$RCEL this is behaving in a way that reminds me of $SCPH
the arbitrary, low-volume selloffs... The low cash position, yet high margins and sequential growth.
I believe this will be much higher by mid to late August.
Perhaps it will be acquired the way SCPH was.
$XBI $SPY
$RCEL Volume was great; but the lack of power was disappointing. I believe this is significantly undervalued, and I also believe there is a real chance that this gets acquired in or before August, similar to how ScPharmaceuticals $SCPH was last August.
My reasoning is that it's a high-margin, growing business that has limited cash. A strategic buyer can swoop in asap and try to get this for 300 million or less in the near-term, or they can wait a little longer and maybe offer north of 500 million if sequential growth continues to build each quarter. Just speculation on my part; but this looks very solid.
Finished DD on new Playbook setup, now moving on to $MNKD on current pullback after $UTHR ralinepag DPI collab announced
Still upset they acquired my $SCPH shares on the cheap (Furoscix autoinjector with July 26 PDUFA date, $500M+ opportunity)
$RCEL @scottgrant2 Absolutely about disciplined spending and deeper penetration into existing burn centers, as well as expanding the range of products (in the medium term) that will be available so that Avita can offer more comprehensive treatments for wound care.
I believe the company has moved past it's lowest point, and I wouldn't be completely shocked if it gets acquired at a potentially frustrating valuation (for longer-term shareholders), similar to how $MNKD acquired $SCPH
@scottgrant2 Absolutely about disciplined spending and deeper penetration into existing burn centers, as well as expanding the range of products (in the medium term) that will be available so that Avita can offer more comprehensive treatments for wound care.
I believe the company has moved past it's lowest point, and I wouldn't be completely shocked if it gets acquired at a potentially frustrating valuation (for longer-term shareholders), similar to how $MNKD acquired $SCPH
@masspd @MayorofMNKD Mannkind has available $ left on its $500M line with $BX . Trials are funded. Milestones to $SCPH holders are funded. Soon, operations w/b a cash-generating machine ... and $MNKD will soon reflect that.
