<p>Avita Medical Ltd ((RCEL)) 举行了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>Avita Medical Ltd 最近的财报电话会议呈现出复杂的情绪，突显了进展与挑战。尽管公司在报销问题和成本管理方面取得了显著进展，并在欧洲进行了战略扩展，但这些积极的发展被收入下降和降低的收入指引所掩盖。尽管运营效率和现金管理有所改善，但财务前景依然谨慎，反映出持续的挑战。</p>
<h2>RECELL 的报销进展</h2>
<p>财报电话会议透露，RECELL 手术的报销取得了显著进展。所有七个医疗保险行政承包商（MACs）现在已发布或确认接受提供者的报销率。这一发展预计将恢复需求并规范使用，标志着 Avita Medical 向前迈出的积极一步。</p>
<h2>欧洲扩展</h2>
<p>Avita Medical 通过获得 RECELL GO 在欧洲的 CE 标志批准，扩大了其全球影响力。第一位患者在德国接受了治疗，突显了该产品的全球相关性，并扩大了进入新市场的机会。</p>
<h2>成本管理与降低</h2>
<p>公司报告称，运营费用同比减少了 24%，减少了 720 万美元。这反映了 Avita Medical 有效的成本管理和商业重组努力，为其整体财务健康做出了贡献。</p>
<h2>RECELL 的强劲毛利率</h2>
<p>RECELL 品牌保持了 83.6% 的强劲毛利率，这是公司财务健康和运营效率的积极指标。</p>
<h2>现金管理改善</h2>
<p>Avita Medical 在现金管理方面取得了显著改善，季度间运营现金使用减少了近 40%。这表明公司致力于增强其财务稳定性。</p>
<h2>收入下降</h2>
<p>公司报告收入为 1700 万美元，低于预期，同比下降 13%。这归因于持续的报销中断和其他影响公司财务表现的因素。</p>
<h2>修订后的收入指引</h2>
<p>Avita Medical 将全年的收入指引下调至 7000 万至 7400 万美元，低于之前的 7600 万至 8100 万美元。这一修订反映了报销正常化进展慢于预期以及持续的财务挑战。</p>
<h2>净亏损</h2>
<p>本季度的净亏损为 1320 万美元，尽管同比改善了 19%。这表明尽管财务挑战依然存在，但在减少亏损方面有进展的迹象。</p>
<h2>债务设施调整</h2>
<p>公司获得了 OrbiMed 设施下第三季度收入契约的豁免，并修订了第四季度收入契约。这些调整表明 Avita Medical 面临的财务压力，因为它正在应对当前的挑战。</p>
<h2>前瞻性指引</h2>
<p>展望未来，Avita Medical 计划专注于重建订单势头，推动产品的持续使用，并提高预测准确性。公司旨在通过集中在约 200 家烧伤中心和创伤医院，抓住美国市场内 13 亿美元的目标机会。Avita 还计划在第一季度初提供 2026 年的更新指引，保持成本纪律和资产负债表灵活性，以支持其增长计划。</p>
<p>总之，Avita Medical 的财报电话会议描绘了一幅公司在某些领域取得进展的同时，在其他领域面临重大挑战的图景。整体情绪谨慎，尽管在报销和成本管理方面取得了显著成就，但收入下降和财务调整使得这些成就受到抑制。随着 Avita Medical 展望未来，其重点将是重建势头并抓住市场机会，同时保持财务纪律。</p>

RCEL

<p>Avita Medical Ltd 举行了第三季度财报电话会议，公布了混合的业绩结果。公司在 RECELL 过程的报销方面取得了进展，并扩展至欧洲，但收入下降了 13%，降至 1700 万美元，并将全年指引下调至 7000 万至 7400 万美元。运营费用减少了 24%，现金管理显著改善。尽管净亏损为 1320 万美元，但仍有进展的迹象。展望未来，Avita 旨在重建订单势头，并利用 13 亿美元的市场机会，同时保持财务纪律</p>

