Dafinchi AI

BSX

Healthcare

Adjusted EPS was $0.75, up 23%, exceeding guidance of $0.71 to $0.73, including charges related to ACURATE valve discontinuation.
Adjusted gross margin was 69.4%, down 100 basis points due to inventory charges from ACURATE discontinuation.
Adjusted operating margin was 27.6%, expanding 50 basis points year-over-year.
Cash on hand was $534 million as of June 30, 2025.
Credit rating upgraded to A3 by Moody's, now holding A- equivalent ratings from all major agencies.
Free cash flow was $1.129 billion for Q2, with full year 2025 free cash flow expected at approximately $3.5 billion.
Organic revenue growth was 17.4%, exceeding guidance.
Second quarter 2025 total company operational sales grew 22%, organic sales grew 17%, exceeding guidance of 13% to 15%.
Second quarter consolidated revenue was $5.061 billion, representing 22.8% reported growth versus Q2 2024.

KRYS

Healthcare

General and administrative expenses increased to $35.2 million from $27.6 million, driven by higher professional services fees and personnel-related costs including stock-based compensation.
Gross margin remained consistent at 93%, with cost of goods sold at $7.2 million compared to $6 million in the prior year quarter.
Krystal Biotech reported Q2 2025 net VYJUVEK revenue of $96 million, marking continued growth compared to Q2 2024 and a 9% increase over Q1 2025.
Net income was $38.3 million or $1.33 per basic share and $1.29 per diluted share, compared to $15.6 million or $0.54 per basic share in the prior year quarter.
Operating expenses included $14.1 million in noncash stock-based compensation, up from $13.2 million in Q2 2024.
R&D expenses decreased to $14.4 million from $15.6 million year-over-year, primarily due to timing of manufacturing runs, offset by increased clinical development costs.
The company ended the quarter with over $820 million in combined cash and investments, supporting upcoming launches and R&D objectives.
Total net VYJUVEK revenue since launch exceeded $525 million.

FOLD

Healthcare

Amicus Therapeutics reported total revenue of $154.7 million for Q2 2025, a 22% increase over Q2 2024, with 18% growth at constant exchange rates.
Cash, cash equivalents, and marketable securities totaled $231 million as of June 30, 2025, down from $250 million at the end of 2024.
GAAP net loss was $24.4 million or $0.08 per share, compared to a net loss of $15.7 million or $0.05 per share in Q2 2024; excluding the DMX-200 payment, GAAP net income would have been positive.
GAAP operating expenses increased 48% to $148.9 million, including a $30 million upfront payment for DMX-200 licensing; non-GAAP operating expenses increased 56% to $127.8 million.
Galafold revenue reached $128.9 million, up 12% at constant exchange rates and 16% reported, driven by new patient starts and a 69% global market share for treated Fabry patients.
Non-GAAP net income was $1.9 million or $0.01 per share, down from $18.5 million or $0.06 per share in Q2 2024.
Pombiliti and Opfolda revenue was $25.8 million, up 58% at constant exchange rates, with strong sales growth and record patient demand across 11 countries.

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