I just watched the recorded webinar from 5th December. Available...

I just watched the recorded webinar from 5th December. Available on avita medical website under investors-presentations

its a great watch really

Summary of points in no particular order:
1. Growth runways laid out
2. Profitability forecast confirmed
3. Chronic wound indication approved by FDA explained, that this was a unexpected bonus, and why this means a much wider market is now available (eg wounds like those on the feet of diabetics or elderly people with ankle ulcers), but this is why it will take a little longer to get through hospital VAC process - as specialists from many more backgrounds, and not just trauma and burns surgeons, are needed to be part of VAC process - ultimately this small delay a very GOOD thing for future sales!! Essentially everything that needs skin grafting can now be done my ReCell in the US.
4. David O Toole, new COO who is buying shares on market recently discusses balance sheet and capital position.
5. ReCell GO confirmed timeline for FDA and discussion of benefit
6. Vitiligo study underway to help achieve reimbursement
7. International role out discussed via 3rd party and benefits without risks.
8. Portfolio expansions plans of wound dressings to complement ReCell on the agenda with studies underway.
9. “3 layers” of IP protection discussed, and how the monopoly on this technology lies very securely with Avita Medical.


I like what Jim Corbett is doing here. His resume speaks for itself, he knows what it takes for commercial success.