AVR 0.00% $13.14 anteris technologies ltd

"Take a Closer Look", page-175

  1. 3,092 Posts.
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    I like your enthusiasm and you make an excellent point above, a point I think only a small fraction of the investing world has actually caught onto....

    "3D Curved Patch. (STOP) This is going to be a goliath on its own from the start. It will take the rest of the planet six months to realise that Australia (ADMEDUS) has made it to the top of the MEDTECH world."

    I was actually having a discussion over this same idea with a very clever friend of mine the other day and we were basically in sync, the CardioCel3D patch will be a game changer. It will be an example of Peter Thiel's zero to one philosophy. Where you launch an invention THE LIKES OF WHICH HAVE NEVER BEEN ACHIEVED BEFORE. And I don't think this can be emphasised too much. No med tech company HAS EVER been able to produce a curved patch before and we have and soon it will be launched and in doing so ADMEDUS WILL HAVE CREATED HISTORY for which its name will be remebered forever.

    This achievement will have 3 effects. 1st, it will elevate in surgeons minds' the quality of the ADAPT tissue to the top of the tissue world which will have a knock on effect to all the company's other tissue products (including eventually TAVR.) 2nd, it will revolutionise aortic surgery and how it's performed and 3rd, it will have an instant major effect on revenue. Wayne Paterson said that 85% of surgeons asked would start using the product IMMEDIATELY. Well, to get a figure of 85% at a minimum you'd have to poll 20 surgeons of which 17 have said yes so that's 17 surgeons MINIMUM who will be ordering the product AS SOON as it's available.
 
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