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

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Australian Financial Review

Australian Financial Review

Hello all, Tom Richardson at the Australian Financial Review featured us in an article available online here. Hope you’ve had an…

Michael Frazis

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. 

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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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