Dafinchi AI

KIDS

Healthcare

Adjusted EBITDA improved 50% to $4.1 million from $2.6 million in Q2 2024.
Cash and equivalents totaled $72.2 million at quarter-end, with a $25 million drawdown on the credit line in June.
Gross profit margin declined to 72% from 77% due to higher 7D growth and increased international set sales, which have lower margins.
Non-GAAP net loss per share improved to $0.11 from $0.23 in the prior year period.
Operating expenses rose 18% to $54.7 million, driven by $3 million restructuring charges, higher stock compensation, and personnel costs supporting growth.
OrthoPediatrics reported Q2 2025 revenue of $61.1 million, up 16% year-over-year, driven by strong growth in Trauma and Deformity (T&D), Scoliosis, and OPSB segments.
U.S. revenue increased 17% to $48.1 million, representing 79% of total revenue; international revenue grew 12% to $12.9 million.

GILD

Healthcare

Cell therapy sales declined 7% year-over-year to $485 million, impacted by competitive headwinds but showed 5% sequential growth.
Gilead reported base business sales of $6.9 billion, up 4% year-over-year, driven by strong growth in Biktarvy, Descovy, Livdelzi, and Trodelvy.
HIV sales grew 7% year-over-year to $5.1 billion, with Biktarvy up 9% and Descovy up 35%, marking Descovy's strongest quarter ever.
Non-GAAP diluted EPS was $2.01 for the quarter, with operating margin at 46% (47% excluding acquired IPR&D).
Total product sales were $7.1 billion, a 2% increase year-over-year, with Veklury sales declining 44% due to fewer COVID-19 hospitalizations.
Trodelvy sales increased 14% year-over-year to $364 million, supported by metastatic breast cancer indications.

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