Dafinchi AI

NVST

Healthcare

Q2 core growth of 5.6%, aided by customer buy ahead of expected price and tariff increases.
Adjusted EPS of $0.26, up $0.15 YoY, supported by EBITDA growth and lower tax rate.
Strong broad-based growth across segments and geographies, with Equipment & Consumables up 7% and Specialty Products nearly 5%.

EXEL

Healthcare

U.S. cabozantinib net product revenues increased 19% YoY to $520 million in Q2 2025.
Growth driven solely by commercial demand with negligible clinical trial sales and gross-to-net headwinds.
Rapid uptake in new indications, including neuroendocrine tumors (NET), contributing approximately 4% of total revenue.
Leading market share in second-line plus NET segment with about 35% new patient share in Q2 2025.
European approval for NET indication received by partner Ipsen, expanding royalty streams.
Continued evaluation of revenue guidance as momentum builds in net launch and additional revenue opportunities.

CERS

Healthcare

Cerus reported Q2 2025 product revenue of $52.4 million, a 16% year-over-year increase.
First half 2025 product revenue increased 15% to $95.7 million compared to the same period in 2024.
IFC product revenue for Q2 was $5.6 million, up from $2 million in the prior year period.
Net loss was $5.7 million or $0.03 per share, essentially flat year-over-year.
Non-GAAP adjusted EBITDA was positive for the fifth consecutive quarter at $935,000.
North American product revenues increased 17% year-over-year; EMEA product revenues increased 21% year-over-year.
Operating expenses rose to $40.1 million from $33.9 million, driven by higher R&D and SG&A costs.
Product gross profit increased 17% to $29 million with gross margins stable at 55.2%.

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