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New Zealand orders 1.2million square cm of skin from America to treat volcano patients who suffered terrible burns
New Zealand has ordered 19,000 sq ins of skin to be flown in from America
Surgeons 'urgently need more skin grafts' in the wake of Monday's eruption
29 victims admitted to burns units, some with burns on 95% of their bodies
https://www.dailymail.co.uk/news/article-7779947/New-Zealand-orders-skin-America-treat-volcano-patients.html
A total of 29 patients have been admitted to hospital with burns in the wake of Monday's deadly eruption, and doctors say they urgently need more skin grafts.
Faced with an unprecedented number of burn victims and the unusual nature of the burns from toxic volcanic gases, surgeons are having to work quicker than usual.
It is predicted surgeons have 500 hours of operations to perform on patients in the days and months ahead of them.
Officials say 34 people were rescued from White Island via helicopters and admitted to hospitals for their injuries. Of the 29 with burn injuries, 27 have burns over at least 30 per cent of their bodies.
22 of the victims had inhalation burns after breathing in sulphur dioxide and volcanic ash that have affected their lungs, and have been left requiring airway support.
Several of the patients have burns affecting up to 95 per cent of their bodies.
New Zealand Prime Minister Jacinda Ardern said a number of the victims are in a 'critical condition' in hospital.
Clinical director at Middlemore Hospital Dr Peter Watson said 19,000 sq ins (1.2 million sq cm) of skin would be flown in from America to treat the victims, adding that surgeons 'urgently need more skin grafts'.
Some of the Australian nationals who suffered burn injuries will be transferred from New Zealand back to their home country by an Australian Defence Force aircraft.
The confirmed death toll in the wake of the incident on White Island on Monday has risen to six.
posting the Seeking Alpha article before it gets locked down
Surprise Jump In Epicel Sales Highlights 'Outstanding' 3Q For Vericel
Nov. 27, 2019 8:01 AM ET|
Joe Younger
Growth, dividend investing, long-term horizon, medium-term horizon
(567 followers)
Summary
Unexpectedly strong Epicel revenue growth carries Vericel to another strong quarter of revenue gains and positive net income.
The company is showing more balance in revenue, adding stability to the company and its share price.
Despite the recent NexoBrid acquisition, Vericel remains in acquisition mode, and it has the cash to do so.
Technically, the share price is forming a high flag right below major resistance, setting the stage for a long-awaited breakout above $20.
Another strong quarter is in the books for Vericel Corporation (VCEL), as Vericel metamorphosizes from a volatile, insomnia-inducing microcap to a sleep-well-at-night small-cap with fundamentals that are gaining in strength and stability. Vericel is generating impressive top-tier revenue growth, and the company anticipates "strong annual profit and cash flow growth in the years ahead." And from a technical standpoint, the 3Q gap up in stock price has set the stage for a push, finally, through what has proved to be a formidable price ceiling of $20.
Investment Thesis: Vericel's strong third-quarter performance reinforces its place as one of the leading companies in the regenerative medicine industry, and technically, the share price is nicely set-up for a breakout to new highs.
The Epicel Revenue Jump
The surprise news for third-quarter 2019 was the astonishing growth in Vericel's regenerative tissue burn care product, Epicel. Epicel revenue jumped an astonishing 64% YOY, to $9.9 million. To put this in perspective, Epicel growth for Q2 2019 was only 9% YOY. This is the highest quarterly Epicel revenue in company history. CEO Nick Colangelo was quick to remind us not to get too stratospheric in our expectations going forward; Epicel sales are highly variable (dependent upon severe burn incidences). As he explained in the 3Q question and answer session:
It's going to bounce all over the map, and I frequently say, don't cry in your coffee if it's a down quarter; don't pop the champagne bottles if it's way up.
While we should not pop the champagne bottles, it is clear that the Epicel team expansion from six to nine representatives is having a marked positive effect. Note also that the fourth-quarter revenue last year was the highest ever for Epicel; therefore, I think we can expect to see another strong quarter of Epicel growth in Q4. Colangelo also reminded us that the company's newly acquired debridement agent NexoBrid commercial launch (tentatively commencing in the first half of 2021) will double the addressable burn care market.
Total revenue growth for the quarter was $30.5 million; a solid +36% YOY, with MACI sales coming in at $20.6 million.
Revenue Guidance and Net Income
Vericel raised top-line estimates to $116-118 million for 2019; up from previous guidance of $112-116. Obviously, a guidance raise is good, and income estimates are even better. Vericel is estimated to make a total of $0.31 per share in 2020, as compared to an estimated $-0.24 for 2019. After years of losing money Vericel has reached the tipping point and is now a money-making venture.
