ReCell Go Is Massive, page-106

Warren Buffet sold a large chunk of his Apple holdings cashing him up an extra 80 bill in cash. He now has a total of 277 bill of cash on hand so looking very much like he will again be looking for those bargain opportunities he is so good at. When he reduced his holdings in Apple he left Blackrock and Vanguard as the two largest holders in Apple. Pipe dreaming of course but is there a chance of him casting his eye over Avita. Its revenue history is short and not that glowing at the moment. But it does have a large moat around it in patent holdings and full FDA approvals in burns, wounds and vitilago and it’s two largest holders are Blackrock and Vanguard not to be ignored. Competitors will be struggling against this one with far less donor skin required for grafting so less pain, less scarring and reduced costs through reduction in healing time period, this time savings to be expanded further by having a one stage treatment by adding a dermal matrix for full thickness damage (soon to be FDA approved). What’s not to be liked about it, revenue base is the only worry. 2025 could improve here with the FDA GO approval just received.