Since the choice of strategy is between: (a) low operating...

Since the choice of strategy is between: (a) low operating expenditure / gradual uptake of Cardiocel patch (a niche product); and (b) high operating expenditure / leverage the crap out of the Adapt technology into Cardiocel 3D, TAVR, etc, into billion-dollar markets, I take (b).

Path (a) would be pitiful, and what you would expect from an established business on the wrong side of the innovation curve.  Path (b) is unicorn territory.  Vastly better risk/reward.  With AHZ, you get to have your unicorn and ride it too, with solidly increasing multi-million dollar revenues from Adapt - globally.

Just my take on it.  The failed projections, twin CRs and radio silence are galling, but there are a lot of reasons why the first pumped-up CR didn't work out.  At least you can take from the silence that the management aren't showing their hand while selling the infusions business, and aren't attempting to pump for another CR just yet.  I'm comfortable with that.