Earnings Call Summary | Vericel(VCEL.US) Q2 2024 Earnings Conference
Earnings Call Summary | Vericel(VCEL.US) Q2 2024 Earnings Conference
The following is a summary of the Vericel Corporation (VCEL) Q2 2024 Earnings Call Transcript:
以下是Vericel Corporation（VCEL）2024年第二季度業績會記錄摘要：
Financial Performance:
金融業績：
Vericel reported record second quarter revenue of nearly $53 million, a 20% growth year-over-year for MACI and Burn Care revenue.
Gross margin reached a record of 70% for the quarter, with an adjusted EBITDA growth of 42%.
The company reaffirmed its full-year revenue guidance of 20% growth and raised profitability guidance for gross margin to 71% and adjusted EBITDA margin to 21%.
Total net revenue for Q2 was $52.7 million with significant growth in MACI and NexoBrid revenues.
Vericel報告第二季度創紀錄的近5300萬美元的營業收入，MACI和燒傷護理收入同比增長20％。
季度毛利率創紀錄達70％，調整後EBITDA增長42％。
公司重申全年營收增長20％的指導，並將毛利率盈利能力指引提高至71％和調整後EBITDA利潤率提高至21％。
第二季度總淨收入爲5270萬美元，MACI和NexoBrid收入顯著增長。
Business Progress:
業務進展：
Launch anticipated for MACI Arthro which targets a larger segment of the cartilage repair market, with commercial release contingent upon FDA approval.
Expansion in the MACI surgeon customer base and high engagement levels maintaining strong MACI growth.
Progression in burn care franchise with NexoBrid gaining traction and expected FDA approval for pediatric indication.
Strong growth trajectory for Epicel revenue, continuing into Q3 based on current biopsies and treatments.
MACI Arthro預計推出，針對更大的軟骨修復市場，商業發佈取決於FDA批准。
擴大MACI外科醫生客戶群的參與度，保持強勁的MACI增長。
NexoBrid在燒傷護理領域的進展正在取得進展，預計獲得兒科指徵的FDA批准。
強勁的Epicel收入增長軌跡將在第三季度繼續，基於當前的生物樣本和治療。
Opportunities:
機會：
Introduction of MACI Arthro expected to tap into a $3 billion market, targeting 5,000 to 7,000 surgeons for higher volumes of cartilage repair surgeries predominantly through arthroscopic procedures.
Pediatric indication for NexoBrid could enhance treatment options and significantly impact its market uptake.
Strong commercial momentum and strategic product expansions expected to drive sustained revenue and profitability growth.
引入MACI Arthro有望進入3000億美元的市場，針對5000至7000名外科醫生，主要通過關節鏡手術進行更高量的軟骨修復手術。
NexoBrid兒科指徵可能增加治療選項並顯着影響其市場接受度。
預期強勁的商業動力和戰略產品擴展將推動持續的收入增長和盈利能力增長。
Risks:
風險：
Potential volatility in Epicel quarterly results due to its dependency on variable factors such as patient health issues and treatment timings which may affect financial forecasting accuracy.
由於其依賴變量因素，如患者健康問題和治療時間表等影響財務預測準確性，Epicel季度收益可能存在潛在波動性。
More details: Vericel IR
更多詳情：Vericel投資者關係網站
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。