Avita Medical Ltd (RCEL)

[Ctrxman]

Thank you for being the voice of reason today. Watching tick by tick pricing and wondering where the price will be next week, is very distracting.
One thing to consider in the near to mid-term would be a licensing agreement and collaboration with a major Pharma. Avita is much too small to undertake that huge a market on its own. An agreement would infuse the company with cash and avoid shareholder dilution, while they pursue significant , but certainly smaller, opportunities.
I believe the company will be acquired a some point, but I don’t think it’s around the corner. The are applications for this technology that haven’t even been thought of yet, but they are 5 to 10 years out, regardless of who owns the company. I see a lot of biotechs with much higher valuations, with not nearly the potential of Avita. Now that RCEL in no longer a penny stock in a foreign country, that trade US ADR’s, and have a massive float, it can settle into trading in the largest market in the world. I don’t think it will be long before people realize that at current valuation Avita is undervalued at current prices
I Ignore the current chaos and don’t worry about whether or not it’s up today. In the long run the company’s value will be recognized.