Avita Medical (RCEL)

• Market cap: $183M
• 1 day: 48.25%
• 5 days: 59.06%
• 1 month: 20.07%
• 3 months: 23.58%
• 6 months: -25.14%
• Year to date: -47.15%
• 1 year: -34.11%
• 5 years: -75.67%
• 10 years: -81.9%
• Sector: Healthcare
• Industry: Medical Devices

About: Avita is a single product company. Its RECELL system is an innovative burn treatment device which creates Spray-on Skin from a small skin sample within 30 minutes, thus avoiding or reducing the need for skin grafts. It's approved for the treatment of adult and paediatric patients in the US and an expanded indication for soft-tissue reconstruction. It is currently in rollout across the approximately 136 US burn centers. Despite having product approval in Australia, Europe, Canada, and China, Avita is not actively marketing in those territories and focussing instead on the US region. However, it is expected to launch in Japan via distribution partner Cosmotec in second-half fiscal 2022. Avita is domiciled, and has its primary listing, in the US.

Employees: 260

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

211% more call options, than puts

Call options by funds: $342K | Put options by funds: $110K

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

8% more funds holding

Funds holding: 74 [Q1] → 80 (+6) [Q2]

2.35% more ownership

Funds ownership: 26.72% [Q1] → 29.07% (+2.35%) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

29% less capital invested

Capital invested by funds: $57.3M [Q1] → $40.7M (-$16.7M) [Q2]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $8
• Avg. target: $11
• High target: $14

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

D. Boral Capital Jason Kolbert	$14	Buy Maintained	15 Sep 2025
Lake Street Brooks O'Neil	$8	Buy Maintained	11 Aug 2025