Axogen, Inc. filings document a Nasdaq-listed operating company focused on peripheral nerve repair technologies and related surgical products. Form 8-K reports furnish quarterly and annual operating results, Regulation FD investor presentations, FDA-related disclosures for Avance® (acellular nerve allograft-arwx), and material agreements tied to common stock financing and shelf registration activity.
Proxy materials describe shareholder voting matters, board governance, executive compensation, equity awards, and pay-versus-performance disclosures. The filing record also identifies Axogen’s common stock structure and corporate governance framework, while event reports record officer compensation arrangements, regulatory language for Avance, and other formal updates to the company’s public disclosure record.
Axogen, Inc. common stock is the subject of a Schedule 13G reporting beneficial ownership by Divisadero Street Capital Management, LP, William Zolezzi and Divisadero Street Capital, LLC: 3,983,783 shares each, or 6.8%, with shared voting and dispositive power. Divisadero Street Partners, L.P. and its general partner, Divisadero Street Partners GP, LLC, each report 3,436,008 shares, or 5.9%, also with shared voting and dispositive power.
Axogen, Inc. (AXGN) completed its acquisition of BioCircuit Technologies, Inc. on October 1, 2026, adding NerveTape, described as the first FDA-cleared sutureless device for peripheral nerve repair. BioCircuit develops and commercializes devices for peripheral nerve repair and neuromodulation.
Axogen expects BioCircuit to contribute approximately $6 million to fourth-quarter 2026 revenue and approximately $34 million to 2027 revenue. These expected contributions were not included in Axogen’s most recently issued full-year 2026 guidance of at least 24% revenue growth. Axogen continues to expect gross margin to be at least 73% and to be free cash positive for full-year 2026. BioCircuit also has expertise in biomaterials, precision Nitinol design and manufacturing, and bioelectronics for nerve stimulation and recording. Axogen identifies integration and realization of the acquisition’s anticipated benefits as subject to risks and uncertainties, and cautions that actual results may differ materially from forward-looking statements.
Axogen, Inc. (AXGN) is conducting a primary offering of 4,910,000 shares of common stock at a public offering price of $42.50 per share, for gross proceeds of $208.7 million and estimated net proceeds of about $195.5 million after fees and expenses. Underwriters have a 30‑day option to buy up to 736,500 additional shares. Shares outstanding will increase from 53,656,293 as of June 30, 2026 to 58,566,293 (or 59,302,793 if the option is fully exercised). The company plans to use substantially all net proceeds to fund the $200.0 million cash purchase of BioCircuit Technologies, Inc. and related costs, with any remainder for general corporate purposes; if the acquisition is not completed, all proceeds will be used for general corporate purposes. New investors face immediate dilution, as net tangible book value rises from $4.63 to $7.58 per share versus the $42.50 offering price.
Axogen, Inc. (AXGN) filed an amended current report to add the full Agreement and Plan of Merger for its planned acquisition of BioCircuit Technologies, Inc. and to furnish a corrected investor presentation. The merger agreement, now filed as Exhibit 2.1, sets out the terms of a proposed all-cash transaction of $200 million, subject to customary adjustments. Axogen highlights BioCircuit’s NerveTape platform, which generated approximately $11 million in 2025 revenue and about $24 million in run-rate revenue based on the twelve months ended May 31, 2026, with roughly 80% gross margins and positive EBITDA on a standalone basis. The company states that, if completed, the acquisition is expected to be accretive to revenue growth and adjusted EBITDA margins in year one, while Axogen remains free-cash-flow positive post-transaction. Closing is expected in the fourth quarter of 2026 and remains subject to customary conditions, including conversion of outstanding convertible notes, a required IP license consent, and a spin-out of BioCircuit’s electronic business.
Axogen, Inc. (AXGN) entered into a definitive Agreement and Plan of Merger to acquire BioCircuit Technologies via a cash merger in which BioCircuit will become a wholly owned subsidiary. The base purchase price is $200 million in cash, subject to customary cash, debt, expense and net working capital adjustments, with $1 million withheld at closing for post-closing adjustments and all BioCircuit convertible notes converting to equity before closing.
BioCircuit develops NerveTape and ConformaWrap for peripheral nerve repair and will spin out an unrelated electronics business before closing. Closing is targeted for the fourth quarter of 2026, subject to conditions including an inbound IP license consent, spin-out completion and note conversion; no regulatory approvals are expected. Axogen expects the deal to be accretive to revenue growth, adjusted EBITDA margin and adjusted EPS in the first year after closing while remaining free cash flow positive, although the company discloses integration and execution risks.
To finance the acquisition, Axogen priced an underwritten public offering of 4,910,000 shares of common stock at $42.50 per share, for expected gross proceeds of about $208.7 million, with a 30‑day option for up to 736,500 additional shares. Net proceeds are intended primarily to fund the BioCircuit purchase price and related fees, with any remainder for general corporate purposes; the offering is not conditioned on completion of the acquisition.
Axogen, Inc. (AXGN) director Joseph A. Tyndall reported selling 3,500 shares of common stock on September 2, 2026 in an open-market transaction under a pre-arranged Rule 10b5-1 trading plan. The weighted average sale price was about $49.70 per share, and he now directly holds 10,650 shares of Axogen common stock.
Axogen, Inc. (AXGN) director Joseph A. Tyndall filed a Form 144 notice for a proposed sale of up to 3,500 shares of Axogen common stock. The shares are to be sold through Morgan Stanley Smith Barney LLC, with an indicated aggregate market value of $174,580 on NASDAQ as of September 2, 2026.
The 3,500 shares relate to Axogen common stock acquired on June 19, 2026 via Restricted Stock Units from the issuer. Form 144 is a notice of proposed sale under Rule 144 and does not itself confirm that the sale has occurred.
Axogen, Inc. is the subject of an amended Schedule 13G filing by First Light Asset Management, LLC and Mathew P. Arens. First Light Asset Management may be deemed the beneficial owner of 3,746,380 shares of Axogen common stock, representing 6.97% of the class.
Mathew P. Arens may be deemed the beneficial owner of 4,072,910 shares, or 7.58% of the class, through his control of the Manager, direct ownership of 187,000 shares, and 139,530 shares in a joint account. Most voting and dispositive power is shared through the Manager.
Axogen, Inc. executive Marc A. Began, EVP & General Counsel, exercised 67,500 Employee Stock Options at an exercise price of $8.16 per share on August 10, 2026, receiving an equal number of common shares. On the same date, he sold 67,500 common shares at a weighted average price of $47.345 per share in transactions executed pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. Following the option exercise, 22,500 options from this grant remained outstanding, expiring on March 1, 2033, under a vesting schedule that completes on March 1, 2027.
Axogen, Inc. director Amy McBride exercised an employee stock option for 13,353 shares of common stock at an exercise price of $14.85 per share and on the same date sold 13,353 shares of common stock at a weighted average price of $48.423 per share. The sale was effected under a Rule 10b5-1 trading plan adopted on May 12, 2026. All shares underlying the option had been fully vested since May 14, 2018.