Belluscura Share Discussion Threads

[cheshire man] 04/11/2021 07:37

Excellent indeed buywell2 :-)

[buywell2] 04/11/2021 07:33

Excellent Trading Update

Conversations with distributors and the reception to date from customers are such that the Board is confident the expected run rate for unit sales and revenue for FY22 will be materially ahead of current market forecasts.



Based upon the current growth prospects and opportunities, the Company has entered into an updated partnership agreement with its US based manufacturing partner to increase production capacity to meet anticipated demand for FY22 and beyond.


Bodes well for a blockbuster 2022

This product is badly needed now not just in the USA

IMO in 2022 it will be needed even more


dyor

[maytrees] 03/11/2021 09:09

Good morning
Interesting how the bid share price went up a few pence late yesterday.
Possibly BELL's involvement in the US seminar?

[maytrees] 01/11/2021 10:45

Good morning
All buys so far today following that RNS but let us see how things develop later after NY opens.

[buywell3] 01/11/2021 07:33

Another RNS

Any BELL exposure to the USA investment community has got to be a plus in buywells book

Most Yanks will have never heard of Belluscura let alone Tekcapital

[brummy_git] 29/10/2021 13:20

Justin Waite & I positively discussed Belluscura (starts 30:00) here on Vox's popular fortnightly 'Stock Picking' show

www.youtube.com/watch?v=YdNco8HegVk

[maytrees] 25/10/2021 07:53

Good morning buywell2

The share price is up slightly so far as a result.
Hopefully BELL will not be taken over too soon.

[pngasef] 25/10/2021 07:52

I found some unused cash and am back in;-)

[buywell2] 25/10/2021 06:18

An excellent RNS

One which will help sales in the USA even more

An award that confirms just how good the Belluscura IP/patents and resulting technology are

2022 should imo be a very good year for BELL and hence TEK ( owns 17.1 Million shares of BELL )

[maytrees] 22/10/2021 08:33

Good morning Tarrant77 and all
Looks like action replay today with many more buys and no share price change - so far.

[tarrant77] 21/10/2021 18:02

Surprised that steady buying today (of which I was part) didn't see the share price a little higher.

[hedgehog 100] 21/10/2021 14:05

Thanks Segaris for flagging up this great news.

The win is quite an achievement, when you consider the number of new products that must be launched each year in the US.

It's excellent and very useful publicity, and bodes very well for sales.

I look forward to the imminent updates that BELL promised on Monday:

• "the Company will update shareholders shortly as to its plans for the short to medium term."

• "We will update shareholders with expected unit deliveries for 2021 and 2022 in the near future."

[maytrees] 21/10/2021 08:45

Good morning

Either way the news or pR caused me to add earlier.

[buywell2] 21/10/2021 07:36

This should be at least released as a RNSN imo

Best New Product! The X-PLO2R®
from Belluscura won big at this year's
@MedTrade East conference, the largest home medical device trade show in the U. S.

[segaris] 21/10/2021 06:32

Another great affirmation for belluscura!Best new product award at Med Trade East https://twitter.com/belluscura/status/1450959558227156993?s=21

[brummy_git] 18/10/2021 06:40

More positive news today from medical devices firm Belluscura.

All the commentary here.

www.linkedin.com/posts/paul-hill-a5994116_bell-activity-6855753914340429824-GrRx

[buywell2] 18/10/2021 06:25

Biggest deal so far IMO

[buywell2] 16/10/2021 21:37

The reason why 50% of people have long COVID are thought to be as a result of lung damage/scarring plus this one that researchers have just discovered --- believing that the cause could also be due to having an overload of tiny clots which are trapped inside people’s blood weeks after they clear the initial infection.

Those susceptible to long Covid have a large amount of inflammatory molecules which are then trapped in their bloodstream which researchers say has the potential to disrupt the body’s ability to distribute oxygen and vital nutrients.

