SE1 2.53% 8.1¢ sensera limited

@Lefevre, I agree that the stars appear to be aligning...

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  1. R-7
    539 Posts.
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    @Lefevre, I agree that the stars appear to be aligning for Sensera along multiple verticals. You know I'm a fan.


    That said, I have to admit to being a little perplexed over the past year or more trying to relate Abiomed growth (through Impella sales) to Sensera. As I understand it, Sensera has IP for fluidics that relate to components in Impella heart pumps, but I believe Sensera has only recently started selling these MEMS components to Abiomed (since Oct 2018, when they achieved ISO 13485 certification). So what has Abiomed been doing till now for its sales of Impella (or said another way, how sticky is Sensera in the Abiomed supply chain, if they've not been involved until now in component supply for Impella devices)?


    Appreciate your, @Charterrierist or other contributors thoughts on this. GLTAH R-7

    Last edited by R-7: 16/01/19
 
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