ARX-Aroa Biosurgery

Started by Shareguy, Jan 05, 2024, 03:02 PM

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KW

#30
Mar 21, 2025, 10:49 AM Last Edit: Mar 21, 2025, 10:53 AM by KW
Tela (ARX US partner):
  • Delivered revenue of $17.6 million in the fourth quarter and $69.3 million for the full year 2024, representing growth of 4% and 19%, respectively, over the corresponding periods of 2023;
  • Increased demand for OviTex® and OviTex PRS Reinforced Tissue Matrix products during the full year 2024, resulting in growth in unit sales volume for each product of approximately 33% and 31%, respectively;
  • Drove expanded adoption of Company products in hernia procedures with the launch of OviTex IHR Reinforced Tissue Matrix, specifically engineered for laparoscopic and robotic-assisted inguinal hernia repair, selling over 1,200 units in 2024 from its launch in mid-April 2024;
  • Provided full year 2025 revenue guidance of $85.0 million to $88.0 million, representing 23% to 27% year-over-year growth.
"Our team delivered 19% revenue growth in 2024, and we saw multiple record-high sales months throughout the year. Our fourth quarter results fell short of our expectations due to a confluence of disruptions, some of which we believe are transient and others that have already been redressed. Despite these challenges, the overall opportunity for substantial value creation from current levels remains intact," said Antony Koblish, co-founder, President, and Chief Executive Officer of TELA Bio. "We believe our OviTex and OviTex PRS products remain well-positioned to benefit from several long-term tailwinds, most significantly an ongoing shift in the hernia repair market away from permanent synthetic mesh and increasing interest among surgeons in device alternatives to cadaveric tissue in plastic and reconstructive surgery. We are optimistic about TELA's outlook moving forward and believe we have taken necessary steps to drive additional market share capture in our primary indications, restore topline growth more consistent with our historical precedent, and continue our steady path towards profitability."
Fourth Quarter 2024 Financial Results
Revenue was $17.6 million in the fourth quarter of 2024, an increase of 4% compared to the same period in 2023. The increase was due to an increase in unit sales of our products resulting from the addition of new customers and growing international sales. This growth was partially offset by a decrease in average selling prices caused by product mix as the share of smaller-sized units increased following the introduction of robotically compatible OviTex IHR and our increased focus in growing market share in high-volume minimally invasive and robotic procedures.
Revenue was $69.3 million for the full year 2024, an increase of 19% compared to the same period in 2023. The increase was primarily due to an increase in unit sales of our products resulting from the addition of new customers and growing international sales. This growth was partially offset by a decrease in average selling prices caused by product mix as the share of smaller-sized units increased following the introduction of robotically compatible OviTex IHR and our increased focus in growing market share in high-volume minimally invasive and robotic procedures.
2025 Financial Guidance
  • Full year 2025 revenue is projected to range from $85.0 million to $88.0 million, representing growth of 23% to 27% over full year 2024.
  • First quarter 2025 revenue is projected to range from $17.0 million to $18.0 million, representing growth of 2% to 8% over the first quarter of 2024.

TELA share price down 24%
Don't drink and buy shares in a downtrend, you bloody idiot.

pegasus2000

#31
Apr 29, 2025, 07:52 PM
ASX ANNOUNCEMENT/MEDIA RELEASE
29 April 2025 AROA BIOSURGERY MARCH 2025 4C – COMMENTARY

FINANCIAL HIGHLIGHTS 
• Second consecutive quarter of positive cash flows from operations, with NZ$1.1 million cash flow from operations for the quarter. 
• Total cash on hand increased by NZ$0.1 million, ending the quarter with a strong cash balance of NZ$22.0 million.
• Strong cash receipts from customers of NZ$20.1 million for the quarter, in line with expectations. 
• Net cash outflow from investing activities of NZ$0.6 million for the quarter, primarily reflecting routine capital expenditure.
• Full-year FY25 guidance is maintained at NZ$76-79 million total revenue (on a constant currency basis)1 and a normalised2 EBITDA profit of NZ$0-2 million. 
• Full-year FY25 guidance is maintained at NZ$81-84 million total revenue (on a reported currency basis)3 (a 17-22% increase on FY24) and a normalised EBITDA profit of NZ$2-4 million.

Shareguy

#33
Apr 30, 2025, 04:15 PM
Insert from Wilsons latest

We maintain our OVERWEIGHT rating and $0.75/share PT on Aroa Biosurgery (ARX). Aroa has capped FY25 with a solid quarter for sales and cash flow. The wound care and reconstructive surgery category has endured some turbulence this year and remains cutthroat competitive. Aroa remains the pick of the group because it has two genuine category winners in OviTex and MYRIAD, looks likely to graduate into sustainable EBITDA creation and is in a growing net cash position. It is also too cheap. Although we set PTs with reference to sector multiples, our DCF-driven view on what the stock is ultimately worth drives recommendation, first and foremost. We understand why Aroa trades at the discount it does now; but should trade at a premium. With earnings growth, that transition point becomes more predictable. | Key

KW

#34
May 09, 2025, 10:14 AM
Tela Bio reported last night, stock looking to pop 14% when it opens.  Not a huge improvement on the last quarter, but the cyclone effects should be behind them now.  Focus more on their sales issues.  One interesting comment regarding excess inventory and writeoffs of obsolete stock - who wears the cost ot that?

Recent Highlights
  • Delivered revenue of $18.5 million in the first quarter 2025, representing growth of 12% over the prior year period and sequential growth of 5% over the fourth quarter of 2024;
  • Increased demand for OviTex® and OviTex PRS Reinforced Tissue Matrix products during the first quarter, resulting in year-over-year revenue increase for each product of approximately 15% and 2%, respectively;
  • Commenced full U.S. commercial launch of larger sized OviTex PRS for use in plastic and reconstructive surgery, which may reduce the need for multiple small pieces and have the potential to simplify more complex plastic and reconstructive procedures;
  • Reiterated full year 2025 revenue guidance of $85.0 million to $88.0 million, representing 23% to 27% year-over-year growth.