For 3Q, Vericel netted $3.5 million, or $0.07 per share for the quarter, an increase of $4.5 million YOY.
Other Positives from Q3 2019
Gross Margins are Exceptional: 69%, an increase of over 550 basis points YOY.
Costs Stable as Revenue Grows: Largely fixed cost manufacturing footprint allows for revenue growth while minimizing increase of expenses.
Sales Force Expansion Part III: From 49 to 76 territories by Q2 of 2020
Acquisition Mode Engaged: "We're making additional targeted investments in both our sports medicine and burn care commercial franchises," Colangelo stated in the 3Q conference call. And with $74.7 million in cash, the company has ample funds to make another acquisition.
MACI Biopsies Increasing Markedly: Knee cartilage tissue biopsies from 1,300 surgeons, +26% from the previous four quarters ending Q3 2018. Biopsies are a leading indicator of MACI growth. Making rapid progress, but still only 1/4 of the 5000 target surgeons. Much opportunity remains.
After a blockbuster 1000% run from 2016 to 2019, VCEL has been Oscillating in a rectangular base for the greater part of a year now. In general, the greater the run-up, the greater the "digestion" period, and the fact that VCEL has been sliding sideways rather than giving up the majority of its gains gives us confidence that the meandering 2019 price action will ultimately be the rest phase for a new measured move upward. See the five-year price chart below:
Source: StockCharts.com
As we see in the one-year chart below, VCEL has made two failed attempts to breach $20 this year. The strong 3Q earnings results on November 5, 2019 resulted in a gap up, and the price has been setting up in a descending triangle flag pattern. What I anticipate is for the flag to break out to the upside and make a third run at that troublesome $20 mark. Perhaps the third time is the charm. I am holding my shares here and will add when the price closes with conviction above $20, or should macroeconomic turmoil pull the share price back down to $16. As VCEL does not offer a dividend and has proven to be volatile in the past, I see no reason to buy at this level, as it is very possible that the stock price may continue to slide sideways until the next quarter. Better to wait for the breakout or for a better price to enter. With patience, VCEL will give us one or the other.
Source: StockCharts.com
Final Thoughts
A few quarters ago, Vericel was more or less a "one trick pony," with its innovative autologous knee cartilage product, MACI accounting for almost all of its revenue. Today, Vericel is looking like a well-balanced two-tiered company. Epicel revenue grew markedly in the third-quarter of 2019 and was nearly 1/2 of total revenue (3Q revenue was $9.9 million for Epicel and $20.6 million for MACI), and when NexoBrid sales commence in 2021, Vericel's days of burn care being a small side hustle will be over.
I'll let Vericel CEO Nick Colangelo wrap this article up for me with his concluding thoughts from the 3Q 2019 Conference Call:
...We had another outstanding quarter, and we're really excited about the growth opportunities for our business that lie ahead in the years to come.
Vericel continues to grow revenue expeditiously, it is profitable (something of a rarity among small biotechs), it is flush with cash, and it is aggressively seeking acquisition opportunities. I share CEO Colangelo's enthusiasm for Vericel's future.
good article on epicel sales
Seeking Alpha
Summary
Unexpectedly strong Epicel revenue growth carries Vericel to another strong quarter of revenue gains and positive net income.
The company is showing more balance in revenue, adding stability to the company and its share price.
Despite the recent NexoBrid acquisition, Vericel remains in acquisition mode, and it has the cash to do so.
Technically, the share price is forming a high flag right below major resistance, setting the stage for a long-awaited breakout above $20.
https://seekingalpha.com/article/4309405-surprise-jump-epicel-sales-highlights-outstanding-3q-vericel
Texas baby born without skin on torso and limbs goes home months after successful procedure
11/16/2019
https://uspotus.com/texas-baby-born-without-skin-on-torso-and-limbs-goes-home-months-after-successful-procedure.html
Fox News Flash top headlines for Nov. 15 are here. Check out what’s clicking on Foxnews.com
Nearly six months after receiving a treatment devised from his own skin cells, a 10-month-old baby in Texas who was born missing nearly all of his skin has gone home to his family for the first time.
Ja’bari Gray, who was released from Texas Children’s Hospital in Houston on Wednesday, was born with his eyes fused shut, his fingers and toes fused together, and large areas of skin missing from his limbs and torso.
