Belluscura Share Discussion Threads

[owenski] 24/7/2023 07:44

The short lived rise being sold down. Last months results were a bit of a disappointment in my view, units actually sold didn't match expectations.

[buywell3] 13/7/2023 07:25

Air Liquide offer the Eclipse 5 oxygen concentrator on their website


They do so for two purposes , Respiratory and Sleep Apnoea

1) Dual Purpose Equipment
Equipment to meet your static and ambulatory needs


Transportable Oxygen Concentrators

Transportable concentrators act as both a static concentrator whilst also providing the freedom to continue to use ambulatory oxygen whilst away from home. They are the ideal solution for home oxygen users who are active and away from home for long periods at a time. There is no need to wait in for cylinder replenishments with this option.


Check out the price here






Air Liquide also show the Eclipse 5 in their Sleep Apnoea section


Dual Purpose Equipment
Equipment to meet your static and ambulatory needs

Dual purpose equipment allows you to meet both your static and ambulatory needs without having to wait in for cylinder or liquid oxygen refills.
Transportable Oxygen Concentrators


Hence the Eclipse 5 which costs £2,350.00 and weighs 18.4 lbs comes with a cart so weaker patents can pull it around and a Oxygen Purity 90% +5.5/-3%, resulting in Battery Duration of 2 hours (at 2LPM continuous flow)

Who makes the Eclipse 5 and what are the specifications ?


5.4 hours of battery life at 2 pulse and 2 hours of battery life 2 LPM continuous flow.

18.4 lbs. with battery and cart installed.

Removable cart with telescoping handle for easy one-handed adjustment.

Works on AC power supply, and DC automotive power supply so you can take it anywhere and charge it.

Battery will re-charge in car at 2.0 LPM or less.

see full specifications




It seems that Air Liquide see this product as the best present answer as a respiratory portable oxygen concentrator and also one that can also work as a CPAP machine for Sleep Apnoea therapies

Belluscura need to point out the specification improvements on their new DISCOV-R(TM) to Air Liquide over the above Eclipse 5

ie

No carrying cart required for starters as

The DISCOV-R weighs approximately 6.5 lbs while capable of producing two litres of continuous flow oxygen or, alternatively, delivering 8 pulse dose settings to meet the patient's supplemental oxygen needs. The Company's patented technology allows the DISCOV-R to produce nearly three times as much oxygen by weight as comparative dual flow concentrators. Such characteristics are expected to significantly increase the mobility of patients.

[buywell3] 05/7/2023 07:43

Providing a CPAP version of the DISCOV-R(TM) eg minus the zeolite or with a much reduced amount of zeolite perhaps , could imo gain Belluscura access to another growth market of Sleep Apnea sufferers

One of the biggest problems with sleep apnea is hypoxia.
This is the medical term for having a low level of oxygen throughout the body. Hypoxia naturally triggers a stress response.

This makes your arteries narrow, your heart beat faster, and your cortisol levels rise.

The stress from hypoxia can lead to a faster heart rate and higher blood pressure.

It can also cause your body to create a greater volume of blood.

You're more likely to have widespread inflammation throughout your body.

Heightened cortisol levels can also cause general pain and anxiety.

buywell asks --- Could NOMAD detect lowering levels of oxygen in a sleep apnea sufferer and then increase the oxygen level to prevent hypoxia ?



China is the country with the highest number of obstructive sleep apnea sufferers with 66 million.

20% of the adult population in America have sleep apnea




----------- Sleep Apnea Prevalence in the US -------------


Number of People with Sleep Apnea 1 in 5 adults
Number of Americans with sleep apnea 22 million
Number of Deaths Yearly 38,000 Americans
Number Of CPAP Users 8 million Americans
Success Rate of CPAP 100%
Number of CPAP Machines Sold Each Year 8 million in the US


The global CPAP market was worth $3.7 billion in 2020, and it's expected to grow at 6.2% per year through 2028


Can Belluscura afford not to access such a market IF by the non use of the zeolite material an existing product can be used with minor modifications together with the benefits of NOMAD ?




In addition:

June 13th 2023

Study: Sleep Apnea May Increase Risk of Long COVID-19 Substantially

Electronic health data of nearly 1.8 million people showed that women with obstructive sleep apnea had an up to 89% increased risk of long COVID-19.
Men were found to have a 59% higher risk.






buywell posted years ago about the vicious cycle involving obesity/ obstructive sleep apnea/ covid-19 and Long Covid

This imo is now an ongoing problem

dyor

[buywell3] 03/7/2023 07:49

Does Long COVID Qualify as a Disability?


