RECELL Clinical Education (Warning: Graphic Medical Images), page-40

Thanks Roughie.

Obviously, I'm just speculating but I think strategic partnerships between the two companies are more likely than a merger. The mostly likely scenario in my opinion is PNV becomes the distributor for RECELL GO in Australia, like they plan to do with PolyMedics Innovations (Suprathel) and Spectral AI (DeepView System). They may also do some form of collaborative study where they combine the two technologies to obtain evidence of improved patient and economic outcomes in burns & FTSD.

Dr. Carter, who is a consultant for both Avita and Polynovo, was previously doing some early work in hernias so that could be another possibility:

LSU HEALTH NEW ORLEANS SURGEON DEVELOPS SPRAY-ON SKIN TECHNOLOGY FOR BURNS, WOUNDS, LOWERING MORTALITY RATE
January 18, 2022

"Another project involves using ReCell, but in a new way, to treat hernias. These form when organs or internal tissue break through a hole in the muscles, such as in the abdomen. Hernia repair is one of the most common types of surgery with more than 1 million performed each year in the United States. Using the ReCell system’s ability to remove the top-most layer of skin and the progenitor cells underneath (which otherwise could begin growing new skin inside the body), surgeons get a clean piece of dermis to help patch the weakened region of tissue. A provisional patent for the technology was filed last year, and a colleague of Dr. Carter’s, Dr. Herb Phelan, professor of surgery at LSU Health New Orleans and surgical critical care specialist at University Medical Center, recently received a LIFT2 grant from the LSU Board of Supervisors to further advance the technology."

I'm interested to see how it plays out, but all that really matters to me at the moment is Avita achieving the targeted revenue growth.