Doctors aren’t sure what caused the condition, but the boy, who weighed just 3 pounds on his New Year’s Day birth, has been making steady progress since undergoing an innovative procedure in May. His medical team first sent a biopsy of his skin to Vericel Corporation in Cambridge, Mass., where researchers used his own cells to grow new skin, Fox 26 reported at the time.
“They grow and divide making a very thin sheet about four-to-eight cells thick across the bottom of the flasks that we grow them in,” Dr. John Hopper, chief medical officer at Vericel Corporation, told the news outlet. “We have 24 hours from when it leaves the controlled environment here in Cambridge to when it should be placed on the patient.”
Priscilla Maldonado, the boy’s mother, told the Associated Press that her son’s procedure was successful and that he gained weight and color in his skin. In September, doctors were able to remove his breathing tube, and he was able to be held without medical equipment or protective dressings for the first time.
Ja'bari, who is now 10-months-old, had only ever been outside when he was transferred from the hospital where he was born to Texas Children's Hospital, where he has been receiving treatment ever since.
Ja’bari, who is now 10-months-old, had only ever been outside when he was transferred from the hospital where he was born to Texas Children’s Hospital, where he has been receiving treatment ever since.
(KRIV. )
“The strength is amazing for that boy, to be able to do all that,” Marvin Gray, Ja’bari’s father, said, according to the Associated Press.
The hospital said that Ja’bari will face additional procedures in the future; however, at this time, there are no plans to open his eyes.
“It’s kind of scary,” Maldonado said of her son coming home for the first time, adding that she spent several days learning how to care for him ahead of his release.
Although several tests have ruled out certain skin conditions, Ja’Bari currently remains without an official diagnosis, according to the San Antonio Express-News. The family, which includes his two older siblings, has relocated to Houston in order to be to his medical team.
Shorts taking over again, directors selling the stock and pushing down pps. Unless milestones are not forwarded price will go to last year´s level or lesser
Michael Halpin Chief Operating Officer
exercised then sold 15047 $18.53
Will be interesting going into the close. Let see if it stay above the line
WATCH for possible breakout above 20.02, no resistance in area just above.
Type: True breakout from double resistance.
Target: 21.69, 12.3% Stop: 18.73 Loss: 3%
P/L ratio: 4.1 : 1 - Excellent
https://finviz.com/quote.ashx?t=vcel&ty=c&ta=1&p=d
$250m in sales in 2022
.68 gross margins = 170
-80m SG&A = 90
50m shares= 1.8/sh
x25 multiple = 45
I don't know a lot. Like Gross margins on the Brillo (or what ever it's called).
the next 4 months are never never land
Silence.
Will track the indexes.
Insiders will be selling.
Thanks Real ! If those earnings ( Openheimer) are correct where do you see the share price in say 2020, 2021,2022 ) assuming nothing much else changes ( lol) ?
AnalystRatingsNetwork
07:44 AM
Svb Leerink Raises Vericel FY2019 Earnings Estimates to $0.18 EPS (Previously $0.12). marketbeat.com/x/748171/ $VCEL
Vericel Corp (NASDAQ:VCEL) – Analysts at Svb Leerink lifted their FY2019 EPS estimates for shares of Vericel in a report issued on Tuesday, November 5th. Svb Leerink analyst D. Antalffy now anticipates that the biotechnology company will post earnings of $0.18 per share for the year, up from their previous forecast of $0.12. Svb Leerink also issued estimates for Vericel’s Q4 2019 earnings at $0.20 EPS, Q3 2020 earnings at $0.11 EPS, Q4 2020 earnings at $0.30 EPS, FY2020 earnings at $0.37 EPS, FY2021 earnings at $0.64 EPS, FY2022 earnings at $0.90 EPS and FY2023 earnings at $1.22 EPS.
AnalystRatingsNetwork
07:44 AM
Oppenheimer Raises Vericel FY2019 Earnings Estimates to $0.16 EPS (Previously $0.05). marketbeat.com/x/748170/ $VCEL
Vericel Corp (NASDAQ:VCEL) – Stock analysts at Oppenheimer lifted their FY2019 earnings estimates for shares of Vericel in a research note issued to investors on Tuesday, November 5th. Oppenheimer analyst K. Degeeter now anticipates that the biotechnology company will post earnings of $0.16 per share for the year, up from their previous estimate of $0.05. Oppenheimer also issued estimates for Vericel’s Q4 2019 earnings at $0.19 EPS, Q1 2020 earnings at ($0.03) EPS, Q2 2020 earnings at ($0.02) EPS, Q3 2020 earnings at $0.03 EPS, Q4 2020 earnings at $0.35 EPS, FY2020 earnings at $0.33 EPS, FY2021 earnings at $0.78 EPS, FY2022 earnings at $1.61 EPS and FY2023 earnings at $1.89 EPS
Vericel Announces Appointment of Sean C. Flynn as Vice President and General Counsel
getting ready to sue someone?
