Earnings summaries and quarterly performance for Axogen.
Executive leadership at Axogen.
Board of directors at Axogen.
Research analysts who have asked questions during Axogen earnings calls.
CC
Caitlin Cronin
Canaccord Genuity
4 questions for AXGN
Also covers: ATEC, BVS, ENOV +10 more
DT
David Turkaly
Citizens JMP
4 questions for AXGN
Also covers: FNA, HAE, LNTH +4 more
Jayson Bedford
Raymond James
4 questions for AXGN
Also covers: DXCM, IART, ICUI +7 more
MS
Michael Sarcone
Jefferies
4 questions for AXGN
Also covers: ALC, ALGN, CTSO +12 more
Christopher Pasquale
Nephron Research
3 questions for AXGN
Also covers: ALC, BSX, COO +12 more
RO
Ross Osborn
Cantor Fitzgerald
3 questions for AXGN
Also covers: CERS, CVRX, ELUT +12 more
Frank Takkinen
Lake Street Capital Markets
2 questions for AXGN
Also covers: ANGO, AORT, BBNX +17 more
Michael Kratky
Leerink Partners
2 questions for AXGN
Also covers: BBNX, DXCM, INSP +6 more
Brett Gasaway
Leerink Partners
1 question for AXGN
Also covers: TNDM
Chris Pasquale
Nephron Research LLC
1 question for AXGN
Also covers: ALC, BSX, COO +7 more
MP
Matthew Park
Cantor Fitzgerald
1 question for AXGN
Also covers: BVS, CERS, ORGO +5 more
Mike Kratky
Leerink Partners
1 question for AXGN
Also covers: DXCM, INSP, MDT +4 more
Recent press releases and 8-K filings for AXGN.
Axogen Announces Upsized Public Offering of Common Stock
AXGN
- Axogen, Inc. announced an upsized public offering of 4,000,000 shares of its common stock at a price of $31.00 per share.
- The gross proceeds from the offering are expected to be approximately $124 million, before underwriting discounts and commissions and assuming no exercise of the underwriters' option.
- Axogen granted the underwriters a 30-day option to purchase up to an additional 600,000 shares of common stock.
- The net proceeds from the offering are intended for the early payoff and termination of its term loan facility with Oberland Capital, working capital, capital expenditures, and other general corporate purposes.
- The offering is expected to close on January 23, 2026.
Jan 23, 2026, 12:01 PM
Axogen Announces Pricing of Upsized Public Offering
AXGN
- Axogen, Inc. (Nasdaq: AXGN) announced the pricing of an upsized underwritten public offering of 4,000,000 shares of its common stock at $31.00 per share.
- The gross proceeds to Axogen from the proposed offering are expected to be approximately $124 million, assuming no exercise of the underwriters’ option to purchase additional shares.
- The proposed offering is expected to close on January 23, 2026.
- Axogen intends to use the net proceeds from the offering for early payoff and termination of its term loan facility with Oberland Capital, working capital, capital expenditures, and other general corporate purposes.
Jan 22, 2026, 4:18 AM
Axogen Announces Proposed Public Offering of Common Stock
AXGN
- Axogen, Inc. announced its intent to offer and sell $85.0 million of shares of its common stock in a proposed underwritten public offering, with an option for underwriters to purchase an additional $12.75 million.
- The company plans to use the net proceeds for the early payoff and termination of its term loan facility with Oberland Capital, working capital, capital expenditures, and other general corporate purposes.
- The proposed offering is being made pursuant to an automatic shelf registration statement on Form S-3ASR that became effective on January 21, 2026.
Jan 21, 2026, 9:09 PM
AxoGen Discusses BLA Approval, Strategic Growth, and Financial Milestones at J.P. Morgan Conference
AXGN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AxoGen announced the completion of the Biologics License Application (BLA) approval for its Avance Nerve Graft in December, establishing it as the first-of-its-kind approved biologic therapeutic solution for nerve discontinuities.
- The company projects 15%-20% annual growth over its strategic planning period, an acceleration from past performance, and has achieved operational leverage, positive cash flow, and profitability. Post-BLA, it anticipates a 75% plus gross margin business.
- Strategic market expansion includes high double-digit growth in breast reconstruction and the development of prostate as a new market application, with clinical signals expected in the second half of 2026.
- Reimbursement efforts have added almost 20 million covered lives last year, and a new CMS level three code for outpatient nerve procedures, effective January 1st, 2026, is expected to make these procedures more economical.
Jan 15, 2026, 6:30 PM
AxoGen Highlights BLA Approval, Growth Outlook, and Financial Milestones
AXGN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AxoGen recently achieved Biologics License Application (BLA) approval for its Avance Nerve Graft in December, transitioning it from a device regulatory status to the first-of-its-kind approved biologic therapeutic solution for nerve discontinuities. This is expected to aid in payer engagement and enable more aggressive clinical studies.
- The company projects 15%-20% annual growth over its strategic planning period, an acceleration from the previous five years' 15% growth. This growth is primarily driven by volume.
