Company Report
Last edited 4 years ago
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#Addressable market
stale
Last edited 4 years ago

-Stated 14,146 p.a. suitable for product use

-Stated $3.9/cm^2 USD price point

-Average human has 15,000cm^2 skin

-Assume average pateint in hospital has burn of 30% of body (guessing)

-$17,550/patient gives $248,262,300 USD market oppurtunity

-Currently about 1% penetration based on TTM revenue

Update: 1/7/19

-Market annoucement of positive results in a feasibility study (not a full blown clinical trial) showing RECELL efficacy in treating diabetic ulcers. This disease indication represents a potential new application for RECELL, therefore, a bigger potential total addressable market.

#Risks/Sell Indicators
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Last edited 5 years ago

-Product failure 

-Failure to get doctors to adopt

-Efficacy not as good as clincal trial results

-Valuation: currently factoring in about 100% p.a. revenue growth for 2 years at least, risk is that sales team doesn't get penetrance into clinics to keep up with this

-Entry of competitor or better technology develops

-Large dilution to fund out to break even

#Value Proposition
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Last edited 5 years ago

-Reduces cost/patient by reducing time in hospital

-Reduces donor skin area required, reducing pain and scarring

-Technology works just as well as current standard of care of skin grafts

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6097595/

#Growth
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Last edited 5 years ago

-Adoption of technology by doctors increasing revenue in USA

#Patent
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Last edited 5 years ago

Have two patents, mostly relating to the tissue processing and use of:

https://www.lens.org/lens/search?q=applicant:(avita%20medical)&l=en&st=true&preview=true&f=true&v=table

#Competitors
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Last edited 5 years ago

-Renovacare is only competitor i am aware of that has similar technology but they are still in development stage. AVH is approved for market already

#Founder
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Last edited 5 years ago

Founded by Australian of the Year, Fiona Wood