Key Takeaways JNJ will report Q2 earnings on July 16, with sales and EPS estimates at $22.79B and $2.66, respectively. Growth in key drugs like Darzalex and Tremfya will likely offset declines from Stelara and Imbruvica. MedTech faces challenges in China, but Abiomed, Shockwave and new products may support growth.Johnson & Johnson (JNJ) will begin the earnings season for the drug & biotech sector when it reports its second-quarter 2025 results on July 16. The Zacks Consensus Estimate for second-quarter sa ...

China Healthcare Service & Devices 2Q25 preview: new order momentum key for CDMO; eyes on recovery for in-hospital surgeries and consumption As we head into the 2Q25 earnings season, we've seen a pickup in investor inquiries around CRO/CDMO, Medtech, and Services and exploring potential trading opportunities, following strong performance in biotech/pharma. While Biotech remain our top-ranking sub-sector within our coverage (see Ziyi's report), we believe 2Q earnings releases in the CDMO segment could cataly ...

Core Insights - Duolingo, Inc. will announce its second quarter results for the period ending June 30, 2025, on August 6, 2025, after the U.S. market closes [1] - A live video webcast of the earnings announcement will be available to the public on Duolingo's Investor Relations website [2] - Duolingo is recognized as the leading mobile learning platform globally, with its app being the most popular for language learning and the top-grossing app in the Education category on major app stores [3] Company Overview - Duolingo's flagship app has gained significant popularity, becoming the preferred choice for language learners worldwide [3] - The company emphasizes technology in its operations, aiming to provide an engaging and effective learning experience [3] - Duolingo is committed to its mission of delivering the best education globally and making it universally accessible [3]

[Music] [Applause] This is the future of medicine. It's about you is to you from you. I want to tell you something.What if I tell you that someone sitting in this room, maybe one of your students, maybe the lady, the young lady sitting in the back will create something that will save millions of lives. But if I tell you that someone somewhere sitting and saying I will be the one who will create this amazing medical device that will save lives won't be able to even raise a small amount of capital for even pr ...

Key Takeaways ABT posted strong Q1 CGM sales of over $1.7B, up 21.6% y/y, on FreeStyle Libre's global momentum. Diagnostics sales rose on growing demand for routine tests, with Core Lab up 6.5% outside China. EPD organic sales grew 8% as ABT scaled up its capital-light licensing model in emerging markets.Abbott’s (ABT) diversified business portfolio appears to be well-positioned to drive continued momentum in 2025. The stock carries a Zacks Rank #2 (Buy) currently.Factors Driving ABT SharesWithin Abbott’s ...

1 July 2025 | 3:48PM HKT China Healthcare Service & Devices CDMO 2Q order momentum continued; recovery for Medtech & Services more likely in 2H25 We hosted 54 China Healthcare companies in-person in Hong Kong (June 24-27), among which were CDMO/CRO (e.g., WuXi AppTec, Asymchem, Pharmaron, WuXi XDC, Tigermed, Genscript, Bora Pharma), MedTech (Weigao, AK Medical, Kangji, Angelalign, Jiangsu Yuyue, and Lepu), and Service names (Hygiea, Gushengtang, Jinxin, Aier). CRO/CDMO: Momentum continues; investor focus on ...

June 26, 2025 02:15 PM GMT China Healthcare | Asia Pacific 2025 NRDL and Commercial Insurance Drug List to Start Negotiation Key Takeaways Eligibility: Eligibility for NRDL negotiations is similar to previous years, including new drugs or indications approved before June 30, 2025, rare disease and pediatric drugs, etc. In addition, drugs eligible for the Commercial Insurance List include: 1) new drugs approved during 1/1/2020-6/30/2025; 2) rare disease drugs. Timeline: The NRDL negotiations may be moved ahe ...

