Deltex Medical Share Discussion Threads

[nobbygnome] 24/3/2020 11:30

Labcorp are well known for ripping people off. There was a test associated with the drug I worked on which cost $500!

Anyway back to DEMG. Anyone agree with me it is about to take off?

[gbenson1] 24/3/2020 11:28

American company LABCORP charging $51 per Covid test for results in 2-3 days, no wonder the testing is low.

[nobbygnome] 24/3/2020 11:02

About to take off for the reason ramnik says above. LID did it yesterday and I think DEMG will today....

[ramnik007] 23/3/2020 17:45

treatment of Corona patients in ICU require three main elements in the treatment of patients : oxygenation, ventilation, and fluid management. Let's hope Deltex can do it's bit in the current crisis.

[mrc2u] 20/3/2020 16:21

I have raised several times the effectiveness, quantity and age of DEMG's non-executive directorsThis would seem like as good a time as any to address this as 60% (3) of them are not supposed to leave their homes for the next several months and so will be definitely useless on top of probably or demonstrably soMrC (in the 0.6% mortality band if I lived in Italy)

[janatha] 20/3/2020 12:13

gbenson1

Agreed.

[gbenson1] 20/3/2020 11:49

I honestly think the market is going to have a bounce from here, just wish I had some available cash as these are a bargain for a short/mid term hold, imho

[arf dysg] 18/3/2020 11:44

Oooooooooooooooooooooh dear.

[chrisdgb] 16/3/2020 08:34

I think focus of spending on health sector will be a positive......

[gbenson1] 16/3/2020 08:27

Difficult to predict I'm afraid, positivity that we are in the medical space, but negativity as the emphasis, rightly so, seems to be on finding a cure for Covid-19 and procurement of ventilators. Travel sector getting hit badly this morning.

[janatha] 16/3/2020 08:09

Anyone have any thoughts on how virus will effect DM positively or negatively?

[gbenson1] 12/3/2020 13:49

Reference holdings RNS today, they have increased their holding by 4.5m shares since last Sep, the shares previously notified were options granted to an employee. Is this the old CEO?

[buywell3] 12/3/2020 00:34

Wonder if LID might offer 1 LID for 6 DEMG ?

Would be generous with hindsight if the new NOMAD puts a decent note out that send LID back to 10p with a forward target of 20p plus


------------ RNS and a new LID NOMAD , N+1 Singer ---------------



It is to be hoped that the new NOMAD , N+1 Singer will produce some decent new research notes to promote LiDCO and to show how their HUP initiatives are bearing fruit.

A new forward looking LiDCO share price prediction will IMO follow to reflect recent acquisitions of smaller companies involved in the manufacture of Hemodynamic Monitors. Companies it should be noted that did not currently supply the NHS with 60% of its Hemodynamic Monitors as LiDCO does, plus recent increased HUP sales and sales into China.

Companies that did not have a China based Hemodynamic Monitor manufacturing facility , as LiDCO has.


Covid -19 developments that buywell has eluded to in recent posts will one would think factor quite highly in such.


----------- The WHO has just declared Covid -19 a pandemic -----------

The new chancellor of the exchequer in the budget announcement, regarding the coming fight against Covid-19 has just announced :

The NHS will get

1) Whatever it needs
2) Whatever it costs


buywell recent posts has stated where this fight to save lives will take place , the battlefield will be in Hospital Intensive Care Units ( ICU's).

This is where around 15% of patients that develop viral pneumonia , then circa 5% that develop septic shock and sepsis following on from viral pneumonia , will have to be treated.

buywell believes the monies to buy Hmodynamic Monitoring equipment , which LiDCO has clinically showed to save lives in such circumstances , has been paid for by anaesthetists.

Stats improvements in lives saved, reduction in length of stay (LOS) , and reduced complications stats , have to the best of my knowledge NOT been shown against the anaesthetists who bought and paid for the Hemodynamic Monitors but have shown improved stats for other parts of the Hospital.

The NHS as we all know is now very stats driven

In Italy ICU's are struggling to cope with the Covid-19 burden being placed upon them

Germany has just announced it expects circa 60% of its population to acquire Covid-19

The junior minister for health Narine Dorries has just acquired it herself


buywell expects many other members of the government will also acquire it, some of the elder ones will get treated in ICU's.

