PNV

0.78%

$2.58 polynovo limited

Polynovo Channel 7, page-30

First 30 Last

Share
Profile

Follow
keepsmiling

4,209 Posts.

308

09/10/18

16:54

Post #: 36055138
Share

Originally posted by strangelogic: ↑

Firstly, great to see PNV getting good marketing exposure.

I have been involved with Avita as a consultant engineer in biomedical product development about 8 years ago and have eyed it off as a potential investment since. The lack of sales traction has deterred me though.

I have not been involved with PNV except as a recent investor.

Both products overlap in the space of skin cell regeneration and Recell has had a hard road as keepsmiling has noted.
There are a couple of key differentiators which give BTM an advantage over Recell for full depth and large area skin repair in my (informed) opinion..
1. The speed and ease of application for full depth repair of skin that does not require immediate donor skin. This is a huge advantage as it creates a protective matrix for exposed subcutaneous areas and reduces infection likelihood dramatically without needing to have the patient in surgery while donor skin is prepared at the acute stage of the injury.
2. The quality of the healed dermis seems to be excellent with respect to flexibility and range of movement and matches the original functionality of the tissue to a greater extent.

The main drawback of BTM in my view compared to ReCell is the need for standard split thickness grafting as a follow-up procedure. That grafting is often from larger donor sites elsewhere on the body as full thickness burns often coincide with significant areas of burn damage locally. The additional surgery and grafting is still likely to be quite onerous and long. ReCell can utilize small areas of healthy dermis that may remain in local areas to repopulate the wound with similar pigment, hair folicle and thickness cells giving a better final cosmetic effect. The potential to use both methods in sequence for best effects is an obvious one in my view.

As noted by posters above, BTM has applications in other areas of body repair besides skin and this is also a significant commercial advantage. It was one of the reasons I decided to invest in PNV. Multiple applications from one technology source is always a healthy sign for growth.

I think it is also wise to remember that biomedical products are notoriously difficult to get through regulation and then become accepted best practice. The medical community is rightly cautious and slower to adopt innovation than most other markets.

GLTAH and feel free to be skeptical of my opinion as you DYOR.

Expand

"I think it is also wise to remember that biomedical products are notoriously difficult to get through regulation and then become accepted best practice. The medical community is rightly cautious and slower to adopt innovation than most other markets. "

This has been my point all along.

strangelogic, what are your opinions on BTMs ability to penetrate the US market for the near future?

PNV Price at posting: 57.5¢ Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

MND

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

TRP

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

MIN

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

ASX Market Open: ASX200 to rise for Friday session | July 26

HRZ

Horizon firms up ore reserve for Boorara ahead of FY25 Q1 development decision

IGO

IGO kicks off earn-in copper drilling on-site Encounter's Yeneena play as it adopts new identity

RHK

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

NVA

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

There are more pages in this discussion • 38 more messages in this thread...

First 30 Last

Add PNV (ASX) to my watchlist

(20min delay)
Last $2.58		Change 0.020(0.78%)		Mkt cap ! $1.780B

Open	High	Low	Value	Volume
$2.61	$2.63	$2.56	$2.465M	952.5K

Buyers (Bids)

No.	Vol.	Price($)
3	10700	$2.57

Sellers (Offers)

Price($)	Vol.	No.
$2.58	24502	5

View Market Depth

No.	Vol.	Price($)
1	1356	2.560
3	14994	2.550
5	18736	2.540
2	3382	2.530
2	19162	2.520

Price($)	Vol.	No.
2.580	1698	1
2.590	2201	1
2.600	2201	1
2.610	2201	1
2.620	2201	1

Last trade - 16.10pm 26/07/2024 (20 minute delay)

PNV (ASX) Chart

Polynovo Channel 7, page-30

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

ASX Market Open: ASX200 to rise for Friday session | July 26

Horizon firms up ore reserve for Boorara ahead of FY25 Q1 development decision

IGO kicks off earn-in copper drilling on-site Encounter's Yeneena play as it adopts new identity

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Polynovo Channel 7, page-30

Top Stories

Monadelphous inks $200M contract with Woodside to help build Pluto LNG – but will it make Scarborough cheaper?

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

MinRes jumps 5% as the company meets production guidance – depressed iron ore prices be damned

ASX Market Open: ASX200 to rise for Friday session | July 26

Horizon firms up ore reserve for Boorara ahead of FY25 Q1 development decision

IGO kicks off earn-in copper drilling on-site Encounter's Yeneena play as it adopts new identity

Red Hawk upgrades Blacksmith with DSO mineral resource at the Eagle Deposit

Nova locks in NASDAQ US market listing at a value of only US$3.3M as ASX gets quieter and quieter

Nine's staff strike as Paris Olympic coverage begins

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News