AVH

5.02%

$3.03 avita medical inc.

Thanks, I will go back and read it again. I understand the...

First 175 Last

Share
Profile

Follow
Melody432

1,231 Posts.

469

29/05/24

08:53

Post #: 74056246
Share

Originally posted by saltland: ↑

Apologies in advance, I'm about to head to work so I need to be brief:

I've read and shared that article previously after being referred to it by Dr. Carter (consultant for Avita, Polynovo, Permeaderm) in a webinar. Most of the dermal substitutes compared in the article are dermal scaffold products (see below for reference) and can be used with RECELL and Permeaderm.

The only competitor to Permeaderm in the article would be Suprathel, which btw has been shown to provide improved outcomes when used with RECELL (I'll post the link tonight).

I don't recall seeing or hearing "guaranteed 50% profit" for Permeaderm. Where did you see/hear that? I always thought it was 50% gross margin.

I've read the Stedical contract and it appears to be favoured to Stedical. However, we don't know the revenue that was previously received by the previous distributor, who has provided Avita their customer list, and how many hospitals Permeaderm has been approved in. Avita need to purchase $5M of Permeaderm inventory this year so, I'd assume OVIK health sold somewhere near that last year but once again, might be wishful thinking. Hopefully, we'll hear more in August when they can discuss the expected revenue.

Expand

Thanks, I will go back and read it again. I understand the differences, but seemed there were several they were doing side by side comparison. I will take another look.

AVH Price at posting: $2.49 Sentiment: None Disclosure: Not Held
1 Upvote

0 Great analysis

Reply

Top Stories

Making money: How many microcaps should be in an investor's portfolio?

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

MIN

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

What each US election outcome would mean for Australian companies & investors

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

There are more pages in this discussion • 20 more messages in this thread...

First 175 Last

Add AVH (ASX) to my watchlist

(20min delay)
Last $3.03		Change -0.160(5.02%)		Mkt cap ! $213.6M

Open	High	Low	Value	Volume
$3.08	$3.10	$3.03	$243.5K	79.49K

Buyers (Bids)

No.	Vol.	Price($)
4	5303	$3.03

Sellers (Offers)

Price($)	Vol.	No.
$3.10	5	1

View Market Depth

No.	Vol.	Price($)
2	1993	3.030
1	993	3.020
4	9339	3.010
7	22223	3.000
2	2003	2.990

Price($)	Vol.	No.
3.190	2221	2
3.200	11346	5
3.220	35148	3
3.240	3200	2
3.250	20168	5

Last trade - 16.10pm 01/11/2024 (20 minute delay)

AVH (ASX) Chart

Thanks, I will go back and read it again. I understand the...

Making money: How many microcaps should be in an investor's portfolio?

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

What each US election outcome would mean for Australian companies & investors

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Thanks, I will go back and read it again. I understand the...

Top Stories

Making money: How many microcaps should be in an investor's portfolio?

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

What each US election outcome would mean for Australian companies & investors

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News