Deltex Medical Share Discussion Threads

[mrc2u] 29/12/2016 18:33

What a surprise. No answers just opinions, mostly that you know best. Have a happy and hopefully very long holiday in Trollville by the sea

[gavapentin] 29/12/2016 16:10

I am afraid I am not going to get embroiled in the same debates.

Nothing is corrupt. Your words, never mine.
It is a useful bit of kit. It is a clever bit of kit. It can help in management of sick patients in the perioperative period.
Some of the authors associated with the original NICE guideline had previous connections with the company....do you own research. Hence why some others felt it was vulnerable to criticism (DYOR again) for that reason and other reasons - see journals in 2010/11.
The guideline is a guideline. The cost benefits are totally out of date. They realise that. The world has moved on - mainly the advent of more laparoscopic surgery.
The jury is still out about the benefit of GDT in certain cases (trials listed in MTG3 update May 2016. Some positive some equivocal)
The bottom line is that if it was undoubtedly a game changer, sales would be through the roof. They have not been.
Look at a different product (in a different sphere of anaesthesia, Optiflow, to see that great products DO get adopted very rapidly).

That is it. Get over it.
I will be true to my word and not post from now.

You would do better to listen to my advice about staying clear of the stock markets full stop.
Full of corrupt (my words this time!) dealings and only getting worse, to make the rich richer.
I got stung!

[mrc2u] 29/12/2016 12:16

GavapentinYou say of NICE that it was "riddled by proponents/conflicts of interest" and statements of ODM benefits by NICE were OTT.Please expand.Are you saying NICE gave the wrong guidance? And are you saying this was as a result of some form of corrupt behaviour?You have been implying stuff for years so it would be helpful if you were explicit as to what is actually wrong with ODM, it's evidence, those who have advocated its usage, and NICE's recommendation of it.CheersMrC

[bigt20] 27/12/2016 13:27

Gav,

You need to relax and give up the vendetta, its getting to you.

[gavapentin] 21/12/2016 15:47

Very true.
Some of it is sheer stubbornness and idiocy.
Some of it is they have seen the emperors new clothes time and again....PAC amazing or not, steroids in sepsis amazing or not, stents for angina etc etc. Call it watchful cynicism.
Anyway, those are the two reasons (plus arrogance of course)

[bigt20] 21/12/2016 10:09

No conflict of interest with the fairly recent government funded, multi centre study in Spain.


Just for Gav :

'I agree that one of the biggest limitations is a system wide approach to try and take advantage of innovation in extracting money from the system. We tend to allow innovations to go in and for local healthcare economies to cook up how they are going to use them and there is no systematic approach to how to change pathways.

The two ways to save money in healthcare systems are to completely alter the way a patient flows through a pathway and to re-profile the workforce. I am sorry to say the workforce in the healthcare system is hugely, in a sense, unionised; they are deeply conservative; they do not want to change what they do; they are dug in.'

(Source: Professor Sir John Bell, answering question 236, Lords Select Committee on the Long Term Sustainability of the NHS, 29/11/16)

[gavapentin] 21/12/2016 09:14

TC

Do you still have faith in this company? I dip back on this board every now and then and see the same stuff posted. Alas I hope you've woken up. It was/is a good technology but that doesn't always translate to £££;. I must admit, I feel it is a sinking ship (and has been for years). I never wished bad on the company - I only disliked their (and folk on this board) attitude. Ironically it is well known that much of the EARLY work with ODM was shakey at best, and some of the OTT statements about its benefits by NICE for example (riddled by proponents/conflicts of interest) actually did it no favours whatsoever. It is a shame.
Maybe it will all turn about, but I would sincerely doubt it.
Regards
S

[yump] 10/12/2016 10:47

wigwammer

I think that was a bot post you responded to. There's a lot about.

[yump] 10/12/2016 10:45

Feb30th.

Actually I quite like your plot of accounts.

What we will hopefully see at some point, given the number of possible accounts, is for the cumulative chart to start to curve upwards (if you put it on its side and draw a rough line through it...

