CDMO (Contract Development and Manufacturing Organization)

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Landec(LFCR) - 2025 Q4 - Earnings Call Transcript
2025-08-07 21:30
Lifecore Biomedical (LFCR) Q4 2025 Earnings Call August 07, 2025 04:30 PM ET Speaker0Thank you, Stephanie. Good afternoon, everyone, and thank you for joining our fiscal twenty twenty five fourth quarter and full year update. Fiscal twenty twenty five was a strong year for Lifecore Biomedical. As you may recall, I joined the company in May 2024 and immediately began to tackle a number of challenges. I am pleased to report that with a new strategic plan and proven CDMO leadership, we were highly successful i ...
高盛:药明生物-2025 年中国医疗保健企业日-关键要点_收入指引有望达成;产能情况
Goldman Sachs· 2025-07-03 02:41
2 July 2025 | 4:24PM HKT WuXi Biologics (2269.HK): China Healthcare Corporate Day 2025 — Key Takeaways: on-track to deliver revenue guidance; capacity We hosted WuXi Biologics's IR team with investors (virtual) on Jul 2 at our China Healthcare Corporate Day 2025. Bottom line: Mgmt noted 1) on track to deliver FY25 revenue guidance (+12-15% y/y, or +17-20% y/y for continuing operations), supported by robust BD (business development) momentum and healthy new client order; 2) Leading biotech & pharma clients i ...
高盛:药明康德-2025 年中国医疗企业日 -关键要点
Goldman Sachs· 2025-06-25 13:03
We hosted WuXi XDC's Head of IR & PR with investors on Jun 24 at our China Healthcare Corporate Day 2025. Bottom line: mgmt reiterated 1) high visibility of FY25 revenue growth guidance of over 35% y/y, backed with strong client demand in ADC development, particularly from emerging China Biotech companies; 2) technological leadership in ADC and bio-conjugates, e.g. diversified technology platform for DAR, payload, linker, etc., and the advantage of new molecule development; 3) on-track capacity expansion wi ...