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XTNT US Equity

Xtant Medical Holdings, Inc.Health Care · Surgical & Medical Instruments & Apparatus · CIK 1453593 · FY ends Dec 31
$0.33
-0.00 (-0.42%)
USD · as of 2026-08-19 · marketstack

XTNT · 10-K · period ended 2025-12-31

← all XTNT documents
filed 2026-03-31 · EDGAR original ↗

Our rendering of the filing — original pagination and typography are not reproduced, and tables are reduced to their short label cells (the figures live on FA). Nothing is summarized: every line below is the filing's own text.

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UNITED

STATES

SECURITIES

AND EXCHANGE COMMISSION

Washington,

D.C. 20549

FORM

10-K

(Mark

One)

☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For

the fiscal year ended December 31, 2025

or

☐TRANSITION

REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For

the transition period from ________________ to __________________

Commission

file number 001-34951

XTANT

MEDICAL HOLDINGS, INC.

(Exact

name of registrant as specified in its charter)

(Address of principal executive offices) (Zip Code)

(406)388-0480

(Registrant’s telephone number, including area code)

Securities

registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common stock, par value $0.000001 per share XTNT NYSE American LLC

Securities

registered pursuant to Section 12(g) of the Act:

None

Indicate

by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. YES ☐ NO

Indicate

by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. YES ☐ NO

Indicate

by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange

Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)

has been subject to such filing requirements for the past 90 days. YES ☒ NO ☐

Indicate

by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule

405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant

was required to submit such files). YES ☒ NO ☐

Indicate

by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting

company, or an emerging growth company. See definitions of “large accelerated filer,” “accelerated filer,” “smaller

reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act.

If

an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying

with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Indicate

by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness

of its internal control over financial reporting under Section 404(b) of the Sarbanes-Oxley Act (15 U.S.C. 7262(b)) by the registered

public accounting firm that prepared or issued its audit report. ☐

If

securities are registered pursuant to Section 12(b) of the Act, indicate by check mark whether the financial statements of the registrant

included in the filing reflect the correction of an error to previously issued financial statements. ☐

Indicate

by check mark whether any of those error corrections are restatements that required a recovery analysis of incentive-based compensation

received by any of the registrant’s executive officers during the relevant recovery period pursuant to §240.10D-1(b). ☐

Indicate

by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). YES ☐ NO ☒

The

aggregate market value of the common stock held by non-affiliates as of June 30, 2025 was $45.0 million (based on the closing price of

the Company’s common stock on the last business day of the Company’s most recently completed second fiscal quarter, as reported

on the NYSE American).

The

number of shares of the Company’s common stock, $0.000001par value, outstanding as of March 25, 2026 was 140,068,260.

DOCUMENTS

INCORPORATED BY REFERENCE

None.

TABLE

OF CONTENTS

CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS 2

PART I 3

Item 1. Business 3

Item 1 A. Risk Factors 16

Item 1 B. Unresolved Staff Comments 43

Item 1 C. Cybersecurity 43

Item 2. Properties 44

Item 3. Legal Proceedings 44

Item 4. Mine Safety Disclosures 44

Item 6. Reserved 45

Item 7A. Quantitative and Qualitative Disclosures About Market Risk 52

Item 8. Financial Statements and Supplementary Data 52

Item 9A. Controls and Procedures 76

Item 9B. Other Information 76

Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 76

PART III 77

Item 10. Directors, Executive Officers and Corporate Governance 77

Item 11. Executive Compensation 83

Item 14. Principal Accountant Fees and Services 97

Item 15. Exhibit and Financial Statement Schedules 98

This

Annual Report on Form 10-K contains certain 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 (“Exchange Act”), and are subject to the safe

harbor created by those sections. For more information, see “Cautionary Statement Regarding Forward-Looking Statements.”

As

used in this report, the terms “we,” “us,” “our,” “Xtant,” “Xtant Medical,”

and the “Company” mean Xtant Medical Holdings, Inc. and our consolidated wholly owned subsidiaries, unless the context indicates

another meaning.

We

own various unregistered trademarks and service marks, including our corporate logo. Solely for convenience, the trademarks and trade

names in this report are referred to without the ® and TM symbols, but such references should not be construed as any indicator

that the owner of such trademarks and trade names will not assert, to the fullest extent under applicable law, their rights thereto.

We do not intend the use or display of other companies’ trademarks and trade names to imply a relationship with, or endorsement

or sponsorship of us by, any other companies. We include our website address throughout this report for reference only.

The

information contained on or connected to our website is not incorporated by reference into this report.

We

are a “smaller reporting company” as that term is defined in Rule 12b-2 promulgated under the Exchange Act. Accordingly,

this report reflects the scaled reporting requirements of smaller reporting companies as set forth in Regulation S-K, promulgated under

the Exchange Act.

