Dafinchi AI

Elevance Health Inc.

ELV

Healthcare

1mo

Financial Performance Summary

Adjusted operating expense ratio improved by 140 basis points to 10.0%.
Benefit expense ratio rose 260 basis points to 88.9%, mainly due to ACA and Medicaid cost pressures.
Carelon Rx revenue grew over 20%, while Carelon Services revenue and operating gain grew over 50%.
Debt-to-capital ratio was 40.8%, with $2 billion returned to investors year-to-date.
Elevance Health reported Q2 2025 GAAP diluted EPS of $7.72 and adjusted EPS of $8.84, consistent with expectations.
Medical membership declined by approximately 200,000 sequentially, primarily from Medicaid and ACA effectuation rates.
Operating cash flow was $2.1 billion for the quarter, with a full-year expectation of $6 billion reflecting revised outlook and working capital items.
Operating revenue increased 14% year-over-year to $49.4 billion, driven by higher premium yields and acquisitions.

United Therapeutics Corporation

UTHR

Healthcare

2w

Financial Performance Summary

Orenitram, Remodulin, and Unituxin also delivered strong performance with double-digit revenue growth.
Remodulin maintained strong demand, achieving a top 5 quarter in total patient shipments.
The company generated nearly $1.5 billion in annual operating cash flow, demonstrating exceptional operating efficiency.
This marks the 12th consecutive quarter of double-digit year-over-year total revenue growth.
Tyvaso DPI achieved record total revenue of $315 million, a 22% increase over Q2 2024, with record patient shipments.
United Therapeutics reported record total revenue of $799 million for Q2 2025, reflecting 12% growth over Q2 2024.

Geron Corporation

GERN

Healthcare

1w

Financial Performance Summary

Cash and marketable securities stood at approximately $433 million as of June 30, 2025, down from $503 million at the end of 2024.
Geron reported Q2 2025 net product revenue of $49 million, a 24% increase over Q1 driven by increased demand from new patient starts.
Gross to net deductions remained in the mid-teens percent range, consistent with prior guidance.
Research and development expenses decreased to $22 million in Q2 2025 from $31 million in Q2 2024, primarily due to lower clinical trial costs post FDA approval of RYTELO.
Selling, general and administrative expenses remained steady at $39 million compared to the prior year period.

Nano-X Imaging Ltd.

NNOX

Healthcare

6d

Financial Performance Summary

AI solutions revenue remained flat at $0.1 million but continued to incur a gross loss of $2.0 million.
Gross loss on a GAAP basis was $3.2 million, slightly higher than $2.9 million in Q2 2024.
Imaging systems and OEM services revenue rose to $221,000 with a gross loss of $1.7 million.
Nanox reported a GAAP net loss of $14.7 million in Q2 2025, compared to $13.6 million in Q2 2024.
Non-GAAP gross loss margin increased to approximately 21% from 9% in the comparable period.
Operating expenses remained relatively stable with R&D at $4.8 million and sales and marketing expenses increasing to $1.2 million.
Revenue for Q2 2025 was $3.0 million, up from $2.7 million in the prior year period.
Teleradiology services revenue increased to $2.7 million with a gross profit margin of 18% on a GAAP basis.