NHS

DrDuken

**Galleri’s competitive advantage is not just sensitivity. In PATHFINDER 2, in an intended-use screening population, Galleri had 99.6% specificity (<0.4% false positives), 60.3% PPV, 69.8% episode sensitivity for the 12 cancers responsible for roughly two-thirds of cancer deaths, and 91.3% cancer-signal-origin accuracy.** **Compare that with Exact Sciences’ Cancerguard: 97.4% specificity (\~2.6% false positives), with performance largely established in case-control studies, and the current test does not identify where the suspected cancer originated. In population screening, 0.4% vs 2.6% false positives is a massive difference — roughly <400 vs 2,600 false positives per 100,000 cancer-free people.** **GRAIL also has a major evidence and regulatory lead: \~36,000 participants in PATHFINDER 2 plus >140,000 in the randomized NHS-Galleri trial, while competitors are still building prospective evidence for future regulatory submissions.**

mtpivovar

They’ve had a 3 year NHS study with 142k participants. They caught 4x more cancers than standard screening (it is complimentary to current screening not a replacement). In year one stage 4 diagnosis fell 9%, year 2 22%, year 3 26%. There is a massive unmet need for better screening and if you compare false positives and positive predictive value, grail stacks up pretty well compared to current tests that screen for cancer in one organ. Less than 1% test positive and over half of those are diagnosed with cancer, sometimes the tests is so early patients get cleared only to find the tumor later. About 1/200 people gets a false positive. Compare that to PSA or mammography. The test doesn’t have to be perfect, it has to be better than what we have while not being too expensive to the healthcare system. That is what the fda will essentially evaluate. Does it work? Is it safe? (It’s a blood draw). Is it too expensive? Approval doesn’t force insurance coverage or Medicare approval. It paves the pathway though. The NHS study did fail to meet the primary endpoint set by the company. The company wanted to demonstrate a reduction in stage in 3 and 4 cancers. There was a rise in stage 3 diagnoses in the initial year while later years showed reduction in diagnoses. The headline is they missed their primary endpoint due to more stage 3 cancers. A nuanced interpretation makes this test look very good but the company got cut in half on that news. I expect the FDA to recommend approval and continued study. To prove stage shift and mortality data takes many years and approval will slow the data to be collected mature. Remember FDA approval is safety, efficacy, not too burdensome cost wise. The test is $1000. That’s really nothing in healthcare. I paid more out of pocket for polyp removal on a screening colonoscopy

SamLeCoyote_Fix_1

100% True!! $Palantir Technologies Inc  Out of UK 🔥 Sky News Reported Arcturis Data, Akrivia Health To Merge In £140M Deal To Gain Ground In NHS Patient Data Battle With Palantir Technologies

Icy_Jelly_315

Um in the UK there's a body which assesses whether drugs are good enough value for the NHS to pay for them

Vast_Two6256

I own 100000 euros, health are free apart from GP visits. My pharmacy degree was free, my masters was paid in full by the NHS. The big problem in Europe isn't immigration. It's CoL and house prices

Acceptable-Two5692

I just looked up the salary of a NHS doctor but that is just criminally low. That's coming from a Dutchie as well. 115k gbp was great maybe 15 years ago.

FuckRedditIsLame

You could be wasting a British Indian doctor's magnificent NHS salary on the stock market now, had you not chased the hotter northern pussy. Shame.

jesus_you_turn_me_on

> The most evil company in existence is making record revenue! Palantir has supplied software and products to law enforcement in Europe, which they praised to the moon, that helped take down Islamist Terror Cells planning to kill civilians NHS in Britain has been able to fulfil far more sick patients with the help of Palantir. Not everything is black and white, whether you like it or not, almost everyone from the military, law enforcement, healthcare sector, supply chain departments in private companies, all have said good things.

Dreamingofren

What sort of NHS partnership? How reliable is this friend?

IDFStrongestSoldier

NHS cultist talking about fairy tales lol

C_umputer

You can work for NHS as a foreigner? I had no idea

fuggerdug

NHS my friend.

Responsible_Lie_1989

With the negative sentiment towards Palantir in the UK, Defence Holdings may yet have the capability to fill that gap should people say a "British company" should hold the contracts Palantir currently has with the NHS and other companies

magicjohnson89

lol it’s literally being used in the real world now (NHS).

hayl4bulb

They already have ties with the US military and health department who have given them hundreds of millions. The military wants their tech for field deployment as burn wounds are common in battle. So even if roll out is slow in hospitals, it may be picked up by government usage. They've also been using the systems already in NHS hospitals so that experience could help in convincing US ones. While the TAM for burn wounds is maybe only $3-4B-ish, the diabetic ulcers they're expanding to work with would add another $10B+, plus any future areas they explore. $80M mcap right now so there's a lotta upside. Idk what to predict for share price though.