CAUTIONARY

STATEMENT REGARDING FORWARD-LOOKING STATEMENTS

The

statements contained in this Annual Report on Form 10-K that are not purely historical are forward-looking statements within the meaning

of the Private Securities Litigation Reform Act of 1995. Our forward-looking statements include, but are not limited to, statements regarding

our “expectations,” “hopes,” “beliefs,” “intentions,” or “strategies” regarding

the future. In addition, any statements that refer to projections, forecasts, or other characterizations of future events or circumstances,

including any underlying assumptions, are forward-looking statements. The words “anticipate,” “believe,” “continue,”

“could,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,”

“possible,” “potential,” “predict,” “project,” “should” and “would,”

as well as similar expressions, may identify forward-looking statements, but the absence of these words does not mean that a statement

is not forward looking.

A

forward-looking statement is neither a prediction nor a guarantee of future events or circumstances and those future events or circumstances

may not occur. You should not place undue reliance on forward-looking statements, which speak only as of the date of this Form 10-K.

The forward-looking statements contained in this Form 10-K are based on currently available operating, financial and competitive information

and our current expectations and beliefs concerning future developments and their potential effects on us. These forward-looking statements

involve a number of risks, uncertainties, or assumptions, many of which are beyond our control, which may cause actual results or performance

to be materially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include,

but are not limited to, those factors described in the “Part I. Item 1.A. Risk Factors” section of this Form 10-K.

Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, actual results may

vary in material respects from those projected in these forward-looking statements. We are including this cautionary statement to make

applicable and take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 for forward-looking

statements. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future

events, or otherwise, except as may be required under applicable securities laws.

PART

I

Item 1.Business

Overview

Xtant

Medical Holdings, Inc. is a global medical technology company focused on the design, development, and commercialization of a comprehensive

portfolio of orthobiologics and spinal implant fixation systems to facilitate spinal fusion in complex spine, deformity, and degenerative

procedures. Our products are used by orthopedic spine surgeons and neurosurgeons to treat a variety of spinal disorders in the cervical,

thoracolumbar, and interbody spine. In addition, Xtant’s biologics are utilized in trauma, foot and ankle, sports medicine, total

joint, along with several surgical repair and wound care applications.

We

promote our products in the United States through independent distributors and stocking agents, supported by direct employees. We have

an extensive sales channel of independent commissioned agents and stocking distributors in the United States representing some or all

of our products. We also maintain a national accounts program to enable our agents to gain access to integrated delivery network (“IDN”)

hospitals and through group purchasing organizations (“GPOs”). We have biologics contracts with major GPOs, as well as extensive

access to IDNs across the United States for both biologics and spine hardware systems. While our focus is the United States market, we

promote and sell our products internationally through stocking distribution partners in Europe, Canada,

Mexico, South America, and certain Pacific region countries. We have recently made and intend to continue to make measured and targeted

investments in the expansion of our commercial team to support our new products and maximize the reach of our broad portfolio of orthobiologics

solutions.

We

have focused and intend to continue to focus primarily on four key growth initiatives: (1) introduce new products, including our

recently launched nanOss StrataTM, an advanced synthetic bone graft designed to closely resemble natural bone;

CollagenXTM, a bovine collagen particulate product for surgical wound closure; OsteoFactor ProTM, an allogenic

growth factor solution; and TriviumTM, a next-generation demineralized bone matrix, in addition to our introductions in 2024:

Cortera® Posterior Fixation System, viable bone matrix; OsteoVive®

Plus, and amniotic membrane allografts, SimpliGraftTM and SimpliMaxTM;

(2) expand our distribution network; (3) penetrate adjacent markets; and (4) leverage our growth platform with technology and

strategic acquisitions. While the intent of these four key growth initiatives is to increase our future revenues, no assurance can

be provided that we will be successful in implementing these growth initiatives or increasing our future revenues.

Since

one of our key growth initiatives is to leverage our growth platform with technology and strategic acquisitions and explore other strategic

transactions with respect to our products and our company, including licenses, business collaborations and other business combinations

or transactions with other companies, we, as a matter of course, often engage in discussions with third parties regarding such matters.

As discussed in more detail elsewhere in this report, we recognized $18.7 million in license revenue in 2025 that

likely will not repeat in 2026 due primarily to changes in the reimbursement environment for our SimpliMaxTM product effective January

1, 2026 and which changes also will adversely affect a portion of our product revenue in 2026. The loss of this license and product revenue

will have an adverse impact on our 2026 revenues and other operating results, including in particular, our gross margins.

Sale

of Coflex/CoFix Assets and International Hardware Business

On

December 1, 2025, we completed the sale of certain assets relating to our Coflex and CoFix products (the “Coflex/CoFix

Divestiture”) to Companion Spine, LLC and one of its affiliates, Companion Spine SAS (collectively, “Companion

Spine”), pursuant to an Asset Purchase Agreement dated July 7, 2025 (the “Coflex/CoFix Agreement”). The total

purchase price of the Coflex/CoFix Divestiture was $17.5 million (subject to a closing inventory valuation adjustment set forth in

the Coflex/CoFix Agreement). Of the total purchase price, an aggregate of $7.5 million was paid to us in cash as non-refundable

deposits during third and fourth quarters of 2025, $1.8 million was paid to us in cash at the closing, and $8.2 million was paid to

us as an unsecured promissory note issued by Companion Spine to us at the closing (the “Companion Spine Note”). Pursuant

to subsequent amendments to the Coflex/CoFix Agreement, the maturity date of the Companion Spine Note was extended to January 31,

2026. The outstanding principal balance of the Companion Spine Note, together with the related accrued interest, totaling $8.5

million, was paid to us on February 27, 2026.

