CELUW Celularity Inc

BEARISH Impact: 8/10 8-K
Horizon immediate Filed Apr 21, 2026 Processed 1mo ago SEC 0001493152-26-018220
8-K material event: Items 1.01
Latest settled — T+20d
CELUW ▲ 0.00% at T+20d
SHORT call ✗ call lost 0.00% · α vs SPY +4.92% · entry $0.008700 → $0.008700
Next anchor: T+60d in 5w
Currently $0.008700 · -0.00% from $0.008700 entry (call sign-flipped)
Entry anchored
Apr 17, 01:39 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α +1.02%
$0.008700
settled 7w ago
T+5d
0.00%
call 0.00% · α +1.08%
$0.008700
settled 6w ago
T+20d
0.00%
call 0.00% · α +4.92%
$0.008700
settled 22d ago
T+60d
call — · α —
in 5w

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Executive Summary

Celularity announced the closing of its asset sale and licensing deal with NexGel, receiving $13.3 million in cash and a convertible note. Simultaneously, a convertible note held by Helena was triggered into default due to Celularity's late SEC filing, creating immediate financial pressure. Leadership changes were also announced as part of the strategic realignment.

Key Financial Metrics

Deal Value
$13.3M

Actionable Insight

Monitor whether Celularity cures the Helena note default within the 5-day window. Failure to do so will trigger a significant debt acceleration and potential dilution from conversion. The NexGel deal provides cash but does not resolve the immediate default risk.

Key Facts

  • Closed $13.3 million transaction with NexGel for biomaterials assets: $8.3 million cash and a $5.0 million convertible note.
  • Convertible note held by Helena was triggered into default due to Celularity's late 10-K filing, with a 5-day cure period.
  • The default allows Helena to declare the 'Mandatory Default Amount' of 115% of the $1.97 million note, potentially accelerating repayment.
  • Company announced leadership changes, including the termination of the Senior VP and resignation of the President of Degenerative Diseases.

Financial Impact

The $1.97 million note could balloon to $2.27 million (115%) if the default is not cured. The $13.3 million NexGel deal retires $13 million of debt.

debtliquiditydilution

Risk Factors

  • The Helena note default could lead to immediate repayment of $2.27 million, creating a liquidity crisis.
  • Failure to cure the default could result in a controlling equity stake being transferred to Helena upon conversion of the note.
  • The leadership changes and asset sale signal a significant strategic retreat, raising concerns about the company's core business viability.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001493152-26-018220
Exhibit: ex10-1.htm0001493152-26-018220
Exhibit: ex99-1.htm0001493152-26-018220
Document: form8-k.htm0001493152-26-018220
Document: 0001493152-26-018220-index-headers.html0001493152-26-018220
Document: 0001493152-26-018220-index.html0001493152-26-018220
Document: 0001493152-26-018220.txt0001493152-26-018220
3 reports for CELUW
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Type Now
Jun 3, 2026
6d ago
8-K
NEUTRAL ★ 3/10
$0.008700 $0.008700· 0.00%▲ +2.60%$0.008700 (+0.00%)
May 28, 2026
12d ago
8-K
BEARISH ★ 6/10
$0.008700 $0.008700· 0.00%▲ +0.26%$0.008700 (−0.00%)
Apr 21, 2026
7w ago
8-K
BEARISH ★ 8/10
$0.008700 $0.008700· 0.00%▲ +1.02%$0.008700 (−0.00%)
Showing 3 of 3

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