AVR 4.08% $12.49 anteris technologies ltd

Answers from WP - a good read, page-54

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    Not sure how many 'ignore' bins, lol, I have been put into but to finish off.

    19) The issue of backing up statements like 'breakout', 'success on the way' without hard data or sp appreciation: this should come out in the next report, to some extent. Without the breakdown of which product is doing what, there will no do doubt be clues there to have a rough idea. Wry grin on the secrecy aspect, sure the competitors have more than a fair idea of what is being sold and how much is being sold. Understand the need for the secrecy on future IP for sure.

    Here is a super gem for investors to note: " .... clinical superiority is not a guarantee of commercial success", further: " .... we are still at the introduction phase (this phase can last for several years)", that needs to be super 'underlined".

    To side note here, any poster in the early years who knew this and had awareness of the time and expense to commercialise the vaccines, that posted such info was seen as a downramper etc and ridiculed, point, be open minded and accept two way dialogue!

    One minus, that many will gloss over, (compared to the companies we are up against who spend hundreds of millions collectively on the commercialisation process) comment. How do you compete?? You either at some point be taken over or merge with a middling outfit that will then give you more leverage, imo.

    Another minus: "VascuCel is taking longer than anticipated" !

    Postives are here though, interesting to note is " we will not allow the product to be used without our presence in the OR at this point", great follow up to ensure success!

    Here is a interesting one, I have asked several times before, with nobody responding to my question, question was " Does the traction of the CardioCel help smooth the way for greater/ quicker acceptance of other products"?

    Perhaps the answer may be found in the following comment: " The halo effect is also coming into play as two major hospitals have ordered CardioCel Neo as a result of their experience with 3D".

    That the" TAVR is a development stage project .... ", bear in mind that this will not be a 'overnite' success, will need money to develop and time to gain traction.

    When will the 'smart' money enter again? you can see why they sold in the early years. It bode well for the company that most of us, imo, were unaware of the reality this company faced when starting out, if we were, perhaps there would be no company.

    PS: believe that tron was a bit hard done by, seems normal for anybody that dares go against the flow, right or wrong!
    Hope you didn't mind my commentary David, have 100% respect for you mate.
 
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