Transcript now available for Q3 earnings
https://seekingalpha.com/article/4302717-vericel-corporation-vcel-ceo-nick-colangelo-q3-2019-results-earnings-call-transcript
Gulp. from 49 to 76 sales reps by Q2 2020.
I assume this is because they did a test run, on converting the biopsies to sales and it worked.
Here since ‘16 with full position...not going anywhere.
Like what I see, this should be marching toward 28/share soon. Good sustained growth and with the new business line addition is nicely layered to sustain the trajectory.
all in all, some good stuff
lets hope it strengthens the legs of this pup.
good luck
by the way: is there anyone left on this board????
most of the call was about Epicel.
Wouldn't say if it was a one-off or trend.
Adding reps for Epicel.
And they low balled epicel for Q4
unfortunately Q4 is the worst burn season. Hate to see it. Glad they can provide best care
$RCEL has a list of competitors with VCEL listed. I will look for it sometime. $RCEL wasn't even mentioned this time.
reminder on quarterly MACI sales as a percentage
Q1=18%
Q2=23%
Q3=21-22%
Q4=27-38%
page 8 of slides on Q2 earnings
https://seekingalpha.com/article/4282020-vericel-corporation-2019-q2-results-earnings-call-slides
Vericel Reports Record Third Quarter Revenues, Net Income and Operating Cash Flow
November 5, 2019 at 8:01 AM EST
PDF Version
Product Revenues of $30.5 Million Increase 36% Over Third Quarter 2018
Full Year 2019 Revenue Guidance Raised to $116 to $118 Million
Conference Call Today at 8:30am Eastern Time
CAMBRIDGE, Mass., Nov. 05, 2019 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ:VCEL), a leader in advanced therapies for the sports medicine and severe burn care markets, today reported financial results for the third quarter ended September 30, 2019, and recent business highlights.
Third Quarter 2019 Financial Highlights
Total net product revenues increased 36% to $30.5 million compared to $22.5 million in the third quarter of 2018, marking the tenth consecutive quarter with record revenues for the reported quarter;
MACI® net revenue of $20.6 million and Epicel® net product revenue of $9.9 million, the highest quarterly Epicel revenue in history;
Gross margin of 69% compared to gross margin of 64% in the third quarter of 2018;
Net income of $3.5 million, or $0.07 per share, compared to a net loss of $1.1 million, or $0.02 per share, in the third quarter of 2018;
Non-GAAP adjusted EBITDA of $6.8 million compared to $0.9 million in the third quarter of 2018;
Operating cash flow of $7.9 million;
As of September 30, 2019, the company had $74.7 million in cash and short-term investments compared to $82.9 million as of December 31, 2018; and
Full year 2019 revenue guidance for MACI and Epicel raised to $116 to $118 million compared to previous full year revenue guidance of $112 to $116 million.
Recent Business Highlights
During and since the third quarter of 2019, the company:
Announced plans to expand the MACI sales force from 49 to 76 sales representatives and from six to nine sales regions by the second quarter of 2020;
Completed an initial expansion of the burn care sales team from six to nine sales representatives and burn clinical specialists; and
Announced initiation of the NexoBrid® Expanded Access Treatment Protocol (NEXT) to treat patients with deep partial- and full-thickness burns in the United States during the preparation and review of the NexoBrid Biologics License Application.
“We are very pleased with the growth of our business and expect to maintain strong double-digit revenue growth for the foreseeable future as we continue to make targeted investments in our sports medicine and burn care commercial franchises,” said Nick Colangelo, president and CEO of Vericel. “Given the consistent improvement in our gross profit and operating margin, we believe that we are also well-positioned to generate strong profit and cash flow growth in the years ahead.”
Third Quarter 2019 Results
Total net product revenues for the quarter ended September 30, 2019 increased 36% to $30.5 million compared to $22.5 million in the third quarter of 2018. Total net product revenues for the quarter included $20.6 million of MACI® (autologous cultured chondrocytes on porcine collagen membrane) net revenue and $9.9 million of Epicel® (cultured epidermal autografts) net revenue, compared to $16.4 million of MACI net revenue and $6.0 million of Epicel net revenue, respectively, in the third quarter of 2018.
Gross profit for the quarter ended September 30, 2019 was $21.2 million, or 69% of net revenues, compared to $14.3 million, or 64% of net revenues, for the third quarter of 2018.
