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Scryb Announces Proposed Share Consolidation
Newsfile· 2025-07-25 11:03
Toronto, Ontario--(Newsfile Corp. - July 25, 2025) - Scryb Inc. (CSE: SCYB) ("Scryb" or the "Company") announces a proposed consolidation of the common shares of the Company (the "Common Shares") on the basis of ten (10) pre-consolidation Common Shares for every one (1) post-consolidation Common Share (the "Consolidation"). The Company currently has 323,187,472 Common Shares issued and outstanding, and following the Consolidation, will have approximately 32,318,747 Common Shares issued and outstanding, pri ...
药明生物_2025 年上半年初步营收_净利润同比增长 16%;关注抗体偶联药物(ADC)、新一代抗体偶联药物(XDC)之外的新订单增长WuXi Biologics (2269.HK)_ 1H25 preliminary revenue_NP growth of +16 y_y; eyes on the new order growth beyond ADC_XDC
2025-07-25 07:15
Summary of WuXi Biologics Conference Call Company Overview - **Company**: WuXi Biologics (2269.HK) - **Market Cap**: HK$122.4 billion / $15.6 billion - **Enterprise Value**: HK$119.8 billion / $15.3 billion - **Current Price**: HK$28.75 - **12-Month Price Target**: HK$25.60 - **Downside Potential**: 11.0% [1][5][18] Key Financial Highlights - **1H25 Preliminary Revenue Growth**: +16% year-over-year (y/y) [1] - **Net Profit Growth**: +56% y/y, slightly above market expectations [1] - **Gross Margin Expansion**: Increased by 3.6 percentage points y/y, attributed to milestone bookings in the "R" segment [1] - **Utilization Improvement**: Enhanced utilization of newly released capacity, particularly from WuXi XDC, and reduced losses from the Ireland site [1] - **Administrative Expenses**: Lowered due to a decline in share-based compensation, contributing to an 11% y/y increase in adjusted non-IFRS net profit [1] Future Outlook and Investor Concerns - **New Order Growth**: Expected growth of +13-15% y/y for continuing operations in FY24, with investor concerns regarding a slight decline in new orders excluding WuXi XDC [2] - **Visibility on Late-Stage Projects**: As of year-end 2024, the company reported 66 Phase III and 21 commercial projects, enhancing revenue predictability [3] - **Milestone Payments**: Near-term milestone payments are projected to reach US$140 million, with half expected to be booked in 2H24 and the remainder in 1H25 [3] Capital Expenditure and Expansion Plans - **Capex Guidance for FY25**: Management has guided for Rmb6.0 billion in capital expenditures, focusing on expansions in the US and Singapore [17] - **Specific Allocations**: Rmb1.4 billion earmarked for WuXi XDC's capacity expansion, with total budget estimates of US$500 million for the US site and US$2 billion for the Singapore site [17] Risks and Methodology - **Price Target Risks**: - Upside risk if legislation affects only federally funded projects or excludes WuXi names - Downside risks include potential legislative scenarios that could exclude US or ex-China revenue, cooling biotech funding, and increased competition [18] Financial Projections - **Revenue Forecasts**: - FY24: Rmb18,675.4 million - FY25: Rmb21,276.5 million - FY26: Rmb24,012.1 million - FY27: Rmb27,094.6 million [5][12] - **EBITDA and EPS Growth**: Projected EBITDA growth of 13.8% in FY24 and EPS growth of 15.3% in FY25 [12] Conclusion WuXi Biologics is positioned for growth with strong revenue and profit increases, but faces challenges related to new order momentum and external market conditions. The company's strategic focus on capacity expansion and milestone payments will be critical in maintaining its growth trajectory. Investors should remain cautious of legislative risks and competitive pressures in the biotech sector.
