Stonemason, great post as always. I speculated the scenario two and a half months ago but HC doesn't seem to listen to scenarios when they are not fact.
Stone, Edwards and Medtronic have most of the TAVR market so the best plan of attack would be to amalgamate ADMEDUS with the two leaders that have a track record and most of all distribution corridors in the TAVR space. With the ADAPT technology, these two companies problems of calcification are over allowing the customer base to stay intact and allowing ADMEDUS to expand their tissue and devices by working with the leaders of the TAVR space.
The ADAPT tissue is hands down the real gold standard and f0r the two leading companies in the field to stay there, they have to make a deal with ADMEDUS. I believe it to be unbelievably huge.
Why would you go head to head with your opposition in the TAVR market when the three together meaning ADMEDUS, Edwards and Medtronic would rule the space and believe me, ADMEDUS needs help to rule the space.
Just my humble opinion.
AHZ Price at posting:
26.5¢ Sentiment: Buy Disclosure: Held