Total operating expenses for the quarter ended September 30, 2019 were $18.1 million, compared to $15.7 million for the same period in 2018. The increase in operating expenses was primarily due to a $1.1 million increase in stock-based compensation expenses, a $0.8 million increase in marketing expenses and a $0.7 million increase in MACI sales force expenses driven by the sales force expansion in the second quarter of 2019.
Vericel’s net income for the quarter ended September 30, 2019 was $3.5 million, or $0.07 per share, compared to a net loss of $1.1 million, or $0.02 per share, for the third quarter of 2018.
Non-GAAP adjusted EBITDA was $6.8 million for the quarter ended September 30, 2019 compared to $0.9 million in the third quarter of 2018. A table reconciling non-GAAP measures is included in this press release for reference.
As of September 30, 2019, the company had $74.7 million in cash and short-term investments compared to $82.9 million as of December 31, 2018.
Full Year 2019 Financial Guidance
The company now expects total MACI and Epicel net product revenues for the full year 2019 to be in the range of $116 to $118 million, compared to the previous full year revenue guidance of $112 to $116 million.
Conference Call Information
Today's conference call will be available live at 8:30am Eastern Standard Time and can be accessed through the Investor Relations section of the Vericel website at http://investors.vcel.com/events-presentations. A slide presentation with highlights from today’s conference call will be available on the webcast and in the Investor Relations section of the Vericel website. Please access the site at least 15 minutes prior to the scheduled start time in order to download the required audio software if necessary. To participate in the live call by telephone, please call (877) 312-5881 and reference Vericel Corporation's second-quarter 2019 investor conference call. If calling from outside the U.S., please use the international phone number (253) 237-1173.
If you are unable to participate in the live call, the webcast will be available at http://investors.vcel.com/events-presentations until November 5, 2020. A replay of the call will also be available until 11:00am (EDT) on November 10, 2019 by calling (855) 859-2056, or from outside the U.S. at (404) 537-3406. The conference ID is 1685887.
Estimate for Q3 earnings Tuesday morning
Sales 26.84M vs $22.5 last year
Earnings -.02 loss vs the same last year -.02
Which means increase in expenses
Seams like a low bar to beat.
Allison DeAngelis
@BosBizAllison
·
19h
Some happy news to start your Wednesday: In May @VericelCorp
created new skin for a newborn born without a full layer of skin. I just heard the baby is 100 percent covered, off all medications and going home from the hospital later this month $VCEL
What: Vericel Corporation Third-Quarter 2019 Earnings Call
When: Tuesday, November 5, 2019 at 8:30am (EDT)
Where: http://investors.vcel.com/events-presentations
Vericel Corp (NASDAQ:VCEL) – Analysts at Oppenheimer raised their Q4 2019 earnings estimates for Vericel in a research report issued on Tuesday, October 8th. Oppenheimer analyst K. Degeeter now expects that the biotechnology company will post earnings per share of $0.20 for the quarter, up from their prior forecast of $0.19. Oppenheimer also issued estimates for Vericel’s FY2020 earnings at $0.40 EPS, FY2021 earnings at $0.77 EPS, FY2022 earnings at $1.58 EPS and FY2023 earnings at $1.91 EPS.
$VCEL: H.C. Wainwright starts at Buy
$VCEL Vericel initiated with a Buy rating at H.C. Wainwright H.C. Wainwright analyst Swayampakula Ramakanth initiated coverage of Vericel with a Buy rating and $19 price target. In the coming years, the company has the potential to become the standard of care in the $5B cartilage repair market, Ramakanth tells investors in a research note
CAMBRIDGE, Mass. and YAVNE, Israel, Oct. 02, 2019 (GLOBE NEWSWIRE) -- Vericel Corporation (NASDAQ: VCEL) and MediWound Ltd. (NASDAQ: MDWD) today announced initiation of the NexoBrid® expanded access treatment protocol (NEXT) to treat burn patients with deep partial- and full-thickness burns in the U.S. during the preparation and review of the NexoBrid Biologics License Application (BLA).
“We are excited to initiate NEXT in the U.S. in tandem with preparations with Vericel for the BLA filing,” said Sharon Malka, MediWound’s Chief Executive Officer. “NEXT, which is supported and funded by the Biomedical Advanced Research and Development Authority (BARDA), allows for the continued clinical use as well as non-declared emergency use of NexoBrid for U.S. patients prior to NexoBrid approval by the FDA. We believe NEXT will enhance national preparedness for burn mass casualty incidences, where it has the potential to meaningfully impact patients’ lives.”
