In today’s briefing:
- AMAT Q325. Tanking On Tepid Leading Edge Outlook & China Woes
- BLRX: ASCO Poster & Abstract
- BSEM: Company Meeting Challenges Head On
- BBLG: Making Major Step Toward Commercialization
- BCLI: Focused on Initiation of Phase 3b ENDURANCE Trial of NurOwn in ALS
- DYAI: One Strain To Rule Them All
- PLX: New CFO to Take the Reins
AMAT Q325. Tanking On Tepid Leading Edge Outlook & China Woes
- AMAT reported FY Q325 revenues of $7.3 billion, up 3% QoQ, up 8% YoY and ~$100 million above the midpoint of the guided range
- Looking ahead, AMAT forecasted current quarter revenues of $6.7 billion at the midpoint, down 8.3% QoQ and down 4.9% YoY
- The China slump was not unexpected, but the leading edge logic drop was definitely a surprise
BLRX: ASCO Poster & Abstract
- 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.
- Partner Gloria Biosciences is developing motixafortide in Asia & is expected to be conducting bridging studies in the near term for SCM & longer-term studies for other indications.
BSEM: Company Meeting Challenges Head On
- BioStem Technologies is a leading innovator focused on harnessing the natural properties of perinatal tissue in the development, manufacture, and commercialization of allografts for regenerative therapies.
- The company announced its 2Q2025 preliminary financial results.
- The company continues to execute at a high level but faces reimbursement uncertainty.
BBLG: Making Major Step Toward Commercialization
- Bone Biologics is pursuing a better and more effective way of dealing with back pain requiring surgery by developing bone regeneration in spinal fusion using the recombinant human protein known as NELL-1/DBX, or NB1.
- The company continues with human trials and reported 2Q2025 financial results that showed good cash balances that should allow testing results to bolster BBLG.
BCLI: Focused on Initiation of Phase 3b ENDURANCE Trial of NurOwn in ALS
- On August 14, 2025, BrainStorm Cell Therapeutics, Inc. (BCLI) announced financial results for the second quarter of 2025 and provided a business update.
- The company continues to be focused on initiating the Phase 3b ENDURANCE trial of NurOwn for the treatment of amyotrophic lateral sclerosis (ALS).
- Following the filing of the Citizen’s Petition in July 2025, we await a decision from the FDA regarding that petition and whether the agency will invite BrainStorm to resubmit the Biologics License Application (BLA) for NurOwn in ALS.
DYAI: One Strain To Rule Them All
- Dyadic has developed C1, its proprietary fungal expression system that can produce a variety of recombinant proteins.
- C1 has been commercialized in industrial applications and is in development for production of pharmaceutical grade proteins.
- C1 exhibits potential to economically produce recombinant proteins, biologic vaccines, virus like particles, antibodies, Fc-fusion, enzymes, AAVs and other biopharmaceuticals.
PLX: New CFO to Take the Reins
- Protalix is a clinical and commercial pharmaceutical company using its proprietary ProCellEx plant-based expression system to pro duce thera peutic proteins for global markets.
- The company has two commer cialized products, Elelyso that is marketed by Fiocruz in Brazil & Pfizer in the rest of the world for Gaucher Disease and Elfabrio which was approved in May 2023.
- Chiesi Rare Disease will commercialize Elfabrio globally.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
