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Ann: First in human trial commences, page-33

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lexcorp

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30/03/20

15:48

Post #: 43778353
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Originally posted by dolcevita ↑

I have set out how quite clearly in previous posts.

Why not calm down and look at the fact that clinical human trials have started. Then ask yourself what could go wrong?

Now look at the substance and the form. The formalities say that we have to do this. What will a competitor and/or possible partner be looking for?

What is substantially known here?

TAVR is a known factor, there's only so many things that could go wrong with that delivery process.
Our TAVR is new? Still only some things can go wrong. The design variation elements must be limited to the design of the valve, maybe with more efficient means of getting it there, but I think by and large it's the valve. Which is SIMPLER than other valves. There are Far Less contact points.

Our valves comprise known fabrication, it's known for non calcifying by means of the patches. They've been around a long time.

So then it's the valve design. That's also shown to be efficacious in the sheep trials. It's shown to be hard wearing in terms of design at the mechanical simulation trials.

So there will be a point where during the trial stage, substance over form prevails.

A potential partner will decide to become a real partner. It doesn't have to happen at the conclusion of the clinical trials.

Then look at the size of the market. Edwards has it. What if Edwards were to partner, or do a takeover? What if competitors want to take the market back from Edwards?

Now I'm assuming that our management are going to play their cards right and have more than one possible partner in play.

Then it becomes win/win. The outlook for them is to capture the youth market which MUST have longevity.

Who wants to replace valves due to calcification in ten years? NOBODY.

It captures the older market because TAVR is less invasive, but who wants to replace valves due to calcification in ten years? SAME ANSWER.

As people age, any operation becomes riskier. So surgeons will opt for the better valve. Many have a heads-up and that includes the surgeon who was supervising the sheep trials and put his hand up to do that for the human trials.

That's a vote of confidence in the technology, and his influence across the profession, matters.

This means cutting through the marketing dross. A partner is the thing to handle what has been problematic up to this point. It's win/win for them because they won't lose market share and will gain huge traction because they can charge more, for a product that lasts longer.

So it will come down to a competitive process with who has the deepest pockets. IMO.

Expand

I just want you to tell me, in your opinion how us holders will make money.

Pretty simple.

I know about everything dolce. I talk to Wayne and others offline.

AHZ Price at posting: $4.32 Sentiment: Buy Disclosure: Held
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