Belluscura Share Discussion Threads

[dr biotech] 11/1/2023 18:31

I used to sell a lot of scientific instruments - not quite the same as medical but not too dissimilar. This company reminds me of several small manufacturers that had some decent products but just couldn't sell them Microsaic(msys) and sphere medical being great examples that I warned on some years back (both have largely failed). They both signed up a lot of distributors but never got any sales.

Can't help but feel if the next trading statement shows few sales then this will go the same way. Still hope though and if they get traction it could go places. Ill watch from the sidelines






Dr Biotech - 22 Feb 2022 - 10:08:29 - 224 of 355 BELLUSCURA - Enrichment through oxygen concentrators - BELL
£90m enterprise value for a company that has approx annualised sales of £1m and makes a substantial loss?

Going to have to get a lot of things right.
1

[rosco40] 11/1/2023 16:52

According to MHP Group (their investor comms outfit), a trading update will be released in the next few days (they didn't specify the date).

[masurenguy] 11/1/2023 15:45

Good post JakNife. Great product with significant market potential, in the long term, but over a shorter timeframe the trading performance is poor and shares are very overvalued. A fund raising is almost certain this year and probably at a very significant discount at todays price. On my watchlist but looking for a much lower entry point.

[owenski] 11/1/2023 15:42

I've actually met Bob Rauker and spent an hour on a one to one interview with him. Apart from the product and market drivers for its use which look compelling, I thought he was financially and business wise, a very astute guy.

My issues are not with the story or the company per se, but are -

This is still early stage at it's commercialisation progress, there have been changes to manufacturing and so production targets have been missed or pushed back, whilst that all makes sense why this has happened, changes at an early stage make me
cautious. I have some issues over manufacturing in China.
The company is valued at approx 70m, and so has a lot baked in at this stage - it aint cheap. It will remain loss making for a year or two still and I'm not in agreement with Dowgate's projections.

That being said, it's on my watchlist and I'll probably take a position at some point.

[rovi70] 11/1/2023 14:39

some midas tip this is??????????????

[rovi70] 09/1/2023 15:50

It’s rubbish THIS !!

[kinghamhouse] 04/1/2023 17:46

I sold out of this mainly because I am trying to avoid businesses that are in bed with China. At present am very wary of China.

[buywell3] 30/12/2022 08:33

"It is clear that given the high prevalence of persistent symptoms after 12 weeks (nearly 1 in 2 people) that healthcare services and policy need to prioritise long Covid care, and in addition understand different sub-types of long Covid to permit stratified healthcare and ensure services are not overwhelmed in future,"



www.thelancet.com/journals/eclinm/article/PIIS2589-5370(22)00491-6/fulltext

[buywell3] 18/12/2022 21:28

10% of the world's population are now expected to get Covid-19 in the next 90 days



As a result the demand for oxygen looks set to increase one would expect

Making such oxygen concentrators in china for APAC use would seem to be given somewhat of a priority in such circumstances

dyor

[buywell3] 13/12/2022 18:51

A new study published on Dec 2nd 2022 showed that 11% of Covid cases that needed hospitalisations had lung scarring




Learn About Oxygen Therapy

UC San Diego Health System Director, Preventative Pulmonary and Rehabilitation Services Trina M. Limberg, BS, RRT is the Director for the Preventative Pulmonary and Rehabilitation Department for UC San Diego Health System. She has been practicing in the field of pulmonary rehabilitation for over 30 years.





Every time a person acquires Covid-19 lung scarring can result -- the additive effects of such are being assessed

Lung function and lung efficiency are reduced by lung scarring

This affects blood oxygen saturation levels negatively

As such levels get below 90% ( from a normal 95% to 100% ) --- damage to organs in the body can start to occur as cell death in those organs takes place

This is why the monitoring of blood saturation levels for those people undergoing oxygen therapy at home is very important

Thus an oxygen concentrator that can provide such data 24/7 to a remote carer/heath service provider will become the gold standard for people with Interstitial lung disease which refers to a broad group of diseases that are characterized by lung scarring, including idiopathic lung fibrosis.



dyor

[buywell3] 13/12/2022 07:47

Belluscura announces first international distribution agreement



Belluscura, a leading medical device developer focused on lightweight and portable oxygen enrichment technology, is pleased to announce it has entered into its first international distribution agreement outside of the US, with MedHealth Supplies of South Africa ("MedHealth").



