AVR 1.29% $17.97 anteris technologies ltd

There will always be competitors developing alternate products....

  1. 611 Posts.
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    There will always be competitors developing alternate products. Can't stop that.

    What Admedus can solve is the long-term suitability of these valves. As several company presentations have pointed out, TAVR has been restricted to older patients as the technology isn't yet robust enough for long-term implantation.

    Here's an example of an explanted Edwards Sapien valve that had calcified:

    https://hotcopper.com.au/data/attachments/1982/1982819-c94012c742a83a4093fe4e8f8b51545a.jpg

    The Admedus valve may avoid this kind of calcification, and hence be able to address the life-time needs of younger patients.

    It's an emerging field. Remember that it wasn't that long ago that ball-and-cage valves were the standard:
    https://hotcopper.com.au/data/attachments/1982/1982837-c179d13da402d32a8d7ebecc1fbabff5.jpg

    We're getting more sophisticated, and you must be aware the Scientific Advisory team for Admedus includes surgeons that have established careers in valve replacement. We, and the product design, are benefiting from their experience.

    As for the synthetic Foldax offering; it's great they have reached human trials. As long as they share their results and experience the whole field will benefit.
 
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