Also,

on December 1, 2025, we completed the sale of all of our shares of equity securities of Paradigm Spine GmbH, one of our then wholly owned

subsidiaries engaged in the operation of our hardware business outside of the United States (“Paradigm”), which constituted

100% of the issued and outstanding shares of equity securities of Paradigm (the “Paradigm Divestiture” and together with

the Coflex/CoFix Divestiture, the “Divestitures”), to Companion Spine SAS pursuant to an Equity Purchase Agreement dated

July 7, 2025 between us, Paradigm and Companion Spine (the “Paradigm Agreement” and together with the Coflex/CoFix Agreement,

the “Divestiture Agreements”). The total purchase price of the Paradigm Divestiture was $3.9 million (the “Paradigm

Purchase Price”), $1.7 million of which was paid to us in cash at the closing of the Paradigm Divestiture and $2.2 million of which

was paid to us on February 27, 2026 in settlement of the net working capital and other purchase price adjustments.

The

aggregate purchase price associated with the two Divestitures was $21.4 million.

Industry

and Market Overview

The

orthopedic biomaterials market includes organic, inorganic, and synthetic materials designed for implantation or application in or near

bone to support healing and structural restoration. These materials are used to facilitate bone growth, augment areas with insufficient

bone tissue, and provide structural support during the repair process. Orthopedic biomaterials are commonly used as alternatives to autograft

tissue, reducing the need for harvesting bone from a secondary site in the patient.

Fixation

is often instrumental in allowing the body to heal and regenerate tissue. Fixation provides the constructive support necessary for reestablishing

stability, by immobilizing the regenerative site, and relieving stress. Fixation also can help hold the biomaterial in place in order

to achieve a better outcome. Examples of fixation products can include, but are not limited to, plates, screws, pins, rods, spacers,

and staples. Fixation products may be made from various metals and polymer materials.

Our

Orthobiologics Products

Our

primary biomaterial products are described below, and along with other allografts, are used across a range of orthopedic and clinical

applications.

We

also process and distribute sports allografts prepared for soft-tissue reconstruction applications, milled spinal allografts composed

of cortical bone shaped to defined specifications, and traditional allografts used across multiple clinical specialties, including orthopedics,

neurology, podiatry, oral and maxillofacial care, genitourinary care, chronic wound care, surgical repair, plastic and reconstructive

medicine.

Our

Spinal Implant Products

We

offer a comprehensive line of products that are used to treat a variety of spinal and sacroiliac conditions, including trauma, degeneration,

deformity and tumor, including use of minimally invasive surgery techniques. Some of our key spinal implant product lines include:

Cervical

Products

Thoracolumbar

Products

Sacroiliac

Joint Products

Interbody

Products

Sales

and Marketing

We

distribute our products in the United States through an extensive distribution network of commissioned independent sales agents and stocking

agents. As of December 31, 2025, we had over 670 independent sales agents and stocking agents. We also maintain a national accounts program

to enable our agents to gain access to IDN hospitals and through GPOs. We have biologics contracts with major GPOs, including Vizient,

Premier, and HealthTrust Purchasing Group, as well as extensive access to IDNs across the United States for both biologics and spine

hardware systems.

Our

international footprint includes distribution partners in Europe, Canada, Mexico, South America, and certain

Pacific region countries.

Donor

Procurement

Our

mission with respect to donor procurement is: “Honoring the gift of donation, by helping our patients live as full, and complete

a life as possible.”

In

furtherance of our mission, we have agreements with multiple recovery agencies, and we continue to explore options to expand our network

for access to donor tissue in anticipation of increased demand for our biologics products.

Competition

There

are various public and private organizations that offer both orthobiologics and fixation products to their customers, including our primary

competitors Medtronic plc, Johnson and Johnson, Bioventus Inc., Globus Medical, Inc., OrthoFix Medical Inc., Alphatec Holdings, Inc.,

Highridge Inc., SI-Bone Inc., as well as dozens of privately-owned companies. We also compete with tissue banks that do not offer spinal

fixation products, such as AlloSource International, Inc., LifeNet Health, and MTF Biologics.

Intellectual

Property

We

rely upon patents, trademarks, trade secrets and other proprietary rights to maintain and improve our competitive position. We review

third-party proprietary rights, including patents and patent applications, as available, to develop an effective intellectual property

strategy, avoid infringement of third-party proprietary rights, identify licensing opportunities and monitor the intellectual property

owned by others.

We

protect our proprietary rights through a variety of methods. As a condition of employment, we generally require employees to execute

an agreement relating to the confidential nature of and company ownership of proprietary information and assigning intellectual property

rights to us. We generally require confidentiality agreements with vendors, consultants, and others who may have access to proprietary

information. We generally limit access to our facilities and review the release of company information in advance of public disclosure.

