RECELL Clinical Education (Warning: Graphic Medical Images), page-24

I have a theory which seems very plausible to me: The polymer and cell suspension treatment combination that Dr. Carter was referencing is PermeaDerm and RECELL in the interview above.

[00:16:25]Dr. Jeffrey Carter: What we're learning now is that we can create polymers and mix them with someone's cells so that we can actually create suspensions and cover wounds and heal things that we never thought could heal.What we're learning is that you don't necessarily need hot lights and cold steel, like an operating room, to heal everything. And this is changing our field dramatically. And that billion dollars that I mentioned that BARDA put in, those things were studied in isolation. So,there's a small group of us in the U.S. that are beginning to put those things together. And when we put that together, the results are outstanding. Things that used to be 30 days in the hospital, we can turn into three. That's a very different world.

My interpretation (shown in orange) of:

"What we're learning now is that we can create polymers (PermeaDerm is a polymer membrane) and mix them with someone's cells so that we can actually create suspensions (RECELL is the autologous skin cell suspension)and cover wounds (PermeaDerm) and heal things that we never thought could heal."

"there's a small group of us in the U.S. that are beginning to put those things together.And when we put that together, the results are outstanding. Things that used to be 30 days in the hospital, we can turn into three. That's a very different world.
(Sounds related ~ JC: “Physicians are using a range of various products in conjunction with RECELL. Currently doing animal testing with external products that are complementary with RECELL to work out which ones will provide better outcomes for the patient and physician.” – Q3’24 Briefing.)

References:
1. Declaration of Competing Interest:(thanks for the reminder whytee)
Dr. Carter is a stockholder for PermeaDerm, Inc. and SpectralMD, and serves as Chief Medical Consultant for SpectralMD. He also serves as a consultant for Avita Medical and Polynovo Ltd. where, in lieu of compensation, all proceeds are donated to a local burn charity to support burn education, survivor programs, outreach, and research.

2. AVITA Medical Announces Exclusive Distribution Agreement with Stedical Scientific

AVITA Medical will hold the exclusive rights to market, sell, and distribute PermeaDerm products, including anyfuture enhancements or modifications, within the United States. The initial term is for five years, with the option to renew for an additional five years,contingent upon meeting certain minimums. The Company expects the gross margin from the sale of PermeaDerm to be 50% of the average salesprice.

“Our partnership with Stedical Scientific is an important step in expanding our portfolio and addressing the unmet needs of our patients,” said JimCorbett, Chief Executive Officer of AVITA Medical. “AVITA Medical and Stedical Scientific are ideal partners given the complementary nature of ourproducts, the overlap of call points, and the strength of our footprint and sales force. We anticipate these synergies will allow us to effectively leverageour established commercial presence, enhancing the integration of PermeaDerm into our portfolio. This strategic collaboration underscores ourcommitment to delivering innovative solutions and improving outcomes for those we serve.

3. PermeaDerm is the latest generation of the world's leading biosynthetic tissue engineered skin. As a transparent bioactive matrix, it simulates the double-layer structure of the epidermis and dermis, and is a flexible repair material with excellent elasticity and compliance, which can accelerate wound healing and realize the visualization of the diagnosis and treatment process.

The ultra-thin transparent polymer membrane PermeaDerm can simulate epidermis and has excellent oxygen cooperation; It can also waterproof and prevent bacteria, protect the wound; At the same time, the innovative variable slit can adapt to the swollen wound for intelligent adjustment, can not only discharge fluid, but also maintain the wet healing environment. - https://www.behance.net/gallery/184572945/PermeaDerm_Flexing-the-Power-to-Heal


If this theory turns out to be accurate, I'd imagine the rate of adoption for both products, would increase dramatically. Could be the reason why JC said “we think the portfolio expansion is going to end up driving revenue growth, perhaps further than we are currently guiding to” – JPMH Conference