Reality-Umbulical

So as I understand it this was a private pitch and themagor just booked it. UK gov has agreement with palantshire to sell NHS data of citizens so Also during COVID palntir bought UK COVID patient data for £1 so

eoiioe

People shorting Palantir about to be refused NHS services in the uk lol

Chill_Roller

The NHS has probably the largest ‘single’ medical dataset in the western world. It’s not hard to see why a company would want access to that, and insist on having an obscene amount of the government contract (paid for with public) blocked out so the public can’t see it. Palantir are literally getting paid for access to something they want.

manwithouttaplan

That isn't the reason it hasn't been done before. It hasn't been done because its fucking hard and previous attempts have failed. Look up the NHS National Programme.

Strangedreamest

Looks like it’s time to request all my inq NHS data to be erased in accordance with the GDPR

mostar8

Louis Mosley is the Executive Vice Chair and head of Palantir Technologies UK, credited with expanding the US data firm's footprint across the NHS, defence, and policing sectors. A former finance professional with a background in Tory politics, he joined Palantir in 2016. He is the grandson of 1930s British fascist leader Oswald Mosley.

bickusdickus69allday

>while the NHS and Palantir say strict controls and oversight remain in place https://preview.redd.it/vmt2mjeacn0h1.jpeg?width=1162&format=pjpg&auto=webp&s=c225c57f60440671fd68812a61cfe9a9b1b78715

No_Edge_7964

He can access the NHS but he will NEVER have access to Deez

-mini-kuma

Hi! NHS Dr here. I think this is a good idea. Current system has really poor analytics. lots of tests get done and very little of it gets reviewed. e.g. a simple trip to A&E and set of standard bloods include about 30 individual tests done in batch. Nobody checks the intricate ratios or long term trends. There's a lot of potential for missed diagnosis or early prevention. I only have 5 shares of PLTR.

International-Owl114

exactly the framework i've been using. the technical differentiation argument is basically dead for consumer health apps at this point. the pharmacy licence angle is interesting because it's not just a moat, it's a revenue floor. NHS dispensing fees aren't glamorous but they're contracted, recurring, and they don't disappear when a competitor ships a better UI. that's a completely different risk profile to subscription app revenue. the clinical data piece is probably the most underappreciated part. MHRA governed datasets with longitudinal patient records are years of accumulation that can't be replicated with a weekend build regardless of how good the model underneath is. that's where the real AI training advantage sits longer term if any of these names can actually execute on it.

National_Way4589

the app layer is basically table stakes at this point anyone can vibe code a wellness coach in a weekend. the names worth looking at are the ones where the moat is regulatory not technical so pharmacy licences NHS dispensing contracts and clinical data that took years to accumulate under MHRA governance. pure SaaS multiples on health tech without that infrastructure underneath feels like pricing in assumptions that won't hold as the app layer keeps commoditising.

Bronze_Rager

They are definitely part of UK's NHS though. NHS was pretty close to being insolvent without the help of palantir.

mustachechap

Just trying to make NHS great again

Phenomenomix

Pretty much. If Burry is right, and there’s no reason to believe he isn’t, then expect governments to suddenly invest large in certain tech companies or be signing large value contracts with them (I.e. the NHS and Palantir in the UK) soon.  They’ll do everything they can to head off or lessen the impact of a crash or a bubble bursting

No_Air8719

Exactly the kind of people we want to run the UK NHS … not!

HoneyBadger552

UK is walking back their Big PLTR use for their NHS so pltr execs are getting nervous

Biker_NY

Fantastic /s. With the money given to Israel you could literally provide full health coverage for 20% of the US population (similar to the UK’s NHS). Conversely, this money is ultimately being used to put civilians in the ground.

adebyrne

UK NHS just announced wegovy approval but share price still going down. I see the stuff about reduced margin but they seem successful and not reflected in value

Daymjoo

>Greater military spending over the past few decades might have deterred Russia from invading Ukraine, something which economically would have been beneficial. Might have. But what it's more likely to have done is it would've caused Russia to invade Ukraine even sooner. According to Merkel and Hollande, what caused Russia NOT to invade Ukraine was preventing its accesion to NATO at the 2008 summit in Bucharest. But we're getting way, way off topic here. The likelihood of something happening is not a different discussion from the mathematical calculation of whether that thing is worth it. It's an intrinsic part of it. Not to mention that the statement that 'Russia not invading Ukraine would have been economically beneficial to us' is... a complicated statement, to say the least. It's only economically detrimental to us because we're making it that way. If we started throwing hundreds of billions at Iran to help against a US invasion that would be economically detrimental too, but that's not a good argument for attempting to build military deterrence against the US. >And if the NHS gets a pass because of keeping people productive, what about the 85 year old granny who had a stroke? Her productive days are well behind her. My argument was never that 'all political decisions are about min-maxing productivity', it was about the fact that 'European armament' is virtually unrelated to 'European energy security'. If anything, making guns costs energy and resources, and is thus detrimental to EU energy security.

