Anteris Technologies Global Corp.

ASX:AVR

Anteris Technologies Global Corp.

ASX:AVR
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$6.75 (+6.6%)
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#34
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10
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Reports (2) My Report Forum Investors
Forum Topics AVR AVR CEO Interview

Pinned straw:
PabloEskyBruh
Added a month ago

Proactive Investor’s latest interview with CEO Wayne Paterson. It’s mostly Paterson’s practiced patois, nothing groundbreaking.

I’ve linked the video at the bottom, but the only interesting/new points for me are:

  • it’s apparently well-documented that Euro approvals tend to follow each other — so Anteris getting their first in Denmark means the others will likely follow shortly;
  • TCT meeting in San Francisco this week that will include investigators in the trial; and
  • Nil blame-shifting to FDA. Possibly Paterson genuinely accepting that Anteris made errors or underestimated the difficulty of the IDE process. Possibly also Paterson understanding that nothing good or productive comes from a company wading into American politics.


[Link to video]
mikebrisy
Added a month ago

@PabloEskyBruh this one is looking interesting. I’m trying to get a handle on timeline. With 1000 patients and a one-year follow up end point (I think), it looks like quite a long pathway to any potential approval (3-4 years?)

Are you expecting interim readouts? For example, does the entire dataset remain blinded until completion of all endpoints? (Which is my initial thought.) In which case, I guess the interim news flow will be mainly around enrolment and completion of procedures milestones.

I don’t know much about $AVR. Have always followed your posts on it, but it has always been " too early " for my med tech investing strategy. Apart from that, it looks like the kind of opportunity I’d get interested in, provided of course it doesn’t run away, like it has in the past.

Disc. Not held

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PabloEskyBruh
Added a month ago

@mikebrisy, I think you are on the money for timeframe. I think best case scenario is PMA in 2030.

Both myself and ChatGPT are unsure about whether the Paradigm trial will involve interim readouts. However, they are also measuring 30 day endpoints as well as 1 year so the totality of that will be known (to the investigators at least) some 11 months before the the planned Sep 2027 completion. That end date is still what’s listed on clinical trials.gov (https://clinicaltrials.gov/study/NCT07194265?cond=Aortic Valve Stenosis&sort=StudyFirstPostDate&limit=10&page=1&rank=9 =table), but that may be a bit optimistic at this point.

My own investment thesis is that more generous consensus valuation will come well before that final data. I think the 24 hour period after the procedures is critical and that’s when clinicians are paying most attention to the data. I think the trial has also been designed to include some high-volume centres and surgeons will be able to choose the competing product they are most familiar with.

I’m glad you are finding it interesting but, because I very much value your perspective, research and insights. There’s a trading halt atm and likely a dip post-capital raise ahead so probably not a bad time to go digging. If you think there could be value I’d suggest time is presently on your side for your efforts not to be wasted.

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PabloEskyBruh
Added a month ago

Presentation at TCT San Francisco:

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