I have never ever pinned my hope or belief on the infusion business or the vaccine division. I always though that the way forward was with ADAPT. Of the ADAPT portfolio, TAVR holds the most potential as each device sells for at least 10 of those patches.
I always held the view that Ian Frazer is unlikely to succeed again as it is often said that lightning does not strike twice at the same place. The only saving grace being HPV therapeutic is an extension of his original discovery, so he may have a slight fighting chance of success.
In fact there is nothing familiar about ADAPT being the flagship of AHZ as we did not even hear about the potential use of CardioCel in TAVR until 2years ago.
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