purplewarrior777

Keeping the country from being invaded seems to tick the same “keep people healthy so they can produce” box. Now you might not think that’s not very likely, but that’s a different argument. Greater military spending over the past few decades might have deterred Russia from invading Ukraine, something which economically would have been beneficial. And if the NHS gets a pass because of keeping people productive, what about the 85 year old granny who had a stroke? Her productive days are well behind her. Not really sure why you brought your degree up. Means fuck all. While mine is in a different field, 3 of my best mates at uni studied the same. Think only 2 did it to masters though. They all have a very different view from you.

Daymjoo

It's funny because I'm a BA/MSc in development and IR. NHS benefits the growth of our economies directly. It keeps people healthy so they can produce. And our armed forces are only relevant insofar they are absolutely mandatory. And only insofar as we can afford them, which is not clear as of this moment.

purplewarrior777

That’s one of the stupidest things I’ve heard 😂 extend your argument to its logical conclusion and we’d scrap our armed altogether. NHS can go as well

GandalfTheSexay

Nah, I’m not going to bend to losers like you who would protest cars in favor of keeping covered wagons. Speaking of hospitals, are you aware how much more efficient Palantir made the NHS in the UK? Educate yourself

Boheed

According to England's NHS, Palantir software is just "not very good"

Marshmallowmind2

Have you considered becoming a uk resident, find a job here, buy a house and use the NHS which is free for all healthcare?

PartialDischage

His excuse for not investing is that he doesn't need to invest for retirement. In the US, the vast majority of people will get insurance through their work. And having to pay for Medicare Part D is means tested. People who are poor get assistance. So no, if you are super destitute, Medicare covers your drugs too. And unlike the NHS, people on Medicare can actually get a doctor's appointment without waiting 6 months.

PartialDischage

Medicare is better than NHS for retirees. The US has unemployment benefits. Idk what the fuck you mean by living wage, but the US has far higher median wages than the UK. Sick pay doesn't matter at all for retired people. Top culture is also unrelated to retirement. Nice cope bro.

razikp

NHS, unemployment benefits, living wage, sick pay, no tip culture to name just a few. The US has nothing compared UK. Lets be real all they have is their delusional "dream" which only applied to the 0.1%.

nemodigital

Fair point but like a true regard using Gemini Pro to go through their results, they did achieve cancer detection for certain cancers and at certain stages. Again not enough for NHS coverage but is it really DOA?

callsonreddit

> Top-line NHS-Galleri results from the >142,000‑participant randomized trial did not meet the primary stage‑shift endpoint, but management highlighted a fourfold increase in overall cancer detection versus standard care, reductions in Stage IV cancer with sequential screening (">20%" in rounds 2–3), and no serious safety concerns. Summary: Stock dropped because it didn’t prove it reduced late stage cancer

External_Anteater730

Their business case is collapsing. Their cancer blood test (reminiscent of Theranos) did not pass the Stage 3/4 phases of the NHS trial, and they burn cash almost as badly as OpenAI. Anecdotally, their tests aren't even that accurate. A colleague had to send back 3 tests because they were misdiagnosing his leukemia

Hobojoe-

It's like telling people to get rid of microsoft office. good luck with that. Palantir is not a MAGA business, it keep getting contracts under the Biden administration. People can talk shit all they want about Palantir and how Peter Thiel is evil. When elected officials are faced with the reality that the product works, there is nothing they can do about it. NHS in UKis a good example.

Kancho_Ninja

I honestly can’t tell if you’re talking about America or NHS 🤣

Agitated-Actuary-195

Here the list of just some of them…. All lies • “£350 million a week for the NHS” • “Turkey is about to join the EU / 76 million Turks could come to the UK” • “The EU is forcing Britain into an EU army” • “The EU makes 60–80% of UK laws” • “We send £350m a week and get nothing back” • “Brexit will let us redirect all EU payments to public services immediately” • “The UK has no control over EU immigration” • “EU membership bans Britain from striking its own trade deals” (presented without transition/complexity caveats) • “Brussels bans bendy bananas / straight cucumbers” • “Brexit will trigger an immediate recession” • “500,000 jobs will be lost immediately after a Leave vote” • “Every household will be £4,300 worse off” (presented as a guaranteed bill) • “House prices will crash 10–18% straight after a Leave vote” • “World War III” implications from leaving the EU • “The NHS will collapse if we leave the EU” • “Leaving the EU means we leave Europe” • “Brexit will automatically stop all EU migrants from coming” • “The EU is about to abolish the UK veto in key areas affecting sovereignty”

the__storm

DHS, not NHS - we'd never let them damn commies give us healthcare.

tootoohi1

It was a partial shutdown, Dems intentionally made it set up so everything else would be funded except for ICE and the NHS.

