AVH 5.88% $2.70 avita medical inc.

If the suspicion is there's a contribution to the reduced...

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    If the suspicion is there's a contribution to the reduced guidance from doctors waiting for GO then this will also impact Q2. Assuming approval end of May so little room for reversal in that quarter. They've also admitted VAC approvals are slower than expected so I struggle to see Q2 hitting $15 million let alone $20 million. That'd leave some serious selling to do in the second half to hit guidance at all. We need to see some kind of evidence that FTSD doctors are really wanting to take up this technology. We already have reason to believe some are only moderately interested until the mini comes online so they're going to have get some more partnerships happening to keep these 100+ reps busy until the full modern RECELL system is up and running
 
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