Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 905)

[Algol]

Ganz interessant zum Thema Bafin/ Wirecard/ Leerverkäufer:

https://www.capital.de/geld-versicherungen/wirecard-und-die-…

[clearasil]

Drogenkrise in den USA: US-Familie Sackler angeklagt

Pharma-Dynastie Sackler Der Drogen-Clan

Amerikas Opioid-Epidemie ist ungebrochen. Hauptursache ist das populäre Schmerzmittel Oxycontin. Jetzt ist die prominente US-Milliardärsfamilie Sackler, die es herstellen lässt, erstmals angeklagt.
http://www.spiegel.de/wirtschaft/drogenkrise-in-den-usa-us-f…" target="_blank" rel="nofollow ugc noopener">
http://www.spiegel.de/wirtschaft/drogenkrise-in-den-usa-us-f…

[Algol]

https://seekingalpha.com/article/4241767-applied-materials-t…

Fazit,
wer in einen der Chip-Ausrüster investieren möchte, sollte sich für ASML entscheiden und AMAT meiden

[ungierig]

Habe eben nochmal LMAT angeschaut, die habe ich auch mal versucht fachlich zu beurteilen. Mir kamen damals Zweifel und die waren wohl nicht ganz unbegründet. CRY gefällt mir eindeutig besser, was mir etwas fehlt ist die Breite des Patientengutes. Habe nicht oft Patienten, die eine solche Ops bekommen... und gefühlt sehe ich "Unmengen" von Patienten;-)

[ungierig]

Antwort auf Beitrag Nr.: 59.893.944 von clearasil am 17.02.19 11:37:30

Beeindruckend ohne Zweifel, positiv fällt mir die Klappentechnik auf, die MArktanteil gewinnt. Sowas ist gut, man wechselt als Klinik nur wenn auch wirklich ein Benefit existiert. Zweitens begeistert mich die "Klebetechnik" Bioglue, das kombiniert mit Stents sieht gut aus. Kenne als Hausarzt nicht den Markt für Stents, aber der ist sicher hart umkämpft, aber es gibt garantiert (bei uns noch)Steigerungsraten mit der Bevölkerungsalterung an sich und weltweit werden immer mehr Menschen solche Gefäß-Ops brauchen und bezahlen können, siehe geplante Marktausweitung.
Siehe mechanische Herz-Ops, es wird kein unendliches Wachstum geben, nicht jeder alte Mensch braucht einen Stent weil die Gefäße "verkalken". Die konservativen Behandlungen der Gefäße werden definitiv immer besser.Jedoch gibt es in Deutschland seit kurzem ein Screening für Erweiterung der Bauchschlagader(Aortenaneurysma), d.h. es werden viele asymptomatische Träger einer Stent-Op zugeführt .
Ein Spruch meines Chirurgie-Professors fällt mir noch ein, an einem Gefäß-Patienten können sie ihren Op-Katalog für die Facharztprüfung abarbeiten. Spricht jetzt auch eher für CRY

[Tamakoschy]

Antwort auf Beitrag Nr.: 59.893.944 von clearasil am 17.02.19 11:37:30

lg cleara, der ein er und keine sie ist!

Ich war auch etwas überrascht. Lachsfängerin hätte aber auch etwas.

[clearasil]

man sieht, was passiert:



zuletzt Konsolidierungsphase.

[clearasil]

Antwort auf Beitrag Nr.: 59.894.025 von clearasil am 17.02.19 12:00:59

und nun abschliessend dies:

When we put together our five-year strategic plan, we look at all these considerations. And so again one of the things I think we've shown and you would agree that as we kind of solidify a market like the U.S. once we acquired On-X, we have not really invested. In fact their year-over-year spending increased from 2018 to 2019 was like zero. We don't have to add investment into the U.S. channel. We're still -- we're one year into JOTEC and so we just want to record a bunch of countries, we’re still rounding that out. But that infrastructure will be fixed in 2019.

So in 2020, I don't see a big increased investment in the JOTEC channel in Europe, so those two are fixed. We just told you, we're investing $2 million in Asia Pacific and Latin America. Those will be fixed probably at the end of 2019 as you get to full year '20 once they annualize on themselves. So when you finish 2020, your global channels are fixed. I then backed it up with 13 new products that are coming out around the world and I don't have to add any new reps.