VanillaSkyBanana

So you're not happy that the NHS is becoming better and more effective, saving more lives? Got it.

Appropriate-Talk4266

I mean, it's not like they have access to the NHS data at least. They simply provide the software

SmashedWorm64

Not touching them with a 10ft barge poll. They have a contract with the NHS I’m not happy about as a taxpayer.

alemorg

In my previous comment above I said the UK is not a good example. NHS has a bunch of problems and the conservatives don’t want to increase funding. A properly funded health system should function as good as a public one. But I believe the stories you share

alemorg

I wouldn’t call private industry efficient…considering administrative costs make a bulk of health care spending across the board. The only reason friends and family go with private insurance in Western Europe is because their job offers it or because they can afford to pay more. The only difference is you get quicker appointments and private clinics/hospitals are nicer. The difference in healthspans between those who are private versus socially insured are marginal. The NHS is underfunded as most socialized health systems but they aren’t the best example. Germany or Scandinavian countries public health systems are solid. Same care you just have to wait longer. What’s dogshit about VA healthcare other than lengthy wait times which can be solved with hiring more providers?

MoneyForRent

Depending on what you mean by downfall, I don't think an extreme apocalyptic collapse is realistic, but I also don't think 100% US equities is a sure thing over the next 20 years compared to the rest of the planet. Even if administrations change, the reputation of the US has been dealt a huge blow. Cuts to programs and demolishing institutions such as the DOE and NHS will take some years until the effects ripple through to the economy. I think it's fair to say the economic output from the US is likely to be less than what it would have been, and the economy is at risk due to isolationist policies. Sure, the US might learn from this and do a complete 180 but trust is gained in inches and lost by miles.

Phortoes

No idea. But I know: - fishing industry is suffering. Job losses, closures, paperwork, export delays - NHS isn't getting the promised £350m a day. No one has been brought to account. They claim we haven't had a proper Brexit ... whatever that means. - lots of small businesses stopped trading outside the UK cos of tax/duty etc On the good side though: - we got 30% discount so only had to pay £570m to rejoin Erasmus for one year though it came with the EU. So UK students make sure you use it well in 2027/28 as it may not be renewed. - passports are now cool blue.

Mason_Caorunn

SES Ai - Very cool battery AI tech now moving to scale. Seems to have been missed by most people. Spectral AI - amazing biotech re treating burns - FDA approval this year - already selling to NHS.

msaleem

Aspirin causes you to cough up blood or have blood in your pee, poo or vomit (per NHS).  As long as we’re taking about things that can happen one in a million. 

Kindly-Artichoke6569

UnitedHealth’s move to shed Optum UK is a calculated de-risking strategy. It mirrors the post-2008 era when conglomerates purged non-core European units to fortify domestic moats. TPG is betting on the long-term necessity of NHS digitisation. Which makes sense. Private equity thrives where public infrastructure lags. It’s a strategic response to mounting regulatory pressure.

Pernicious-Peach

He'll have the best Healthcare the NHS can afford and wont have to be scared of medical bankruptcy bc of it

Salty-Bid1597

Yep, the US reneged already because the NHS exists and treats liberals occasionally.

Lo_jak

Thanks for the explainer, and I dont think i will ever truly understand the US health care system, it only seems designed to bleed people of their money. Its one of the reasons we would fight so hard to keep the NHS in the UK, we're well aware it isnt perfect and has plenty of faults. We pay a sum of money out of our pay packets each month and that goes towards the running of the services.

Heavy_Drummer1930

You are spot on with this. I believe the U.K. NICE announcement is due tomorrow (9th Dec) or thereabouts. If it gets NICE approval then the U.K. NHS has several centres waiting to deliver within 30 days, so 2026 revenue will ramp up. It should also positively impact likely of Swiss and Australian approvals.

Dramatic-Panda8012

bullshit numbers, we cant even access NHS in UK because there are too many people who use it and dont pay 🙃

gagagagaNope

Yep. Co-pay is the way. Embed personal responsibility. For UK socialists, it's the only area where they don't claim the EU is miles better than the UK. Much of europe has immeasurably better outcomes, often at much lower cost. For them the only two healthcare models are the NHS or an uninsured person in the USA.

gagagagaNope

In purely medical costs, the UK number will be far from zero. Not all healthcare is 'free'. In addition, we have thousands who go bankrupt because the NHS is dire in many circumstances - terrible quality of service, poor outcomes, years-long waiting lists. Those waiting lists alone are worse than the US situation because most people are unable to access alternatives. Treatment delayed for 2 years is no different to no treatment during thaat period, and you often have zero idea of when it may arrive. The thing he doesn't realise, is when you make something 'free', the demand becomes infinite.

