Last mentioned: Mar 22, 2026
DAFNA Capital Management reduced its position in Axogen by approximately $6.5 million during the fourth quarter of 2025, a move that follows a significant 71% surge in the company's stock price. Despite the trim, Axogen remains a significant holding for the fund as the company continues to see 20% revenue growth driven by its peripheral nerve repair portfolio.
DAFNA Capital Management reduced its position in Axogen by approximately $6.5 million during the fourth quarter of 2025, following a period of significant outperformance. Despite the trim, Axogen remains a core holding for the fund as the medical device maker continues to capitalize on its 20% revenue growth and dominant position in the peripheral nerve repair market.
A diverse group of mid-to-large cap companies across mining, energy, and healthcare reported stronger-than-expected quarterly results, signaling robust operational efficiency. IAMGOLD and EQT Corporation headlined the session with significant revenue outperformance, reflecting strength in commodity and energy markets.
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