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Quantum-Si incorporated
QSI
2025 Q2
Healthcare
1w
Impact of NIH Funding and Capital Market Headwinds on Revenue
Second quarter revenue was $591,000, below expectations due to halt in capital purchases by U.S. academic labs.
Full impact of NIH funding uncertainties was felt in Q2, affecting capital sales.
Despite short-term headwinds, pharma and biotech segments show growth potential with increased funnel of opportunities.
Management emphasizes the importance of growing installed base for long-term value and consumable sales.
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Day One Biopharmaceuticals, Inc.
DAWN
2025 Q2
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.