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NXGL Positive Sentiment Score: 80/100

NEXGEL Reports Second Quarter 2023 Record Revenue of $1.17 Million, an Increase of 108% Year-Over-Year LANGHORNE, Pa.

Key Takeaway: NEXGEL, Inc. reported a record revenue of $1.17 million for Q2 2023, marking a significant 108% year-over-year increase. This growth was primarily driven by a 174% surge in contract manufacturing sales and a 44% increase in branded products. Despite strategic investments aimed at enhancing capacity and meeting future demand, the company noted a decline in gross profit margin. Additionally, while NEXGEL's net loss improved compared to the same period last year, operating expenses saw an increase due to rising costs.

Market Sentiment Analysis

POSITIVE FACTORS

  • Record second quarter revenue of $1.17 million, a 108% increase year-over-year.
  • Significant growth in contract manufacturing revenue by 174% year-over-year.
  • Strategic investments in inventory and capital expenditures to meet future demand.
  • Continued growth in branded product sales, increasing 44% year-over-year.

CONCERNS & RISKS

  • Gross profit margin decreased from 18% to 15% compared to the previous year.
  • Operating expenses increased due to rising compensation, benefits, and marketing costs.
  • The company reported a net loss of $687 thousand for the quarter, although improved from the previous year.

Full Press Release Details

Reports Second Quarter 2023 Record Revenue of
$1.17 Million, an Increase of 108% Year-Over-Year
Pa. - August 14, 2023 - NEXGEL, Inc. ("NEXGEL" or the "Company") (NASDAQ: "NXGL"),
a leading provider of ultra-gentle, high-water-content hydrogel products for healthcare and consumer applications, today announced financial
results for the second quarter ended June 30, 2023.
Levy, NEXGEL's Chief Executive Officer, commented, "Record second quarter revenue of $1.17 million, an increase of 108% year-over-year,
exceeded our projections. Our contract manufacturing line of business increased 174% year-over-year, predominately due to the full quarter
contribution of our joint venture with C.G. Laboratories as well as increased demand from our existing contract customers. New and existing
direct-to-consumer branded products also continued to sell through well during the quarter, increasing 44% year-over-year."
Levy continued, "During the second quarter, we strategically invested in inventory and capital expenditure to improve equipment
and increase capacity in anticipation of demand we expect during the second half of this year and beyond. Thus far the branded products
sequential growth trend we saw in the first half of the year has continued into the current third quarter. Taking into account the investments
we made during the quarter, we continue to have a sufficient runway of cash to operate and invest in accelerating our growth going forward."
Operational Highlights to Date
Announced a new strategic relationship with Enigma Health, a new joint venture company, for retail distribution and marketing services in North America.
Acquired a 50% interest in a newly formed joint venture ("JV"), CG Converting and Packaging, LLC, with C.G. Laboratories Inc. ("CG Labs") for its converting and packaging business.
Executed a supply agreement with a large new customer relating to a new consumer product.
Launched advertising and marketing initiative, which has increased branded product sales.
Quarter 2023 Financial Highlights
the second quarter of 2023, revenue totaled $1.17 million, an increase of $606 thousand or 108%, as compared to $561 thousand for the
same period the year prior. The quarterly increase in overall revenues was primarily due to sales growth in contract manufacturing of
174% and branded products of 44% year-over-year. Revenue for the quarter included a full quarter contribution from the newly formed joint
venture with C.G. Laboratories.
profit for the second quarter of 2023 was $175 thousand, compared to a gross profit of $101 thousand for the same prior year period.
Gross profit margin for the second quarter of 2023 was 15% as compared to 18% for the same period the year prior. The increase in gross
profit was mainly due to the higher volume of contract manufacturing sales against fixed costs partially offset by higher manufacturing
labor costs and increased manufacturing of promotional materials and customer product samples to support new product line growth.