Nick Colangelo, president and CEO of Vericel said, “After a successful pre-BLA meeting with the FDA, we remain on track for the BLA submission in the second quarter of 2020. NEXT will further extend the number of NexoBrid-trained physicians and healthcare providers in the U.S. and generate additional awareness, advocacy and use at U.S. burn centers prior to commercialization of NexoBrid.”
NEXT is an open-label, single-arm treatment protocol which allows for the treatment of up to 150 burn patients with deep partial- and full-thickness thermal burns up to 30% of total body surface area. NEXT has been designed to be consistent with current real-life burn treatment practices in the U.S. and up to 30 U.S. burn centers will participate. The increased number of burn centers trained and familiar with NexoBrid prior to FDA approval will improve national readiness for potential burn mass casualty events. To further promote national readiness, the FDA has agreed that in the event of a burn mass casualty event that is not a nationally declared emergency, additional patients could be treated under the NEXT treatment protocol.
One Small Cap Story: Vericel
Calamos Investments
sustainable and underestimated
https://www.youtube.com/watch?v=BO74TEg6_H4
thanks for the correction-
I have it my calendar as today.
re: this morning-
work and work meetings really get in the way of life!
good luck!
Conference is Wednesday
price 15.72
You could have made a bundle on low volume take-down this morning
could this really heading to 14's?
ahead of today's conference?
15.38 currently
spin some positive on this folks, because there's been nothing but crap indicators, downward pressure, inconclusive trading action and not a peep from the company except to announce more insider selling (planned or not).
glta
If you have the time-
and the intestinal fortitude, sure- hang in there.
but another day dipping into the 15s? for no apparent reason?
hard to stomach
good luck!
Thanks, good points . I guess my $ is just about as safe here as any place else for the time being.
IMO it’s just a matter of time before our next leg up here. Revs rampaging, turning profitable, adding headcount, etc. This is a healthy company run by a good management team. My $ is staying put here for the brighter days ahead. Now we have the summer lull behind us.
I don't see any news in the short term. Not until the next earnings.
The partnership on the burns isn't going to kick in for over a year because the FDA is forcing the vendor to report statistics after 2 years before even submitting the application for approval.
$VCEL is in enough indexes now, so that the index will dictate movement.
So you can't hide out in an unknown stock anymore.
If it breaks down below this trend line, it's in trouble. But it has bounced a couple of times
Question: are you guys holding or trading this ? My average is about $2.40 in combined accounts and sold some at $17.75 to get all original back and then some . The rest is all profit .But it seams like it has bean dead money for while ( I am not a trader ). Am I missing something ? I am holding for the increase in maci revenue but I don’t see much in the burn market if they get approval in the new acquisition ( I really do not know much about that ). I kind of have a time frame of about 2 more years and dot think that enough time for them add more targets like ankles etc. Just trying to get some ideas. Thanks
Dow Up-
VCEL down
Down down-
VCEL down
this one is really hard to figure...
not a lot of exposure to tradewar scenario (supplies perhaps?)
not too much worry about recession effects (people still need healthcare)
forecast up
revs up
something in the pipeline (nexobrid)
seemingly tons of institutional interest/buying
just what is the issue here that won't allow the PPS to get anywhere near where it was prior to excellent earnings?
smh
Open Gaps
Direction Date range
up Aug-19-2019 16.42 to 16.52
Read more at http://www.stockta.com/cgi-bin/analysis.pl?symb=VCEL&cobrand=&mode=stock#JM3hjzpKlmMGSPt5.99
This site doesn't show any gap ups.
http://www.stockta.com/cgi-bin/analysis.pl?symb=AAPL&cobrand=&mode=stock
But visually I see a gap up last November
sadly, I'd take that in a heart beat.
very painful to watch this stock over the last week.
hopefully something, anything will turn it around.
Perhaps I spoke too soon
After today, last week looks like seashells and balloons!
Down 5% from Friday with hours to go.
Filling some gaps or covering some short post?
Hopefully.
Otherwise yikes
A week to forget
Wow-
So much promise at the end of last week. Pps pushes 20.
New week- shootings China tariffs market flop takes vcel straight down.
Pretty darn good earnings report ends up doing nada.
Spike to high 19’s then straight down again to 17’s.
Malaise and anemic trading with tepid interest for the rest of the week.
Closes, no surprise, just above LOD.
High hopes dashed.
Back to watching paint dry.
A week that could have been!
Wasted.
Good weekend all!
