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ROSEN, A LONGSTANDING LAW FIRM, Encourages Hims & Hers Health, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – HIMS
GlobeNewswire News Room· 2025-07-31 07:46
New York, July 30, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Hims & Hers Health, Inc. (NYSE: HIMS) between April 29, 2025 and June 23, 2025, both dates inclusive (the “Class Period”), of the important August 25, 2025 lead plaintiff deadline. SO WHAT: If you purchased Hims common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement ...
MARINUS INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Marinus Pharmaceuticals, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
GlobeNewswire News Room· 2025-07-31 07:13
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Marinus (MRNS) To Contact Him Directly To Discuss Their Options If you are a long-term stockholder in Marinus between March 17, 2021 and May 7, 2024 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, July 30, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights ...
Bausch Health(BHC) - 2025 Q2 - Earnings Call Transcript
2025-07-31 06:00
Bausch Health (BHC) Q2 2025 Earnings Call July 30, 2025 05:00 PM ET Speaker0Welcome to the Bosch Health First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to our host, Garen Serafian, Investor Relations at Bosch.You may begin.Speaker1Good afternoon, and welcome to Bausch Health's second quarter twenty twen ...
Glaukos(GKOS) - 2025 Q2 - Earnings Call Transcript
2025-07-31 05:30
财务数据和关键指标变化 - 2025年第二季度合并净销售额达1 241亿美元 同比增长30%(按报告基准)或29%(按固定汇率基准) [6] - 上调2025全年净销售额指引至48-48 6亿美元(原指引47 5-45亿美元) [6] - 美国青光眼业务季度销售额达7 23亿美元 同比增长45% 其中iDoseTR贡献约3 1亿美元 [9] - 国际青光眼业务销售额3 13亿美元 同比增长20%(按报告基准)或15%(按固定汇率基准) [12] - 角膜健康业务销售额2 06亿美元 同比增长4% 其中Photrexa贡献1 79亿美元 [13] - 毛利率提升至83% 主要受益于iDoseTR商业化进展 [111] 各条业务线数据和关键指标变化 青光眼业务 - iDoseTR商业化势头强劲 临床效果和外科医生反馈积极 有望重塑青光眼治疗范式 [9] - iStent Infinite获欧盟MDR批准 适应症覆盖所有阶段开角型青光眼患者 [12] - 美国市场受MAC LCD政策影响 预计2025年将持续面临MIGS手术设备使用限制 [10] - 水凝胶微支架(Hydro MicroStent)特许权使用费于4月底到期 [11] 角膜健康业务 - Epioxa(新一代角膜交联疗法)NDA审查进展顺利 PDUFA日期为2025年10月20日 [15] - 预计Epioxa获批后将导致Photrexa收入短期波动 该影响已反映在全年指引中 [16] - Epioxa作为首款无需去除角膜上皮的FDA批准疗法 有望改善患者舒适度和恢复时间 [15] 各个市场数据和关键指标变化 - 美国市场:Novitas/First Coast等已建立专业费用的MAC区域贡献超80%的iDoseTR量 [34] - 欧洲市场:计划在9月ESCRS年会上启动iStent Infinite商业化 [12] - 国际市场:预计2025年竞争产品临床试验将增加市场阻力 [13] 公司战略和发展方向和行业竞争 - 聚焦介入性青光眼(IG)疗法开发 旨在减缓疾病进展并降低药物负担 [7] - 通过五项新型治疗平台推进临床计划 包括iStent手术平台/iDose平台/ILUTION平台等 [16][17] - 二季度完成两项战略投资:收购Mobius Therapeutics(强化青光眼治疗供应链)/扩建总部园区 [19] - CMS 2026年提案维持APC分配 但降低白内障和MIGS手术的医师费用报销 [11] 管理层对经营环境和未来前景的评论 - 预计美国青光眼非iDose业务下半年将出现中个位数下滑 [25] - 国际青光眼业务下半年预计低双位数增长 受货币利好和竞争产品影响 [24] - 角膜健康业务Q3预计持平至低个位数增长 Q4将因Epioxa过渡面临显著干扰 [25] - 行业层面强调介入性青光眼治疗范式转变 预计将创造比白内障手术更大的市场机会 [29][30] 其他重要信息 - iDoseTR再植入申请获FDA归类为NDA补充剂 PDUFA日期定为2026年1月28日 [75] - iDose Trio(办公室应用版本)计划2027年底获批 瞄准1毫米切口闭合腔体手术 [79] - 现金管理方面 剔除战略投资后二季度现金等价物净增超400万美元 [19][101] 问答环节所有的提问和回答 财务指引与业务拆分 - 为何二季度超预期但全年指引仅上调300万美元:主要反映国际青光眼增速放缓/角膜健康业务过渡期影响 [23][24] - 下半年收入节奏:Q3因季节性因素环比略降 Q4将显著回升 [55][56] iDoseTR商业化进展 - 报销进展:Novitas/First Coast等区域已建立专业费用 NGS有望近期跟进 [36] - 使用场景:目前仍以独立手术为主 但组合手术比例逐步提升 [58] - 支付方政策:超50%商业保险已制定覆盖政策 多数要求二线或三线使用 [109] 行业政策影响 - CMS医师费用下调可能加速综合眼科医生转向独立青光眼治疗 [40][42] - 设施费用上调对行业影响中性偏正面 [46] 产品管线 - Epioxa上市准备:需建立J编码/更新商业保险政策 预计2026年逐步放量 [70] - iStent业务展望:二季度下滑10% 预计下半年中个位数降幅 [96][99] 运营指标 - SG&A增长:剔除400万美元股权激励后增幅16% 符合中期指引 [49] - 现金流目标:平衡投资需求与逐步实现收支平衡 [103]
Tarsus to Report Second Quarter 2025 Financial Results on Wednesday, August 6, 2025
Globenewswire· 2025-07-31 05:00
IRVINE, Calif., July 30, 2025 (GLOBE NEWSWIRE) -- Tarsus Pharmaceuticals, Inc. (NASDAQ: TARS), today announced that it will host a live webcast at 1:30 p.m. PT / 4:30 p.m. ET on Wednesday, August 6, 2025, to report its second quarter 2025 financial results and provide a corporate update. Participants may access the webcast here. A recorded version of the call will be available on the website shortly after the completion of the webcast and will be archived there for approximately 90 days. About Tarsus Pharma ...