There can be no assurances, however, that confidentiality agreements with employees, vendors, and consultants will not be breached, adequate

remedies for any breach would be available, or competitors will not discover or independently develop our trade secrets. Litigation also

may be necessary to protect trade secrets or techniques we own.

Patents

Although

we believe that, in the aggregate, our patents are valuable, and patent protection is beneficial to our business and competitive positioning,

our patent protection will not necessarily deter or prevent competitors from attempting to develop similar products. There can be no

assurances that our patents will provide competitive advantages for our products or that competitors will not challenge or circumvent

these rights. In addition, there can be no assurances that the United States Patent and Trademark Office (“USPTO”) or foreign

patent offices will issue any of our pending patent applications. The USPTO and foreign patent offices may deny or require a significant

narrowing of the claims in our pending patent applications and the patents issuing from such applications. Any patents issuing from the

pending patent applications may not provide us with significant commercial protection. We could incur substantial costs in proceedings

before the USPTO or foreign patent offices, including opposition and other post-grant proceedings. These proceedings could result in

adverse decisions as to the patentability, priority of our inventions, and the narrowing or invalidation of claims in issued patents.

Additionally, the laws of some of the countries in which our products are or may be sold may not protect our intellectual property to

the same extent as the laws in the United States or at all.

Our

policy is to file patent applications in the United States and other countries when we believe it is commercially advantageous to do

so. We do not consider our business to be materially dependent upon any individual patent. As of December 31, 2025, our biologics patent

portfolio included 46 issued patents that expire between 2028 and 2041, 26 of which are issued U.S. patents. Our fixation portfolio is

patent protected globally and includes 201 issued patents that expire between 2026 and 2043, 150 of which are issued U.S. patents, and

5 pending patent applications, 2 of which are U.S. patent applications. We expect that additional patent applications will be filed and

prosecuted as inventions are discovered, technological improvements and processes are developed, and specific applications are identified.

There can be no assurance that we will be able to obtain final approval of any patents.

Trademarks

We

have registered, and continue to seek registration, of trademarks and continuously monitor and aggressively pursue users of names and

marks that potentially infringe upon our registered trademarks. We currently own the following registered trademarks: OsteoSponge®,

OsteoVive®, OsteoWrap®, OsteoFactor®, OsteoFactor Pro®, BacFast®, OsteoSelect®, OsteoMax®, 3Demin®, Circle

of Life®, ARANAX®, ASPECT®, ATRIX-C®, ATRIX-C UNION®, BACJAC®, BACFUSE®, BIGFOOT®, CLARITY®, CONTACT®,

CROSS-FUSE®, INTICE®, LAT-FUSE®, MATRIFORM®, NANOSS®, NUNEC®, ORBITALWRAP®, PAC PLATE®, QUANTUM®,

SLIMFUSE®, SimpliGraft®, SimpliMax®, SimpliMix®, STREAMLINE®, X-LINK®, XPRESS®, XSPAN®, ZYFIX®, ELEMAX®,

UNISON®, FORTILINK®, TETRAFUSE®, CERVALIGN®, NANOSS 3D®, TIPLUS®, FIBREX®, MAXFUSE®, BIOMAX®, CORTERA®,

ELEVATE YOUR BONE GRAFT®, and ELEVATED PROCEDURAL SOLUTIONS®. Under the X-spine name, we own the following registered trademarks:

SILEX®, IRIX®, CALIX®, H-GRAFT®, SPIDER®, X90®, BUTREX®, FORTEX®, AXLE®, FIXCET®, and XTANT®.

Trade

Secrets and Other Proprietary Rights

To

safeguard our proprietary knowledge and technology, we rely upon trade secret protection and non-disclosure/confidentiality agreements

with employees, consultants and third-party collaboration partners with access to our confidential information. Although we believe our

proprietary technology has value, because of rapid technological changes in the medical industry, we also believe that proprietary protection

is of less significance than factors such as the intrinsic knowledge and experience of our management, advisory board, consultants and

personnel and their ability to identify unmet market needs and to create, invent, develop and market innovative and differentiated products.

License

Agreements

During

the first quarter of 2025, we entered into a manufacture and license agreement with a distributor pursuant to which we agreed to

manufacture and supply to the distributor our SimpliGraft® product under the distributor’s name in exchange for a one-time

$1.5 million cash payment and minimum SimpliGraft® product purchase obligations of the distributor. During the fourth quarter of

2024, we entered into a license agreement with a distributor granting an exclusive right and license to manufacture and

commercialize in the United States our SimpliMaxTM product in exchange for a one-time $1.5 million cash payment and minimum

quarterly royalty payments based on the volume of product sold by the distributor. Effective January 1, 2026, the Centers for

Medicare & Medicaid Services (“CMS”) implemented a Local Coverage Determination with significant changes to

reimbursement for cellular and tissue-based products, which impacted our SimpliMaxTM and SimpliGraft® products. In

addition, on July 14 and 15, 2025, CMS released the CY 2026 Physician Fee Schedule (“PFS”) proposal and the CY 2026

Hospital Outpatient Prospective Payment System (“OPPS”) proposal. Under these rules, which were implemented on January

1, 2026, CMS instituted a consistent payment approach for skin substitutes across the private office and hospital outpatient

departments settings with a fixed price of $127.14 per square centimeter. Together with the Local Coverage Determination and a

recently announced Wasteful and Inappropriate Service Reduction model, there are several significant potential changes to

reimbursement of skin substitutes that have impacted and will likely continue to impact the industry and the sale of our

SimpliMaxTM and SimpliGraft® products. Because of these regulatory changes, the SimpliGraft® manufacture and license

agreement was terminated effective December 31, 2025 and it is possible that the SimpliMaxTM license agreement may be

terminated, adversely affecting our 2026 and future license revenue.

