SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Arterial Vascular Engineering AVEI
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mmeggs who wrote (383)10/26/1998 12:13:00 PM
From: Steven Zimmer   of 410
 
Hi!

Thanks for the prompt response! I agree that on balance, the gfx is better than both the multilink and the Nir but the differences are not sufficient. In Europe, the market shares are not the far apart and the ;ast I heard, the Nir was #1 with the AVEI just behind and GDT just behind that. I continue to believe, confirmed by several interventional cardiologists, that bundling will be very important and that on balance the one who bundles the best will win.

I am sure that there are situations where the interventional guy will argue that he or she must have the flexibility and I am sure that the hospital, for clinical reasons, will allow it. However, I think that you will find that such situations will represent only a small portion of the market, in which the AVEI could have a preferential position.

Agree on the peripheral stents but it is a little to far out to help the current stock price. The valuation is low but most investors feel that the risk is too great. they want to see how the competitive situation plays out over the next two quarters before committing to it. the shorts are eager to see this get pummeled and are working hard towards that.

For my part, assuming that Miller doesn't over-negotiate himself out of deals, AVEI should be able to better position itself for the future. If all works out in the next 6 months, the stock is very cheap. I will no more after the AHA meeting.

Greetings
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News