Belluscura Share Discussion Threads

[babbler] 13/9/2023 10:05

Yup 40p was a nice gift today.

[888icb] 13/9/2023 09:38

This is the final paragraph of the IC Buy recommendation in this weeks magazine:
“ However, what is clear is that the group is at an inflexion point whereby the operational leverage of the business can really kick in. Indeed, the raft of orders and increasing earnings from the InnoMax royalty agreement should drive a sustainable move into cash profitability. To put this into perspective, based on 20,000 unit sales per year, forecast annual revenue of $28.8mn should generate cash profit of $1.5mn. However, double unit sales to 40,000 per year and cash profit soars ninefold to $13.4mn to produce earnings per share (EPS) of around 5p”
The fall this morning seems unjustified and it’s good to see the share price recovering as the morning progresses.

[brummy_git] 13/9/2023 07:29

It's all systems go at Belluscura

Find out here why.

[orbis] 08/9/2023 06:25

Recommended as a 'BUY' and a positive write up in this weeks Investors Chronicle in the 'Small Companies' section (page 48)

[buywell3] 04/9/2023 07:01

Breathing problems caused by a combination of being obese and having an underlying condition


The above is what the NHS currently have to say about home oxygen therapy regarding the use of supplemental oxygen at 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:


breathing problems caused by a combination of being obese and having an underlying condition

chronic obstructive pulmonary disease (COPD)

pulmonary fibrosis

heart failure

severe long-term asthma

pulmonary hypertension

cystic fibrosis




Hence because the numbers of people that are becoming obese are set to double by 2030 so too will the demand for home oxygen therapy



One Billion People Globally Estimated to be Living with Obesity by 2030

Call for Global Action Plan on Obesity at World Health Assembly in May 2022

The World Obesity Atlas 2022, published by the World Obesity Federation, predicts that one billion people globally, including 1 in 5 women and 1 in 7 men, will be living with obesity by 2030.

The findings highlight that countries will not only miss the 2025 WHO target to halt the rise in obesity at 2010 levels, but that the number of people with obesity is on course to double across the globe.

The greatest number of people living with obesity are in low- and middle-income countries (LMICs), with numbers more than doubling across all LMICs, and tripling in low income countries, compared to 2010.

[buywell3] 01/9/2023 07:14

--------- Obesity and the use of long term oxygen therapy (LTOT) ---------


The scale of the problem:

Today in the U.S. the percentage of Americans that are obese is 42%

The majority of the global population (51%, or over 4 billion people) will be living with either overweight or obesity by 2035 if current trends prevail. 1 in 4 people (nearly 2 billion) will have obesity.








When a person becomes obese


Long-term oxygen therapy (LTOT) is the therapy of choice for chronically hypoxic patients.

Considering that 42% of the US adult population is obese, it is no surprise that many patients prescribed LTOT are also overweight.

These patients, in addition to dealing with issues relating to the use of LTOT, must deal with the same problems that any other overweight individuals deal with, including overeating and exercising little.

The goal of LTOT is to provide patients with oxygen systems that allow them to comfortably complete activities of daily living.

But if the patient is also obese, these daily activities are often limited.

For patients, this can create a spiral into sedentary living where the less patients do, the less they can do, until eventually they are in a situation where they cannot be mobile and require mobility assistance.

For the home care provider, this creates ample opportunity to provide equipment. Oxygen therapy for a stationary patient is the easiest and most profitable form of therapy.

The availability of power wheelchairs, lifts, and other products developed to assist patients who cannot take care of themselves unassisted has grown with the growing obese population.

Treating the symptom and not the cause is a short-term solution, however.

The complications of a sedentary life ultimately progress to a point where the patient succumbs to one or several compounding diseases. The quality of life for the patient—and the cost to the health care system—is disastrous.

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


Options for Therapy

LTOT patients want lightweight, long-lasting portable oxygen systems.

They also want a fashionable, comfortable system.

