AVITA Medical

RCEL

3.86

(

2.9

(

2.9

-99.7

Last Price

11/17/25, 09:30 AM

EDT

Margin of Safety

Future Compounder

0.01

PORTFOLIO CATEGORY

Modeled fair value

$0 million

Allocation Suggestion

Modeled fair value

Model Basis

LAST REFINED:

August 7, 2025

The current model INCLUDES the following assets and assumptions:

The current model is based on operating metrics, including:

AVITA Medical is priced for bankruptcy. The model will be updated if the business increases its odds of survival. Please reference the research note from October 17, 2025.

The current model EXCLUDES the following assets:

AVITA Medical is priced for bankruptcy. The model will be updated if the business increases its odds of survival. Please reference the research note from October 17, 2025.

Research Deep Dive

Last Updated:

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‍Overview

Solt DB Invest will introduce Base Research for our coverage ecosystem over the next month to coincide with third-quarter 2023 earnings announcements. Check back soon!

Technology Platform

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Pipeline

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Portfolio

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Opportunities & Advantages

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Challenges & Risks

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Development Risk

Regulatory Risk

Commercial Risk

Dilution Risk

Valuation Risk

Geopolitical Risk

Unique Risks

Modeling Insights

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News Flow & Timing

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Research Notes

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Margin of Safety Dashboard

AVITA Medical

RCEL

Last Price

Margin of Safety

PORTFOLIO CATEGORY

Modeled fair value

Allocation Suggestion

Modeled fair value

Model Basis

Research Deep Dive

Last Updated:

‍Overview

Technology Platform

Pipeline

Portfolio

Opportunities & Advantages

Challenges & Risks

Development Risk

Regulatory Risk

Commercial Risk

Dilution Risk

Valuation Risk

Geopolitical Risk

Unique Risks

Modeling Insights

News Flow & Timing

Research Notes

Member Digest Q3 2025: Earnings Preview

AVITA Medical Removes CEO, Guides for Weak Q3

ReCell GO Approved in Europe, but Flagging Sales Can't Be Ignored

AVITA Medical is Imploding in Real Time

Member Digest Q2 2025: Earnings Preview

AVITA Medical is Stuck in Neutral with Dwindling Cash

Finch Trades: Sold AVITA Medical (May 9, 2025)

Member Digest Q1 2025: Earnings Preview

AVITA Medical Needs to Build Durable Momentum in 2025

Finch Trades: AVITA Medical (January 8, 2025)

Member Digest December 2024: The Case for a Strategic Cash Position

All Systems ReCell GO for AVITA Medical

AVITA Medical is Snatching Defeat from the Jaws of Victory

Slow Start to 2024 Could Spell Trouble for AVITA Medical

AVITA Medical Delays Vitiligo Launch, Expects Profitability Without

AVITA Medical Leaves Itself Little Room for Error in 2024

AVITA Medical Resets Revenue Guidance to Initial Forecast

AVITA Medical Raises Up to $90 Million From OrbiMed

FDA Requests More Information for ReCell Go

AVITA Medical Raises Full-Year 2023 Revenue Guidance

AVITA Medical Earns Approval, But It Was Already Priced In

Japan Powers AVITA Medical to First $10 Million Quarter

AVITA Medical Re-Ups $200 Million Shelf, Updates ReCell Go

AVITA Medical's Inflection Point Has Arrived

If AVITA Medical Falls Tomorrow (January 20)....

AVITA Medical Thinks 30% Growth "Inadequate"

AVITA Medical Raises Guidance, Kicks Vitiligo to 2025

AVITA Medical Snags Breakthrough Device Designation

AVITA Medical Names New CEO

I'm Downsizing 2 Positions to Grow a Third

AVITA Medical Declares Success in Stable Vitiligo

What to Watch in AVITA Medical's Vitiligo Study

AVITA Medical: Soft Tissue Results & Q2 2022 Update

AVITA Medical Leads Conviction Ratings (with 1 Caveat)

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