AVR 2.97% $12.15 anteris technologies ltd

TAVR gains interest at JPM, page-7

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    Edwards and Medtronics are the two incumbents.
    Because this is such a new commercial space (Edwards 2012, Med 2014) there will be a rapid growth in new models and players in such a lucrative (and fast expanding) market.
    For what it's worth, I think they will race to continually stay in front rather than try to block every potential competitor.
    I can vaguely remember a well put together HC post that suggested a potential AHZ partner was a company that had tried to enter this space before. Similarly, I recall someone suggesting a left-field contender was in the wings. No company names were given...
 
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