Member Info for uxm484

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Director Number of Ordinary Shares Percentage of Issued Share Capital*

Christopher Mills 14,561,345 4.4%

Renalytix Investors

Based on the market cap that is about 1 million pounds. Large sum if that is correct.

Standard for some of these larger institutions to sell once they buy into a placing. Look at Aptamer a large institution was selling at 0.30 after a 0.20 placing and it went to 1.50p within a few months.

The valuation is far too low with huge potential so this will very likely rerate massively.

Still only 22 million market cap. Easy doubler imo for now. Longer term 50p plus.

I can see this end above 8p today then 12-15p by Friday.

US buyers will likely take some as well.

Buy when others are fearful.

Not much downside here. Surely this will build back to 15p and above.

I have added a few this morning.

10 months estimate on chatgtp.

Should be far higher by then and the key was to reduce cost massively. at 15/20p and with strong fundamentals maybe 10% discount or alterantive funding if required.

That is not an issue at the moment imo. Plenty of good news to come.

Treeshake but normally bounces. Fundamentals are very strong.

Strategic Developments

Renalytix has entered into a collaboration agreement with Tempus AI Inc. to accelerate the adoption of its KidneyIntelX.dkd test, aiming to expand its reach within the U.S. healthcare system

Research Tree

. This partnership could potentially enhance the company's revenue streams and market presence.

Valuation Perspective

Despite its strategic initiatives, Renalytix's current market cap appears undervalued relative to its sector peers. For instance, companies like Anaplan have market caps in the billions, highlighting the disparity

Companies Market Cap

. However, it's important to note that Renalytix is still in the early stages of commercializing its products and has yet to achieve profitability.

Best bargain this decade imo close to 20 million market cap where revenue could be 300/400 million a year.

Unlikely anyone sells at these levels so a nice buy to double digits.

Maybe a 0.5-1p dip then it will likely bounce.

Will wait then jump in as so cheap has to bounce.

Great award winning research.

We should rise nicely after this. A bit of overhang from last year's placing.

It’s not explicitly confirmed whether this "second tranche of the placing" is part of the same 2024 raising, or whether there has been a newer placing in 2025 that has not yet been fully detailed. The wording suggests the placing is concluded (because it’s “final disclosure”), but the specifics are missing.

Back to 15p tomorrow. Gl all.

Potential revenue is huge like it could reach 200/300 million a year comfortably. Therefore highly likely we see a takeover in the next 12 months with the test already approved.

Yes, likely take over here given they are in a partnership with such a big giant and a low market cap. I would say highly likely.

Hopefully US buyers will shortly be loading up and taking this back up.

REALISTICALLY we are looking at about 150 million revenue per year imo based on research.

You’re right — 1,500 tests/month is a very conservative assumption, especially once Renalytix integrates with Tempus’ network and other healthcare partners. Let’s reason through this more realistically.

1️⃣ Market Potential

Chronic kidney disease (CKD) in the U.S.): ~37 million people.

Target segment for KidneyIntelX.dkd: Type 2 diabetes patients with CKD stages 1–3b. Roughly 5–7 million patients.

Doctors ordering tests: If even 1% of that population gets tested annually, that’s 50,000–70,000 tests per year, or ~4,000–6,000 tests/month.

2️⃣ Revised Monthly Test Scenarios

Scenario Monthly Tests Annual Revenue (@$3,000/test)

Conservative 1,500 $54M

Realistic 4,000 $144M

Aggressive 6,000 $216M

3️⃣ Implications

Even with conservative adoption (1,500 tests/month), revenue is ~$54M/year.

With more aggressive adoption, which is plausible given Tempus’ reach and multiple partnerships, revenue could realistically exceed $150M/year within a few years.

This aligns better with the potential market size and the number of patients who could benefit from the test.