Ann: AVITA Medical to Announce First Quarter 2024 Results, page-41

Just had a chance to listen to the Q1 call. Definitely put a lot of emphasis on GO but I just can't see how they get to $78.5 million for the year. Investing now seems like a bet on a spike post GO to then try and guess how to avoid a dive on what seems like an inevitable annual guidance downgrade OR you can figure this is close enough to a long-term low and you're believing in a decent return after a couple more years.

Was a bit vague around what's going on with burns, citing around 20% admissions down in January. I didn't follow exactly but I think JC suggested if this held through the quarter then that could explain the decrease in that part of the business. Later though in response to a question he said they weren't seeing that now so leaves it a bit hard to decipher. He definitely thought burns would remain the larger part of the business through 2024 so it's key to hitting guidance. Would be interested in anyone else's take on that?