Tag: Vericel

2Q20

talbott July 7, 2020 4 Comments
This is my first letter. I'm starting to write letters because I do not give nearly enough attention to portfolio management. This is my investing “journal” that will help me progress on that.   I am very pleased with 2Q20 as the 30%+ drop in equities during February and March presented some incredible opportunities to buy some new names, add to current holdings, and trade around a bit. My...

Vericel Corporation (NASDAQ: VCEL)

talbott December 23, 2019 3 Comments
Vericel is a leading producer of autologous cell therapies with two unique FDA-approved products: MACI for cartilage defects in the knee and Epicel for severe body burns. The company has also signed an exclusive license and supply agreement for NexoBrid, a registration-stage product for the debridement of severe burns with an expected commercial launch in early 2021. Background: Aastrom...