Obviously it's best to wait for the replay in the next day or...

Obviously it's best to wait for the replay in the next day or two but until then, I don't want to leave you hanging. I listened to it while I was working and I made these quick notes (I could have misheard though):

• Convert all accounts to GO by end of Q3
• RECELL GO saves hours of OR time for large TBSA wounds. Shorter time under anaesthesia – safer for patient (maybe DrS77 can tell us the benefits). Since hospitals get paid by the size of the injury, saving time in the OR is economically beneficial to hospital.

• Anticipating 50-70 new trauma accounts in Q3
• The new matrix, Cohealix, showed in the animal testing that wounds (I think burns) were ready for grafting 40% faster than any of the competitors on the market.
• Approval October 1? Preclinical data in Q4. Commercialisation Jan 1 ~ initially to KOLs (experienced RECELL surgeons) to build data.
• Once again, they owned the Q1 revenue miss
• GM is expected to increase 1 or 2% in H224
• OPEX will be flat from now on and will be in the range of $27-29M or $24-26M less non-cash items. All the expansions which required additional investments (sales force, manufacturing, R&D) have stabilised.
• 10-15% consecutive quarterly revenue growth in FY25 gets them to FCF and profitability in Q325 (they’re expecting higher growth rates though)
• With FY24 revenue expected to be below the $75M threshold, they won’t be eligible for the $25M OrbiMed tranche but they said they’ll have sufficient cash to execute their strategies given the expected revenue growth rates and stabilised expenses going forward.