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

Hi Andysmith,

Hope this will help re competition from LiDCO.

This article was posted in Acuity Care Technology, June/July issue 2007
Today, the device choices are many and the technological approaches diverse for noninvasive hemodynamic monitoring of the critically ill patient.
By Judy Hostert-Harvey.

The article compares several companies products and is well worth a read.
Due to it's length those interested see link.
http://new.reillycomm.com/acuity/special-report2.php?id=394

I have been following and holding shares in Deltex for several years and strongly believe after following many clinical trails re the CardioQ and it's competitors that Deltex have the edge in technology and a lead in proven trial numbers.

But as a holder, I would say that wouldn't I.

Back in November 2003 I invested in Deltex Medical plc, form then until about six weeks ago I have held onto the stock and sat on my hands, waiting for the S.P. to move into profits. At long last I am in profit to the tune of 26% for shareclubuk.co.uk. The key to all of this is the company product CardioQTM and the NHS. The product is first class and at long last the NHS is opening its eyes to the saving that CardioQTM makes for them. Also the new business wins that the company has made in the US market place has help matters along, so much so that the company has made a placing to fund the extra business, could we have another Tanfield on our hands. My view now is that there will be a lot more profits to come.

And another successful trial result.

International endorsement of CardioQTM for critically ill children.

Still patient. Sp trickling up nicely of late. Lets hope the usual slide down that occures, if no follow up contracts does not happen this time.

Can't be too long now surely.

This is not directly linked in any way with Deltex, but in my opinion it cant do any harm and may well do them (Deltex) some good.(see below re Sir Ara Darzi)

Gordon Brown our new PM, has announced that he wants experts from industry, the NHS and other organizations to assist and advise the Cabinet.
Already he has appointed 5 experts in their own field, Sir Digby Jones (business), Shriti Vadera (investment banker), Admiral Sir Alan West (defense), Lord Stevens (retired Police Chief), and Sir Ara Darzi (The surgeon drafted into the Brown government to help boost the NHS is one of Britain's leading experts in keyhole surgery). Sir Darzi is charged with improving patient care.

OK as yet we don't know if it's just another labour spin job, but although in no way a fan of Gordon Brown, I do feel he will try to make a quick dynamic change to several important areas such as the NHS. Whether he succeeds is another matter.

The appointment of Sir Ar Darzi, is a contentious one as he has already shown that he is not a yes man and is quite prepared to speak his mind.

He spoke strongly against the closure of some NHS hospitals, upsetting several ministers. He is honorary consultant surgeon at St Mary's Hospital and The Royal Marsden Hospital in London.
He is a pioneer of minimally invasive surgery and has been conducting a review of London health care.

Now if Mr Brown allows those that have done the job and know from the inside what is required to get on with it, who knows the 60 plus clinical trial results on the CardioQ might just be taken at the value that is obvious to everyone than can read, and add up cost versa savings, (I suppose it does not include our illustrious NHS managers and the now defunct Health Secretary Patricia the NHS has never had it so good useless Hewitt) we might just start spending money wisely.

Perhaps I am being optimistic re these appointments, but I do strongly feel that if they don't get to grips quickly with the NHS, the public funded systems days will be numbered.
Whichever way it goes, the NHS spending money more wisely, or the private/partially funded health service it can only be good for the likes of Deltex.

In the short term I still think that the near or/and mid future of Deltex is not in this country. Long term perhaps.

A novel idea really, employing people who have experience/success in the job that they will be advising on. Not rocket science is it.

Well greekman, the NHS will have to spend their money even more wisely now we find that one of the last acts as chancellor our new PM reduced NHS funding by 2billion, from 6.2b to 4.2b. Now that's a good start for sorting the NHS out--NOT. In England we cannot receive Rituximab (for Rheumatoid Arthritis) on the NHS, but guess what - in Scotland they can.
2517

Hi George,

Yes, I had noticed the reduction in funding, but if I remember correctly, the amount put in for the sole intention of reducing the debt was almost equal with the drop in funding. The debt of the NHS trusts has according to the Government been eradicated. I think the figures as usual have been fiddled, and no matter what the government tell us, huge amounts of cash have been saved due to vast reductions in treatments, operations. In our area, you now go on an unofficial waiting list to get on the official waiting list.
But I do think as you say, finance accountability, spending more wisely will have to sustain the finance reduction.

Lets hope common sense comes more into spending decisions, IE spend to save.

Problem is does common sense and Government decisions don't go together.

As to the Scottish patient, receiving a better deal than the rest of the UK, I can't agree with you more. As we all know this unequalness is there in many areas, not just health.

Wont go further down this road as I don't want to go too far from the threads theme.

I think, I will buy a caravan, move to Scotland, change my name to Jock McTavish, wear a kilt and have haggis for breakfast. (I do love haggis).

So wishing you, "Och I The New". (No I can't spell and my spell checker gave up, and I don't know what it means).

"Och Aye" - Oh Yes
"The Noo" - Now

How's that? Spell checkers be damned.

Thanks Arf,

Knew someone would put me right. Clever ***.
At least I am better at picking shares (not by much) than I am at spelling.

Charles Stanley reiterated its "Buy" stance for Deltex Medical (DEMG), citing the potential for revenue growth of 40% for the three years to 2009 and the company's plausible attraction as a takeover target. However, its shares shed 0.75p to 27.5p.

Still out of favor with the market, but I think the Charles Stanley projection is on the conservative side.

Yet another report on the benefits of CardioQ.
2517

Yes as you say yet another, although you can't really have too many, but how many more are required before the NHS mis-managers get their very dim fingers out and buy the b****y thing. They remind me of those three monkeys, hear nowt, say nowt, see nowt,( yes I know it was a bit of poetic license).

Still think the first real big NHS contract will come this year, which will start the ball rolling.

There has to be plenty in the pipeline, due to the extra capacity, Deltex are gearing up to.

greekman -------- With DEMG gearing up to cope with demand ahead of that demand, I believe it shows the forward thinking management are in front of the curve, and that DEMG will be ready for the increase in capacity as it materialises, as it surely will.
2517

Trading update looks promising. Sales well on track and steadily increasing. The next 6/12 months look to have even more potential.

I was sitting out in the sun reading the newspaper, when the news from Deltex came in re pre-close update on the six months ended 30 June 2007, now that news was first class, much better than the newspaper. Establishing the use of the Cardio system, US market increased by approximately half since the start of the year. At shareclubuk.co.uk the out-of -town members are saying that DEMG has the right product sales now to soon be into profits. Both UK and US sales are up, this on its own must be a step in the right direction.

Myway,

Sorry to go off subject, but "sitting out in the sun". Where, when?

Looks like an '04 repeat..... Lets see if the sp can break 34p with this climb...!

Nice piece in shares today.
2517

RNS,

Recommendation for CardioQ,

The Planned Care Clinical Working Group was established to report into the
Healthcare for London Review. This review was led by Sir Ara Darzi, who was
recently appointed a minister at the Department of Health, with responsibility
for conducting the national NHS Next Stage review.

Sir Darzi did not waste much time compiling this very intensive report.
I have looked through it but did not see the CardioQ referred to by name, just the increased use of oesophageal Doppler monitoring. As the CardioQ has been the most successful in test concluded in London Hospitals it obviously (I hope) refers to the CardioQ by inference.

Lets just hope the Government take note. (See my post 459 first referring to Sir Darzi).
.

I believe it's just a matter of time, hopefully not too much though. The 30.45p deals are buys.
2517

This is rather disappointing.
2517