Left-Associate3911

No Bernie, you are wrong. In the UK an individual might not go bankrupt but the NHS is a key reason why the nation is. And the radical left won’t admit it nor will they allow a sensible dialogue around reforming the NHS.

Tammer_Stern

The coincidence is the American drug companies are threatening to pull out of the UK unless the NHS pays more. I don’t know if there’s more to it but you can google that if you like.

burner4lyf25

Mate you have enough money to seek A+ tier, bottom of top level financial advice. For how much guidance you need, you could have a 2 hour sit down with a gold (not platinum) level financial advisor for fractions of what it would be worth to you in terms of the rest of your life. Take a long long long holiday and then seek proper, chartered advice would be My advice as an absolute financial layman but expert in handling life. I say “expert” but caveat is Im not an older guy, however I’ve seen every aspect of the spectrum except the really Shadowy elite. Grandad from GUTTERS to multi-millionaire, lifelong NHS mother, successful millionaire but vile and abusive father. Grammar school, state school and specialised school education (i did the rounds during school haha), can hold - and have had fruitful - conversations with billionaires, life long benefits claimants, wealthy drug dealers and wealthy stock brokers. My cousin works for JPM, Ive a friend in jail, another sectioned. My only male role model is in construction, and another in tech. We’re lower-middle class, but Ive been friends with lads whose parents are heroin addicts and others who have helicopter pads and mile long driveways with water features. Youre in pole position for a life beyond the wildest dreams of most people i know, but well within reach and realistic from another perspective. DO NOT RISK IT FOR MORE!!!!!!

Left-Associate3911

Half true. The private sector does not operate say A+E services. And your private health care provider will usually push you to use the NHS for diagnostic treatment first (which can be the expensive). When the NHS has determined what’s wrong and proposed a fix, you can revert back to your private health provider (with the NHS reports) and have your procedure done by the private provider. Private healthcare in the UK is not the same as in say, the USA or other parts of the world.

mondeomantotherescue

Just get an NHS. Simples

topgeezr

There are private doctors and hospitals in the UK as well. The private health care sector is not banned, nor has it dissappeared due to the presence of the NHS. In the UK you have a choice.

EdenSilver113

Conservatives in the UK have spent since some point around 2010 gutting the NHS. If you say a program is trash you still need to follow the money to see why it’s trash.

languid_flower

Where do you guys come up with this stuff, and then just congratulate each other endlessly over "fun facts" completely divorced from reality. It's funny that it's mostly Americans who have never traveled abroad. I've spent a good portion of my life abroad including in Europe, especially over the past couple of years. It's just bizarre complaining about US taxes in comparison to Europe. Also, incidently, I spent the day with a Brit yesterday traveling in China who was complaining about the absolute sh\*t NHS is in the UK and how people wait forever for subpar care. I really don't want to put in the effort to type a response to you (or to continue a conversation for that matter because I know it won't go anywhere), but here's an AI fact check for you "Fun fact #3":: Overall U.S. taxes are lower than most rich countries, and even residents of the highest‑tax U.S. states face a total burden that is still well below most Western European countries when measured as a share of GDP or income. ​ U.S. vs world The U.S. collected about 25–28% of GDP in total taxes in recent years, ranking around 31st–32nd out of 38 OECD countries and below the OECD average of roughly 34%–34%. ​ In 2023, the OECD average tax-to-GDP ratio was 33.9%; France was 43.8% and Denmark 43.4%, while the United States was 25.2%. ​ Conclusion: Federal plus state and local taxes combined are lower in the U.S. than in most OECD countries; therefore the claim that “Federal taxation in the US is higher than many parts of the world” is inaccurate in aggregate terms. ​ Composition nuance The U.S. relies more on personal and corporate income taxes and less on consumption taxes than most OECD peers, which can make some headline rates look high even though the overall tax take is low. ​ In 2021, taxes on income and profits were 48% of U.S. revenue vs 34% OECD average, while goods and services taxes were 17% in the U.S. vs 28% OECD average. ​ High‑tax U.S. states Estimates of “tax burden” (state and local taxes as a share of personal income) put the highest states around 10–12% of income (e.g., New York \~12%, Hawaii \~11–12%, Vermont \~11%). ​ These state burdens are not directly comparable to national tax-to-GDP ratios, but even adding them to federal taxes still leaves typical total U.S. burdens below most Western European countries’ 35–45% of GDP. ​ Bottom line on the claim “Federal taxation in the US is higher than many parts of the world”: False when comparing total tax levels; the U.S. is below most OECD countries on overall tax burden. ​ “Total taxation in some states is higher than most European countries”: False; top state burdens near \~10–12% of income are far below national European totals near 35–45% of GDP.