"We are pleased with the strong performance in the first quarter of 2025 following the realignment and optimization of our sales organization," said Antony Koblish, President and CEO of TELA Bio. "The complementary dynamic between our Territory Managers and Account Specialists enabled new account wins and greater market penetration across our product portfolio. We are focused on carrying this momentum throughout 2025 as we aim to drive higher revenue growth and increased operating leverage and continue to drive towards profitability."

First Quarter 2025 Financial Results
Revenue was $18.5 million in the first quarter of 2025, an increase of 12% compared to the same period in 2024. The increase was due to an increase in unit sales of our hernia products resulting from the addition of new customers and growing international sales. This growth was partially offset by a decrease in average selling prices caused by product mix as the share of smaller-sized units increased following the introduction of robotically compatible OviTex IHR and our increased focus on growing market share in high-volume minimally invasive and robotic procedures.

2025 Financial Guidance Reiterated
  • Full year 2025 revenue is projected to range from $85.0 million to $88.0 million, representing growth of 23% to 27% over full year 2024.
  • 2025 operating expenses are expected to be flat to 2024.
Don't drink and buy shares in a downtrend, you bloody idiot.

KW

#38
Aug 12, 2025, 11:39 AM
Tela Bio appears to have failed at its 200 day MA and is drifting back down again.  Whole industry is a bit on the nose in the US at the moment due to tariff threats.  However, decent volume through last night, although the price move couldnt be sustained.  I wouldnt be rushing in until an upwards direction is more established.
Don't drink and buy shares in a downtrend, you bloody idiot.

Shareguy

#40
Feb 11, 2026, 04:29 PM
Aroa reconfirms FY26 guidance of NZ$92-100 million total revenue and normalised EBITDA of NZ$5-8 million

Aroa Biosurgery has reaffirmed its FY26 guidance, signalling that results are likely to land at the upper end of expectations as favourable changes to the US Medicare reimbursement framework strengthen the outlook for its Symphony and Myriad products.

Looks very encouraging and another NZ success storey.

Crackity

#42
Jun 03, 2026, 09:23 PM Last Edit: Jun 03, 2026, 10:21 PM by Crackity
Quote from: Shareguy on Jun 03, 2026, 12:09 PMGreat result from Aroa above guidance. Good write up in Business desk.

https://www.google.com/url?q=https://businessdesk.co.nz/article/markets/aroas-winning-formula-from-sheep-guts-to-us-growth&sa=U&ved=2ahUKEwjVl_C24-mUAxWrRmwGHWS0NJYQxfQBKAB6BAgHEAE&usg=AOvVaw3hYbhiaTxAaKUcjxnJ1Pfb

Not far from hopefully entering All ords index.

An NZ success story and not even dual listed on the NZX - boooooo

Here's a snippet of the article - they also are cashflow positive....

Aroa recently posted a stronger-than-expected result for the 2026 financial year, with revenue and earnings ahead of guidance.  A standout in the numbers was the sales growth in its inpatient Myriad soft tissue products.  A note from analysts at Bell Potter said the key positive in the numbers was Myriad, which grew 52% on a constant-currency basis compared to the prior year, driving top-line outperformance, including a record sales month in March.  For the year to March 31, Aroa reported revenue rose 22% to $104m in constant currency, exceeding guidance of between $92m to $100m.  Earnings before interest, taxation, depreciation and amortisation in constant currency were between $10m and $11m, a "strong beat" to the guidance range of $5m to $8m.  Aroa was assisted by favourable foreign exchange, with a roughly $3m revenue tailwind versus constant currency, the analysts said.

They also scan as CHEAP ( DYOR of course )


And a bit from Forager Funds whom I follow occasionally

Forager Funds has maintained a strongly positive outlook on Aroa Biosurgery (ASX:ARX) throughout late 2025 and 2026, highlighting it as a standout contributor in its Australian Shares Fund.Forager views Aroa as a high-growth, quality small-cap medical stock that has safely transitioned into an exceptionally strong, self-funding financial position.Key Themes in Forager's CommentaryOperational Highlights and Breakout Growth: Forager explicitly cited Aroa's operational upgrades as a massive contributor to its portfolio's momentum. This culminated in May 2026 when Aroa blew past its guidance, delivering NZ$103.9 million in revenue and NZ$12.6 million in normalised EBITDA.The "Myriad" Catalyst: A focal point of investor enthusiasm has been Aroa's Myriad product line, which clocked a staggering 54% growth rate in 2026. Crucially, Forager and the broader market noted this was achieved without adding to the sales headcount, demonstrating massive structural operating leverage in the business model.Transition to "Self-Funding" Status: For fund managers like Forager, a key thesis metric has been cash security. Aroa generated NZ$5.1 million in positive net cash flow, wrapping up its financial year debt-free with NZ$27.1 million in cash and term deposits. This eliminates any near-term dilution risk, placing it among the structurally resilient small-caps Forager targets during macro market volatility.What Forager is Watching Next (FY27 Outlook)Reinvestment vs. Margin Expansion: Aroa guided NZ$115–125 million in revenue for FY27 (13–23% growth) but plans to proactively reinvest up to NZ$9 million into its commercial infrastructure and sales headcount. Fund managers will closely track whether this extra spending yields another wave of rapid market adoption.Capitalising on the Skin Substitute Market Reset: The company is positioning its Symphony product to aggressively win market share in the US following structural shifts in the wound care sector—a major milestone Forager and institutional investors are tracking to validate medium-term growth
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