Dafinchi AI

10x Genomics, Inc.

TXG

Healthcare

1w

Strategic Patent Settlement and Its Financial Impact

The company settled worldwide patent litigation with Bruker on favorable terms, recognizing a $68 million upfront payment.
Excluding the settlement-related revenue, Q2 revenue was $146 million, indicating the settlement's influence on financials.
The settlement included a significant gain of approximately $41 million recognized as part of the revenue, impacting operating income and net income positively.

LeMaitre Vascular, Inc.

LMAT

Healthcare

1w

Financial Performance Summary

Cash and securities ended at $319.5 million, up $17 million for the quarter, with record cash from operations of $20.3 million.
Gross margin improved to 70%, up 110 basis points from the prior year, supported by higher average selling prices, manufacturing efficiencies, and favorable product mix.
Net income increased 17% to $13.8 million, and fully diluted EPS grew 16% to $0.60.
Operating income rose 12% to $16.1 million, with an operating margin of 25%.
Q2 2025 sales increased 15% year-over-year, driven by strong growth in catheters (27%), grafts (19%), Valvulotomes and Chunnt (both 13%).

Arrowhead Pharmaceuticals, Inc.

ARWR

Healthcare

1w

Financial Performance Summary

Cash and investments totaled $900.4 million as of June 30, 2025, with 138.1 million common shares outstanding.
Net loss for Q3 2025 was $175.2 million or $1.26 per share, compared to a net loss of $170.8 million or $1.38 per share in Q3 2024.
Operating expenses increased to $193.3 million from $176.1 million year-over-year, driven by higher R&D and SG&A costs.
Post-quarter events include a $100 million milestone payment from Sarepta and a $130 million upfront payment from Sanofi for Greater China rights to plozasiran.
Revenue for the quarter was $27.8 million, primarily from the license and collaboration agreement with Sarepta.

Theravance Biopharma, Inc.

TBPH

Healthcare

6d

Financial Performance Summary

Cash position remained strong at approximately $340 million with near cash-neutral operations and expected $27 million in taxes related to the TRELEGY sale accrued in Q2.
Collaboration revenue grew 31% year-over-year, driven by YUPELRI sales growth and improved profit margins.
Non-GAAP losses improved to $4.2 million compared to $6.3 million in the prior year, excluding onetime items.
The company recognized a $7.5 million milestone payment following YUPELRI's regulatory approval in China.
Theravance Biopharma reported strong Q2 2025 financial results with YUPELRI net sales reaching approximately $66 million, a 22% year-over-year increase, marking the highest Q2 sales since launch.
Theravance completed the $225 million sale of its remaining TRELEGY royalty interest to GSK, recognizing $75 million of other income and strengthening the balance sheet.

Kura Oncology, Inc.

KURA

Healthcare

1w

Financial Performance Summary

As of June 30, 2025, Kura had $630.7 million in cash, cash equivalents, and short-term investments, down from $727.4 million at the end of 2024.
Cash runway is expected to fund operations into 2027, with additional collaboration milestones potentially extending resources.
General and administrative expenses rose to $25.2 million in Q2 2025 from $16.7 million in Q2 2024, mainly due to pre-commercial activities.
Kura reported collaboration revenue of $15.3 million in Q2 2025 from its Kyowa Kirin partnership, compared to no revenue in Q2 2024.
Net loss widened to $66.1 million in Q2 2025 from $50.8 million in Q2 2024, including noncash share-based compensation expense of $6.9 million.
R&D expenses increased to $62.8 million in Q2 2025 from $39.7 million in Q2 2024, driven by ziftomenib combination clinical trials.

Definitive Healthcare Corp.

DH

Healthcare

1w

Financial Performance Summary

Adjusted EBITDA was $18.7 million, representing a 31% margin, also above guidance despite a year-over-year decline.
Adjusted gross profit was $50 million, down 6% year-over-year, with an 82% gross margin.
Adjusted net income was $9.7 million, or $0.07 per share, exceeding expectations.
Definitive Healthcare reported Q2 2025 revenue of $60.8 million, down 5% year-over-year but above the high end of guidance.
Subscription revenue declined 6%, partially offset by a 46% increase in professional services revenue.
The company generated $11.5 million in unlevered free cash flow in Q2 and $57 million on a trailing 12-month basis.
The company repurchased approximately 6 million shares for $19 million, with $58 million remaining under authorization.

