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AVITA Medical (RCEL) investor relations material
AVITA Medical Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 37th Annual Healthcare Conference summary4 Dec, 2025
Business overview and product portfolio
Focuses on acute wound care, targeting burns, trauma, and surgical repair with a portfolio centered on RECELL, a spray-on skin cell product approved by the FDA in 2019.
RECELL is used in most US burn centers and 50-60 trauma centers, with additional products Cohealyx (collagen-based dermal matrix) and PermeaDerm (biosynthetic dressing).
Products can be used individually or as an integrated platform, reducing hospital stays and donor skin requirements.
Clinical data from 6,300 burn patients shows RECELL reduces hospital stays by 36% compared to traditional grafts.
PermeaDerm and Cohealyx offer additional wound care solutions, with unique features like transparency and rapid graft readiness.
Financial performance and cost management
Achieved $10 million in annual cost reductions, transforming the sales team and reducing G&A expenses.
Maintains strong cost discipline, with a 24% year-over-year decrease in expenses and a 40% reduction in cash use from Q2 to Q3.
Gross margins for RECELL are around 84%, though overall margins are expected to decrease as product mix shifts, but gross and operating profits are projected to rise.
Ended Q3 with $23 million in cash and aims for cash flow break-even and profitability in 2026.
2023 revenue guidance is $70–$74 million, with more detailed 2026 guidance to be provided in January.
Market dynamics and growth strategy
Total addressable market (TAM) is $3.5 billion, with current penetration at about 5%.
Market share in burn centers is 15–20%, with significant room for expansion in both burn and trauma centers.
International expansion is pursued via distributors, with RECELL GO approved in the EU and UK, and pending approval in Australia.
Commercial team is re-engaging surgeons post-reimbursement issues to rebuild RECELL order momentum.
Ongoing post-market studies for Cohealyx and PermeaDerm aim to further validate product effectiveness.
Expected 2026 revenue uplift from MAC reimbursement?
Target gross margin with new product mix?
Strategy to expand beyond 200 key centers?
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Next AVITA Medical earnings date
44th Annual J.P. Morgan Healthcare Conference15 Jan, 2026
Next AVITA Medical earnings date
44th Annual J.P. Morgan Healthcare Conference15 Jan, 2026
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Frequently asked questions
AVITA Medical Inc is a regenerative medicine company that develops and markets therapeutic solutions for skin restoration. Its primary product is a spray-on skin system used for treating burns, wounds, and dermatological conditions. The company operates in North America and internationally through partnerships and direct sales. AVITA Medical Inc is headquartered in Valencia, California, and its shares are listed on the NASDAQ.
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