NZS Capital Added Axogen (axgn) as an Optionality Position

In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted stocks like Axogen, Inc. (NASDAQ:AXGN). Axogen, Inc. (NASDAQ:AXGN) is a biotechnology and medical services company that develops and commercializes technologies for peripheral nerve regeneration and rep

In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted stocks like Axogen, Inc. (NASDAQ:AXGN).

Axogen, Inc. (NASDAQ:AXGN) is a biotechnology and medical services company that develops and commercializes technologies for peripheral nerve regeneration and repair

On July 20, 2026, Axogen, Inc. (NASDAQ:AXGN) closed at $39.48 per share. One-month return of Axogen, Inc. (NASDAQ:AXGN) was -11.66%, and its shares gained 214.83% over the past 52 weeks. Axogen, Inc. (NASDAQ:AXGN) has a market capitalization of $2.1 billion.

NZS Growth Equity Strategy stated the following regarding Axogen, Inc. (NASDAQ:AXGN) in its Q2 2026 investor update: “New additions to the portfolio were optionality positions in Axogen, Inc. (NASDAQ:AXGN). Axogen provides nerve grafts used for peripheral nerve repair. Following BLA approval of their Avance nerve allograft and related positive momentum in insurance coverage, we think Axogen is highly asymmetric to a future where nerve repair becomes standard-of-care, including for patients undergoing a mastectomy or prostatectomy (PSA to look into Axogen’s tech if you or someone you know could benefit).

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