Another good presentation where they talk very clearly about the opportunity, how they are preparing and the path to get there. Got to say, it all seems to be laid out methodically and execution appears to be well done. The most striking thing for me is the absolute confidence they portray with next steps. For example building up a fully ready to go RECELL GO inventory before they have approval. i.e. we expect to get it, so we'll spend all the money to make sure we go from day 1. Did the same with their sales team before trauma injury approval.
I invested in AVH many years ago because of the fabulous tech, and have ridden the highs and lows, but it is really pleasing to finally see the commercial opportunity of this tech being realised for the betterment of patients - and shareholders. I think I'll continue my journey with them a while longer. GLTA.
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