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Vericel Corporation (VCEL)

NasdaqCM - NasdaqCM Real-time price. Currency in USD
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28.07+1.33 (+4.97%)
At close: 04:00PM EDT
28.07 0.00 (0.00%)
After hours: 04:16PM EDT
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  • J
    Joaquin
    What a bloodbath this stock has taken. I think it’s being shorted as well. I’m holding bc the company has no debt and I believe in what VCEL has to offer. Stay Long my friends.
  • x
    ximenezxim
    Incrdible to read some reputable analysts give VERICEL an $8 fair value while others confirm "strong sell". I don´t know what cause such change of heart.
  • H
    Hipsterkicks
    Strong. Beats consensus. Biopsies gaining momentum. BLA resubmission mid-year along with arthroscopic and ankle review. The near future is bright for VCEL.
  • K
    Kerry
    I’m definitely holding I see this back in the $60s.
  • H
    Hipsterkicks
    With Covid having taken a back seat to civilization, I expect YOY revenue to be better than expected. Hopeful for great news in May.
  • R
    Raffe
    What is going on here??
  • x
    ximenezxim
    Vericel is losing money during this first quarter , long years on the red for one reason or other , they will dump thees shares very hard today.
  • x
    ximenezxim
    Vericel, still Strong Sell
  • O
    O
    Getting there
  • O
    O
    HOLD HOLD for 63$
  • x
    ximenezxim
    I generally agree with Cosco strategies my historial is similar to his and I too sold about $27 early last year. Somewhat I am not same optimistic and think milestones still far away to happen in the meantime the short brigade will manage the stock to lower well under $30 and if there is another Covid breakout this stock will get very ugly at about $20 for one share. So I better stay with my Novavaxes and Bionteches for the time being.
  • K
    Kerry
    This is a no brainer
  • H
    Harry
    The charts tell the story - just treading water. Tested support ($14.82) yesterday for the third time over 2019. First resistance level now at $15.29 and the second at $16.19 (via VectorVest). Still thinly traded due to 91% tute ownership. Short shares exceed the float, so they are borrowing from the tutes (at some fee). Not much will change until:early November Q3 earnings, China update, or some news slips during analyst presentations. No reason to doubt the long term positive trajectory. Patience will pay off, as the tutes know. In the meantime, up and down in a narrow range ($15-17).
  • r
    richard
    RAISED .......The company now expects total MACI and Epicel net product revenues for the full year 2019 to be in the range of $116 to $118 million, compared to the previous full year revenue guidance of $112 to $116 million.
  • D
    Deav
    From the new presentation (slide 20)...
    I believe these comments are serious "tells" around the upcoming Q4 ER. Long time VCEL fans should know how to extrapolate the biopsy comment codes.

    Strong Momentum Exiting 2019
    Year-to-date revenue growth of 36%*
    Biopsies received from ~1,300 surgeons in the last 12 months,
    +26% compared to prior period*
    Sales force productivity surpassing historical averages
  • H
    Harry
    Informative info from NYC conference (Morgan Stanley) today:
    - MACI has 48 sales people and currently are at $2 million/person in sales =$96M, will add some more sales people (8 approx.) in 2020, seeing 30%+ sales growth vs. previous year's same quarter. Tremendous increase in new doctors and accelerating adoption.
    - Epicel currently at an annualized rate of $25M, moving from 7 reps to 12-15 next year and going from the initial 20 burn centers to 120 (virtually all in the US), sales potential of $100M/year
    - $48M for Q1-2, and if 30% sales increase is applied from 2018, Q3 ($22.5M) = $29.3M, and 2018, Q4 ($31.3M) = $40.7M, then second half of 2019 is $70M = $118M (last guidance at $114-116M) for 2019, and CEO still seems to be under promising given his optimism
    - Nexobrid - BLA submittal in Q2. 2020, and should take about 12 months for approval, so sales will start in Q2-3, 2021(I expected sooner)
    - Reaffirmed overall profitable for 2019. 12 year exclusivity on products along with patent protection. No near term competition.
    - Still no update on Chinese partner and payments from China (no one asked)
  • J
    Joe
    Getting a knee surgery next month and I was happy to learn that my surgeon will be using the Vericel MACI procedure. As a long term investor in VCEL, I truly believe in stem cells....the medicine of the future.
  • d
    dje
    Solid quarter, Solid year,
    Solid guidance. Complete overreaction.
  • H
    Hipsterkicks
    So two big sales yesterday that were scheduled several months ago. Seems like a good opportunity to buy at an artificially decreased price.
  • H
    Harry
    Estimates are $26.8M sales and -$.02 EPS. My guess $29M sales and +$.03 EPS. I agree with ximenezxim that this seems to be setting up to replicate the action the day before the earnings announcement.