Core Points - BioStem Technologies, Inc. has partnered with the Florida Panthers to sponsor the "Heroes Among Us" program, which honors military veterans during NHL home games [1][2] - The program has recognized over 500 military members since its inception in 2013, including veterans from various wars [2] - BioStem is also continuing its support for the "Seats for Service" initiative, providing game-day experiences for veterans and their families [4] Company Overview - BioStem Technologies focuses on the development, manufacturing, and commercialization of placental-derived products for advanced wound care [1][8] - The company utilizes its proprietary BioREtain® processing method to maintain growth factors and preserve tissue structure in its products [8] - BioStem's quality management system is accredited by the American Association of Tissue Banks, adhering to current Good Tissue Practices and Good Manufacturing Processes [8] Community Engagement - The "Heroes Among Us" program features a military hero at each home game, with a national anthem dedication and a video highlighting their story [2][3] - The Florida Panthers Foundation emphasizes veterans' affairs as one of its core pillars, supporting organizations that provide resources to military members [5] - The community can nominate veterans for the "Heroes Among Us" program through the Florida Panthers' website [3]

Summary of Biostem Technologies FY Conference Call Company Overview - **Company**: Biostem Technologies (OTCPK:BSEM) - **Industry**: Advanced Wound Care - **Core Technology**: BioREtain®, a proprietary process for processing placental-based tissue allografts aimed at treating diabetic foot ulcers, pressure ulcers, and venous leg ulcers - **Market Size**: Approximately $11.3 billion in the advanced wound care space, with a patient population of around 7 million Medicare beneficiaries [2][4] Key Points and Arguments - **BioREtain® Process**: - Retains natural elements of tissue, including extracellular matrix and growth factors - Demonstrated in real-world data to require fewer applications and less time to close wounds compared to alternatives [3][20] - **Clinical Trials**: - Currently running three randomized controlled trials (RCTs) focused on diabetic foot ulcers and venous leg ulcers, with data expected later this year and into mid-next year [6][15] - **Partnership with Venture Medical**: - Significant growth driver, with revenue increasing from approximately $16.9 million in 2023 to over $300 million projected for 2024 - Partnership enhances cash flow management and compliance for providers through Venture Medical's software platform, OneView [7][8] - **Commercial Strategy**: - Plans to internalize some commercial teams while continuing to leverage the partnership with Venture Medical - Focus on mobile wound care and physician office segments, with potential shifts in strategy as reimbursement structures evolve [10][26] - **Reimbursement Landscape**: - Proposed changes to CMS fee schedules for skin substitutes could impact pricing and market dynamics - Concerns about low initial pricing of $125, which may challenge mobile wound care providers in underserved areas [11][14] - **Financial Performance**: - Reported $121.8 million in revenue for the first half of 2025, a 5% year-on-year increase - Strong gross margins at 95%, attributed to efficient manufacturing processes [16][31] - **Market Share and Growth Potential**: - Current market share is small relative to the total addressable market of $10.3 billion - Opportunities for growth through M&A and expansion into hospital outpatient and acute wound care segments [29][30][35] Additional Important Insights - **Clinical Data Importance**: - Upcoming clinical data is expected to validate the efficacy of BioREtain® and support market differentiation [15][39] - **M&A Opportunities**: - Potential to acquire smaller organizations or products that complement existing offerings, particularly in areas lacking hospital access [35][36] - **Industry Dynamics**: - Ongoing discussions about the need for normalization in pricing and reimbursement structures to address issues of overutilization and ensure fair access to wound care products [12][44] - **Provider Adoption**: - Positive testimonials from providers highlight the effectiveness of BioREtain® in treating hard-to-heal wounds, which could drive further adoption [20][23] This summary encapsulates the key insights from the Biostem Technologies FY Conference Call, focusing on the company's strategic direction, market opportunities, and challenges within the advanced wound care industry.

