Dafinchi AI

RXST

Healthcare

Cash and equivalents ended at $227.5 million, down slightly from $229.3 million at the end of Q1 2025.
GAAP net loss was $11.8 million or $0.29 per share, compared to a $6.1 million loss in Q2 2024.
Gross margin improved to 74.9% from 69.5% a year ago, driven by a higher mix of LAL sales.
LAL revenue was $27 million, up 13% year-over-year but down 1% sequentially, representing 80% of total revenue.
LDD revenue was $5.1 million, down 50% year-over-year and 45% sequentially, with 40 units sold in Q2 2025.
Non-GAAP net loss was $3.2 million or $0.08 per share after excluding $8.5 million in stock-based compensation.
R&D expenses rose 23% year-over-year to $10.2 million, reflecting increased salaries and stock-based compensation.
RxSight reported Q2 2025 revenue of $33.6 million, down 4% year-over-year and 11% sequentially.
SG&A expenses increased 19% year-over-year to $29 million due to higher personnel costs and stock-based compensation.

ARVN

Healthcare

Arvinas reported $22.4 million in revenue for Q2 2025, down from $76.5 million in Q2 2024, primarily due to the completion of the Novartis License and Asset Agreements by end of 2024 and reduced Pfizer collaboration revenue.
Cash, cash equivalents, and marketable securities totaled approximately $861.2 million at quarter-end, down from $1.04 billion at the end of 2024, with a cash runway extended into the second half of 2028.
General and administrative expenses decreased to $25.3 million from $31.3 million year-over-year, driven by lower personnel and infrastructure costs.
Research and development expenses declined to $68.6 million from $93.7 million, reflecting reprioritization of programs and workforce reduction, partially offset by increased spending on LRRK2 and KRAS programs.
Restructuring costs of $7.4 million were incurred, mainly employee-related, with a $6.4 million reversal of non-cash stock compensation and bonus expenses.

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