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EBR Systems' (ASX: EBR) John McCutcheon highlights the recent FDA approval and CMS's proposed payment increase for their Wise CRT system. This breakthrough technology synchronizes heart ventricles without the need for a traditional lead or wire, offering significant clinical advantages.
With no competition in the sector, the device targets a $3.6 billion US market. The absence of international manufacturing reduces tariff concerns, despite the dynamic nature of trade policies. Additionally, the current US administration's support of medtech aligns with EBR's growth ambitions.
John mentions the significance of the upcoming Heart Rhythm Society meeting in San Diego, marking their US commercial launch. As EBR ramps up sales and training, the timing aligns perfectly to showcase their innovations to potential physician customers.