收入和利润（同比环比） - 2025年第一季度净收入为1870万美元，摊薄后每有限合伙单位0.36美元，2024年同期净亏损560万美元，每普通有限合伙单位0.37美元[5] - 2025年第一季度EBITDA为9190万美元，2024年同期为5690万美元[5] - 2025年第一季度调整后EBITDA为9110万美元，2024年同期为5600万美元[6] - 2025年第一季度可分配现金流为4570万美元，2024年同期为1580万美元[7] - 2025年第一季度调整后可分配现金流为4640万美元，2024年同期为1600万美元[9] - 2025年第一季度毛利润为2.552亿美元，2024年同期为2.151亿美元[10] - 2025年第一季度总销售额为46亿美元，2024年同期为41亿美元[15] - 2025年第一季度总销量为19亿加仑，2024年同期为16亿加仑[16] - 2025年第一季度销售额为45.92亿美元，2024年同期为41.45亿美元，同比增长10.78%[30] - 2025年第一季度净利润为1868.4万美元，2024年同期净亏损560.2万美元[30] - 2025年第一季度产品总毛利为2.55亿美元，2024年同期为2.15亿美元，同比增长18.64%[30] - 2025年第一季度EBITDA为9185.8万美元，2024年同期为5694.3万美元，同比增长61.32%[32] - 2025年第一季度调整后EBITDA为9113.9万美元，2024年同期为5600.8万美元，同比增长62.73%[32] - 2025年第一季度可分配现金流为4568.9万美元，2024年同期为1578.5万美元，同比增长189.45%[32] - 2025年第一季度调整后可分配现金流为4642万美元，2024年同期为1602.1万美元，同比增长189.74%[32] - 2025年第一季度基本每股收益为0.37美元，2024年同期为 - 0.37美元[30] - 2025年第一季度稀释每股收益为0.36美元，2024年同期为 - 0.37美元[30] 现金分配 - 公司宣布2025年1月1日至3月31日每单位现金分配0.7450美元，年化后每单位2.98美元，将于5月15日支付[17] 各条业务线表现 - 批发业务板块2025年第一季度产品利润率为9360万美元，2024年同期为4940万美元[13]

公司动态 - Vivani Medical CEO Adam Mendelsohn博士将参加美国药物科学家协会(AAPS)的虚拟研讨会"Beyond GLP1s: Where the Science will Take Business Next"，并进行主题演讲和小组讨论 [1] - 演讲主题为"Addressing Patient Adherence: Advances in Drug Delivery"，时间为2025年5月14日美国东部时间上午11:15 [2] - 小组讨论时间为2025年5月14日美国东部时间下午2:00，主题为GLP-1药物开发的关键障碍和趋势 [3] 技术平台与产品管线 - Vivani Medical利用专有NanoPortal™技术开发微型长效药物植入物，旨在提高患者用药依从性和耐受性 [4] - 主要产品NPM-115为6个月一次的GLP-1(艾塞那肽)植入物，用于体重管理，LIBERATE-1™人体研究结果预计2025年公布 [2][4] - 产品管线还包括NPM-139(索马鲁肽植入物)和NPM-119(6个月一次的艾塞那肽植入物)，分别针对慢性体重管理和2型糖尿病治疗 [4] - 公司正在考虑开发用于2型糖尿病治疗的索马鲁肽植入物 [4] 市场机会 - 约50%患者存在用药不依从问题，导致美国每年超过5000亿美元可避免的医疗成本和12.5万例可预防死亡 [5] - 当前GLP-1领域有超过50种新分子实体处于临床开发阶段 [5] - Vivani Medical认为其长效GLP-1植入物组合可为患者、处方者和支付方提供有吸引力的治疗选择 [5]

Activin E antibody demonstrates significant decrease in fat in obese mice by reducing visceral fat depots, which are strongly linked to increased risk of cardiovascular and metabolic diseases, resulting in a 26% reduction in fat mass with no loss in muscleStrong synergistic effect on fat mass (77% reduction) was observed when the Activin E antibody was combined with a GLP-1 receptor agonist, resulting in total weight loss of 35.3%, 7.5% greater than GLP-1 alone SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- iB ...

Novo Nordisk A/S NVO announced that CVS Health Inc’s CVS CVS Caremark, a Pharmacy Benefit Manager (PBM), has decided that Wegovy (semaglutide) injection 2.4 mg will soon be the preferred GLP-1 medicine on its largest commercial template formularies.This change will take effect on July 1, 2025. “We believe in the unique benefits of Wegovy and the difference this medicine can make for patients seeking treatment,” said Dave Moore, executive vice president of U.S. Operations and president of Novo Nordisk Inc.In ...

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end April, consider joining Out Fox The Street .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in HIMS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not ...

For companies that had been undergoing fundamental challenges before the tariff volatility set in, the darkening global macroeconomy has served only to complicate matters further. And while it's understandable that investors want to shy away from risk at times likeWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. ...

Eli Lilly and Company TodayLLYEli Lilly and Company$827.87 +9.85 (+1.20%) 52-Week Range$677.09▼$972.53Dividend Yield0.72%P/E Ratio70.70Price Target$1,017.00Add to WatchlistThe world’s largest pharmaceutical stock, Eli Lilly and Company NYSE: LLY, is back in the green in 2025 as of the Apr. 21 close. Shares were down moderately in 2025 through mid-April. However, huge news came out regarding one of the company’s experimental drugs, causing shares to spike by over 14%. That drug is orforglipron, Eli Lilly’s ...

- ASC30 oral once-daily tablet demonstrated a 6.5% placebo-adjusted mean body weight reduction from baseline after four-week treatment using weekly doses with titrations of 2 mg, 10 mg, 20 mg, and 40 mg doses. - ASC30 oral once-daily tablet also demonstrated a 4.5% placebo-adjusted mean body weight reduction from baseline after four-week treatment using weekly doses with titrations of 2 mg, 5 mg, 10 mg, and 20 mg doses. No vomiting was seen in this dose group. - Data from three different weekly titration sc ...

A Dose-Dependent Response in Body Weight Reduction Was Observed Between 8 mg and 32 mg DosesChange in BMI and Body Weight Adjusted for Height In the Treatment Groups, Showed a Significant Difference Compared to Placebo, Indicating Potentially Greater Efficacy with Increasing Dosage and Longer Duration of UseNo Drug-Induced Cardiovascular Effects Were Observed In Heart Rate or QTcF Measurements of Subjects Receiving up to 32 mg of DA-1726 at 4-WeeksAdditional Cohorts Being Added to Determine Maximum Tolerate ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive a ...