According to the Department of Health and Human Services Office for Civil Rights, long COVID illness that “substantially limits one or more major life activities” qualifies as a disability under the Americans with Disabilities Act (ADA).
Department of Health and Human Services Office for Civil Rights. Guidance on "long COVID" as a disability under the ADA, Section 504, and Section 1557.


People who qualify for disability from long COVID are entitled to the same protections that are afforded to any person covered by the ADA.

Major life activities include things like:

Self-care activities (e.g., bathing, dressing)
Manual tasks (e.g., eating, cooking)
Vision and hearing
Mobility (e.g., walking, standing, sitting, reaching, lifting, bending)
Talking and breathing
Learning, reading, concentrating, and thinking
Communicating and interacting with others




Millions of Americans like Mr Biden , need CPAP for their sleeping disorder after acquiring Long Covid
Others like Mr Biden are having memory problems and difficulty in concentrating

Many of them also have breathing problems and suffer from breathlessness

Many of them would benefit from some financial assistance in order to acquire a CPAP device


Guidance on “Long COVID” as a Disability Under the ADA, Section 504, and Section 1557

[buywell3] 03/7/2023 07:00

Can the new DISCOV-R(TM) be marketed as a CPAP ?

because

Sleep disorders: Reported by 30% of adults with long COVID.

and

President Biden uses a CPAP machine for sleep apnea. Here’s what to know.





A CPAP (continuous positive airway pressure) machine is one of the most common treatments for sleep apnea.
It keeps your airways open while you sleep so you can receive the oxygen you need for optimal function.
CPAP machines can significantly improve sleep quality and reduce your risk for a number of health issues, including heart disease and stroke.




Officials identified nine mental health conditions and other symptoms associated with long COVID in the advisory. Authorities also detailed how often symptoms or conditions were reported:

Fatigue: Reported by 32% of COVID-19 survivors 12 or more weeks after diagnosis.

Brain fog/cognitive impairment: Reported by 22% of COVID-19 survivors 12 or more weeks after diagnosis. Even two years after infection, there’s an increased risk of
cognitive impairment for people who had COVID-19 compared with those with another respiratory illness.

Anxiety: Symptoms reported in 35% of adults with long COVID six months after the onset of COVID-19 symptoms.

Depression: Reported in 41% of adults with long COVID six months after onset of COVID-19 symptoms.

Obsessive-compulsive disorder: Symptoms reported by 20% of adults one month after a hospital stay for COVID-19 infection. By comparison, about 2% of adults in the U.S. are diagnosed with OCD over their lifetime.

Sleep disorders: Reported by 30% of adults with long COVID.

Post-traumatic stress disorder: Diagnosis is reported in about 14% of adults with long COVID three months or more after a COVID-19 infection.

Psychotic disorder: There’s evidence of a greater risk for a psychotic disorder six months after a COVID-19 diagnosis compared with people with another type of respiratory infection. “While risk of anxiety and mood disorders returned to baseline one to two months after a COVID-19 diagnosis, risk of psychotic disorders remained elevated two years after follow-up, suggesting a different pathogenesis for this condition,” the health advisory said.

Initial onset of substance-use disorder: Scientists say those who were infected, but not hospitalized, with COVID-19 are more likely to be diagnosed with their first substance-use disorder six months after their diagnosis compared with people who recover from the flu.






Sleep Apnea Devices Market Size is projected to reach USD 6.79 billion by 2030, growing at a CAGR of 6.30%: Straits Research





About 30 million people in the United States have sleep apnea, but only 6 million are diagnosed with the condition. This hasn’t improved with the pandemic either with many people experiencing less sleep because of altered life and work routines as well as higher stress levels. And with long COVID further exacerbating underlying conditions such as obstructive sleep apnea, it is important for patients to understand what is at stake




JAMA Internal Medicine Patient Page

I am Worried That I Have Sleep Apnea—What Should I Know?

[brummy_git] 01/7/2023 06:11

In this fascinating interview, CEO Bob Rauker, VP global sales Bob Fary & CFO Tony Dyer, take me through Belluscura's in line 2022 results, positive outlook & forthcoming Q3 launch of its new best-in-class DISCOV-R portable oxygen concentrator.

