Lex, many people will read your post and think, he's joking! ridiculous! That man is out of his mind!
Not me.Once you get your head around what this technology is truly worth, $4-5 Billion US is approaching, approaching.... fair value.
It is absolutely mind boggling the value of the IP and technology that Anteris owns, considering it has the chance to dominate a market predicted to be worth $12 billion a year by 2025.
I do not think it is unreasonable to suggest that the DurAVR will, in the future, be the first choice of use in every TAVR operation. If any posters do think it unreasonable I'd like to hear why?
Let's not forget that according to Mr Paterson (a biased yet reliable and believable source, in my opinion) that some of the first words out of the mouths of the doctors who did the first 5 DurAVR implants were "game changer."
I do not think it is unreasonable to suggest that the DurAVR could cannibalise a large portion of the SAVR market due to its commisural alignment ability. If it is unreasonable, again, I'd like to hear why.
What we are sitting on here, ladies and gentleman, is an absolute monster in the making.
I wish you well Lex, as I wish every holder of this great company well.
DH.
AVR Price at posting:
$17.50 Sentiment: Buy Disclosure: Held
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