Dafinchi AI

Glaukos Corporation

GKOS

Healthcare

2w

Launch and Market Adoption of iDose TR as a New Therapeutic Category

iDose TR continues to build commercial momentum supported by positive clinical outcomes and surgeon feedback.
The company is executing detailed launch plans including expanding trained surgeons, broadening market access, and increasing patient awareness.
iDose TR is pioneering a new therapeutic category with the potential to reshape glaucoma management.

Glaukos Corporation

GKOS

Healthcare

2w

Financial Performance Summary

Corneal Health franchise delivered net sales of $20.6 million, a 4% year-over-year growth, including Photrexa net sales of $17.9 million.
Glaukos reported record second quarter consolidated net sales of $124.1 million, up 30% on a reported basis or 29% on a constant currency basis versus the year ago quarter.
Gross margins came in at 83% for the quarter, showing modest accretion year-over-year and quarter-over-quarter.
International glaucoma franchise delivered record net sales of $31.3 million, a 20% year-over-year growth on a reported basis and 15% on a constant currency basis.
Underlying cash and equivalents grew by more than $4 million in the second quarter excluding one-time investments.
U.S. glaucoma franchise delivered record second quarter net sales of $72.3 million, a 45% year-over-year growth, driven by iDose TR sales of approximately $31 million.

Guardant Health, Inc.

GH

Healthcare

2w

Accelerated Adoption of Guardant360 Tissue ASP Achieving 2028 Target Three Years Early

Guardant360 Tissue ASP reached approximately $2,000 in Q2, surpassing the 2028 target three years ahead of schedule.
Major upgrade in April expanded the panel to include RNA and methylome analysis, with 40% fewer slides than industry norm, serving as a key differentiator.

Surgery Partners, Inc.

SGRY

Healthcare

2w

Strategic Review Concludes with Focus on Portfolio Optimization and Asset Divestitures

The company completed an extended strategic review in June, reaffirming its position as a leading independent short-stay surgical provider.
Management plans to selectively partner or sell facilities to reduce leverage, accelerate cash flow, and focus on core ASC service lines.
Potential divestitures include surgical hospitals and non-core assets, with a focus on markets that can expedite leverage reduction and cash flow growth.
The company is considering partnerships with health systems, including selling stakes in assets to accelerate strategic goals.

HOLX

Healthcare

2w

Progress in Breast Health Business and New Product Launches

Management highlighted sequential revenue growth and early signs of recovery in Breast Health, with a focus on interventional sales increasing 31.8%.
The upcoming launch of the Envision system in 2026 is expected to be a significant growth driver, with the current focus on replacing older gantries and expanding the interventional segment.

DXCM

Healthcare

2w

Expansion of Type 2 Non-Insulin Coverage and Market Penetration

Coverage for nearly 6 million type 2 non-insulin lives established with three major PBMs in the U.S.
Work ongoing to build coverage for the entire 25 million U.S. type 2 population.
Strong growth from type 2 non-insulin population driven by new coverage and clinical recognition of CGM benefits.
Continued momentum with new access wins, personalized software, and product portfolio leverage.

Outset Medical, Inc.

OM

Healthcare

1w

Commercial Transformation and Sales Process Overhaul

The commercial transformation aims to capitalize on large enterprise and IDN opportunities, with a focus on moving from early-stage to later-stage deals.
The company has retooled its sales team to target hospital CNOs and other key decision-makers, emphasizing change management and clinical benefits.
Progress includes a more disciplined approach to sales forecasting, pipeline management, and deal closure, setting the stage for sustained growth.

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.

Intuitive Surgical, Inc.

ISRG

Healthcare

3w

Launch and Adoption of da Vinci 5 Platform in Key Markets

Broad launch of da Vinci 5 in the U.S. with over 100,000 procedures performed to date.
Received clearances in Europe and Japan, with measured launches planned.
Focus on building infrastructure, training, and customer engagement for regional rollouts.
Early adopters in Europe and Japan expected to respond to new technology, with some customers waiting for specific features like force feedback.

Coherus BioSciences, Inc.

CHRS

Healthcare

1w

Strategic Repositioning and Company Rebranding to Coherus Oncology

The company completed a strategic repositioning in Q2 2025, including a rebranding to Coherus Oncology to better reflect its mission.
Leadership emphasized the importance of aligning the company's identity with its focus on innovative cancer therapies.
The rebranding aims to enhance market perception and better communicate the company's scientific and clinical ambitions.