AVITA Medical Inc (RCEL)

Over the past six months, AVITA Medical's stock price has experienced a downward trend, falling by 25.57%. The 52-week range for the stock has been between $3.22 and $11.25. Key events impacting the stock include Q2 2025 financial results with a revenue increase but a net loss, revised full-year 2025 revenue guidance due to Medicare payment delays, Q3 2025 financial results, a leadership change with Cary Vance taking over as interim CEO, presentations at healthcare conferences, board of directors changes, a pre-J.P. Morgan update highlighting revenue growth and a new debt facility, data presentation at Boswick Burn & Wound Symposium, and an upcoming earnings release in February 2026.

There is a recognized seasonal spike in burn victims during the May to August period, suggesting that the second and third quarters could see improved revenue for AVITA Medical's products compared to the first quarter.

AVITA Medical, Inc. (RCEL) is a regenerative medicine company specializing in cell-based therapies for acute and chronic wounds. Its flagship product is the RECELL® System, an autologous cell harvesting device that enables clinicians to create a suspension of a patient's own skin cells at the point of care. The RECELL System is approved by the FDA for thermal burn wounds, full-thickness skin defects, and for the repigmentation of stable depigmented vitiligo lesions. AVITA Medical also holds exclusive U.S. rights to market, sell, and distribute PermeaDerm®, a biosynthetic wound matrix, and Cohealyx™, an AVITA Medical-branded collagen-based dermal matrix.

AVITA Medical, Inc. operates as a therapeutic acute wound care company in the United States, Japan, the European Union, Australia, and the United Kingdom. While the company has product approval in Australia, Europe, Canada, and China, it is primarily focusing its active marketing efforts on the U.S. region. A launch in Japan, through distribution partner Cosmotec, was expected in the second half of fiscal year 2022. The company is domiciled and has its primary listing in the U.S.

In the past year, AVITA Medical's reputation has been significantly affected by unforeseen payment problems affecting its customers by the Centers for Medicare and Medicaid Services (CMS) in 2025. These issues crippled sales momentum and contributed to a change in CEO. The company has also faced growing reimbursement challenges and payer pressure. Despite these challenges, there have been positive developments, such as clinical highlights showing the RECELL System reducing hospital stays by 36% and CMS approval of New Technology Add-on Payment for trauma wounds. The company is also certified to the AdvaMed U.S. Code of Ethics, emphasizing its commitment to ethical engagement in healthcare.

AVITA Medical, Inc. has 154 institutional owners and shareholders who have filed 13D/G or 13F forms with the SEC, holding a total of 6,674,444 shares. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Institutions hold 17.31% of the shares outstanding, while individuals/insiders hold 1.13%.