Dafinchi AI

ARQT

Healthcare

Cash and marketable securities stood at $191.1 million as of June 30, 2025, with positive operating cash flow of $325,000 in the quarter.
Cost of sales increased to $7.5 million due to higher sales volume but decreased 15% sequentially due to a prior quarter expense.
Net loss decreased by $36.4 million year-over-year and $9.2 million sequentially, reflecting improved operating leverage.
Net product revenues for Q2 2025 were $81.5 million, up 164% year-over-year and 28% quarter-over-quarter.
R&D expenses remained stable at $19.5 million year-over-year, with increased pediatric development costs offset by decreased adult development costs.
SG&A expenses rose 19% year-over-year to $69.2 million, driven by commercial investments and new product launches.
Total debt was $108 million with an additional $100 million available through mid-2026, providing financial flexibility.

NBIX

Healthcare

CRENESSITY sales grew from $15 million in Q1 2025 to $53 million in Q2 2025, reflecting strong early adoption.
Gross to net was impacted by contracting and co-pay assistance programs, particularly for INGREZZA.
INGREZZA delivered $624 million in Q2 sales, with 15% sequential growth and 8% year-over-year growth.
INGREZZA saw record new patient starts and total prescriptions, with prescription market share gains in the first half of 2025.
Neurocrine Biosciences reported $682 million in net product sales during Q2 2025, representing 17% year-over-year growth.
Over 75% of CRENESSITY dispensed prescriptions were reimbursed in Q2 2025.
There was a $5 million inventory build in the quarter reflecting channel growth for CRENESSITY.

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