May. 10 at 7:49 PM
$VCEL … and this thing drops like a stone?
Something is clearly amiss-
“Vericel posted record first-quarter results, with revenue up 30% year over year to
$68.4 million, driven by MACI and Burn Care strength. Adjusted EBITDA, gross margin, and free cash flow all improved sharply, reflecting stronger profitability and cash generation.
The company raised its full-year 2026 outlook after the quarter beat expectations and on anticipated BARDA-related NexoBrid revenue. Vericel now expects total revenue of
$326 million to
$336 million, while also lifting its Burn Care guidance and maintaining strong margin targets.
MACI growth and expansion initiatives remain key drivers, including the expanded sales force, growing adoption of MACI Arthro, and FDA approval for commercial manufacturing at a new facility. Vericel also said it plans to submit a MACI marketing application in the U.K. later this year, supporting longer-term international growth.”