FeistyButthole

Right, that’s what MCED like Galleri have shown. The PATHFINDER Galleri shows “you can find it early”. The SYMPLYFY NHS Galleri shows “and the signal actually means cancer.” The RTC NHS Galleri trial will show indisputably if it improves the standard of care with the desired results. It’s meant for the 50-70 crowd.

Apprehensive_End8318

We know it, just saying you don't know what you're talking about. NI is a contribution towards NHS. Vehicle excise duty is not necessarily only going on roads and we know it. At least we don't stop paying government workers when you lot can't get your shit together eh.

Left-Associate3911

Yes that’s mostly down to how the UK Govt. taxes fuel - got to pay for unlimited welfare and ‘free’ NHS🤷‍♂️

Anteater_Able

Guess we should trust these two random redditors over companies and entities that partnered with Palantir such as... *checks notes* Amazon Web Services. Nvidia. Microsoft Azure. Oracle. Databricks. Snowflake. Booz Allen Hamilton. GDIT. Northrop Grumman. NHS England. BMW. Airbus. CVS. Ferrari. Oh, and Department of Defense Impact Level 6 (IL6) Provisional Authorization (PA). If only they'd all listened to boboshoes and coolelel they could've avoided the smoke and mirrors and been much better off, folks!

dukesb89

That is exactly what it is. The only difference is that they are so ingrained in defense that the product has evolved around that industry, with specialist analytics, predictive models etc, as well as privacy & compliance needed for highly sensitive data. No private sector company leaders or engineers with any kind of skill would consider Palantir when you can get basically the same thing from Databricks and others. If only makes sense if you are defense / government or have weak engineering capability that you need their consultants to do it all for you - see the UK NHS Federated Data Platform for example.

Leroy--Brown

Some partnerships with palantirs AIP and foundry have resulted in both increased revenue and operational cost savings. Notes below: Sompo Holdings, Inc.: This Japanese insurance group reported a $60 million improvement in profit over three years and projects an additional $100 million in the following three years using Palantir's technology. American Airlines: The airline has used Palantir's Foundry software for route optimization, resulting in tens of millions of dollars in realized efficiencies. General Mills: Using Palantir, the company is saving approximately $40,000 per day, which equates to about $14 million annually, by implementing the AI only within a portion of its network. Fujitsu: The technology company achieved an annual cost reduction of $9 million within just three months by combining Palantir Foundry with its own machine learning AI. CAZ Investments: By implementing AIP, this firm was able to process 100 times more leads with the same number of resources, reducing lead processing time by over 90%. United Airlines: The company saved millions of dollars in cost avoidance by using Palantir's Chime solution to avoid nearly 300 delays and 20 cancellations. Initial analyses from NHS England suggest the Federated Data Platform (FDP), powered by Palantir software, will yield approximately £780 million in benefits over seven years, which includes cost savings and other efficiencies. This is equivalent to a return of five times the program's initial cost. 

AndreLeGeant88

Sure it's cheaper, but ColoAlert is also inferior to Cologuard despite being newer. But the individual test cost isn't really that important. We are talking single payor systems or variations thereof. A stool based CRC test checks for one cancer the prevalence of which is not as high in Europe as in the US. The demand really isn't there. MCEDs will be deployed across whole patient populations and be able to check for many cancers at once. Any cancer except brain cancer is potentially detectable. Even if costs per test might be high, there are substantial cost savings from catching many cancers sooner, as well as happier constituents. This is why the NHS is desperate to support MCEDs and why Mainz is trading under $2.00 and why Cologuard hasn't expanded to Europe. 

AndreLeGeant88

To some degree I can. Exact has commercialized a multi-cancer early detection test using blood biopsy. Grail just announced the results of its prospective study for its MCED test. They are already running trials with the UK NHS. Europe is planning to adopt MCED early even if the false positive rate is a bit high. That puts downward pressure on stool based tests and other cancer detection products. MCED is more convenient, easier to roll out, and easier to incorporate into standard of care. Moreover, on the colorectal cancer side, there's limited European demand for anything better than FIT, hence why Exact isn't there. Mainz could fill that hole but for the fact that, as noted, the European preference is to jump right to MCED even if there's a 0.5% chance every test results in a false positive and an unnecessary PET CT. 

