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Avita Medical, de nieuwe parel.

255 Posts
Pagina: «« 1 ... 4 5 6 7 8 ... 13 »» | Laatste | Omlaag ↓
  1. uptech 28 december 2019 13:30
    “If we capture even just 5 per cent of this market, we are looking at well over half a billion dollars. And if we got to phase II without being acquired, I would be very surprised.”

    Aldus dr. Perry. Zou ik persoonlijk jammer vinden, maar Avita bestaat maar uit 100 werknemers. Vitiligo, toepassing bij kinderen met brandwonden, en "huidverjongingsspray" wordt wel erg veel voor zo' n klein bedrijf. Als al deze verwachtingen uit komen kun je je afvragen of ze de daarmee gepaarde groei wel kunnen bijhouden.
    Een overname is misschien wel eenlogische stap, en misschien sorteert Perry al voor......
  2. mvdln 3 januari 2020 11:47
    Ik heb ze ook al een tijdje in porto en al veel plezier van gehad. Een interessante investering en naar biotech normen derisked. Omzet van RECELL in US stijgt kwartaal na kwartaal procentueel met dubbele cijfers. Ik acht de kans groot dat ze Q4/2019 voor het eerst break-even draaiden, zo niet dan zal t zeker Q1/2020 worden.

    Goedkeuring Japan komt er aan in 2020. Dat stuwt de huidige omzetten verder.

    Cosmetisch sector wordt momenteel beoogd. Die omzet zou immens zijn, zelfs indien ze maar een kruimeltje meepikken van die markt.

    Daarnaast zijn ze ook bezig om RECELL spray on skin toepasbaar te maken voor urgente ingrepen. RECELL is FDA approved, dus dat zou geen belemmering mogen zijn.

    Verschillende speerpunten en volgens mij zonder enige concurrentie.

    Dit aandeel gaat de komende jaren meerdere keren verdubbelen. Terecht schrik hebben voor een overname. Enigste voordeel is dat je dan niet meer moet twijfelen wanneer winst te nemen.

    Voor wie zich wilt verdiepen, volgend forum bevat een schat aan informatie:

    hotcopper.com.au/asx/avh/
  3. uptech 7 januari 2020 19:55
    Niet zo gek na een stijging van een whopping 712% in een jaar. Toch?


    Avita Medical Ltd shares soared 712% from 8 cents in January 2019 to 65 cents at the end of the year. Avita Medical is a regenerative medicine company specialising in spray-on skin therapy. Sales of Avita’s lead product, the RECELL System, increased 60% in the September quarter.

    The RECELL System is currently used to treat burn wounds but is also being assessed for use in the treatment of vitiligo, traumatic wounds, scar reconstruction, and for aesthetic indications. Following approval for use in the United States (US) in September 2018, sales of the RECELL system reached $4,583,000 in the September quarter. Total revenue in the September quarter was $7,900,000, an increase of 165% over the prior corresponding period.

    More than 50% of US burn surgeons and burn centres have now been trained on the system and 56 of 132 US burns centres have placed orders. Avita estimates the US market to represent an opportunity valued at $2 billion. In 2020, Japanese regulatory approval for the use of the RECELL System is expected, while in the US, clinical studies will be undertaken using the system in paediatric care, soft-tissue repair, and the treatment of vitiligo. An announcement regarding a collaboration using the system for rejuvenation is expected in 1H20. Capturing just 5% of the skin rejuvenation market could represent a >$500 million opportunity.

    In November, Avita raised $120 million in equity capital via a placement of 203,389,831 shares at 59 cents per share. Funds are earmarked for the pipeline development of new indications, including optimising support for clinical trials and development projects, as well as the company’s continued US growth. The company has confirmed that new generation products are planned that enhance ease of use and support the adoption of new indications. These generation 2 systems should support office-based procedures and target applications in cell and gene therapy.
  4. Warren Buff 9 januari 2020 07:56
    Goed nieuws Motley Fool (US) berichtte op 6 januari 2020 over Avita. Grotere beleggingsbladen beginnen Avita op te pakken en te volgen.

    “Avita Medical
    New medical devices are inherently risky investments as they face entrenched competition and potential liability if the device hurts a patient. But if a company truly builds a better mousetrap, outsize returns are very possible.

    Avita Medical is a comparatively small Australian medical device company specializing in regenerating skin to treat burns. Its RECELL device was approved by the U.S. Food and Drug Administration in September 2018 and was officially launched stateside in January 2019.

    Conventional treatment for burns is a long, painful process where patches of healthy skin are grafted onto the site of a patient's burns. The RECELL device takes an entirely different approach that offers significant advantages. The device harvests cells from a patient's own skin, then prepares them in a solution that is sprayed across a burn site. Skin regenerates wherever the solution is sprayed. Far lower amounts of healthy skin are required for a successful result than traditional skin grafts, and recovery is much faster.

    As of today, over half of all burn centers and burn surgeons in the U.S. are trained on the RECELL system, and 56 of the nation's 132 burn centers have placed orders. First-quarter 2020 sales came in at 4.6 million Australian dollars ($3.2 million), a 60% increase over the previous quarter.

    Next steps for Avita include pivotal trials for the pediatric burn market, and pilot studies for the treatment of vitiligo, a condition in which pigment is lost from areas of skin with no clear cause.“
255 Posts
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