coming down to Aroa and Polynovo; Avita seems out of the race for bow, page-33

Hey Keep Smiling

Yeah on sales- and Market Cap- 250 million 36 million AUD (8x) and Polynovo is say 44 million and market cap 900 million (21x sales)
However PNV is also a higher margin product, I am seeing 85-90% (some quoting 95% which isn't reflected in their reports). ARX was 70% margin but I believe now they are reporting it is up to 76% margin- this could be due to increased scale of staff, more sales, and efficiencies in manufacturing. This makes sense- I think a synthetic would always have an advantage over animal prodcut in cost of manufacture

Does anyone know how ARX is made- they say they remove all traces of animal product from the extracellular matrix, to stop any chance of infection. We have seen papers showing some animal based products are leading to increased infection in the journals- but again I am not finding any reference to Aroa.

I am happy with PNV at this stage and have high hopes for the company-