In today’s briefing:
- China Healthcare Weekly (May 25) – Pfizer-3SBio’s Record-Breaking Deal, RemeGen’s HK$796Mn Placing
- BioMarin Pharmaceutical: Expanding VOXZOGO Market Penetration To Up Their Game!
- Exact Sciences: Launch of Cologuard Plus to Redefine Colorectal Cancer Screening Paradigm!
- Henry Schein: Is The Continued Growth in Home Solutions Expected To Last?
- How Hologic Stabilized Its Breast Health Business & Is Positioned for Explosive Growth!
- Moderna Inc.: Will Its Oncology Innovations & Pipeline Expansion Become The MUCH NEEDED Breakthrough After The Covid Vaccine?
- Teleflex Incorporated: Breaking New Ground with Strategic NewCo Spin-Off to Unlock Hidden Value But What Lies Ahead?
- Vertex Pharmaceuticals: Expansion of CASGEVY & Global Access to Broaden Its Impact & Financial Outcomes!
- Zimmer Biomet: Recent Advancements in Robotic & Surgical Technology Look Promising!
- Bio-Rad Laboratories Faces Tariff Turmoil—Can Surcharges and Supply Shifts Save Margins?
China Healthcare Weekly (May 25) – Pfizer-3SBio’s Record-Breaking Deal, RemeGen’s HK$796Mn Placing
- The 11th batch of national VBP rules is expected to include optimizations aimed at balancing bidding prices with drug quality
- The US$6 billion deal between Pfizer and 3SBio has energized the innovative drug industry. While 3SBio’s valuation may continue to rise, Akeso’s valuation could face downward revisions.
- RemeGen has shown positive momentum, with its valuation reflecting RC18’s successful out-licensing already. Its recent HK$796 million placement indicates a clear intent to raise funds at a premium.
BioMarin Pharmaceutical: Expanding VOXZOGO Market Penetration To Up Their Game!
- BioMarin Pharmaceutical reported strong first-quarter financial results for 2025, marked by a 15% increase in total revenue to $745 million compared to the prior year.
- This growth was significantly driven by VOXZOGO, which generated $214 million, a 40% year-over-year increase, demonstrating continued demand for the achondroplasia treatment.
- Additionally, the enzyme therapies business unit grew by 8%, bolstered by a 22% increase in PALYNZIQ revenues.
Exact Sciences: Launch of Cologuard Plus to Redefine Colorectal Cancer Screening Paradigm!
- Exact Sciences’ first quarter 2025 financial results reflect a blend of robust revenue growth, strategic commercial execution, and significant advancements in their product pipeline.
- The company’s financial performance this quarter includes an 11% increase in total revenue, reaching $707 million, outpacing the midpoint of their guidance.
- This growth is largely driven by their Screening segment, which saw revenue rise by 14% to $540 million, fueled by successful rescreen initiatives, improved commercial strategies, and the rollout of Cologuard Plus.
Henry Schein: Is The Continued Growth in Home Solutions Expected To Last?
- Henry Schein Inc. presented its first-quarter 2025 financial results, showcasing both positive developments and areas of concern for investors.
- The company reported total sales of $3.2 billion, a slight decline of 0.1% compared to the first quarter of 2024.
- This decrease was primarily impacted by a 1.5% negative effect due to foreign currency exchange fluctuations.
How Hologic Stabilized Its Breast Health Business & Is Positioned for Explosive Growth!
- Hologic Inc. reported its financial performance for the second quarter of fiscal 2025, showcasing a nuanced blend of strategic achievements and challenges impacting future growth.
- The company reported total revenue of $1.005 billion, a slight decrease of 0.5% in constant currency terms, yet aligning with the higher end of guidance expectations.
- Non-GAAP earnings per share remained consistent with the previous year at $1.03, buoyed by improvements in gross margin and aided by share buybacks and a lower tax rate.
Moderna Inc.: Will Its Oncology Innovations & Pipeline Expansion Become The MUCH NEEDED Breakthrough After The Covid Vaccine?
- Moderna’s recent earnings revealed several significant developments affecting its financial and strategic outlook.
- First-quarter 2025 revenues stood at $0.1 billion, with a net loss of $1 billion.
- Despite this loss, it was in line with company expectations, reflecting the seasonal nature of its respiratory vaccine business.
Teleflex Incorporated: Breaking New Ground with Strategic NewCo Spin-Off to Unlock Hidden Value But What Lies Ahead?
- Teleflex Incorporated’s first-quarter 2025 earnings call highlighted several key financial outcomes, strategic initiatives, and market dynamics.
- The company reported a decline in revenue and earnings per share compared to the previous year, with first-quarter revenues amounting to $700.7 million, a 5% decline on a GAAP basis.
- This was slightly below expectations due to softness in orders from the EMEA region, though some recovery was noted in April.
Vertex Pharmaceuticals: Expansion of CASGEVY & Global Access to Broaden Its Impact & Financial Outcomes!
- Vertex Pharmaceuticals’ latest earnings for the first quarter of 2025 reveals key insights into the company’s financial performance and strategic direction.
- The company reported total revenue of $2.77 billion, marking a 3% increase compared to the same period in 2024.
- This growth was primarily driven by strong demand in the U.S., particularly for the cystic fibrosis (CF) treatment ALYFTREK, which gained FDA approval recently.
Zimmer Biomet: Recent Advancements in Robotic & Surgical Technology Look Promising!
- Zimmer Biomet’s first-quarter performance for 2025 showcased gradual growth, amidst an environment of various challenges and strategic changes.
- The company reported a 2.3% increase in constant currency sales, despite having one less selling day in the quarter.
- This growth was largely driven by specific improvements in U.S. Hips sales, which saw an almost 4% increase, and mid-single-digit growth in their S.E.T. segment.
Bio-Rad Laboratories Faces Tariff Turmoil—Can Surcharges and Supply Shifts Save Margins?
- Bio-Rad Laboratories reported its financial performance for the first quarter of 2025, revealing mixed results influenced by both internal strategies and external economic factors.
- The company’s net sales for the quarter were approximately $585 million, representing a 4.2% decline from $611 million in the same period last year.
- On a currency-neutral basis, this reflected a 1.5% year-over-year decrease.
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