Company Overview - Capricor Therapeutics (CAPR) shares increased by 5.3% to close at $6.52, with trading volume significantly higher than usual, contrasting with a 1% loss over the past four weeks [1][2]. Regulatory Update - The rise in CAPR shares is linked to a positive regulatory update regarding the Deramiocel program for Duchenne muscular dystrophy, following a Type A meeting with the FDA that provided guidance for a potential Biologics License Application [2]. Financial Expectations - The company is projected to report a quarterly loss of $0.54 per share, reflecting a year-over-year decline of 42.1%, while revenues are expected to reach $2.4 million, marking a 6.2% increase from the previous year [3]. Earnings Estimate Trends - The consensus EPS estimate for Capricor has remained stable over the last 30 days, indicating that stock price movements typically do not sustain upward trends without changes in earnings estimate revisions [4]. Industry Context - Capricor is part of the Zacks Medical - Products industry, where another company, biote Corp. (BTMD), experienced a 0.3% decline to $2.97, with a return of -11.3% over the past month [5].

Core Viewpoint - Tilray Brands, Inc. reported quarterly earnings of $0.02 per share, surpassing the Zacks Consensus Estimate of a loss of $0.03 per share, marking an earnings surprise of +166.67% [1] - The company posted revenues of $224.54 million for the quarter ended May 2025, which was 6.46% below the Zacks Consensus Estimate and a decrease from $229.88 million year-over-year [2] Financial Performance - The earnings report indicates a significant improvement from a loss of $0.04 per share a year ago [1] - Over the last four quarters, Tilray Brands has exceeded consensus EPS estimates twice, but has not beaten revenue estimates during the same period [2] Stock Performance - Tilray Brands shares have declined approximately 48.2% since the beginning of the year, contrasting with the S&P 500's gain of 8.6% [3] - The current Zacks Rank for Tilray Brands is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $209.71 million, and for the current fiscal year, it is -$0.17 on revenues of $885.29 million [7] - The outlook for the Medical - Products industry, to which Tilray Brands belongs, is currently in the bottom 30% of Zacks industries, which may negatively impact stock performance [8]

Group 1 - Cerus reported a quarterly loss of $0.04 per share, better than the Zacks Consensus Estimate of a loss of $0.05, representing an earnings surprise of 20% [1] - The company posted revenues of $43.24 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 2.95%, and up from $38.37 million a year ago [2] - Cerus has surpassed consensus EPS estimates three times over the last four quarters [2] Group 2 - The stock has underperformed, losing about 14.3% since the beginning of the year, compared to the S&P 500's decline of 5.3% [3] - The current consensus EPS estimate for the coming quarter is -$0.02 on revenues of $49.5 million, and -$0.10 on revenues of $198 million for the current fiscal year [7] - The Zacks Industry Rank for Medical - Products is in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Core Insights - InMode reported quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share, and down from $0.45 per share a year ago, representing an earnings surprise of -6.06% [1] - The company posted revenues of $77.87 million for the quarter, surpassing the Zacks Consensus Estimate by 0.61%, but down from $80.28 million year-over-year [2] - InMode has surpassed consensus revenue estimates four times over the last four quarters, while it has exceeded EPS estimates only twice [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.50 on revenues of $100.1 million, and for the current fiscal year, it is $1.83 on revenues of $383.8 million [7] - The estimate revisions trend for InMode is currently unfavorable, leading to a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] Industry Context - The Medical - Products industry, to which InMode belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact InMode's stock performance [5]

Financial Data and Key Metrics Changes - Fourth quarter revenue was $49.8 million, up 9% from the prior year period [21] - Fourth quarter gross profit margin was 71.8%, a 247 basis point increase from the fourth quarter of 2023 [25] - Net income was $3.5 million, down from $12.1 million in the fourth quarter of 2023 [26] - Adjusted EBITDA increased 11.4% to $15.1 million, with an adjusted EBITDA margin of 30.3% [27] - Cash flow from operations for fiscal year 2024 was $45.2 million, compared to $26.9 million for fiscal year 2023 [28] Business Line Data and Key Metrics Changes - Procedure revenue growth increased 5%, primarily driven by growth of established top-tier clinics [21] - Dietary supplement revenue increased 10.2% year-over-year, benefiting from the transition to the Amazon channel [24] Market Data and Key Metrics Changes - The company expects 2025 procedure revenue to increase approximately 2% to 4% from 2024 [29] - Dietary supplement revenue is expected to increase approximately 5% to 10% from 2024 [29] Company Strategy and Development Direction - The company has focused on strengthening its competitive moat through new and enhanced proprietary offerings [13] - The acquisition of Asteria Health in 2024 has allowed for vertical integration of manufacturing, generating cost efficiencies [14] - The launch of the BioteRx wellness platform is seen as a key competitive differentiator [15] - The company aims to expand its share of internally manufactured pellets as it gains additional state licenses [15] Management's Comments on Operating Environment and Future Outlook - Management acknowledges that procedure revenue growth was negatively impacted by a reduction in procedure volume during the transition to upgraded software [22] - The company is confident about the benefits of its clinical decision support software but expects new customer growth to slow in the first half of 2025 [23] - Management believes Biote has entered 2025 with a position of strength, underpinned by strategic assets that enhance capabilities [18] Other Important Information - The company has trained over 8,000 practitioners, representing a fraction of the total available patient and practitioner population [33] - Management emphasizes the importance of maximizing value from top-tier providers and adding new practitioners to broaden the network [36][37] Q&A Session Summary Question: Can you help reconcile the procedural revenue growth guidance? - Management indicated that new customers are a material part of the business, and growth in new customers is essential for future growth [44] Question: Can you provide more color on the three areas of focus mentioned? - Management highlighted the need to service existing accounts, focus on new clinic starts, and improve execution within the commercial organization [49][50][53] Question: Are patients being lost to GLP-1 offerings? - Management stated that they do not see a lack of interest in hormone optimization despite the growth of GLP-1s [61] Question: What is the current status of the onboarding process for the new software? - The rollout of the new software is complete, but it will be a continuous improvement project [77] Question: Do you expect gross margin to stay in the low 70 range in 2025? - Management confirmed that they are seeing solid benefits from Asteria, which is included in the guidance [80] Question: Has there been any uptick in churn among productive clinics? - Management reported no loss of customers or clinics due to the new software [85] Question: How is the Amazon channel performing for dietary supplements? - Management indicated that they are progressing well with the Amazon channel and do not see any issues [88] Question: How big is the clinical network today? - Management reported over 8,600 providers and emphasized the importance of training and onboarding new practitioners [91]

Group 1: Earnings Performance - Agilent Technologies reported quarterly earnings of $1.31 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, and showing an increase from $1.29 per share a year ago, representing an earnings surprise of 3.15% [1] - The company posted revenues of $1.68 billion for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 0.86%, and showing a slight increase from $1.66 billion year-over-year [2] - Over the last four quarters, Agilent has consistently surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Agilent shares have declined approximately 0.1% since the beginning of the year, while the S&P 500 has gained 1.3% [3] - The current consensus EPS estimate for the upcoming quarter is $1.33 on revenues of $1.65 billion, and for the current fiscal year, it is $5.56 on revenues of $6.83 billion [7] - The estimate revisions trend for Agilent is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Group 3: Industry Context - The Medical - Products industry, to which Agilent belongs, is currently ranked in the top 32% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]