Mr Sunshine
Short interest up a bit
Gotta have big kahooonies to feel confident shorting such an unpredictable stock.
Know the swings I suppose.
Vericel Corporation (NASDAQ:VCEL) had an increase of 1.61% in short interest. VCEL’s SI was 6.13 million shares in August as released by FINRA. Its up 1.61% from 6.03M shares previously. With 576,400 avg volume, 11 days are for Vericel Corporation (NASDAQ:VCEL)’s short sellers to cover VCEL’s short positions. The stock decreased 2.63% or $0.49 during the last trading session, reaching $18.11. About 579,405 shares traded or 15.89% up from the average. Vericel Corporation (NASDAQ:VCEL) has risen 91.20% since August 8, 2018 and is uptrending. It has outperformed by 91.20% the S&P500. Some Historical VCEL News: 08/05/2018 – Vericel 1Q Loss/Shr 21c; 11/05/2018 – PNC Financial Services Group Buys New 1.7% Position in Vericel; 30/05/2018 – Vericel Corp Announces Proposed Public Offering of Common Stk; 14/05/2018 – Next Century Growth Investors Buys New 1% Position in Vericel; 17/05/2018 – Vericel 31.3% Owned by Hedge Funds; 23/03/2018 – Vericel Reports Publication of Results from the Phase 3 SUMMIT Extension Study Demonstrating Sustained Clinical Benefit of MACI Out to Five Years; 05/04/2018 – Vericel Investor Day Scheduled By Trout Group for Apr. 11; 20/04/2018 – DJ Vericel Corporation, Inst Holders, 1Q 2018 (VCEL); 12/03/2018 Vericel to Host Analyst and Investor Day on April 11, 2018
Vericel Corporation, a commercial-stage biopharmaceutical company, researches, develops, makes, markets, and sells patient-specific expanded cellular therapies for use in the treatment of patients with severe diseases and conditions. The company has market cap of $795.23 million. It markets three autologous cell therapy products, including Carticel and MACI, which are used for the treatment of cartilage defects in the knee; and Epicel, a permanent skin replacement that is used for the treatment of patients with deep-dermal or full-thickness burns comprising greater than or equal to 30 percent of total body surface area in the United States. It currently has negative earnings. The firm also develops ixmyelocel-T, which is in Phase IIb clinical trial, a patient-specific multicellular therapy for the treatment of advanced heart failure due to ischemic dilated cardiomyopathy.
Among 2 analysts covering Vericel Corp (NASDAQ:VCEL), 2 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Vericel Corp had 9 analyst reports since February 26, 2019 according to SRatingsIntel. Oppenheimer maintained Vericel Corporation (NASDAQ:VCEL) on Tuesday, February 26 with “Buy” rating. Oppenheimer maintained the stock with “Buy” rating in Thursday, March 7 report. BTIG Research maintained the shares of VCEL in report on Thursday, June 20 with “Buy” rating. On Tuesday, February 26 the stock rating was maintained by BTIG Research with “Buy”.
This is a very safe investment with a favorable risk/reward profile. This earning season has been tough on companies with the overall poor market sentiment...but VCEL keeps shining.
insane swings this AM
you'd anticipate some of that, but sheesh.
HOD 19.77 then LOD at 17.55?
not in on CC so I'm not sure if mgmt dropped a bomb, but wow!
Beat revs by almost 2 million
And eps by .02
Raised guidance
It was pushing 20 just a few days ago before all this market nonsense-
Might take a bit to get back there, but we have a nice foundation for sure from here
my valuation of vericel
6x116=696m
696/44=15.82
cash 66m or 1.5/share
value 17.32
47.5% MACI growth and 66% gross profit margin are very solid #s. Very nice ER!
Nothing spectacular. They missed my estimate of -.42 because I didn't know about stock based compensation.
Excluding the payment, the loss was -.05
They did raise guidance +2m
38% growth higher than the full year estimate of 24% (not including the revisions)
Weighted average
number of common
shares outstanding
(Basic and Diluted) 43,956 38,349 43,841 37,251
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Vericel Corporation. (VCEL)
http://epicel.com/healthcare-professionals/what-is-epicel/epicel-is-fda-approved/
https://www.fda.gov/AdvisoryCommittees/CommitteesMeetingMaterials/PediatricAdvisoryCommittee/ucm543860.htm
Click on Yellow to REVIEW FDA WEBSITE APPROVING MACI
http://www.maci.com/
Interesting FDA Transcript discussions on MACI going forward for widened age bracket and other body joints.
