Look - I think they have a reliable and technically stunning product, but the profit expectations are simply overblown. What we're seeing now is the share price returning to more reasonable projections.
I'm happy that VCR will soon get to market, because there is barely room for one player in LVAD, let alone two. If HeartWare come on the scene, the margins will be very thin indeed. I hope that doesn't happen.
I congratulate you on a very socially responsible investment. There isn't much money in it, but it will improve the quality of a lot of people's lives, and you can't put a price on that.
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