Avita Medical Ltd (RCEL)

[inversor86]

Several points are made in that article. It starts with stating that the Department of Defense financed Avita's FDA trials. The exact amount the U.S. Gov gave Avita was 1.45 million. They did it to speed up the time frame in which it would be available in the US and A, greatest country in the world. Thankfully that spared us dilutive financing. It is great indicator when the U.S. Government gives money to a company in a foreign country to get the technology here.

The author criticized the method in which Avita is bringing Re-Cell to market. It's approved in 40 countries which is great but they've spread the marketing thin. The alternative would be set up in a limited amount of countries with heavy focus on use. I think it's more strategic and long term focused to go wide and thin in this instance. I believe Avita made this move knowing that the FDA trials would be a success. As anyone who has invested in a medical company going through FDA trials knows it's the Holy Grail. A make or break. It doesn't matter how many other countries accept it, if the FDA shoots it down it will hit your share price hard. When Re-Cell gets FDA approval it will create a huge jolt of positive global interest and since it's already available practically everywhere there will be no downtime getting in the hands of doctors and onto the bodies of patients who need it. That's the way you do it.

Re-Cell compared to Skin Grafting is like comparing an iPod full of music to a record. Something this good will make headway with or without marketing. Everyone I've showed Re-Cell to has been impressed, but no one considers how horrible skin grafting is. Watch this and then consider Re-Cell as an alternative. Also consider what they took off his head to repair just a small amount of damaged skin. A sample smaller than an eraser head would of taken care of that if they were using Re-Cell. This is like using Penicillin instead of leeches in my mind.

Last topic, Wilson HTM has a target price of what would be $7.80 in the U.S. This is pretty close to the $8 I was expecting with FDA approval. Wilson's been in business for over a century and manages around $11 billion. I'll take that.

Hopefully someone reads these, if not, more shares for me. I picked up an extra 500 this week.