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Re: livendi post# 134335

Monday, 11/22/2021 5:11:49 PM

Monday, November 22, 2021 5:11:49 PM

Post# of 140467
This was what was being said before Medtronic. No one saw it coming, nor should they. Im not claiming we are gonna do great here but I think we are at an inflection point. Something has to happen. They can’t get to 2025 without a strategic relationship in place. I don’t think they would’ve announced this delay if they didn’t have something in place. Milestone 4 and anything that happens shortly following that will tell the tale. It has always been about Milestone 4 once Medtronic got involved. Everything else was noise. If milestone 4 came and went without a path forward, it was over even if we were still on the original development schedule. I think they know this too. IMO, this will never see 2025 unless one of the big strategics jump in. So what am I saying? This recent news while concerning really doesn’t mean too much. This is a complete overreaction. A fair overreaction, but still, an overreaction.

I would hate to see loyal longs sell now right before the real news that they should be paying attention to hits. Good or bad. I’m just happy because I think we are close to the end imo.