AVH 3.80% $2.73 avita medical inc.

It appears from the lack of feedback on my last post 24 hours...

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    It appears from the lack of feedback on my last post 24 hours ago that I was not clear enough on the significance of what I tried to convey. So to put it more clearly:

    The following ignores the Vitiligo approval and associated market:




    Timing of Predicted Market SizeIndicationMarket Size (Eligible Procedures)Comments
    Pre FDA June 2023 Soft Tissue ApprovalBurns Only25,000
    Pre FDA June 2023 Soft Tissue ApprovalFTSD Traumatic Wounds (5 specified types) & FTSD Surgical Wounds (3 specified types)127,000This is where Avita got their original 5x market size expansion for soft tissue approval
    Post FDA June 2023 Soft Tissue ApprovalFTSD Cancer Incision Wounds and Chronic Wounds (4 specified types)264,000These additional indications were a"gift" from FDA in its "approved expanded indication of FTSD"
    Post FDA June 2023 Soft Tissue ApprovalFTSD additional traumatic wounds (gunshot & haematoma).??These are also additional indications "gifted" by FDA. No data yet for the market size.
    Post FDA June 2023 Soft Tissue ApprovalFTSD additional surgical wounds (4 specified types).??These are also additional indications "gifted" by FDA. No data yet for the market size.
    Post FDA June 2023 Soft Tissue ApprovalAdditional burns procedures opened up by FTSD approval10,000Associated with Level 1 and 2 Trauma Centres.
    TOTAL OF ABOVE INDICATIONS:
    426,000This is now >17x the previous burns-only pre-June 23 market. It is likely to be >> 20x once data is available for the other 2 indications above.

    This expansion "gift" from FDA increases the burns and soft tissue market available to Avita from 5x to 17 times, and likely >> 20x once more data is available.

    As an investor in Avita, I find this highly significant for Avita's valuation.

 
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