operating expenses, including R&D and SG&A expenses, increased to $937 thousand for the three months ended June 30, 2023, compared
to $819 thousand for the prior year period. The year-over-year increase was attributable to an increase in compensation and benefits
and professional fees. Advertising, marketing, and Amazon fees also increased period-over-period to support new product line growth.
loss for the quarter ended June 30, 2023, improved to $687 thousand or $0.13 per basic and diluted share, compared to net loss of $1
million or $0.19 per basic and diluted share for the same period in 2022.
of March 31, 2023, NEXGEL had approximately $4.3 million of cash and cash equivalents and marketable securities. During the quarter the
Company invested in inventory and capital expenditures for new equipment and increase in capacity at its manufacturing facility in anticipation
of increased demand in contract manufacturing during the second half of 2023.
of June 30, 2023, NEXGEL had 5,696,064 shares of common stock outstanding.
Second Quarter 2023 Financial Results Conference Call
will host a conference call and webcast today at 4:30 p.m. Eastern Time to discuss its operational and financial results for the second
Call: +1-877-300-8521 (U.S. Toll Free) or +1-412-317-6026 (International)
interested individuals unable to join the conference call, a replay will be available through August 28, 2023, at +1-844-512-2921 (U.S.
Toll Free) or +1-412-317-6671 (International). Participants must use the following code to access the replay of the call: 10181557. An
archived version of the webcast will also be available on NEXGEL's Investor Relations site: https://ir.nexgel.com/.
NEXGEL is a leading provider of ultra-gentle, high-water-content hydrogels for healthcare and consumer applications. Based in Langhorne,
Pa., the Company has developed and manufactured electron-beam, cross-linked hydrogels for over two decades. NEXGEL has formulated more
than 200 different combinations to bring natural ingredients to gentle skin patches that can be worn for long periods of time with little
press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended,
and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act") (which Sections were adopted as part
of the Private Securities Litigation Reform Act of 1995). Statements preceded by, followed by or that otherwise include the words "believe,"
"anticipate," "estimate," "expect," "intend," "plan," "project,"
"prospects," "outlook," and similar words or expressions, or future or conditional verbs, such as "will,"
"should," "would," "may," and "could," are generally forward-looking in nature and not
historical facts. These forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the
Company's actual results, performance, or achievements to be materially different from any anticipated results, performance, or
achievements for many reasons. The Company disclaims any intention to, and undertakes no obligation to, revise any forward-looking statements,
whether as a result of new information, a future event, or otherwise. For additional risks and uncertainties that could impact the Company's
forward-looking statements, please see the Company's Annual Report on Form 10-K for the year ended December 31, 2022, including
but not limited to the discussion under "Risk Factors" therein, which the Company filed with the SEC and which may be viewed
Pinto, Managing Director
Strategic Communications
Director of Consumer Products
CONSOLIDATED BALANCE SHEETS
OF JUNE 30, 2023 AND DECEMBER 31, 2022
thousands, except share and per share data)
June 30, 2023 December 31, 2022
ASSETS:
Current Assets:
Cash $ 3,691 $ 1,101
Marketable securities 612 5,508
Accounts receivable, net 950 222
Inventory 1,079 502
Prepaid expenses and other current assets 366 172
Total current assets 6,698 7,505
Goodwill 311 311
Intangibles, net 13 20
Property and equipment, net 1,413 721
Operating lease - right of use asset 1,967 1,737
Other assets 95 63
Total assets $ 10,497 $ 10,357
LIABILITIES AND STOCKHOLDERS' EQUITY
Current Liabilities:
Accounts payable $ 1,058 $ 265
Accrued expenses and other current liabilities 202 130
Current portion of note payable 15 15
Warrant liability 165 242
Operating lease liability, current portion 232 207
Total current liabilities 1,672 859
Operating lease liability, net of current portion 1,819 1,593
Notes payable, net of current portion 265 268
Total liabilities 3,756 2,720
