In today’s briefing:
- CSI Medical Service Index Rebalance: Six Changes with Decent Impact
- Quiddity CSI Medical Jun25 Results: 6 ADDs/DELs Confirmed; US$286mn One-Way Flows
- DaVita Incorporated: Phosphate Binders Integration into Dialysis Benefit As A Pivotal Growth Lever!
- Natera Inc.: Is The Recent Growth in Signatera Volumes Here To Stay?
CSI Medical Service Index Rebalance: Six Changes with Decent Impact
- CSI announced the changes for the June rebalance after market close on 30 May and the changes will be effective after the close of trading on 13 June.
- There are 6 changes for the index and we estimate passive buying of 0.7-2.4x ADV in the adds and passive selling of between 1-4.7x ADV in the deletes.
- There will be capping inflows for Shenzhen Mindray Bio-Medical Electronics (300760 CH) and capping outflows for WuXi AppTec (603259 CH).
Quiddity CSI Medical Jun25 Results: 6 ADDs/DELs Confirmed; US$286mn One-Way Flows
- The June 2025 index review results for the CSI Medical Service Index were announced after market close on Friday 30th May 2025.
- There will be 6 changes for the CSI Medical Service index.
- We expect one-way flows of approximately US$286mn in the June 2025 index rebal event.
DaVita Incorporated: Phosphate Binders Integration into Dialysis Benefit As A Pivotal Growth Lever!
- DaVita Inc. (DVA) has recently disclosed its financial results for the first quarter of 2025.
- The company faced significant challenges, most notably a cybersecurity incident, which disrupted operations.
- Despite these setbacks, DaVita succeeded in maintaining its patient care levels and mitigating the impact on its core services.
Natera Inc.: Is The Recent Growth in Signatera Volumes Here To Stay?
- Natera, Inc. reported strong financial results for the first quarter of 2025, highlighting significant revenue growth and operational achievements, which present a mixed yet promising outlook for potential investors.
- The company reported a notable increase in revenue to $502 million, up 37% from $368 million in the same period last year.
- This growth was driven by high demand across multiple product lines, particularly within women’s health and the oncology segment, where Signatera clinical volumes grew by 52% year-on-year.
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