The oxygen industry has responded, and there are currently several options available to consumers for portable oxygen therapy systems, yet due to economic issues, the choices actually offered to the patient have to date often been limited.

In addition many of the patients selecting a system are not well versed on the performance differences of portable oxygen systems and will take form over function when given the opportunity.

The home care provider needs to intervene and help patients find systems that meet their needs and are able to maintain the patients’ oxygen levels during activities of daily living.

These are more than simple resting prescriptions for LTOT.

With activity, many patients are not able to maintain proper oxygen blood saturation levels and will experience serious desaturation.

This results in shortness of breath, fatigue, and dizziness.

When patients experience these symptoms, they usually stop what they are doing and sit down until they feel comfortable.

For an obese patient, complications due to obesity often prevent exercise, even if the oxygen system is providing adequate oxygen delivery.

Osteoarthritis, back pain, swollen ankles, and overall poor muscle conditioning create challenges that can keep the patient from exercising.

The challenge for the respiratory therapist is not only to determine the appropriate oxygen system to use with the obese patient, but to monitor the oxygen levels during activity that the patient is capable of completing. ( NOMAD can do this )



Pulmonary rehabilitation clinicians, exercise physiologists, and other heath professionals can help determine the exercise capabilities of obese patients and help motivate them to exercise to their capacities with a focus on achieving progress in their active abilities.

If this is done properly, patients will begin to see progress and ideally will feel more comfortable about being more active.

Once there is an understanding that the patient can actually exercise with oxygen, small steps can be taken to increase the workload equal to the patient’s capabilities.

Over time, the patient might even start to lose weight and improve exercise capacity.






Can the Belluscura oxygen concentrators help obese people improve their quality of life ?



A new World Obesity Atlas report from the World Obesity Federation, published on World Obesity Day, predicts that 51% of the global population will be living with overweight or obesity by 2035 based on current trends.

Continued failure to improve prevention and treatment could contribute to a total economic impact of US$4.32 trillion by 2035 – nearly 3% of global GDP.

These new figures represent a significant increase on current levels and lend urgency to World Obesity Federation’s calls for the development of national obesity action plans around the world.


dyor

[buywell3] 31/8/2023 07:37

-- The use of Supplemental Oxygen with CPAP machine in the treatment of OSA --

OSA is Obstructive Sleep Apnea

Approximately one billion people, are estimated to have OSA.

Over the past four decades, obesity, the main risk factor for OSA, has risen in striking proportion worldwide.

In the past 5 years, the WHO estimates global obesity to affect almost two billion adults.

The current population challenges of obesity, in adults and in children, as well as an ageing population make the global burden of OSA a major contributor the future health of all populations.

Given the ongoing obesity epidemic, increases in prevalence are certain globally, and in particular in the two most populous nations, China and India.

These populations are at risk for increases in OSA even in the presence of more modest increases in BMI.

A second major risk factor for OSA is advanced age, as the prevalence of the ageing population and obesity increases, the vulnerability towards having OSA increases.



Approximately 1 billion of the world's population of 7.3 billion people, between the ages of 30 and 69 years, are estimated to have the most common type of sleep-disordered breathing, obstructive sleep apnea(OSA).

OSA prevalence is rising and affects all countries.

The increase in prevalence is driven by the global increase in obesity, the major risk factor, since 2020 Covid-19 and then Long Covid have increased the numbers of people becoming obese .

Obesity Rates Rise During Pandemic, Fueled By Stress, Job Loss, Sedentary Lifestyle





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The Complete Guide to Using CPAP with Oxygen



Last Updated: Tuesday, June 14th, 2022
Written By: David Repasky

Millions of men and women suffer from Sleep Apnea, and that means they may be at greater risk for serious medical issues, like heart attacks, strokes, obesity, depression and even accidents caused by too little sleep.
CPAP machines can offer an excellent solution for many of these problems, providing a steady stream of air that helps keep airways open and unobstructed during sleep.