Green-Ad5007

I burned out with alcoholism and a number of other mental health issues. I eventually resigned from my job and I don't think I'm employable now. I am continually fatigued and I use my energy to focus on wellbeing, self-care and addiction recovery. For me, investing is simply managing a pot of money which forms part of my net worth, together with an apartment, a few other assets (including some gold coins yay!) and a modest private pension with a partial NHS pension. I have a few global ETFs mainly. The idea is that this gives better returns than a simple cash savings account. FWIW, since I resigned almost 2 years ago and stopped receiving a salary my net worth has increased by 8% despite spending around £40K on living expenses. I avoid crypto except a small holding of Strategy (a company that holds Bitcoin and reflects the price somewhat) in my SIPP private pension. This has more than doubled in value and I'll keep it for now, because it's interesting.

hayl4bulb

+ they're already operating in some NHS centres

hayl4bulb

I mean it's possible, but if they get early approval like it seems they could, they have enough cash to last until then. They're already selling to the NHS and the private US market would increase this market significantly, not to mention the other devices they're working on. A takeover is also possible which would likely be at a much higher price than current.

AbsoluteMadManPyscho

I believe it will be Yoti which is already used by NHS/Royal Mail but is a private holding

Recent_Impress_3618

Lots, Tesla, in my naivety sold when Musk said the share price was too expensive leading to a split. Palantir, sold when publicity was ramping re their role in Palestine negativity re NHS contract. Bought a heap of oil stocks during COVID lows and got impatient selling them all before the rotation. I have done extremely well from SOFI and I’m now battling the urge to take my gains.

Recent_Register_2952

Pakistani doctor in the NHS leaves in the middle of surgery to have sex with a nurse😂😂😂😂😂😂😂😂😂

superbikelifer

Please short it so you can add some liquidity to the pumps. A company like this has never existed and people are front running it as their results are incredible. You saying nobody understands is ridiculous. I understand and many companies get it too. Talking about masturbation... If you spent a couple hours watching what their clients are saying about their capabilities after onboarding and seeing 90% growth in us commerical rev instead of sitting in Mom's basement chocking the chicken maybe you would have bought a couple years ago too! Short it I dare you :) Airbus, nasa, American airlines, bp, us military, NATO, NHS, police, LEAR list goes on and on. But yea those mega corps are self indulging haha

SilentUntilBoom

🚨 Director just scooped 21,000 shares of Blink — while retail is running away 🚨 Everyone’s crying about Blink being -32% YTD, “cash burn,” “sell signal,” blah blah blah. Analysts are stamping Neutral on it like robots. But here’s what 99% are missing 👇 1️⃣ Insiders don’t buy dead money. Director Jack Levine just dropped $21,420 of his own cash on 21,000 shares. No options. No freebies. Pure stock. That’s not a trade, that’s conviction. He knows something retail doesn’t. 2️⃣ The timing screams bottoming signal. Market cap is barely $106M — Wall Street is treating Blink like it’s already dead. But insiders don’t load up in the coffin unless they believe the patient’s about to walk. 3️⃣ The chess moves are already on the board. Crypto payments across Blink’s network by 2025 = EV drivers + crypto = sticky ecosystem 🔑 NHS UK deal = government-backed credibility in Europe 🇬🇧 Nexxtlab partnership = smarter fleet management = recurring revenue 💡 Envoy obligation wiped = balance sheet cleanup ✅ 4️⃣ Retail is blind to the optionality. Yes, Blink burns cash. So did Amazon in 2000. So did Tesla in 2012. So did Netflix in 2008. The market prices them for death right before they flip the script. Today the stock is red. Analysts say “Neutral.” But insiders? They’re buying. 👉 Are you gonna sit on the sidelines again while the people closest to the company stack shares? Or are you going to act before the re-rate slaps retail in the face? Not financial advice, but when directors buy while retail sells… the writing’s on the wall. 📈 Ownership - ‪‪104.71 M‬‬ Free Float shares - ‪‪94.06 M‬‬ (89.83%) Closely held shares - 10.65 M‬‬ (10.17%) Retail let's own 65% Let's Go Hard on this one

