AVITA Medical (RCEL) 44th Annual J.P. Morgan Healthcare Conference summary

Strategic focus and market positioning

• Emphasis on patient-centric care, clinical innovation, and economic value for customers and patients.

• Focused on hospital-based acute wound care, targeting high-volume burn and trauma centers with low current market penetration and significant growth potential.

• Execution priorities include increasing product utilization, portfolio pull-through, and selective international expansion, with early-stage distribution in Australia, Japan, and select European countries.

• Expansion into Europe began in Q1, with notable involvement in treating burn victims from a Swiss nightclub fire.

• Addressable U.S. market estimated at $1.3B, with broader opportunities exceeding $3.5B.

Product portfolio, innovation, and clinical benefits

• Portfolio includes RECELL, RECELL GO, RECELL GO mini, CoHelix, and PermeaDerm, enabling large wound coverage from small skin samples and reducing donor site pain.

• Products can be used independently or in combination, tailored to wound severity for optimal healing and economic benefits.

• RECELL platform reduces donor skin requirements by up to 97.5% and shortens healing time, supported by over 75 publications and multiple randomized trials.

• CoHelix accelerates wound bed preparation, ready for grafting in about a week, outperforming competitors.

• PermeaDerm offers transparent, temporary wound coverage, aiding healing and monitoring.

Clinical and economic impact

• RECELL reduces hospital length of stay by 36% compared to traditional grafts, saving up to $42,377 per patient and increasing patient throughput.

• Durable clinical outcomes demonstrated, including rapid re-epithelialization and repigmentation in complex cases.

• Deeper portfolio adoption increases value per case, with full-thickness wound cases generating up to $67,360 per patient.

• Products enable large wound coverage from small skin samples, reducing donor site pain and hospital resource use.

• Real-world data and multiple randomized trials support clinical and economic benefits.