Government

Regulation

We

are International Organization for Standardization (“ISO”) 13485 and MDSAP Certified and registered with the U.S. Food and Drug Administration (“FDA”) as a manufacturer of human cells, tissues, and cellular and tissue-based

products (“HCT/Ps”), as well as medical devices. ISO 13485 is the internationally recognized quality management systems (“QMS”)

standard specifically designed for organizations involved in the life cycle of medical devices, including design, production, installation,

servicing and distribution. Medical Device Single Audit Program (“MDSAP”) is a program that allows a third-party auditor

to evaluate a medical device manufacturer’s quality management system to satisfy the requirements of multiple regulatory jurisdictions

simultaneously. The program is based on ISO 13485. We are an accredited member in good standing with the Association for Advancing Tissue

and Biologics (“AATB”), formerly known as the American Association of Tissue Banks. In addition, we comply with all licensing

requirements for distributing HCT/Ps in states with such regulations, including Florida, California, Delaware, Illinois, Louisiana, Maryland,

Oregon, and New York. As our industry is highly regulated, we cannot predict the impact of future regulations on our operations or those

of our customers.

Our

stabilization and fusion products, along with our instrumentation systems, are classified as medical devices and are therefore subject

to rigorous regulation by the FDA, as well as by other domestic and international regulatory authorities. These regulations apply to

a wide range of activities carried out by Xtant and our suppliers, licensors and partners both now and in the future. These regulated

activities include but are not limited to, product design and development, testing, manufacturing, labeling, storage, safety, premarket

clearance, advertising and promotion, product marketing, sales and distribution, post-market surveillance and post-market adverse event

reporting. All products currently marketed by Xtant are regulated as HCT/Ps and/or have received 510(k) clearances from the FDA, unless

they are exempt.

Human

Tissue

The

FDA defines HCT/Ps as articles containing or consisting of human cells or tissues that are intended for implantation, transplantation,

infusion, or transfer into a human recipient. Current Good Tissue Practices (“CGTP”) requirements govern the methods used

in, and the facilities and controls used for, the manufacture of HCT/Ps in a way that prevents the introduction, transmission, or spread

of communicable diseases by HCT/Ps. CGTPs include but are not limited to, any or all steps in the recovery, processing, storage, labeling,

packaging or distribution of any human cell or tissue, and the screening or testing of the cell or tissue donor.

Core

CGTP requirements are those requirements that directly relate to preventing the introduction, transmission, or spread of communicable

disease by HCT/Ps. The core CGTP requirements include requirements for:

● Facilities

● Environmental control

● Equipment

● Supplies and reagents

● Recovery

● Processing and process controls

● Labeling controls

● Storage

● Receipt, predistribution shipment, and distribution of an HCT/P.

In

addition, there are regulatory requirements pertaining to donor eligibility determinations, donor screening, and donor testing.

An

HCT/P is regulated solely under section 361 of the Public Health Service Act (“PHSA”) and 21 CFR Part 1271 if it meets the

following four criteria:

1) The HCT/P is minimally manipulated;

4) Either

Failure

to comply with applicable regulatory requirements can result in enforcement action by the FDA, which may include sanctions such as warning

or untitled letters, injunctions, or other action.

There

are many HCT/P products that must undergo regulatory review and licensure by the FDA. The approval process for a Biologics License Application

(“BLA”) includes a rigorous review of the safety and efficacy of the biological product. Successful applications typically

require testing and validation through a series of clinical and non-clinical studies taking place over multiple years of product development.

We refer to all of our HCT/P products as biologics. In the future, Xtant may decide to strategically commercialize products in the United

States that would require a BLA, but there are no plans to do so at the present time.

Medical

Devices

The

Center for Devices and Radiological Health oversees the clearance, authorization and approval of medical devices, including our stabilization

and fusion products, as well as certain HCT/Ps regulated as medical devices. In the United States, medical devices are heavily regulated

by the FDA under the Federal Food, Drug, and Cosmetic Act (“FDCA”) and its associated regulations, as well as other relevant

federal and state laws. These regulations cover various aspects, including design, manufacture, storage, record control, approval, labeling,

promotion, post-approval monitoring and reporting, distribution and import and export of medical devices. Non-compliance with these requirements

can result in administrative actions such as FDA refusal to approve pending Premarket Approvals (“PMAs”), 510(k)s, issuance of warning letters, mandatory product

recalls, import detentions, civil monetary penalties, and/or judicial sanctions, such as product seizures, injunctions, and criminal

prosecution.

