Forum Topics AVR AVR Industry/competitors

Pinned straw:

Added 10 months ago

New peer-reviewed publication of DurAVR claim to superior anti-calcification properties and durability vs competitor tissue:

https://www.frontiersin.org/journals/cardiovascular-medicine/articles/10.3389/fcvm.2025.1512961/full

This has possibly come about as part of the Investigational Device Exemption (IDE) process necessary for approval for an FDA pivotal trial. First patient implanted in that trial is still planned to occur by end of September 2025.

It can also serve to bolster Anteris’ marketing claims on this topic — particularly as a point of differentiation between incumbents when raising further capital or in merger & acquisition negotiations.

PabloEskyBruh
Added 6 months ago

Two new independent studies in peer-reviewed journals point to important trends in TAVR. Neither mention Anteris directly, but both speak to the scientific basis of CEO Wayne Paterson’s regular talking points.

  1. The first speaks to the importance of durability in TAVR. It raises issues and problems that DurAVR solves - https://www.ahajournals.org/doi/10.1161/JAHA.125.041505
  2. The second is a review of SAVR vs TAVR and the closing of the gap in clinical outcomes between the two. The inference is that the less invasive — and more financially lucrative — TAVR is the trending option (providing there is durability) - https://journals.lww.com/jpbs/fulltext/2025/06002/tavi_through_the_years__a_systematic_review_of.19.aspx

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Jimmy
Added 8 months ago

@PabloEskyBruh I know you follow this one very closely hence thought I'd come to you if you had/have any info as to why the sp has continued to fall?

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Saiton
Added 8 months ago

In the short term without doing any major analysis, I expect.

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PabloEskyBruh
Added 8 months ago

I don’t sorry @Jimmy . Just drifting south on no news I suspect but. I’m still long and high conviction but. Nil change to my thesis or valuation.

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