Commitments and Contingencies (Note 15)
STOCKHOLDERS' EQUITY
Preferred stock, par value $0.001 per share, 5,000,000 shares authorized, no shares issued and outstanding - -
Common stock, par value $0.001 per share, 25,000,000 shares authorized; 5,696,064 and 5,577,916 shares issued and outstanding as of June 30, 2023 and December 31, 2022, respectively 6 6
Additional paid-in capital 19,242 19,189
Accumulated deficit (13,067 ) (11,558 )
Total NexGel stockholders' equity 6,181 7,637
Non-controlling interest in joint venture 560 -
Total stockholders' equity 6,741 7,637
Total liabilities and stockholders' equity $ 10,497 $ 10,357
CONSOLIDATED STATEMENTS OF OPERATIONS
THE THREE AND SIX MONTHS ENDED JUNE 30, 2023 AND 2022
thousands, except share and per share data)
Three Months Ended Six Months Ended
June 30, June 30,
2023 2022 2023 2022
Revenues, net $ 1,167 $ 561 $ 1,786 $ 956
Cost of revenues 992 460 1,669 884
Gross profit 175 101 117 72
Operating expenses
Research and development 55 111 84 135
Selling, general and administrative 882 708 1,679 1,467
Total operating expenses 937 819 1,763 1,602
Loss from operations (762 ) (718 ) (1,646 ) (1,530 )
Other income (expense)
Interest expense (9 ) (348 ) (10 ) (1,092 )
Interest income 2 - 2 -
Loss on debt extinguishment - - - (150 )
Other income - 2 4 2
Gain on investments 116 - 124 -
Changes in fair value of warrant liability 11 29 77 (101 )
Total other income (expense), net 120 (317 ) 197 (1,341 )
Loss before income taxes (642 ) (1,035 ) (1,449 ) (2,871 )
Income tax expense - - - -
Net loss $ (642 ) $ (1,035 ) (1,449 ) (2,871 )
Less: Income attributable to non-controlling interest in joint venture 53 - 60 -
Net loss attributable to NexGel stockholders (695 ) (1,035 ) (1,509 ) (2,871 )
Net loss per common share - basic $ (0.12 ) $ (0.19 ) (0.27 ) (0.52 )
Net loss per common share - diluted $ (0.12 ) $ (0.19 ) (0.27 ) (0.52 )
Weighted average shares used in computing net loss per common share - basic 5,662,338 5,572,234 5,624,275 5,572,234
Weighted average shares used in computing net loss per common share - diluted 5,662,338 5,572,234 5,624,275 5,572,234
CONSOLIDATED STATEMENTS OF CASH FLOWS
THE SIX MONTHS ENDED JUNE 30, 2023 AND 2022
Six Months Ended June 30,
2023 2022
Operating Activities
Net loss $ (1,509 ) $ (2,871 )
Adjustments to reconcile net loss to net cash used in operating activities:
Income attributable to non-controlling interest in joint venture 60 -
Depreciation and amortization 68 57
Changes in ROU asset and operating lease liability 21 19
Share-based compensation and restricted stock vesting 53 134
Gain on investment in marketable securities 124 -
Changes in fair value of warrant liability and warrant modification (77 ) 101
Amortization of deferred financing costs - 1,086
Loss on extinguishment of debt - 150
Changes in operating assets and liabilities:
Accounts receivable (728 ) (91 )
Inventory (577 ) (90 )
Prepaid expenses and other assets (226 ) (286 )
Accounts payable 793 268
Accrued expenses and other current liabilities 72 28
Net Cash Used in Operating Activities (1,926 ) (1,495 )
Investing Activities
Proceeds from sales of marketable securities 4,772 -
Investment in marketable securities - (5,371 )
Capital expenditures (253 ) (31 )
Net Cash Provided by Investing Activities 4,519 (5,402 )
Financing Activities
Principle payments of notes payable (3 ) (2,033 )
Net Cash Used in Financing Activities (3 ) (2,033 )
Net Decrease in Cash 2,590 (8,930 )
Cash - Beginning of period 1,101 13,350
Cash - End of period $ 3,691 $ 4,420
Supplemental Disclosure of Cash Flows Information
Cash paid during the year for:
Interest $ - $ -
Taxes $ - $ -
Supplemental Non-cash Investing and Financing activities
Property and equipment contributed as capital investment to JV $ 500 $ -
ROU asset and operating lease liabilities recognized upon consolidation of JV $ 334 $ -

Frequently Asked Questions

What was NEXGEL's revenue in Q2 2023?

NEXGEL reported a revenue of $1.17 million in Q2 2023.

How much did contract manufacturing sales grow?

Contract manufacturing sales increased by 174% year-over-year.

What is NEXGEL's gross profit margin for Q2 2023?

The gross profit margin for Q2 2023 was 15%.

Did NEXGEL's losses decrease or increase in Q2 2023?

NEXGEL's losses improved, decreasing to $687 thousand in Q2 2023.

What notable joint venture did NEXGEL establish?

NEXGEL established a joint venture with C.G. Laboratories for packaging.

Last updated: Aug 14, 2023