Following the distribution agreement, MedHealth has placed orders for both 2022 and 2023, with deliveries to commence immediately.



MedHealth is a leading durable medical equipment provider in South Africa distributing durable medical equipment throughout South Africa and neighboring countries, and was recently awarded oxygen supply contracts based on the ability to deliver Belluscura's X-PLOR portable oxygen concentrator.



Robert Rauker, CEO of Belluscura plc, said:



"This is a big step in Belluscura's expansion outside the US. MedHealth's founders have a long history in the supplemental oxygen space and we are excited to work with them moving forward."

[brummy_git] 13/12/2022 07:05

More positive news from Belluscura today. Kicking off its global expansion outside the US, after signing up its first international distributor MedHealth Supplies in South Africa. Find out all the commentary & significance here.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-bell-activity-7008324965775122432-Bj8Q?utm_source=share&utm_medium=member_desktop

[buywell3] 02/12/2022 10:24

Nov 28th 2022

COVID-19 wave fears in China drive ventilator, oxygen machine sales

[brummy_git] 25/11/2022 07:43

Breakthrough tech at doorbuster prices.

Over the next few weeks, I plan to highlight several such IPR rich, fallen angels that are substantially undervalued AND on the cusp of breaking out in 2023.

One stock that fits the bill is Belluscura. Find out why here.

www.linkedin.com/posts/paul-hill-a5994116_bell-bell-bell-activity-7001803202316623872-w0dz?utm_source=share&utm_medium=member_desktop

[buywell3] 21/11/2022 22:09

Another study looking at the NHS implementation of ' Virtual Wards '

Outcomes from a virtual ward delivering oxygen at home for patients recovering from COVID-19: a real world observational study



Conclusion
Provision of oxygen at home for selected patients recovering from COVID-19 is safe with low risk of readmission and death

If the NHS were supplied the necessary data from the patient having home oxygen therapy it would seem that the increased uptake of such virtual wards looks likely

In early 2021, the NHS released a standard operating procedure (SOP) for the implementation of COVID-19 virtual ward (CVW) models in the UK.

The CVW is catered towards patients demonstrating improving clinical trajectories with particular respect to symptoms, function, oxygen saturation and resolved pyrexia.

Criteria regarding oxygen requirement is somewhat vague with encouragement toward clinical judgement on an individual patient basis. Other sources have suggested that a broader approach to virtual care could be considered with provision of low flow supplemental oxygen for stable patients

[buywell3] 21/11/2022 21:46

More medical studies starting to show oxygen treatment for Long Covid Brain issues looks promising



Whilst being expensive and not yet FDA approved

Oxygen therapies for Long Covid looks to be an area that will see increased adoption

[buywell3] 21/11/2022 08:29

Researchers have found that people with COVID-19 reinfections are twice as likely to die and three times more likely to be hospitalized than those with no reinfection.

Additionally, people with repeat infections were 3½ times more likely to develop lung problems, three times more likely to suffer heart conditions and 1.6 times more likely to experience brain conditions than patients who had been infected with the virus once.

Therefore Long Covid cases are growing apace with every new Covid-19 wave due to new vaccine immune variants

Additive lung damage is becoming the major issue and multiplies with each additional reinfection

[strollingmolby] 21/11/2022 07:56

Hi JakNife,

Likewise, it's been too long - was hoping to catch-up between the sessions or in the bar in the evening... I'll DM you!

SM

[mjneish] 21/11/2022 07:43

Owenski, thanks. ADVFN is way off!

[strollingmolby] 20/11/2022 23:22

Short piece on BELL in Midas which notes it as a strong buy...



Are those sales figures quoted accurate? "Analysts expect great things from Belluscura. Last year, Rauker sold 377 pieces of kit. This year, sales of 2000 are forecast, rising to 18,000 next year and 70,000 by 2025.

The company is loss-making right now but should make a small profit next year, soaring to $15.6million 2024 and more than $40million in 2025.

[owenski] 20/11/2022 19:57

JakNife, beat me to it.

[owenski] 20/11/2022 19:57

Current M.cap £79m

I wouldn't rely on ADV figures, they're often incorrect. Always check the company site or RNS for source of shares in issue and then multiply by price.