Its Over

Originally posted by Teddyward ↑

Hi

N UH are now playing directly in the backyard of the big 6 hearing aide manufacturers who have a turf to protect.
NHS needs to service clients cheaper but doesn't want to expand budget
Are they using catagorys to negotiuate big boys down or do they see innovation and value in N UH product
Margins are a huge issue so will be interesting when numbers are done as NHS is a tough negotiater ultimately so even a good initial deal doesn't lock in future negotiations but for N uH to get scale ???

There is mixed feelings by government health care around the world about 3rd party prescription or devices as popular ones blow out budgets and if one is seem as fashionable and has other uses beyond exact medical need there is a grey area that govt don't like paying for. What may have been a private purchase is now on public purse and with NHS style systems it is across the board depending on internal classification of device and needs and not means tested. NHS should be rightfully worried that there will be a massive increase in hearing deficiency / loss etc by a generation previously never served who simply want earbuds but ifthey are using it as a tool to lower the margins and monopoly like pricing of big 6 hearing providers they may well come out winners if they force new pricing and innovation of devices.

I think many don't understand the NHS buys generation before last retail $5000 aides for a small price and has some feature turned off ( like blutooth etc) so there is a distinction be models offered and NHS purchasing power is massive. With replacement equiring old aides to be returned it doesn't cause a devalued 2nd hand market in aides etc

very interesting story and my largest worry is that N uh won't be well enough advised and good enough management to deal with such a large expansion and constant change forced by incumbant players .

The incumbents if they see market share changing or aware they are losing will take N uh out before it get legs or grind it into the dust with all the monopoly and deep pockets they have used to protect their market for 50 years.

Either puts N uh in play soonish or ...............

They also hav eto fund upscaling a etc so dilution on back of contract and then ability to deliver - lots of hurdles for a small young company

Expand

There can be a lot of talk about NUH but I don't wish to inundate this Its Over thread with stock specific discussions that proliferate.

Suffice to say that I was deeply disappointed at the recent announcement re: reclassification and management's lack of transparency. Hence a quick removal from the Opportunity stock list- it was a risky bet add in the first place/

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

LYN

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

HotCopper Highlights: Your most watched stocks for Week 46, 2024

BNL

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

AN1

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

AUN

Cyclone signs MOU with Vale for development of Iron Bear play

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

EDE

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

ME1

There can be a lot of talk about NUH but I don't wish to...

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

HotCopper Highlights: Your most watched stocks for Week 46, 2024

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Cyclone signs MOU with Vale for development of Iron Bear play

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Banshee's historic trenches prove rich in antimony and gold for GDM

There can be a lot of talk about NUH but I don't wish to...

Top Stories

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

HotCopper Highlights: Your most watched stocks for Week 46, 2024

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

Cyclone signs MOU with Vale for development of Iron Bear play

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

Banshee's historic trenches prove rich in antimony and gold for GDM