AVITA Medical Inc (RCEL)

In the past six months, AVITA Medical's stock (RCEL) has decreased by 37.74%, with the share price dropping from $13.34 to $3.79 as of November 21, 2025, due to financial struggles and liquidity issues. The stock price dropped significantly on May 12, 2025, after Q1 earnings missed expectations. A U.S. reimbursement transition in 2025 created a six-month backlog, leading to cuts in revenue guidance and pushing back cash flow breakeven and GAAP profitability targets. On November 6, 2025, AVITA Medical reported Q3 2025 EPS of -$0.46, missing estimates, with quarterly revenue also below expectations. On October 1, 2025, AVITA Medical announced that hospitals in the U.S. would be eligible for New Technology Add-on Payment (NTAP) reimbursement for RECELL when used to treat acute, non-burn trauma and surgical full-thickness wounds, effective through September 30, 2026. On September 4, 2025, the company reaffirmed data showing the RECELL System reduces hospital stays by 36% compared to traditional skin grafts for certain burn patients.

There is a noted seasonal spike in burn victims during the May to August period. This suggests that the second and third quarters of the year could see improved revenue for AVITA Medical's products, such as the RECELL System, which is used for burn treatment. This seasonality in burn injuries would likely translate to a seasonal fluctuation in demand for AVITA Medical's core products.

AVITA Medical, Inc. (RCEL) is a commercial-stage regenerative medicine company focused on cell-based therapies for acute and chronic wounds, operating within the Health Technology sector and the Medical Devices industry. Its flagship product is the RECELL System, a cell harvesting device used for thermal burn wounds, full-thickness skin defects, and vitiligo. The company also offers PermeaDerm and Cohealyx, added through distribution agreements and launches in 2024 and 2025, respectively.

AVITA Medical, Inc. operates in the United States, Japan, the European Union, Australia, and the United Kingdom. While the RECELL System has approvals in Europe, the Middle East, Africa (EMEA), Australia, and China, the company has primarily focused its active marketing efforts on the U.S. region. It is expected to launch in Japan through a distribution partner in the second half of fiscal year 2022. The company's headquarters are located in Valencia, California, United States.

AVITA Medical's reputation is influenced by its financial performance, product efficacy, and regulatory milestones. The drop in stock price and missed earnings could negatively impact investor confidence, while positive clinical data and FDA-related reimbursement approvals could bolster its reputation within the medical community. The company is recognized as an innovator in regenerative medicine and advanced wound care, particularly for its point-of-care cell harvesting approach with the RECELL System.

AVITA Medical, Inc. (RCEL) has a mixed ownership structure consisting of institutional investors, individual investors, and insiders. Approximately 14.87% to 27.66% of the company's stock is held by institutional investors, while individual insiders own around 0.79% to 2.80%. The general public and other corporate entities hold a significant portion, ranging from approximately 81.97% to 83.93%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insider trading activity in the past three months indicates that insiders have bought more shares than they have sold.