Q1 2025 Vericel Corp Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT

Release Date Price: $41.87 (+3.46%)

Transcript 10-Q8-K

Key Points

Positve

Vericel Corp (VCEL) reported record first-quarter revenue for Macy and total company revenue, indicating strong business performance.
The company expects strong second-quarter performance with total revenue growth projected at 22 to 25%.
Macy's revenue growth was driven by strong fundamentals, including an expanding surgeon customer base and increased biopsies.
The launch of Macy Arthro has shown significant strength, with trained surgeons driving over 30% biopsy growth.
Nexarid's first-quarter revenue increased over 200% compared to last year, demonstrating strong growth in the burn care segment.

Negative

First-quarter ES cell revenue was lower than anticipated due to a high ratio of canceled cases related to patient health issues.
The company reported a net loss of $11.2 million for the quarter, highlighting ongoing financial challenges.
Operating expenses increased to $49.1 million, primarily due to increased headcount and costs related to a new facility.
The first quarter typically has the lowest margins of the year, and margins were adversely impacted by lower ES cell revenue.
There is uncertainty in predicting the cadence of ES cell quarterly revenue due to the variability in the burn care market.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VCEL.OQ - Vericel Corp
Q1 2025 Vericel Corp Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Roselle, and I will be your conference operator today. At this time, I would like to welcome everyone to the Veritel Corporation first quarter 2025 earnings call. All lines have been placed in use to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone cap.

If you would like to withdraw your question, press one again. I will now turn the conference call over to Eric Burns, versal, Vice President of Finance and investor relations. Please go ahead.

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