Belluscura Share Discussion Threads

[gonuts1] 30/8/2023 06:55

need to smash that 50p

[gonuts1] 30/8/2023 06:54

a rare good company on the AIM

[dr kuntz] 30/8/2023 06:54

should past 60p min

[firestorm911] 30/8/2023 06:46

I saw some large trades last Thursday or Friday, a bit unusual.

$15m deal on 18 August and now potentially $55m in Royalties.

Look how they hiked the offer but move bid side 5p only.


Mcap is £55m. yet contract more significant than the MCAP. This should be 100p




$70m in two weeks.



("Belluscura" or the "Company" or "Group")

Orders for over 6,500 DISCOV-R(TM) received

Pre-commercial launch orders by leading online retailers and medical equipment providers demonstrate the scale of the demand for this transformational product

LONDON, U.K. AND PLANO, TX, U.S. (16 August 2023). Belluscura plc (AIM: BELL), a leading medical device developer focused on lightweight and portable oxygen enrichment technology, announces that it has received purchase orders for over 6,500 of its next-generation DISCOV-R portable oxygen concentrator. This represents approximately $15 million of potential revenue to the Company, with initial production of the DISCOV-R expected to begin by the end of this quarter.


Now 30th Aug
Belluscura plc

("Belluscura" or the "Company" or "Group")

Belluscura Enters Groundbreaking Exclusive License and Royalty Generating Agreement

Belluscura licenses its proprietary technology in China

in a deal valued at $55m in minimum royalties over the term of the license


Regards
F911
RMC

[senttothegallows] 30/8/2023 06:38

Another Transformational RNS for Belluscura noted minimum numbers plus share of profits on accessories. IMHO

[metis20] 30/8/2023 06:15

Belluscura Enters Exclusive License Agreement
BELLUSCURA PLC
Released 07:00:05 30 August 2023

Extract:-

"Belluscura plc (AIM: BELL), a leading medical device developer focused on lightweight and portable oxygen enrichment technology, announces that it has entered into an Exclusive License, Marketing and Distribution Agreement ("Agreement") with its global manufacturing partner, InnoMax Medical Technology Ltd ("InnoMax")."

[mr.oz] 22/8/2023 08:11

40.2 are buys

[senttothegallows] 18/8/2023 09:09

Belluscura with its 15m order has transformed the outlook for the company. A modest nark up to the news is being followed by gradual mark back down. It just feels like market manipulation to me the whole thing needs a looking at IMHO

[buywell3] 17/8/2023 07:13

17 August 2023


Portfolio Companies Update



Tekcapital Plc (AIM: TEK), the UK intellectual property investment group is pleased to provide a summary of latest developments across certain of its portfolio companies.



Belluscura



Belluscura plc ("Belluscura" AIM: BELL), announced on 16 August 2023 it has received purchase orders for over 6,500 of its next-generation DISCOV-R portable oxygen concentrator. This represents approximately US$15 million of potential revenue to Belluscura plc, as estimated by its management team. The recent purchase orders follow the signing of several distribution agreements with medical device distributors and other home healthcare providers, including a distribution agreement with a division of McKesson, one of the largest distributors of pharmaceuticals and medical devices in North America, earlier this month and a marketing agreement with GoodRx®, a leading digital healthcare platform, in February 2023. Belluscura has received multiple additional requests from leading oxygen homecare providers in the US to distribute the DISCOV-R.



Tekcapital owns 15,138,767 shares of Belluscura plc (11.16%).


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



buywell notes that Tekcapital still is a Major Shareholder in Belluscura , holding 15,138,767 shares of Belluscura plc (11.16%).


buywell hopes that Tekcapital can keep theses shares in Belluscura as they stage a recovery in share price based upon the coming surge of sales referred to in yesterdays Belluscura RNS and enhanced Telehealth software in the form of NOMAD its patented App , providing the necessary data for monitoring and control purposes by the remotely located patient Healthcare provider

The news imo underpinned what the Belluscura CFO recently said in video ie:

" Belluscura should be cash positive in the first half of 2024 "

The chart of TEK IMO has been driven by that of BELL ---- hence buywell hopes and believes a recovery in the Belluscura share price chart --- which we are now seeing start to happen after the cash raise at 25p , could now drag the TEK share price chart back north.