CDXS

Healthcare

5d

Financial Performance Summary

Operating loss for Q2 2025 was $13.3 million, nearly half of the $23.8 million loss in Q2 2024.
Product gross margin improved significantly to 72% in Q2 2025 from 45% in Q2 2024 due to sales shifts to more profitable products.
Q2 2025 revenue was $15.3 million, up from $8 million in Q2 2024, driven by Pharma Biocatalysis customer manufacturing schedules and clinical trial progression.
Research and development expenses increased to $13.8 million from $11.4 million, mainly due to higher headcount and reclassification of employees.
Revenue variability expected to continue short term due to lumpiness in Pharma Biocatalysis orders but will be mitigated as ECO revenues grow.
Selling, general and administrative expenses decreased to $12.39 million from $15.7 million, driven by lower stock-based compensation, legal expenses, and outside services.
Strong cash position with $66.3 million in cash, cash equivalents, and investments, expected to fund operations through Q1 2027.

Allogene Therapeutics, Inc.

ALLO

Healthcare

5d

Financial Performance Summary

2025 cash burn is expected to be approximately $150 million with full-year GAAP operating expenses around $230 million.
Cash, cash equivalents, and investments totaled $302.6 million as of June 30, 2025.
Cash runway extends into the second half of 2027, supporting ongoing operations and clinical trials.
Financial guidance excludes any impact from potential business development activities.
G&A expenses for Q2 2025 were $14.3 million, including $6.1 million in noncash stock-based compensation.
Net loss for Q2 2025 was $50.9 million or $0.23 per share, including $8.7 million noncash stock-based compensation and $2.4 million impairment charges.
R&D expenses for Q2 2025 were $40.2 million, including $2.6 million in noncash stock-based compensation.

Medpace Holdings, Inc.

MEDP

Healthcare

3w

Financial Performance Summary

Cash flow from operations was $148.5 million, and net days sales outstanding was negative 65 days.
EBITDA for Q2 was $130.5 million, up 16.2% year-over-year, with a margin of 21.6%.
Ending backlog was approximately $2.9 billion, down 1.8% year-over-year.
Net income was $90.3 million, a 2.2% increase from the prior year, with diluted EPS of $3.10.
Net new business awards entering backlog increased 12.6% to $620.5 million, with a book-to-bill ratio of 1.03x.
Revenue for Q2 2025 was $603.3 million, a 14.2% year-over-year increase.
Share repurchases totaled 1.75 million shares for $518.5 million in Q2, with $826.3 million remaining under authorization.

VTRS

Healthcare

1w

Financial Performance Summary

Adjusted gross margin was 56.6%, impacted by Indore and price regulations in Japan.
Emerging markets grew about 1%, driven by Turkey, emerging Asia, and stabilization in Korea.
Europe grew about 2% with brands up 3%, led by EpiPen, CREON, and Brufen.
Excluding the $160 million impact from the Indore facility, operational revenue grew approximately 3%.
Free cash flow was $167 million, or $241 million excluding transaction-related costs.
Greater China showed strong 9% growth, benefiting from proactive patient choice and timing of customer purchasing.
North America declined 11% mainly due to the Indore impact and competition on Wixela.
Operating expenses decreased due to cost-saving initiatives, primarily in SG&A.
Viatris reported total revenues of $3.58 billion for Q2 2025, down approximately 2% year-over-year.
Year-to-date share repurchases totaled $350 million, with over $630 million returned to shareholders including dividends.

Inovio Pharmaceuticals, Inc.

INO

Healthcare

5d

Financial Performance Summary

Cash, cash equivalents, and short-term investments totaled $47.5 million at the end of Q2 2025, down from $94.1 million at the end of 2024.
Cash runway is projected into Q2 2026, including the recent capital raise and estimated $22 million net cash burn for Q3 2025.
Net loss for Q2 2025 dropped 27% to $23.5 million from $32.2 million in Q2 2024.
Net loss per share decreased 49% to $0.61 in Q2 2025 from $1.19 in Q2 2024.
Operating expenses decreased by 31% year-over-year to $23.1 million in Q2 2025 from $33.3 million in Q2 2024.
Raised approximately $22.5 million net proceeds from a public offering in July 2025.