- #PURCHASE SURE CUTS A LOT 2 UPDATE#
- #PURCHASE SURE CUTS A LOT 2 SKIN#
- #PURCHASE SURE CUTS A LOT 2 FULL#
It must open new clinics, drive AirSculpt case volumes at each site, and then open more de novos to repeat the same process.
The company's value equation is a same-store and de novo strategy. Not to mention the patient turnover rates for surgeons on these patient economics. The prospect of booking a procedure, being in and out in a matter of hours, having no anaesthesia, and back to work within the week are tremendously attractive in my view. But AIRS has clever marketing (via the "AirSculpt" brand), and there is no denying the appeal to customers.
#PURCHASE SURE CUTS A LOT 2 FULL#
Patients are back to full function in a matter of days.īear in mind that similar procedures on the marketplace offer similar benefits.Length of downtime reduces from ~2 weeks to ~24 hours in most cases.Faster discharge times for the same reasons.Quicker surgery time given the lack of pre and post-operative steps.Specifically, the patient economics are as such: The benefits of the minimally invasive surgery are easy to glean for both patient and surgeon.
Critically, the procedure does not require general anaesthesia and touts more efficient results. It supposedly breaks the desired tissue into breadcrumb-sized cells and then suctions these out through AIRS' proprietary cannula. Whereas conventional liposuction 'scrapes' fat cells, or adipose tissue, from beneath the dermal layers, AIRS' design works more in a corkscrew and jack-hammer mechanism.
#PURCHASE SURE CUTS A LOT 2 SKIN#
The patient's respective body area (thigh, arm, abdomen, tailbone, etc.) is first numbed (usually with lidocaine), and a cannula is inserted into the skin through two, pencil-sized holes. But it does offer several potential advantages over alternative and/or comparable procedures.įor instance, the actual mechanism of action is different. It is more or less a form of liposuction that removes body fat. On closer inspection, the procedure itself isn't wholly differentiated from modern conventions of laser-derived liposuction. It books revenues via the delivery of procedures through its various sites, dotted throughout the U.S., UK and Canada. The primary differentiator and growth lever for AIRS is its AirSculpt body contouring procedure.
AIRS price evolutionĭata: Updata Critical facts to AIRS investment debate This analysis will pay close attention to 1) the economic characteristics driving AIRS financial performance, 2) demonstrating how it is recycling earnings back into funding de novo facilities, to 3) grow procedural volumes of the AirSculpt body contouring segment. Net-net, I continue to rate AIRS a buy for the reasons discussed in this report.
#PURCHASE SURE CUTS A LOT 2 UPDATE#
Here I'll run through the latest figures and update investors with the critical investment facts. The company's Q2 FY'23 numbers were solid and evidenced the capital rotation strategy it is employing to grow operations. ( NASDAQ: AIRS) continues to offer potential to unlock long-term risk capital in my informed opinion.
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