But sometimes, CPAP alone may not be enough to treat an underlying medical condition or to prevent an existing condition from becoming worse. Often, these patients benefit from the addition of supplemental oxygen that’s delivered through their CPAP machine.

Interestingly, many Sleep Apnea patients – even those who have been using CPAP – are surprised to learn that CPAP is not the same as oxygen therapy. Since both CPAP therapy and supplemental oxygen deliver therapy air through masks, it’s easy to see how that confusion happens.

But if your doctor has suggested using CPAP with oxygen, if you have an underlying medical condition like heart or lung disease, or if you think oxygen might benefit your CPAP results, it’s important to know what makes CPAP machines different than oxygen, so you can make sure you’re getting the best therapy for your needs.

Is CPAP considered oxygen?
No. CPAP machines use a continual stream of air – the same mixture of oxygen, nitrogen and other elements in the air we normally breathe – to keep your airways open while you sleep. During CPAP therapy, a special mask delivers the stream of air directly to your airway to help prevent the soft tissues at the back of your throat from collapsing.

It’s these intermittent periods of collapse that interfere with normal breathing, producing the interruptions in breathing that are the hallmark of Sleep Apnea.

While CPAP delivers “normal” air, oxygen therapy focuses only on the delivery of pure oxygen. Patients with certain types of health problems, including Sleep Apnea, other breathing disorders, and heart disease, often benefit from added oxygen to provide cells and organs with the enriched air they need to improve the way they function.

Like CPAP, oxygen is delivered through a mask. Oxygen can be stored in a pressurized tank or, more frequently, it can be taken directly from the surrounding air using a concentrator. The concentrator uses filters to remove other elements and impurities from the air, so only pure oxygen is delivered.

What is the difference between CPAP and oxygen?
In addition to the “type” of air each therapy delivers, CPAP and oxygen therapy can be used to treat different types of disorders and diseases.

CPAP
CPAP, or continuous positive airway pressure, is a therapy that was developed specifically to treat Sleep Apnea (sometimes called Obstructive Sleep Apnea or OSA). CPAP works by providing a gentle and continuous stream or “force” or air to your airway while you sleep. As this gently pressurized air passes through your airway, it helps to keep the airway open – particularly the airway at the back of your throat.

In people with Sleep Apnea, these soft tissues “over-relax” during sleep, dropping down into the airway and temporarily blocking normal breathing. The flow of air provides just enough pressure to help keep the soft tissues “in place,” so the airway remains open, and you can breathe normally.

Oxygen
Oxygen therapy delivers only pure oxygen, and it’s typically used to treat patients who have specific medical conditions that result in low oxygen levels in the blood, including people with:

congestive heart failure
emphysema
lung cancer or other lung diseases
chronic obstructive pulmonary disease (COPD)
other conditions (like Sleep Apnea) that cause low levels of circulating oxygen during sleep
Your cells and organs depend on a certain level of oxygen to function. Supplemental oxygen can provide additional oxygen when your breathing is hampered by a disease or medical condition like Sleep Apnea.

Can you use oxygen with CPAP?
Yes. Many patients benefit from adding oxygen to CPAP. Your doctor will be able to determine if CPAP with oxygen could be beneficial for you based on your medical history and other factors.

How to connect oxygen to a CPAP machine
If you use a CPAP device, adding oxygen to CPAP therapy is a relatively simple process. Both the CPAP airstream and the oxygen come in through the same mask. Depending on the oxygen delivery system you have, you may need to use an adapter (with or without an additional one-way valve) to connect the oxygen supply line with the tubing used by your CPAP device, or your mask may have a special adapter built into its design.

Be sure to read and follow the directions provided with your oxygen supply unit, or call CPAP.com at 1-800-356-5221 and ask a member of our team for assistance.

There are other precautions you need to follow when using oxygen with CPAP. For instance, you should not smoke around an oxygen supply device, and you should also keep your device away from heat. Most units also instruct you not to turn the CPAP device off while oxygen is in use. In most cases:

you should not turn the oxygen unit on until the CPAP unit is already running; and,
you should turn the oxygen unit off before you turn off the CPAP machine.
Your oxygen system will provide you with specific instructions for your unit.

