In today’s briefing:
- Nephrocare Health Services Pre-IPO Tearsheet
- REVB: Gemini Results to be Released Soon
- BoAn Biotechnology (6955 HK): Profitable Operation & Pipeline Progress Make the Placement Attractive
- ARWR: Countdown to Nov. 18, 2025 PDUFA for Plozasiran for FCS
- GENOVA (9341 JP): Q1 FY03/26 flash update
- Hong Kong Single Stock Options Weekly (Aug 04–08): HSI Rebounds, Single Stock Option Activity Fades
- HeartFlow Inc. (HTFL): Healthcare AI IPO Opens Strong, Trades Steady on Heavy Demand
- Hologic’s Latest Product Pipeline & Sales Shakeup—Is This the Start of a Multi-Year Rally?
- Ionis Pharmaceuticals: An Insight Into Its Recent Data Readouts
- Neurocrine Biosciences Just Launched CRENESSITY—What’s Fueling Its Rapid Uptake Among Endocrinologists?
Nephrocare Health Services Pre-IPO Tearsheet
- Nephrocare Health Services Limited (0542669D IN) is looking to raise US$232mn in its upcoming India IPO. The deal will be run by Nomura, IIFL Capital, Ambit and ICICI Securities.
- Nephrocare Health Services Limited (NHS), also known as NephroPlus, is India’s largest dialysis provider, offering end-to-end kidney care through 490 clinics, including 43 across the Philippines, Uzbekistan, and Nepal.
- NHS’ core services include haemodialysis, home and mobile dialysis, and pharmacy support. It also provides wellness services along with critical care treatments such as plasmapheresis and hemodiafiltration.
REVB: Gemini Results to be Released Soon
- 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 its 2Q2025 financial results and noted that Phase 1B testing results on Gemini are expected later this quarter.
- Investors should take a look at REVB before the positive results start coming in.
BoAn Biotechnology (6955 HK): Profitable Operation & Pipeline Progress Make the Placement Attractive
- Shandong BoAn Biotechnology (6955 HK) is placing 48M shares, representing 7.7% of the total number of issued shares post placement. Placement price is HK$16.42, 9% discount to last undisturbed price.
- The expected net proceeds of ~HK$780M will be used for funding R&D of innovative product candidates and commercialization of marketed and upcoming products.
- This is the second placement of the company this year. In June, Boan Biotech raised ~HK$396M through placing 26.7M shares. The company is not expected to raise fund anytime soon.
ARWR: Countdown to Nov. 18, 2025 PDUFA for Plozasiran for FCS
- On August 7, 2025, Arrowhead Pharmaceuticals, Inc. (ARWR) announced financial results for the third quarter of fiscal year 2025 that ended June 30, 2025.
- The company is continuing preparations ahead of the November 18, 2025 PDUFA date for plozasiran for the treatment of familial chylomycronemia syndrome (FCS).
- These preparations include hiring a National Sales Leader, a full team of Regional Sales Leaders, and a field force of rare disease specialists.
GENOVA (9341 JP): Q1 FY03/26 flash update
- Revenue decreased by 26.9% YoY to JPY1.9bn, with a gross profit decline of 34.0% YoY to JPY1.2bn.
- Medical DOC’s Q1 FY03/26 monthly page views averaged 16.35mn, a decline of 1.2mn from Q4 FY03/25.
- Genova revised its FY03/26 earnings forecast due to the acquisition of ADI.G’s business by ASANO Corporation.
Hong Kong Single Stock Options Weekly (Aug 04–08): HSI Rebounds, Single Stock Option Activity Fades
- Hang Seng Index back in the green with broad based gains across optionable names.
- Single stock option volumes were very lackluster and Call enthusiasm continues to be muted.
- Full slate of earnings announcements on tap for the upcoming week.
HeartFlow Inc. (HTFL): Healthcare AI IPO Opens Strong, Trades Steady on Heavy Demand
- Shares opened with a 47.3% gain and quickly surged to $31.50 before settling into a stable trading range for most of the session.
- The price range itself had been lifted from the initial $15–$17, underscoring the strength of investor demand.
- The order book ultimately finished 20-times oversubscribed, driven by sizable long-only conversions and strong interest from healthcare-dedicated funds.
Hologic’s Latest Product Pipeline & Sales Shakeup—Is This the Start of a Multi-Year Rally?
- Hologic, Inc., a prominent player in healthcare solutions for women’s health, reported its financial results for the third quarter of fiscal 2025.
- The results were a mixed bag with both positive advancements and some challenges that the company aimed to address.
- Hologic’s total revenue for the third quarter was $1.024 billion, representing a modest year-over-year growth of 0.4%, which exceeded the guidance by approximately $14 million.
Ionis Pharmaceuticals: An Insight Into Its Recent Data Readouts
- Ionis Pharmaceuticals’ earnings report highlights a mix of promising advances and ongoing challenges across its business.
- The company reported substantial growth in revenues during the second quarter of 2025, with total earnings doubling compared to the same quarter last year.
- This increase was largely attributed to Ionis’ successful launch of Tryngolza, their treatment for familial chylomicronemia syndrome (FCS), which exceeded revenue expectations with $19 million in net product sales in its second quarter of availability.
Neurocrine Biosciences Just Launched CRENESSITY—What’s Fueling Its Rapid Uptake Among Endocrinologists?
- Neurocrine Biosciences reported an impressive second quarter of 2025, reflecting both strong financial performance and promising strategic developments.
- The company generated $682 million in net product sales, marking a 17% increase year-over-year.
- This growth was driven by its key products, INGREZZA and CRENESSITY, which have shown solid market penetration.
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