From what he asked yesterday I'd say John Hester probably still believes that Polynovo's underlying revenue growth is less than the figures suggest (skewed by some "lucky one off" charity orders or something like that) and growth will stall and costs are out of control sucking in money like a black hole while Avita is a shining star that will redeem his reputation as analyst after his appalling calls over the past decade on Mesoblast...
PNV - Banter and General Comments, page-11409
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