Note the current divergence caused by the surge in Belluscura SP






plus

As Belluscura starts to win market share from other existing oxygen concentrator providers , and sales into China and APAC begin in 2024

Belluscura with their disruptive patented technology will become a thorn in bigger sides

Sooner rather than later one of them will want to remove that thorn

dyor

[sharebuyerzero] 16/8/2023 18:58

I agree. It's an utterly absurd market reaction. This share should have doubled as a bare minimum

[buywell3] 16/8/2023 13:48

Belluscura are now a sitting duck for a takeover as sales increase with their patented technology

Tekcapital (TEK) shareholding in BELL will thus be key for any predator

The global sleep apnea devices market size was valued at USD 4.2 billion in 2022 and is expected to grow at a compound annual growth rate (CAGR) of 6.2% from 2023 to 2030. Obstructive Sleep Apnea (OSA) is a sleep disorder with irregular breathing reducing oxygen supply to the brain. As per the Chest Physician estimates in 2019, approximately 170 million individuals in the U.S. were diagnosed with OSA. According to the European Respiratory Journal in 2018, the estimated prevalence of OSA in 50 European countries was approximately 175 million. Changing lifestyle, a growing geriatric population, and the rising prevalence of chronic disorders is contributing to the growing incidence of OSA. The growing prevalence of apnea in the geriatric population remains under diagnosis of OSA due to a lack of awareness amongst individuals and poor presentation of OSA. The increasing life expectancy amongst the global geriatric population is expected to contribute to the growing prevalence of sleep disorders.


Sleep Apnea now affects over one billion people --- CPAP therapy is often used




The CPAP market beckons IMO with the new NOMAD App



why ?

Because CPAP alone may not be enough to treat an underlying medical condition or to prevent an existing condition from becoming worse. Then patients can benefit from the addition of oxygen delivered through their CPAP machine. A doctor would be able to determine if CPAP with oxygen could be beneficial for a patient based upon their medical history and other factors

However as yet Belluscura have not mentioned CPAP in connection with their oxygen concentrators

IMO if a doctor has suggested using CPAP with oxygen or if someone with an underlying medical condition like heart or lung disease or even if someone feels that oxygen might benefit their CPAP results --- then using the Belluscura X-PLO2R Portable Oxygen Concentrator together with the new NOMAD App might be the answer

Oxygen Levels During Sleep Apnea

In sleep, the upper airway muscle tone of the patients with sleep apnea tends to narrow and collapses temporarily. When this happens, the breathing stops accompanied by a drop in blood oxygen levels and arousal from sleep.

The low oxygen levels during sleep can make you feel very tired in the morning and will contribute to more restless sleep.

When the oxygen levels start to drop, the carbon dioxide levels build up in your blood. This can lead to morning headaches, fatigue and sleepiness during the day.

How Does Sleep Apnea Oxygen Level Affect the Body?
Any value of blood oxygen level bellow 92% is abnormal. However, the number of desaturations and the time spent with abnormal oxygen levels is important.

For example, if you only desaturated below 92% once or twice during a 7 hour sleep, and the desaturation level lasted only a couple of seconds, it's not a reason for worry.

Your body will be seriously affected when you'll have long term low oxygen levels. This can lead to:

heart rhythm problems,
increasing pressure on the right side of the heart,
fluid build up in the body,
heart failure,
stroke.




A new market could imo be on the horizon when the new NOMAD App is released






A note from Cleveland Clinic

CPAP machines are one of the leading treatments for sleep apnea. Left untreated, sleep apnea can have a negative impact on your health and quality of life. If you have symptoms of sleep apnea, such as daytime tiredness, loud snoring or interrupted sleep, talk to your healthcare provider about your options. A CPAP machine could offer significant benefits for your overall wellbeing.

Sometimes patients can need BOTH types of machine

A CPAP and an oxygen concentrator --- ie where the doctor has proscribed additional oxygen is required



Some patients may require both oxygen therapy and CPAP therapy. The two machines are designed to work together to help patients who require this dual treatment.

However IMO using the Belluscura oxygen concentrator with the new NOMAD App could result in just one device being required

dyor

[buywell3] 16/8/2023 08:11

If Belluscura oxygen concentrator sales keep on increasing , then imo the question is

Can Belluscura drag Tekcapital shares back towards previous highs ?

[buywell3] 16/8/2023 07:47

From the RNS today:

Additionally, the Company continues to drive innovation in telemedicine and artificial intelligence with its proprietary NOMAD biometric app. The NOMAD app will allow users of the DISCOV-R to track performance data on their concentrator and connected devices such as an Apple(R) or Samsung(R) Watch, FitBit(R) device or Nonin(R) and Masimo(R) pulse oximeters. The collective information can then be provided to a patient's healthcare provider in person or remotely.

