NexGel, Inc. (NXGL)

NexGel, Inc.'s stock (NXGL) experienced a share price decline of 52.12% over the past year, with high weekly volatility. In Q3 2025, revenue remained flat year-over-year at $2.9 million, while the gross profit margin improved to 42.4%. The company spun off its Drug Delivery Program into NexGelRx, which received an investment from Eric Gruntfest. Q2 2025 saw strong revenue and gross margin growth. NexGel expanded its agreement with STADA for new product launches. Insider trading activity showed a net sale of shares over the past three and twelve months.

NexGel, Inc. anticipates seasonal improvements in consumer product sales during the third and fourth quarters, leading into the holiday seasons. Q4 2025 revenue guidance reflects expectations for a strong consumer branded products holiday season. While Q3 2025 consumer products revenue remained stable, logistical delays pushed new product launches to late September, with a strong fourth quarter anticipated. Growth in Q2 2025 was driven by consumer demand and new contract manufacturing agreements.

NexGel, Inc. is a biotechnology company specializing in advanced hydrogels for healthcare, medical devices, cosmetics, and consumer wellness, operating as a CDMO and branded consumer products company. The company operates within the Health Care sector, focusing on medical/dental instruments and other health care industries, with a presence in biotechnology and medical devices, particularly in wound care, pain management, and drug delivery systems. NexGel leverages its proprietary electron-beam cross-linked hydrogel technology to create ultra-gentle, high-water-content patches and skincare products. Major products include branded consumer products like MedaGel, LumaGel Beauty, SilverSeal, Hexagels, Turfguard, Kenkoderm, and Silly George, as well as contract manufacturing of custom-engineered hydrogel patches for global corporations.

NexGel, Inc. is headquartered in Langhorne, Pennsylvania, which houses its FDA-registered, cGMP facility for hydrogel sheet manufacturing. The company also has a 50%-owned joint venture, CG Converting and Packaging, LLC, in Granbury, Texas, for final product converting, packaging, and fulfillment. NexGel's market reach extends globally through contract manufacturing and is expanding its branded products into markets like North America through partnerships such as the one with STADA.

NexGel, Inc. has received positive mentions in financial news and its Kenkoderm brand has a strong reputation in sensitive skin care. The partnership with STADA enhances NexGel's standing. The integration of NexGel's hydrogels into iRhythm's Zio heart monitor positively impacts its reputation. No significant negative events impacting NexGel's brand reputation were found in the past year.

NexGel, Inc. has a typical ownership structure with the majority of shares held by the general public, along with significant stakes from company insiders and institutional funds. There are 28 institutional owners holding 619,043 shares, including Vanguard Group Inc. and Morgan Stanley, representing approximately 2.21% of NexGel's stock. Key individual and insider owners include Adam R. Levy (CEO), Steven Mark Glassman, John Nachum Stein, Scott Robert Henry, and Jerome B. Zeldis, maintaining a strong stake in the company.