Sam Nangali's questions to Vericel Corp (VCEL) leadership • Q1 2025
Question
Sam Nangali, on for Mike Kratky, inquired about early data on MACI Arthro conversion rates and their potential impact on second-half growth. He also asked for an update on cross-selling opportunities between Epicel and NexoBrid and whether the integrated sales force had successfully re-engaged any dormant Epicel accounts during the quarter.
Answer
CEO Nick Colangelo explained that it is too early to see an inflection in implant conversion rates for MACI Arthro due to the typical 4-to-6-month lag from biopsy to procedure, but an impact is expected in the second half of the year. He confirmed that the company continues to see cross-selling success, securing biopsies from previously dormant accounts, and that converting all centers to use both Epicel and NexoBrid remains a key long-term growth driver for the burn care franchise.