Listen to the conference call especially regarding Cohealyx.
Not only that the sales of game changing ReCell Go are rapidly growing in the US prior to International roll out.
Now we enter the realm of quite possibly having the best-in-class dermal matrix. The early evidence on Avita Medical's dermal matrix Cohealyx is impressive. Early signs are it is significantly superior product to other dermal scaffolds such as PNV's Novasorb BTM and other competitors which Avita have compared it to in porcine studies. Yes, it's Pig models so far - but these models vastly corroborate in humans. So it's quite reassuring. Compared to all main dermal matrix competitors currently used Cohealyx in these studies leads to faster time-to-grafting by DAYS and faster time-to-closure by DAYS. This is big.
Faster grafting and faster closure leads to faster discharge. Every day in hospital is a huge cost so this is a benefit to not just patients but a large cost saving and efficiency benefit to hospital = all likelihood will lead to aggressive market penetration.
So in summary: Avita Medical may well has the ONLY autologous spray on skin for closure and now soon may have the BEST IN CLASS dermal matrix.
Dermal matrix market penetration would add a large revenue stream. 100% Synergy with the current sales force as its the same patients we are already treating with ReCell. Global domination in wound care would be the result!
AVH Price at posting:
$3.65 Sentiment: Buy Disclosure: Held
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