Randy Baron discusses Renalytix $RNLX

Randy Baron, one of the most popular YAVP guests, returns to discuss his investment thesis on Renalytix (RNLX). Randy sees similarities between RNLX and EXAS, which was a controversial stock that has rocketed over the last few years as the company's diagnostic product gained momentum. While not without risk, Randy thinks RNLX could be even bigger if successful as they are attacking the much larger Chronic Kidney Disease (CKD) market, and he discusses all of the signs he sees that the company is about to inflect.Randy's first appearance on Amyris (AMRS): https://www.youtube.com/watch?v=zCKxUHfCoQQ&t=1sChapters0:00 Intro1:20 RNLX overview8:55 Where does RNLX fall into CKD?14:00 Why now is the time for RNLX in CKD20:40 How RNLX can operate even without MICT24:30 More on RNLX and Medicare25:30 When will RNLX get FDA approval?33:40 What if RNLX doesn't get FDA approval?37:30 RNLX's CEO and founder, James McCullough43:40 Why is RNLX so under the radar?46:40 Comping RNLX to Theranos50:00 Randy's closing thoughts