OPKO Health (OPK) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Speaker0 Good afternoon and welcome to the UpcoHealth First Quarter twenty twenty five Financial Results Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Yvonne Briggs. Please go ahead. Speaker1 Thank you, operator. Good afternoon. This is Yvonne Briggs with Allianc ...

Core Insights - OPKO Health, Inc. reported a consolidated total revenue of $149.9 million for Q1 2025, a decrease from $173.7 million in Q1 2024, with an operating loss of $67.2 million compared to $71.5 million in the previous year [2][3][14] - The company signed a definitive agreement with Labcorp to sell oncology and related clinical testing assets for up to $225 million, expected to close in the second half of 2025 [2] - OPKO entered into a collaboration agreement with Entera Bio to develop an oral GLP-1/glucagon tablet candidate for obesity and metabolic disorders, with OPKO holding a 60% ownership interest [2] - The company authorized an additional $100 million for its common stock repurchase program, increasing the total capacity to $200 million [2] Financial Performance - Total revenues for Q1 2025 were $149.9 million, down from $173.7 million in Q1 2024, with revenues from services at $102.8 million compared to $126.9 million in the prior year [14] - Revenue from products was $34.8 million, a decrease from $38.1 million in Q1 2024, primarily due to unfavorable foreign currency exchange rates and a decline in Rayaldee sales [3][14] - The net loss for Q1 2025 was $67.6 million, or $0.10 per share, compared to a net loss of $81.8 million, or $0.12 per share, in Q1 2024 [14] Operational Highlights - The company is advancing its immuno-oncology and immunology portfolio, with multiple clinical candidates in development, including MDX2001, MDX2003, and MDX2004 [2] - Enrollment and dosing for a Phase 1 Epstein-Barr virus vaccine trial, developed in collaboration with Merck, have commenced [2] - OPKO's cash, cash equivalents, and restricted cash totaled $449.7 million as of March 31, 2025, following the sale of GeneDx shares [8] Strategic Initiatives - The sale of BioReference's oncology assets is part of OPKO's strategy to streamline operations while maintaining core clinical testing services, which generated approximately $300 million in revenue for 2024 [2] - The collaboration with Entera Bio aims to leverage OPKO's proprietary technology to address obesity and metabolic disorders, indicating a focus on innovative therapeutic solutions [2] - The company continues to pursue share repurchase programs as part of its capital allocation strategy, reflecting confidence in its long-term value [2]

Company Announcement - MDxHealth SA will release its financial results for the first quarter ended March 31, 2025, after market close on May 14, 2025 [1] - A conference call will be held on the same day at 4:30pm ET / 22:30 CET, featuring CEO Michael K. McGarrity and CFO Ron Kalfus [2] Company Overview - MDxHealth is a leading precision diagnostics company that provides actionable molecular information to personalize patient diagnosis and treatment [3] - The company's tests utilize proprietary genomic, epigenetic (methylation), and other molecular technologies to assist in the diagnosis and prognosis of urologic cancers and diseases [3] - MDxHealth's U.S. headquarters and laboratory operations are located in Irvine, California, with additional operations in Plano, Texas, and European headquarters in Herstal, Belgium [3]

Core Points - Lucid Diagnostics Inc. will host a business update conference call and webcast on May 14, 2025, at 8:30 AM ET to discuss company operations and growth strategy [1] - The call will feature Lishan Aklog, M.D., the CEO, and Dennis McGrath, the CFO, who will present the first quarter 2025 financial results [1] - The conference call can be accessed via telephone or through the company's investor relations website [2] Company Overview - Lucid Diagnostics is a commercial-stage cancer prevention medical diagnostics company and a subsidiary of PAVmed Inc. [4] - The company focuses on patients with gastroesophageal reflux disease (GERD), who are at risk of developing esophageal precancer and cancer [4] - Lucid's EsoGuard® Esophageal DNA Test and EsoCheck® Esophageal Cell Collection Device are the first commercially available tools aimed at early detection of esophageal precancer [4]

Core Viewpoint - Oncocyte Corp. is making significant progress towards initiating a clinical trial for an organ transplant rejection monitoring test kit, which is essential for obtaining regulatory authorization to market the product [1][6]. Company Progress - Oncocyte has completed the clinical trial design and received approval from a central institutional review board (IRB) [2]. - The company expects to include three of the top 10 transplant centers in the U.S. as participants in the clinical trial, representing nearly 10% of the U.S. transplanted organ volume [3]. - Oncocyte estimates that transplant rejection testing generates approximately $500 million in annual revenue in the U.S., with a global addressable market exceeding $1 billion [4]. Market Engagement - The transplant community is enthusiastic about the opportunity to conduct testing in-house, with major transplant centers supporting Oncocyte's efforts [5]. - Oncocyte plans to announce its National Principal Investigator (NPI) soon and will host a conference call to introduce this key opinion leader [5]. Regulatory Pathway - The upcoming clinical trial is the only requirement for FDA authorization of Oncocyte's test kit, which is being pursued through a Class II de novo pathway [6]. - Oncocyte is preparing for its second and final Q-Submission (Q-Sub) meeting with the FDA, following productive discussions in previous meetings [7][8].