My CPAP unit has a humidifier. Can I still use oxygen?
Yes, CPAP units that have humidifiers built in to moisturize the air can still use supplemental oxygen. The oxygen unit will be connected in the same manner, using the guidelines provided by your oxygen device manufacturer.

Can I use a BiPAP machine with oxygen?
Yes, you can use a BiPAP machine with oxygen. As when using oxygen with CPAP, the oxygen will come in through the same mask you use for your BiPAP therapy. You may need a separate adapter to connect the tubing of both devices, or your mask may have a built-in adapter. Your oxygen unit will provide you with complete instructions for hooking the oxygen up to your BiPAP device.

Can you use oxygen to treat Sleep Apnea?
Some studies have shown that oxygen alone can be beneficial for patients with Sleep Apnea, while other patients may not need additional oxygen to gain the benefits from CPAP. As a standalone treatment, oxygen delivery typically is not enough to keep the airway at the back of the throat open. This means that even though oxygen is flowing through a mask or cannula, you’ll still experience breathing interruptions – and much of the oxygen will wind up not being inhaled.

CPAP uses a more forceful (but still gentle) stream of air that “triggers” the muscles at the back of the throat to remain more “taut,” preventing the soft tissue from dropping into the throat and “cutting off” air.

Benefits of adding oxygen to CPAP
When the airway “collapses” during a Sleep Apnea event, you aren’t able to breathe in air as you usually do while awake. That means your organs – particularly your heart and brain – and other tissues aren’t receiving the average levels of oxygen they need to stay healthy and work the way they should.

Over time, the breathing interruptions and lower levels of oxygen associated with Sleep Apnea can contribute to serious medical problems, including heart disease and cardiovascular events like heart attacks. When you use CPAP with oxygen, you reap two main benefits:

The CPAP device and delivery system help keep your airway open for normal breathing while you sleep, and they also allow you to breathe in more of the supplemental oxygen.
The supplemental oxygen provides your body with the extra oxygen it needs to function normally.
Not everyone who has Sleep Apnea will need supplemental oxygen. Your doctor will be able to determine if adding oxygen to CPAP makes sense for you and your medical needs.

Learn more about using CPAP with oxygen.
If you’d like to find out more about combining CPAP with oxygen therapy, or if you’d like more information about CPAP units, masks or supplies, if you have insurance questions, or if you just want to learn more about CPAP and its benefits, we can help. Check out our blog and sign up for our newsletter for up-to-date information about CPAP and Sleep Apnea, and to receive special offers and discounts on equipment and supplies.


David Repasky

David Repasky has been using CPAP treatment since 2017 and has first-hand experience with what it's like to live with Sleep Apnea.
He brings the patient's perspective to the CPAP.com blog and has received formal training in CPAP machines, masks, and equipment.




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buywell adds

As the global burden of OSA and its associated comorbidities are projected to further increase, the infrastructure to diagnose and manage OSA will need to adapt. The use of novel approaches such as electronic health records and artificial intelligence to stratify risk, diagnose and affect treatment are necessary.

IMO the Belluscura NOMAD App and the new version soon to be released could be used both to monitor and to control the SO2 levels in a sleeping patient that has been diagnosed by their doctor as needing supplemental oxygen together with their CPAP machine

The Belluscura oxygen concentrators can be set to various oxygen concentration levels

This IMO means that the possibility that just one Belluscura oxygen concentrator together with NOMAD may well be able to be used in the treatment of OSA sufferers that need supplemental oxygen


dyor

[cheshire] 31/8/2023 06:54

If you see where the BELL price has been since the initial float it's no surprise that some pi's are taking profits if they have been under water for some time. Once the news has been digested by the financial press we may well see the share price returning to previous highs. September traditionally is a time when the city gets back to making money and new investors will appear , particularly for under valued stock.

