Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

MEDISYS - Massive potential (MDY)     

moneyman - 28 Aug 2003 21:59

medisys.gifPlease read these articles
http://boards.fool.co.uk/Message.asp?mid=7842473

http://www.advfn.com/cmn/fbb/thread.php3?id=3982666

http://www.medisys-group.com/Prelims_5_061202-1.pdf'

http://www.safetysyringesplus.com/info.htm

This has massive potential from products other than FUTURA which if it takes off will be the iceing on the cake.Let me give you the highlights from this Mays interims;

Financial Highlights

Financial performance improved significantly:

* Turnover increased by 9% to #20.1 million (2002: #18.4 million)

* Product sales increased by 25% on a constant US dollar exchange rate basis

* Earnings before interest, tax, depreciation and amortisation was #0.3
million (2002: EBITDA loss of #7.0 million, before exceptional items, as
restated)

* Gross margin 37% (2002: 33%)

* Selling, distribution and administration costs reduced to #4.8 million
(2002: #7.4 million before exceptional items)

* Profit before amortisation and research and development expenditure
#2.6 million (2002: loss of #0.8 million before exceptional items)

* Research and development expenditure #3.0 million (2002: #7.1 million,
as restated)

* Operating loss #1.3 million (2002: #9.2 million, before exceptional
items, as restated)

* Loss before tax #1.6 million (2002: #9.2 million, before exceptional
items, as restated)

* Loss per share 0.58p (2002: 2.58p, before exceptional items, as
restated)

Product Highlights

* Sales of existing products in line with expectations

- Sales of Assure range increased to #6.9 million (2002: #5.6 million)

- QuickTek sales to mail order market segment #2.6 million

- Sales of Futura Safety Scalpel #1.0 million in period

- Sales of Advance system #0.5 million in period

* Futura Safety Syringe and Flight disposable blood glucose monitoring
system remain on track for mid-2003 market launch

* Development of Spear capillary fill bio-sensor strip proceeding to
schedule.

Pretty impressive eh !!

Now since this we have had;

FDA approval for Hypogaurd

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=4778825&symbol=LSE%3AMDY

Futura passing final quality tests with Smiths

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5023328&symbol=LSE%3AMDY

A partnership with Walmart for Flight

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5194692&symbol=LSE%3AMDY

Launch of Spear

http://www.advfn.com/p.php?pid=nmona&cb=1064066532&article=5250424&symbol=LSE%3AMDY

Medisys "buy"

Monday, September 29, 2003 8:28:27 AM ET
Dryden Financial

LONDON, September 29 (New Ratings) Analyst I Broadhurst of Dryden Financial issues a "buy" rating on Medisys (MDY.L).

2003 New Ratings

Now this looks to me a company growing rapidly.The more I look into MDY the more confident I become of the potential rewards.These will not be instantaneous but will come over a period of time.Look at the turnaround in those figures posted above.Now that was in a recession.

http://www.charles-stanley.co.uk/content/SMI_oct03.pdf (see page 4)

http://www.research.reuters.co.uk/Research/Earnings.asp?ticker=MDY.L&country=GB&mxid=100068815&companyName=MEDISYS+PLC&sym=RE
VERY IMPORTANT MESSAGE TO ALL BUYERS/HOLDERS - PLEASE LISTEN

http://www.wallstreetreporter.com/profiles/Medisys.html

Happy1 - 24 Mar 2004 10:48 - 68 of 106

Looking very good today.After a 28% rise we had a bit of profot taking and are now firmly into an upward trend.

Happy1 - 25 Mar 2004 08:45 - 69 of 106

RNS Number:9201W
Medisys PLC
25 March 2004



For Immediate Release 25 March 2004


Medisys PLC
("Medisys" or "the Group")


FirstOrder For NewTek Blood Glucose Monitor Received From Wal-Mart


Further to the AGM Statement released earlier today, Medisys announces that it
has now received the first purchase order for its NewTek product from Wal-Mart,
the Group's exclusive USretail partner for the product.


The purchase order was received overnight and will be fulfilled from existing
inventory. It is anticipated that shipping will commence today.


Dave Conn, Chief Executive, commented: "The receipt of our first order from
Wal-Mart is a major milestone for the Group. NewTek is the first ever fully
integrated, disposable blood glucose monitoring system offering a new level of
convenience to the user. We are excited by its prospects as part of Wal-Mart's
well established ReliOn(R) brand, which offers value based products to their
diabetes customer."


- Ends -

Enquiries:


Medisys PLC 020 7563 5200
David Conn, Chief Executive Officer

Michael Barry, Chief Financial Officer



Happy1 - 29 Apr 2004 11:14 - 70 of 106

A very robust defence claim to the Roche problem !