- AxoGen has reached a financial inflection point, achieving operational leverage, positive cash flow, and profitability. Post-BLA, they anticipate becoming a 75% plus gross margin business, with further improvements expected in 2027.
- Key market developments include a new prostate application with clinical signals expected in the second half of 2026 , and the breast reconstruction (Resensation) business, which is a high double-digit growth area with a 70%-90% addressable market.
- Reimbursement progress includes adding almost 20 million covered lives in the last year and the introduction of a new Level III CMS code for outpatient nerve procedures starting January 1, 2026, which is expected to make these procedures more economical.
Jan 15, 2026, 6:30 PM
AXGN Reports Preliminary 2025 Revenue and Outlines Strategic Growth and Reimbursement Improvements
AXGN
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Axogen (AXGN) reported preliminary and unaudited revenue of $225.2 million for 2025 and projects a Revenue CAGR of 15% - 20% for its 2025-2028 Strategic Plan.
- The company expects positive Adjusted EBITDA of $7.8 million in 2025 and anticipates being cashflow positive each year, with operational cashflow exceeding $60 million per year by the end of 2028.
- Avance is highlighted as the first approved biologic treatment for nerve discontinuities and the only FDA approved biologic nerve scaffold.
- CMS is set to improve facility payments in 2026 with a new outpatient code group, increasing reimbursement for CPT Code 64912 (Allograft nerve repair) to $8,965 for hospitals (+40% YoY) and $6,157 for Ambulatory Surgery Centers (+35% YoY).
- Axogen targets a $5.6 billion US Nerve Care Opportunity and is focusing on market development in areas like prostate surgery, which represents a $754 million Total Addressable Market (TAM).
Jan 15, 2026, 6:30 PM
AxoGen Discusses BLA Approval Impact, Growth Strategy, and Financial Milestones at J.P. Morgan Healthcare Conference
AXGN
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- AxoGen recently secured Biologics License Application (BLA) approval for its Avance Nerve Graft, marking it as the first-of-its-kind approved biologic therapeutic for nerve discontinuities, a milestone expected to facilitate full reimbursement coverage by 2028 and streamline manufacturing operations.
- The company projects 15%-20% annual growth over its strategic planning period and expects to be a 75% plus gross margin business post-BLA, having reached a financial inflection point by generating positive cash flow and profitability.
- Key growth drivers include the extremities business and breast reconstruction, with the emerging prostate market expected to show clinical signals in the second half of 2026. Additionally, a new CMS level three code, effective January 1, 2026, is anticipated to make nerve care more economical in outpatient settings.
Jan 15, 2026, 6:30 PM
Axogen, Inc. Reports Preliminary Unaudited Revenue for Fourth Quarter and Full-Year 2025
AXGN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Axogen, Inc. announced preliminary unaudited fourth quarter 2025 revenue is expected to be approximately $59.9 million, marking a 21.3% increase over the fourth quarter of 2024.
- Preliminary unaudited full-year 2025 revenue is expected to be approximately $225.2 million, representing a 20.2% increase over full-year 2024.
- Gross margin for both the fourth quarter and full-year 2025 is expected to be above 74%, including approximately $1.9 million in one-time costs related to the FDA Biologics License Application (BLA) approval of Avance®.
- The balance of cash, cash equivalents, restricted cash, and investments on December 31, 2025, is expected to be approximately $45.5 million, an increase of approximately $6.0 million over the balance at the end of 2024.
- The FDA approved the BLA for Avance® (acellular nerve allograft-arwx) on December 3, 2025.
Jan 12, 2026, 12:10 PM
Axogen Announces Preliminary Q4 and Full-Year 2025 Results
AXGN
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Axogen expects preliminary fourth quarter 2025 revenue of approximately $59.9 million, a 21.3% increase over Q4 2024, and full-year 2025 revenue of approximately $225.2 million, a 20.2% increase over full-year 2024.
- Gross margin for both the fourth quarter and full-year 2025 is anticipated to be above 74%, including approximately $1.9 million in one-time costs related to the FDA BLA approval of Avance®.
- The company's cash, cash equivalents, restricted cash, and investments balance is expected to be approximately $45.5 million as of December 31, 2025, an increase of approximately $6.0 million from the end of 2024.
- The FDA approved the Biologics License Application (BLA) for Avance® (acellular nerve allograft-arwx) on December 3, 2025.
Jan 12, 2026, 12:00 PM
Axogen Announces FDA Approval for AVANCE® Biologics License Application
AXGN
Product Launch
- Axogen, Inc. received U.S. Food and Drug Administration (FDA) approval for its Biologics License Application (BLA) for AVANCE® (acellular nerve allograft-arwx) on December 3, 2025.
- This approval reclassifies AVANCE® from a human tissue product to a biologic, confirming its use for treating peripheral nerve discontinuities in adult and pediatric patients.
- Commercial availability of the licensed AVANCE® product is expected early in the second quarter of 2026, with the product remaining available under the current tissue framework until then.
Dec 4, 2025, 1:03 AM
Quarterly earnings call transcripts for Axogen.
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