Orthocell Ltd (OCC)

Hi Dave,

For subscribers not familiar with Orthocell (OCC) its an Australian biotechnology company which has boomed over the last 6 months growing its market cap to ~$350mn. The company’s core focus is biological therapies for tendon and ligament tissue repair & regeneration.

OCC as a business is already headed in the right direction, in FY24 Orthocell achieved annual revenue of A$6.76 million, reflecting a 30.8% increase from the previous year. Product sales revenue grew by 55.3% to A$3.01 million, from its regenerative medicine in Australia. A you said OCC is actively pursuing a global expansion strategy to enhance its presence in the regenerative medicine market:

• Remplir: Following successful early sales in Australia, New Zealand, and Singapore, OCC plans to submit regulatory applications in five additional countries during 2025, aiming to capture a significant portion of the global nerve repair market.
• Importantly OCC is preparing for a pivotal U.S. product registration for Remplir with FDA approval anticipated by March or April 2025.
• Striate: The company intends to launch this product for guided bone & tissue regeneration in Austria and Switzerland, further broadening its European footprint.

Importantly, the company also maintains a robust balance sheet, with around $31 million in cash at the end of  2024, and an expected R&D tax incentive refund of over $3 million in the March 2025 quarter.

We like OCC moving forward, great pick!

Another biotech we recently came across that looks interesting, is Actinogen Medical (ACW). We’re not big into BioTech’s,  however this looks to be at an interesting juncture of its evolution with a Demetia/Alzheimer’s treatment.

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Orthocell Ltd (OCC)

LAST UPDATED 19/03/2025 16:35

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Orthocell Ltd (OCC)

LAST UPDATED 19/03/2025 16:35