Happy1 - 30 Apr 2004 12:52 - 71 of 106

Now we are opening up the diabetese market into Europe.Massive new revenue channels !

money magnet - 30 Apr 2004 13:05 - 72 of 106

Moving into Europe today ! The good news just keeps on coming !!!http://www.uk-wire.com/cgi-bin/articles/200404300700111754Y.html

Happy1 - 30 Apr 2004 13:20 - 73 of 106

We also have interims comming up and the $ has been strengthening against sterling. This will soon have a re-rating IMO.

Another snippet of news is that NMT have sorted the patent claim with RTI but are now unable to sell in the USA.Who will Roche now use ?

Less competition.Let the good times roll !

Happy1 - 02 May 2004 22:56 - 74 of 106

Techmark movers: Medisys up, Antisoma down

Fri 30 Apr 2004


LONDON (SHARECAST) - Medisys picked up after it received notification it can put the CE mark to its Advance Micro-draw blood glucose monitoring product which will allow it to market the product within the EU.

The company says it is selling the Advance Micro-draw product by the mail order in the US at present.

"Strategic partnership opportunities with suitable potential European marketing partners are currently being explored with a view to maximising market penetration of the product," it said.

Happy1 - 04 May 2004 22:48 - 75 of 106

Chart wise looks ripe for a positive breakout.

Happy1 - 21 May 2004 20:33 - 76 of 106

Thanks to Lisa

Roche's Taq patent held unenforceable for inequitable conduct
[Published: 20 May 2004 Source: Anti-Infective Drug News from Espicom]

Judge Walker of the US District Court in California has ruled that Roche's patent (No. 4,889, 818) covering Taq DNA polyermase is unenforceable due to inequitable conduct. The Judge also dismissed all four of Roche's breach of contract claims and sought additional evidence before making a conclusive ruling relating to the unenforceability of the PCR patents.

This case comprises a series of six intentional and material misrepresentations to the PTO as part of Roche's efforts to procure the patent, including the fabrication of data and experiments. In noting that the misstatements made by the patent applicants were both material and "made with intent to deceive the PTO," Judge Walker ruled that "the equities warrant a conclusion that the patentee has engaged in inequitable conduct . . . and the appropriate remedy is to hold unenforceable the patent obtained by inequitable conduct." The court then dismissed all of Roche's claims related to the Taq patent, rendering it unenforceable against Promega and the public, including the many healthcare institutions and universities using Taq in their research and clinical diagnostics testing.

In addition, the Court concluded that "the inequitable conduct that occurred during the prosecution of the '818 patent bears an immediate and necessary relation" to the Taq DNA polymerase license that Promega had entered into. On that basis, the Court dismissed all four of Roche's breach of contract claims.

************************

Have a great weekend one and all!

Lisa :)

Happy1 - 26 May 2004 00:01 - 77 of 106

I think in 6 months MDY will be in profit. Then the fireworks start. I am using the dips to add and feel that MDY is really turning itself around but has lost credibility.


A real shame but those that BUY and HOLD will be rewarded in the future.

At sub 10p a bargain not to be missed !

Happy1 - 26 May 2004 10:20 - 78 of 106

Now starting to recover.

Happy1 - 15 Jun 2004 21:51 - 79 of 106

Ideal time to add at this level.

Happy1 - 23 Jun 2004 11:13 - 80 of 106

nigel_man - 23 Jun'04 - 10:48 - 13069 of 13073


US Distributor of Futura Safety Syringe - Briggs Corporation?
see catalog entries for Futura 3cc syringes.

http://www.briggscorp.com/e2wItemQuickSearch.aspx?searchText=futura%20safety%20syringe

Happy1 - 24 Jun 2004 22:43 - 81 of 106

New distributor of NewTek and Hypoguard range outside of the US - Artic Medical!!!

http://www.amlonline.com/MainSite/html/news.html
http://www.amlonline.com/MainSite/index.html
http://www.amlonline.com/MainSite/html/diabetes_care.html

Happy1 - 25 Jun 2004 19:59 - 82 of 106

Confirmation of sales through Walmart

http://www.diabetesnet.com/diabetes_technology/blood_glucose_meters.php

Happy1 - 07 Jul 2004 19:54 - 83 of 106

Ingles Manor
Castle Hill Avenue
Folkestone
Kent, CT20 2RD, UK

Tel: +44-1303-850856
Fax: +44-20-7900-2255

info@arcticmedical.co.uk

Updated 19 June 2004



Arctic Medical









Welcome Our goal is to provide you with useful information about our company and the products so that it makes it easier for you to do business with us.

Arctic Medical now has the honour of distributing Hypoguard products for blood glucose measuring and urine analysis outside the US. Please contact us about these products. Hypoguards information sheets can be downloaded through this site.

