Financial Results Announcement - Haemonetics Corporation plans to publish its fourth quarter and fiscal year 2025 financial results on May 8, 2025, at 6:00 am ET [1] - A conference call for investors and analysts will take place on the same day at 8:00 am ET to discuss the results and answer questions [1] Conference Call Access - Participants can access the conference call via teleconference after completing registration, which provides a dial-in number and personalized PIN [2] - It is recommended that participants join the call 10 minutes early, and a live webcast will be available on Haemonetics' investor relations website [2] - A replay of the conference call and webcast will be accessible for one year starting from May 8, 2025, at 11:00 am ET [2] Company Overview - Haemonetics is a global healthcare company focused on innovative medical products and solutions aimed at improving patient care and reducing healthcare costs [3] - The company's technology serves critical medical markets, including blood and plasma component collection, surgical suites, and hospital transfusion services [3]

Core Insights - Haemonetics Corporation's Hospital business recovery is expected to drive growth in upcoming quarters, supported by the strong uptake of the NexSys PCS system and overall financial stability [1][3][6] Financial Performance - In the past year, Haemonetics' shares have decreased by 14.5%, while the industry and S&P 500 have grown by 9% and 10%, respectively [2] - The company has a market capitalization of $3.26 billion and has beaten earnings estimates in three of the last four quarters, with an average surprise of 1.01% [2] - The Zacks Consensus Estimate for fiscal 2025 earnings has decreased by 0.2% to $4.54 per share, while the revenue estimate is $1.39 billion, indicating a 6.2% increase from the previous year [10] Business Segments - The Hospital business achieved a 24% increase in revenues in the third quarter of fiscal 2025, driven by strong market growth and share gains [4] - The Interventional Technologies business grew by 47% in the same quarter, with significant contributions from the Vascular Closure business and positive feedback for the Enzo ETM esophageal cooling device [5] Product Developments - The NexSys PCS system, which is FDA-cleared, aims to enhance plasma yield collections and improve productivity, with the proprietary Persona Technology increasing yield by 9% to 12% on average [6][7] - The rollout of the NexSys system is expected to drive meaningful improvements in 2025 as the transition from older devices continues [7] Market Challenges - Ongoing global geopolitical constraints and economic uncertainty are impacting operational results, with a 5.4% year-over-year increase in the cost of goods sold [8] - The competitive landscape poses challenges, particularly with slower-than-expected product adoption by key customers like the American Red Cross [9]

Core Insights - Haemonetics Corporation has announced changes to its Executive Leadership team, appointing Frank Chan as Executive Vice President and Chief Operating Officer, effective April 7, 2025, and Roy Galvin as Executive Vice President and Chief Commercial Officer, effective immediately [1][4] Group 1: Leadership Changes - Frank Chan will oversee research and development, regulatory affairs, global manufacturing, and supply chain operations, reporting to the President and CEO Chris Simon [2] - Roy Galvin, previously President of Global Plasma and Blood Center, will now manage the Global Hospital business and direct commercialization initiatives for the entire product portfolio [4] Group 2: Leadership Experience - Frank Chan brings over 25 years of experience in medical device and healthcare technology, having previously served as President of Acute Care & Monitoring at Medtronic, and held roles at Covidien and DePuy Orthopaedics [3] - Roy Galvin has over 25 years of experience in the global healthcare technology field, particularly in the Neuroscience and Orthopedic markets at Medtronic [4] Group 3: Company Strategy - Chris Simon emphasized that the addition of Chan and the expanded role for Galvin aligns with the company's long-range plan for growth and success [5]

Core Insights - Haemonetics Corporation will have its President and CEO, Chris Simon, participate in a fireside chat with investors at the Raymond James 46th Annual Institutional Investors Conference on March 4, 2025 [1] - The event will be accessible via a live webcast on Haemonetics' Investor Relations website, with a replay available for 90 days post-event [2] - Haemonetics is a global healthcare company focused on innovative medical products and solutions aimed at improving patient care and reducing healthcare costs, particularly in blood and plasma collection, surgical suites, and hospital transfusion services [3]

