$66.32 price target - Evolution Capital initiation of coverage, page-64

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09/10/22

11:42

Post #: 64104455
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Originally posted by PhantomGWW: ↑

Hi StevieB...

Looking at their Financials - a little complex but found a graph which indicated TAVR 2021 - 65% however there are attachments to the TAVR % which, if included could put the 65% higher. I do remember Wayne mentioned some % I thought 80% but please do not quote me.

I looked into the B/Sheet and had some challenges getting to a figure - % of TAVR to Sales - no go could not get one at first glance

:-google edwards life sciences then'Financials' - when found - some fun then ?

https://ir.edwards.com/overview/default.aspx

In any case say 65% and you were the CEO (others to) of Edwards and knowing that there is a little minnow with a much better product than yours. A product that any Doctor, knowing about AVR's valve and worth their salt would have to use 'the best', if they did not oops, litigation ??? Now as the Chief what would you do?? Sit back let someone else go for it before you do. No doubt you have done due diligence many times. Also---- knowing that some 'experts' say AVR's valve could take 50% of the market -- there goes say 30/40% of your market share ??? A huge hit to profits.

Now your big challenge - if you do 'go for it' who else will have a go ? A fight to the death ?

Do not rely on my figures ..

Do your own research .

Expand

found on the edwards site.
annual income from sales is about $5.4B pa (projected to increase annually 'low double figures' )..and if 65% is TAVR, that makes TAVR sales about $3.3B....and if our valve takes 50% of the market share (as suggested) that could be sales of 1.65B that move from edwards to Anteris. wont happen overnight, but just an idea of what could be.

AVR Price at posting: $24.50 Sentiment: Hold Disclosure: Held
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