[mr.oz] 30/6/2023 10:22

Since the beginning of 2023, the Company has raised net proceeds of GBP7.2m ($8.8m), through the issue of 10% Unsecured Convertible Loan Notes, via a Placing and Broker Option in January and February, to raise GBP4.3m ($5.1m) net of expenses, and an equity issue, via a Placing, a Subscription by certain Directors, and a Retail Offer in May, which raised GBP2.9m ($3.7m) net of expenses.

[masurenguy] 30/6/2023 10:04

I thought that it was only $3.9m in May @25p, which is unlikely to last very long.

[mr.oz] 30/6/2023 09:29

Raised $8m since , I believe

[masurenguy] 30/6/2023 08:52

Sales $1.5m, Losses $6.2m, Inventory $10.8m, Cash $2.0m and Market Cap of $49.0m. They'll need a fundraising to continue and as yet there is no obvious basis to support the current valuation or to validate the significant product specification/cost advantage that they have to outperform against the establshed competition. No position.

[owenski] 30/6/2023 07:25

Admin and cost of sales have shot up too - $8.1m from $5.1m and CoS $1.3m from $470k

Whether that now settles as fixed costs so the business scales remains to be seen.

[buywell3] 29/6/2023 08:44

The Cleveland Clinic in the US is a well renowned and respected institution

100 Years of Cleveland Clinic

Cleveland Clinic: A Centennial History

Cleveland Clinic was at the forefront of modern medicine when it was first organized as a multi-specialty group practice in 1921. From a small outpatient clinic, it has grown to become the world’s first integrated international health system. With more than 65,000 caregivers worldwide, Cleveland Clinic has almost 6 million patient visits per year, at more than 200 locations.


Regarding Oxygen Therapy the Cleveland Clinic state:

What is oxygen therapy?

Oxygen therapy helps people with lung diseases or breathing problems get the oxygen their bodies need to function.
This oxygen is supplemental (additional) to what you breathe in from the air.
You may also hear the term supplemental oxygen.


Who needs oxygen therapy?

You may need oxygen therapy if you have:

Asthma, bronchitis or emphysema.
Chronic obstructive pulmonary disease (COPD).
COVID-19.
Cystic fibrosis.
Heart failure.
Lung cancer or other cancers.
Pneumonia.
Pulmonary fibrosis.
Sleep apnea.


The Cleveland Clinic also state :

What are signs of low oxygen levels (hypoxia)?

You can’t always tell when your oxygen levels are low. When symptoms occur, you may experience:

Shortness of breath.
Bluish tint to skin, lips and nails.
Extreme fatigue.
Severe headaches.
Coughing or wheezing.
Fast pulse and heart rate.
Confusion.






buywell points out in recent posts the NHS state:

Home oxygen therapy can help with symptoms such as:

breathlessness
feeling tired all the time
memory problems
coughing



Note that ALL four in the NHS list above appear in the Cleveland Clinic list and ALL four are also symptoms of Long Covid

The US CDC goes further still stating:

Long Covid symptoms include

People with Long COVID may experience many symptoms.

People with Long COVID can have a wide range of symptoms that can last weeks, months, or even years after infection. Sometimes the symptoms can even go away and come back again. For some people, Long COVID can last weeks, months, or years after COVID-19 illness and can sometimes result in disability.

Long COVID may not affect everyone the same way. People with Long COVID may experience health problems from different types and combinations of symptoms happening over different lengths of time. Though most patients’ symptoms slowly improve with time, speaking with your healthcare provider about the symptoms you are experiencing after having COVID-19 could help determine if you might have Long COVID.

People who experience Long COVID most commonly report:

General symptoms (Not a Comprehensive List)

Tiredness or fatigue that interferes with daily life
Symptoms that get worse after physical or mental effort (also known as “post-exertional malaise”)
Fever
Respiratory and heart symptoms

Difficulty breathing or shortness of breath
Cough
Chest pain
Fast-beating or pounding heart (also known as heart palpitations)
Neurological symptoms

Difficulty thinking or concentrating (sometimes referred to as “brain fog”)
Headache
Sleep problems
Dizziness when you stand up (lightheadedness)
Pins-and-needles feelings
Change in smell or taste
Depression or anxiety
Digestive symptoms

Diarrhea
Stomach pain
Other symptoms

Joint or muscle pain
Rash
Changes in menstrual cycles


buywell concludes:

The WHO state that 36 Million people in the EU now suffer from Long Covid



The CDC state that around 20% of Americans acquiring Covid-19 develop Long Covid ie around 20 Million in the US.



