Soleus Capital Increases Stake in Vericel Significantly
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 46 minutes ago
0mins
Source: Fool
- Stake Increase: Soleus Capital Management significantly increased its position in Vericel by 1,785,079 shares in Q1 2026, with an estimated trade value of $63.40 million, indicating strong confidence in the company's future growth prospects.
- Asset Allocation Shift: This purchase raised Vericel's representation to 3.32% of Soleus Capital's 13F assets, highlighting its growing importance within the investment portfolio.
- Financial Performance: Vericel reported a 20% year-over-year revenue increase to $63.2 million in Q2, with gross margins expanding to 74%, reflecting robust performance in its niche markets and improved profitability.
- Market Outlook: Management expresses optimism for continued strong revenue growth and profitability, particularly driven by the MACI product, and with FDA clearance for new studies, the company is poised to explore additional market opportunities.
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Analyst Views on VCEL
Wall Street analysts forecast VCEL stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 34.240
Low
55.00
Averages
57.67
High
60.00
Current: 34.240
Low
55.00
Averages
57.67
High
60.00
About VCEL
Vericel Corporation is a provider of advanced therapies for sports medicine and severe burn care markets. It has a differentiated portfolio of cell therapy and specialty biologic products. It markets three products in the United States. MACI (autologous cultured chondrocytes on porcine collagen membrane) is an autologous-cellularized scaffold product indicated for the repair of symptomatic, single or multiple full-thickness cartilage defects of the knee with or without bone involvement in adults. Epicel (cultured epidermal autografts) is a permanent skin replacement for the treatment of patients with deep dermal or full thickness burns greater than or equal to 30% of total body surface area. The Company also holds a license for North American rights to NexoBrid (anacaulase-bcdb), a biological orphan product containing proteolytic enzymes, which is indicated for eschar removal in adults and pediatric patients with deep partial-thickness and/or full-thickness thermal burns.
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.
Soleus Capital Increases Stake in Vericel Significantly
- Stake Increase: Soleus Capital Management significantly increased its position in Vericel by 1,785,079 shares in Q1 2026, with an estimated trade value of $63.40 million, indicating strong confidence in the company's future growth prospects.
- Asset Allocation Shift: This purchase raised Vericel's representation to 3.32% of Soleus Capital's 13F assets, highlighting its growing importance within the investment portfolio.
- Financial Performance: Vericel reported a 20% year-over-year revenue increase to $63.2 million in Q2, with gross margins expanding to 74%, reflecting robust performance in its niche markets and improved profitability.
- Market Outlook: Management expresses optimism for continued strong revenue growth and profitability, particularly driven by the MACI product, and with FDA clearance for new studies, the company is poised to explore additional market opportunities.
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Conexeu Sciences Inc. Goes Public, Pioneering a New Era in Regenerative Medicine
- IPO Milestone: Conexeu Sciences Inc. successfully debuted on Nasdaq on May 21, 2026, with 25,269,996 shares outstanding and a fully diluted total of 35,238,222 shares, marking a significant advancement in regenerative medicine and enhancing its market competitiveness.
- Innovative Product Launch: The company unveiled its 3D bioprinted regenerative breast matrix, B.R.E.A.S.T.™, designed to provide a temporary scaffold for patients post-mastectomy, targeting over 100,000 women annually who opt out of reconstruction, thus opening a larger market opportunity.
- Platform Advantage: Conexeu's CXU™ platform can be applied across multiple tissue regeneration products, streamlining product development processes and targeting multi-billion-dollar markets in wound care, periodontal applications, and facial contouring, indicating vast market potential.
- Regulatory Strategy: The company plans to submit a 510(k) application in early 2027, transitioning its products from investigational to commercial status, further solidifying its leadership position in the regenerative medicine sector.
See More
Conexeu Sciences Inc. Goes Public, Pioneering a New Era in Regenerative Medicine
- IPO Milestone: Conexeu Sciences Inc. debuted on Nasdaq on May 21, 2026, with 25,269,996 shares outstanding and 35,238,222 on a fully diluted basis, marking a significant advancement in regenerative medicine and expected to enhance its market competitiveness.
- Innovative Product Launch: The company unveiled B.R.E.A.S.T.™, a 3D-printed regenerative breast matrix designed to provide a temporary scaffold for women post-mastectomy, addressing a market gap faced by over 100,000 women annually, indicating substantial market potential.
