AVR Anteris Technologies Global

$AVR I was on the Cantor call with Dr. Meduri. Said Anteris expects Paradigm full enrollment Q1, this would be amazing. They also said 80 sites for the Paradigm globally!!!! Only positive news.

$AVR Interesting signal in Qualitate’s Oct. 28 TAVR survey: • SAPIEN handles ~76% of cases across 26 US programs. • Evolut use is nearly twice as high at larger programs: 21.4% vs 11.4% at smaller programs. • Yet 23 of 27 implanters prefer self-expanding valves for small annuli. My read: smaller programs may favor a familiar balloon-expandable workflow, while small-annulus hemodynamics push physicians toward self-expanders. That’s DurAVR’s opportunity: deliver compelling hemodynamics through a balloon-expandable platform. If PARADIGM validates the performance and teams find the workflow straightforward, SAPIEN-heavy centers could become attractive adopters. Their current valve mix may reveal demand for a better balloon-expandable option. Small survey, not an adoption forecast—but a compelling fit with the Anteris thesis.

$AVR $ABT digging into where Abbott actually is with its balloon-expandable TAVR, and the gap vs Anteris is bigger than I expected. Abbott did its first implants in Nov 2024. Its US feasibility study is 11 patients & there's no pivotal announced. On the Q3 call Ford just said "we've got a balloon expandable TAVR valve going in" with no timeline. Anteris is already enrolling a 1k patient pivotal across the US/Europe. FDA signed off on it a year ago. Feasibility to pivotal to readout takes years. Anteris is through the steps Abbott hasn't started. What jumped out: same doctors on both. Latib & Bapat did Abbott's first cases and are core to DurAVR. Kodali led DurAVR's first-in-human paper and is presenting Abbott's data Sunday. They go back to back at TCT on Nov 1. DurAVR's first medium-size data at 11:06, Abbott at 11:13. Duravr data first Building is Abbott's call. Buying would be a lot faster and smarter, I am not saying they will acquire but they have an appetite for the product.

$AVR - Still a name that nobody is talking about. Enrollment updates in coming Months should at least build awareness. Seems a bit oversold here.

$AVR PARADIGM isn't just a trial, it's the launch footprint. 87 sites, ~75 in the US, mostly big programs running ~400 TAVRs a year vs a ~150 national avg. By approval, every one will have implanted DurAVR, trained their teams and seen their own patients' data. The hardest part of any launch, getting doctors to try it, is already won. Centers are calling to get into the trial. Napkin math: ~80% of patients fit small/medium, half go DurAVR at Sapien parity ~$38K = ~$475-555M/yr from trial sites alone. Cantor has $392M in 2030. Win the hemodynamic secondaries and get NTAP, and $45K gets ~$560-650M. No big sales force needed. Start lean at sites that already know the valve, let revenue fund the ramp. Wayne's background is commercialization, and this looks deliberate. The real constraint is manufacturing, not demand. Illustrative, if manufacturing is the problem? it’s a good problem to have; that can always be fixed This why imo Way says cash flow positive soon.

$AVR - Maybe a very slow road, but this has incredible potential. My plan is to continue to add, and just put it away until 2028

$AVR A 10% owner, L1 Capital Pty Ltd, bought about $6.71M of Anteris Technologies stock on the market on Oct 2 and Oct 5, 2026. A Form 4 filed Oct 1 showed about $3.03M more, bought Sep 30 and Oct 1. Code P, a purchase; the 10b5-1 plan box is not ticked. Source: SEC Form 4, filed Oct 6, 2026: https://www.sec.gov/Archives/edgar/data/2011514/000181764626000029/0001817646-26-000029-index.htm Information, not advice.

$AVR Anteris Announces Upcoming Data Release for Medium-Size DurAVR THV from EMBARK Study at TCT 2026 AVR) today announced that Azeem Latib, MD, will present the first 30-day clinical and hemodynamic outcomes for its medium-size DurAVR® Transcatheter Heart Valve (THV) at TCT® 2026 – The 38th Annual Transcatheter Cardiovascular Therapeutics Conference, taking place in San Diego, California, October 31-November 3, 2026.

$AVR - Topped up here. Couple hunded K total. Thin name. No eye balls. i like it. See you are $10+ when the action starts.

$AVR “Anteris Advances Global PARADIGM Trial Expansion with German Regulatory Clearance MINNEAPOLIS and BRISBANE, Australia, Oct. 19, 2026 (GLOBE NEWSWIRE) -- Anteris Technologies Global Corp. (“Anteris” or the “Company”) (NASDAQ: AVR, ASX: AVR) announced today that it has received full regulatory clearance from the German Federal Institute for Drugs and Medical Devices (BfArM) for the DurAVR® Transcatheter Heart Valve (THV) global pivotal trial for patients with severe calcific aortic stenosis (the “PARADIGM Trial”). This clearance enables Anteris to initiate patient recruitment at leading German centers and represents an important step in expanding the PARADIGM Trial’s European footprint. Germany is Europe’s largest and most established transcatheter aortic valve replacement (TAVR) market.

$AVR released German regulatory clearance for its DurAVR PARADIGM trial, enabling patient recruitment in Europe.

$AVR just now got Germany. What has this company been doing over the past year since the Capital Raise . 320 million most likely down 100 Million to around 220 Million. Raise coming by Spring 2027. 5$ incoming.