AVR 0.00% $18.00 anteris technologies ltd

WP is a big pharma recruit as is the chairman and CFO with the...

  1. 107 Posts.
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    WP is a big pharma recruit as is the chairman and CFO with the incumbent mindset. AHZ is a medtech minnow struggling to break-even yet there is not one successful start-up experienced director to provide early stage guidance.

    WP is also a salesman. A big pharma salesman, lest we not forget. Follow the dollars not the spin.

    The dollars tell me: immunotherapy division expensively disappointing, ADAPT growth at a glacial pace, TAVR way-off, infusions hostage to the state health system. The same health systems with shocking lead times for elective (non-life threatening) surgery, understaffed and always hungry for funding.

    Investors are entitled to be as sanguine as they like. However, the shareprice says much the same: show me the money. Better be  a good quarterly.
 
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