Not good news and another reason to try to kill the virus whilst it is airborne ASAP
by the use of UVC and Far-UVC LED devices

long COVID is going to be cumulative , which is to say more and more people are going to become affected by Covid-19 --- placing an ever increasing demand on both Hospital services and Homecare services --- the costs are simply going to keep mounting up until governments get real and deal with the root cause of the problem



dyor

[buywell2] 16/10/2021 21:19

A New Study has just been published regarding 'long COVID'

October 13th 2021
Short-term and Long-term Rates of Postacute Sequelae of SARS-CoV-2 Infection



That 50% of recoverees suffer from long COVID after 6 months of testing clear of the virus buywell finds very concerning

Also the study states that increased oxygen requirement was reported in nearly two-thirds of COVID-19 survivors

66% of Covid-19 recoverees are likely to need ongoing oxygen therapy for at least 6 months is how buywell reads this

Not surprising as the study found the most prevalent sequelae was of pulmonary nature resulting in chest imaging abnormality of 62.2%


--------------------------------------------


Clearly ongoing Healthcare costs are going to increase due to long COVID as these studies demonstrate

What we need now is a study that looks only at vaccinated people and long COVID

and another

One that looks at people catching Covid-19 for a second time and long COVID


The results of such studies could be published within the next 6 months and most will then be Delta case related


dyor

[buywell2] 08/10/2021 21:54

Over one million UK residents have ‘long COVID’

21 hours ago

More than one million people in the United Kingdom report they are suffering ongoing COVID symptoms.

An Office for National Statistics survey recorded its largest monthly increase – an additional 40 thousand people experiencing ‘long COVID’.

An estimated 405,000 people in the UK are self-reporting ‘long COVID’, lasting more than a year.

The most common symptom was fatigue, followed by shortness of breath, loss of smell and difficulty concentrating.

[hedgehog 100] 06/10/2021 21:17

"LSE % Losers
Top Lists
EPIC Name %
POLX Polarean Imaging -61%"

06/10/2021 14:49 Dow Jones News Polarean Imaging Shares Fall After US FDA Rejects New Drug Application LSE:POLX Polarean Imaging Plc
06/10/2021 14:03 UK Regulatory (RNS & others) Polarean Imaging PLC Complete Response Letter received from FDA LSE:POLX Polarean Imaging Plc


The POLX disappointment and fall today highlights the importance of BELL's FDA approval.

FDA approval is in effective a licence to sell in the US, the world's biggest health market.

BELL has it, and is already selling there, ahead of expectations.

This takes away a lot of the risk and uncertainty.

The market cap. is still very low for the potential.

[98baileys] 30/9/2021 08:32

Buywell, this is incorrect. Breathing problems are not the most common symptom of long covid as you wrote. Your link actually says: 'Anxiety or depression was the most common of nine core long Covid symptoms reported'.A lot of what you are saying about covid/long covid/oxygen therapy is simple inaccurate and misleading. It is detracting from other relevant posts.I agree that BELL is likely to become a very successful company and I have shares in it.This is because there is a very large established demand for longterm home oxygen for patients with COPD, interstitial lung disease, cystic fibrosis, pulmonary hypertension etc.But your peddling of long covid patients being a principal user of BELL's devices is simply wrong

[stuffee] 29/9/2021 21:26

Hedgehog,

Could I suggest in terms of comparisons, Inogen is interesting.

Inogen is the principal competitor to Bell with a 26% US market share. Bell's X-PLO2R device is considered lighter, more powerful, quieter and more convenient than Inogen's principal G3 device. I suggest it could become the market leader within two years; this view was perhaps shared by Inogen's former Operations Director, Keith Cook, who left the company in June to join Bell.

Inogen was established 20 years ago and has been quoted on NASDAQ for 7 years and is exclusively involved in the supply of POCs. It reported sales of $100m for the quarter to 30 June 2021 with net income of $5m. It has a present market cap of $1bn.

Bell issued a pretty encouraging trading update earlier this month, (which I couldn't find on RNS). Chief Executive Bob Rauker stated: "I am extremely pleased to announce that the group has achieved its target timeframe and distributed the first X-PLO2RTM units off the production line to customers on September 3. Initial demand for X-PLO2RTM has been strong. To date we have received orders that meet this year's forecast unit sales and expect to exceed the forecast in the coming months." Looking ahead, will up production with market demand.

Bell, even after its recent impressive share price performance, has a market cap of just £120m. If Bell's sales performance meets expectation, I suggest it could become as valuable as Inogen.

[hedgehog 100] 29/9/2021 17:27

BELL looks nicely poised for the next leg up, probably to about 120p or more.

BELL looks well-undervalued in comparison to a company like SED (Saietta), a July IPO which has since doubled to a market cap. of about £200M.
BELL is more advanced in terms of sales and distribution agreements.