CLICK ON THE ABOVE LINK
CLICK ON THE ABOVE PICTURE TO GO INTO VCEL'S CAREER'S SITE
IXMYELOCEL-T
Our preapproval stage portfolio includes ixmyelocel-T, a unique patient-specific multicellular therapy derived from an adult patient’s own bone marrow which utilizes our proprietary, highly automated and scalable manufacturing system. Our proprietary cell manufacturing process significantly expands the mesenchymal stromal cells (MSCs) and M2-like anti-inflammatory macrophages in the patient’s bone marrow mononuclear cells while retaining many of the hematopoietic cells. These cell types are known to regulate the immune response and play a key role in tissue repair and regeneration by resolving pathologic inflammation, promoting angiogenesis, and remodeling ischemic tissue. The novelty and advantage of using ixmyelocel-T is the expansion of a unique combination of cell populations, including MSCs and M2-like macrophages, which secrete a distinct combination of angiogenic and regenerative factors, and possess the ability to remain anti-inflammatory in the face of inflammatory challenge.
Vericel develops, manufactures, and markets autologous cell-based therapies for patients with serious diseases and conditions. The company markets two cell therapy products in the United States. Carticel® (autologous cultured chondrocytes) is an autologous chondrocyte implant intended to treat cartilage defects in the knee in patients who have had an inadequate response to a prior arthroscopic or other surgical repair procedure. 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. Vericel is also developing 2 additional cell products. MACI is a third generation autologous chondrocyte implant intended to treat cartilage defects in the knee. Ixmyelocel-T is a multicellular therapy intended to treat advanced heart failure due to ischemic dilated cardiomyopathy (DCM).
Developing autologous (patient’s own) cell therapies—with integrity
Vericel uses rigorous scientific methods to develop novel therapies for the treatment of patients with autologous (patient’s own) cells. In addition, personal integrity, team work, collaboration, and innovative technology are the foundations of our work. We seek to practice transparency in our clinical trials and research, and in our relationships with each other, our patients, and the investors who support us.
Management:
http://vcel.com/about-vericel/#Management
Clinical Research:
http://vcel.com/research-and-development/#cardioMyopathy
Recent News:
http://investors.aastrom.com/releases.cfm
http://www.4-traders.com/VERICEL-CORP-18635051/
http://finance.yahoo.com/q/h?s=VCEL+Headlines
Events and Presentations:
http://investors.aastrom.com/events.cfm
Analyst Coverage:
http://investors.aastrom.com/analysts.cfm
http://www.streetinsider.com/Analyst+Comments/Vericel+(VCEL)+MACI+Approval+Puts+Profitability+Within+Reach+-+Needham+%26+Company/12343070.html
https://www.thecerbatgem.com/2016/12/19/needham-company-llc-analysts-give-vericel-corp-vcel-a-9-00-price-target.html
https://sportsperspectives.com/2016/12/22/piper-jaffray-cos-begins-coverage-on-vericel-corp-vcel.html
http://www.4-traders.com/VERICEL-CORP-18635051/consensus/
http://seekingalpha.com/symbol/VCEL
http://seekingalpha.com/article/1228921-is-takeda-interested-in-aastrom-bio
Filings:
http://www.sec.gov/cgi-bin/browse-edgar?company=&match=&CIK=0000887359&filenum=&State=&Country=&SIC=&owner=exclude&Find=Find+Companies&action=getcompany
Share Structure:
See Filings
http://data.cnbc.com/quotes/vcel
http://finance.yahoo.com/quote/VCEL/?p=VCEL
YOU TUBE VIDEOS, and the fourth video down, you will NOW appreciate the meaning of less invasive on the new FDA approved MACI procedure and why MACI is anticipated to be 20x the procedures of Carticel
https://www.youtube.com/watch?v=y3S1kFfT0Qk
https://www.youtube.com/watch?v=dP5TgnS3Vr4
https://www.youtube.com/watch?v=gCbpFoY6ZUM
https://www.youtube.com/watch?v=3MFL10O-avE MUST WATCH
http://wnyt.com/health/maci-new-procedure-to-repair-damaged-knee-cartilage/4369510/
https://www.dvidshub.net/news/223965/wbamc-employs-state-art-knee-implant-first-time-dod
Conference Calls
September 27, 2016 Ladenburg Thalmann
October 24, 2016 Meeting on the Mesa
November 30th, 2016 The 28th Annual Piper Jaffray Healthcare Conference
December 14th, 2016 Vericel Corporation Investor Call
Investor Relations:
http://investors.aastrom.com/index.cfm
Yummy Land, click on Above Picture
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