- Platform Technology Advantage: Conexeu's CXU™ platform can be applied across multiple tissue regeneration products, streamlining product development processes and is expected to drive expansion into multi-billion-dollar markets such as wound care, periodontal applications, and facial contouring, enhancing overall business growth potential.
- Regulatory Outlook: The company plans to submit a 510(k) application in early 2027, marking a transition from preclinical to commercialization; if approved, this will open new revenue streams and bolster investor confidence.
See More
Vericel Corporation Reports Record Q1 2026 Earnings with Increased Guidance
- Record Revenue: Vericel Corporation achieved total revenue exceeding $68 million in Q1 2026, reflecting a 30% year-over-year increase that significantly surpassed guidance, supporting profit growth and generating over $15 million in free cash flow.
- FDA Approval Milestone: The company received FDA approval for MACI commercial manufacturing at its new facility, which enhances manufacturing capacity and paves the way for potential MACI commercialization outside the U.S., likely driving further revenue growth.
- BARDA Contract Boost: Vericel secured a BARDA award valued at up to $197 million, with a base contract of $35 million that includes approximately $10 million for initial NexoBrid procurement over the next 12 months, providing strong support for future revenue growth.
- Guidance Increase: Following the outperformance in Q1, Vericel raised its total revenue guidance by $10 million for 2026, now expecting total revenue between $326 million and $336 million, reflecting the company's confidence in future growth prospects.
See More
Vericel Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: Vericel reported a Q1 GAAP EPS of -$0.12, beating expectations by $0.03, indicating improvement in profitability despite still being in the red.
- Revenue Growth: The company achieved revenue of $68.4 million, a 30% year-over-year increase, surpassing market expectations by $4.78 million, reflecting strong demand for its products and driving overall performance.
- Adjusted EBITDA Surge: Non-GAAP adjusted EBITDA rose 195% to $9.6 million, representing 14% of revenue, showcasing significant progress in cost control and operational efficiency, which enhances confidence in future profitability.
- Strong Cash Flow Position: Operating cash flow stood at $16.4 million with free cash flow at $15.1 million, and the company holds approximately $211 million in cash and investments with no debt, indicating a robust financial position that provides ample funding for future expansion.
See More
Vericel Scheduled to Announce Q1 Earnings on May 7
- Earnings Announcement Date: Vericel (VCEL) is set to announce its Q1 2023 earnings on May 7 before market open, with consensus EPS estimate at -$0.16 and revenue forecast at $63.62 million, reflecting a 21% year-over-year growth.
- Earnings Estimate Variability: Over the past three months, EPS estimates have seen one upward revision and three downward adjustments, while revenue estimates have experienced three upward and three downward revisions, indicating mixed market sentiment regarding the company's profitability.
- Future Revenue Targets: Vericel aims to achieve revenue between $316 million and $326 million in 2026, driven by the expansion of its MACI sales force and the accelerating adoption of MACI arthroplasty, showcasing the company's confidence in future growth prospects.
- Significant Partnership Agreement: Vericel recently secured a $197 million BARDA deal, which will bolster its NexoBrid supply plans, further solidifying its market position in the biopharmaceutical sector.
See More
Soleus Capital Increases Stake in Vericel Significantly
- Stake Increase: Soleus Capital Management significantly increased its position in Vericel by 1,785,079 shares in Q1 2026, with an estimated trade value of $63.40 million, indicating strong confidence in the company's future growth prospects.
- Asset Allocation Shift: This purchase raised Vericel's representation to 3.32% of Soleus Capital's 13F assets, highlighting its growing importance within the investment portfolio.
- Financial Performance: Vericel reported a 20% year-over-year revenue increase to $63.2 million in Q2, with gross margins expanding to 74%, reflecting robust performance in its niche markets and improved profitability.
- Market Outlook: Management expresses optimism for continued strong revenue growth and profitability, particularly driven by the MACI product, and with FDA clearance for new studies, the company is poised to explore additional market opportunities.
See More
Conexeu Sciences Inc. Goes Public, Pioneering a New Era in Regenerative Medicine
- IPO Milestone: Conexeu Sciences Inc. successfully debuted on Nasdaq on May 21, 2026, with 25,269,996 shares outstanding and a fully diluted total of 35,238,222 shares, marking a significant advancement in regenerative medicine and enhancing its market competitiveness.
