Smartkarma Daily Briefs

• KRX BBIG Sept review: Mother index BBIG, four kids. Only Bio (adds: Peptron, PharmaResearch; deletes: Hanmi Pharm, SK Bioscience) and Game saw changes. Battery, Internet unchanged.
• Game’s tiny AUM won’t move flows; Bio may see meaningful passive impact. Index AUM ~20B KRW: additions ~0.2x DTV inflow, deletions ~0.3–0.4x DTV outflow.
• Clean trade setup: index flying under radar, seemingly no pre-positioning. PharmaResearch seems to have moved solo. Thursday likely sees strong ETF-driven price action; enter late morning pullback, exit before close.

• Premier Inc, a healthcare group purchasing and technology company, has recently become the subject of acquisition interest from private equity firm Patient Square Capital.
• Founded by former KKR executive Jim Momtazee, Patient Square is exploring a potential deal to take Premier private, according to reports.
• Discussions are still at an early stage with no certainty that a transaction will occur, but financing efforts are underway.

Key points (machine generated)

• QuidelOrtho is undervalued, trading over 50% lower than peers due to transitory challenges.
• Challenges include normalization of COVID-19 revenue, poor post-merger integration, and leadership issues.
• Market confidence was harmed by the delayed Savanna product launch and investor concerns over tariffs.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• HCA Healthcare’s latest financial results for the second quarter of 2025 demonstrated robust performance, characterized by a notable 24% increase in diluted earnings per share as adjusted.
• The revenue growth of 6.4% was a key highlight, driven by a mixture of increased service demand, an improved payer mix, and stable patient acuity levels.
• From an operational standpoint, HCA Healthcare experienced a stable environment that contributed to enhanced margins.

• Pharmaessentia Corp (6446 TT) reported strong financial performance for 2Q25, with revenue increasing 56% YoY and operating profit growing 150% YoY. Quarterly revenue hit new highs for nine consecutive quarters.
• Despite significant expansion of the U.S. and Japan commercial teams, operating expenses rose modestly by 32% YoY and 15% QoQ to NT$2.1B due to tight cost control and scale expansion.
• Geography and indication expansion of Besremi, and pipeline progress will remain growth engines. Potential BLA submission of Besremi for ET and Besremi pen launch in 2025 are the near-term catalysts.

• Revelation Biosciences is a life sciences company whose development of immunologic-based therapies is based on the well-established biology of phosphorylated hexaacyl disaccharide (PHAD) and its effect on the innate immune system.
• The company announced test results for its Gemini product that were so good the Primary Investigator called them “shocking.” This bodes well for the future of REVB as it looks toward commercialization.

• This “high input, low output” model has led 160 Health into a profit predicament when its revenue failed to grow in tandem.The turnaround from losses to profits is far away.
• 160 Health operates as a distributor, but VBP has shifted more procurement activities to direct transactions between hospitals and manufacturers, thereby reducing pricing flexibility for intermediaries such as 160 Health.
• Valuation of 160 Health should be lower than PAGD, JD Health, Alibaba health, who have turned losses into profits and established mature business foundation and model, but higher than ClouDr.

• Telomir Pharmaceuticals is a preclinical stage company focused on reversing biological aging and degenerative diseases.
• The company released test results that showed the company’s primary treatment, Telomir-1, showed the ability to reverse the suppression of a master tumor suppressor gene that is silenced in many aggressive cancers.
• This continues the exciting preclinical data that should lead to clinical trials in the near future.

• High Tide Inc. (HITI) engages in the distribution and sale of cannabis and cannabis-related products.
• The company’s bricks-and-mortar footprint in Canada spans 200+ stores (branded Canna Cabana) across five provinces (Alberta, Ontario, Saskatchewan, Manitoba and British Columbia).
• In addition, High Tide manufactures and distributes CBD and consumption accessories through e-commerce platforms, and provides data analytics services.

• LB Pharmaceuticals (LBRX US) launched on Monday (9/8) for a quick Thursday (9/11) debut. 
• Deep Track (19.9%), Vida Ventures (16.0%), Pontifax (12.0%) and TCG Crossover (12.0%) are all stakeholders in this company.
• The abbreviated roadshow and the insider-driven nature of this biotech IPO suggest it will involve only a limited number of participants.