Dafinchi AI

OGN

Healthcare

1w

Impact of Loss of Exclusivity (LOE) of Atozet in Europe on Revenue

LOE of Atozet in September 2024 caused a $60 million impact in Q2 2025, contributing to a 1% revenue decline at constant currency.
Year-to-date, LOE has impacted revenue by approximately $120 million, about two-thirds of the full-year estimate.
Mitigation expected in Q4 as the company laps the LOE of Atozet in Europe.

Sotera Health Company

SHC

Healthcare

1w

Financial Performance Summary

Adjusted EBITDA increased 9.8% to $151 million with margins expanding 156 basis points to 51.2%.
GAAP net income was $8 million or $0.03 per share, impacted by a $34 million settlement; adjusted EPS improved to $0.20 from $0.19 in Q2 2024.
Nelson Labs revenue declined 3.3% to $57 million but segment income rose 13.9% with margin expansion of over 500 basis points.
Nordion revenue increased 2.9% to $42 million but segment margin declined 145 basis points due to supplier mix timing.
Sotera Health reported Q2 2025 revenues of $294 million, up 6.4% year-over-year, or 6% on a constant currency basis.
Sterigenics revenue grew 10.5% to $195 million driven by volume/mix and pricing gains.

MannKind Corporation

MNKD

Healthcare

1w

Financial Performance Summary

Afrezza net revenues increased 13% to $18 million in Q2, driven by growth in new and recurring prescriptions.
Collaboration and services revenue declined 12% to $23 million due to timing of manufacturing and one-time items.
Q2 2025 revenues reached $77 million, a 6% increase over Q2 2024, with year-to-date revenues of $155 million, up 12% from 2024.
The company ended Q2 with a strong cash position of $201 million and secured up to $500 million in nondilutive capital from Blackstone.
Tyvaso DPI royalties grew 22% year-over-year to $31 million in Q2, contributing significantly to revenue growth.
V-Go net revenue decreased 8% to approximately $4 million, reflecting lower product demand and lack of active promotion.

SIBN

Healthcare

1w

Financial Performance Summary

Adjusted EBITDA was positive $1 million for the quarter, marking the third consecutive quarter of positive adjusted EBITDA.
Gross profit increased by $7.2 million or 22.9% to $38.8 million, with gross margin expanding by 80 basis points to 79.8%.
International revenue was $2.2 million, impacted by later-than-expected regulatory clearance for TORQ in Europe.
Net loss narrowed to $6.2 million or $0.14 per diluted share from $8.9 million or $0.22 per diluted share in the prior year.
Operating expenses rose 10% to $45.8 million, mainly due to growth investments, higher commissions, and elevated G&A spending.
SI-BONE reported worldwide revenue of $48.6 million for Q2 2025, representing 21.7% growth year-over-year.
The company achieved cash flow breakeven in Q2 2025, an important milestone reached ahead of schedule.
Trailing 12-month adjusted EBITDA was positive $3.1 million compared to a loss of $15.4 million in the prior year period.
U.S. revenue, which accounts for 95% of the business, grew 22.8% driven by a 25% increase in procedure volumes.

Day One Biopharmaceuticals, Inc.

DAWN

Healthcare

1w

OJEMDA 12-Month Revenue Exceeds Expectations

OJEMDA has generated $113.1 million in net revenue over the past 12 months, surpassing initial expectations.
The company reports strong commercial momentum, physician adoption, and patient demand.
Ongoing growth driven by deepening prescriber adoption and payer coverage.

EOLS

Healthcare

1w

Financial Performance Summary

Cash balance ended at $61.7 million, down from $67.9 million in Q1, mainly due to inventory purchases ahead of tariffs.
Evolus reported Q2 2025 global net revenue of $69.4 million, a 4% increase over Q2 2024, driven by the successful launch of Evolysse and international growth.
GAAP operating expenses decreased to $55.5 million from $61.8 million in Q1, while non-GAAP operating expenses increased slightly to $54 million from $52.9 million.
Non-GAAP operating loss was $7.9 million compared to non-GAAP operating income of $1.1 million in Q2 2024.
Reported gross margin was 65.3%, adjusted gross margin was 66.5%, impacted by higher international sales mix and introductory pricing for Evolysse.
Toxin revenue was $59.7 million and HA gels revenue was $9.7 million in Q2 2025.

OABI

Healthcare

1w

Financial Performance Summary

A $3 million gain was recorded from the sale of the Kv7 asset to Angelini Pharma, partially offset by an increase in CBR liability.
Cash balance at quarter-end was $41.6 million with $2 million cash used during the quarter.
Net loss for Q2 2025 was $15.9 million or $0.15 per share, compared to a net loss of $13.6 million or $0.13 per share in Q2 2024.
OmniAb reported Q2 2025 revenue of $3.9 million, down from $7.6 million in Q2 2024, primarily due to lower milestone achievements and service revenue declines.
Operating expenses decreased to $20.1 million from $23.9 million year-over-year, driven by reductions in R&D and G&A expenses.