[serratia] 10/12/2016 10:41

Disruptive tech -

hxxp://www.sciencemag.org/news/2016/12/supercharged-silly-putty-can-detect-spider-footsteps

[bigt20] 09/12/2016 18:20

'I agree that one of the biggest limitations is a system wide approach to try and take advantage of innovation in extracting money from the system. We tend to allow innovations to go in and for local healthcare economies to cook up how they are going to use them and there is no systematic approach to how to change pathways.

The two ways to save money in healthcare systems are to completely alter the way a patient flows through a pathway and to re-profile the workforce. I am sorry to say the workforce in the healthcare system is hugely, in a sense, unionised; they are deeply conservative; they do not want to change what they do; they are dug in.'

(Source: Professor Sir John Bell, answering question 236, Lords Select Committee on the Long Term Sustainability of the NHS, 29/11/16)

[wigwammer] 03/12/2016 16:31

???Lidco and Edwards already are the go to cardiac monitoring devices.The point is whether things stay that way - the former has no positive randomised control result after multiple attempts, the latter has little evidence to back it either.This appears to matter little to the NHS, which probably goes a long way toward understanding the mess it is in. It is neither underfunded or overly stretched, just very badly managed.

[hatcheri] 30/11/2016 18:47

Deltex has significant debts and falling UK sales. It has given up on greater UK success and has switched its focus to the US. Will this work?I think Lidco and Edwards LifeSciences will displace it as the go to cardiac output monitoring modalities.Time to sell.

[february 30th] 30/11/2016 17:28

Why would you expect the total to be achieved by now? The distribution of announcement times is fairly random, and in terms of the cumulative totals, I don't see any evidence of a drop off.

Last 22 US Accounts:

Monthly

012015|X
022015|
032015|X
042015|X
052015|X
062015|X
072015|
082015|
092015|X
102015|
112015|XXX
122015|XX
012016|X
022016|
032016|
042016|XX
052016|XX
062016|XX
072016|
082016|
092016|XXX
102016|
112016|X

Cumulative:

012015|X
022015|X
032015|XX
042015|XXX
052015|XXXX
062015|XXXXX
072015|XXXXX
082015|XXXXX
092015|XXXXXX
102015|XXXXXX
112015|XXXXXXXXX
122015|XXXXXXXXXXX
012016|XXXXXXXXXXXX
022016|XXXXXXXXXXXX
032016|XXXXXXXXXXXX
042016|XXXXXXXXXXXXXX
052016|XXXXXXXXXXXXXXXX
062016|XXXXXXXXXXXXXXXXXX
072016|XXXXXXXXXXXXXXXXXX
082016|XXXXXXXXXXXXXXXXXX
092016|XXXXXXXXXXXXXXXXXXXXX
102016|XXXXXXXXXXXXXXXXXXXXX
112016|XXXXXXXXXXXXXXXXXXXXXX

[gnnmartin] 30/11/2016 13:27

Agreed. Still, better a little and late than nothing.

[fozdad] 30/11/2016 12:40

An underwhelming reaction to an underwhelming RNS, I was expecting to hear that the target of 30 platform accounts had been reached by now (albeit two months late).

[youwontripmeoffagain] 29/11/2016 18:28

I have 400,000 average 10p each, I am going to hang in there and see what happens.

[bothdavis] 29/11/2016 10:19

Really believe that the technology would vastly improve patient care in the NHS and around the world. However, having lost over 70% am thinking to take what little is left and try to recoup or do I hang on hoping for the golden egg or a takeover??

[p1nkfish] 27/11/2016 00:57

How can they possibly avoid having to fund raise?
Sorry to say it looks like more dilution unless they can find a buyer or get very, very lucky.

Great product needing cash injection.

[gnnmartin] 25/11/2016 15:30

I've bought a few, but it still leaves my average price a depressing 17p. The signs are strong that DEMG are trying to raise more money, but I live in hope.

[arf dysg] 25/11/2016 13:23

I did hear that a massive SELLING opportunity was once staring an amateur investor in the face, and the amateur investor totally failed to take advantage of it. The selling opportunity passed.

Heaven forbid that anything like that would happen to me. Oh, no.

[jpuff] 25/11/2016 13:08

I've had many of those of many many years!

[arf dysg] 25/11/2016 09:49

It's a buying opportunity! Hooray! Hooray!!!