So it doesn't take a lot of math to figure out how you get to the operating margin of 20% just by leveraging your channels with 13 new products. As it relates to gross margin, we have a goal. We're not good to break out where it all comes from, but we are looking particularly on the cost downside. I hired a former operations executive, I worked with at Medtronic, also he ran the global supply chain at Baxter. CryoLife, legacy CryoLife, kind of, On-X and JOTEC have done zero cost down in the last five years, it just wasn't something they focused on, right. We have got the pieces in place just on the cost downside to get one point over the next five years. It's not easy. We'll be using all kinds of employing things like lean, like design for liability, like purchase price reduction from our suppliers, but not even getting into kind of mixed new products and all these kinds of things. We're working to get to the 1% cost down frankly on basically on cost, cost reduction, something we have very high control over.

[clearasil]

Antwort auf Beitrag Nr.: 59.894.007 von clearasil am 17.02.19 11:56:08

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.

[clearasil]

Antwort auf Beitrag Nr.: 59.893.944 von clearasil am 17.02.19 11:37:30

hier noch ein paar interessante Auszüge aus dem cc:

First, we expect to introduce three next-generation JOTEC products into select international markets in 2019. These include our next-generation Frozen Elephant Trunk called E-vita Open Neo, our second-generation thoracic stent graft called E-nya, and our -- and the first-ever off-the-shelf branched thoracoabdominal device called E-nside.

Second, we are continuing to advance our regulatory approvals. As you recall, we completed the enrollment of our clinical trial for BioGlue China in 2018, and we remain on track for regulatory submission in the first quarter of this year. Third, we also recently completed the enrollment of the PerClot study of United States, setting us up for a PMA submission to the FDA in early 2020. This is delayed compared to our previous guidance due to work establish -- to establish our large-scale manufacturing process and the related verification and validation work including shelf-life studies to support the anticipated launch post approval.

Fourth, we are excited about the upcoming Ross Master Class at the upcoming AATS Meeting in May. Dr. Paul Stelzer from Mount Sinai, New York will be presenting a subset of the 600-plus Ross procedures with up to 20-year follow-up. The Stelzer series when combined with the recent JACC publication by Mazene [ph] coworkers provides a retrospective look at more than 4,600 patients from 10 different literature reports that underwent the Ross procedure.

For those who are unfamiliar with the Ross procedure, it is a double valve a procedure where pulmonary allografts are used to replace the patient's native pulmonary valve which has been moved into the aortic position. We've seen an uptick in the Ross procedure over the last couple of years and it has helped to drive over cardiac tissue revenues. The data shows that the Ross procedure restores normal life expectancy to patients and it appears to be the best option for young to middle-aged patients with the diseased aortic valve. The symposium will highlight the very compelling long-term efficacy data for the procedure and should be a clear positive for our cardiac tissue business.

Fifth, we are investing in the development of our distribution channels in Asia-Pacific and Latin America. Last year, we strengthened our commercial leadership team with the addition of two seasoned sales professionals to lead our commercial efforts in these geographies. We will begin migrating to a direct sales model in the second quarter in Brazil with our legacy CryoLife products.

And sixth, we will enhance our sales channel across Asia-Pacific with a focus on China, where we expect to have new distributors in place by mid-year.

We expect these initiatives to deliver high-single-digit revenue growth in each of the next five years. And with that, we are providing 2019 revenue expectations between $280 million and $284 million.

+++ I would like to highlight several important opportunities in our pipeline. First, we have submitted our IND for the PROACT 10A trial and are hoping to begin enrolling patients in the first half of this year. We held an investigators meeting in late January at the Society of Thoracic Surgeons Meeting and there's significant enthusiasm for the trial and great anticipation for the commencement of the study. Through this trial, we will seek to obtain FDA approval with the On-X aortic valve using Eliquis rather than Coumadin as the blood thinner. We look forward to working with the FDA; we'll provide more details as they become available.

+++ And fourth, beginning in 2023, we look to leverage our JOTEC product line, which is currently not approved for sale in United States. We plan to conduct clinical trials in the United States with the three next-generation JOTEC products that are slated for launch in Europe this year, with the goal of obtaining FDA approval for each product.