Core Insights - zSpace is launching the zSpace Career Explorer™ application, an AR/VR tool aimed at preparing students for high-demand careers starting in the 2025–2026 school year [1][2] - The application is designed for grades 5–8 and focuses on career exploration in skilled trades and other high-demand fields [2][3] - zSpace Career Coach™, an AI-powered assistant, provides personalized career guidance within the Career Explorer application [4][6] Features and Functionality - The Career Explorer application includes interactive simulations for various careers such as welding, vehicle maintenance, robotic programming, and basic medical procedures [3][8] - Each simulation is set in realistic environments and includes dynamic career profiles detailing skills, responsibilities, salary ranges, and educational pathways [3][8] - The AI-powered Career Coach allows students to ask questions, explore related careers, and export transcripts for review, offering tailored guidance based on user interactions [4][8] Company Background - zSpace, Inc. is a leader in AR/VR experiences, focusing on STEM, CTE, and career readiness programs, and is trusted by over 3,500 educational institutions [7][8] - The company holds over 70 patents and emphasizes hands-on learning experiences that enhance student engagement and knowledge retention [7][9]

Investment Rating - The report assigns a "Buy" rating to Ocumension with a 12-month price target of HK$6.93, indicating a potential downside of 36.9% from the current price of HK$10.98 [6][7]. Core Insights - Management expressed confidence in OT-101 (low dose atropine) with ongoing business development negotiations and expects Phase 3 data readout in May 2026, which is crucial for regulatory filings in the US and China [3][5]. - The supply of Yutiq is expected to resume in China starting from July, with FY25 sales guidance reiterated to double to Rmb800 million, approximately 50% of which is anticipated from the Alcon franchise [5][6]. Summary by Sections Business Development Focus - The primary focus is on OT-101, with management anticipating positive Phase 3 data for children and adolescents with myopia, and plans for regulatory filings in both the US and China post-data readout [3][5]. - The ongoing Phase 3 multi-regional clinical trial (MRCT) includes over 700 participants globally, with a design that meets FDA and CDE requirements [3]. - Management is also monitoring SYD-101 for US visibility, especially following its recent EU approval, with the upcoming FDA PDUFA date seen as a significant event [3][5]. - Market penetration remains a key uncertainty, with accessible pricing between US$60-90/month and potential reimbursement, but concerns exist regarding physician willingness to prescribe and competition from compound pharmacies [3][5]. Financial Guidance - Management expects Yutiq supply constraints to ease, projecting flat or slight increases in sales for the full year, estimated at Rmb50-60 million [5]. - The FY25 sales guidance of Rmb800 million reflects a doubling of sales, with a significant contribution from the Alcon franchise [5][6].

Core Insights - iHuman Inc. reported its unaudited financial results for Q1 2025, highlighting a decrease in revenues but continued profitability for 13 consecutive quarters [1][9][11]. Financial Performance - Revenues for Q1 2025 were RMB 210.4 million (US$ 29.0 million), down from RMB 235.0 million in the same period last year, attributed to a decline in China's newborn population and conservative consumer spending [9][11]. - Gross profit was RMB 143.8 million (US$ 19.8 million), compared to RMB 168.1 million in the same period last year, with a gross margin of 68.3%, down from 71.5% [9][14]. - Operating income increased to RMB 21.6 million (US$ 3.0 million) from RMB 17.5 million in the same period last year [9][17]. - Net income rose to RMB 26.5 million (US$ 3.7 million), compared to RMB 22.3 million in the same period last year, with basic and diluted net income per ADS at RMB 0.51 (US$ 0.07) and RMB 0.49 (US$ 0.07), respectively [9][18]. User Engagement and Product Development - Average total Monthly Active Users (MAUs) for Q1 were 26.51 million, slightly up from 26.38 million in the same period last year [9][12]. - The company expanded its product offerings, including the iHuman Chinese app, which increased its content library from 1,300 to 1,800 Chinese characters, and the introduction of a new module in iHuman Magic Thinking focused on applied problem-solving [5][6]. - iHuman launched the iHuman All-Subject Master, a budget-friendly smart device aimed at helping young children develop foundational skills [6]. Strategic Partnerships and Future Outlook - iHuman engaged in discussions with Oxford University Press to explore collaboration opportunities, integrating 25 original OUP reading series into its English product line, covering over 1,000 titles for children aged 3 to 12 [7]. - The company aims to continue developing high-quality products that support children's holistic growth while expanding its global reach [8].