidney disease, staggering market opportunity.

With this transformational news, already FDA and Medicare approved, market opportunity vs market cap, RENX now must be one of the most undervalued companies on AIM.

Polar capital have presented everyone with an unbelievable opportunity. As Zak mir said, 18p will be taken out over the coming sessions. Let's wait and see for the shenanigans to finish. Time in the market always trumps timing the market. Patience.

More than happy to load up here. Less than 1p increase since the Tempus Ai news 😂😂😂

One of the best RNS's on AIM in the last few weeks, totally game changing .

AIM market - Hold my beer, we will increase your market cap by 25%, or from 20m to 25m ROFL. SO FAR!

Hence why AIM is dead. Low liquidity, easily manipulated. Some on no news will go 10x, others on company making news, next to no change.

My real life RSI indicator:

Ramping crew - sell

Bashing crew - time to buy

Bashing crew are desperately trying to spread FUD here.

Currently 95-98% of buyers if not more will be down since the news of Tempus AI partnership! Crazy market, no logic.

Bashing gang is out in force, which must mean they are desperate for sellers, which in turn means buying time...

Surely absolutely nobody is stupid enough to sell down here 🤦‍♂️. This was 15.5p just 2 days ago, and can easily be 15p+ in quick time. RSI must be close to 0 LOL Totally oversold.

100k block buyer. x4 already.

UBS getting back in 😂

I think UBS has to be ignored.

Probs left a bot on and forgot 😂

Done it dozens of times this year.

Also in on 1st Sept and then out on 2nd Sept 😂, less than 24hours later, when the price was static.