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AVH, AVITA MEDICAL LTD
odi01
post Posted: Apr 22 2020, 05:42 AM
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https://www.smarteranalyst.com/new-blurbs/o...a-medical-rcel/

 
odi01
post Posted: Apr 20 2020, 08:22 PM
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https://www.asx.com.au/asx/statistics/displ...;idsId=02226608

 
odi01
post Posted: Apr 9 2020, 06:13 PM
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https://kalkinemedia.com/au/blog/the-run-up...ealthcare-space

 
odi01
post Posted: Apr 9 2020, 05:48 AM
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https://www.morningstar.com.au/stocks/artic...-on-skin/199295

 
odi01
post Posted: Apr 9 2020, 05:45 AM
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https://www.cnbc.com/2020/04/07/cramer-ligh...-at-boeing.html

 
odi01
post Posted: Apr 8 2020, 01:45 AM
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https://kalkinemedia.com/au/blog/the-burgeo...ace-csl-cuv-avh

 

Featured Stock Stories





nipper
post Posted: Mar 19 2020, 12:45 PM
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QUOTE
....Sydney-based fund manager Michael Frazis says he's a value investor, but not in the conventional sense. The margin of safety, 50¢ in the dollar, Warren Buffett-way of value investing isn't his style.

For the 31-year-old son of Bank of Queensland managing director George Frazis, value often isn't found in a company's financial statements. Frazis names PolyNovo and Avita Medical as two of the best biotech growth stories in Australia. Peter Braig

"We're looking for companies people truly love, with loyal fan bases. If you think about traditional financials, backward looking financial statement analysis, the value of having a locked in customer doesn't appear anywhere. "What I'm trying to do is find those pockets of value you can't see. You're not going to get that from typical financial analysis. You can do the traditional analysis, but it's not really going to drive returns."

The fund he runs at Frazis Capital Partners invests globally with a focus on tech and life sciences.

The fundie earned a chemistry degree at Magdalen College, Oxford, followed by a masters in finance at the London School of Economics.

"At Oxford I did a research masters in enzyme catalysed fuel cells, where you use natural biological enzymes instead of heavy metals to do the catalysis," he says. "When I went, there didn't seem to be any exciting commercialisation. Now there's been an explosion of activity, I think over 60 hard tech startups in the past few years. All in tough scientific areas. They're not making web sites.

"They're developing new alloys, quantum computing, cryptography, drug development, vaccines, drones that move like animals instead of helicopters.

The scientist's training has Frazis owning two of the latest members of Australia's benchmark S&P/ASX 200 Index.......

Another ASX-listed burns treatment business the fund owns is California-based Avita Medical. Its medtech Recell device allows a surgeon to take a tiny sample of healthy skin from a patient and repurpose it into a living layer of skin that can then be sprayed onto the wound.

Avita already has commercial sales, but Frazis is most excited about its potential to treat some of healthcare's last unsolved frontiers.

Vitiligo is the degenerative skin pigmentation condition with no recognised cure that reportedly affects around 1 per cent cent of the global population.

"What Avita can do is take some skin that's got pigment-producing melanocyte cells and spray a living area of skin where the melanocytes have died," says Frazis.

"You can see photos of people before and after, and there's really strong science behind the whole thing.'"

Frazis says Avita's spray-based skin rejuvenation therapy could potentially be used to treat common acne scars. Or even in the cosmetic anti-aging skincare market, where tens of billions is spent on pharmacy creams that don't work, or have little basis in science at all.

"That would lead to a huge change in valuation, you're talking about 10 times the addressable market if not more.

"But anybody that looked at the balance sheet, income statement, wouldn't see anything. By the time they're producing revenue the value uplift will have happened.".

https://www.afr.com/markets/equity-markets/...20200211-p53zkz

(Watch 'em squirm)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
odi01
post Posted: Mar 5 2020, 05:27 PM
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https://www.businesswire.com/news/home/2020...tudy-Evaluating

 
odi01
post Posted: Mar 4 2020, 03:44 AM
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https://www.ncbi.nlm.nih.gov/pubmed/32118270

 
odi01
post Posted: Mar 4 2020, 03:39 AM
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https://pub.webull.com/us/news-html/d7e230b...lor=1&hl=en

 
 


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