With Q3 done and the financials due to be announced in the next couple weeks, I'm curious to see what everyone is expecting in terms of Recell revenues. Ideally looking for projections backed by research and solid assumptions as opposed to pure guesses.
For me personally, the analysis I've done points to revenues between $8 to $9 million (AUD). I recognize that this is high relative to Q2, but I can assure you my projection is grounded by hours of my own research. Key assumptions that lead me to this range are:
- 41 U.S. burn centers actively using Recell during the entire quarter, representing ~4,000 inpatient admissions
- Average % of inpatient admissions where Recell is used - 10% or 400 patients
- Average number of Recell kits per patient - 2 (1 kit covers 10% TBSA)
- Average Price per Recell kit - $7,000 USD
- Q3 U.S. Recell revenues - $5.6million USD or $8.4million AUD
I recognize that some of my assumptions above are conservative (i.e. 41 burn centers were customers as of 6/30 so this is likely higher for 9/30) as I feel it's better to underestimate and get a positive surprise, but even with these conservative estimates I see Q3 revenue almost 3x what it was in Q2. Feel free to pick this apart and tell me if you think any of these assumptions are too aggresive, I would love to hear everyone else's opinions and also your estimates.
- Forums
- ASX - By Stock
- AVH
- Q3 2019 Revenue Expectations
Q3 2019 Revenue Expectations
-
-
- There are more pages in this discussion • 7 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AVH (ASX) to my watchlist
(20min delay)
|
|||||
Last
$3.08 |
Change
0.050(1.65%) |
Mkt cap ! $217.1M |
Open | High | Low | Value | Volume |
$3.03 | $3.15 | $3.03 | $300.9K | 97.16K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 10 | $3.07 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.14 | 73 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 10 | 3.070 |
1 | 10 | 3.060 |
1 | 3000 | 3.030 |
1 | 330 | 3.020 |
4 | 23339 | 3.000 |
Price($) | Vol. | No. |
---|---|---|
3.140 | 73 | 2 |
3.150 | 17833 | 4 |
3.160 | 553 | 2 |
3.170 | 1000 | 1 |
3.180 | 3000 | 1 |
Last trade - 16.10pm 15/10/2024 (20 minute delay) ? |
Featured News
AVH (ASX) Chart |
The Watchlist
JBY
JAMES BAY MINERALS LIMITED
Andrew Dornan, Executive Director
Andrew Dornan
Executive Director
SPONSORED BY The Market Online