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#Bull Case
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Last edited 4 years ago

Phase 1... Burns... Avita's Recell System harvests the bodies own skin.  The skin donor site the size of a EPTPOS card can spray your entire back.  The procedure takes as little as half an hour at point of service.  The recell system is a single use device, (patent to be extended to 2024) that has been approved for burns use in the US and other places.  The wounds heal faster, scar less and heal more evenly than traditional skin grafts etc.  Once this area scales, (there has been sales issues with the Covid thing, doctors need to get familiar with this product/device and obviously there needs to be scale in order to progress to profitability.)  According to "Grand View Research" by 2027 Global Burn care market will be  3.4 Billion USD

Phase 2...Vitiglo... After sufficient scale in the burns market, Avita intends to use the same tech for Vitiglo... The most common example of this skin pigment issue is Michael Jackson and the white Grandpa from the Cosby show.  Basically, Vitiglo is an auto immune disease where the body attacks the pigment of the skin.  Its hereditary, or can be caused by burns, industrial chemicals and stress.  The pigment disappears in blotches and does so unpredictably.  Trials are already underway to prove that RECELL is a great way to treat Vitiglo and once approval happens, everyone will already be using it for burns so it will open another immediate avenue for sales.  This is estimated to affect about 1% of the global population

Phase 3... Wrinkles, tatoos etc..  Once Recell is used in phases 1 and 2 the next natural use is cosmetically....   Now this may appear to be wishful thinking, however, the TAM for skincare is massive.  RECELL may be more expensive than Botox however, it could last longer.  It could be used for non wrinkle things such as tatoo removal, removal of scars, and bringing back skin elasticity....Less crows feet for us oldies.

Avitas management do not consider its competitors as competitors, more like complimentry treatments.