Avita Medical Ltd (RCEL)

[Dank505]

Our research suggests continued inroads into “taking share” off the existing standard of care (skin autografting) and clinical success on new indications (paediatrics, trauma, vitiligo etc) is expected to present an addressable market opportunity and subsequent earnings profile that has the potential for Avita to comfortably justify and exceed its current market capitalisation over time.

This also excludes longer-term potential in geographic expansion.
Key to RECELL’s success will be surgeon acceptance (underpinned by clinical data), as well as a level of product reimbursement that promotes wide-scale adoption. For example, favourable outcomes on outpatient reimbursement will not only increase the addressable market, but greatly accelerate the trajectory of sales given a higher number of burns patients.


https://rogermontgomery.com/avita-medical-a-small-cap-with-big-potential/