Bausch Health(BHC) - 2025 Q2 - Earnings Call Presentation
2025-07-31 05:00
2Q 2025 Earnings July 30, 2025 forward-looking statements speak only as of the date hereof. Bausch Health undertakes no obligation to update any of these forward- looking statements to reflect events or circumstances after the date of this presentation or to reflect actual outcomes, unless required by law. The guidance in this presentation is only effective as of the date given and will not be updated or affirmed unless and until the Company publicly announces updated or affirmed guidance. Distribution or r ...
Why Is Cardiff Oncology Stock Trading Lower After Colorectal Cancer Data?
Benzinga· 2025-07-31 03:27
核心观点 - 公司Cardiff Oncology Inc CRDF公布CRDF-004 Phase 2临床试验数据 显示onvansertib联合标准疗法SoC在RAS突变转移性结直肠癌mCRC一线治疗中表现出较高客观缓解率ORR和潜在疗效 [1][2][3] - 高剂量30mg onvansertib组ORR达59% 显著高于对照组43% 且肿瘤缩小程度更深 [2][4] - 分析师认为当前估值未充分反映药物临床潜力 机构William Blair看好其可能改变RAS突变mCRC一线治疗格局 [10] 临床试验设计 - 试验采用六组随机设计 包括20mg/30mg onvansertib+SoC及单独SoC对照组 [2] - 中位随访6个月时 20mg和30mg组均显示比对照组更早的无进展生存期PFS曲线分离 [5] 疗效数据 - 30mg组确认ORR为49% 20mg组42% 均高于对照组30% [2] - 历史数据显示ORR提升11%-20%可转化为PFS和总生存期获益 暗示onvansertib可能达到关键试验终点 [9] 安全性表现 - 104名患者安全性分析显示onvansertib联合化疗和贝伐珠单抗耐受性良好 未出现重大意外毒性 [6] - 3级及以上不良事件罕见 最常见为中性粒细胞减少症 [7] 研发进展 - 一线mCRC项目更新预计2026年第一季度公布 [7] - 现有数据支持推进Phase 3试验 机构建议加大投资 [7][10] 市场反应 - 公司股价当日下跌19 94%至2 65美元 但分析师认为空方论点已被数据削弱 [8][10]
华东医药股份有限公司关于全资子公司收到药品注册受理通知书的公告
上海证券报· 2025-07-31 01:48
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:000963 证券简称:华东医药 公告编号:2025-077 华东医药股份有限公司 关于全资子公司收到药品注册受理通知书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 2025年07月30日,华东医药股份有限公司(以下简称"公司")全资子公司杭州中美华东制药有限公司 (以下简称"中美华东")收到国家药品监督管理局(NMPA)签发的《受理通知书》(受理号: CXHS2500088),由中美华东申报的依达拉奉片(研发代码:TTYP01)用于治疗急性缺血性脑卒中的 上市许可申请获得受理。现将有关详情公告如下: 一、该药物基本信息内容 药物名称:依达拉奉片 二、该药物研发及注册情况 依达拉奉是一种新型自由基清除剂,已证明其可以抑制脂质过氧化和血管内皮细胞损伤,并改善脑水 肿、组织损伤、延迟神经元死亡。依达拉奉通过与缺血后脑损伤密切相关的氧自由基反应而发挥其对脑 缺血损伤的保护作用。 依达拉奉注射液已在日本和中国获批用于治疗AIS,依达拉奉注射液需要静脉注射给药,长期使用患者 依从性和便利性受限,目前获 ...
GSK Beats on Q2 Earnings & Sales, Stock Gains on '25 Outlook Raise
ZACKS· 2025-07-31 00:46
Key Takeaways GSK's Q2 core EPS of $1.23 and $10.67 billion revenues beat estimates on strong product demand.Specialty Medicines rose 15% and Vaccines 9%, offsetting General Medicines' 6% decline.GSK raised 2025 sales and profit guidance toward the top end of prior forecasts.GSK plc (GSK) reported second-quarter 2025 core earnings of $1.23 per American depositary share (ADS), which beat the Zacks Consensus Estimate of $1.12. Core earnings increased 7% year over year on a reported basis and 15% at a constant ...
Ionis Pharmaceuticals(IONS) - 2025 Q2 - Earnings Call Presentation
2025-07-30 23:30
Q2:2025 Business Update and Financial Results July 30, 2025 Nasdaq: IONS 1 On Today's Earnings Call Eugene Schneider, M.D. Chief Clinical Development Officer Eric Swayze, Ph.D. Executive Vice President, Research 2 Brett Monia, Ph.D. Chief Executive Officer Kyle Jenne Chief Global Product Strategy Officer In this presentation, unless the context requires otherwise, "Ionis," "Company," "we," "our," and "us" refers to Ionis Pharmaceuticals and its subsidiaries. Ionis Pharmaceuticals® is a registered trademark ...