AVH 0.41% $2.42 avita medical inc.

other AVH website, page-3

  1. 9,167 Posts.
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    When I refreshed it changed but yes a terribly formatted website on my screen.


    Re-reading the full instructions should be a eyeopener to those who haven't made the effort to see how restrictive use is  and also to understand full method, time it takes etc etc. That all reduces the circumstances it will be used for and thus volume of sales . With further  trials and more use it will be interesting to see if these are expanded The extra numbers they have included show smaller benefits than I was expecting but any benefit is a positive to close a wound and have  a better repair.   The pricing is interesting as they obviously couldn't sustain high pricing elsewhere in the world and ended up with very limited volume.


    A lot of US holders and traders will be frustrated as price didn't bounce from FDA approval and with price decline will be trapped until news comes that they can pump off.   Not sure what news will come until early next year and realistically any move from OTC to Nasdaq restricted listing is further off than most will expect.  A nasdaq may not be that great for small AU based holders as all the dilution and the increase in expenses that come from management at the trough when it does.   They would be better to wait till they have good sales and have demand for the listing rather than throw it up too early and shaft existing holders.  Problem is they may need to raise some cash depending on if Barda comes through in time and reality of the actual sale price that initially comes with all the training expense etc.   Now they have responsibility for full payroll at manufacturing  they need consistent volume to justify facility rather than have a contractor do it.   Lots of cash expenses running out the door and any income will be absorbed in the promotion and training rebates given initially as they get established .


    Really wish I could be more confident on what level of sales they will achieve and if they can keep snouts out of trough and it looks like the market has doubts as well.   10 years ago it was a no brainer but the years of mismanagement IMO have made market wary of just where sales numbers will land and if and how quickly it will be adopted and ultimately if they will have enough cash flow to run more trails beyond currently sponsored and expand uses. Meanwhile so many other different approaches being investigated and trials on cell cultures etc etc are well on their way and have taken the edge off what was such a exciting and a innovative treatment when it was invented.  With only a max of 6 years to get their money back protected by FDA approval it is a tight one and they really need to be entrenched , expand patents and have constant new trials to keep ahead of generics or just outright copycats . 


    What will get insurers to approve cost?   Tough one as surgeons control much of the system ,sit on the approval committees in hospitals and often takes years which is very hard for a small company to influence unlike a S & N or other major participant who has many ways to leverage on the system at every level and ability to package into hospital budgets with so many other items like dressings , equipment etc etc


    That leads to the question of why one of the big firms hasn't partnered with AVH of simply bought them out  if they think they can leverage into the market as it is a minor cost as all they get the complete package from manufacturing up for pocket change ???.    Why would a large player not make a move and especially before it gets any momentum as they will be able to do a better job than AVH on their own in getting it used etc??


    Last edited by Teddyward: 662 09/11/18
 
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