AxoGen (AXGN) 44th Annual J.P. Morgan Healthcare Conference summary

Strategic vision and mission

• Committed to making nerve repair and restoration an expected standard of care, aiming to improve patient outcomes and quality of life.

• Strategic plan prioritizes growth in emergent and elective procedures, with new emphasis on prostate applications.

• Focused on advancing peripheral nerve care through innovation, education, and clinical leadership, with significant engagement in training clinicians and fellows.

• Commercial execution and expansion of the sales footprint and infrastructure are key near-term priorities.

• Strategic planning has clarified purpose and aligned all employees toward measurable patient outcomes.

Market opportunity and growth outlook

• Addressing a $5.6B US nerve care market with over 1.5 million annual injuries in extremities, breast, oral/maxillofacial, and prostate segments.

• Double-digit growth expected across all markets, with elective areas like breast and oral/maxillofacial growing at high double digits.

• Projected annual growth rate of 15%-20% from 2025–2028, driven by expansion into elective and prostate procedures.

• Resensation (breast) business is a high-growth area, with 70%-90% of the reconstruction market addressable.

• International expansion decisions are underway, focusing on markets with clear regulatory and reimbursement pathways.

Product innovation and clinical evidence

• Avance Nerve Graft is the first FDA-approved biologic for nerve discontinuity repair, preserving native nerve architecture and supporting axonal regeneration.

• Comprehensive portfolio includes Avance, Axoguard, and Avive+ for various nerve repair needs.

• R&D investments target ease-of-use, graft protection, and next-generation Avance improvements.

• Ongoing and planned clinical studies aim to generate Level 1 evidence, including studies in breast, mixed/motor nerve, and prostate applications.

• Completion of the BLA process enables focus on a single quality system, improved manufacturing, and margin enhancement.