Points of reference in the am video.
36 mins, talks about share price. Points out that before he came on in CEO, the company never gave guidance, but he came on and did that, but more importantly talk about hitting all guidance
40:30 mins, he talk about the good, the bad, and the ugly. "I'm finding less and less bad to talk about after the restructure"
42 mins, talking about the TAVR advisory board, and the strategic importance of our board in relation to their hospitals, and significance of their hospitals in terms of volume.
48 mins, adapt forecast. Calls or it is a forecast and things can go wrong, but details the level of detail which had gone into the ADAPT forecast. "May is liking fantastic"
52 mins, talks about quality and price. In some cases we are double the price of our competitors, but we are still taking market share.
54 mins, Vascucel. Targeted to grow 300%, and year to date, up about 322%. "We are not trading on faith when it comes to our forecast"
55 mins, talks about 3D. Around $6000 per product (unsure of if this AUD or USD). Biggest competitor is from cadavers (dead people), and their biggest challenge is supply, but there are many other issues, and details a few.
57 mins, talking about working on a prototype for a new product with a much bigger market than the current 3D product.
57 mins, Cardiocel is growth at 47% quarter on quarter.
59 mins, emerging markets - "they're above target"
60 mins, infusion business "it really is the star of the show". "A lot of margin in this business".
61 mins, immunotherapy. Deals announced since AGM, please refer to recent announcements.
64 mins, the CR, in particular operations vs growth.
69 mins, talking about the share price. Important to recognise the previous catalysts for share price performance.
72 mins, talks about competitors, their growth, and how it has correlated with product portfolio growth.
76:30 mins, talking about innovation.
78 mins, talking about valves and the trading currently underway.
82 mins, recap video of what the company is about.
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(20min delay)