Episode 20: Australian bushfires, and two Aussie companies revolutionising burns treatment episode artwork

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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