Dafinchi AI

Bionano Genomics, Inc.

BNGO

Healthcare

3d

Potential Strategic Partnerships and Acquisition Discussions Ongoing

Management acknowledged ongoing discussions with potential strategic partners and the interest from the market.
Bionano highlighted its advanced position in the space, with a strong financial profile and strategic focus.
The company emphasized its commitment to its digital pathology transformation strategy.
While not explicitly seeking acquisitions, Bionano remains open to strategic collaborations that align with its goals.
The company’s visibility and market presence make it a target for strategic interest, but no specific deals were disclosed.

NeoGenomics, Inc.

NEO

Healthcare

2w

Financial Performance Summary

Adjusted EBITDA was $10.7 million, down 2% from prior year, impacted by Pathline acquisition ramp; excluding Pathline, adjusted EBITDA grew 13%.
Adjusted gross profit improved by $4.6 million or 6% over prior year.
Cash flow from operations was positive $20 million, up 44% year-over-year, with cash and marketable securities ending at $164 million.
Clinical revenue grew 16% year-over-year with organic clinical revenue up 13%, driven by a 10% increase in test volumes and a 3% increase in average unit price (AUP).
NeoGenomics reported Q2 2025 revenue of $181 million, representing 10% year-over-year growth but slightly below guidance.
NGS testing accounted for 32% of total clinical revenue and grew 23%, slightly below the 25% target but above market growth rates.
Nonclinical revenue declined 26% year-over-year due to weakness in pharma and biotech customer demand.
The company retired $201 million of convertible notes in Q2, significantly reducing debt.

OraSure Technologies, Inc.

OSUR

Healthcare

1w

Progress on Strategic Pillars and Innovation Roadmap

OTI is advancing its strategic transformation focusing on strengthening foundation, elevating core growth, and accelerating profitable growth.
Reported revenue in Q2 was in the top half of guidance range.
Launched HEMAcollect PROTEIN in July to expand into proteomic research and blood sample management.
Progress on innovation includes new product launches and expanding client relationships.
Management emphasizes disciplined execution and long-term value creation.

Treace Medical Concepts, Inc.

TMCI

Healthcare

1w

Inorganic Growth and Portfolio Expansion Opportunities

Treace expressed openness to opportunistic acquisitions to complement and expand their product portfolio.
The company is also exploring international markets outside the U.S. for growth opportunities.
Management indicated readiness to pursue tuck-in acquisitions if suitable opportunities arise, aiming to accelerate growth and diversify offerings.

BioLife Solutions, Inc.

BLFS

Healthcare

1w

Strategic Investment in Pluristyx for Cell Therapy Adjacent Opportunities

BioLife made a strategic investment in Pluristyx, a developer of iPSC-based products, highlighting a focus on adjacent biological assay markets.
The investment aims to explore biological assays as a potential growth area, aligning with BioLife’s core cell processing portfolio.
Pluristyx’s recent launch of an organoid manufacturing assay complements BioLife’s interest in expanding biological applications.
The company views this investment as a disciplined approach to inorganic growth, with potential rights to acquire the target in the future.
Management emphasizes the long-term potential of assays and biological tools to diversify and expand their market presence.

Ultragenyx Pharmaceutical Inc.

RARE

Healthcare

1w

UX143 Final Analysis and Potential as Transformational Treatment

Final analysis of Orbit and Cosmic studies expected around end of 2025.
Safety profile as expected; Data supports continued treatment.
Combination mechanism aims to build bone and reduce resorption.
Potential to significantly improve bone strength and reduce fractures.
Encouraging functional improvements in physical activity and ability.

Bio-Techne Corporation

TECH

Healthcare

1w

Financial Performance Summary

Adjusted EPS was $0.53, compared to $0.49 in the prior year; GAAP EPS was a loss of $0.11 versus a positive $0.25 last year.
Adjusted operating margin for Q4 was 32%, down 150 basis points year-over-year due to unfavorable product mix.
Diagnostics and Spatial Biology segment revenue declined 1% both reported and organic, with operating margin decreasing to 6% from 12.5%.
Fiscal 2025 organic revenue growth was 5%, driven by strength in biopharma and protein sciences.
GMP reagent portfolio grew 20% in Q4 and over 30% for the full fiscal year.
Protein Sciences segment revenue grew 6% reported and 4% organic with a 43.6% operating margin, up 60 basis points.
Q4 revenue was $317 million, up 3% organically and 4% reported year-over-year.
Wilson Wolf grew over 20% in fiscal 2025 with EBITDA margins north of 70%.

BioMarin Pharmaceutical Inc.

BMRN

Healthcare

2w

Progress and Expectations for BMN 333 Long-Acting CNP Therapy for Achondroplasia

Encouraging pharmacokinetic results showing free CNP levels more than 3x greater than previous long-acting CNP agents in healthy volunteers.
Plan to initiate dose-finding Phase II/III study in the first half of 2026 with a targeted approval in 2030.
Preclinical data and genetic evidence suggest potential for greater growth with increased CNP exposure.
Study design aims for a meaningful differentiation in growth outcomes, with a focus on health and wellness markers beyond height.