Group 1 - The article discusses the investment opportunities and risks associated with Haemonetics (HAE), particularly after a significant decline in its share price despite the company maintaining its full-year guidance [1]. - The investment group "Value In Corporate Events" focuses on identifying actionable ideas from major corporate events such as earnings reports, mergers and acquisitions, and IPOs, providing coverage of approximately 10 major events each month [1]. - The author emphasizes the importance of tracking companies through catalytic events to uncover potential investment opportunities [1]. Group 2 - The article indicates a shift in the author's position regarding HAE, suggesting a move towards selling a long position [3].

Core Insights - Haemonetics is well-positioned to continue its earnings-beat streak, having a history of exceeding earnings estimates, particularly in the last two quarters with an average surprise of 11.15% [1] Earnings Performance - In the last reported quarter, Haemonetics achieved earnings of $1.27 per share, surpassing the Zacks Consensus Estimate of $1.12 per share, resulting in a surprise of 13.39% [2] - In the previous quarter, the company was expected to report earnings of $1.01 per share but delivered $1.10 per share, yielding a surprise of 8.91% [2] Earnings Estimates - There has been a favorable change in earnings estimates for Haemonetics, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that stocks with this profile beat consensus estimates nearly 70% of the time [6] Earnings ESP Analysis - Haemonetics currently has an Earnings ESP of +0.79%, indicating that analysts have recently become more optimistic about the company's earnings prospects [8] - The next earnings report for Haemonetics is expected to be released on February 5, 2026 [8]

Core Viewpoint - Haemonetics Corporation has announced the acquisition of Vivasure Medical Limited, enhancing its portfolio in the vessel closure market with innovative technology aimed at improving patient outcomes [1][4]. Acquisition Details - The acquisition involves an upfront cash payment of €100 million, approximately €52 million net after accounting for previous investments and loans, with potential additional contingent consideration of up to €85 million based on sales growth and milestone achievements [3]. - The transaction was financed through Haemonetics' available cash on hand [3]. Product Information - Vivasure's PerQseal Elite system utilizes a bioabsorbable patch for sealing large-bore arteriotomies and venotomies, providing a sutureless and fully absorbable solution for various medical procedures [2]. - The system has received CE Mark approval in Europe and a Premarket Approval application was submitted to the U.S. FDA in 2025 [2]. Strategic Implications - The acquisition is expected to expand Haemonetics' range of closure devices and strengthen its position in the growing structural heart and endovascular procedure markets [4]. - The clinical performance of the PerQseal Elite system, demonstrated by a 0% major complication rate at thirty-day follow-up, positions Haemonetics for increased leadership in advanced closure technologies [2][4]. Company Background - Haemonetics is a global medical technology company focused on improving healthcare quality and efficiency through innovative solutions [5]. - Vivasure Medical Limited specializes in advanced polymer implants and delivery systems for minimally invasive vessel closure [6].

BOSTON, Jan. 7, 2026 /PRNewswire/ -- Haemonetics Corporation (NYSE: HAE) announced that the Company intends to publish third quarter fiscal year 2026 financial results at 6:00 am ET on Thursday, February 5, 2026. The Company will hold a conference call with investors and analysts to discuss results and answer questions at 8:00 am ET on February 5, 2026. The call can be accessed via teleconference at: Q3 2026 Haemonetics Corporation Earnings Conference Call. Once registration is completed, participants will ...

Group 1 - Haemonetics Corporation will present at the 44th Annual J.P. Morgan Healthcare Conference on January 13, 2026, at 7:30 am Pacific Time [1] - The presentation will be accessible via a live audio webcast and will be available for replay for 30 days after the event [1] - Haemonetics is a global medical technology company focused on improving healthcare quality, effectiveness, and efficiency [2] Group 2 - The company offers innovative solutions including hospital technologies, plasma collection technologies, and products for blood centers [2] - Haemonetics aims to advance standards of care and enhance patient outcomes through its technologies [2]

分组1 - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores provide a rating system for stocks based on value, growth, and momentum characteristics, helping investors identify securities with high potential for market outperformance [2][3] 分组2 - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E and Price/Sales, appealing to value investors [3] - The Growth Score emphasizes a company's financial health and future outlook, analyzing projected earnings and sales for long-term growth potential [4] - The Momentum Score assists investors in capitalizing on price trends by evaluating recent price changes and earnings estimate revisions [5] 分组3 - The VGM Score combines the three Style Scores to identify stocks with attractive value, strong growth forecasts, and promising momentum, serving as a useful indicator alongside the Zacks Rank [6] - The Zacks Rank, a proprietary stock-rating model, utilizes earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.81% since 1988, significantly outperforming the S&P 500 [7][8] 分组4 - To optimize returns, investors should target stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B, while also considering the direction of earnings estimate revisions [9][10] - Haemonetics Corporation, which provides blood management solutions, is currently rated 3 (Hold) on the Zacks Rank but has a VGM Score of A and a Momentum Style Score of B, with shares increasing by 13.6% over the past four weeks [11][12] - Analysts have raised their earnings estimates for Haemonetics, with the Zacks Consensus Estimate increasing by $0.13 to $4.93 per share, indicating a positive outlook for the company [12][13]

