Avita Medical Ltd (RCEL)

[Fmello]

I'm not say that I don't trust you Tdeck, but the company (and all of us here) knows that we have a winning lottery ticket with ReCell. There's a section in that Blackcrane PDF that stands out to me:

Case Study of Previous Medical Device Launches

When compared with prior successful medical device launches, we believe RECELL will track a similar ramp. Based on market research, the biggest hurdles for a new medical device in the hospital are independent product evaluations and approval through the value analysis committee (VAC). Although it will take 20-26 months for RECELL to reach full adoption, robust quarter-over-quarter growth seems likely. The fact that 26 of the 134 burn centers have already ordered product only four months into the launch is a phenomenal accomplishment.

Those companies that are charted have 4x growth or more over 3 years (personally, I hope we grow like the NRVO chart on the right). Using those charts above as a guide, at a minimum, I'd prefer that the stock get to $28+ before Avita even considers being bought out by a big company. Now, I'm not saying that I don't ever want Avita to be bought out, I'd just like it to happen after 3-5+ years. Let that stew finish cooking before we eat it.