Thought Id touch on this subject as many things have happened in...

Thought Id touch on this subject as many things have happened in the last 2 months.

Heartware :

- bought circulite for 300m+ which validates that there is a market for class 3 HF
- they spread rumours to euro hospitals that the fda wont resume our trial in the US which underlines they view us as competition if we are indeed successful
- fda warning LVAD companies to improve theyre safety profile which is good news for us as our product trumps lvads from a safety perspective.
- in the last month or so , HTWR stock has tumbled $40 ! market cap slashed by about $700m.

will inst/investors finally realise that we are the future in this space and could be a big player in the next 36 months ?
either way , HTWR's fall could be our gain.


Thoratec :

- under a takeover bid of $3.5b from St Jude which confirms that the big medtech companies want to enter this market.
- Thoratec revealed as a board observer in SSH. Why would they pay $3m to have a board observer ?
Those rights transfer to St Jude. is there a bigger picture ? Was St Jude interested in thoratec and maybe SSH as well from a few years back ?


Sunshine Heart :

- fda resumes trial. approves trial amendments which will protect us during the trial in terms of stopping the trial again.
- surgeons/doctors on board believing in the tech.
- SP has been poor but hopefully the bad bumps are behind us. enrollments are key to move forward in terms of trial+improve the market cap of the company.
- CEO confirms in an interview that ST Jude and Sunshine Heart would be a good fit and that the observation rights transfer to St jude if theyre takeover of thoratec is complete.


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we are not a $2 stock. bad enrollments can take us down further but still , were not a sub $50m cap stock.
neither is the board/management.
once we are at a more acceptable level , dilution fears at low prices will subside. the new loan if it comes into play will give us more time/breathing space and hopefully the stock recovers.

upcoming milestones ( not in order )

- enrollments ?
- first in human ?
- cpulse 2 updates
- loan which replaces the first loan with svb
- german reimbursement
- euro progress ?


your thoughts on heartwares recent fall and our relationship with thoratec , and are we still a target for St jude / others ?