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MedTech Long '24: Regenerative Med
6 tickers · $4.40B total market cap
Group: MedTech Long
The thesis for MedTech '24: Regenerative Med is bullish, as these companies are positioned to benefit from advancements in regenerative medicine that promise to transform traditional treatment paradigms. The focus is on innovation in tissue regeneration, wound care, and orthobiologics, which are gaining traction due to demographic trends and increasing demand for minimally invasive treatments. Additionally, favorable regulatory support and technological advancements are expected to drive growth in this sector.
MedTech Long '24: Regenerative Med tracks 6 publicly listed stocks in this theme: ATEC, MDWD, MDXG, RCEL, TCMD, VCEL. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Vericel CorporationVCEL | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -3.80% | -9.03% | 3.08% | 3.08% | $1.76B | 16.6667 |
Alphatec Holdings, Inc.ATEC | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 0.57% | -32.33% | -26.98% | 17.60% | $1.26B | 16.6667 |
Tactile Systems Technology, Inc.TCMD | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 0.71% | 5.07% | -20.60% | 0.87% | $547.2M | 16.6667 |
MiMedx Group, Inc.MDXG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -7.39% | -1.18% | -36.81% | 8.33% | $542.2M | 16.6667 |
MediWound Ltd.MDWD | 03/05/2026 (BMO) | 05/27/2026 (BMO) | -3.24% | — | -2.03% | — | $181.2M | 16.6667 |
AVITA Medical, Inc.RCEL | 05/14/2026 (AMC) | 05/14/2026 (AMC) | 11.83% | 7.04% | 4.81% | -8.00% | $104.2M | 16.6667 |
| Average | -0.22% | -6.09% | -13.09% | 4.38% | $733.4M | 16.6667 | ||
| Median | -1.33% | -1.18% | -11.31% | 3.08% | $544.7M | 16.6667 | ||
| Std Dev | 6.05% | 14.27% | 15.90% | 8.46% | $593.1M | 0.0% | ||
| Min | -7.39% | -32.33% | -36.81% | -8.00% | $104.2M | 16.6667 | ||
| Max | 11.83% | 7.04% | 4.81% | 17.60% | $1.76B | 16.6667 | ||
| % Positive Tickers | 50.00% | 40.00% | 33.33% | 80.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.