Key highlights

  • Orthocell (ASX:OCC) shares were priced at $0.52 as at 4:10 pm GMT+11 on 22 October 2026, down 12.50% on the day and down 59.30% over a year.
  • Its 22 October 2026 Quarterly Report showed Revenue of $3.6 million, up 19% on the prior corresponding quarter and down 7% on the June quarter.
  • US Remplir unit sales rose 25% in the quarter and cash was $39.0 million at 30 September 2026.

Orthocell Ltd (ASX:OCC) shares were priced at $0.52 as at 4:10 pm GMT+11 on 22 October 2026, down 12.50% (down $0.075) on the day, and the share performance data shows the stock down 59.30% over a year. Orthocell is a regenerative medicine company. On 22 October 2026, the same date, it released its quarterly report for the quarter ended 30 September 2026.

About Orthocell Ltd: Business overview

Orthocell Limited is a Perth-based regenerative medicine company. Its Remplir product is a collagen membrane used in peripheral nerve repair, sold in the United States, Australia and other markets, and the company reports unit sales, hospital and surgeon adoption and cash use alongside revenue.

September 2026 quarterly report (22 October 2026)

Orthocell reported revenue of $3.6 million for the September quarter, up 19% on the previous corresponding quarter and down 7% on the June quarter, with a compound quarterly growth rate of 8% over the last nine quarters. Global Remplir revenue now accounts for more than 40% of total quarterly revenue.

Cash was $39.0 million at 30 September 2026. Operating cash outflow was $4.5 million, or $3.9 million after adjusting for non-recurring expenditure, and the company said no additional funding is anticipated to support the commercialisation of Remplir, planned Capital Investment and R&D activities.

US commercialisation and clinical use

US Remplir unit sales rose 25% in the quarter to 149 units, with 79 hospitals purchasing the product, up 13%, and 93 surgeons using it, up 22%. Value Analysis Committee approvals increased 25% to 55, with a further 59 applications in progress, the distributor network covers approximately 70% of the US population and the company signed its first US national contract.

The company said Remplir has been used in more than 300 Australian prostatectomy procedures and reported early clinical experience in five patients with advanced prostate cancer.

Related sector context

Healthcare and medical technology companies are influenced by clinical progress, regulatory pathways, reimbursement decisions and commercial uptake. Earnings reports often include unit sales, revenue growth, cash use and guidance, and regulatory interactions such as meetings with the US FDA are announced when material. Small companies in the sector can see share price movements driven by news flow and funding conditions.

Risks to weigh in

Commercial-stage medical companies depend on adoption by hospitals and surgeons, approvals processes such as Value Analysis Committees and reimbursement. Revenue fell 7% on the previous quarter, cash outflows continue until profitability is reached and the statement that no additional funding is anticipated is based on current spending and plans. Share prices can move sharply on results, as the data supplied shows.

Catalysts on watch

December quarter US Remplir sales, which the company said had started with continued growth.

Progress on Value Analysis Committee approvals and the national contract.

Cash use against the expectation of declining quarterly outflows and progress toward profitability.

Wrapping up

Orthocell’s share performance data shows a fall of about 59% over a year and a further decline on the day, while its same-date quarterly report describes rising US unit sales, a cash balance of $39.0 million and revenue that was lower than the previous quarter. Subsequent reports will show how commercialisation progresses.