Hanizam/iStock via Getty Images The following segment was excerpted from the First Eagle Small Cap Opportunity Fund Q4 2025 Commentary. Small Cap Opportunity Fund A Shares (without sales charge*) posted a return of 1.71% in fourth quarter 2025. Healthcare, materials and information technology were ...

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Core Viewpoint - The Meridian Small Cap Growth Fund's fourth-quarter 2025 performance reflects a mixed market sentiment influenced by optimism regarding monetary easing and caution about economic growth, with small caps achieving a 12.8% annual return despite a modest 0.90% return in Q4 compared to the Russell 2000 Growth Index's 1.22% [1] Group 1: Fund Performance - The U.S. equity markets experienced early gains due to strong AI-related earnings and a rate cut by the US Federal Reserve in October, but sentiment cooled later in the quarter [1] - The Meridian Small Cap Growth Fund achieved a 0.90% net return in Q4 2025, while small caps overall delivered a 2.2% gain for the quarter [1] Group 2: Axogen, Inc. Overview - Axogen, Inc. (NASDAQ:AXGN) is recognized as a leader in technologies for peripheral nerve regeneration and repair, with a market capitalization of $1.768 billion [2] - The stock of Axogen, Inc. closed at $35.25 per share on February 18, 2026, with a one-month return of 10.16% and a twelve-month increase of 90.54% [2] Group 3: Axogen, Inc. Developments - Axogen, Inc. reported a 20% revenue growth and gross margins of nearly 77%, surpassing investor expectations, and received favorable reimbursement terms for its flagship product [3] - The FDA approved a key therapy's BLA submission for Axogen, granting 12 years of market exclusivity, which is expected to enhance the company's commercial coverage and growth potential [3] Group 4: Hedge Fund Interest - Axogen, Inc. was held by 20 hedge fund portfolios at the end of Q3 2025, a slight decrease from 21 in the previous quarter, indicating a moderate level of interest among hedge funds [4] - Despite recognizing Axogen's potential, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting that certain AI stocks may offer greater upside potential [4]

Principal Financial Group Inc. raised its holdings in AxoGen, Inc. (NASDAQ:AXGN – Free Report) by 69.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 51,130 shares of the medical equipment provider’s stock after acquiring an additional 21,002 shares during the quarter. Principal Financial Group Inc. owned approximately 0.11% of AxoGen worth $912,000 as of its most recent filing with the Securities & Exchange Commission. Get AxoGen aler ...

ALACHUA, Fla. and TAMPA, Fla., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Axogen, Inc. (Nasdaq: AXGN), a global leader in developing and marketing innovative surgical solutions for the restoration of peripheral nerve function, today announced that it will release financial results for the fourth quarter and full year 2025 on Tuesday, February 24, 2026. Axogen management will host an investment-community conference call and webcast at 8:00 a.m. ET following the release. Investors interested in participating in the co ...

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Core Viewpoint - Axogen, Inc. has announced an upsized public offering of 4,000,000 shares of common stock priced at $31.00 per share, aiming to raise approximately $124 million before expenses [1][3]. Group 1: Offering Details - The public offering is set to close on January 23, 2026, pending customary closing conditions [2]. - Wells Fargo Securities and Mizuho are the lead book-running managers, with Canaccord Genuity and Raymond James serving as co-managers for the offering [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for early payoff and termination of a term loan facility with Oberland Capital, working capital, capital expenditures, and other general corporate purposes [3]. Group 3: Regulatory Information - The offering is made under an automatic shelf registration statement on Form S-3ASR, effective upon filing with the SEC on January 21, 2026 [4]. - A preliminary prospectus supplement and accompanying prospectus will be filed with the SEC and available for free on their website [4]. Group 4: Company Overview - Axogen focuses on the development and commercialization of technologies for peripheral nerve repair, aiming to establish nerve repair as the standard of care [6]. - The company's product portfolio includes various nerve repair solutions such as Avance® and Axoguard® products [7].

Core Viewpoint - Axogen, Inc. plans to offer and sell $85.0 million of its common stock in a proposed underwritten public offering, with an additional option for underwriters to purchase up to $12.75 million more [1][2] Group 1: Offering Details - The proposed offering is subject to market conditions and other factors, with no assurance on the completion or terms of the offering [1] - Wells Fargo Securities and Mizuho are the lead book-running managers, while Canaccord Genuity and Raymond James are co-managers for the offering [2] - The offering is made under an automatic shelf registration statement that became effective upon filing with the SEC on January 21, 2026 [3] Group 2: Use of Proceeds - Axogen intends to use the net proceeds from the offering for early payoff and termination of its term loan facility with Oberland Capital, working capital, capital expenditures, and other general corporate purposes [2] Group 3: Company Overview - Axogen focuses on the science, development, and commercialization of technologies for peripheral nerve repair, aiming to make nerve repair the expected standard of care [5] - The company's product portfolio includes various nerve repair solutions such as Avance® nerve grafts and Axoguard® products [6]

Company Overview - Axogen focuses on restoring peripheral nerve function to improve health and quality of life for patients [3] Leadership and Vision - The company is led by President and CEO Mike Dale, who has been in this role for over 1.5 years and aims to share the opportunities and purposes behind Axogen [2] Industry Context - Axogen operates within the med tech industry, which is dedicated to enhancing health outcomes and patient experiences through innovative medical technologies [3]

Core Insights - AxoGen's strategy focuses on expanding the adoption of peripheral nerve repair and improving profitability following the approval of its biologics license application (BLA) for the Avance Nerve Graft [3][4][5] Product and Technology - The Avance Nerve Graft is a decellularized human nerve allograft designed to bridge nerve gaps without requiring a secondary harvest site, complemented by AxoGuard and Avive products to support healing [1][19] - The Avance product is characterized as "immunologically benign" while retaining bioactive properties to support axon regeneration [1] Market and Growth Strategy - Management targets an annual growth rate of 15% to 20% and expects to achieve a gross margin of over 75% post-BLA [4][6] - The company has added approximately 20 million covered lives, although around 35% of commercial lives remain uncovered, indicating room for growth in reimbursement [3][11] Clinical Pathways and Education - AxoGen targets four major clinical care pathways, emphasizing the importance of education in nerve care, with over 70% of clinical literature published in the last five years driving demand for procedural training [2][7] - The company aims to make nerve repair an expected intervention in clinical care rather than an underutilized option [2] Financial Performance and Projections - AxoGen is currently cash-flow positive and can fund its strategic initiatives through operations, with expectations of normalized profitability following the transition to biologics licensure [4][14] - Management anticipates that gross margins will experience some pressure in 2026 but expects improvements in 2027 as operational initiatives take effect [13] Regulatory and Reimbursement Developments - The recent BLA approval is expected to address payer objections that previously categorized Avance as experimental, facilitating better reimbursement opportunities [11][12] - A new CMS outpatient code effective January 1 is anticipated to enhance the economic viability of outpatient nerve procedures, which have been limited under previous reimbursement structures [12] Future Opportunities - AxoGen is exploring international markets with a focus on those with clear regulatory pathways leading to reimbursement [16] - The company is also monitoring clinical signals from a prostate trial involving 100 patients, with results expected in the second half of 2026 [3][15]