AVR 5.48% $14.25 anteris technologies ltd

I wish I knew, Stonemason. I've been on this trip for a good few...

  1. 238 Posts.
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    I wish I knew, Stonemason.

    I've been on this trip for a good few years and on the surface, structurally, fundamentally, things have never looked better.

    But.

    I've also learned that having an industry-leading, world-changing product doesn't guarantee success. Far from it. Luck plays a role. Being in the right place at the right time plays a role. And marketing, whether by rep or by roadshow - that plays the biggest role of all.

    So I wait in hope for the numbers to start supporting the potential, because the hype is well and truly dead and buried.

    On a positive note, if I was a fresh investor looking to buy into a medical / pharmaceutical company, and it somehow got onto my radar, I'd put some money into AHZ. Good management, excellent field-tested product with regulatory approval, anecdotal evidence that those who use it rate it highly and a massive market to tap.

    But I'd consider it a long term slow burner rather than a quick buck.

    Side note, the one thing that has always bugged me about Admedus' world-changing product is that no one's made a takeover bid. Pharmaceutical companies with deep knowledge and even deeper products have had all the time in the world to pick the whole bloody business up for a song. Don't they believe in the product, or is it so far under the radar that the only people talking about it are us mooks here on HC?
 
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