EPISODE · Feb 5, 2020 · 32 MIN
Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment
from Frazis Capital Podcast · host Michael Frazis
Peter Stevens joins us to discuss Coronavirus and two Aussie burns innovators: Avita and Polynovo. Find more information about us here: www.fraziscapitalpartners.com And please get in touch if you have questions you'd like us to answer on the podcast, suggestions or feedback. If you'd like to know more about us see: www.fraziscapitalpartners.com 00:28 – Coronavirus, and how to calculate the real mortality rate 02:20 – The common cold is a coronavirus 04:18 – Market performance during past pandemics 05:00 – Why you shouldn’t sell your stocks because of the coronavirus! 07:00 – Australian bushfiresand two Aussie burns innovators 07:50 – Introducing Polynovo (ASX:PNV) and how the firm’s improving the existing standard-of-care for serious burns over the incumbent, Integra 14:40 – Avita (ASX:AVH) 15:12 – Avita's RECELL system 16:16 – How ReCell improves recovery 17:10 – The opportunity in Vitiligo 19:12 – Skin grafts 19:47 – How Avita fits within our focus on customer love 20:45 – Avita’s opportunity in skin rejuvenation opportunity 22:40 – Australian life sciences successes of the past 25:10 – The real value uplift opportunity in life sciences 26:50 – More customer love! 27:18 – Avita and Polynovo's cash situation 28:40 – Mesoblast 30:50 – Bitcoin, the life sciences, and tying it all together.
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Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment
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