Live Chat on The Biotech Forum has been dominated by discussion of lucrative buy-write or covered call opportunities on selected biotech stocks over the past several months. To see what I and the other season biotech investors are targeting as trading ideas real-time, just join our community at The Biotech Forum by clicking HERE .Today, we are putting Hologic, Inc. (NASDAQ: HOLX ) in the spotlight. It is my first deeper dive into this large diagnostic concern since my article on it back in November 2023. Th ...

股价表现 - Hologic股价在周一交易中创下52周新低69.46美元，最终收于70.29美元，较前一日收盘价70.20美元略有回升 [1] - 过去六个月Hologic股价下跌12%，表现逊于行业0.6%的跌幅和标普500指数3.5%的涨幅 [2] - 技术指标显示短期弱势，股价持续低于50日移动平均线 [4] 财务表现 - 2025财年第一季度初步营收预计为10.218亿美元，同比增长0.9%，低于Zacks共识预期的1.4%增幅 [4][5] - 按固定汇率计算，营收符合预期，但美元走强导致营收减少约900万美元 [6] - 各业务板块表现分化：诊断业务营收增长5.1%至4.706亿美元，乳腺健康业务下降2.3%至3.619亿美元，妇科手术业务增长2.5%至1.663亿美元，骨骼健康业务大幅下降37.8%至1580万美元 [6] 业务发展 - 完成对Gynesonics的3.5亿美元收购，获得Sonata系统，增强妇科手术产品组合 [10] - 持续执行补强收购战略，2021年收购Bolder Surgical，2020年收购Acessa Health Inc [11] - 分子诊断业务中BV/CV/TV检测保持强劲增长，乳腺癌指数检测覆盖率扩大 [12] - 乳腺健康业务推出新一代Genius AI Detection PRO解决方案，准备推出新一代机架 [14] - 手术业务在国际市场表现强劲，MyoSure和Fluent流体管理系统推动增长 [15] 估值与资本运作 - 公司远期市盈率16倍，显著低于行业平均32.29倍和中位数33.01倍 [18] - 2024年11月执行2.5亿美元加速股票回购协议，全年回购1120万股，总金额8.08亿美元 [16] 未来展望 - 公司面临骨骼健康业务Horizon DXA发货暂停、BioZorb 3D生物可吸收标记物退市等短期不利因素 [8] - 呼吸季节挑战和飓风影响持续，但预计GAAP和非GAAP每股收益接近预测区间高端 [9] - 凭借并购势头、财务稳定性、产品组合优势和国际市场机会，公司具备长期增长潜力 [20]

收入预测与增长 - 公司预计第一季度总收入为10.218亿美元，同比增长0.9%，按固定汇率计算增长1.0%[2] - 诊断部门收入为4.706亿美元，同比增长5.1%，按固定汇率计算增长5.2%[3] - 乳腺健康部门收入为3.691亿美元，同比下降2.3%，按固定汇率计算下降2.1%[3] - 妇科手术部门收入为1.663亿美元，同比增长2.5%，按固定汇率计算增长2.5%[3] - 骨骼健康部门收入为1580万美元，同比下降37.8%，按固定汇率计算下降37.4%[3] 财务指标与报告 - 公司预计GAAP和非GAAP每股收益接近指导范围的高端[4] - 公司使用非GAAP财务指标，包括固定汇率收入、有机收入、排除COVID-19的有机收入和非GAAP每股收益[7] - 公司强调非GAAP财务指标应作为GAAP财务信息的补充，而非替代[8] 财务结果与指导 - 公司计划在2025年2月5日公布第一季度完整财务结果，并提供第二季度和全年的更新财务指导[5] 投资者关系与会议 - 公司将在2025年1月14日参加第43届J.P. Morgan医疗保健会议，并在其投资者网站上发布会议演示文稿[6]

The most recent trading session ended with Hologic (HOLX) standing at $72.73, reflecting a +0.05% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.16%. On the other hand, the Dow registered a gain of 0.25%, and the technology-centric Nasdaq decreased by 0.06%.Coming into today, shares of the medical device maker had lost 5.39% in the past month. In that same time, the Medical sector lost 5.77%, while the S&P 500 lost 2.8%.The upcoming earnings ...

Hologic, Inc. (HOLX) announced that it has completed the previously announced acquisition of Gynesonics, Inc. — a privately held medical device company focused on developing minimally invasive solutions for women’s health. Hologic acquired Gynesonics for approximately $350 million. The latest acquisition is aimed at strengthening Hologic’s GYN Surgical business segment.Likely Trend of HOLX Stock Following the NewsFollowing the announcement, shares of the company surged 0.8% to $73.77 yesterday.The transform ...