Core Insights - Takeda has received EMA approval for a new 2 mL pre-filled pen option for TAKHZYRO® (lanadelumab) aimed at adolescents (aged 12 and above) and adult patients with Hereditary Angioedema (HAE) [1][5] - This new option enhances Takeda's commitment to the HAE community by providing individualized treatment solutions to alleviate the burden of HAE and improve patients' quality of life [1][2] Company Overview - Takeda is a leading biopharmaceutical company focused on creating better health outcomes and delivering life-transforming treatments across various therapeutic areas, including rare diseases [7] - The company emphasizes innovation and patient-centric solutions, particularly for underserved communities, and has a strong historical engagement in HAE treatment [2][7] Product Information - TAKHZYRO® is a fully human monoclonal antibody that targets plasma kallikrein, indicated for the routine prevention of recurrent HAE attacks in patients aged 2 years and older [4][6] - The newly approved 300 mg solution for injection in a pre-filled pen is designed for subcutaneous administration, allowing for self-administration or caregiver administration after proper training [4][8] Market Context - HAE is a rare genetic disorder affecting approximately 1 in 50,000 people globally, often under-recognized and under-treated [2][3] - The approval of the new administration option is expected to provide additional individualized treatment choices for HAE patients aged 12 years and older, addressing a significant unmet need in the market [2][5]

Core Viewpoint - CSL Behring K.K. has received approval from Japan's Ministry of Health, Labour and Welfare for ANDEMBRY® (garadacimab) Subcutaneous Injection 200mg Pens, marking a significant advancement in the management of hereditary angioedema (HAE) [1][3] Product Overview - ANDEMBRY is the first fully human monoclonal antibody in Japan designed to inhibit activated Factor XII (Factor XIIa), which is crucial in the angioedema attack process [2] - The product is approved for the prevention of acute attacks of HAE and is the first pre-filled pen for once-monthly subcutaneous administration for long-term prophylaxis [1][6] Clinical Significance - The approval is based on the efficacy and safety data from the pivotal international Phase 3 VANGUARD trial, which included HAE patients from Japan [4][6] - HAE is a rare, chronic, debilitating genetic disorder affecting approximately 430 diagnosed patients in Japan, with a global prevalence estimated at 1 in 50,000 people [3][4] Company Commitment - CSL has a 40-year commitment to HAE research and treatment optimization, with ANDEMBRY being the first approved recombinant monoclonal antibody developed entirely by CSL [3][5] - The company emphasizes its dedication to improving the lives of those with HAE, having supported this community for over four decades [6][9] Approval Timeline - ANDEMBRY has also received approvals in Australia, the United Kingdom, and the European Union, indicating a broad acceptance of the product in multiple markets [1][7]

Core Insights - Astria Therapeutics (NASDAQ: ATXS) is highlighted as having an attractive risk-reward profile that the market may be underestimating [1] - The company has entered Phase 3 trials for its lead product targeting hereditary angioedema, indicating significant progress in its development pipeline [1] Company Analysis - Astria Therapeutics operates in the small-cap biotech sector, which is known for its volatility but also potential for high returns [1] - The focus on high-growth companies and disruptive technologies suggests a strategic positioning towards sectors with exponential expansion potential [1] Investment Perspective - The analysis emphasizes a mix of fundamental analysis and future trend prediction as a method for evaluating investment opportunities in innovative companies [1]

Haemonetics Corporation (HAE) delivered third-quarter fiscal 2025 adjusted earnings per share (EPS) of $1.19, which rose 14.4% year over year. The bottom line was on par with the Zacks Consensus Estimate. Find the latest EPS estimates and surprises on Zacks Earnings Calendar.On a GAAP basis, EPS was 74 cents compared with 61 cents in the prior-year quarter.Following the earnings announcement, shares of HAE rose 0.02% in after-market trading yesterday. HAE’s Q3 RevenuesRevenues increased 2.7% to $348.5 milli ...

Haemonetics Corporation (NYSE:HAE) Q3 2025 Earnings Conference Call February 6, 2025 8:30 AM ET Company Participants Olga Guyette - Vice President, Investor Relations and Treasury Christopher Simon - President and Chief Executive Officer James D'Arecca - EVP and Chief Financial Officer Conference Call Participants Anthony Petrone - Mizuho Financial Group Marie Thibault - BTIG David Turkaly - Citizens JMP Andrew Cooper - Raymond James Mike Matson - Needham & Company Craig Bijou - Bank of America Securities M ...

Haemonetics (HAE) reported $348.54 million in revenue for the quarter ended December 2024, representing a year-over-year increase of 3.7%. EPS of $1.19 for the same period compares to $1.04 a year ago.The reported revenue represents a surprise of -1.30% over the Zacks Consensus Estimate of $353.15 million. With the consensus EPS estimate being $1.19, the company has not delivered EPS surprise.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expecta ...