In today’s briefing:
- EBOS Group Placement: Past Deals Have Done Well, but This Is a Second One This Year
- Novo Nordisk Is Capitalizing On The Worldwide Weight Loss BOOM—Here’s What’s Coming!
- Bangkok Dusit Medical Services (BDMS TB): 1Q25 Stable; Resurgent Covid Might Scar 2Q
- Gen Digital: Investment in Financial Wellness & Trust-based Solutions to Broaden Their Product Portfolio!
- Jazz Pharmaceuticals: An Insight Into its Zepzelca’s Expanded Indications & Market Potential!
- Masimo Corporation: Will The Sound United Divestiture & Financial Realignment Efforts Meet Their Ultimate Goal?
- TNXP: Preparations Continue for Potential Commercial Launch of TNX-102 SL in Fibromyalgia
- Pre-IPO Vigonvita Life Sciences – The Challenges Behind the Pipeline and the Outlook
- BLRX: First Quarter Results
- Cencora’s Billion-Dollar Bet on Specialty & MSO Services Could Reshape Healthcare!
EBOS Group Placement: Past Deals Have Done Well, but This Is a Second One This Year
- Ebos Group Ltd (EBO NZ) aims to raise around US$564m in a secondary sell-down of shares conducted by the Zuelling family through Sybos Holdings.
- This comes on the heels of the April primary placement, whereby EBOS conducted a primary offering to finance a bolt-on acquisition.
- In this note, we comment on the deal dynamics and run the deal through our ECM framework.
Novo Nordisk Is Capitalizing On The Worldwide Weight Loss BOOM—Here’s What’s Coming!
- Novo Nordisk A/S reported its financial results for the first quarter of 2025, showcasing strong growth across its operations, though facing certain challenges.
- The company delivered an 18% increase in sales and a 20% growth in operating profit, reflecting robust demand for its diabetes and obesity treatments.
- These positive results underscore the company’s ongoing market leadership, with approximately 46 million patients currently benefiting from its treatment solutions.
Bangkok Dusit Medical Services (BDMS TB): 1Q25 Stable; Resurgent Covid Might Scar 2Q
- Bangkok Dusit Medical Services (BDMS TB) posted 6% rise in revenue from hospital operations in 1Q25 as International and Thai patients revenue reported growth of 11% and 4% YoY, respectively.
- EBITDA grew at 7% YoY to THB 7.2B on higher revenues and better cost management while net profit also rose 7% to THB 4.3B on lower interest cost. Margins expand.
- Corona surge in Thailand pose short term deterrents. Stable financial performance with strong inpatient revenue growth, healthy occupancy and largely stable EBITDA margin will be key in the long-term run.
Gen Digital: Investment in Financial Wellness & Trust-based Solutions to Broaden Their Product Portfolio!
- Gen Digital Inc.’s latest earnings for the fiscal year 2025 presented a detailed view of the company’s performance, highlighting both achievements and challenges.
- The company reported a successful year with record highs in several metrics, demonstrating continued growth momentum in its Cyber Safety solutions and strategic financial discipline.
- Gen witnessed a 4% year-over-year increase in total bookings, reaching $4 billion.
Jazz Pharmaceuticals: An Insight Into its Zepzelca’s Expanded Indications & Market Potential!
- Jazz Pharmaceuticals reported its first-quarter 2025 financial results, reflecting both strategic advancements and challenges.
- The company’s total revenues reached $898 million, driven by strong performances in its neuroscience portfolio, especially with Xywav and Epidiolex, which reported year-over-year sales growth of 9% and 10%, respectively.
- Xywav continues to hold its position as the leading treatment for narcolepsy and has demonstrated significant traction in treating idiopathic hypersomnia (IH), bolstered by consumer-targeted campaigns and healthcare provider education initiatives.
Masimo Corporation: Will The Sound United Divestiture & Financial Realignment Efforts Meet Their Ultimate Goal?
- Masimo Corporation’s first quarter of 2025 results underscore a period of strategic shifts and operational restructuring, highlighted by solid financial performance and the divestiture of its consumer audio business.
- The transition reflects a recalibrated focus on its core healthcare operations, anticipated to drive future growth.
- Here’s a neutral analysis of the earnings report, focusing on both opportunities and challenges moving forward.
TNXP: Preparations Continue for Potential Commercial Launch of TNX-102 SL in Fibromyalgia
- On May 12, 2025, Tonix Pharmaceuticals Holding Corp. (TNXP) announced financial results for the first quarter of 2025 and provided a business update.
- The company is continuing pre-commercialization activities in preparation for the PDUFA date of August 15, 2025 for TNX-102 SL for the management of fibromyalgia.
- If approved, TNX-102 SL would be the first new treatment option for fibromyalgia in more than 15 years.
Pre-IPO Vigonvita Life Sciences – The Challenges Behind the Pipeline and the Outlook
- Due to fierce competition/VBP, generic drug business has little value, whose valuation should be zero. So, the future valuation performance of Vigonvita would be mainly based on innovative drug pipeline.
- Since future demand of COVID-19 drug would decrease sharply, it’s recommended to calculate Vigonvita’s valuation by excluding COVID-19 projects. Vigonvita has to rely on other indication/candidates to support valuation outlook.
- Post-Money valuation after Series C financing reached RMB4.45 billion.Short-term valuation is about RMB3-6 billion. If LV232 can be successfully developed, there will be greater room for growth in future valuation.
BLRX: First Quarter Results
- BioLineRx is a commercial stage biopharmaceutical company with a development portfolio advancing motixafortide, a platform molecule targeting indications in stem cell mobilization (SCM) & in the treatment of advanced pancreatic cancer.
- The candidate is approved in the US for SCM and is undergoing studies for use in gene therapy and in pancreatic cancer.
- Partner Gloria Biosciences is developing motixafortide in Asia & is expected to be conducting bridging studies in the near term for SCM & longer-term studies for other indications.
Cencora’s Billion-Dollar Bet on Specialty & MSO Services Could Reshape Healthcare!
- Cencora Inc., a leading pharmaceutical-centric healthcare solutions provider, reported a robust fiscal 2025 second quarter performance characterized by significant revenue growth and improvement in adjusted earnings per share (EPS).
- These results are driven largely by the strategic positioning of Cencora within the healthcare market, particularly in specialty pharmaceuticals and innovative healthcare solutions.
- 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.
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