AXGN Axogen, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Development and commercialization of innovative peripheral nerve regeneration and repair technologies
• • New product: FDA-approved Avance® acellular nerve scaffold (December 3, 2025), launching Q2 2026, replacing Avance® Nerve Graft
• • Strategic shift: Transition of Avance Products from Section 361 human tissue to licensed biologic under Section 351 with post-marketing study commitments
• • Quantitative highlight: Avance Nerve Graft with 17+ years clinical use and over 120,000 implants, US peripheral nerve injury TAM estimated at >$5.6 billion
• • Noteworthy fact: Launch of Avive+ Soft Tissue Matrix in June 2024, an amniotic membrane allograft under FDA HCT/P regulations subject to future oversight changes

Risk Factors

• • Regulatory risk: FDA accelerated approval of Avance Products contingent on confirmatory trials with milestones through 2031; failure may cause withdrawal or restrictions
• • Operational risk: Avance manufacturing relies on variable donated cadaveric tissue, causing potential lot failures, product recalls, and supply shortages
• • Geopolitical/macroeconomic risk: Healthcare reimbursement uncertainty; CMS reimbursement changes in 2026 increased outpatient nerve repair payments by 96%-221%, impacting commercial payor coverage
• • Competitive risk: Market acceptance dependent on overcoming surgeon concerns of allograft disease transmission and competing surgical techniques
• • Financial risk: Dependence on six products, with Avance generating ~60% revenue; disruption in Avance sales could materially impact financials

Management Discussion & Analysis

• • Revenue $225.2M, up 20.2% YoY from $187.3M driven by unit volume, price, and product mix changes
• • Gross margin 74.3% vs 75.8% YoY, gross profit $167.4M up 17.9% from $142.0M, impacted by $1.9M one-time FDA BLA costs
• • Sales & marketing best performer: $97.7M (+24.6%), R&D $32.9M (+18.4%), G&A $44.6M (+14.2%)
• • Cash, cash equivalents, restricted cash, and investments $45.5M up $6.0M YoY; $133.3M net proceeds from Jan 2026 equity raise, $69.7M used to repay term loan
• • 2026 outlook positive: new Level 3 nerve procedure code boosts reimbursement 35-40%, expanded insurance coverage to 19.8M lives, FDA approval dependency noted as key risk

What are the latest AXGN SEC filings in 2026?

Axogen, Inc. (AXGN) has filed a 10-K annual report on February 24, 2026, a 10-Q quarterly report on April 28, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did AXGN file its most recent 10-K annual report?

Axogen, Inc. (AXGN) filed its most recent 10-K annual report on February 24, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view AXGN 10-Q quarterly reports?

Axogen, Inc. (AXGN)'s most recent 10-Q quarterly report was filed on April 28, 2026. SignalX displays every AXGN 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has AXGN filed recently?

Axogen, Inc. (AXGN)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find AXGN insider trading activity (Form 4)?

SignalX aggregates every AXGN Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does AXGN file with the SEC?

Axogen, Inc. (AXGN) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AXGN filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Axogen, Inc. (AXGN).

What is AXGN's SEC CIK number?

Axogen, Inc. (AXGN)'s SEC CIK (Central Index Key) number is 805928. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 805928 to look up all AXGN filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find AXGN return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Axogen, Inc. (AXGN) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.