Sensyne Health

9th Sep '21 by nixster

2 comments 235 reads

Hi,

I have been an investor in Sensyne Health for the last 6 months and would love to get thoughts on how other members of the stockopedia community are looking at this stock.

Personally I feel the company has credibility to grow and generate profitability going forward.

A summary of bull points that have convinced me about the stock:

The CEO of the company has a 20%+ stake aligning his interest with the companies.
One of the early companies in the space of analyzing Medical Data (unparalleled patient dataset / partnerships with NHS / Sensight....)
Exponential revenue growth to date; and is expected to continue
Undervalued compared to US Peers
Analyst price target 120% above the current price

Also, a recent letter by one of the Hedge Funds (Gatemore) to Sensyne asking it to consider a US Listing very clearly explains the bull points as well. https://www.prnewswire.com/new...

Keen to understand more perspectives on this stock.

Best,

Nixster

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BnB

9th Sep '21

I think the linked open letter puts the bull case very well. But Sensyne remains a speculative (virtually) pre-revenue enterprise. I am a holder - not because of some perceived superiority in the business model, much as I value the business' origins and management . Rather as one of a range of chiefly Nasdaq-quoted plays on AI and data in pharmaceutical development, such as Personalis, Abcellera and Schrodinger. It seems too risky to try to pick a winner. Sensyne is a LOT cheaper than the above but failure would send the shares to zero anyway.

I was encouraged by the steps taken towards commercialisation in this morning's announcement. I continue to hold, but not on the same scale as Microsoft!

marmalade

10th Sep '21

I agree Nixster.

I have held Sensyne for a year now for the same reasons. I can understand the calls for a dual listing on Nasdaq listing when I see how the share price on Aim does (or rather does not) react to the various positives that have been updating the market through the year.

If you look at the companies I follow and indeed have shares in, the Healthcare sector companies are very much aligned with unmet needs and new solutions that may meet this.

Personally, I see value in holding Sensyne, Renalytix, Maxcyte and Angle for their potential and the backing they already have from businesses that use their products.

I was lucky to initiate holdings early on but will continue to hold as their potential is realised over time.

It's always nice to see a post that recognises value in companies I follow too.

I hope this helps. I am not a ramper or newbie but a private investor with many years of experience managing my family's investments.

Marmalade

Sensyne Health

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Nixster

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