Summary of BioStem Technologies FY Conference Call Company Overview - **Company**: BioStem Technologies (OTCPK:BSEM) - **Industry**: Advanced Wound Care - **Market Size**: The advanced wound care market is valued at **$11.3 billion**, with a significant portion in the wound biologic segment at **$8.5 billion** [2][6] Core Business and Technology - **Proprietary Technology**: BioStem has developed **BioREtain®**, a technology that enhances wound healing by retaining key growth factors [3][7] - **Patent Portfolio**: The company holds **55 issued patents** and **53 pending patents** related to its technologies [3] - **Product Offerings**: Currently, BioStem has **five products** targeting diabetic foot ulcers (DFUs), venous leg ulcers (VLUs), and pressure ulcers (PUs) [3] Financial Performance - **Revenue**: In 2024, BioStem reported over **$300 million** in top-line revenue and over **$39 million** in adjusted EBITDA [4] - **Cash Position**: As of June 30, 2025, the company had over **$30 million** in cash on hand [4][21] - **Growth Trajectory**: Revenue growth from under **$16 million** in 2023 to over **$300 million** in 2024, indicating a significant upward trend [19] Market Dynamics - **Patient Demographics**: There are over **7 million Medicare patients** with chronic non-healing wounds, with projections indicating a **20% increase** by 2030 [4][5] - **Wound Types**: Pressure ulcers account for **41%**, diabetic foot ulcers for **30%**, and venous leg ulcers for **11%** of the chronic wound market [4] Clinical Trials and Research - **Ongoing Studies**: BioStem is conducting clinical trials for DFUs and VLUs, with results expected by the end of 2025 [8][9] - **Real-World Data**: The BioREtain® technology has shown a **25% reduction** in the number of applications needed compared to competitor products [6] Reimbursement Landscape - **Current Reimbursement**: Products are currently reimbursed at approximately **$1,780** in hospital outpatient settings and **$860** in ambulatory surgery centers [13] - **Future Changes**: Anticipated changes in 2026 may lead to a flat-rate reimbursement model across all service sites, which could stabilize pricing and improve margins [13][14] Strategic Initiatives - **Expansion Plans**: BioStem aims to expand its commercial team and increase penetration in various healthcare settings, including the VA segment [16][22] - **Product Development**: The company is looking to innovate its BioREtain® process and explore strategic acquisitions to enhance its product portfolio [17] Management and Team - **Leadership Changes**: Recently appointed CFO Brandon Poe and marketing head Barry Hassett are expected to drive future growth [21][22] Conclusion - **Market Outlook**: The chronic wound care market is expected to grow, and BioStem is well-positioned to capitalize on this growth through innovative products and strategic partnerships [22][23]

Core Insights - BioStem Technologies Inc. is a leading MedTech company specializing in placental-derived biologics for advanced wound care [1][4] - The company will present at the Morgan Stanley Global Healthcare Conference and the H.C. Wainwright 27th Annual Global Investment Conference in New York [2][5] - BioStem's proprietary BioREtain processing method is designed to maintain growth factors and preserve tissue structure, enhancing the efficacy of its products [4] Company Overview - BioStem Technologies focuses on the development, manufacture, and commercialization of allografts for regenerative therapies [4] - The company’s quality management system is accredited by the American Association of Tissue Banks (AATB) and adheres to current Good Tissue Practices (cGTP) and current Good Manufacturing Processes (cGMP) [4] - BioStem's product portfolio includes brands such as AmnioWrap2™, VENDAJE, VENDAJE AC, and VENDAJE OPTIC, all processed at its FDA registered and AATB accredited facility in Pompano Beach, Florida [4]

Core Insights - BioStem Technologies, Inc. disclosed an insider purchase of common stock by Jason Matuszewski, the Chairman and CEO, indicating confidence in the company's future prospects [1][2] Group 1: Insider Transactions - Jason Matuszewski purchased a total of 15,500 shares on August 19, 2025, for approximately $100,000, with transactions executed at average prices of $6.28 for 2,500 shares and $6.51 for 13,000 shares [2] - Following these transactions, Mr. Matuszewski's total ownership in BioStem Technologies increased to 1,145,362 shares [2] Group 2: Company Overview - BioStem Technologies is a MedTech company focused on developing, manufacturing, and commercializing placental-derived products for advanced wound care [1][3] - The company utilizes its proprietary BioREtain processing method, which is designed to maintain growth factors and preserve tissue structure, enhancing the effectiveness of its allografts for regenerative therapies [3] - BioStem's quality management system has been accredited by the American Association of Tissue Banks (AATB) and adheres to current Good Tissue Practices (cGTP) and Good Manufacturing Processes (cGMP) [3] - The company's product portfolio includes brands such as AmnioWrap2™, VENDAJE, VENDAJE AC, and VENDAJE OPTIC, all processed at its FDA registered and AATB accredited facility in Pompano Beach, Florida [3]

Core Insights - BioStem Technologies, Inc. reported preliminary financial results for Q2 2025, highlighting a sixth consecutive quarter of positive adjusted EBITDA despite facing revenue challenges due to increased competition and reimbursement uncertainties [4][9][11]. Recent Business Highlights - The company appointed Brandon Poe as the new Chief Financial Officer, bringing over 25 years of healthcare finance experience [4][8]. - BioStem completed enrollment in a clinical trial for BioREtain® Amnion Chorion aimed at treating diabetic foot ulcers, with data expected in Q4 2025 [8]. - The commercial organization is expanding with new direct representatives to access additional care sites [8]. - The intellectual property portfolio has been expanded with three new U.S. patent applications, totaling 58 issued and 68 pending patents [8]. Preliminary Financial Highlights - Net revenue for Q2 2025 was $49.3 million, a 34% decrease from Q2 2024, primarily due to lower volumes in the wound care portfolio [9][27]. - Gross profit was $48.6 million, representing 98.6% of net revenue, compared to $70.7 million or 95.0% of net revenue in Q2 2024 [10]. - Operating expenses decreased to $48.5 million from $61.9 million in Q2 2024, driven by lower revenue and reduced sales and marketing costs [10]. - Adjusted EBITDA for Q2 2025 was $2.5 million, down from $10.1 million in Q2 2024, reflecting lower gross profit but offset by reduced operating expenses [11]. - The company reported a GAAP net loss of $0.6 million or ($0.03) per share, compared to net income of $6.3 million or $0.39 per share in Q2 2024 [12][27]. - Cash and cash equivalents increased to $30.8 million as of June 30, 2025, up from $26.7 million as of March 31, 2025 [12][27]. Uplisting and Audit Update - BioStem is pursuing an uplisting to Nasdaq and is currently working through the audit of its historical financial statements [5][6]. - The company has clarified the accounting treatment for its distribution agreement with Venture Medical and is preparing to file an amended Form 10 to address SEC comments [5][6].