IMO long term Home Oxygen Therapy will be a recognized treatment for Long Covid sufferers

When that happens the global market for oxygen concentrators will double --- and since new variants of Covid-19 continue --- so too does the number of long term sufferers with Long Covid.

This problem of Long Covid is NOT going away --- it is in fact getting worse

Increasing numbers of those that suffer this disease are now unable to work any more which also means long term unemployment issues are on the increase.

Worldwide -- Long Covid needs urgent government initiatives and solutions now

dyor

[owenski] 29/6/2023 07:11

Hmmm, not impressed at all, whatever happened to the ramping up of production of their current units, no mention of production volume at all.

Looks like it's now the new Xplor that's the saviour of the company.

Still a cash burner and they'll be raising again.

[dr biotech] 29/6/2023 06:49

They have bet the house on the new unit, which was supposed to be launched Q1. Fingers crossed in that.


Sales of their current units look unlikely to be able to cover their admin costs. They have written a lot of stock off too, presumably realised they over stocked on what is now obsolete kit.

Think CREO is a better bet in this sector, though that’s not without risk either.

[brummy_git] 29/6/2023 06:49

In line FY22 results & positive guidance from medical devices firm Belluscura today.

All the details here.

[buywell3] 29/6/2023 06:48

Try reading the results again

IMO Belluscura is now funded for a very busy second half with nearly $9M following the recent cash raise a couple of weeks ago










From the results :


Further progress

-- Currently evaluating proposals with third parties interested in white labelling the X-PLOR product for the US market

-- Further strengthened the Board with the appointment of Robert Fary as VP of Sales
-- Post year end raised net proceeds of GBP7.2m or $8.8m
Robert Rauker, Chief Executive Officer, Belluscura plc, commented on the results and outlook:

"The Group has made considerable progress in the year to 31 December 2022, during which it launched the next generation X-PLOR, built up significant distribution across the US and commenced an international roll out, established high quality manufacturing facilities and developed the DISCOV-R for a well-received launch in 2023.

"Trading in the first half of 2023 has continued in line with our expectations for the full year, with a significant second half weighting expected, as previously stated. Demand for X-PLOR, which is predominantly a Direct to Consumer unit, is growing, and we expect our affiliation with GoodRX, a leading digital healthcare platform that makes healthcare affordable and convenient for all Americans, will help it to continue to gain momentum over the coming months.

"The commercial launch of DISCOV-R will be transformational for the Group. Having received a positive reception at Medtrade, we are very encouraged by the fact that over 125 distributors have requested access to DISCOV-R, with the distributors indicating potentially significant demand for units.

"Following the recent fundraising, and as we are now utilising the Company's previously high inventory levels, the Company is well positioned to deliver substantial growth in the coming years.

We look forward to the future with confidence."






The global portable oxygen concentrators market size was recorded at USD 2.3 billion in 2021 and is foreseen to touch around USD 5.7 billion by 2030 with a registered compound annual growth rate (CAGR) of 10.61% from 2022 to 2030.

[pugugly] 29/6/2023 06:23

Financial Highlights:

· Group revenue of $1.54 million (2021: $0.42 million)

· Adjusted loss from operations of $6.2 million (2021: $4.2 million)

· Basic loss per share of $0.07 (2021: $0.06)

· Net Cash as at 31 December 2022 of $2.04 million

· Inventory and inventory deposits at 31 December 2022 of $10.8 million (2021: $1.8m)

Horrible cash burner - Likely (imo) to need financial top up.

[buywell3] 29/6/2023 06:13

Belluscura Commences Premarket Launch of the DISCOV-R™ portable oxygen concentrator



Innovative new product is expected to transform portable oxygen industry by being nearly 50% lighter than competitive products on the market.



LONDON, U.K. AND PLANO, TX, U.S. (29 June 2023).

Belluscura plc (AIM:BELL), a leading medical device developer focused on lightweight and portable oxygen enrichment technology, announces that it has commenced the premarket launch of its DISCOV-R portable oxygen concentrator (POC), including a patient usability study.



Participants in the patient usability study have provided very positive feedback on the new device, including statements such as, "I cannot believe how light it is", "I prefer this over any other device available on the market", and "I would buy this right now if it were available."