Under

the FDCA, medical devices are classified into one of three classes based on the risk associated with the device and the level of control

necessary to provide a reasonable assurance of safety and effectiveness. Class I devices are deemed to be low risk and are subject to

the fewest regulatory controls. Class III devices are generally the highest risk devices and are subject to the highest level of regulatory

control to provide reasonable assurance of safety and effectiveness. Class III devices must typically be approved by the FDA before they

are marketed.

Most

Class I devices and a minority of Class II devices are completely exempt from premarket review by the FDA. Most Class II devices and

a minority of Class I devices require 510(k) clearance. Devices that pose the highest risk, including life sustaining, life-supporting

or implantable devices, or devices deemed not substantially equivalent to a previously 510(k)-cleared device or a “pre-amendment”

Class III device in commercial distribution before May 28, 1976 for which PMA applications are not required, are placed in Class III

requiring PMA approval. A novel device is placed in Class III by default, but it may be eligible to be placed in Class I or Class II

via “de novo” classification if it can be shown to pose only low to moderate risk with appropriate regulatory controls.

The

PMA approval pathway requires proof that there is a reasonable assurance of safety and effectiveness. The 510(k)-clearance pathway is

much less burdensome and time-consuming than the PMA approval pathway. The de novo pathway has an enhanced burden compared to the 510(k)-clearance

pathway but is much less burdensome than a PMA approval process.

Under

the 510(k)-clearance pathway, the applicant must submit to the FDA a premarket notification demonstrating that the medical device is

substantially equivalent to a legally marketed predicate device. A predicate device may be a previously 510(k) cleared device, a de novo-authorized

device, or a pre-amendment device (unless the FDA has issued a regulation calling for PMA applications for this device type). To be substantially

equivalent, the proposed device must have the same intended use as the predicate device, and either have the same technological characteristics

as the predicate device or have different technological characteristics and be shown to be equally safe and effective and not raise different

questions of safety and effectiveness than the predicate device.

By

statute, the FDA is required to complete its review within 90 FDA days of receiving the 510(k) notification. As a practical matter, clearance

often takes longer, typically ranging from three to nine months or more, and clearance is never assured. The FDA’s 510(k) review

compares a proposed device to a predicate device with respect to intended use and technology. The information necessary to show substantial

equivalence will depend on the differences between the proposed device and the predicate device, which may include bench, animal, and/or

clinical studies. The discussion of what data is needed is sometimes conducted in a voluntary process called the pre-submission process

whereby companies meet with the FDA to discuss the data needed for clearance.

If

the FDA finds the applicant’s device is substantially equivalent to the predicate device, it will send a letter to the applicant

stating that fact. This allows the applicant’s device to be commercially distributed in the United States. If the device cannot

proceed through the 510(k) pathway, the applicant must fulfill the much more rigorous premarketing requirements of the PMA approval process

or seek reclassification of the device through the de novo process.

After

a device receives 510(k) clearance, any modification that could significantly affect its safety or effectiveness, or that would constitute

a major change in its intended use, requires a new 510(k) clearance or could require reclassification through the de novo process or

a PMA approval. The FDA requires each manufacturer to make this determination in the first instance, but the FDA can review any such

decision. If the FDA disagrees with a manufacturer’s decision not to seek a new 510(k) clearance, the agency may require the manufacturer

to seek 510(k) clearance, de novo authorization, or PMA approval. The FDA can also require a manufacturer to cease marketing and/or recall

the modified device until 510(k) clearance, de novo authorization, or PMA approval is obtained.

Another

procedure for obtaining marketing authorization for a medical device is the “de novo classification” procedure. Devices of

a new type that the FDA has not previously classified based on risk are automatically classified into Class III, regardless of the level

of risk they pose. Additionally, in response to a 510(k) premarket notification, if the FDA determines that the device is “not

substantially equivalent” to a previously cleared device, the device is automatically designated as a Class III device. The device

sponsor must then fulfill more rigorous PMA requirements or can request a risk-based classification determination for the device in accordance

with the de novo process, which is a route to market for novel medical devices that are low to moderate risk and are not substantially

equivalent to a predicate device.

The

advantage of the de novo classification process is that it generally requires less data than a PMA. The disadvantage is that it may require

more data than a 510(k) and most often will include human clinical data. A request for de novo classification also has a longer review

time as compared to a 510(k). If the de novo submission is denied, the device remains in Class III and PMA approval may be required before

the device may be legally marketed in the United States. The FDA is increasingly moving devices with slightly different proposed indication

statements or different technological features off the 510(k) path and onto the de novo path, resulting in more time and expense for

the company.

A

device not eligible for 510(k) clearance or de novo classification must follow the PMA approval pathway, which requires proof of the

reasonable assurance of the device’s safety and effectiveness. The cost of preparing and submitting a PMA is substantial and a

PMA application must provide extensive preclinical and clinical trial data and also detailed information about the device and its components

regarding, among other things, device design, manufacturing and labeling. Under federal law, the submission of most PMAs is additionally

subject to a substantial annually adjusted application user fee. Satisfaction of FDA PMA requirements typically take years, and the actual

time required may vary substantially based upon the type, complexity, and novelty of the device or disease.

