Hello all, I recorded the interview above with Rachel Pether from SALT (the alternative investment conference/forum founded by Anthony Scaramucci).
MICAHEL FRAZIS | 4/6/2021
Portfolio Manager, Managing Partner
This Weeks Guest.
Robert Stretch, MD
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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:
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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