The DISCOV-R weighs approximately 6.5 lbs while capable of producing two litres of continuous flow oxygen or, alternatively, delivering 8 pulse dose settings to meet the patient's supplemental oxygen needs. The Company's patented technology allows the DISCOV-R to produce nearly three times as much oxygen by weight as comparative dual flow concentrators. Such characteristics are expected to significantly increase the mobility of patients.



Simultaneously, the company continues to move forward with its CE and UKCA registration mark application for the X-PLOR POC in the EU and UK, respectively, by conducting a similar patient useability study. Finally, registration of the X-PLOR in the Peoples Republic of China is progressing after the recent registration of the Company's subsidiary, Shenzhen Belluscura Technology Company Limited.



Robert Rauker, Chief Executive Officer, Belluscura plc, commented:

"We are very pleased that the premarket launch of the DISCOV-R occurred in H1 as previously anticipated by the Company. We are further excited by the very positive feedback from the initial users in the study. The full commercial launch of the DISCOV-R is anticipated to occur in Q3 of this 2023, followed by a ramp up of production thereafter to meet the anticipated demand of the product."

[buywell3] 26/6/2023 14:27

In china recently more people acquired Covid-19 than the total worldwide number reported by the WHO





In India a similar event occurred and was also underreported




In short circa 2 Billion people have now acquired Covid-19 at some point


7th June 2023


China’s rolling COVID waves could hit every six months — infecting millions
The latest surge is unlikely to crash the country’s health-care system, but scientists fear hundreds of millions of infections.

The latest surge in COVID-19 cases in China is not surprising to researchers, who say that the country will see an infection cycle every six months now that all COVID-19 restrictions have been removed and highly infectious variants are dominant. But they caution that rolling waves of infection carry the risk of new variants emerging.


The number of Long Covid sufferers will grow in line with more infections of Covid-19 variants



Likewise the demand for home oxygen therapy will also grow

[buywell3] 26/6/2023 14:18

Over 200 Million people suffer from Long Covid now

[buywell3] 26/6/2023 08:17

The NHS says this about Home Oxygen Therapy:

Home oxygen therapy

Home oxygen therapy involves breathing in air that contains more oxygen than normal through a mask or tube connected to a device in your home.

Who can benefit from home oxygen therapy?

Home oxygen therapy can be useful for people who do not have enough oxygen in their blood.

It can help with conditions such as:

chronic obstructive pulmonary disease (COPD)
pulmonary fibrosis
heart failure
severe long-term asthma
pulmonary hypertension
cystic fibrosis
breathing problems caused by a combination of being obese and having an underlying condition


Home oxygen therapy can help with symptoms such as:

breathlessness
feeling tired all the time
memory problems
coughing




Circa up to 30% of people acquiring Covid-19 go on to acquire Long Covid

The most common symptom of Long Covid is breathlessness /feeling tired all the time with about 40%

Another symptom of Long Covid with circa 10% (and it would appear to be an increasing percentile) --- is memory problems --- due to brain damage

Coughing is also another symptom of Long Covid --- no doubt due to long term lung damage

The NHS have this to say:

Symptoms of long COVID

The most common symptoms of long COVID are:

extreme tiredness (fatigue)
feeling short of breath
loss of smell
muscle aches


However, there are lots of symptoms you can have after a COVID-19 infection, including:

problems with your memory and concentration ("brain fog")
chest pain or tightness
difficulty sleeping (insomnia)
heart palpitations
dizziness
pins and needles
joint pain
depression and anxiety
tinnitus, earaches
feeling sick, diarrhoea, stomach aches, loss of appetite
a high temperature, cough, headaches, sore throat, changes to sense of smell or taste
rashes




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


Other health services in other countries will also be coming up with similar findings to the NHS


The demand for Home Oxygen Therapy for people with Long Covid looks set to grow IMO


To date many eminent medical people calculate that there are now 200 Million people suffering from Long Covid

2 Million people in the UK now suffer from Long Covid.

dyor

[cheshire] 19/5/2023 14:47

https://www.oxygenconcentratorstore.com/blog/expert-review-of-the-belluscura-x-plor-portable-concentrator/Conclusion Overall, the X-PLOR is an excellent option for active people who won't let supplemental oxygen use hold them back from doing the things they love.My own thoughts areIf I was buying for a hospital/ care home, Belluscura seem to offer a good base product, which is lighter than most of the competitors.

[masurenguy] 18/5/2023 17:58

owenski/stuffee - I'd like to see a verifiable comparative analysis on the X-PLOR & DISCOV-R with major competitors products, both in terms of price and specification, before I'm ready to invest here.