Dafinchi AI

OrthoPediatrics Corp.

KIDS

Healthcare

1w

Rapid International Clinic Expansion into Ireland and California

First international clinic opened in Ireland, complementing existing implant business and expanding global footprint.
Announced multiple new clinics in the U.S., including California (Los Angeles), Dayton, Ohio, and Denver, Colorado.
International clinics now total over 40, surpassing the goal of 4 expansions in 2025.
International demand remains strong, especially in Europe and the Middle East, with new scoliosis markets abroad.
European EU MDR approval achieved through OP Canada, with more approvals expected in upcoming quarters.

OrthoPediatrics Corp.

KIDS

Healthcare

1w

Financial Performance Summary

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.

Allogene Therapeutics, Inc.

ALLO

Healthcare

5d

Streamlined ALPHA3 Study Enhances Patient Safety and Enrollment

Allogene has restructured the ALPHA3 trial into a 2-arm randomized study to improve safety and scalability, removing the FCA arm.
The protocol change was made in collaboration with the Data Safety Monitoring Board and FDA guidance, emphasizing agility and patient safety.
Over 50 sites are now active across the U.S. and Canada, with international expansion underway, supporting enrollment growth.
The company remains on track for a futility analysis in the first half of 2026, which will provide early efficacy signals.
Investors should note that the simplification of the study design is expected to boost investigator participation and patient enrollment.

Pediatrix Medical Group, Inc.

MD

Healthcare

1w

Impact of the Big Beautiful Bill on Pediatric and Neonatal Care in Non-Expansion States

Management expressed cautious optimism about the legislation's phased implementation, noting that 60% of their volume resides in non-expansion states.
They believe the bill's initial wording suggests minimal impact on their core patient populations—pregnant women and children—since it primarily targets other demographics.
Management highlighted the importance of legislative details yet to be announced, but they are actively engaging with policymakers to advocate for their interests.
The company’s confidence is based on the bill's focus on different population segments and their strategic positioning in non-expansion states, which may shield them from significant cuts.

LeMaitre Vascular, Inc.

LMAT

Healthcare

1w

International Artegraft Launch Surpasses Expectations

Q2 international Artegraft sales reached $420,000, up from $185,000 in Q1.
Full-year Artegraft sales expected to surpass $2 million.
Approval in multiple regions including U.S., EU, U.K., Australia, New Zealand, South Africa, Israel, Thailand, and Malaysia.
Additional approvals in Canada, Korea, and Singapore are likely in 2026.
European launch success driven by CE Mark and MDR progress, with upcoming approvals in Ireland or Germany.
Opening a RestoreFlow distribution facility in Dublin to support European launches.

Select Medical Holdings Corporation

SEM

Healthcare

2w

Recognition of Top-Ranked Rehabilitation Hospitals and Strategic Development Achievements

Eight hospitals recognized among the nation's best by U.S. News & World Report, with Kessler Institute for Rehabilitation ranked #4 for 33rd consecutive year.
Opened new facilities including a 12-bed hospital with UPMC in Pennsylvania, a neuro transitional care unit in Missouri, and expansions in Florida.
Plans to open multiple new hospitals in 2026 and 2027, including partnerships with Banner Health and Cox Health Systems, with a focus on high-demand markets.

BioCryst Pharmaceuticals, Inc.

BCRX

Healthcare

2w

Record-Breaking U.S. Launch Performance of ORLADEYO in Year 5

Q2 was the best quarter since approval for ORLADEYO in terms of revenue and new patient demand.
U.S. prescriptions increased over 10% compared to Q1 2021 and over 15% compared to Q1 2025.
Revenue exceeded expectations by over $22 million in Q2, with 45% YoY growth.
Demand driven by increased prescriber confidence, real-world evidence, and expanding patient segments, including normal C1 inhibitor patients.

Krystal Biotech, Inc.

KRYS

Healthcare

2w

Global Expansion of VYJUVEK with Regulatory Approvals in Japan and Europe

Japan's Ministry of Health, Labour and Welfare approved VYJUVEK with a broad label similar to Europe, including all DEB patients from birth with home administration options.
Japan launch expected before year-end, leveraging recent positive open-label extension data and initial clinician experience.
European launch in Germany and France scheduled for the second half of 2025, with over 500 identified patients in each country supported by key centers.
European launch will include comprehensive patient support programs for home and caregiver administration, supported by dedicated commercial teams.
European reimbursement process is ongoing, with early engagement indicating recognition of the unmet medical need and potential for steady multi-year growth.

PTC Therapeutics, Inc.

PTCT

Healthcare

1w

Sephience Approval and Launch Strategy for PKU

Sephience received EU approval in late June and FDA approval in the US for broad labeling for patients aged 1 month and above.
The company expects Sephience to become the standard of care for PKU, with a revenue opportunity exceeding $1 billion in the US.
European launch began in Germany in mid-July, leveraging early access mechanisms in other countries while pricing and reimbursement are being finalized.
Initial US launch is planned within two weeks, targeting 104 PKU centers that treat over 80% of US PKU patients.
The company is engaging payers with positive feedback, minimal restrictions, and plans to expand access in Japan and Brazil before year-end.

Encompass Health Corporation

EHC

Healthcare

1w

Strategic Expansion of New Hospitals and Bed Capacity Growth

Encompass Health plans to open 5 additional hospitals in 2025, including 4 de novos with 190 beds and a 50-bed freestanding satellite hospital.
Additional bed expansions include 30 to 50 beds in existing hospitals, driven by recent CON approvals and accelerated land purchases.
Production of a fully prefabricated hospital in Cleveland, Tennessee, will commence shortly, reflecting innovative construction methods.

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.