Dafinchi AI

Nano-X Imaging Ltd.

NNOX

Healthcare

6d

Progress Toward 100 Nanox.ARC System Installations and Market Expansion

Nanox is on track to meet its goal of 100 system installations by the end of 2025, with over 20 systems currently operational and scanning patients.
The company has expanded its pipeline significantly, with a focus on U.S. small- and medium-sized clinics and several European countries including Romania and Greece.
A notable installation is at Keiser University, integrating Nanox.ARC into radiology education, which aims to train future radiologists early in their careers.
Nanox is developing a mobile imaging solution that will bring high-quality diagnostics directly to clinics via a traveling medical imaging vehicle, expanding access and revenue opportunities.

Nano-X Imaging Ltd.

NNOX

Healthcare

6d

Financial Performance Summary

AI solutions revenue remained flat at $0.1 million but continued to incur a gross loss of $2.0 million.
Gross loss on a GAAP basis was $3.2 million, slightly higher than $2.9 million in Q2 2024.
Imaging systems and OEM services revenue rose to $221,000 with a gross loss of $1.7 million.
Nanox reported a GAAP net loss of $14.7 million in Q2 2025, compared to $13.6 million in Q2 2024.
Non-GAAP gross loss margin increased to approximately 21% from 9% in the comparable period.
Operating expenses remained relatively stable with R&D at $4.8 million and sales and marketing expenses increasing to $1.2 million.
Revenue for Q2 2025 was $3.0 million, up from $2.7 million in the prior year period.
Teleradiology services revenue increased to $2.7 million with a gross profit margin of 18% on a GAAP basis.

Intellia Therapeutics, Inc.

NTLA

Healthcare

1w

Expansion of ATTR-CM Study and Its Strategic Implications

The expansion does not impact the previously projected enrollment timeline or cash runway, demonstrating operational efficiency and financial prudence.
The increased enrollment is expected to provide more definitive evidence of nex-z’s efficacy both as a monotherapy and in combination with stabilizers, which is a key market differentiator.
Management emphasizes that this strategic move aligns with their goal of multiple prospective launches by 2030, reinforcing their long-term market strategy.

NVAX

Healthcare

1w

Sanofi Partnership Milestone and Future Collaboration Opportunities

Novavax received a $175 million milestone payment from Sanofi following FDA approval of Nuvaxovid in the U.S. in Q2 2025.
The partnership with Sanofi now positions Sanofi to lead commercialization of Nuvaxovid in select global markets for the 2025-2026 season.
Novavax expects to receive additional milestones related to marketing authorization transfers in the U.S. and EU later in 2025 and in late 2026.
The collaboration includes potential royalties from new combination vaccines that include Novavax's COVID vaccine, expanding long-term revenue streams.
Management highlighted the strategic value of the multifaceted Sanofi agreement, including milestones and royalties, as a key growth driver.
Sanofi's comments on the potential of COVID-flu combo vaccines are seen as encouraging for future collaboration prospects.

AORT

Healthcare

1w

Progress and Market Potential of AMDS Launch

The U.S. launch of AMDS is progressing with positive early demand, including initial stocking orders and hospital approvals.
Approximately 75% of the volume is concentrated in the top 600 centers, with about 1,000 accounts capable of performing AMDS procedures.
Hospitals must complete IRB approval, VAC approval, and surgeon training before implanting AMDS, with ongoing progress in these steps.
Management highlighted the strong physician feedback and the device's potential to tap into a $150 million annual market with limited competition.
Cross-selling opportunities are emerging, with some surgeons adopting On-X valves after training on AMDS, indicating synergistic growth potential.

ZYXI

Healthcare

2w

FDA Submission and Anticipated Clearance of NiCO Laser Pulse Oximeter

Submitted to FDA in May 2025, with initial interactive review and expected additional questions in August.
Anticipated 6-month clearance process, likely around December 2025.
Technology addresses accuracy issues and pigmentation bias in LED pulse oximeters, validated by clinical studies at Duke University.
Potential to unlock a $1 billion market for noninvasive, instant bedside co-oximetry diagnostics.

Mirum Pharmaceuticals, Inc.

MIRM

Healthcare

1w

Pipeline Progress and Key Study Readouts in 2025-2026

Mirum's pipeline is advancing rapidly, with three pivotal studies expected to read out over the next 24 months, including the VISTAS Phase IIb study in PSC, with topline data expected in Q2 2026.
The VISTAS study is on track to complete enrollment this quarter, with interim analysis last year providing confidence in IBAT inhibition's potential in PSC.
Additional studies, VANTAGE in PBC and EXPAND in cholestatic pruritus, are progressing well, with enrollment expected to complete in 2026.
The company is also initiating a Phase II study of MRM-3379 for Fragile X syndrome, with FDA feedback received and enrollment planned to start by year-end.

RDNT

Healthcare

1w

Impact of TechLive Remote Screening Technology on Imaging Capacity

TechLive, FDA-cleared, enables remote scanning of MRI, CT, PET/CT, and ultrasound procedures, significantly improving operational efficiency.
In a pilot at 64 New York locations, TechLive reduced MRI room closures by 42% in Q2 2025 compared to Q2 2024.
Implementation of TechLive has expanded center operating hours, allowing for more procedures without additional staffing, with a potential capacity increase of up to 40% in busy centers.
The technology has demonstrated the ability to staff exam rooms more effectively, reducing closures and increasing patient throughput, especially in high-demand markets.
RadNet aims to connect over 300 systems with TechLive by early 2026, which could substantially increase advanced imaging capacity and revenue.

Bio-Rad Laboratories, Inc.

BIO

Healthcare

2w

Strategic Expansion and Development of Droplet Digital PCR (ddPCR) Portfolio

Completion of the development of the QX Continuum platform and successful acquisition of Stilla Technologies, adding new platforms and team members.
Launch of the rebranded QX700 Series ddPCR instruments synchronized with the Stilla acquisition, aimed at expanding the ddPCR portfolio.
Early positive customer feedback on the new ddPCR platforms, with plans to showcase innovations at the ddPCR World Conference in Seoul, Korea, in September.
Support for partners like Incyte and Genoscopy in bringing ddPCR technology to clinical markets, including FDA approval support and inclusion in NCCN guidelines.
Market expansion strategy to increase the number of ddPCR users, not just replacing existing platforms but broadening application scope.

Bio-Techne Corporation

TECH

Healthcare

1w

Strategic divestiture of Exosome Diagnostics to MDxHealth

Bio-Techne announced the divestiture of Exosome Diagnostics, including the ExoDx prostate test and clinical lab to MDxHealth.
Expected close in the first quarter of fiscal 2026.
Retains access to proprietary exosome technology used in ESR1 mutation kit for breast cancer recurrence.
Repositioning of portfolio to focus on core growth pillars and improve operating margin.

IDEXX Laboratories, Inc.

IDXX

Healthcare

2w

Rapid Adoption and Market Impact of IDEXX inVue Dx Platform

InVue Dx placements reached nearly 2,700 units globally by June 2025, exceeding initial expectations and leading to an increased placement forecast of 5,500 units for 2025.
Early customer feedback highlights the platform's workflow efficiency, rapid turnaround, and AI-powered diagnostic confidence.
InVue Dx is expected to support long-term recurring revenue growth, with upcoming launches like FNA for lumps and bumps.
Demand exceeds expectations, with high customer retention and strong demand for consumables, contributing to a 23% year-over-year increase in premium instrument placements.
The platform is reshaping point-of-care cytology testing, with a focus on high-quality, rapid results that support broader adoption in wellness and diagnostic workflows.