The Company is already working on the next-generation NOMAD app that will alert patients when their blood oxygen saturation level has varied beyond parameters set by their doctor, which is expected to help patients better monitor their conditions, but also improve the efficiency of the device by delivering supplemental oxygen as needed.






IMO the new NOMAD App will prove to be transformational as Blood Oxygen Levels are very important to those that acquire Covid-19 --- which has NOT gone away

COVID-19 Hospitalizations Slowly Rising Again In America
Recent data shows a 12% rise in hospitalizations in the country due to COVID-19 at the end of July.


The Cleveland Clinic in the US have this to say :



Coronavirus and blood oxygen levels

Oxygen is the fuel your body needs to function. Insufficient oxygen in the blood can interfere with the function of the heart and brain.

Doctors have discovered that some people with COVID-19 have dangerously low blood oxygen — even though they don’t feel short of breath.

“We’re seeing reports of ‘silent hypoxia,’ or low oxygen levels in some patients without severe symptoms,” Dr. Tsuang says.
In response to those reports, people have started buying pulse oximeters to keep tabs on their oxygen levels if they get sick.




Hence IMO a new NOMAD App which allows a healthcare provider/doctor/clinician to set the upper and the lower blood saturation parameters will be a must for many millions of people still acquiring Covid-19

The next coronavirus type that will come along will also be most likely one which affects the respiratory system ie SARS-Cov-3

So blood saturation levels will continue to have to be monitored and any oxygen concentrators that are used by people will soon most likely imo will have to be able to automatically monitor such data without other devices such as pulse oximeters being required PLUS be able to automatically adjust the SO2 level to the optimal level required/preset by the healthcare provider





dyor

[super duper] 16/8/2023 07:44

I bought some now. It may pass 50p+, and people reacting to the news.

[mr.oz] 16/8/2023 07:25

I read it as hige interest from more than one source.
Great to have numbers in the detail.

[senttothegallows] 16/8/2023 06:49

This is one order just imagine the numbers going forward it isn't going to be easy to get hold of Bell shares in any volume this is going to rocket IMHO

[dr biotech] 16/8/2023 06:39

FairPlay that a decent level of orders. What’s the delivery period?

[mr.oz] 16/8/2023 06:22

Pre orders.
Just the start !
Back up to £1 sharpish

[brummy_git] 16/8/2023 06:19

Unprecedented demand for Belluscura's ground breaking portable oxygen concentrators - literally sends pre-orders off the charts for its forthcoming new DISCOV-R device.

All the details here.

[buywell3] 01/8/2023 07:28

CFO Tony Dyer states

Belluscura " should be cash flow positive in first half of 2024 "

6 mins 25 seconds

[buywell3] 01/8/2023 07:21

Belluscura Signs Distribution Agreement with Subsidiary of World's Largest Drug Distributor



McKesson Medical-Surgical Corporation expands its respiratory offerings by entering into a distribution agreement with Belluscura



LONDON, U.K. AND PLANO, TX, U.S. (01 August 2023). Belluscura plc (AIM: BELL), a leading medical device developer focused on lightweight and portable oxygen enrichment technology, announces that it has signed a distribution agreement with McKesson Medical-Surgical, a division of McKesson, the 9th largest company by revenue in the US. McKesson delivers a third of all pharmaceuticals used in North America and operates the fourth-largest pharmacy chain in North America.



The X-PLOR® portable oxygen concentrator will now be available to McKesson's customers through their online catalogue.



Robert Fary. Sr Vice President of Global Sales, Belluscura plc, commented:

"We continue to expand the distribution of the X-PLOR throughout the US and this exciting agreement will extend our reach to patients seeking access to best-in-class devices."



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

"We are very pleased that McKesson, one of the largest distributors of pharmaceuticals and medical devices in North America, has chosen the X-PLOR to be offered through their catalogue. This significant distribution agreement will mean that more Americans can purchase our devices throughout the country, broadening our product distribution and making supplemental oxygen more easily accessible."

[brummy_git] 01/8/2023 07:01

Belluscura signs an eye-catching new distribution agreement with McKesson ($54bn mrkcap) in North America.

All the news here.

[cheshire] 27/7/2023 15:41

We will remind you of your 115p sale when Belluscura gets bought out. :-)

[faz] 24/7/2023 08:21

They sold 750 items in the last year (750 x2k - $1.5m). I dont know why they bother listing except to tap the market for money. They clearly dont have a unique product and are stuck with $10m worth of inventory. That could take years to shift, or lead to a significant write-down ie money wasted due to poor management. Fortunately I sold well over 115p in 2022; off my watchlist now.