Interesting analysis here by Twitter user @downundervalue on Avita. The long and the short of the analysis is that there is now a lot of take up of the Avita ReCell product now and so convincing burns units to use it is less of an issue and so it should turn a corner now. It was good food for thought.

I owned irl for a while but got out a while back just after the share split when it was clear which way the wind was blowing (I still hold in my SM portfolio as I sit and wait for the tide to turn). I have to say the case made me sit up and consider whether it was time to buy back in.

Good summary of what they do and why they have such potential upside here: https://www.fraziscapitalpartners.com/podcast/episode/201bb0b7/episode-22-aussie-growth-stocks-for-the-next-decade-mike-and-claude-talk-polynovo-avita-audinate-pro-medicus-and-afterpay