Hologic (HOLX) closed at $72.68 in the latest trading session, marking no change from the prior day. The stock outperformed the S&P 500, which registered a daily loss of 0.04%. Elsewhere, the Dow gained 0.07%, while the tech-heavy Nasdaq lost 0.05%.Heading into today, shares of the medical device maker had lost 8.51% over the past month, lagging the Medical sector's loss of 4.31% and the S&P 500's gain of 1.05% in that time.The investment community will be paying close attention to the earnings performance ...

Hologic, Inc. (HOLX) recently entered into an agreement with the Centers for Disease Control and Prevention (“CDC”) to develop analyte-specific reagents (ASRs) — the “active ingredients” of laboratory-developed tests aimed at detecting H5N1 bird flu. The ASRs are being developed on the company’s Panther Fusion system, a fully automated molecular testing platform that allows labs to quickly consolidate and run multiple assays for women's health, infectious disease and SARS-CoV-2 (COVID-19) testing.The latest ...

Hologic (HOLX) closed at $70.76 in the latest trading session, marking a -0.99% move from the prior day. This change lagged the S&P 500's 0.09% loss on the day. Elsewhere, the Dow gained 0.04%, while the tech-heavy Nasdaq lost 0.1%.Prior to today's trading, shares of the medical device maker had lost 8.42% over the past month. This has lagged the Medical sector's loss of 2.1% and the S&P 500's loss of 0.29% in that time.Investors will be eagerly watching for the performance of Hologic in its upcoming earnin ...

Hologic (HOLX) is currently trading at a forward price-to-earnings (P/E) multiple of 17.62X, well below the industry average of 32.42X. The company, specializing in medical devices for women’s health, also stands out with respect to industry peers Globus Medical (GMED) and Masimo (MASI) , which trade at a higher P/E of 24.25X and 39.01X, respectively. Hologic currently has a Value Score of B.Price-to-Earnings Forward Twelve Months (F12M)Image Source: Zacks Investment ResearchYesterday, HOLX stock ended the ...

文章核心观点 - 公司Hologic在RSNA会议上展示了其Genius AI Detection 2.0软件在不同种族和民族群体中的性能研究，结果显示该算法在所有评估群体中的表现相似 这表明公司致力于提供公平的乳腺癌检测解决方案 [1][5][6] - 公司还推出了下一代Genius AI Detection PRO解决方案，进一步巩固了其在乳腺影像AI领域的领导地位 [2][7] - 公司股价在公告后下跌0.6%，但乳腺健康部门的收入增长和即将推出的创新技术预计将提升市场对公司股票的情绪 [3] 公司研究 - 公司市场资本化达到180.4亿美元，盈利收益率为5.42%，优于行业平均的-5.62% 公司在过去四个季度的平均盈利超出预期3.1% [4] - 公司最新研究评估了超过7500例数字乳腺断层合成（DBT）病例，涵盖了亚洲、黑人、西班牙裔和白人女性 这有助于减少算法中的固有偏见，确保技术对所有患者有效 [5] - 公司致力于提供公平的乳腺癌检测解决方案，以缩小种族间的乳腺癌筛查和治疗差距 研究表明，美国黑人女性的乳腺癌死亡率比白人女性高40% [6] - 公司最新推出的Genius AI Detection PRO解决方案提高了准确性和效率，帮助放射科医生减少误报 [7] - 公司上个月以3.5亿美元收购了Gynesonics公司，进一步扩展了其在女性健康领域的业务 [8][9] 行业前景 - 全球AI在乳腺影像市场的价值在2023年达到3.6383亿美元，预计到2031年将以28.9%的复合年增长率增长 AI在该行业的普及得益于能够分析大量影像数据的复杂算法 [10] - 公司股价在过去六个月上涨了5.9%，而行业平均增长为0.9% [11] 其他公司动态 - 公司目前持有Zacks Rank 4（卖出），而Penumbra、Haemonetics和Globus Medical等公司在更广泛的医疗领域中持有Zacks Rank 2（买入） [12] - Penumbra的股价在过去一年上涨了7.8%，2024年每股收益估计在过去30天内增长了8.1% [13] - Haemonetics的2025财年每股收益估计在过去30天内增长了0.4%，股价在过去一年上涨了8.9% [14] - Globus Medical的2024年每股收益估计在过去30天内增长了3.9%，股价在过去一年上涨了90.3% [15]