Deltex Medical Share Discussion Threads

[schloo] 28/6/2019 10:37

The idea of buywell thinking is a strange oneBuywell has been busy for months trying to persuade people to buy LID, a listed loss making company, even though 'buywell NEVER thinks buying a listed loss making company makes financial sense'Bizarre

[mrc2u] 28/6/2019 10:11

MrC thinks gary38 is welcome

[janatha] 28/6/2019 10:10

gary38

Agreed. Would be tempted to buy some more if share price drops much further.

[gary38] 28/6/2019 10:05

Apologies to all on here,l see good long term investment and looking into buying shares here.

[mrc2u] 28/6/2019 09:59

MrC thinks people talking about themselves in the third person may be deranged

[schloo] 28/6/2019 09:47

MyositeNo surprise that you avoided the questionIt might be interesting to have a debate about why doctors and the hospitals they work in feel they can ignore the ODM evidence, NICE guidance and so on or, more importantly, what can be done to ensure patients get the benefit of evidence based best practice. But the real question here comes from Buywell's misleading twaddle about NICE. Within the next year or so NICE is going to update its current guidance on ODM within a new broad scope clinical Guideline. This will mean them looking again at the evidence for intra-operative ODM, which is now even stronger than last time they looked so is likely to be positive, even if the guidance is widely ignored.It will also mean them looking for the first time at the evidence for intra-operative use of alternative technologies including LID. There must be a risk, given any objective evaluation of the randomised controlled trials, that NICE will recommend that some or all such technologies not be used for intra-operative haemodynamic Optimisation. There must be a fair chance that negative recommendation on a technology from NICE will be very damaging even if a positive one is not much help.So, in trying to undermine DEMG, Buywell has highlighted one of its strengths and a potential existential weakness in the LID story he is ramping.So what? Bye bye BuywellPS I actually quite like the LID story and think HUP is a great idea. It's technology is, however, not the same as DEMG's and is best positioned accordingly

[buywell3] 28/6/2019 09:46

gbenson

It has been mentioned by some posters on here ... they might have edited out what they have said , but some might recall. They said:

That LiDCO might be interested in acquiring Deltex Medical

Perhaps that is why the share price has lifted from less than one penny to today's a penny and a bit.

Up to the present time buywell has stayed silent on this issue as to me it was just smoke and mirrors talk, typical rampers banter to get the price up.

buywell believes that the IP of Deltex Medical is not now worth anything as it is outdated , well over 20 years old and things have moved on.

Also since DEMG is losing NHS market share and has been doing so for years to LiDCO and other Hemodynamic suppliers to the NHS , the rationale does not make sense.

And LiDCO is now going great guns in the USA with it's HUP offering as can be seen in Q1 numbers recently released on the LiDCO thread. Whilst DEMG has gone into reverse in the USA.

Plus DEMG is loss making and always has been based upon published results.

for the record

buywell NEVER thinks buying a listed loss making company makes financial sense and would never support such a move, regardless of who that company was.

[gbenson1] 28/6/2019 07:51

Bye well, I can't understand why your posting here, why don't you channel your energy and try and come up with some interesting facts or cut and paste articles that might impress your readers on your beloved Lidco thread!!

[myosite] 27/6/2019 21:51

Schloo
As you understand the data what do you think about using Bayesian analysis for the type of study you are talking about?

Please though answer this directly especially as you appear to be in the know - why are users appearing to have withdrawn support for using the ODM despite being informed by the market of its qualities and similarly why are investors ignore “evidence based” reasons. Is some of the problem that This story has been running for decades without riches to us investors? IMO this cycle of evidence vs sales has seriously damaged confidence in this segment of the market. The biggest clue is why the share price declines when studies are informed to the market by RNS

[schloo] 27/6/2019 18:06

Ah - so you have moved away from trying to re-fight an old battle based on stuff you have made up about NICE

Now you are back to another old battle and are just as wrong

Yes DEMG UK sales were down last year, by 22% and there were very few monitor sales, consistent with DEMG's long established business model. But your beloved LID's UK monitor sales last year were down 45%

DEMG's loss was £1.3m last year, but LID's was £2.1m. But DEMG did almost all their losing in the first half (£1.2m before tax v 1.3m full year) and lost less than £0.1m in second half. Given distribution of cost reductions, it is clear DEMG are were trading profitably

Poor old LID lost £0.9m in second half which is nearly 10 times as much as DEMG

What is your point?

