Please forgive me that I am not a keen student of HTW. Therefore, it may well be that this post is entirely irrelevant.
However, I was at the Wilson HTM conference a couple of weeks ago where HTW presented.
If my recollection serves me correctly, they identified Thoratec as the leading participant in the market segment that they will be targetting. Essentially, HTW needs to win market share from Thoratec.
I sat in the audience thinking of all of the other companies with supposedly superior devices that have struggled to gain traction in the marketplace - eg. Portland Orthopedics.
However - I am guessing that the news from Thoratec on Friday is a huge positive for HTW:
http://www.reuters.com/article/governmentFilingsNews/idUSBNG39608320081024
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HTW
heartware limited
Please forgive me that I am not a keen student of HTW....
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