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Just to continue on from the same theme of yesterday. The TB opportunity (if realised) is HUGE for Feedback. There isn’t really an adequate word to describe it tbh.
To give an illustration (going on information previously provided by TO in 2021) the cost (in 2021) for the Indian government to provide an individual screening per patient was £20.
Tom stated that Feedback could provide the Bleepa offering for £2 per patient giving an EBITDA return of 80% margin! That would leave 90% for other partnership providers (such as Quere.ai and AWS to take their slice.
In terms of patient numbers to be screened, India is huge, so we are talking many millions per state. One state could provide in excess of £15m revenue (if population 7.5m x £2 for a random example)
The numbers are truly staggering and it’s no exaggeration to say that IF they are chosen to participate in the screening as a digital partner, and we know the trial was clearly successful this would 20, 30, 50 bag from here.
Digital Personal Data Protection Act 2023: Impact On Indian Healthcare Industry
‘The Digital Personal Data Protection Act, 2023 (DPDP Act) is a new law regulating personal data processing in India. It aims to protect the privacy rights of individuals and create a framework for data governance and accountability. The DPDP Act will significantly impact the Indian healthcare industry, which is still in its early stages of digital evolution.’
https://sujeetkatiyar.medium.com/digital-personal-data-protection-act-2023-impact-on-indian-healthcare-industry-f8e52321dc14
Yes it is. The key to all this was the (imo) inspired appointment of Rohit Singh. This guy worked for the UK India Business Council for I think over ten years. Can you imagine the network of connections he built over that period? If you check out his LinkedIn profile you will see he is highly respected and well known in Indian business circles. Note the recent awards. As Tom pointed out in the recent webinar the ‘Jury’ which made the decision on the Digital Healthcare Award was made up of Indian government officials and big hitters in Indian business. All the type of influential decision makers you want to be noticed by. The best sales and marketing pitch Bleepa could have had!
Rohit also gave a talk at the same conference which was stated in the Key highlights as ‘Expert session on Digital innovation in clinical communication comply with Data Protection Act 2023 and other Use cases.’
What more can I say?
Yes it is. The key to all this was the (imo) inspired appointment of Rohit Singh. This guy worked for the UK India Business Council for I think over ten years. Can you imagine the network of connections he built over that period? If you check out his LinkedIn profile you will see he is highly respected and well known in Indian business circles. Note the recent awards. As Tom pointed out in the recent webinar the ‘Jury’ which made the decision on the Digital Healthcare Award was made up of Indian government officials and big hitters in Indian business. All the type of influential decision makers you want to be noticed by. The best sales and marketing pitch Bleepa could have had!
Rohit also gave a talk at the same conference which was stated in the Key highlights as ‘Expert session on Digital innovation in clinical communication comply with Data Protection Act 2023 and other Use cases.’
What more can I say?
Coffee - yes indeed. Human beings eh? No matter their background can be remarkably resistant to change. They get comfortable with what they have and seemingly less concerned with patients data security than their own ‘convenience’. One strongly suspects they will have to be dragged screaming into change. So be it!
India looking very tasty!
Dibs, strange that these medical professionals aren't aware of their wider industry surroundings?
Complaining that they will be stopped from sending grainy/blurry xray pics and not being aware of a superior product ?
‘ India implementing largest digital programme for TB surveillance, says official’
Read more at:
https://health.economictimes.indiatimes.com/news/industry/india-implementing-largest-digital-programme-for-tb-surveillance-says-official/107899554
I suppose it’s a mere coincidence that Feedback were awarded a Gold Award for Digital Innovation in Rural Healthcare in India (for their TB screening) at pretty much the same time that the news about a digital TB screening programme filters out.
https://health-economictimes-indiatimes-com.cdn.ampproject.org/c/s/health.economictimes.indiatimes.com/amp/news/industry/feedback-wins-ihw-digital-health-2024-gold-award-in-india/107449329
WhatsApp use is endemic in the NHS. What if there were an easy to use alternative for clinicians to use?
https://www.htworld.co.uk/news/digital-health/patient-care-will-suffer-if-new-laws-end-whatsapp-use-in-nhs-doctors-fear-nhs24/?amp=1
Dibs,
The UK private trials with MIB run 11 hospitals specialising in Xrays, India starter for 10, can see they are getting in at grass roots level and it should then move up as news spreads and cost savings and patient turn around times are noticed.
Salute, time for a beer and
It might...
History here shows that, when the sp rises, it flies
There is one hell of a good story here, and (even before we find out how it actually plays out), that might well be enough for serious gains
13 trades - that's busy compared to recent history!
52 Week High 179.50
Can we please have some news before April 1st.
GLA
Good find Dibs. - India has the ability to dwarf the NHS plus they're slightly more forward thinking and proactive around making changes. Join the dots indeed.
Jolly... 87p might seem cheap soon!
And Earl (plus all of your other aliases) well done, even you (or should that be they) have to be right sometimes!
Further to my last post checking out Shelby’s latest investor presentation in February.
Under the Multi Speciality heading (they run 10 hospitals) the following quote:
‘Adopting and leveraging technology to bring better medical outcomes and patient reach’
Hmmm I wonder who could help there? Join the dots.
87p to buy even poxy stake lol
VERY interesting post today by Feedbacks MD in India Rohit Singh. This is what he says….
‘ It's always my pleasure meeting you Dr Sanjay Durani, Medical Superintendent at Sanar International Hospitals, now part of Shalby Limited. Your dedication to excellence in healthcare is both admirable and inspiring. Learning about the unwavering commitment of your hospital to deliver exceptional healthcare services and prioritize patient experiences as the cornerstone of its mission is truly uplifting.’
OK so Sanjay Durani is the Medical Superintendent at Sanar International Hospitals. The MS in India is the person who is in charge of and runs the enterprise. You could say the guy who makes decisions about organisational strategy and working procedures amongst other things. The only role above him is the MD. Sanar international hospitals is owned by Shelby Limited.
https://www.shalby.org/about-us/about-shalby/
On their website Shalby talk about ‘patient-centric’ care. Now where have I heard that phrase used before? ;)
Now Rohit is showering praise on this guy in the LinkedIn post but I’m sure his visit was more than just about mutual pleasantries with a cup of tea don’t you think? ;)
Rohit has a mighty big smile on his face too. I wonder why? ;)
Anyone else think they were striking a Bleepa deal?
Up 35% since I bought the bottom
however still a long way to go.
...
After shares (still) offering 82p for upto 10k now. They're gonna have to let it go eventually.
And you couldn't even buy a poxy 3000@82p earlier
(the 78.xxp tiddly trades were sells)
Ian,
The sell price has been held at 66 for some days the buy price was 72 then rising to 74 then it pinged at the end.
The reason is now understood.
7.86% increase on one refresh of the screen, I call that a big jump, you are obviously a high flyer Ian and used to much larger extremes.
I concur I_B. You’d think they’d be encouraging buyers to fill what was clearly a sell order. So, as you say, there is always someone on the other side of a transaction. Maybe Mr Cranston or someone else building their stake. Clearly that stock was snapped up, we know that much.
Strange that they weren't letting buyers in while trying to fill that one. Maybe another trade will pop up to explain it but given the price action it doesn't make much sense?
How the hell is 7.86% a big jump!!!!
Late rise AND that 1 trade, surely a 7am rns is nailed on!... I jest, but I will be tuning in tomorrow AM just in case!
I would love to believe this late rise is the indicator of imminent positive news. However it’s more likely that it’s simply that MM’s have no stock and just hiked the bid late on to try and drum up some business.