Jul. 15 at 9:51 AM
$MDWD , this is important:
During the Israel–Hamas war and Iran’s missile strikes, blast injuries surged. Many were treated with NexoBrid, a burn debridement gel that proved highly effective for blast wounds too—speeding stabilization, reducing surgeries, and improving outcomes.
This real-world success led the U.S. military and BARDA to launch a 5-year program with MediWound and Vericel
$VCEL . It includes:
1. A room-temp stable NexoBrid
2. A new blast injury indication
3. Procurement starting 2026
Though called an “auction,” it’s effectively a direct deal, expected to add
$15–20M/year to MDWD revenue. A formal announcement is likely by October.
Biggest upside: global militaries often follow the U.S. lead. While U.S. sales are split, international profits go 100% to MDWD, setting up long-term, high-margin growth worldwide.