<p>Avita Medical Ltd ((RCEL)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Avita Medical Ltd ((RCEL)) 举行了第三季度财报电话会议。以下是会议的主要亮点。</p>
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</div><p>Avita Medical Ltd’s recent earnings call presented a mixed sentiment, highlighting both progress and challenges. While the company has made significant strides in reimbursement issues and cost management, as well as strategic expansions in Europe, these positive developments were overshadowed by revenue declines and reduced revenue guidance. Despite improvements in operational efficiency and cash management, the financial outlook remains cautious, reflecting ongoing challenges.</p>
<div class="lb-trans"><p>Avita Medical Ltd 最近的财报电话会议呈现出复杂的情绪，突显了进展与挑战。尽管公司在报销问题和成本管理方面取得了显著进展，并在欧洲进行了战略扩展，但这些积极的发展被收入下降和降低的收入指引所掩盖。尽管运营效率和现金管理有所改善，但财务前景依然谨慎，反映出持续的挑战。</p>
</div><h2>Reimbursement Progress for RECELL</h2>
<div class="lb-trans"><h2>RECELL 的报销进展</h2>
</div><p>The earnings call revealed significant progress in reimbursement for RECELL procedures. All seven Medicare Administrative Contractors (MACs) have now published or confirmed acceptance of provider reimbursement rates. This development is expected to renew demand and normalize utilization, marking a positive step forward for Avita Medical.</p>
<div class="lb-trans"><p>财报电话会议透露，RECELL 手术的报销取得了显著进展。所有七个医疗保险行政承包商（MACs）现在已发布或确认接受提供者的报销率。这一发展预计将恢复需求并规范使用，标志着 Avita Medical 向前迈出的积极一步。</p>
</div><h2>European Expansion</h2>
<div class="lb-trans"><h2>欧洲扩展</h2>
</div><p>Avita Medical has broadened its global reach with the CE Mark approval for RECELL GO in Europe. The first patient was treated in Germany, underscoring the product’s global relevance and expanding access to new markets.</p>
<div class="lb-trans"><p>Avita Medical 通过获得 RECELL GO 在欧洲的 CE 标志批准，扩大了其全球影响力。第一位患者在德国接受了治疗，突显了该产品的全球相关性，并扩大了进入新市场的机会。</p>
</div><h2>Cost Management and Reduction</h2>
<div class="lb-trans"><h2>成本管理与降低</h2>
</div><p>The company reported a 24% year-over-year reduction in operating expenses, amounting to a $7.2 million decrease. This reflects Avita Medical’s effective cost management and commercial restructuring efforts, contributing to its overall financial health.</p>
<div class="lb-trans"><p>公司报告称，运营费用同比减少了 24%，减少了 720 万美元。这反映了 Avita Medical 有效的成本管理和商业重组努力，为其整体财务健康做出了贡献。</p>
</div><h2>Strong Gross Margin for RECELL</h2>
<div class="lb-trans"><h2>RECELL 的强劲毛利率</h2>
</div><p>The RECELL franchise maintained a strong gross profit margin of 83.6%, which is a positive indicator of the company’s financial health and operational efficiency.</p>
<div class="lb-trans"><p>RECELL 品牌保持了 83.6% 的强劲毛利率，这是公司财务健康和运营效率的积极指标。</p>
</div><h2>Cash Management Improvement</h2>
<div class="lb-trans"><h2>现金管理改善</h2>
</div><p>Avita Medical has made significant improvements in cash management, reducing operating cash use by nearly 40% quarter-over-quarter. This demonstrates the company’s commitment to enhancing its financial stability.</p>
<div class="lb-trans"><p>Avita Medical 在现金管理方面取得了显著改善，季度间运营现金使用减少了近 40%。这表明公司致力于增强其财务稳定性。</p>
</div><h2>Revenue Decline</h2>
<div class="lb-trans"><h2>收入下降</h2>
</div><p>The company reported $17 million in revenue, which was below expectations and represented a 13% year-over-year decline. This was attributed to ongoing reimbursement disruptions and other factors affecting the company’s financial performance.</p>
<div class="lb-trans"><p>公司报告收入为 1700 万美元，低于预期，同比下降 13%。这归因于持续的报销中断和其他影响公司财务表现的因素。</p>
</div><h2>Revised Revenue Guidance</h2>
<div class="lb-trans"><h2>修订后的收入指引</h2>
</div><p>Avita Medical lowered its full-year revenue guidance to a range of $70 million to $74 million, down from the previous $76 million to $81 million. This revision reflects slower-than-anticipated reimbursement normalization and ongoing financial challenges.</p>
<div class="lb-trans"><p>Avita Medical 将全年的收入指引下调至 7000 万至 7400 万美元，低于之前的 7600 万至 8100 万美元。这一修订反映了报销正常化进展慢于预期以及持续的财务挑战。</p>
</div><h2>Net Loss</h2>
<div class="lb-trans"><h2>净亏损</h2>
</div><p>The net loss for the quarter was $13.2 million, although this was an improvement of 19% year-over-year. This indicates that while financial challenges persist, there are signs of progress in reducing losses.</p>
<div class="lb-trans"><p>本季度的净亏损为 1320 万美元，尽管同比改善了 19%。这表明尽管财务挑战依然存在，但在减少亏损方面有进展的迹象。</p>
</div><h2>Debt Facility Adjustments</h2>
<div class="lb-trans"><h2>债务设施调整</h2>
</div><p>The company secured a waiver for the Q3 revenue covenant under the OrbiMed facility and amended the Q4 revenue covenant. These adjustments indicate the financial pressure Avita Medical is under, as it navigates its current challenges.</p>
<div class="lb-trans"><p>公司获得了 OrbiMed 设施下第三季度收入契约的豁免，并修订了第四季度收入契约。这些调整表明 Avita Medical 面临的财务压力，因为它正在应对当前的挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>Looking ahead, Avita Medical plans to focus on rebuilding order momentum, driving consistent product utilization, and enhancing forecast accuracy. The company aims to capitalize on a $1.3 billion targeted opportunity within the broader U.S. market by concentrating on about 200 burn centers and trauma hospitals. Avita also plans to provide updated guidance for 2026 in early Q1, maintaining cost discipline and balance sheet flexibility to support its growth initiatives.</p>
<div class="lb-trans"><p>展望未来，Avita Medical 计划专注于重建订单势头，推动产品的持续使用，并提高预测准确性。公司旨在通过集中在约 200 家烧伤中心和创伤医院，抓住美国市场内 13 亿美元的目标机会。Avita 还计划在第一季度初提供 2026 年的更新指引，保持成本纪律和资产负债表灵活性，以支持其增长计划。</p>
</div><p>In summary, Avita Medical’s earnings call painted a picture of a company making strides in some areas while facing significant challenges in others. The overall sentiment was cautious, with notable achievements in reimbursement and cost management being tempered by revenue declines and financial adjustments. As Avita Medical looks to the future, its focus will be on rebuilding momentum and capitalizing on market opportunities, while maintaining financial discipline.</p>
<div class="lb-trans"><p>总之，Avita Medical 的财报电话会议描绘了一幅公司在某些领域取得进展的同时，在其他领域面临重大挑战的图景。整体情绪谨慎，尽管在报销和成本管理方面取得了显著成就，但收入下降和财务调整使得这些成就受到抑制。随着 Avita Medical 展望未来，其重点将是重建势头并抓住市场机会，同时保持财务纪律。</p>
</div>

Avita Medical 的财报电话会议：在挑战中取得的进展