When one considers that 100,000 patients need transplants each year but only 2,000 get them, I believe left ventricular assist devices are one of the more interesting investment opportunities in the medical device space.
Of patients admitted to hospital with acute heart failure, the 1-year mortality is 30–50%. Currently, I believe THOR's LVAD has bridge to transplant approval but the real winner will be the device that first gets US approval for use as a destination therapy and I believe HTWR has the lead. On the other hand, both THOR and HTWR make interesting potential buy out candidates.
