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Deltex (DEMG)     

grajul - 19 Feb 2004 13:39

Hi all
pretty new to all this. I have pumped some into Deltex - looks like a strong product with good growth. Could be a steady gainer.
Does anyone else have this, and anyone have some research on it? Someone with more experience than me!
thanks in advance.
Grajul

neil777 - 12 Apr 2007 10:23 - 416 of 968

It is frustrating! what i do is srceam in a pillow every now and then.
works for me!
On a serious note however, i think adoption may take longer than we would like.
Same old issues applying, but they will get there...............in the end.

greekman - 12 Apr 2007 13:42 - 417 of 968

The important bits to me were, "monitor standard clinical practice for
a wide range of major surgery/will become standard clinical practice over the coming months". Prof Singer is well respected in his field (I read it somewhere in a medical paper) and the UCLH has been the forerunner of several medical enhancements. The thing is will the markets, see it that way.
Just to ADD. There are 6 hospitals in the UCLH trust, specializing in several areas, which as far as Deltex are concerned is no bad thing.
University College Hospital..

Hospital for Tropical Diseases
National Hospital for Neurology & Neurosurgery
Elizabeth Garrett Anderson & Obstetric Hospital
Eastman Dental Hospital
The Royal London Homoeopathic Hospital
The Heart Hospital

OK using the CardioQ in dentistry is perhaps pushing it, but if word speads from these other hospitals, who knows where this will be in 12 months.

My comment Great News may be a bit OTT. Perhaps I let my enthusiasm get the better of me.
Time will tell as they say.

Arf Dysg - 13 Apr 2007 17:11 - 418 of 968

Homeopathic? Really??????? Are you really really REALLY sure of that one?

"Homeopathic" involves diluting things by factors of millions or more.

However, it is a good announcement. UCLH is a teaching hospital so where it leads, others will follow. They are blazing a trail for the rest of the NHS. This is fantastic news for Deltex. We're likely to see more of this sort of announcement over the coming year.

greekman - 13 Apr 2007 17:49 - 419 of 968

Hi Arf,

Homeopathic are remedies through Homeopathy, (but I do get your double meaning) only hope the diluting things does not relate to the sp.

The Count - 20 Apr 2007 14:07 - 420 of 968


THE COUNT--->ALL

The Everest expedition that has also taken our SupraQ along for experiments, has just been mentioned on the BBC news.

The scientists are now at the base of Everest and are about to embark on their journey up the mountain. The BBC said that they will be following the progress of the expedition and conducting a variety of experiments....it will also be covered in a Horizon documentary program later on in the year.

Hopefully we might get a mention at some point.

Regards,

THE COUNT!

greekman - 20 Apr 2007 19:43 - 421 of 968

Hope the Deltex SP which is just about at base camp, climbs as high as Everest's summit.
That's probably jinx both the SP and the expedition.
But seriously, products such as the CardioQ, have a similar journey to mountain climbing. The rise is never steady. There are ups and down with periods of no movement, then ( I hope ) there is the elation of reaching the peak.
So the analogy is not that far fetched.

On a personal note....Would like to climb a mountain but suffer from vertigo.
I get dizzy wearing thick socks.

2517GEORGE - 23 Apr 2007 12:54 - 422 of 968

Nice rise so far today, is there news out?
2517

The Count - 23 Apr 2007 14:25 - 423 of 968

THE COUNT--->ALL

I received the article below as a press cutting recently. It appeared recently in the highly prestigious British Medical Journal (BMJ). I don't have the direct link and, in any case, you have to subscribe to read the entire article so maybe I shouldn't be putting this up here....so get reading quickly so I can delete it later.

Regards,

THE COUNT!


Article as follows....

New approach to surgical care aims to improve
recovery and reduce length of hospital stay.

Susan Mayor

London

A new approach to major surgery is being introduced in two London hospital
trusts, with the potential to reduce significantly the length of time patients stay
in hospital.The approach combines better preoperative assessment,
intraoperative monitoring, and postoperative recovery.

The enhanced surgical treatment and recovery programme (ESTREP)
combines preoperative and postoperative aspects of other programmes that
have previously been shown to improve the outcomes of surgery with an additional element
of specialist anaesthetic monitoring and care during operations.

It has been developed by colorectal surgeons at University College London
Hospitals NHS Foundation Trust, which will extend it to all colorectal surgery
from next week, and from Guy's and St Thomas' NHS Foundation Trust, which
has been using the programme for all patients undergoing elective colorectal
surgery over the past six months. The results are being audited and the
surgeons hope to publish their findings later in the year.

Andrew Williams, a consultant colorectal and general surgeon at Guy's and St. Thomas' and one of the surgeons who developed the programme, said, "There have been a lot of advances over the last f'ew years around the edges of performing surgery that we have brought together into an optimised care package. It combines lots of different elements that together provide the best standard of evidence based care for patients undergoing surgery."

He added that the programme had been developed for use in patients
undergoing complex surgery rather than just simple procedures.

