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$2.87 avita medical inc.

Ann: AVITA Medical Q3 Revenue & Secures $90M Non-Dilutive Debt, page-100

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ThaLuvDocta

1,390 Posts.

312

06/11/23

00:23

Post #: 70738292
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Originally posted by saltland: ↑

I can't assist you with the quantity of sales that's expected from small hospitals. However, I can remind you that the strategy is to get VAC approved and established in the 230+ high volume level 1 & 2 trauma centres first (strategy was the same with MP and before GO was in the pipeline), and the estimated SAM from these accounts was $450M/year based on soft tissue so it will now be higher with approval for FTSD:

"We are focussing on the top 250 (accounts).. and we think we should succeed in initiating those accounts before the year end" - JC Cantor Conference.

From August 2022 Presentation:

As previously mentioned, it seems to me like there's room for high revenue growth until GO is approved hopefully mid next year as per guidance, and shifts to very high growth.

We'll know more at the end of the week so I'm going to try not to crap on any further until after then.

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I still feel growth will be less than expected:

1. Chronically understaffed (for profit —big problem in US) hospitals waiting out for Recell Go.
2. Higher average handling time per sales rep.
3. Lower than previously expected profits per rep.
4. Higher Go expenses.
5. High debt expense due to loan.
6. Slower market penetration.
7. Reduced EPS.

AVH Price at posting: $3.25 Sentiment: Sell Disclosure: Not Held
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