Lidco Share Discussion Threads

[buywell2] 12/3/2019 17:23

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[7767] 12/3/2019 14:08

There must still be an overhang in the market, 350,000 bought has not affected the price.

[buywell2] 12/3/2019 10:56

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[buywell2] 12/3/2019 09:56

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[buywell2] 12/3/2019 09:47

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[pugugly] 12/3/2019 07:50

Link to new Latin America distributor - Small but looks experienced - However (imo) they may well need to gear up on staff -

[buywell2] 12/3/2019 06:53

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[7767] 11/3/2019 08:50

Matt Sassone stated last year that he would not be announcing individual HUP sign ups, but something was needed following the forced selling of 5mil shares.

[buywell2] 10/3/2019 20:39

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[buywell2] 08/3/2019 14:25

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[schloo] 08/3/2019 11:16

Buywell

New HUP deal is good news and a second one was flagged in the trading update so they may get that over the line before or in time for results. Also agree that sepsis is a big, nasty and expensive problem. Haemodynamic monitoring should be able to make a big difference through guiding preventative strategies, through early identification of its onset and through treating it so focus own this area will raise the prospects for all the players.

FLOELA, however, is not as straightforward as you suggest. You note that there is "clinician discretion on choice of cardiac output monitor" meaning that NICE, if they do anything, will only be able to recommend generic cardiac output monitoring, not specifically Lidco as suggested by you. In practice the clinicians have a choice of Lidco, Deltex and Edwards technologies and the protocols do not permit any analysis of differential results between the three. Also the protocol is asking for a 10% change stroke volume optimisation intervention: in surgery ALL the positive results for this strategy are with the Deltex technology and ALL the trials with either Edwards or Lidco have failed to get a positive result between them. This FLOELA trial looks like a good ploy by LID and Edwards to finally get a good result in surgery by piggy-backing on the Deltex technology. Deltex must be hoping that NICE, who have said they will look at FLOELA results, will call their bluffs. In my view it could go either way but whole market needs a good result from the trial so fingers crossed most of them use the Deltex device.

Keep up the good work but please be careful with the facts.

[7767] 08/3/2019 10:21

I think there is still an overhang hence mm's selling below offer. If they raise price too early penny pinchers will sell into and the mm's will have more excess stock. IMHO

[pugugly] 08/3/2019 08:56

buywell2 - Please please hold fire for a moment - U are pushing price up too fast - virtually no stock available at current prices.

[buywell2] 08/3/2019 08:52

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[buywell2] 08/3/2019 07:31

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[buywell2] 08/3/2019 07:22

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[buywell2] 07/3/2019 15:35

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[buywell2] 07/3/2019 14:00

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[buywell2] 07/3/2019 03:10

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[buywell2] 06/3/2019 14:48

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[pugugly] 06/3/2019 14:31

MB- I have reported to ADVFN help thread as below - Hopefully we will get an answer
"Do you have a problem with showing trades on NEX this morning.
Re multibagger
5 Mar '19 - 18:57 - 20 of 24 on the thread-

His trade was showing late reported this morning as a trade on NEX at volume and price advised in his post 20 on above thread -
"I took 420k@3.45p but still not showing up." BUT NO NEX TRADES NOW SHOWING FOR EITHER THE 5TH OR TODAY - Help us both please.

[multibagger] 06/3/2019 13:12

Hi Pugugly,

I can't seem to be able to see the trade on NEX - are you able to post a link please ? TIA

[pugugly] 06/3/2019 08:31

Morning MB> Your buy just posted late this morning on NEX - I was only able to pick up 175K and had to pay 3.575 - I think you may have cleared out the last of the City Financial Stock!!
Trust you are right about CYAN - Got in too early on the way down - I like the technolgy but concerned about India - Agree a vast market but difficult to make and repatriate profits (imo)

[multibagger] 06/3/2019 07:48

Good morning all and many thanks Buywell2 for sharing your research - much appreciated ! As you say, a number of irons / potential revenue streams building up from a trickle in the next 18-24 months.However, progress and displacement of the incumbent technology takes time and I appreciate the need for patience.

The reasons in healthcare often being 2 fold -

Firstly, frontline line intensivists/anaesthetists need to be exposed to new tech at conferences/workshops and undergo training etc before they feel confident about requesting their hospitals to change supplier. Particularly in high pressure settings where there is very high cognitive overload like ICUs/HDUs etc, staff work on autopilot (reducing the need to think thru' every small decision) - so there has to be a compelling clinical reason to switch from incumbent technology that they are familiar with. Equally, once they switch, they effectively become a "captive market".

Secondly, there is the financial imperative for insurers (in foreign countries) and hospitals in general to provide more cost effective care. In the NHS with its funding constraints and higher levels of clinical complexity (we are dealing with a much older population in general, cost minimisation measures are always being looked at - though the bureaucratic process to change procurement is mind boggling and long drawn out). Thankfully we haven't had Chris Grayling chance his luck in the NHS so far....then who knows ? !!

Good luck all :)


O/T:
Take a look at CYAN where once again we have a bombed out share. I get the feeling that the market is grossly misreading the situation and the next 18-24 months is likely to be transformational for the company. DoI: I hold a decent number of CYAN shares.