
In today’s briefing:
- Intuitive Surgical: Procedure Growth & Market Expansion to Strengthen Its Market Position!
- Quest Diagnostics: Investment in Technology & Data Management For A Competitive Edge!
- China Healthcare Weekly (Apr.27)- Flaws Behind BeiGene’s Breakeven, Fosun Increased Stake in Henlius

Intuitive Surgical: Procedure Growth & Market Expansion to Strengthen Its Market Position!
- Intuitive Surgical Inc.’s recent earnings reveal a mixed performance with both strengths and challenges.
- Positively, the company reported strong operational outcomes in the first quarter of 2025.
- Da Vinci procedures saw a substantial 17% growth, driven predominantly by robust performances in general surgery across the US and certain international markets, such as India and Korea.
Quest Diagnostics: Investment in Technology & Data Management For A Competitive Edge!
- Quest Diagnostics reported strong results for the first quarter of 2025 with a 12% increase in revenues, primarily driven by acquisitions, organic growth, and increased demand for advanced diagnostics.
- The company’s strategy, focused on expanding its advanced diagnostics portfolio in key clinical areas and increasing automation and AI usage, appears to be paying dividends, as evidenced by the robust revenue growth in its physician and hospital channels.
- Baptista Research looks to evaluate the different factors that could influence the company’s price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.
China Healthcare Weekly (Apr.27)- Flaws Behind BeiGene’s Breakeven, Fosun Increased Stake in Henlius
- The rise of innovative drugs in China is actually in line with the interests of large pharmaceutical companies and MNCs. The only ones get “hurt” are small overseas startups/small biotech.
- BeiGene’s turnaround from losses to profits has entered the countdown.However, investors may not be happy with the net profit margin brought by single revenue driver Brukinsa based on our calculation.
- Fosun has increased its stake in Henlius by acquiring additional shares at HK$24.6/share, bringing its total ownership to 63.43%.This sends positive signals. A falling stock price is a buying opportunity.