Market Launch DelaysManagement included an estimated OUS MACI launch in the 'late 2020s' for the first time, ahead of MACI Ankle in 2030+.
ProfitabilityThe anticipated inflection point of net income profitability for FY24 is seen as differentiated at its current revenue run rate, which should provide cash flow generation going forward.
Revenue GuidanceVCEL pre-announced 4Q24 revenue ~3% below consensus and issued 2025 revenue guidance ~2% below consensus at the midpoint.