Avita Medical Ltd (RCEL)

[Deetew]

Avita is setting up multiple revenue streams to achieve higher LONG TERM shareholder value. Future indications (post 2023) will require minimum investment since Avita will form partnerships to help cover the costs of trials etc. So after sales start with Vitiligo and Soft Tissue Regeneration, it’s off to the races without the big trial expenses. I think you see how a successful launch could lead to profitability sooner rather than later, maybe by late 2024 perhaps? 4 revenue streams trumps today’s 1 revenue stream, so I look forward to the results of management’s hard work. Current US Burns revenue alone (with high trial costs) vs US/Japan Burns (late 2022), US stable Vitiligo repigmentation (late 2023), and US soft tissue reconstruction (late 2023) revenue streams. More low-cost indications to come in the future. This is indeed an oversold star in the making.