I think you're right given they provided preliminary updates for...

I think you're right given they provided preliminary updates for Q3 and Q4 2023. Thanks for the reassurance, it's given me the confidence to add the event to my calendar for the upcoming quarter

2024

• New International Distribution Partnerships over next 6-12 months: Australia, Japan, Europe.
• Complementary Products: Expand product portfolio, and co-development transaction with another company. Sounds like another update will be announced soon.

April 10-11, 2024

• Preliminary Q1’24 revenue: Guidance is $14.8M - $15.6M.
• Cash and cash equivalents: December 31, 2023 ~ $89.1M. Could be around $77M if the cash burn rate is similar to Q4'23.
• FY24 revenue guidance: Guidance is $78.5M - $84.5M. PermeaDerm was launched in March and revenue from PermeaDerm sales hasn't been included in the FY24 guidance so it's possible we could get a revenue upgrade sometime this year (could be as early as Q2) if the RECELL business is meeting or exceeding expectations.
• Q2’24 revenue guidance. I'd like revenue guidance for Q2 to be over $17.5M (50% growth on Q2'23) to provide additional confidence that they're on track to achieve FY24 revenue guidance.
• Business updates. Salesforce expansion: expecting to expand from 70-108 by April 1. Expecting RECELL GO to be in production from April 1 - if confirmed would be a positive signal for FDA approval. CFO buying on market have been positive signals that he's happy with the direction of the company. Expectations on Japan PMDA submissions for RECELL GO, FTSD & Vitiligo? (should be able to submit in Q3)

May 9-10, 2024

• Q1’24 results, Q2’24 revenue guidance, FY24 revenue guidance, business updates

May 30, 2024

• RECELL GO: Expecting FDA approval

May 31, 2024

• RECELL GO: Expecting commercial launch

Q2 2024

• RECELL GO mini: Implied FDA submission; based on 180-day review and FDA approval by the end of 2024

Mid 2024

• Expecting to complete the manufacturing facility expansion