I think you're spot on. Didn't hear anything revolutionary at all, just betting on GO approval as a key driver then getting that big sales force busy trying to sell that and Permeaderm. The VAC process has to get rolling because I'm sure uptake won't be 100% and if there were some waiting on GO there will likely be some holding out for GO mini too. My best guess scenario for this year would be some jump up on GO then relatively steady through Q2 but expecting a dip at some point when annual guidance ends up looking like a definite miss. Of course if you're playing a longer game they could just be two buying opportunities....but as you say, risky AF
Ann: AVITA Medical Q1 2024 Investor Presentation, page-6
Add AVH (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.84 |
Change
-0.120(3.03%) |
Mkt cap ! $268.3M | |||
| Open | High | Low | Value | Volume |
| $3.94 | $3.94 | $3.76 | $511.0K | 134.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 10000 | $3.77 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.84 | 11883 | 1 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| AVH (ASX) Chart |