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This looks solid at this market cap. Likely revenue could be a few hundred million comfortably with huge profit margins.

This could even be a billion £ company. Test approved, collaboration signed, huge market.

20p seems a good short term target.

Let’s break this down carefully. In collaborations like the one between Renalytix and Tempus AI, the revenue split depends on the commercial agreement, which can include licensing fees, per-test royalties, or joint revenue sharing. While exact contract terms aren’t public, we can reason based on typical models in diagnostics collaborations:

1️⃣ How money flows

Renalytix owns the test (KidneyIntelX.dkd)

They provide the IP, lab processes, and the core analytics for the test.

Usually, the test owner earns a per-test fee or revenue share.

Tempus provides distribution and integration

Tempus has the network, clinical reach, and workflow integration in healthcare systems.

They might take a percentage of revenue for commercialization support.

2️⃣ Typical split scenarios

Model Renalytix Tempus Notes

Per-test royalty 60–70% 30–40% Renalytix gets most of the revenue per test; Tempus earns for facilitating adoption.

Upfront licensing + smaller royalty 50–60% 40–50% If Tempus invested in rolling out infrastructure or marketing.

Joint venture (rare) 50% 50% Usually for longer-term co-development; less likely here.

💡 Insight: Since Renalytix owns the test and Tempus is mainly enabling access to more providers, it’s likely Renalytix will make the majority of the revenue per test, while Tempus earns a smaller cut for its distribution and integration role.

Tempus has a large network of U.S. healthcare institutions.

Let’s assume a conservative adoption scenario:

1,500 tests/month for the first year after integration.

Growth rate of 20% per year as adoption expands.

Step 3: Revenue Calculation

Year 1 (post-collaboration)

𝑅

𝑒

𝑣

𝑒

𝑛

𝑢

𝑒

=

1

,

500

 tests/month

×

12

 months

×

$

3

,

000

/

𝑡

𝑒

𝑠

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=

$

54

,

000

,

000

Revenue=1,500 tests/month×12 months×$3,000/test=$54,000,000

Year 2 (20% growth in volume)

𝑅

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𝑒

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𝑒

=

1

,

800

 tests/month

×

12

×

$

3

,

000

=

$

64

,

800

,

000

Revenue=1,800 tests/month×12×$3,000=$64,800,000

Year 3 (20% growth again)

𝑅

𝑒

𝑣

𝑒

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𝑒

=

2

,

160

 tests/month

×

12

×

$

3

,

000

=

$

77

,

760

,

000

Revenue=2,160 tests/month×12×$3,000=$77,760,000

Step 4: Considerations

These numbers are highly theoretical and assume smooth adoption, consistent reimbursement, and no major regulatory or operational hurdles.

Actual revenue could be lower if test uptake is slower or insurance coverage is limited, but could be higher if Tempus deploys it broadly across multiple healthcare networks.

This shows the significant upside potential if the collaboration scales effectively.

News should filter through later today and tomorrow so maybe a nice rise to 15p here.

. Market Cap vs Order Size

With a market cap of £6–7m, this single contract exceeds the entire company valuation.

If investors regain confidence in Tekmar converting pipeline into profitable revenues, the stock could re-rate materially (e.g., even at an industry P/S of 0.6x on £30m revenue → valuation of ~£18m, 2–3x current levels).

I can't see this going much lower at this valuation.

This should *2/3 in the next few months so a nice rise today is expected.

Once media articles are released during the day we should see this moving towards the 10p range.

That does not make sense. Surely you would allow buying if it was a dump situation as the stock has already more than halved. By blocking the buying that is exactly what they are doing.

It can only be to collect stock in my opinion.

I have been trying to buy for days through IG but unable to buy. Likely they are collecting stock....

Very interesting. Likely this will move big soon.

Tried to buy big but I cannot.

CLOSING DEALS ONLY = Big demand.......?

Jam tomorrow plus trump Tariff. I can see a move down to 5p before this rebounds.

To note 6 months not 12 months so do the maths. Milestones are result driven so not entirely relevant.

Operating loss for the six months ended 31 October 2024 of £10.5 million (six months ended 31 October 2023: £8.1 million).

· Group cash balance at 31 October 2024 was £9.1 million (30 April 2024: £14.8 million).

· Convertible loan note maturity dates extended by two years to second half of 2027.

· In December 2024, the Company raised gross proceeds of £11.3 million through an oversubscribed capital raise with significant participation from both existing and new healthcare specialist investors.

Everything, it impacts the entire pharma sector. I see a drop of 10/20 percent coming, a sell off likely.

Just check BBC main headlines. Not good.

This could tank with Trump tariffs to be announced shortly.

Why did they request the return of territory of Taiwan ?

Does anyone know?

I Bet we will get good news soon after this. Surely they must have thought about it.

Not possible because the share price has dropped from 6p to 0.50p. He achieved nothing at all based on that.

Historically Nick only buys big in placings.

His solutions don't work for holders.

The direction remains the same with the appointment of Michelle but also they are exploring new opportunities.

Was Mark not the one that got in CLX001? A needle in a haystack.

All these BB CEO's think they can run the company from the outside need to give it a rest.

“The Past Does Not Equal the Future Unless You Live There.”