BTW page 31-32 of the report lists all the competitors - which was good.. But where was this sort of analysis we are discussing ...that should have been in that report? (what stage are AVR at with the development of TAVR vs as you say comparing how much the competitors had spent (to this stage) and how much have they spent since? .. was it in there?
Anyway. Great discussion.
All the best
IMO
New AVR detailed research report with valuations, page-57
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