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$2.46 avita medical inc.

Don't consider selling before profitability, page-370

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saltland

438 Posts.

837

17/04/24

14:40

Post #: 73389107
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Originally posted by saltland: ↑

Good question that I don't know the answer to. Below is what I'm thinking though:

PermeaDerm was granted 510K FDA approval in 2016 so I'd like to think that their previous distributor, Milliken/OVIK Health, would have already gone through the VAC process by now.

If they need to add more accounts, I'd imagine now would be a good time/most efficient. If the agreement is similar to Avita's third-party international distributor strategy where Avita will train partners and partners will be responsible for reimbursement, commercial activity, physical distribution, and selling - my guess (so good chance it's wrong) is costs would come out of the 50% gross margin that Avita would receive from sales.

I also wonder how many eligible PermeaDerm cases there are? We know it can be used with all the RECELL cases but how many on their own? Multiple times more would be my guess because it's more likely to be used on small wounds too since it comes in sizes starting from 322m2 (~2% TBSA).

Expand

Correction: 322cm2 not m2

Some PermeaDerm links while I'm at it:
PERMEADERM Bioactive Matrix Dressing
INSTRUCTIONS FOR USE

AVH Price at posting: $3.12 Sentiment: Hold Disclosure: Held
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