Celularity's Biovance Products to Maintain Medicare Coverage Post LCD Withdrawal

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Dec 29 2025

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CELU+11.2%

Should l Buy CELU?

Source: NASDAQ.COM

Medicare Coverage Continuation: Celularity's Biovance and Biovance 3L products will continue to be eligible for Medicare coverage following the CMS withdrawal of skin substitute LCDs effective January 1, 2026, ensuring competitive positioning and product accessibility in the market.
Stable Payment Structure: CMS will implement a flat payment rate of $127.28 per square centimeter for all skin substitute applications, providing Celularity with a sustainable revenue stream that enhances its financial stability.
Manufacturing Capability Enhancement: Celularity's GMP/GTP-certified facility in New Jersey not only produces commercial biomaterials but also employs advanced digitized and AI-driven Industry 5.0 manufacturing systems, improving production efficiency and supply chain resilience.
Market Performance Review: Over the past year, CELU's stock price fluctuated between $1.00 and $4.35, with the latest closing price at $1.34, reflecting a 1.52% increase from the previous trading day, indicating market confidence in the company's outlook.

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About CELU

Celularity Inc. is a regenerative and cellular medicine company. The Company is developing and commercializing advanced biomaterial products and allogeneic, cryopreserved, placental-derived cell therapies, all derived from the postpartum placenta. Its therapeutic programs target aging-related diseases, including degenerative diseases, cancer, and immune disorders, using mesenchymal-like adherent stromal cells, T-cells engineered with CAR (CAR T-cells), and genetically modified and unmodified natural killer (NK) cells. It develops, manufactures and commercializes advanced biomaterial products derived from structural tissue components of the postpartum placental tissues, including the umbilical cord. Its advanced biomaterials include Celularity Tendon Wrap, FUSE Bone Void Filler and Celularity Placental Matrix. Its advanced biomaterial products include Biovance, Biovance 3L, CentaFlex, Interfyl and Rebound products.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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Exclusive Licensing: The company granted an exclusive license for its commercial-stage biomaterials portfolio and certain development-stage programs, with the transaction expected to close by April 15, 2026, ensuring future market expansion potential.
Manufacturing Rights Retained: Celularity will retain exclusive manufacturing rights for the licensed products at its Florham Park, New Jersey facility and will be eligible for royalties on future net sales of certain development-stage products upon commercialization, further strengthening its revenue streams.
Organizational Realignment: The company plans an organizational realignment, including workforce reductions and the transition of certain personnel to the commercial partner, aimed at lowering operating expenses and improving capital efficiency to better focus resources on advancing its longevity-focused therapeutic pipeline.

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Expanded Product Portfolio: The deal adds six commercially viable regenerative biomaterial products with proven clinical utility, which not only meet market demand but also have insurance reimbursement coverage, thereby supporting a stable revenue base.
Future Growth Pipeline: NexGel plans to file three additional 510(k) applications in 2026, 2027, and 2028, providing a visible growth pipeline for its portfolio and further strengthening its competitive edge in the market.
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Transaction Value Up to $35 Million: Celularity has entered into agreements with a commercial partner, expecting to receive up to $35 million in upfront and milestone payments upon closing, which will provide non-dilutive capital and strengthen the company's financial position.
Exclusive Manufacturing Rights: Celularity retains exclusive manufacturing rights for its biomaterials at its FDA-compliant facility in Florham Park, New Jersey, creating a continuous revenue stream while maintaining economic participation in the licensed products, thereby reinforcing its market position.
Organizational Restructuring and Cost Control: The transaction is accompanied by an organizational realignment that is expected to transition personnel associated with commercial and product development, reducing operating expenses and allowing resources to focus on the longevity therapeutic pipeline, thus enhancing capital efficiency and optimizing investment returns.
Focus on Longevity Medicine: Celularity will intensify its investment in developing placental-derived cell therapies aimed at addressing biological drivers of aging, planning to expand commercial and clinical opportunities in jurisdictions that permit investigational use, showcasing its potential leadership in the longevity medicine sector.

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Capital Injection: Celularity secured $12.2 million in net cash proceeds from the sale of approximately $126.3 million in unused New Jersey net operating losses (NOLs) and $1.9 million in R&D tax credits, significantly enhancing the company's liquidity and financial stability.
Non-Dilutive Capital: This funding is viewed as non-dilutive and tax-free capital that supports Celularity's capital allocation towards commercial opportunities in stem cell and regenerative medicine programs, particularly targeting longevity.
Policy Support: The transaction was facilitated through New Jersey's Technology Business Tax Certificate Transfer Program, which aims to assist technology and life sciences companies in converting NOLs and R&D tax credits into cash, demonstrating state support for innovative enterprises.
Future Outlook: The CEO of Celularity stated that this funding will aid the company's ongoing development in regenerative medicine, especially in developing therapeutic solutions addressing aging mechanisms and related diseases.