AVH 6.29% $2.68 avita medical inc.

Interesting q2 presentation, page-16

  1. 355 Posts.
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    The investor call was compelling. Great work JC.
    Worth a listen.

    Expecting in the order of US 90-100million annualised sales in 12 months. Costs will not increase, much of the R@D behind us. Confirmed profitability within a year.

    There was new information about the new dermal matrix that was very exciting. The first talk of a name “Co-Heal-ix”or similar…..name formed from “collagen healing helix”.
    Impressive data so dar increases the healing speed reducing “time to graft” (ie ReCell on top) by over 40percent quicker than ANY competitor on the market, including PNV’s BTM. Yes it’s animal studies, but no reason to think it won’t translate to humans with a technology like this. Healing is healing. In any case we will know soon enough, October 1st 24, think they said for approval, with launch December 24.

    It’s full steam ahead here.

    The writing is on the wall.

 
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