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NEXGEL, INC. Q2 FY26 Results

NXGLQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue3.6939.3%28.1%
Total Income3.6939.3%28.1%
Expenditure6.1971.5%75.8%
PBT-3.61314.9%464.1%
Net Profit-3.64291.4%443.3%
OPM-67.96%31.81pp45.91pp
NPM-98.62%63.63pp75.56pp
EPS-0.40263.6%344.4%
View full financials

NexGel Reports Q2 2026 Financial Results

17 Aug 2026 · 17 Aug, 5:53 pm

Summary

NexGel reported second quarter 2026 revenue of $3.69 million and a net loss of $2.87 million. The loss was impacted by non-recurring items including intangible asset amortization and transaction-related expenses. Supply chain challenges have contributed to a BioNX Surgical backlog of approximately $795,000. The company has launched a new initiative in ocular and aesthetic applications and plans to resolicit shareholder approval for corporate governance proposals.

Key Highlights

  1. 1

    NexGel reported second quarter 2026 revenue totaling $3.69 million.

  2. 2

    The company incurred a net loss of $2.87 million for the second quarter of 2026.

  3. 3

    The reported net loss included non-recurring or non-cash items such as $756,554 of BioNX intangible asset amortization.

  4. 4

    A BioNX Surgical backlog of approximately $795,000 was noted due to supply chain challenges impacting product availability.

  5. 5

    The company launched BioNX Regenerative Eye Health & Aesthetics, a new commercial initiative focused on ocular and aesthetic applications.

  6. 6

    NexGel intends to resolicit shareholder approval for the increase in authorized shares and reverse stock split authority as standalone proposals.

Management Comments

I

Ian Blackman

The second quarter of 2026 was a period of significant transformation and preparation for NexGel. Following the completion of our transaction with Celularity, Inc. in mid-April, the Company focused on transitioning employees, integrating sales representatives and customer relationships, and aligning our marketing, operations, and branding efforts around the newly formed BioNX Surgical division. These initiatives were designed to support commercial growth, strengthen customer engagement, and advance our strategic partnership with Sequence Life Science, Inc. While progress has been made, our rollout initiatives and expansion into the surgical channel have occurred at a slower pace than originally anticipated. While the integration of the acquired businesses and associated revenue ramp have progressed more slowly than originally anticipated, management remains encouraged by opportunities entering the second half of the year. Management believes the hospital channel represents a significant growth opportunity, with the potential to drive increased sales volume while generating higher gross margins than current distribution channels. Management believes the primary reason [for the proxy solicitation not receiving sufficient shareholder support] was an unusually high level of broker non-votes. Because these otherwise routine corporate governance proposals were linked to a proposal to redomicile the Company, brokers were unable to vote uninstructed shares in accordance with management’s recommendations. Based on shareholder feedback and the expected reduction in broker non-votes, management believes both proposals [increase in authorized shares and reverse stock split] are well-positioned for approval.

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