In today’s briefing:
- Nanosonics Ltd (NAN AU): Two Upcoming Catalysts to Set Future Direction
- Fortrea Holdings: An Insight into Its Clinical Outsourcing Growth & Other Major Drivers!
- Neurocrine Biosciences: Adoption of CRENESSITY For A Substantial Opportunity For Growth In The Endocrinology Segment!
- Sartorius AG – Can U.S. Expansion Shield It from Global Trade Chaos?
Nanosonics Ltd (NAN AU): Two Upcoming Catalysts to Set Future Direction
- Nanosonics Ltd (NAN AU) is on track to launch its newly approved endoscope cleaning device, Coris in the U.S. in Q1FY26.
- FY25 performance is expected to beat revised guidance. Consensus is expecting revenue growth of 14% for FY25, matching the higher end of the revised guidance.
- Nanosonics shares have a high short interest (6.65%) in ASX. We may see some short squeeze as the company entering eventful Q1FY26 (new launch, FY25 result announcement, FY26 guidance).
Fortrea Holdings: An Insight into Its Clinical Outsourcing Growth & Other Major Drivers!
- Fortrea’s financial results for the first quarter of 2025 presented a mixed picture of performance and challenges as it navigates a transformation phase post-spinoff.
- The company reported revenues of $651.3 million, a slight decline of 1.6% compared to the previous year.
- This decrease was attributed primarily to the variable nature of late-stage clinical service fee new business wins, compounded by a slowdown in the backlog burn rate.
Neurocrine Biosciences: Adoption of CRENESSITY For A Substantial Opportunity For Growth In The Endocrinology Segment!
- Neurocrine Biosciences, in its first quarter of 2025 results communication, highlighted noteworthy progress in both its product sales and promising initial uptake of new therapeutic offerings.
- Despite external market volatility, the company’s focus on execution was evident in the strong performance of its established brands and new product launches.
- On the positive side, the first quarter showcased record new patient starts for INGREZZA, a crucial treatment in their portfolio, alongside encouraging initial results from the CRENESSITY launch.
Sartorius AG – Can U.S. Expansion Shield It from Global Trade Chaos?
- Sartorius AG recently reported its first-quarter results for 2025.
- The results demonstrated strong performance driven primarily by their Bioprocess Solutions division, which saw a 10% increase in sales revenue, mainly from consumables despite a muted equipment business.
- The company reported a 6.5% growth in sales revenue in constant currencies, reaching EUR 883 million, with an underlying EBITDA of EUR 263 million, reflecting an overproportional growth of 12.2%.
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