Abivax Announces Full Exercise of Underwriters’ Option to Purchase Additional ADSs, Bringing Gross Proceeds of Offering to $747.5M (€637.5M)
GlobeNewswire· 2025-07-25 06:00
Core Viewpoint - Abivax SA has successfully completed an offering of American Depositary Shares (ADSs), raising gross proceeds of approximately $747.5 million (€637.5 million) following the full exercise of the underwriters' option to purchase additional ADSs [1][2]. Group 1: Offering Details - The offering included a total of 11,679,400 ADSs, with gross proceeds of approximately $747.5 million (€637.5 million) and estimated net proceeds of around $700.3 million (€597.2 million) after deducting underwriting commissions and offering expenses [2]. - The offering price for the additional ADSs was set at $64.00 per ADS, which corresponds to €54.58 per ordinary share, reflecting a premium of 21.0% over the volume weighted average price of the ordinary shares in the preceding trading sessions [4]. Group 2: Use of Proceeds - The company intends to apply the net proceeds from the sale of the additional ADSs on a pro rata basis to the uses identified in the base offering [3]. Group 3: Company Overview - Abivax is a clinical-stage biotechnology company focused on developing therapeutics that modulate the immune response in patients with chronic inflammatory diseases, with its lead drug candidate, obefazimod (ABX464), currently in Phase 3 clinical trials for ulcerative colitis [7].
Investors decided the good outweighs the bad with Danaher, says Jim Cramer
CNBC Television· 2025-07-25 00:08
Coming into this week, I was really worried about Dan Herur, the life science and diagnostic powerhouse to be on for the travel trust. You can follow, of course, by joining the CBC Investing Club. See, for many years, Danner was arguably the bestrun conglomerate on Earth.And the stock has been a phenomenal long-term winner, up over 1,000% over the past 20 years. But ever since we got through the pandemic, the stock has struggled to get back on track. Now, we bought this one in early 2022.We happened to own ...
Unicycive Therapeutics: Manageable CMC Speed-Bump--Pill-Burden Edge Intact, Buying
Seeking Alpha· 2025-07-24 21:36
Group 1 - The company has a strong academic foundation with an MBA in Finance and an MD, enhancing its expertise in the financial sector [1] - The firm specializes in income investing and biotech/pharma investing, with nearly a decade of experience in these areas [2] - The organization focuses on identifying both short-term catalyst-driven opportunities and long-term investment strategies in the biotech sector [3] Group 2 - Subscribers receive regular portfolio trade alerts and have access to an interactive chat feature, promoting engagement and support [4] - The company has published a best-selling book on biotech investing and offers an online course, showcasing its commitment to educating investors [4] - The firm provides custom biotech analysis upon request, ensuring tailored insights for its audience [4]
Lazard(LAZ) - 2025 Q2 - Earnings Call Transcript
2025-07-24 13:00
Lazard (LAZ) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0There are important factors that could cause our actual results, level of activity, performance, achievements or other events to differ materially from those expressed or implied by the forward looking statements, including, but not limited to, those factors discussed in the company's SEC filings, which you can access on our website. Lazard assumes no responsibility for the accuracy or completeness of these forward looking statements and a ...
Ligand to Report Second Quarter 2025 Financial Results on August 7, 2025
GlobeNewswire· 2025-07-24 11:00
JUPITER, Fla., July 24, 2025 (GLOBE NEWSWIRE) -- Ligand Pharmaceuticals Incorporated (Nasdaq: LGND) today announced that it will report second quarter 2025 financial results on Thursday, August 7, 2025. The company will hold a conference call beginning at 8:30 a.m. ET to discuss the results and provide a general business update. Ligand is a biopharmaceutical company enabling scientific advancement through supporting the clinical development of high-value medicines. Ligand does this by providing financing, l ...
药明康德-_2025 年上半年初步营收_净利润同比增长 60%;关注业绩指引上调及新订单增长-WuXi XDC (2268.HK)_ 1H25 preliminary revenue_NP growth of +60 y_y; eyes on the guidance raise and new order growth
2025-07-24 05:03
Key focus areas for the upcoming earnings call in Aug 19th (8:30-9:30 AM HKT and 8:30-9:30 AM EST) Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, ...
Pharvaris: Deucrictibant Advanced To Target Two Sets Of HAE Patient Populations
Seeking Alpha· 2025-07-23 19:15
This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...
Market breadth is coming back. Here's what it means for investors
CNBC Television· 2025-07-23 19:07
Joining us now on set is Alli McCartney. She's managing director of UBS Private Wealth Management. You know what's so funny about market sentiment is literally yesterday it was like healthcare's dead.Yeah. Forget just forget it. You know, and and then today look at thermo look at some of these results and suddenly and now I feel like I've missed the trade.It's been one day, right. So that's where this market is, right. You have institutions that are pretty much resigned to staying where they are, seem to ha ...