Before their operation, patients are comprehensively prepared with a package
of education about their "surgical journey" and an objective assessment of
their fitness to undergo the operation they need. Previous research has
shown that educating patients to expect to recover, mobilise, and eat early
after surgerv significantly improves their outcomes. Patients' nutrition is also
optimised, with carbohydrate loading and minimising the "nil by mouth"
period.

The London surgeons have added strategies during surgery designed to
enhance patients'recovery still further, particularly in the more complex
surgery that patients seen at teaching hospitals tend to undergo.They use
minimally invasive surgical techniques and epidural anaesthesia wherever
possible and precise cardiac and fluid monitoring during operations.

This specialist monitoring uses oesophageal Doppler monitoring, which
monitors fluid output from the heart. The technique is considered best
practice by the National Institute for Health and Clinical Excellence but is
currently used in less than 5% of rnajor operations in The United Kingdom.

Alastair Windsor, a consultant in colorectal surgery at Universitv College
London Hospitals, who helped to develop the programme, explained that
more precise fluid monitoring during surgery can greatly irnprove
outcomes. "If it is not used, fluid replacement tends to be done on a more ad
hoc basis, depending on factors such as duration of surgery and blood loss.
To be on the safe side, patients are often slightly overloaded with fluids, which
can cause oedema and affect gut function.

"Using oesophageal Doppler monitoring provides very accurate and
continuous measure of cardiac output, allowing very precise fluid balance. It
can avoid the complications associated with overloading or underloading
fluids - so allowing patients to recover from surgery more quickly."

After their operation, patients follow a defined post operative programme that
includes rapid mobilisation and early return to eating and drinking, thus
minimising surgical complications while encouraging recovery and
discharge.

The new programme is nurse led and uses protocols to streamline its
administration. Elements such as analgaesia and the need for intensive care
are preplanned, on the basis of careful preoperative assessment of each
patient. As long as patients meet the standards set out in the protocol they do
not have to be seen by a doctor before discharge frorn the hospital, as is
currently routinely required.

Mr Williams added: "the programme is a paradigm shift in how we deliver
care. It traverses all specialties and budgets to optimise surgical care and
changes a lot of preconceptions, such as the need for 'nil by mouth,' bowel
preps, and delayed mobilisation."

The programme is expected to reduce the average stay in hospital for patients
undergoing complex colorectal surgery from 12 days to eight days. Results so
far have shown an average reduction in hospital stay of 1.5 days, but Mr
Williams considered that staff were still getting used to the scheme, so this
may reduce further. Each day in an NHS general or surgical ward currently
costs up to 400 (590; $800), depending on the additional care needed, so
the scheme could achieve considerable savings. The Department of Health
was supportive of the programme at a recent meeting.

Mr Windsor emphasised that the programme provides the best standard of
care to patients, in addition to reducing hospital stays. "Patients recover more
rapidly and are fit for discharge earlier, as opposed to being prematurely
discharged to recover at home."

The programme is initially being used for patients undergoing colorectal
surgery but will be extended to other types of surgery, including vascular,
gynaecological, and orthopaedic surgery, if the results are good.

neil777 - 23 Apr 2007 14:42 - 424 of 968

Nice one Count, thanks.

The Count - 23 Apr 2007 15:10 - 425 of 968

THE COUNT--->ALL

Following on from my last post, I want to add that it certainly looks, from that article in the BMJ, that Guy's and St. Thomas Trust should follow on shortly from the recent announcement regarding UCH Trust and the use of fast track surgery in all major surgical procedures.

So what would this mean to us exactly I can hear some of you say? I can hear some of you say that this would just be yet another announcement like the many we have already had....and to no avail.

Well, even though we may not see anything immediate, it would be very material to us, near term AND mediium term AND long term, to be able to claim that both UCH and Guy's and Tommies Trusts are now using the fast track surgical procedure in all major surgery as this involves the use of the CardioQ in each patient.

But even more for us at DEMG, this means that two of London's biggest teaching hospitals moving forward with our technology as central to their implemented procedures, is very much of global importance. Around 1 in 5 UK surgeons and anaesthetists go through one or other hospitals during their training and international hospitals would also certainly sit up and take notice.

All this and all the action to come from the USA regarding Medical Insurance reimbursement, and along with a soon to be introduced major new product in the wholly non invasive SupraQ should make some of us sleep a little easier at night.

Regards,

THE COUNT!

greekman - 23 Apr 2007 19:58 - 426 of 968

The Count,

Good find Thanks. Also could also be the publicity over the weekend ( BBC News ) re the Everest expedition taking 100 different medical equipment devices, drugs for testing over the next few weeks. The idea is that at altitude the environment has a similar effect to a person suffering from any adverse effect of the respiratory system. The CardioQ although not specifically named is as we know one of the devises that is being tested. My feeling is that there will be some ongoing publicity regarding this and the market knows as much. Due to all the medical papers extolling the CardioQ we know that there can be very little chance of an adverse report, so roll on the sp.

But as already mentioned by The Count, more likely to be the BMJ article.

greekman - 24 Apr 2007 09:28 - 427 of 968

Today a decent rise already on low volume, and a rise yesterday on little trading. Looks like chasing shares for one on the institutions buying in the background. Will be interesting to see if any institutional buys are published within the next couple of days.

