Every material Form 8-K Axogen, Inc. has filed with the SEC since September 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Axogen furnished a corporate investor presentation dated November 9, 2026, on its prostate nerve reconstruction opportunity, which it posted to its website and may use in talks with analysts and investors. The filing contains no earnings, guidance, or deal terms, so it gives shareholders a view of management's market case rather than new financial results.
The presentation, titled Prostate Nerve Reconstruction Investor Event, is furnished as Exhibit 99.1 and dated November 9, 2026.
The company estimates a total addressable market of $754 million, based on about 110,000 cases per year at a weighted average selling price of about $7,000 per procedure.
Clinical data cited include more than 220 patients reconstructed with Avance at six months, with about 80% reporting better than expected erectile function.
Axogen reported third quarter 2026 revenue of $75.8 million, up 26.2% from a year earlier, and net income of $2.3 million, or $0.04 per diluted share, compared with $0.7 million in the prior-year quarter. The company raised its full-year 2026 revenue guidance to at least $290 million, representing growth of at least 29%, which includes at least $7 million from the BioCircuit acquisition completed on October 1, 2026.
Q3 2026 revenue was $75.8 million, up 26.2% from $60.1 million in Q3 2025; gross margin was 74.8% versus 76.6%.
Net income was $2.3 million, or $0.04 per diluted share, versus $0.7 million, or $0.01, a year earlier; adjusted net income was $13.1 million, or $0.21 per share.
2026 guidance: revenue of at least $290 million, organic revenue of at least $283 million, and gross margin of at least 73%.
Cash, restricted cash and investments were $350.1 million at September 30, 2026, up $236.7 million from June 30, after an upsized offering that produced $225 million in net proceeds.
Axogen, Inc. (Nasdaq: AXGN) said on October 1, 2026 that it completed its previously announced acquisition of privately held BioCircuit Technologies, Inc., maker of the NerveTape sutureless nerve repair device. The company expects BioCircuit to add about $6 million to fourth-quarter 2026 revenue and about $34 million to 2027 revenue, a contribution not included in its full-year 2026 guidance of at least 24% revenue growth. The filing does not disclose the purchase price.
Acquisition of BioCircuit Technologies, Inc. completed; announced October 1, 2026
Expected BioCircuit revenue contribution: about $6 million in Q4 2026 and about $34 million in 2027
Contribution is not included in the existing full-year 2026 guidance of at least 24% revenue growth
Company continues to expect gross margin of at least 73% and positive free cash flow for full-year 2026
Axogen agreed on September 9, 2026 to acquire BioCircuit Technologies for a base price of $200.0 million in cash, subject to customary adjustments, with closing expected in the fourth quarter of 2026. On September 10 it priced an offering of 4,910,000 common shares at $42.50 each, with gross proceeds of about $208.7 million before underwriting discounts and expenses, which it plans to use mainly to fund the purchase. Shareholders face new share issuance and the risk that the deal does not close on the expected timeline.
Merger: $200.0 million base cash price; $1.0 million withheld at closing for post-closing adjustments; either party may terminate if not completed by December 31, 2026; no termination fee.
Offering: 4,910,000 shares at $42.50 per share; underwriters pay $39.95 per share; a 30-day option covers up to 736,500 more shares; closing expected September 11, 2026.
Gross proceeds of about $208.7 million (before discounts and expenses, excluding the option); the offering is not conditioned on the merger closing.
BioCircuit's investor presentation cites about $24 million run-rate revenue (Q2 2026 annualized) and $11 million of 2025 revenue.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Axogen, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →