In today’s briefing:
- Sysmex Corp (6869 JP): Forex to Take Some Sheen Away off Growth in FY26; Japan Still Remains Key
- Abbott Laboratories Expansion Play: Can Global Growth & Local Manufacturing Drive the Next Surge?
- Boston Scientific WATCHMAN Surge: Will 20% Growth & New Clinical Data Cement Its Cardiovascular Dominance?
- Bausch Health Companies Inc.: Can Solta’s 136% Surge in South Korea Make It a Global Aesthetics Powerhouse?
- Johnson & Johnson: An Insight Into Its Ortho Business Transformation
- United Therapeutics: Expansion into Organ Xenotransplantation to Position Itself As A Pioneer In This Emerging Domain!
Sysmex Corp (6869 JP): Forex to Take Some Sheen Away off Growth in FY26; Japan Still Remains Key
- In FY25, Sysmex Corp (6869 JP) revenue rose 10% YoY to ¥509B. Operating profit margin expanded 20bps to 17.2%. Amid rising costs, favorable Fx impact of ¥8.6B drove the margin.
- Sales grew across regions as instrument installed increased and use of reagents multiplied. America’s volatile margin is a concern, amid the fact that Japan remains the major margin contributor.
- For FY26, Sysmex has guided for revenue of ¥535B (+5% YoY). The company has factored in the impact of tariff estimating annual cost of sales impact of approximately ¥3B-4B.
Abbott Laboratories Expansion Play: Can Global Growth & Local Manufacturing Drive the Next Surge?
- Abbott Laboratories recently shared its first quarter 2025 earnings results, revealing a strong performance amidst a challenging global environment influenced by new tariff policies and ongoing economic uncertainties.
- Abbott’s diversified model and strategic framework contribute to the company’s operational resilience, as evidenced by its ability to meet growth objectives and deliver high single-digit sales growth alongside double-digit earnings per share (EPS) growth.
- 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.
Boston Scientific WATCHMAN Surge: Will 20% Growth & New Clinical Data Cement Its Cardiovascular Dominance?
- Boston Scientific Corporation reported strong first quarter 2025 results, exhibiting significant growth in both revenue and earnings.
- The company’s total operational sales increased by 22% while organic sales grew by 18%, surpassing the upper range of guidance of 14% to 16%.
- In terms of earnings, the first quarter adjusted EPS reached $0.75, a 34% growth over the previous year, exceeding the projected range of $0.66 to $0.68.
Bausch Health Companies Inc.: Can Solta’s 136% Surge in South Korea Make It a Global Aesthetics Powerhouse?
- Bausch Health Companies Inc. showed positive momentum in its Q1 2025 financial results.
- The company, which excludes Bausch & Lomb from this discussion, reported notable year-over-year revenue growth of 6% on a reported basis and 7% on an organic basis, alongside a 14% increase in adjusted EBITDA, reflecting a consistent upward trend as they celebrate their eighth consecutive quarter of year-over-year growth.
- The refinancing of $7.9 billion to extend near- and medium-term debts is a significant highlight, providing financial flexibility by extending maturities, which optimizes Bausch Health’s capital structure.
Johnson & Johnson: An Insight Into Its Ortho Business Transformation
- Johnson & Johnson’s first quarter 2025 results present a multifaceted picture of a robust yet intricately challenged healthcare company.
- The operational sales growth stood at 4.2%, even as they faced significant pressure due to the loss of exclusivity for STELARA, a multibillion-dollar pharmaceutical product.
- Despite an 810 basis point headwind from STELARA, the Innovative Medicine sector showed resilience with an equal 4.2% growth, supported by strength in other key pharmaceuticals such as DARZALEX, which achieved a notable growth of over 20%.
United Therapeutics: Expansion into Organ Xenotransplantation to Position Itself As A Pioneer In This Emerging Domain!
- United Therapeutics Corporation (United Therapeutics) reported a strong performance in the first quarter of 2025 with record revenue of $794 million, marking a 17% increase compared to the same period in 2024.
- The company’s commercial success continues to be driven by its key products: Tyvaso, Orenitram, Remodulin, and Unituxin, all of which have demonstrated consistent growth due to robust patient demand and increased prescriber engagement.
- Tyvaso products, both the DPI (dry powder inhaler) and nebulizer forms, have shown significant market penetration, effectively contributing to the company’s revenue and hinting at an optimistic future outlook.
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