Avita Medical Ltd (RCEL)

[accipiterr]

User from hot copper has good review of the just released Corporate Presentation: User ydqcau says

Guys,

Have a look the numbers,

Copied from 30/11/2018 AGM presentation as followed,

">32 burns centers have begun the purchase authorization process withtheir hospital administration; 24 burn centers have already been trained and certified; 9 accounts have already placed orders"



Copied from today's (07/01/2019) presentation,

"36 burns centers have begun the purchase authorization process withtheir hospital administration; 27 burn centers have already been trained and certified; 12 accounts have already placed orders"



These are the most important differences in that two 'very similar' ppt files?

In just one month's time (if some of the holidays are take into account, they have achieved the above roughly 25% progressing.

Also I wanted to point out two other new things that is new in this presentation.
1. We made the goal of market launch last week, presentation details commercial market launch with 20 trained sales reps that will be working at all 132 burn centers to get the hospitals/administration and surgeons online with Recell.

2. The company is focusing on Epidermolysis Bullosa (EB) as the first genetic treatment use case for Recell. Along with this in the pipe is skin aesthetics as the next two major use case developments. This follows vitiligo and pediatric burns that are in clinical trials. Also we also see more mention of the company looking to find a partner for chronic wound use cases.

Finally I wanted to mention that the next few things we should be looking out for are
1. Full clinical trial results(further publications) for the 3rd degree burns.

2. Publication of the economic model for Recell, that demonstrates it economic superiority, in addition to its performance superiority, as related to all other burn care treatments.

3. We should expect to see sales results by Jan 31st at the lastest when the quarterly report is released.

4. Lastly and of course the initial BARDA procurement of ~12-20 million in recell units.


It makes me smile to see the Nasdaq uplisting in the presentation again :). Fixing for a good year. Cheers

GLTA