Dafinchi AI

Bionano Genomics, Inc.

BNGO

Healthcare

3d

Financial Performance Summary

Cash and equivalents totaled $27.4 million at quarter-end, with $11 million subject to restrictions.
Consumables and software revenue grew 16% year-over-year in Q2 and represented 73% of total product revenue, up from 55% last year.
Flowcell sales increased 17% year-over-year to 7,233 units, indicating strong utilization growth.
Installed base of optical genome mapping systems was 378, a 4% increase from 363 systems a year ago, with a net decrease of 1 system in the quarter.
Non-GAAP gross margin improved significantly to 52% from 35% a year ago, driven by cost reductions and manufacturing improvements.
Non-GAAP operating expenses decreased 53% year-over-year to $8.8 million, reflecting substantial cost-cutting and headcount reduction.
Total revenue for Q2 2025 was $6.7 million, down 13% year-over-year, or 5% when excluding $700,000 from discontinued services.

RXST

Healthcare

1w

Financial Performance Summary

Cash and equivalents ended at $227.5 million, down slightly from $229.3 million at the end of Q1 2025.
GAAP net loss was $11.8 million or $0.29 per share, compared to a $6.1 million loss in Q2 2024.
Gross margin improved to 74.9% from 69.5% a year ago, driven by a higher mix of LAL sales.
LAL revenue was $27 million, up 13% year-over-year but down 1% sequentially, representing 80% of total revenue.
LDD revenue was $5.1 million, down 50% year-over-year and 45% sequentially, with 40 units sold in Q2 2025.
Non-GAAP net loss was $3.2 million or $0.08 per share after excluding $8.5 million in stock-based compensation.
R&D expenses rose 23% year-over-year to $10.2 million, reflecting increased salaries and stock-based compensation.
RxSight reported Q2 2025 revenue of $33.6 million, down 4% year-over-year and 11% sequentially.
SG&A expenses increased 19% year-over-year to $29 million due to higher personnel costs and stock-based compensation.

SIBN

Healthcare

1w

Financial Performance Summary

Adjusted EBITDA was positive $1 million for the quarter, marking the third consecutive quarter of positive adjusted EBITDA.
Gross profit increased by $7.2 million or 22.9% to $38.8 million, with gross margin expanding by 80 basis points to 79.8%.
International revenue was $2.2 million, impacted by later-than-expected regulatory clearance for TORQ in Europe.
Net loss narrowed to $6.2 million or $0.14 per diluted share from $8.9 million or $0.22 per diluted share in the prior year.
Operating expenses rose 10% to $45.8 million, mainly due to growth investments, higher commissions, and elevated G&A spending.
SI-BONE reported worldwide revenue of $48.6 million for Q2 2025, representing 21.7% growth year-over-year.
The company achieved cash flow breakeven in Q2 2025, an important milestone reached ahead of schedule.
Trailing 12-month adjusted EBITDA was positive $3.1 million compared to a loss of $15.4 million in the prior year period.
U.S. revenue, which accounts for 95% of the business, grew 22.8% driven by a 25% increase in procedure volumes.

PTC Therapeutics, Inc.

PTCT

Healthcare

1w

Financial Performance Summary

Cash, cash equivalents, and marketable securities totaled approximately $1.99 billion as of June 30, 2025, up from $1.14 billion at the end of 2024.
Non-GAAP R&D expense was $104 million, down from $123 million in Q2 2024, excluding stock-based compensation.
Non-GAAP SG&A expense was $76 million, up from $60 million in Q2 2024, excluding stock-based compensation.
PTC received $58 million in royalty revenue from Roche's Evrysdi sales.
PTC Therapeutics reported total revenue of $179 million in Q2 2025, including $96 million from the DMD franchise.
Translarna net product revenue was $59 million and Emflaza net product revenue was $36 million in the quarter.