The Count - 24 Apr 2007 10:39 - 428 of 968

THE COUNT--->ALL

And just to try and keep a little momentum going...

On the Everest expedition....

We may not get much news daily as we are just one of many pieces of kit being taken up the mountain, but when the trade press report, we should see a bit more.

However, we will be getting good TV exposure for Mike Grocott (who is leading the Everest team & one of those aiming for the summit) and Monty Mythen. Both of those gentlemen are co-authors of the first clinical meta-analysis which is expected to be published later this year and both are founder members of the Improving Surgical Outcomes Group as well. I think we can safely say this is not a bad thing.

Mike Grocott will be going all the way to the summit. Monty Mythen is leading the children's science bit, but he won't be going all the way to the top.

The meta analysis was actually announced by DEMG September the 26th last year.

The results are now being prepared and updated and will be submitted for publication in a peer reviewed medical journal. This is a clinical version of the US government approach published in their Health Technology Assessment earlier. Its very positive in showing that there is a reduced length of hospital stay. None of the studies being considered for meta analysis show any effect on mortality. None were designed to do so!

The French study (from previous RNS's) is expected to show an impact on actual mortality but that may be a couple of years away from completion.

I'll just mention a small extract from that RNS last September....

'Healthcare providers around the world employ meta-analyses to support decisions
about funding and reimbursement of new medical technologies. Examples of
organisations that undertake such analyses are the National Institute for Health
and Clinical Excellence (NICE) in the UK and the Agency for Health Research and
Quality (AHRQ) in the USA.'

As I have alwayd said, for the patient among us, eventually, it will be a case of 'slowly, slowly...catchee monkey!'. If we get a major tipping point, then I think we can chuck 'slowly' away and catch every Simian on the planet...and beyond. What is a group of monkeys called by the way? Is it a herd or something?

Regards,

THE COUNT!

greekman - 24 Apr 2007 11:38 - 429 of 968

The Count,

Yet again, a good write up, although one name made me do a double take. I didn't have my glasses on (eyesight going a bit ) and read Monty Mythen as Monty Python. OK Glasses on hearing aid in (only joking ) back to normality.

Like you I am now looking at this share to make steady progress over the next few years, with hopefully a few major tipping points along the way.

Would be nice to speculate on where the sp will be in about 5 years, but as Im not into that, I will only speculate to myself.

2517GEORGE - 03 May 2007 12:09 - 430 of 968

No surprise here re sales, imo this trend will continue and at a greater pace as the benefits are seen.
2517

myway - 03 May 2007 15:08 - 431 of 968

Deltex is building it markets in Fast-track or enhanced recovery surgical programmes using CardioQ(TM) oesophageal Doppler monitor as a standard of care in the treatment of patients undergoing major surgery. Progress is being made in the UK and continental Europe marketplace.

However the company is now expanding in to the major USA market and are currently working with a number of US hospitals, including two institutions rated as among the top 10 US hospitals, to support the implementation of routine use of the CardioQ in major surgery. To top that the US military are now using CardioQ for wounded soldiers being treated at a combat support hospital in Iraq. The full AGM report at shareclubuk.co.uk.


Deltex is on a winner with their CardioQ product, Doctors and the administrators of hospitals are at long last waking up to the proven facts, that by implementing the use of CardioQ its helps to save time, bed-space plus costs and most of all lives. Deltex is on the brink of dominating the need for hospitals to use CardioQ as standard practise which in turn will give profits to the bottom line, and my bank balance.

2517GEORGE - 04 May 2007 09:57 - 432 of 968

The patient is doing ok.
2517

greekman - 22 May 2007 09:20 - 433 of 968

Always nice to see options taken up. No matter how small in volume. Shows confidence in the company.

Arf Dysg - 22 May 2007 13:12 - 434 of 968

800,000 options, I believe. That's almost 1% of the company.

Today's rise is very pleasant. Anticipation of CMS decision perhaps?

greekman - 23 May 2007 07:35 - 435 of 968

Found via another thread...

CMS has determined that there is sufficient evidence to conclude that esophageal Doppler monitoring of cardiac output for ventilated patients in the ICU and operative patients with a need for intra-operative fluid optimization is reasonable and necessary under Section 1862(a)(1)(A) of the Social Security Act, and therefore, we are removing the past national non-coverage of cardiac output Doppler monitoring.

Now watch this go.

For full article see link.

http://www.cms.hhs.gov/mcd/viewdecisionmemo.asp?id=196

My View...Deltex are the most promising share in my portfolio at present.
What has surprised me is that I increased my holdings last Friday and the sp is up. Of late any share I increase my holdings in gives it the temporary kiss of death.
Deltex looks to be a share for all at present, medium/long term profit and a traders day share. I think the sales over the last few days will be down to the short term profit takers.

If contracts start an increase flow, there will be little to hold this share from reaching the 100p mark. Perhaps this time next year that will look a good value sp.
Not usually one to forecast share prices, but I feel very bullish re Deltex.

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