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LSH general discussion, page-205

  1. 1,438 Posts.
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    There is no doubt eHealth is the future although there is a lot to be cautious of regarding LSH.

    This is the third time LifeSpot has listed on an exchange, firstly it listed in the US and was delisted after failing to comply with SEC updates. The remaining board member from the US Bodytel is Stefan who is now the CEO of LSH.

    Interesting to note this is a German based company, why not list there? They did and Lifespot lost approx 60% of its value from Sep 15.

    Tech in particular the diabetes application has been around since 2008 and it hasn't matured over the past few years to any significant revenue. The Skin app has many advanced competitors (with CE marking) and no clinical studies done to date, a real punt.

    Many are saying the software system is the main play, if it was/is so profitable they wouldn't have spun out a second asset which has no clinical basis or near term revenue potential. Assuming half the raised cash will go towards this its no where near enough, just look at RAPs path who started with preliminary evidence in Indonesia.

    I would like to add, there are many bluetooth enabled glucose monitoring devices on the market, that is one of their primary product offerings with Braun "The BodyTel Sensor". Slick marketing. The SaaS model is the only way this business will gain momentum, by developing software for underlying manufacturers who most likely will want to integrate into more platforms than just their BodyTel, e.g also in Apples Health application which also offers real time sharing to physicians. Direct competition?

    Once the IPO hype crew leave, know what your holding and Good luck, Peak have done an excellent job listing this IPO.
 
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