AVITA Medical, Inc. (RCEL) Form 8-K — Aug 11, 2026
AVITA Medical (RCEL) disclosed that on August 5, 2026 it entered into a Global Amendment with Stedical Scientific restructuring its contract manufacturing and exclusive distribution agreements covering PermeaDerm products. Under the amendment, AVITA's share of PermeaDerm revenue rises to 67% for sheet-form products and 80% for glove-form products, though AVITA must pay Stedical 50% of gross-margin excess above 50% (sheet) and 35% (glove) thresholds, and owes combined payments of at least $1.0 million in 2026, with 20% annual growth minimums reaching about $2.07 million by 2030.
Key figures
- Ous pricing expires
- December 31, 2027
- Ous volume cap cartons
- 1600
- Growth minimum 2026 usd
- 1000000
- Growth minimum 2027 usd
- 1200000
- Growth minimum 2028 usd
- 1440000
- Growth minimum 2029 usd
- 1728000
- Growth minimum 2030 usd
- 2073600
- Milestone 1 payment usd
- 1000000
- Milestone 2 payment usd
- 1500000
- Expansion option fee usd
- 500000
- Ous price per carton usd
- 200
- Alternative market pricing
- manufacturing cost plus 10%
- Expansion option fee deadline
- January 15, 2027
- Ous manufacturing fee percent
- 10
- Milestone 1 sales threshold usd
- 45000000
- Milestone 2 sales threshold usd
- 90000000
- Gross margin overage share percent
- 50
- Gross margin threshold glove percent
- 35
- Gross margin threshold sheet percent
- 50
- Avit A revenue share sheet form percent
- 67
- Avita revenue share glove form percent
- 80
- Growth minimum annual increase percent
- 20
- Stedical revenue share glove form percent
- 20
- Stedical revenue share sheet form percent
- 33
- Prior minimum revenue sharing requirements
- waived
Price after filing
Close on the filing date to close N calendar days later (from $8.20). Historical, not a forecast.
AI analysis
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