AVR 0.05% $18.32 anteris technologies ltd

Is a partnership that attractive? Surely by partnering it...

  1. 324 Posts.
    lightbulb Created with Sketch. 94
    Is a partnership that attractive? Surely by partnering it limits/eliminates a potential bidding war to acquire the company down the track? In addition it de-risks the partner (could prevent their existing or former TAVR business being over taken by DurAVR) but limits the upside to AVR because either additional equity will likely be issued and/or profit sharing entered into.

    With the upcoming studies allowing reimbursement of the TAVR devices, surely there is a path to cashflow positive with only a couple(?) additional cap raises required?

    Pato has said that their relationships with the top cardiac hospitals are very strong and that some market share (5-10% from memory) could be taken via existing relationship and without even needing a sales team.

    Hold | Held
    Last edited by Investek: 22/05/23
 
watchlist Created with Sketch. Add AVR (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.