Vericel: MACI And Regenerative Knee Cartilage

Myriam Alvarez 3.61K Followers Follow Summary Vericel’s MACI already has an established commercial base, which I think gives them an easier path for future growth. MACI’s arthroscopic delivery could also help it expand among surgeons. That’s why VCEL’s Burlington added capacity is timely if demand indeed increases. I also like that VCEL’s recently gained BARDA contract helps with its Burn Care business. VCEL also has a potential UK launch and an ankle indication in the works. Still, I concede the shares are certainly at a premium right now. So, my bull case assumes their impressive growth will continue in subsequent quarters. I think VCEL is a viable “Buy” at these levels if that’s the case. Since management has executed well so far, I feel it’s fair to give them the benefit of the doubt. WeBond Creations/iStock via Getty Images Vericel Corporation ( VCEL ) is a regenerative medicine company. Concretely, they have a growing commercial portfolio in cartilage repair and severe burn treatments. VCEL’s main product is Matrix-Induced Autologous Chondrocyte Implantation (MACI), which helps repair symptomatic full-thickness cartilage defects This article was written by Myriam Alvarez 3.61K Followers Follow My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.