Deltex Medical Share Discussion Threads

[maxk] 07/4/2021 09:50

Perhaps Nobby should amend the header to be slightly more accurate?


From:

Deltex is a small but "growing" British company


to


Deltex is a small and "shrinking" British company

[bugsbunny10] 07/4/2021 09:40

Dead as a door nail here.

[janatha] 06/4/2021 12:55

Bought another 100,000 shares

[bugsbunny10] 30/3/2021 10:06

Not a single trade. What is going on here.

[bscuit] 29/3/2021 12:39

Note the reference to HSBC and a reduction in shareholding. I suspect a faulty RNS.

[gbenson1] 29/3/2021 12:04

Wasn't sure if this was DEMG, however it has our ISIN, only assume we've made an early part payment of a loan? Anyone anymore info!

[janatha] 29/3/2021 10:26

What does early purchase mean ?

[bugsbunny10] 25/3/2021 21:30

Nice to see some positive posts.

[mrc2u] 24/3/2021 10:04

Thanks and the pun alleviated the Boardom!Disagree re sale though. It is the only viable strategic option now market in hands of massive players only: Edwards, Masimo, Baxter plus token Euro, Getinge. No space for a small player but plenty of place for its best in class tech and its evidence base. 12p is the endgame but need a Board who want to play the game.MrC

[gbenson1] 24/3/2021 09:44

If trading pattern repeats itself, now Sp is 1.80 to buy, day traders will push it upto 2.2 region for their 10-20% gain. mrC2u agree we definitely need a change of a few bored (not a typo) members, the talk about a potential bid is just smoke & mirrors imho

[mrc2u] 24/3/2021 09:35

Whatever the exit timings, it is virtually negligent to get momentum into a share like this and then starve the market of news. Price now dripping away.Where are the results and why, as a minimum, has there not even been a notice of results yet?Desperately needs a new Chair to get a grip on the basics and then execute a sale.At north of 8p, preferably over 12p.MrC

[mrc2u] 23/3/2021 09:46

Think you are being optimistic on the timing of an offer which is more likely to be September or October when the new box should finally be ready and around time of interims.It would be nice to think they will do something (anything?) to try and get momentum into the share price before then, starting with the results, however dismal they may be and whenever they may bother to announce them.I bought some more DEMG with my LID gains last month and have a small reserve to buy more if it goes much below 2p. Still looking for north of 8p here, with 12p achievable with some change and energy to/from a tired Board.MrC

[nobbygnome] 23/3/2021 07:53

Still here and picked up some more at the end of last week. Obviously we will get the results at some point but the next news will be the significant takeover announcement and that will be it. The only question is what level will the bid be at.

[bugsbunny10] 23/3/2021 07:46

Any news!!!

[gbenson1] 18/3/2021 15:46

Seems to be a shift in investors, small 30-40k holdings sold out recently and being replaced by 300-400k holdings, bodes well for the future attracting larger holders??

[bugsbunny10] 16/3/2021 05:26

Would be nice to see some movement here.

[bugsbunny10] 10/3/2021 17:23

Have we not sold out yet!

[bugsbunny10] 05/3/2021 22:36

Only ODM+ has the Precision, concludes new Study- 1 March, 2021Direct comparison between three monitoring technologies says only ODM+ picks up outcome-determining haemodynamic changes. We've covered the RELIEF study on our news pages before, here. The paper, from Myles et al, was published in 2018 in the New England Journal of Medicine and can be found here. Now a new study into the RELIEF data has revealed even more compelling clinical implications.The RELIEF study compared restrictive and liberal intravenous fluid regimens during surgery and the subsequent 24-hours. Patients in the restrictive fluid group had a significantly higher incidence of acute kidney injury (AKI) than those in the liberal fluid group. This was striking because many had hitherto seen a restrictive regimen as a key tenet of an Enhanced Recovery After Surgery (ERAS) protocol. Indeed lead author Dr. Paul Myles is now calling for a change to the guidance for ERAS protocols. Listen to him discuss 'Restricted' versus 'Moderate Liberal' fluid regimens on TopMedTalk here.Haemodynamic study reinforces ODM+ monitoring accuracyIn the newly published study, Phan et al dug a little deeper into a subset of the original RELIEF data. It has now been published in the BJA here. The majority of patients in RELIEF had no form of haemodynamic monitoring. However a small group of 109 patients did and it was these patients who were analysed.The haemodynamic monitoring techniques utilised on these patients were the Oesophageal Doppler(ODM), Pulse Pressure Waveform Analysis (PPWA) and Plethysmography(PVI). Specifically, the investigators compared Stroke Volume(SV) and Cardiac Index(CI) data using the ODM and PPWA monitoring methodologies as well as PVI. In effect they asked whether the type of monitoring employed had identified the haemodynamic factors that dictate the known likelihood of fluid-related complications.Not all Haemodynamic Monitors spot AKI risk parameters, but ODM does.The findings provide powerful reinforcement for the monitoring accuracy of ODM. In this data set the ODM system identified significantly different SV and CI data from the restrictive and liberal groups. PPWA and PVI failed to do so. As the study says; "Arterial-pressure-based stroke volume and cardiac index did not differ, nor was there a significant difference in stroke volume variation, pulse pressure variation, or plethysmographic variability index."This of course provides reassurance for ODM+ users. The system's renowned accuracy was singularly able to detect changes in haemodynamic status that the RELIEF study tells us yield differences in outcome.

[bugsbunny10] 05/3/2021 22:35

Deltex Medical CEO, Andy Mears states; "Once more we see the power of ODM+. The system clearly measures Stroke Volume and Cardiac Index at a level of accuracy the other systems cannot. This matters because the RELIEF study concluded that one haemodynamic regimen resulted in higher AKI than the other. Only ODM+ is accurate enough to spot the difference."

[doglover2003] 05/3/2021 18:49

It is well known that NICE changed their recommendation for IOFM so that DEMG is no longer singled out as the favoured method to be used in serious cases.

Is any one aware of what new evidence has been adduced to support this change in advice?

[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