Product range:

Hypoguards blood glucose meters and strips.
Hypoguards urine strips - clinical and personal use.
The SWELAB blood cell counters - clinics and laboratories.
Bio Products Laboratorys blood plasma products - haemophilia and intensive care.
Palco Laboratories diabetes care products (available online) and enuresis (available online) .
Owen Mumfords erectile dysfunction products (available online).
EasiGRIPs tubular elasticated bandages (available online).
The UASure meter and strips for uric acid (gout) sufferers (available online).
Wisdom of Natures aloe vera skin care products (available online).
Advanced Care Products Heel Care ointment (available online).
Some of these products, as indicated, are available online to individuals through our shop.

Feel free to browse around this site. If you have comments or questions about our products or services, or simply need more information and want to contact us, click on the contact button on any page within this site.

Thank you for visiting and we look forward to serving you.

Note: Not all products are available in all markets. Please contact us.


Shop with Arctic Medical




Advanced Care Products Shop




Information








--------------------------------------------------------------------------------


Comments and suggestions to our Webmaster please.
1999-2004, Arctic Medical Limited, Arctic Medical, Arctic Medical (UK), AML, AML Online.

Happy1 - 09 Jul 2004 23:26 - 84 of 106

Here is a risk reward scenario.

MDY is worth a far greater price than it is now. The lowest it has ever been was 4p the highest in the pound area. Why not invest a few bob ? This company is EBITDA positive and is nearly profitable.

It has launched some great new products and is growing. The reason for the share price collapse are three fold;

1.Loss of their major distribution partner.

2.Weakness of the $

3.Patent infringement case with Roche.

Please look at the following as arguements against the above;

1.In the recent interims it states that Futura syringe is being shipped to a major distributor.

2.The US economy, at some stage,will strengthen. After the recent losss associated with the $ the company is hopefully hedging.

3.Read the response from Medisys and also the news regarding the success of Roche in these case.

Also contemplate the following which has not been taken into account with the share price;

1. Walmart deal

2. Futura Syringe launch

3. Possible launch of 1cc and 5cc syringe and catheta.

4. Strengthening of the $

5. Nomura's estimates even after the Roche case.

6. The move to profitability as our CEO said they are expecting substantial growth.

To me these are enough reasons as to take the risk, which we do with any share, and BUY Medisys. People are calling this down to 5p which is 3p from here but the potential upside is in the teens or twenties. Risk reward is always worth taking into account and the reward IMO far outweigh's the risk.Why ??? We know that people will pile in at 5 or 6p just like they did before and drive the price straight back up. On the other hand with good news we could see a 100% gain very very easily.

The question is do you want to sit on the side or not ? Would you like to be on the end of a stock which easily has the potential to double or even treble with the right news ?

There are many which post negative comments regarding MDY but with no facts. Above are the fact both good and bad and the reasons why the price is where it is. Please join the discussion and ask posters why ? and also for factual information to back up their claims !

MDY is and will be a good company. You will see this in the future.

Thankyou



Have a good weekend.

hangon - 21 Jul 2004 15:46 - 85 of 106

Maybe, Happy1 - but this Co has made promises in the past and that's all history. Their SP has been on the wane as investors left before the whole sorry tale of Futura was wrung dry. They are no-longer a blue-sky company - they are sticking to their knitting and are pretty well stuck in a rut. Last agm the SP was about 14p and now just months later it has halved and lost some more.

Much of their business is in the US and as you observe, the USD is against further profits......so my take is: SP will stay close to these levels until a take-over or a new product is launched. However, there is little chance of that - what is out of character is that they managed to launch the 1st version.

Why don't you ask them about a dividend?
regards

Happy1 - 27 Jul 2004 22:59 - 86 of 106

Somthing to think about which did not occur to me....

Why did it take Roche so long to file the patent infringement case ??

Spoiling tactics ?

hangon - 29 Jul 2004 08:57 - 87 of 106

Bit of excitement today (and slightly yesterday as some were in posession of facts not known to the rest of us - oops!
A further product deal looks likely to be profitable and with little risk - goody. As Happy1 has been saying there is potential - and at these prices little risk. I sold out about the time of the agm (13p?) so today's price looks pretty good value. I'm a buyer today 8p+
Compared with some stocks available at least this is one that is easy to understand. MDY fulfills a market need and it results in repeat sales - that's good enough for me. I sold on the lack of news which traditionally lets prices slip rather a lot. The rise at the agm was Director-buys =window-dressing IMHO.

[ The Roche issue (delay) could be nothing more than large company time-scales as being so busy large companies have less sense of urgency and for all we know may have been trying to negotiate also. I think this is a side-show issue as presented. ]
Register now or login to post to this thread.