Spot on LFC
WP has appeared to talk up his credentials but if you look at his experience, it is really in a few big pharma companies. Nothing related to Medical devices or the cardiac valve market. He gives some ok presentations but an objective analysis of the content reveals massive gaps.
In my opinion Medtronic, Edwards and other execs can see beyond the hype in terms of the time, funding and risks with the valve and delivery system and will let AVR keeping rolling
IMO
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Wayne interview with Fortem Wealth 25/5/21 11am, page-28
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