Don't understand why you don't just get on with trying to ramp LID on the LID boards rather than come over here and trolling DEMG with utter nonsense. I would guess that the last time any punter sold one of these companies to buy the other was over a decade ago so you really are wasting your time

[buywell3] 27/6/2019 16:41

NHS sales of probes and monitors has tanked and the last boss left the company


In the last results 25th April 2019 Deltex made a Loss of 1.262M


So talk on here of profits is disingenuous IMO

IMO the NHS are cutting back on buying DEMG monitors DRASTICALLY only 5 monitors purchased in the 2018 results.


Deltex made a LOSS of 1.262M

As published April 26th 2019 in the results.

[myosite] 27/6/2019 11:17

Schloo
Look on pubmed
Don’t confuse your blind passion for DEMG for the truth

[arf dysg] 27/6/2019 10:40

manc10 (10064): yes wrong thread good luck to all


I hate to cast aspersions, but maybe EVERY thread which you post on is the wrong thread.

[schloo] 27/6/2019 10:37

Buy well

Copy below of my post 9654 of 21 December 2018

"Didn't take long and now you are making it up yet again, Buywell.

NICE say they PROPOSE to withdraw the guidance, not the recommendations. The recommendations are to be incorporated in a new piece of guidance. They have not yet withdrawn the guidance and the recommendations will survive such withdrawal. Both guidance and recommendations are current.

You imply that being on the static list is somehow a bad thing for Deltex. Once again, you are making stuff up purely so you can troll. On its medical technologies guidance home page, NICE makes it clear what this really means:

"Static list
We regularly review our medical technologies guidance. If there is no new research or evidence available that would have a material effect on a piece of current guidance, it gets moved to the static list.

If new evidence becomes available, the guidance can be transferred back to the active list for further appraisal."

This is absolutely clear. The guidance is still in force and has not been changed in any way.

None of the new evidence since NICE recommended CardioQ-ODM has had a material effect on the current guidance which stays in place, as do the recommendations. As the biggest ever trial of ODM, the Spanish FEDORA study earlier this year, showed NICE were absolutely spot on in the first place, this seems only sensible.

Your implication that Deltex are being deceitful in still displaying links to the NICE guidance is as idiotic as the other stuff you have been making up. You are a dishonest, pathetic loser trying to make up fake news. Suggest you go into politics."

[schloo] 27/6/2019 10:31

Myosite

'You need to know and understand the clinical evidence before using it in a financial forum especially if misquoting it'

Precisely. I do. Do you?

DEMG's tech is proven to work in surgery

LID's tech is proven to NOT work in surgery

Which randomised controlled trials using the LID technology on patients undergoing surgery do you either not know or not understand?

[buywell3] 27/6/2019 09:23

Smithie6

When you have read my last link read:



note

We reviewed this guidance in May 2017.
We propose to withdraw the guidance and incorporate the recommendations into NICE's guideline on perioperative care.
Readers of the current guidance should be aware that CardioQ-ODM has been superseded by CardioQ-ODM+ and that the analysis on costs and potential savings in the current guidance may be subject to local pathway changes.
Further information is in the review proposal and review decision documents.



So currently mtg3 guidance has been withdrawn



Which is why IMO NHS sales of probes and monitors has tanked and the last boss left the company



In the last results 25th April 2019 Deltex made a Loss of 1.262M


So talk on here of profits is disingenuous IMO

[myosite] 27/6/2019 09:19

Schloo
You need to know and understand the clinical evidence before using it in a financial forum especially if misquoting it.
Most of the evidence for the common medical devices estimating fluid volume used intraoperatively have a positive effect on outcome - ie it is technology agnostic - looking at the lid website there are a good number peer reviewed trials to support its use - as there are now also appearing on the Edwards website too

[buywell3] 27/6/2019 08:36

Smithie6
26 Jun '19 - 17:28 - 10068 of 10072


First of all read through this for background info: note Date completed: 15/03/16

Original NICE guidance on mtg3 was published in 2011

[gary38] 27/6/2019 08:33

In a bear trend ,back to 1.2p

[sidam] 27/6/2019 08:24

Price right on support on lower trend line, so next stop 2.5p

[gary38] 27/6/2019 08:06

Chart looking terrible could even fall through 1.2p