SilentUntilBoom

🚨 Director just scooped 21,000 shares of Blink — while retail is running away 🚨 Everyone’s crying about Blink being -32% YTD, “cash burn,” “sell signal,” blah blah blah. Analysts are stamping Neutral on it like robots. But here’s what 99% are missing 👇 1️⃣ Insiders don’t buy dead money. Director Jack Levine just dropped $21,420 of his own cash on 21,000 shares. No options. No freebies. Pure stock. That’s not a trade, that’s conviction. He knows something retail doesn’t. 2️⃣ The timing screams bottoming signal. Market cap is barely $106M — Wall Street is treating Blink like it’s already dead. But insiders don’t load up in the coffin unless they believe the patient’s about to walk. 3️⃣ The chess moves are already on the board. Crypto payments across Blink’s network by 2025 = EV drivers + crypto = sticky ecosystem 🔑 NHS UK deal = government-backed credibility in Europe 🇬🇧 Nexxtlab partnership = smarter fleet management = recurring revenue 💡 Envoy obligation wiped = balance sheet cleanup ✅ 4️⃣ Retail is blind to the optionality. Yes, Blink burns cash. So did Amazon in 2000. So did Tesla in 2012. So did Netflix in 2008. The market prices them for death right before they flip the script. Today the stock is red. Analysts say “Neutral.” But insiders? They’re buying. 👉 Are you gonna sit on the sidelines again while the people closest to the company stack shares? Or are you going to act before the re-rate slaps retail in the face? Not financial advice, but when directors buy while retail sells… the writing’s on the wall. 📈 Ownership - ‪‪104.71 M‬‬ Free Float shares - ‪‪94.06 M‬‬ (89.83%) Closely held shares - 10.65 M‬‬ (10.17%) Retail let's own 65% Let's Go Hard on this one

SilentUntilBoom

🚨 Director just scooped 21,000 shares of Blink — while retail is running away 🚨 Everyone’s crying about Blink being -32% YTD, “cash burn,” “sell signal,” blah blah blah. Analysts are stamping Neutral on it like robots. But here’s what 99% are missing 👇 1️⃣ Insiders don’t buy dead money. Director Jack Levine just dropped $21,420 of his own cash on 21,000 shares. No options. No freebies. Pure stock. That’s not a trade, that’s conviction. He knows something retail doesn’t. 2️⃣ The timing screams bottoming signal. Market cap is barely $106M — Wall Street is treating Blink like it’s already dead. But insiders don’t load up in the coffin unless they believe the patient’s about to walk. 3️⃣ The chess moves are already on the board. Crypto payments across Blink’s network by 2025 = EV drivers + crypto = sticky ecosystem 🔑 NHS UK deal = government-backed credibility in Europe 🇬🇧 Nexxtlab partnership = smarter fleet management = recurring revenue 💡 Envoy obligation wiped = balance sheet cleanup ✅ 4️⃣ Retail is blind to the optionality. Yes, Blink burns cash. So did Amazon in 2000. So did Tesla in 2012. So did Netflix in 2008. The market prices them for death right before they flip the script. Today the stock is red. Analysts say “Neutral.” But insiders? They’re buying. 👉 Are you gonna sit on the sidelines again while the people closest to the company stack shares? Or are you going to act before the re-rate slaps retail in the face? Not financial advice, but when directors buy while retail sells… the writing’s on the wall. 📈 Ownership - ‪‪104.71 M‬‬ Free Float shares - ‪‪94.06 M‬‬ (89.83%) Closely held shares - 10.65 M‬‬ (10.17%) Retail let's own 65% Let's Go Hard on this one

xsx3482

Yeah, they would need to get pricing similar to US because of MNF clauses. Ultimately, I think NICE and NHS will give in to support a local company

Standard-Midnight957

Autolus is now in negotiation with NICE and NHS England to reach a final agreement that could allow eligible patients to access the treatment

Far_wide

No, you're right, was exactly what it said on the tin. That's why we're all so much richer and have that extra money for the NHS that we've saved. Not to mention the wide range of other benefits promised which have all totally materialised.

etaylormcp

Shkreli's expertise was hedge funds. He has a business degree and wouldn't understand the summary of an NHS pre pub if it landed on him. Thanks, I will look up Biotenics but Shkreli is a useless fraud. And I have been in the industry since before he was born so I have a little background from which to draw on.

glisteningoxygen

PANW giving me heart problems. Calls on NHS

SlfImpr

LLY ===> NVO [https://www.cnn.com/2025/08/15/business/eli-lilly-mounjaro-price-rises-uk](https://www.cnn.com/2025/08/15/business/eli-lilly-mounjaro-price-rises-uk) >Eli Lilly will significantly increase the price of its weight-loss drug Mounjaro in the United Kingdom in a bid to bring down prices in the United States after weeks of pressure from the Trump administration. >Eli Lilly [(LLY)](https://www.cnn.com/markets/stocks/LLY) confirmed that prices for Mounjaro accessed through the NHS, the UK’s public health service, would remain unchanged. Private suppliers will be able to negotiate with Eli Lilly in an attempt to gain discounts. >Following Eli Lilly’s announcement, Juniper, a private weight-loss clinic in the UK, [published a blog](https://www.myjuniper.co.uk/articles/mounjaro-price-increase-uk) offering Mounjaro patients **a pathway to switch to Wegovy**, a competing weight-loss jab manufactured by Danish group Novo Nordisk [(NVO)](https://www.cnn.com/markets/stocks/NVO).