In today’s briefing:
- SK Biopharmaceuticals (326030 KS): Swelling Xcopri Sales in US Drives Record High 3Q Earnings
- GE HealthCare’s $2.3 Billion Acquisition Of Intelerad: Game-Changer Or Growing Pains?
- Abbott Labs’ Exact Sciences Acquisition: What Could Go Right In This $21 Billion Cancer Play?
- Island Pharmaceuticals Ltd – De-risking the commercial path
- QIAGEN: Benefitting From Structural Demand Tailwinds in Molecular Diagnostics
- Royalty Pharma: Can Imdelltra’s $700 Million Launch Ignite a Multi-Billion Dollar Cancer Breakthrough?
- Tempus Labs: Inside the $100M Data Boom—How Licensing Deals Are Reshaping Its Future!
- Zimmer Biomet: Can Its Surge in Knees and Hips Spark a Major Market Comeback?
- BLRX: Stem Cell Mobilization Presentation at ASH
- Pre-IPO Lemo Services Co., Ltd (PHIP Updates) – Some Points Worth the Attention
SK Biopharmaceuticals (326030 KS): Swelling Xcopri Sales in US Drives Record High 3Q Earnings
- SK Biopharmaceuticals (326030 KS) reported record high quarterly earnings in 3Q25 on surging U.S. sales of Xcopri, which surpassed quarterly revenue of $100M for the second time.
- Revenue from Xcopri in the U.S. increased 52% YoY (accelerated from 47% YoY reported in 2Q25) and 12% QoQ to record high of KRW172B, on enhanced marketing efforts.
- For full-year 2025, SKBP guided for Xcopri U.S. revenue of $420–450M (~KRW570–610B), up 31–40% YoY. During first nine months of 2025, Xcopri U.S. revenue reached $325M (KRW460M).
GE HealthCare’s $2.3 Billion Acquisition Of Intelerad: Game-Changer Or Growing Pains?
- GE HealthCare Technologies is moving deeper into the software space with its planned $2.3 billion acquisition of Intelerad, a Montreal-based provider of enterprise imaging software.
- As the healthcare landscape shifts toward outpatient and ambulatory settings, this acquisition signals GE HealthCare’s strategic push to diversify beyond its traditional inpatient stronghold.
- Intelerad’s platform includes radiology PACS, cloud-based image sharing, and workflow solutions, which could dovetail with GE’s diagnostic imaging portfolio.
Abbott Labs’ Exact Sciences Acquisition: What Could Go Right In This $21 Billion Cancer Play?
- Abbott Laboratories has made headlines once again, this time for a bold push into cancer diagnostics through its proposed $21 billion acquisition of Exact Sciences.
- The deal, which values Exact at $105 per share in cash and represents a 51% premium over its last closing price, is poised to be the largest healthcare M&A deal in two years and the biggest ever in the diagnostics space.
- Slated to close in Q2 2026, the transaction marks Abbott’s strategic expansion beyond glucose monitoring and cardiovascular devices into oncology testing—a market the company had eyed for years.
Island Pharmaceuticals Ltd – De-risking the commercial path
- Island Pharmaceuticals Ltd (ASX:ILA) is an antiviral therapeutics company targeting infectious diseases.
- The company has made two recent announcements that improve its chances of selling Galidesivir for Marburg to the US government, ahead of potential FDA clearance of the drug.
- On 20 November 2025 it announced the appointment of leading Washington D.C. based federal government affairs and lobbying firm, Todd Strategy Group (TSG), to support US government engagement.
QIAGEN: Benefitting From Structural Demand Tailwinds in Molecular Diagnostics
- QIAGEN’s third-quarter 2025 earnings call revealed both strengths and challenges that define the company’s current performance and future outlook.
- The company’s focus on high-growth areas of molecular research and testing has led to a steady performance amidst a challenging macroeconomic environment, yet various strategic initiatives and external pressures influence its trajectory.
- On the positive side, QIAGEN continues to demonstrate robust operational execution.
Royalty Pharma: Can Imdelltra’s $700 Million Launch Ignite a Multi-Billion Dollar Cancer Breakthrough?
- Royalty Pharma delivered a solid third quarter, showcasing an 11% growth in both their portfolio receipts and royalty receipts.
- This growth is largely driven by their diversified portfolio, which remains a key strength of the company.
- Their stable returns on invested capital at 15.7% and returns on invested equity at 22.9% demonstrate efficient capital management.
Tempus Labs: Inside the $100M Data Boom—How Licensing Deals Are Reshaping Its Future!
- Tempus AI’s third-quarter financial performance in 2025 presented a mixed picture with several encouraging elements coupled with areas of potential concern or uncertainty.
- The company demonstrated robust growth in its genomic and data licensing businesses, achieving a significant milestone of positive adjusted EBITDA for the first time in its history.
- In particular, Tempus AI reported a 33% increase in overall genomic volume, with oncology and hereditary tests growing at 27% and 37%, respectively.
Zimmer Biomet: Can Its Surge in Knees and Hips Spark a Major Market Comeback?
- The third quarter of 2025 saw Zimmer Biomet deliver a mixed performance, demonstrating both strengths and areas of concern.
- The company achieved a sales growth of 5% on an organic constant currency basis, highlighted by a significant improvement in its U.S. business, which increased by 5.6%.
- Key product lines such as the Persona OsseoTi Cementless Total Knee and the Oxford Partial Cementless Knee showed strong adoption, contributing to an overarching success in the knee segment, which grew 5.3%.
BLRX: Stem Cell Mobilization Presentation at ASH
- 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.
- Gloria Biosciences has delayed the start of its motixafortide studies in Asia and the path forward is unclear.
Pre-IPO Lemo Services Co., Ltd (PHIP Updates) – Some Points Worth the Attention
- Lemo can replicate on a large scale through offline outlets to reduce operating costs.But this model is characterized by heavy assets, with a single profit model of limited risk resistance.
- Insufficient rigid demand is a major challenge for the industry.The declining revenue growth reflects the ineffective business expansion of Lemo, and the Company may have already encountered a growth ceiling.
- Valuation of Lemo would be lower than peers due to the concerns of business expansion and slowing revenue. For example, 12-15x P/E may provide more safety margin for investors.
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