In today’s briefing:
- A Review of Our IPO Calls in 2025
- AstraZeneca: An Insight Into The Growth Potential Of Imfinzi
- Becton Dickinson: Pharmaceutical Systems & Core Medical Consumables as Durable Growth Anchors!
- Bristol-Myers Squibb Just Got Crucial FDA Backing On Alzheimer’s Psychosis Program; What’s NEXT?
- Repligen Corporation Roars Back in China—Will This Unlock Its Next Growth Wave?
- Thermo Fisher Scientific: Could Its New Sanofi Site Supercharge America’s Drug Supply Chain?
A Review of Our IPO Calls in 2025
- In this insight, we review our IPO calls in 2025. The accuracy rate of our calls on the IPOs this year was 64%.
- The overall sentiment on IPOs in Korea have improved in the second half of this year, paying the way for some completions of major IPOs in Korea in 2026.
- LG CNS and Seoul Guarantee Insurance were two of the largest IPOs in Korea in 2025. Some of the best performing IPOs in Korea in 2025 include Nota and AimedBio.
AstraZeneca: An Insight Into The Growth Potential Of Imfinzi
- AstraZeneca’s recent earnings report for the first nine months and Q3 2025 underscores the company’s ongoing momentum and commitment to innovation within its pharmaceutical pipeline.
- Total revenue increased by 11%, driven by robust demand for its innovative medicines.
- The company reported core EPS growth of 15%, signaling strong operational performance.
Becton Dickinson: Pharmaceutical Systems & Core Medical Consumables as Durable Growth Anchors!
- Becton, Dickinson and Company (BD) reported its fourth-quarter and full-year fiscal 2025 results with several notable highlights and challenges, providing insights into its financial performance and future strategy.
- On the positive side, BD’s fourth-quarter revenue increased to $5.9 billion, a 7% year-over-year increase, and a 3.9% organic growth.
- For the full year, BD achieved a record revenue of $21.8 billion, marking a 7.7% increase, with a 2.9% organic growth.
Bristol-Myers Squibb Just Got Crucial FDA Backing On Alzheimer’s Psychosis Program; What’s NEXT?
- Bristol-Myers Squibb Co. reported its third-quarter 2025 financial results, highlighting strong performance across its growth portfolio and maintaining focus on its long-term growth strategy.
- The company’s revenue reached approximately $12.2 billion, driven by a 17% increase in sales from its growth portfolio, which includes key drugs such as Opdivo, Reblozyl, Camzyos, and Breyanzi.
- Given these strong results, Bristol-Myers Squibb has raised its full-year revenue guidance, highlighting confidence in its current portfolio.
Repligen Corporation Roars Back in China—Will This Unlock Its Next Growth Wave?
- Repligen Corporation reported robust financial performance for the third quarter of 2025, demonstrating strong organic growth across its business segments.
- The company’s revenue reached $189 million, marking a 22% year-over-year increase, with organic growth excluding acquisitions and currency impacts standing at a healthy 18%.
- This impressive growth can be attributed to broad-based strength across all franchises and geographies, with every segment experiencing double-digit growth.
Thermo Fisher Scientific: Could Its New Sanofi Site Supercharge America’s Drug Supply Chain?
- Thermo Fisher Scientific reported a solid third-quarter performance for 2025, demonstrating effective operational execution and strategic management.
- The company’s revenue increased by 5% to $11.12 billion, with an organic growth of 3%.
- Adjusted operating income rose by 9% to $2.59 billion, and adjusted EPS grew by 10% to $5.79 per share.
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