Anteris Web Site is full of information, page-4

Hi Glpg...........................because the threat mentions another 'Investment House ' mentioned. A competitor to H appy C happies.

I have listened to the interview with Wayne about 5 times.. I pick up on items he mentions-- worth a re-listen.

WOW ---- The get your excel spreadsheet and do some calcs., The Dreaming Chart below ? --- Yes I am aware it is early days -but the de-risking of this Coy is becoming clearer by the day.

However AND IN MY OPINION BASED ON MY RESEARCH etc if one takes the time and looks at the :-
1-2 Majors control most of the market. AVR a new kid on the block
2-Their product functions but not superior .AVR's product proving to be superior
3-Their product calcifies. AVR's so far no calcification
4-Their product has a limited life - 5-8-10 years ?? . AVR's based on bench test @ 740 million beats months ago- 20-25-30 years?
5-Their product seems to need a new valve replacement . AVR's maybe not so early in the future.
6-Their product (not sure). AVR's has Doctors of standing - commenting on products outstanding performance to date. Also the quick and
visual recovery of the recent patients
7-Their product contains 600 stitches. AVR's 40
etc etc -----
8-It is a multi $0,000,000,000 market currently shared by 2
9-Maybe a share for AVR- say just give us $1,000,000,000 to start - not greedy !!! Could push AVR's MCap to $3/5 bill. ??
10- Should you need a valve replacement - considering, results to date -which do you think your Dr would choose. -If they knew about AVR's
11- If you were a CEO (BoD) of one of the 2 biggies and you are fully aware of AVR's product -- watching watching watching....would you let a little minnow take away your profits with their superior product ????
12-The first mover will trigger a stoush in my belief. Wayne said an approach has been made - Now surely the other Coy is now aware of that ???
13-Who will move first?
14-Have either been building a small pocket full below 5% Or either in bed with other friendly Coys (not connected) building less than 5%
15-Could AVR bring the product to market? At what cost? Big challenge me thinks .
By the way - love to know if the sheep carrying AVR's valve is still alive ??
Happy to be corrected....
ps Wayne did say in the interview -something like "----hoping to get some news out after 30 days (5 gone already on latest implants ) as the Doctors who performed the implants are keen to get their names out there too' . This alone would be a powerful statement for AVR's product.