Dafinchi AI

LNTH

Healthcare

Adjusted net income was $110.6 million, down 12.8%, with adjusted EPS of $1.57, also down 12.8%.
Gross profit margin decreased by 80 basis points to 67.6%, mainly due to unfavorable pricing impacts.
Operating cash flow was $87.1 million, up $2.4 million year-over-year; free cash flow increased by $5.6 million to $79.1 million.
Operating expenses increased by 227 basis points to 27.2% of net revenue, reflecting investments in growth initiatives.
Operating profit declined 10.8% to $152.6 million.
Precision Diagnostics revenue increased 3.3% to $115.8 million, driven by DEFINITY sales up 7.5%.
Radiopharmaceutical oncology segment, primarily PYLARIFY, generated $250.6 million in sales, down 8.3%.
Second quarter 2025 consolidated net revenue was $378 million, down 4.1% year-over-year.
The company repurchased $100 million of shares during the quarter and completed the Evergreen acquisition for approximately $226 million net of cash.
U.S. volumes for PYLARIFY increased 2% year-over-year and over 4% sequentially but were below expectations.

DNA

Healthcare

Adjusted EBITDA improved significantly to negative $28 million in Q2 2025 from negative $99 million in Q2 2024, a 72% improvement.
Biosecurity revenue was $10 million in Q2 2025 with a segment gross margin of 18%, excluding stock-based compensation.
Cash burn decreased to $38 million in Q2 2025 from $110 million in Q2 2024, driven by restructuring efforts.
Cell Engineering revenue was $39 million in Q2 2025, up 8% year-over-year, supporting 120 revenue-generating programs, a 10% increase.
R&D and G&A expenses in Cell Engineering decreased by 63% and 57% respectively compared to Q2 2024 due to restructuring.

ALLO

Healthcare

2025 cash burn is expected to be approximately $150 million with full-year GAAP operating expenses around $230 million.
Cash, cash equivalents, and investments totaled $302.6 million as of June 30, 2025.
Cash runway extends into the second half of 2027, supporting ongoing operations and clinical trials.
Financial guidance excludes any impact from potential business development activities.
G&A expenses for Q2 2025 were $14.3 million, including $6.1 million in noncash stock-based compensation.
Net loss for Q2 2025 was $50.9 million or $0.23 per share, including $8.7 million noncash stock-based compensation and $2.4 million impairment charges.
R&D expenses for Q2 2025 were $40.2 million, including $2.6 million in noncash stock-based compensation.

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