● 本报记者 王婧涵 从通用大模型到智能体，人工智能技术的升级一直是市场关注焦点。从2024年年报看，人工智能产业链 公司业绩大幅增长，应用场景不断落地赋能千行百业，为上市公司提供新发展动能。 AI赋能千行百业 作为未来社会的发展基础，人工智能对传统行业及新兴行业均产生显著影响。不少上市公司通过人工智 能技术赋能生产经营，或是围绕人工智能应用场景开拓新的业务，打造企业第二增长曲线，实现了高质 量发展并提升公司业绩。 在视源股份"未来一节课"体验区，记者体验了人工智能辅助自动生成课件、教案；智能反馈课堂情况、 智能分析学生学情等丰富的教育教学产品。 2024年，视源股份总收入同比提升11.05%，公司围绕视觉、听觉、触觉及数据四大方向推进以人工智 能为核心的技术布局，落地人工智能+教育、人工智能+办公等应用场景，在智能控制部件和智能终端 及应用上实现业绩增长。 视源股份未来教育集团（希沃）副总裁魏振水表示，数智化赋能课堂教学是时代要求，对重构新型教学 关系有重要意义，公司希沃品牌将秉持数智化教育使命，扎根校园、深入校园，通过人工智能和数智化 技术为消除教育行业的数字鸿沟尽一份力。 不仅教育行业，消费、能源、交通 ...

Labcorp Holdings (LH) reported adjusted earnings per share (EPS) of $3.84 in the first quarter of 2025. The figure rose 4.3% from the year-ago reported level.The adjusted figure excludes the impacts of certain amortization expenses and restructuring charges, among others. The bottom line beat the Zacks Consensus Estimate by 2.9%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)On a GAAP basis, EPS in the first quarter was $2.52 compared with $2.69 in the year-ago period.LH Q1 Revenu ...

Core Viewpoint - Oncocyte Corp. has published new data on its blood-based transplant rejection assay, indicating significant advancements in understanding organ rejection and potential market expansion opportunities for monitoring high-risk patients [1][4]. Scientific Significance - The study demonstrates a correlation between microvascular and vascular inflammation and elevated donor-derived cell-free DNA (dd-cfDNA) levels in blood plasma, enhancing the understanding of organ rejection biology [2]. - Two novel observations were made: T-cell mediated rejection (TCMR) is linked to high dd-cfDNA levels in the presence of vascular inflammation, while calcineurin inhibitor toxicity does not elevate dd-cfDNA levels [7][8]. Strategic Significance - The research supports the long-term management of high-risk transplant patients using Oncocyte's proprietary test, which is positioned to disrupt the market with more affordable and faster testing options [4][5]. - The study's findings validate the clinical utility of dd-cfDNA testing over a decade post-transplant, indicating its relevance in ongoing patient management [5]. - A significant portion of patients with organ rejection also exhibited de novo donor-specific antibodies, aligning with Oncocyte's previous clinical trial findings that led to expanded Medicare reimbursement [6]. Market Expansion - Oncocyte is developing a kitted version of its assay for local lab use, aiming to enhance accessibility and affordability of transplant monitoring tests [3]. - The collaboration with Charité University in Berlin has been instrumental in advancing scientific knowledge in transplantation, further solidifying Oncocyte's position in the market [4].

Core Insights - Mainz Biomed has entered into a technology partnership with EDX Medical Group to enhance cancer diagnostics in the UK [1][3] - The partnership will allow EDX Medical to utilize Mainz Biomed's molecular diagnostic technology, expanding its product offerings [2] Company Overview - Mainz Biomed specializes in molecular genetics diagnostics, focusing on early cancer detection [1] - The company's flagship product, ColoAlert, is a non-invasive test for colorectal cancer, currently marketed in Europe and undergoing FDA clinical studies for US approval [4] - Mainz Biomed's product pipeline includes PancAlert, an early-stage pancreatic cancer screening test [4] EDX Medical Group Overview - EDX Medical Group, based in the UK, develops digital diagnostic products for various diseases, including cancer [1][5] - The company aims to improve disease detection and treatment personalization through advanced biological and digital technologies [6]

SALT LAKE CITY, April 29, 2025 (GLOBE NEWSWIRE) -- Co-Diagnostics, Inc. (NASDAQ: CODX), a molecular diagnostics company with a unique, patented platform for the development of molecular diagnostic tests, announced today it will release its first quarter 2025 financial results on Thursday, May 8, 2025, after the market close. The Company will also host a conference call and webcast on the same day at 4:30 p.m. ET to discuss its financial results with analysts. Management on the call will include Dwight Egan, ...