Avita MedicalRCEL
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 roll-out 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
16% more call options, than puts
Call options by funds: $306K | Put options by funds: $264K
2.1% more ownership
Funds ownership: 24.62% [Q4 2024] → 26.72% (+2.1%) [Q1 2025]
1% more funds holding
Funds holding: 73 [Q4 2024] → 74 (+1) [Q1 2025]
31% less capital invested
Capital invested by funds: $82.6M [Q4 2024] → $57.3M (-$25.3M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
D. Boral Capital Jason Kolbert | 243%upside $19 | Buy Maintained | 10 Jun 2025 |
Financial journalist opinion
