Dafinchi AI

CERS

Healthcare

Cerus reported Q2 2025 product revenue of $52.4 million, a 16% year-over-year increase.
First half 2025 product revenue increased 15% to $95.7 million compared to the same period in 2024.
IFC product revenue for Q2 was $5.6 million, up from $2 million in the prior year period.
Net loss was $5.7 million or $0.03 per share, essentially flat year-over-year.
Non-GAAP adjusted EBITDA was positive for the fifth consecutive quarter at $935,000.
North American product revenues increased 17% year-over-year; EMEA product revenues increased 21% year-over-year.
Operating expenses rose to $40.1 million from $33.9 million, driven by higher R&D and SG&A costs.
Product gross profit increased 17% to $29 million with gross margins stable at 55.2%.

TARS

Healthcare

Approximately 91,000 bottles were dispensed to patients, slightly above the top end of guidance.
Cash and cash equivalents stood at approximately $381 million at quarter end.
Gross margins remained strong and flat at 93%, with gross-to-net discount around 45%, improving sequentially due to reduced patient copays.
R&D expenses increased by $3.3 million primarily due to the TP-04 program and other development activities.
SG&A expenses increased by approximately $44 million year-over-year, driven by sales and marketing costs including DTC advertising and a larger sales force.
Tarsus reported record-breaking Q2 2025 net sales of $102.7 million for XDEMVY, marking the strongest quarter to date.

NVST

Healthcare

Q2 core growth of 5.6%, aided by customer buy ahead of expected price and tariff increases.
Adjusted EPS of $0.26, up $0.15 YoY, supported by EBITDA growth and lower tax rate.
Strong broad-based growth across segments and geographies, with Equipment & Consumables up 7% and Specialty Products nearly 5%.

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