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Vericel Corporation (VCEL) Q3 2024 Earnings Conference Call Transcript Summary

Vericel Corporation (VCEL) Q3 2024 Earnings Conference Call Transcript Summary

vericel 公司(VCEL)2024年第三季度業績會電話會議記錄摘要
富途資訊 ·  02:56  · 電話會議

The following is a summary of the Vericel Corporation (VCEL) Q3 2024 Earnings Conference Call Transcript:

以下是Vericel公司(VCEL)2024年第三季度業績會通話記錄總結:

Financial Performance:

財務表現:

  • Vericel reported a robust Q3 with a 27% increase in total net revenue, reaching $57.9 million.

  • MACI revenue grew by 19% to $44.7 million and continues to show growth potential.

  • Burn Care revenue saw a 66% increase to $13.2 million, with Epicel revenue achieving a quarterly record at $12.2 million.

  • Gross profit margin reached 72% of net revenue, marking a record outside of their highest fourth quarter, growing 480 basis points over the previous year.

  • Adjusted EBITDA for the quarter increased 84% to $10 million, indicating strong profitability improvements.

  • Vericel報告第三季度強勁,總淨營業收入增加27%,達到5790萬美元。

  • MACI營業收入增長19%,達到4470萬美元,並繼續顯示增長潛力。

  • 燒傷護理收入增長66%,達到1320萬美元,Epicel收入實現季度最高紀錄,達到1220萬美元。

  • 毛利潤率佔淨收入的72%,創下其最高第四季度以外的記錄,比上一年增長480個點子。

  • 本季度調整後的EBITDA增加84%,達到1000萬美元,表明盈利能力大幅提高。

Business Progress:

業務進展:

  • Regulatory milestones achieved with FDA approval of MACI Arthro and next-of-kin pediatric indication for NexoBrid, setting the stage for continued growth.

  • Significant advances in surgeon engagement and training programs, particularly surrounding MACI Arthro.

  • Continued expansion of the burn care portfolio, significantly driven by Epicel and NexoBrid.

  • 通過獲得MACI Arthro的FDA批准及NexoBrid的下一代兒童適應症,監管里程碑取得,爲持續增長奠定基礎。

  • 在外科醫生參與和培訓項目方面取得重大進展,尤其是MACI Arthro。

  • 持續擴大燒傷護理產品組合,Epicel和NexoBrid的推動作用顯著。

Opportunities:

機會:

  • MACI Arthro launch represents an opportunity to penetrate a greater share of the surgeon market, potentially increasing MACI utilization.

  • Expansion of manufacturing facilities to support sustained growth and allow for potential global expansion.

  • MACI Arthro的推出代表着滲透更多外科醫生市場的機會,潛在增加MACI使用率。

  • 擴大製造設施以支持持續增長,併爲潛在的全球擴張創造條件。

Risks:

風險:

  • The recent increase in interest rates and potential economic fluctuations could impact the broader market, affecting discretionary medical procedures and investments.

  • 最近利率上升和潛在的經濟波動可能會影響更廣泛的市場,影響自由裁量性醫療程序和投資。

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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