Core Insights - Haemonetics Corporation's Hospital business recovery is expected to drive growth in upcoming quarters, with strong performance from the NexSys PCS system contributing to long-term growth potential. However, macroeconomic challenges and unfavorable foreign exchange rates pose risks to operations [1][9]. Company Overview - Haemonetics Corporation has a market capitalization of $4.08 billion and has outperformed earnings expectations in three of the last four quarters, achieving an average surprise of 6% [2]. Key Upsides - The NexSys PCS system, which is FDA-cleared, enhances plasma yield collections and improves productivity, reducing donor door-to-door time by an average of 16 minutes. The proprietary Persona Technology has shown to increase yield by 9% to 12%, with over 40 million collections to date [3]. - The Hospital business reported a 5% revenue increase in the fiscal second quarter, with Blood Management Technologies experiencing a 12% sales growth, driven by strong demand in hemostasis management and contributions from Vascular Closure devices [5][8]. Concerns - Haemonetics has a weak solvency position, exiting the fiscal second quarter with cash and cash equivalents of $296 million against near-term payable debt of $304 million and long-term debt of $920 million, resulting in a debt-to-capital ratio of 52% [6]. - Approximately 26.6% of the company's fiscal second-quarter sales were generated internationally, making it vulnerable to foreign exchange fluctuations, particularly due to a stronger dollar impacting operational results [9]. Financial Estimates - The Zacks Consensus Estimate for fiscal 2026 earnings has increased by 1.2% to $4.93 per share, with revenue estimates set at $1.32 billion, reflecting a 3.2% increase from the previous year [10].

Core Insights - BioCryst Pharmaceuticals has received FDA approval for ORLADEYO® (berotralstat), the first and only targeted oral prophylactic therapy for pediatric patients with hereditary angioedema (HAE) aged 2 to less than 12 years [1][4][12] Group 1: Product Details - ORLADEYO is now available in an oral pellet formulation, designed for easier administration to children, allowing it to be swallowed directly or sprinkled over soft food [6][9] - The approval was based on positive interim data from the APeX-P clinical trial, which demonstrated that ORLADEYO was well tolerated and resulted in early and sustained reductions in monthly attack rates for pediatric patients [5][7] Group 2: Market Context - Approximately 40% of children with HAE experience their first attack by age 5, highlighting the need for effective treatment options that are less burdensome than intravenous or subcutaneous therapies [2] - The introduction of ORLADEYO oral pellets is expected to change the management of HAE in younger patients, providing a more convenient option for families and caregivers [9] Group 3: Company Commitment - BioCryst is committed to supporting patients through its Empower Patient Services, which offers comprehensive assistance for navigating insurance and treatment needs [10] - The company has plans for additional regulatory filings for ORLADEYO in other regions, including Europe and Japan, indicating a strategy for global market expansion [8]

Core Insights - Pharvaris (PHVS) shares increased nearly 22% following positive results from the phase III RAPIDe-3 study for its drug deucrictibant, aimed at treating hereditary angioedema (HAE) attacks in adults and adolescents aged 12 and older [2][8] Study Results - The RAPIDe-3 study achieved its primary endpoint, with patients experiencing symptom relief within 1.28 hours after taking deucrictibant, compared to over 12 hours with placebo [3] - All secondary endpoints were met, including a median time to substantial symptom relief of under 3 hours with deucrictibant versus over 12 hours with placebo, and complete symptom resolution in 11.95 hours compared to more than 24 hours for placebo [3] - 83% of HAE attacks were managed with a single dose of deucrictibant, and over 93% of attacks were treated without the need for backup treatment [4] Regulatory Plans - Pharvaris plans to submit a regulatory filing for deucrictibant in the first half of 2026, which could position it as the second oral on-demand therapy for HAE after KalVista Pharmaceuticals' Ekterly [5] Competitive Landscape - Comparisons between deucrictibant and KalVista's Ekterly highlight potential advantages for deucrictibant, as it showed faster symptom relief in the RAPIDe-3 study compared to the KONFIDENT study supporting Ekterly's approval [6] - Year-to-date, Pharvaris stock has risen 53%, outperforming the industry growth of 20% [7] Product Development - Pharvaris is developing two formulations of deucrictibant: an immediate-release capsule for acute treatment and an extended-release tablet for prophylactic treatment [10] - The extended-release tablet is being evaluated in the phase III CHAPTER-3 study for HAE prophylaxis, with top-line data expected in the second half of 2026 [11] - Additionally, the extended-release formulation is under evaluation in the CREAATE study for treating acquired angioedema with C1-inhibitor deficiency [12] Market Positioning - If approved, deucrictibant will compete in the on-demand treatment space against KalVista's Ekterly, with advantages over older injectable treatments like Firazyr and Kalbitor due to its oral administration [14] - In the prophylactic treatment segment, competitors include BioCryst Pharmaceuticals and Ionis Pharmaceuticals, with BioCryst's Orladeyo and Ionis' Dawnzera being notable products [15]

Core Viewpoint - Ionis Pharmaceuticals and Otsuka Pharmaceutical have received a positive opinion from the CHMP of the European Medicines Agency for DAWNZERA (donidalorsen) aimed at preventing recurrent attacks of hereditary angioedema in adults and adolescents aged 12 years and older [1] Company Summary - Ionis Pharmaceuticals, Inc. is collaborating with Otsuka Pharmaceutical Co., Ltd. on the development of DAWNZERA [1] - The positive opinion from the CHMP is a significant step towards potential approval by the European Commission [1] Industry Summary - The decision by the CHMP highlights the ongoing advancements in treatments for hereditary angioedema, a rare but serious condition [1] - The approval process by the European Commission will be closely monitored as it may impact market dynamics for treatments targeting hereditary angioedema [1]