Daily Brief Health Care: Cooper Cos, Immix Biopharma Inc, Agilent Technologies, Omada Health, PolyPid , Veeva Systems Inc Class A and more

• Cooper Companies delivered a solid second quarter fiscal performance for 2025, exhibiting a 7% organic growth in consolidated revenues, driven primarily by robust expansions in its CooperVision and CooperSurgical segments.
• CooperVision’s revenue reached $670 million, showcasing a 7% organic growth, while CooperSurgical posted revenues of $333 million with similar organic growth.
• The performance was notably buoyed by double-digit growth in key product lines such as daily silicone hydrogel lenses and the office and surgical portfolio.

Following Immix’s update at the 61st annual American Society of Clinical Oncology conference (ASCO 2025), the company hosted a key opinion leader (KOL) event, which showcased the potential of NXC-201 as an effective treatment option to address the unmet need for patients with relapsed/refractory amyloid light chain amyloidosis (r/r ALA). NXC-201 is the only CAR-T therapy in development for ALA, to our knowledge, offering a glimmer of hope to a patient population that currently only has limited treatment options and for which there are no FDA-approved drugs. The KOLs (three US-based physicians) expressed a willingness to treat patients who do not respond to first-line ALA treatment and those ineligible for stem cell transplants with NXC-201, based on the encouraging clinical data to date. The latest clinical update (NEXICART-2 data presented at ASCO 2025) showed a complete response (CR) rate of 70%, with an attractive safety profile, consistent with prior clinical readouts.

• Agilent Technologies, Inc. reported its second quarter of fiscal year 2025 results with a strong performance, achieving revenue of $1.67 billion, marking a 6% increase on a reported basis and 5.3% on a core basis compared to the second quarter of 2024.
• The company’s operating margin was at 25.1%, and earnings per share (EPS) grew by 7% to $1.31, exceeding expectations and continuing its trend of accelerating growth for the fourth consecutive quarter.
• 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.

• `Omada Health, Inc. (OMDA) priced a full-size deal of 7.9mm shares at $19.00 (midpoint of the range) and opened at $19.00 for a gain of 21% at first trade.
• Omada finished north of 15-times oversubscribed with allocations highly concentrated and skewed to long-only investors.
• Our sources stated that the top ten accounts took greater than 50% of the deal and the top 25 took 80% of the transaction.

• Zacks Small-Cap Research Note for PolyPid Ltd. (PYPD)

• Veeva Systems recently released its fiscal 2026 first-quarter results, indicating a robust performance with outcomes surpassing the company’s previous guidance despite the challenging macroeconomic environment.
• The total revenue for the quarter was reported at $759 million, with a non-GAAP operating margin of 46%.
• Veeva has reached a calendar year revenue run rate of $3 billion, demonstrating notable progress towards its long-term financial targets.