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![anton_mich82426 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1684836156578426880.png) Dr Anton Micheal [@anton_mich82426](/creator/twitter/anton_mich82426) on x XXX followers
Created: 2025-07-24 08:04:23 UTC

X. Thesis Validation
✅ Supporting Arguments
Innovative platform: Engineered human tissue scaffolds could disrupt high-value markets in vascular and organ regeneration.
Low capex burn: With capex near $X M/year but burn ~–$100 M, planners suggest spending conservatively.
Strong liquidity buffer: Cash (~$45–63 M) and modest debt buy time for clinical milestones.
⚠️ Counterarguments & Risks
Severe cash burn & low revenue: TTM revenue ~$4 M vs cash burn near $XXX M → likely dilution or capital raises.
Valuation stretched: EV/Revenue ~75× vs biotech peers; high risk if pipeline delays occur.
🔍 Verdict
Neutral / Cautious: Unique tech and meaningful clinical upside, but precarious financials and high valuation leave minimal margin of safety. 
Is there something in Phase 3?

![](https://pbs.twimg.com/media/Gwm3XEdXAAEh8cQ.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948293167637266716/c:line.svg)

**Related Topics**
[100m](/topic/100m)
[debt](/topic/debt)
[$4563m](/topic/$4563m)
[$100m](/topic/$100m)
[$2myear](/topic/$2myear)
[$issc](/topic/$issc)

[Post Link](https://x.com/anton_mich82426/status/1948293167637266716)