Totally agree. In that presentation they gave a figure of 420,000 patients (only US numbers, Japan not included) (Vitilago not included). Go kits will do 300 patients each so to treat 420,000 Avita only needs to manufacture 420,000/300=1400 kits, very good economics. And establishments only needing to stack a few GO kits rather than thousands makes the new deal coming look very promising.They have said these new kits will come at $2,000,000 making cost per patient 2000000/300=$6500 equal to the price of one older throwaway kits. At 420,000 patient you do the sums, no wonder two of the biggest funds on the planet sit at the top rung of shareholding for this little baby.
Ann: Avita Medical Investor Presentation, page-5
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