Dafinchi AI

QGEN

Healthcare

1w

QIAstat Growth Driven by Respiratory and GI Panels Expansion

QIAstat experienced 41% CER growth, driven primarily by respiratory panels, which constitute over 70% of the syndromic testing market.
The growth was supported by strong instrument placements, exceeding the quarterly goal of 150 systems, especially in North America and Europe.
New mini panels for outpatient settings contributed to addressing reimbursement challenges and expanding the market footprint.
The company reported that more systems were placed in North America in H1 2025 than in all of 2024, indicating accelerating momentum.
The growth is attributed to both assay portfolio strength and successful instrument placements, with no influence from companion diagnostics.

Neurocrine Biosciences, Inc.

NBIX

Healthcare

2w

Financial Performance Summary

CRENESSITY sales grew from $15 million in Q1 2025 to $53 million in Q2 2025, reflecting strong early adoption.
Gross to net was impacted by contracting and co-pay assistance programs, particularly for INGREZZA.
INGREZZA delivered $624 million in Q2 sales, with 15% sequential growth and 8% year-over-year growth.
INGREZZA saw record new patient starts and total prescriptions, with prescription market share gains in the first half of 2025.
Neurocrine Biosciences reported $682 million in net product sales during Q2 2025, representing 17% year-over-year growth.
Over 75% of CRENESSITY dispensed prescriptions were reimbursed in Q2 2025.
There was a $5 million inventory build in the quarter reflecting channel growth for CRENESSITY.

Integer Holdings Corporation

ITGR

Healthcare

3w

Strong Q2 Organic Growth Driven by New Product Launches and Capacity Expansion

Q2 sales increased 11% YoY, driven by new product ramps and capacity expansion at the New Ross facility.
The strong Q2 performance was partly due to demand shifting from Q3 into Q2, and execution of increased demand.
Management expects full-year organic growth of 6-8%, slightly above market growth estimates, supported by backlog and visibility.

Amneal Pharmaceuticals, Inc.

AMRX

Healthcare

1w

Strong Performance and Growth Outlook for 2025

Reported Q2 revenues of $720 million and adjusted EBITDA of $184 million, with confidence in raising 2025 guidance.
Emphasized diversified portfolio and multiple growth drivers including new product launches, complex medicines, biosimilars, and strategic partnerships.
Projected continued growth with a focus on innovative and affordable medicines, aiming to be America's #1 affordable medicines company.

Evolent Health, Inc.

EVH

Healthcare

1w

Financial Performance Summary

Cash used in operations was $26 million, influenced by performance reconciliations and a collection slowdown, with $24 million catch-up payments received post-quarter.
Normalized oncology trend for Q2 was approximately 10.5%, modestly below the initial forecast of 12% for the year.
Prior year claims development provided a favorable $11.7 million impact, partially offset by $4.6 million in revenue updates, netting a $7.1 million benefit.
Q2 adjusted EBITDA was $37.5 million, in the top half of the guided range, driven by strong results across Technology and Services and Performance Suite.
Q2 revenue was $444 million, $11 million below the midpoint of guidance, mainly due to lower 2024 revenue and go-live timing delays.
Unrestricted cash ended at $151 million at quarter-end.

SIBN

Healthcare

1w

International Launch of iFuse TORQ in Europe Accelerates Growth Potential

Received regulatory approval in June to launch iFuse TORQ in Europe, with initial cases completed in July.
Early positive reception from surgeons and interventionalists suggests strong future demand.
Expect TORQ to significantly boost international revenue growth in 2026 and beyond, with a slow start in Q4 due to later-than-expected approval.

Quantum-Si incorporated

QSI

Healthcare

1w

Financial Performance Summary

Cash, cash equivalents, and marketable securities totaled $214.2 million as of June 30, 2025, with an additional $50 million raised in a July registered direct offering.
Dividend and interest income declined to $2.3 million in Q2 2025 from $2.9 million in Q2 2024, reflecting lower interest rates and invested balances.
GAAP total operating expenses for Q2 2025 were $30.5 million, up from $26.8 million in Q2 2024; adjusted operating expenses were $23.8 million, slightly down from $24.4 million.
Gross profit for Q2 2025 was $351,000 with a gross margin of 59%, including a 13% benefit from low or no value inventory utilization.
Q2 2025 revenue was $591,000, primarily from Platinum instruments, consumable kits, and related services, below expectations due to capital sales headwinds.
The company expects runway into Q2 2028 based on current cash and capital raise.

OraSure Technologies, Inc.

OSUR

Healthcare

1w

Financial Performance Summary

Diagnostics revenue grew 3% year-over-year to $19.2 million, while Sample Management Solutions revenue declined 22% due to a large consumer genetics customer.
Ended Q2 with zero debt and $235 million in cash and equivalents.
Excluding the consumer genetics customer, Sample Management revenue grew year-over-year, resulting in an overall 5% core revenue growth.
GAAP gross margin was 42.1% and non-GAAP gross margin was 43.2%, both better than expectations.
GAAP operating loss was $18 million and non-GAAP operating loss was $13.2 million.
Operating cash flow was negative $10 million, consistent with investments in innovation and clinical trials.
Total revenue for Q2 2025 was $31.2 million, with core revenue at $30.8 million, above the midpoint of guidance.

Pulmonx Corporation

LUNG

Healthcare

2w

International Market Expansion and Growth Strategy

International revenue reached a record $9.1 million in Q2 2025, a 32% increase year-over-year, driven by Europe and Asia.
The company emphasizes the success of foundational investments in education, market development, and pathway creation, which are scaling effectively.
Long-term growth is supported by initiatives like peer-to-peer education, regional multidisciplinary emphysema boards, and physician engagement.
International growth is expected to be more moderate in the second half, with a focus on sustaining momentum in direct markets.