Media, page-151

A 2x expansion of previous management's 40k manufacturing capacity guidance with RECELL doesn't have the same ring to it

The focal point for me was they will have efficiently increased the current manufacturing capacity to 80k RECELL GO kits (if/when approved) by mid 2024, which has the potential to bring in over $400M/year in commercial revenue from the U.S. and ROW.

For clarity, see below a couple of scenarios on how I got to the >$400M/year number:

		FY27-28?	Disposable Kits Sold	US : ROW
1	U.S. Revenue ASP: $6500	$364M	56,000	70%
2	International Revenue ASP: $5000? Agreement 50:50?	$60M	24,000	30%
3	TOTAL	$424M	80,000	100%

		FY27-28?	Disposable Kits Sold	US : ROW
1	U.S. Revenue ASP: $6500	$416M	64,000	80%
2	International Revenue ASP: $5000? Agreement 50:50?	$40M	16,000	20%
3	TOTAL	$456M	80,000	100%

It doesn't worry me (insert OCD tic) It's much more enjoyable when this platform can be a quality source for sharing information, ideas and informed discussions which we all can hopefully benefit from. As always, I appreciate your kind words and posts.

Agreed. It's also worth noting that RECELL would have been used off-label since the patient was only 10-years old when treated which indicates the high degree of confidence the more experienced physicians have using RECELL. Looking forward to much more patients and physicians benefiting from RECELL/GO/mini as the company continues to expand.