The time is therefore ripe for the NHS to purchase Hemodynamic Monitoring equipment in those Hospitals and Trusts where monies have been too tight to allow its purchase, the chancellor has just stated '' whatever the cost ''

LiDCO buywell thinks , will be revisiting ALL Hospitals and Trusts to explain once more the merits of using their equipment via their HUP deal ( costs spread over 3 to 5 years) , with a list showing all those 25% of NHS Hospitals that have to date now switched to such a deal (HUP) with an NHS contact name , so that they can be referenced to gain relevant data regarding the NHS benefits to patients from the NHS horses mouth.

Important:

The use of Hemodynamic Monitoring in sepsis and septic shock has very clearly been clinically demonstrated




Covid-19 will at some point have a vaccine made to fight against it, maybe 12 to 18 months away.

Other Coronaviruses are on the way however which will have similar symptoms , viral pneumonia , septic shock and sepsis.

buywell's point being :

The purchase of Hemodynamic Monitoring units now to fight Covid-19 will NOT be wasted once it goes away.

IMO LiDCO could receive many orders from around the world as death rates look set to rise due to a lack of ICU hospital beds and a lack of Hemodynamic Monitors.


dyor

[chrisdgb] 04/3/2020 09:35

I am convinced we will get picked off at these levels............

[gbenson1] 02/3/2020 08:15

Thanks for your wonderful research, just wondered what your motivation was for this amazing insight, the term apples and pears is ringing in my ears!!

[dj trading] 29/2/2020 11:02

Just been looking at trends between Lidco and Deltex. In the UK, Lidco have been flat for a few years whilst Deltex have seen a significant decline. In the US both have been flatish with Deltex selling close to double in 2016 and 2017 but gap closing in 2018 and revenue for both about the same in 1H19. These differences are reflected in valuations with LID MC at £13m and Deltex £6m with both running a small loss currently.

As a medical layperson, I thought Deltex had a significant advantage particularly in the UK with the support of NICE and various other worldwide healthcare bodies. However, the UK numbers don't support this. So is the issue ease of use, price/patient, marketing, competition from the big boys (Edwards) or something else?

Details UK - consumables revenue £k/annum
---Deltex--Lidco
2015 2515 2983
2016 1865 3131
2017 1354 3383
2018 1051 3108
1H19 441 1369

Details UK - Monitors revenue £k/annum
---Deltex Lidco
2015 84 279
2016 65 336
2017 92 686
2018 5 378
1H19 19 221
note charging method may differ between companies

Details USA - consumables revenue £k/annum
----Deltex Lidco
2015 1333 976
2016 1869 881
2017 1872 849
2018 1534 1267
1H19 719 771

Details USA - Monitors revenue £k/annum
---Deltex Lidco
2015 141 86
2016 45 295
2017 117 497
2018 17 102
1H19 0 112
note charging method may differ between companies

dyor

[janatha] 28/2/2020 13:18

Nice volume.

I will definitely top up on Monday at these levels.

[doglover2003] 27/2/2020 20:00

Nigel Keen

hxxps://innovation.ox.ac.uk/about/people/keen-nigel/

[gbenson1] 27/2/2020 12:27

Still the safe haven I was talking about. Can anybody throw any light on the 100k sell from yesterday which now appear today twice in black, does this cancel out yesterday's sell?

[gbenson1] 24/2/2020 15:48

Nice to see a few buys today. #DEMGASAFEHAVENFROMTHEFTSEDROP

[mrc2u] 21/2/2020 12:48

Don't know, but hopefully a couple of months earlier than last couple of yearsThe story is pretty simple: cash generating, profitable on a meaningful measure, growth set to come from X, Y, Z which ought to include new products, new business models, USAWould also be good to see some freshening up of the Board and advisers both to drive growth and an exit. Share price should have a good run even without this, but with it could have a great run MrC

[janatha] 21/2/2020 12:36

When are final results coming out?

[gumption] 15/2/2020 16:22

No criticism of Andy Mears intended btw - I’m sure he’s doing the best he can.