Deltex Medical Share Discussion Threads

[janatha] 01/3/2021 18:40

Schloo Thanks for that.

[nobbygnome] 01/3/2021 16:58

>> gbenson Well the results will be awful as we know from the trading statement so I am not sure they are of any relevance to the take over. It's just a matter of when......IMHO!

[gbenson1] 01/3/2021 16:14

If last years anything to go by full year results are due in about 2 months time - end of April. If there are companies looking to buy DEMG do they wait until the results are out, or strike before to get more of a bargain on the price, anyone any thoughts?

[schloo] 01/3/2021 15:39

Another interesting social media post from Deltex/Andy at hxxps://www.deltexmedical.com/news/only-odm-has-the-precision-concludes-new-study/ The study is rather arcane but it clearly differentiates between ODM which can and does detect haemodynamic changes that have a big bearing on patient outcomes and long term prospects and the PPWA (as used by Edwards and Lidco, just bought by Masimo) and PVI (recently bought by Baxter) technologies which can not and do not detect these critical changes The big boys, Edwards, Masimo, Getinge & Baxter have all spent vast sums backing horses that are not fit for purpose. One of them will buy DEMG before much longer: lets hope they do so against stiff competition from one or more of the others

[mrc2u] 26/2/2021 17:17

Trying to keep quieter on here having had my wrists slapped both on and off lineBut, they had good momentum for a spell there and totally failed to push out any news. As a minimum they could put a date out for results announcement and comment on surgical volumes. Amateurish!MrC

[gbenson1] 26/2/2021 16:27

Terrible week, seems the sellers are in the ascendancy!

[janatha] 25/2/2021 11:57

Huge backlog of elective surgeries to clear.

[schloo] 23/2/2021 07:08

Good news re recovery in surgical volumes from this morning's newsfeed: expect this to come through in DEMG's H1 performance "Elective surgeries, which dropped significantly in the US and European Union at the outset of the COVID-19 pandemic, are rebounding, and further growth is possible, according to an IQVIA MedTech Pulse Survey of hospital surgeons and executives in both regions conducted in monthly waves between March 24 and December 8, 2020. Concerns over shortages of personal protective equipment for health care professionals and critical patient care equipment led to temporary pauses in elective procedures when the pandemic began."

[gbenson1] 19/2/2021 13:16

Nice find schloo, I follow Andy Mears on twitter but he hasn't posted anything for almost a year!

[schloo] 19/2/2021 13:01

Interesting social media post just now from Andy copied below. Looks like the competition will have to stop the fantasy that completely different approaches to a problem are the same The regulators are, finally, catching up with this scam: scandalous really. I wonder how many hundreds of thousands of people have died early because NICE et al didn't have the intellectual rigour (aka balls) to actually assess the evidence bases for LID, Edwards, Cheetah and all? This is why they should buy DEMG and why it should be for a big price and why it should be soon "Tired of your evidence base being plagiarised by your competitor? Change is coming! Deltex, like so many other Life Science companies, is transitioning from MDD to MDR. In completing our Clinical Evaluation Report we finally see some upside to the increasing regulatory burden and cost. Here’s why: MDR will have a positive impact on us and many companies like us who continually have their clinical evidence plagiarised by competitors who claim ‘equivalence’ to support their own technologies… despite none existing. MDR clearly defines clinical equivalence as ‘the device is of similar design; is used under similar conditions of use; has similar specifications and properties including physicochemical properties such as intensity of energy, tensile strength, viscosity, surface characteristics, wavelength and software algorithms; uses similar deployment methods, where relevant; has similar principles of operation and critical performance requirements’. Therefore to those companies who have historically used the evidence base conducted on the Oesophageal Doppler Monitor to validate their own, very fundamentally different technologies, it’s now time to invest in building your own specific clinical evidence base. #EvidenceBasedMedicine #MDR #ODM #ABHI #NICE #lifescience"

[gbenson1] 19/2/2021 12:50

Spread really tight today 2.13 to sell and 2.20 to buy, 2nd day in a row they've dropped the price to 2.20 on the open without any trades for whatever reason? Somethings going on!

[bugsbunny10] 17/2/2021 15:08

Hopefully we get an offer soon.

[janatha] 17/2/2021 12:49

another million or so would take it through 2.6p.

[nobbygnome] 17/2/2021 09:11

Lidco? But then I'm confused because they no longer exist....

[nobbygnome] 17/2/2021 09:01

Sorry don't get what you mean Loserco?

[gbenson1] 17/2/2021 08:57

Look like some former Loserco shareholder trying to exit his large!! holding?

[nobbygnome] 16/2/2021 16:01

Cantors are up and down like a yo-yo; now back to 2.2p bid with apparently little bought again.

[gbenson1] 16/2/2021 13:47

Ah well 500,000 buy is better than nothing, nice to see a spike up in the Sp.

[nobbygnome] 16/2/2021 12:56

Interesting move up today on apparently little trade. A big delayed buy to come?

[bugsbunny10] 16/2/2021 09:06

Hopefully not long now until sellout.

[janatha] 12/2/2021 14:42

If mms want more stock they will need to lift share price by another 7-10%. Nobody selling at these levels.

[nobbygnome] 11/2/2021 08:12

So the real quotes are 2.175 bid and 2.225 offered so actually quite tight. The MMs play a funny old game sometimes....

[mrc2u] 10/2/2021 13:02

Anything less than 8p will be, literally, a sell out8p min, 12p max but need to make changes fast to get to top of range and do not show any appetite to do so