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[posting]59894007[/posting]auch noch sehr interessant aus der antwort-section zu TAVR: Yeah, I mean we've talked a lot about this on previous calls as well. I mean this is a call that Ashley and I are -- a question we get with investors often in, you're trying to predict the future, I mean, it's -- people have different opinions of what's going to happen, what the data is going to be. And I just think there is such a gap between the average age of TAVR patient and the average age of a On-X aortic valve patient that even with that data, the average age of the On-X aortic valve is 58. The average age of a current TAVR patient I think is 78, maybe higher. You probably know the data better than I do on that. So you got a 20-year gap. It is not just the age, right. So let's say the PARTNER III data comes out and the age starts creeping down. The problem is you don't have long-term data for TAVR. And so every year you go lower, you're making a bet for the patient that valve is going to last. So you tell me a 58-year-old is going to get a TAVR valve. How long is that valve going to last and then what do they do on the next operation? So I just think again, we'll see what the data looks like. It's hard to comment because I haven't seen the data. But then I also say you're asking the question in the backdrop of a PROACT 10A trial that's about to start where we can offer a patient under the age of 70 one operation and Eliquis for the rest of their life. I'd love to hear about what the TAVR companies are saying about the data coming out on the requirement to actually anticoagulant the TAVR valves. So if you were to going to put people on Eliquis or some anticoagulant, why are you getting a percutaneous valve when you get a one operation and if you're going to be for the rest of your life? So the way to frame this in my mind is the target is moving for TAVR because maybe it is moving lower. The target is moving for On-X and we're going older because of PROACT 10A. das hatten wir ja schon in der EW-Diskussion ... spannende Sache. |
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| aus der Diskussion: | Gewinnerbranchen der Jahre 2006 bis 2040 |
| Autor (Datum des Eintrages): | clearasil (17.02.19 12:00:59) |
| Beitrag: | 85,020 von 94,068 (ID:59894025) |
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