- Innovative Product Launch: The company unveiled its 3D bioprinted regenerative breast matrix, B.R.E.A.S.T.™, designed to provide a temporary scaffold for patients post-mastectomy, targeting over 100,000 women annually who opt out of reconstruction, thus opening a larger market opportunity.
- Platform Advantage: Conexeu's CXU™ platform can be applied across multiple tissue regeneration products, streamlining product development processes and targeting multi-billion-dollar markets in wound care, periodontal applications, and facial contouring, indicating vast market potential.
- Regulatory Strategy: The company plans to submit a 510(k) application in early 2027, transitioning its products from investigational to commercial status, further solidifying its leadership position in the regenerative medicine sector.
See More
Conexeu Sciences Inc. Goes Public, Pioneering a New Era in Regenerative Medicine
- IPO Milestone: Conexeu Sciences Inc. debuted on Nasdaq on May 21, 2026, with 25,269,996 shares outstanding and 35,238,222 on a fully diluted basis, marking a significant advancement in regenerative medicine and expected to enhance its market competitiveness.
- Innovative Product Launch: The company unveiled B.R.E.A.S.T.™, a 3D-printed regenerative breast matrix designed to provide a temporary scaffold for women post-mastectomy, addressing a market gap faced by over 100,000 women annually, indicating substantial market potential.
- Platform Technology Advantage: Conexeu's CXU™ platform can be applied across multiple tissue regeneration products, streamlining product development processes and is expected to drive expansion into multi-billion-dollar markets such as wound care, periodontal applications, and facial contouring, enhancing overall business growth potential.
- Regulatory Outlook: The company plans to submit a 510(k) application in early 2027, marking a transition from preclinical to commercialization; if approved, this will open new revenue streams and bolster investor confidence.
See More
Vericel Corporation Reports Record Q1 2026 Earnings with Increased Guidance
- Record Revenue: Vericel Corporation achieved total revenue exceeding $68 million in Q1 2026, reflecting a 30% year-over-year increase that significantly surpassed guidance, supporting profit growth and generating over $15 million in free cash flow.
- FDA Approval Milestone: The company received FDA approval for MACI commercial manufacturing at its new facility, which enhances manufacturing capacity and paves the way for potential MACI commercialization outside the U.S., likely driving further revenue growth.
- BARDA Contract Boost: Vericel secured a BARDA award valued at up to $197 million, with a base contract of $35 million that includes approximately $10 million for initial NexoBrid procurement over the next 12 months, providing strong support for future revenue growth.
- Guidance Increase: Following the outperformance in Q1, Vericel raised its total revenue guidance by $10 million for 2026, now expecting total revenue between $326 million and $336 million, reflecting the company's confidence in future growth prospects.
See More
Vericel Q1 Earnings Beat Expectations with Strong Revenue Growth
- Earnings Highlights: Vericel reported a Q1 GAAP EPS of -$0.12, beating expectations by $0.03, indicating improvement in profitability despite still being in the red.
- Revenue Growth: The company achieved revenue of $68.4 million, a 30% year-over-year increase, surpassing market expectations by $4.78 million, reflecting strong demand for its products and driving overall performance.
- Adjusted EBITDA Surge: Non-GAAP adjusted EBITDA rose 195% to $9.6 million, representing 14% of revenue, showcasing significant progress in cost control and operational efficiency, which enhances confidence in future profitability.
- Strong Cash Flow Position: Operating cash flow stood at $16.4 million with free cash flow at $15.1 million, and the company holds approximately $211 million in cash and investments with no debt, indicating a robust financial position that provides ample funding for future expansion.
See More
Vericel Scheduled to Announce Q1 Earnings on May 7
- Earnings Announcement Date: Vericel (VCEL) is set to announce its Q1 2023 earnings on May 7 before market open, with consensus EPS estimate at -$0.16 and revenue forecast at $63.62 million, reflecting a 21% year-over-year growth.
- Earnings Estimate Variability: Over the past three months, EPS estimates have seen one upward revision and three downward adjustments, while revenue estimates have experienced three upward and three downward revisions, indicating mixed market sentiment regarding the company's profitability.
- Future Revenue Targets: Vericel aims to achieve revenue between $316 million and $326 million in 2026, driven by the expansion of its MACI sales force and the accelerating adoption of MACI arthroplasty, showcasing the company's confidence in future growth prospects.
- Significant Partnership Agreement: Vericel recently secured a $197 million BARDA deal, which will bolster its NexoBrid supply plans, further solidifying its market position in the biopharmaceutical sector.
See More
