Dafinchi AI

INSP

Healthcare

Adjusted EBITDA increased 14% to $44.1 million with a 20% margin, consistent with prior year.
Adjusted net income per share rose 40% to $0.45 from $0.32 in prior year.
Cash and investments totaled $411 million at quarter end.
Gross margin was 84%, down from 84.8% due to a $2.1 million charge for excess Inspire IV subcomponents.
Operating expenses rose 15% to $185.7 million, driven by sales expansion, corporate costs, and accelerated stock-based compensation.
Operating loss was $3.3 million versus operating income of $5.1 million in prior year; net loss was $3.6 million versus net income of $9.8 million.
Total revenue for Q2 2025 was $217.1 million, up 11% from $195.9 million in Q2 2024.
U.S. revenue increased 10% to $207.2 million; international revenue grew 23% to $9.9 million.

MRK

Healthcare

Animal Health sales grew 11%, driven by livestock demand and aqua portfolio acquisition.
CAPVAXIVE sales were $129 million, driven by demand from retail and non-retail customers.
Earnings per share were $2.13 on a non-GAAP basis.
Excluding China, global growth was 7%, driven by oncology, Animal Health, and new products WINREVAIR and CAPVAXIVE.
GARDASIL sales declined by approximately $1.3 billion in China, reducing growth by 9 percentage points.
GARDASIL sales were $1.1 billion, down 55% primarily due to China; excluding China, sales declined 4%.
Gross margin was 82.2%, up 1.3 percentage points due to favorable product mix.
KEYTRUDA sales increased 9% to $8 billion, with growth in metastatic and earlier-stage cancers.
Merck reported Q2 2025 revenue of $15.8 billion, a 2% decrease nominally and excluding foreign exchange impact.
Operating expenses increased to $6.6 billion, including a $200 million charge related to a license agreement.
VAXNEUVANCE sales increased 20%, with U.S. growth partly due to CDC stockpile activity.
WELIREG sales increased 29% to $162 million, driven by use in advanced renal cell carcinoma.
WINREVAIR sales reached $336 million globally, with cumulative net sales exceeding $1 billion in 15 months.

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