Vericel Revenue Jumped 20%. One Biotech Investor Just Reported Adding $63 Million More

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Jonathan Ponciano, The Motley Fool

Sat, May 30, 2026 astatine 1:59 PM CDT 4 min read

Soleus Capital Management disclosed a important bargain of Vericel (NASDAQ:VCEL), adding 1,785,079 shares successful the archetypal quarter—an estimated $63.40 cardinal commercialized based connected quarterly mean pricing—according to a May 14, 2026, SEC filing.

What happened

According to a SEC filing dated May 14, 2026, Soleus Capital Management, L.P. accrued its presumption successful Vericel by 1,785,079 shares during the archetypal quarter. The estimated transaction worth was $63.40 million, calculated utilizing the period’s mean closing price. The quarter-end worth of the involvement accrued by $54.49 million, a fig reflecting some caller purchases and underlying terms changes.

What other to cognize

The filing reflects a buy; Vericel present represents 3.32% of Soleus Capital’s 13F assets nether management.
Top 5 holdings pursuing the filing:
- NASDAQ:KRYS: $297.87 cardinal (12.1% of AUM)
- NASDAQ:CELC: $146.60 cardinal (5.9% of AUM)
- NASDAQ:TGTX: $133.85 cardinal (5.4% of AUM)
- NASDAQ:PODD: $118.03 cardinal (4.8% of AUM)
- NASDAQ:NVCR: $114.37 cardinal (4.6% of AUM)
As of Friday, Vericel shares were priced astatine $33.33, down astir 20% implicit the past twelvemonth and good underperforming the S&P 500, which is up 28%.

Company overview

Metric

Value

Price (as of Friday)	$33.33
Market Capitalization	$1.7 billion
Revenue (TTM)	$292.1 million
Net Income (TTM)	$21.5 million

Company snapshot

Vericel develops and markets autologous compartment therapy products, including MACI for cartilage repair and Epicel for terrible pain treatment; it besides has NexoBrid successful the preapproval signifier for pain care.
The institution generates gross by manufacturing and distributing proprietary cellular therapies, chiefly targeting sports medicine and pain attraction markets successful the United States.
Its main customers are hospitals, clinics, and specialized aesculapian centers treating orthopedic injuries and terrible burns successful big and pediatric patients.

Vericel is simply a commercial-stage biopharmaceutical institution specializing successful precocious compartment therapies for orthopedic and pain attraction indications.

What this transaction means for investors

While Vericel's banal has struggled implicit the past year, the underlying concern continues to station the benignant of maturation and borderline enlargement that semipermanent healthcare investors thin to look for.

The company's latest results showed why. Second-quarter gross climbed 20% twelvemonth implicit twelvemonth to $63.2 million, driven by 21% maturation from its flagship MACI cartilage repair therapy. Gross borderline expanded to 74%, up much than 4 percent points from a twelvemonth earlier, portion adjusted EBITDA much than doubled to $13.4 million. The institution besides ended the 4th with astir $164 cardinal successful currency and investments and nary debt.

Management appears progressively assured successful the runway ahead. CEO Nick Colangelo highlighted continued momentum from the MACI Arthro motorboat and said the institution expects "continued beardown gross maturation and profitability" done the remainder of the year. Vericel besides received FDA clearance to statesman a Phase 3 survey evaluating MACI for ankle cartilage defects, opening different imaginable maturation avenue.

In different words, it seems Vericel is becoming a commercial-stage concern with increasing revenue, expanding margins, and aggregate opportunities to deepen adoption of existing products. That operation apt explains wherefore a specializer healthcare money was consenting to adhd aggressively contempt caller banal weakness.

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