Very interesting article, Redant, thank you for posting.....
I found this segment from the article interesting,
“When it comes to M&A, we continue to look for opportunities,” he (J&J CEO Joaquin Duato) added. “And when it comes to medtech … we look forward to growing in areas that are close to where we are today: vision, cardiovascular, surgery, and also high-growth segments in orthopedics.” (emphasis my own)
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When the dust settles and we have more and more patients reproducing the astounding results seen in the first 21 patients I believe there is going to be a major battle encompassing not only the current incumbents in the TAVR space but also outside companies looking to enter the TAVR and SAVR space. The reason I believe this is simple..... The DurAVR has an awesome opportunity to take the ENTIRE TAVR market. It is the final battle. Whoever owns the DurAVR owns the TAVR space.
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