[iamthemagnificent] 30/8/2023 11:38

Careful guys, Firestorm911 has a 140p average here as he bought on the spike last year. He's a BELL-end !

Sellers dumping at 46-47p. Volumes ground to a halt.

[firestorm911] 30/8/2023 11:12

I bought circa 50K last week, when it went down to 38p-42p. Loads of buys at 40.2p.

On that same day big trade late on at 44p.

[buywell3] 30/8/2023 08:24

free stock charts from uk.advfn.com



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

[buywell3] 30/8/2023 08:13

Ref the financial impact of this RNS --- buywell opines:


Under the terms of the ten-year Agreement, effective from 1 October 2023, Belluscura is to receive annually increasing minimum cumulative royalties over the term of the Agreement. In addition to receiving royalties on licensed products (subject to annually increasing minimum amounts), Belluscura will receive a share of the net profits on sales of accessories.



The Agreement will be exclusive for a minimum of 5 years, though if minimum sales quantities are not achieved, Belluscura and InnoMax can mutually agree to grant InnoMax a non-exclusive license for the remainder of the term. Minimum cumulative royalties over the term of the Agreement will therefore range from $27.5m if the license is converted to non-exclusive from year 6 and up to $55m in cumulative royalties if the license remains exclusive for the entire term.

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

buywell adds_

There are just shy of 135.67 Million Belluscura shares in issue according to FT


$27.5 Million and $55 Million as stated in the RNS equate to 16p or 32p a BELL share





On top of this BELL already have a US order for 6,500 in the bag

Today's announcement follows news earlier this month that Belluscura has received purchase orders for over 6,500 of its DISCOV-R portable device for the US market, which the Company plans a controlled roll out of in Q3 and into 2024 to meet growing demand for the device amid substantial interest from medical device distributors, retailers, patients and durable medical equipment providers, among others.

buywell adds

That US order alone should equate to around $12M to 13M of revenue and looks set to rise in America due to increasing interest in the Belluscura products which have the NOMAD App


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



China is a much BIGGER market than the US for oxygen concentrators

From the RNS

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

"I am very excited to build and strengthen our relationship with InnoMax.

An estimated 100 million people suffer from COPD in China alone, approximately six times the number of patients in the US, demonstrating the need for oxygen therapy in China and associated Territories.

This agreement provides the basis for an extremely financially beneficial partnership for both companies as we jointly broaden the reach of Belluscura's next-generation technology."



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


All of the above is to date , looking at the COPD market for the Belluscura products


As yet the Long Covid and Sleep Apnea markets (using a Belluscura product as a CPAP)
have not IMO been factored in

IMO these additional markets combined could be larger than the COPD market as the lung/heart/organ damage and effects of Long Covid are further realized




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


Soon there will be approval news from the EU for Belluscura devices

Existing BIG named EU Health Service providers of oxygen concentrators are currently talking to Belluscura to distribute their products

More news on that also coming soon


dyor imo





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

[buywell3] 30/8/2023 07:20

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

[babbler] 30/8/2023 07:17

Would help if they did a proper spread not advertised one. Buys at 47.5 down as sells. Ridiculous really they put the spread as 53 46

[brummy_git] 30/8/2023 07:06

A game-changing $55m licensing deal announced today by portable oxygen concentrator developer Belluscura.

All the details here

[babbler] 30/8/2023 07:05

Can't believe this is still valued here at 50m quid odd. (Advfn value is wrong so probably putting some off)

[dr kuntz] 30/8/2023 07:01

look at the spread

[texas boy] 30/8/2023 06:59

Wish I could sell some dogs and buy here.

[texas boy] 30/8/2023 06:58

they are asking for premium pre market

[texas boy] 30/8/2023 06:57

let us price actions

[texas boy] 30/8/2023 06:56

$70m contract ? and mcap £55m. MMS suppressing the mcap here.

[gonuts1] 30/8/2023 06:55

could go boom.