After

a medical device enters commercial distribution, General Controls for Medical Devices apply. General Controls are the basic provisions

(authorities) that provide the FDA with the means of regulating devices to ensure their safety and effectiveness. The General Controls

apply to all medical devices. They include provisions that relate to adulteration; misbranding; device registration and listing; premarket

notification; banned devices; notification, including repair or replacement, or refund; records and reports; restricted devices; and

good manufacturing practices.

The

FDA has broad post-market and regulatory enforcement privileges. Medical device manufacturers are subject to unannounced inspections

by the FDA and other state, local and foreign regulatory authorities to assess compliance with the Quality Management System Regulation

(“QMSR”) and other applicable regulations, and these inspections may include the manufacturing facilities of any suppliers.

Failure to comply with applicable regulatory requirements can result in enforcement action by the FDA, which may include sanctions such

as: warning letters, fines, injunctions, consent decrees and civil penalties; unanticipated expenditures, repair, replacement, refunds,

recall or seizure of our devices; operating restrictions, partial suspension or total shutdown of manufacturing; the FDA’s refusal

of our requests for 510(k) clearances, de novo classification, or premarket approvals of new devices, new intended uses or modifications

to existing devices; the FDA’s refusal to issue certificates to foreign governments needed to export devices for sale in other

countries; and withdrawing 510(k) clearances, de novo marketing authorization, or premarket approvals that have already been granted;

and criminal prosecution.

International

Regulation

International

distribution is governed by foreign government regulations, which can vary between countries. The time needed for approval in a foreign

country may be longer or shorter than that required for FDA approval process, and the specific requirements may differ. Some countries

accept MDSAP Certificates, CE Marking, and/or FDA clearances as part of their medical device marketing approval process,

Healthcare

Fraud and Abuse

Healthcare

fraud and abuse laws apply to Xtant’s business when a customer submits a claim for an item or service that is reimbursed under

Medicare, Medicaid or most other federally-funded healthcare programs. The Federal Anti-Kickback Statute prohibits, among other things,

persons from knowingly and willfully soliciting, receiving, offering or paying remuneration, directly or indirectly, in cash or in kind,

to induce or reward either the referral of an individual for, or the purchase, order or recommendation of, items or services for which

payment may be made, in whole or in part, under federal health care programs, such as by Medicare or Medicaid. The concerns that the

Anti-Kickback Statute addresses are multiple, but primary among them are, first, that the federal government pays/reimburses health care

providers for the true acquisition cost of goods and services provided to patients served by government programs. The government does

not want, for example, health care providers obtaining manufacturer discounts which are not disclosed to the government on cost report

forms submitted for reimbursement to the government. The government wants to be the beneficiary of such discounts. Second, for that reason,

the government wants transparency in the billing process which discloses such discounts to the government. Third, the government does

not want purchasing, prescription or referral decisions for medical devices biased by economics unrelated to the best choices for a patient.

The

Federal Anti-Kickback Statute is subject to evolving interpretations and has been applied by government enforcement officials to a number

of common business arrangements in the medical device industry. Remunerative relationships with physicians in which manufacturers give

health care providers gifts or pay for entertainment, sporting events, trips or other perquisites, may be viewed as an attempt to buy

loyalty to the manufacturer’s products. A number of states also have anti-kickback laws that establish similar prohibitions that

may apply to items or services reimbursed by government programs as well as any third-party payors, including commercial insurers. Further,

federal legislation, the Patient Protection and Affordable Care Act, as amended by the Health Care and Education Reconciliation Act (collectively

“PPACA”), among other things, clarified the intent requirements of the Federal Anti-Kickback Statute and the federal criminal

statutes governing healthcare fraud. Specifically, a person or entity can be found to have violated the statutes without actual knowledge

of these statutes or specific intent to violate them. In addition, the PPACA amended the Social Security Act to provide that the government

may assert that a claim including items or services resulting from a violation of the Federal Anti-Kickback Statute constitutes a false

or fraudulent claim for purposes of the Federal False Claims Act or federal civil money penalties statute. Amendments to the Federal

False Claims Act provide that a violation of the Federal Anti-Kickback Statute is also a violation of the Federal False Claims Act, subjecting

healthcare entities to treble damages and mandatory penalties for each false claim or statement.

Additionally,

the civil Federal False Claims Act prohibits, among other things, knowingly presenting or causing the presentation of a false, fictitious

or fraudulent claim for payment of federal funds, or knowingly making, or causing to be made, a false record or statement material to

a false or fraudulent claim to avoid, decrease or conceal an obligation to pay money to the federal government. The purpose of the Federal

False Claims Act is to prevent manufacturers from causing or inducing inappropriate prescriptions leading to an inappropriate government

reimbursement. It often comes into play where a manufacturer suggests or assists a health care provider to bill for an off-label, uncovered

use. It also can occur when the reimbursement advice given by a manufacturer results in inappropriate reimbursement claims from “upcoding,”

miscoding, “stretched” coding, the use of inappropriate modifiers or inappropriate care settings. These behaviors can result

in the government paying for products or procedures that should not be reimbursed by the federal government. The manufacturer must be

truthful and not misleading in the reimbursement advice it gives to customers.