Core Insights - BioStem Technologies, Inc. has appointed Brandon Poe as Chief Financial Officer, marking a significant leadership change during a period of growth and innovation for the company [1][2] - The company is recognized for its innovative wound care technologies and aims to leverage its BioREtain® platform to accelerate growth and expand market presence [3] Company Overview - BioStem Technologies focuses on the development, manufacturing, and commercialization of placental-derived products for advanced wound care [1] - The company utilizes its proprietary BioREtain® processing method, which is designed to maintain growth factors and preserve tissue structure [3] - BioStem's quality management system has been accredited by the American Association of Tissue Banks and adheres to current Good Tissue Practices and Good Manufacturing Processes [3] Leadership Background - Brandon Poe brings over 25 years of experience in finance within the healthcare and life sciences sectors, having previously served as CFO at Midi Health, Inc. and Jumpcode Genomics, Inc. [2] - His experience at Illumina, Inc. included multiple senior finance roles, enhancing his capability to contribute to BioStem's strategic goals [2] Strategic Goals - The company aims to expand into new markets and advance its plans for a Nasdaq uplisting, indicating a focus on long-term growth ambitions [2] - Brandon Poe expressed enthusiasm about driving value for shareholders and executing the company's strategy during this pivotal stage [3]

Core Points - BioStem Technologies Inc. will release its second quarter 2025 financial results on August 14, 2025, and will host a conference call and webcast at 4:30 PM ET [3][4] - The conference call will include a review of the financial results and updates on the Company's Form 10 filing and Nasdaq uplisting, led by CEO Jason Matuszewski and CFO Michael Fortunato [4] - BioStem Technologies focuses on the development, manufacture, and commercialization of placental-derived products for advanced wound care, utilizing its proprietary BioREtain® processing method [6][7] Company Overview - BioStem Technologies is recognized as a leading innovator in the MedTech sector, specializing in allografts for advanced wound care [6] - The Company’s quality management systems are accredited by the American Association of Tissue Banks (AATB) and comply with Good Tissue Practices (cGTP) and Good Manufacturing Processes (cGMP) [7] - BioStem's product portfolio includes brands such as AmnioWrap2™, VENDAJE®, and American Amnion™, all processed at its FDA registered and AATB accredited facility in Pompano Beach, Florida [7]

Core Insights - BioStem Technologies, Inc. supports the reform of the reimbursement framework for skin substitutes, aiming to address rising Medicare spending in this category [2] - The company is engaged in randomized controlled trials to demonstrate the clinical superiority of its BioREtain technology, which is central to its commercial products [2] - BioStem is in the process of filing Form 10 and plans to provide updates on its Nasdaq uplisting during its second quarter 2025 earnings call [2] Company Overview - BioStem Technologies is focused on developing, manufacturing, and commercializing placental-derived products for advanced wound care [1][3] - The company utilizes its proprietary BioREtain processing method, which preserves growth factors and tissue structure [3] - BioStem's quality management system has been accredited by the American Association of Tissue Banks, adhering to current Good Tissue Practices and Good Manufacturing Processes [3] Industry Context - The Centers for Medicare and Medicaid Services (CMS) has released proposals for the Calendar Year 2026 Physician Fee Schedule and Outpatient Prospective Payment System regarding skin substitute reimbursement [1] - The proposed changes are expected to promote investment in innovation and improve outcomes for patients with chronic wounds [2]

Company Overview - BioStem Technologies, Inc. is a leading MedTech company focused on the development, manufacturing, and commercialization of placental-derived products for advanced wound care [5] - The company utilizes its proprietary BioREtain processing method to maintain growth factors and preserve tissue structure in its allografts [5] Market Position and Opportunities - Jason Matuszewski, Chairman and CEO, will present BioStem's current position in the chronic wound care market and key opportunities for growth at the Advanced Wound Care Summit on July 15, 2025 [1] - The company aims to drive continued growth in its core allograft business while pursuing opportunities to expand its portfolio across the continuum of care [8] Event Details - The Advanced Wound Care Summit will take place from July 15 to 17, 2025, bringing together global leaders in wound care innovation and clinical research [3] - The summit will feature keynote presentations, interactive panels, and strategic networking opportunities to address unmet needs in chronic wound management [3] Quality and Compliance - BioStem's quality management systems and standard operating procedures are accredited by the American Association of Tissue Banks (AATB) and adhere to Good Tissue Practices (cGTP) and Good Manufacturing Processes (cGMP) [6] - The company's products are processed at an FDA registered and AATB accredited site in Pompano Beach, Florida [6]