Actions

under the Federal False Claims Act may be brought by the Attorney General or as a qui tam action by a private individual in the name

of the government. Violations of the Federal False Claims Act can result in very significant monetary penalties and treble damages. The

federal government is using the Federal False Claims Act, and the accompanying threat of significant liability, in its investigations

of healthcare companies throughout the country for a wide variety of Medicare billing practices, as well as federal Anti-Kickback Statute

violations and certain marketing practices, including off-label promotion, and has obtained multi-million and multi-billion dollar settlements

under the Federal False Claims Act in addition to individual criminal convictions under applicable criminal statutes. Given the significant

size of actual and potential settlements, it is expected that the government will continue to devote substantial resources to investigating

healthcare providers’ and suppliers’ compliance with the healthcare reimbursement rules and fraud and abuse laws.

The

Federal Physician Payments Sunshine Act imposes annual reporting requirements on device manufacturers for payments and other transfers

of value provided by them, directly or indirectly, to physicians (including physician family members) and teaching hospitals, as well

as ownership and investment interests held by physicians. Device manufactures are also required to collect information on payments or

transfers of value to physician assistants, nurse practitioners, clinical nurse specialists, certified registered nurse anesthetists,

and certified nurse midwives for reporting to the Centers for Medicare & Medicaid Services. A manufacturer’s

failure to submit timely, accurately and completely the required information for all payments, transfers of value or ownership or investment

interests may result in civil monetary penalties. Certain states also mandate implementation of commercial compliance programs, impose

restrictions on device manufacturer marketing practices and require tracking and reporting of gifts, compensation and other remuneration

to healthcare professionals and entities.

Our

operations are also subject to the U.S. Foreign Corrupt Practices Act (“FCPA”). We are required to comply with the FCPA,

which generally prohibits covered entities and their intermediaries from engaging in bribery or making other prohibited payments to foreign

officials for the purpose of obtaining or retaining business or other benefits. In addition, the FCPA imposes accounting standards and

requirements on publicly traded United States corporations and their foreign affiliates, which are intended to prevent the diversion

of corporate funds to the payment of bribes and other improper payments, and to prevent the establishment of “off books”

slush funds from which such improper payments can be made. We also are subject to similar anticorruption legislation implemented in certain

foreign jurisdictions.

Coverage

and Reimbursement

Xtant’s

currently approved products are commonly treated as general supplies utilized in spinal and orthopedic surgery and if covered by third-party

payors, are paid for as part of the surgical procedure. Accordingly, healthcare providers in the United States generally rely on third-party

payors, principally private insurers and governmental payors such as Medicare and Medicaid, to cover and reimburse all or part of the

cost of a spine surgery in which Xtant products are used. Sales volumes and fees for Xtant products will continue to depend in large

part on the availability of coverage and reimbursement from such third-party payors. Third-party payors perform analyses on new technologies

to determine if they are medically necessary before providing coverage for them. These third-party payors may still deny reimbursement

on covered technologies if they determine that a device used in a procedure was not used in accordance with the payor’s coverage

policy. Particularly in the United States, third-party payors continue to carefully review, and increasingly challenge, the prices charged

for procedures and medical products.

In

the United States, a large percentage of insured individuals receive their medical care through managed care programs, which monitor

and often require pre-approval of the services that a member will receive. Some managed care programs pay their providers on a per capita

basis, which puts the providers at financial risk for the services provided to their patients by paying these providers a predetermined

payment per member per month and, consequently, may limit the willingness of these providers to use Xtant products.

The

overall escalating cost of medical products and services has led to, and will likely continue to lead to, increased pressures on the

healthcare industry to reduce the costs of products and services. Government or private third-party payors cannot be guaranteed to cover

and reimburse the procedures using Xtant products in whole or in part in the future or that payment rates will be adequate. In addition,

it is possible that future legislation, regulation or coverage and reimbursement policies of third-party payors will adversely affect

the demand for Xtant products or the ability to sell them on a profitable basis.

Internationally,

reimbursement and healthcare payment systems vary substantially from country to country and include single-payor, government-managed

systems as well as systems in which private payors and government managed systems exist side-by-side. Xtant’s ability to achieve

market acceptance or significant sales volume in international markets will be dependent in large part on the availability of reimbursement

for procedures performed using company products under the healthcare payment systems in such markets. A number of countries may require

Xtant to gather additional clinical data before recognizing coverage and reimbursement for its products.

ISO

Certification

Xtant

is ISO and MDSAP Certified.

ISO 13485 is the internationally recognized quality management system standard specifically designed for organizations

involved in the life cycle of medical devices, including design, production, installation, servicing and distribution. MDSAP is a program

that allows third-party auditors to evaluate a medical device manufacturer’s quality management system to satisfy the requirements

of multiple regulatory jurisdictions simultaneously. The program is based on ISO 13485.

Achieving

ISO 13485 and MDSAP certification requires building and maintaining a robust, fully implemented QMS that demonstrates consistent control

Source: SEC EDGAR (public domain) · 10-K for the period ended 2025-12-31, filed 2026-03-31 · accession 0001493152-26-013792

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