Ginkgo Bioworks Holdings, Inc. (DNA) closed at $7.60 in the latest trading session, marking a +0.8% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 1.67%. On the other hand, the Dow registered a gain of 1.07%, and the technology-centric Nasdaq increased by 2.5%.Coming into today, shares of the company had gained 5.9% in the past month. In that same time, the Medical sector lost 9.34%, while the S&P 500 lost 6.57%.The upcoming earnings release of Ginkgo Bioworks Holdi ...

Group 1 - Guardant Health (GH) is expected to report a year-over-year decline in earnings, with a projected loss of $0.61 per share, representing a -32.6% change, while revenues are anticipated to be $191.1 million, up 13.4% from the previous year [3][10] - The earnings report is scheduled for April 30, 2025, and could influence the stock price depending on whether the results exceed or fall short of expectations [2][12] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4] Group 2 - The Most Accurate Estimate for Guardant Health is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -38.35%, suggesting a bearish sentiment among analysts [10][11] - Guardant Health has a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11] - Historically, Guardant Health has beaten consensus EPS estimates three times over the last four quarters, but the last reported quarter showed a surprise miss of -24% [12][13] Group 3 - In comparison, Repligen (RGEN) is expected to post earnings of $0.35 per share for the same quarter, indicating a year-over-year increase of +25%, with revenues projected at $164.48 million, up 8.7% [17] - Repligen's consensus EPS estimate has been revised 0.4% lower in the last 30 days, but a higher Most Accurate Estimate has resulted in an Earnings ESP of 3.77%, indicating a likelihood of beating the consensus [18]

Company Performance - Novavax closed at $6.01, with a slight increase of +0.17% on the most recent trading day, outperforming the S&P 500's loss of 2.36% [1] - Over the past month, Novavax shares have decreased by 21.05%, which is significantly worse than the Medical sector's loss of 9.83% and the S&P 500's loss of 5.6% [1] Earnings Estimates - Analysts expect Novavax to report an EPS of $0.19, representing a substantial increase of 118.1% compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is projected at $71.84 million, reflecting a decrease of 23.47% from the previous year [2] - For the full year, earnings are projected at $0.75 per share, indicating a growth of 160.98%, while revenue is expected to decline by 21.39% to $536.24 million [3] Analyst Projections - Recent shifts in analyst projections for Novavax should be monitored, as positive estimate revisions are generally seen as favorable for the company's business outlook [4] - Empirical research shows that estimate revisions correlate with stock price performance, which is utilized in the Zacks Rank model [5] Zacks Rank and Valuation - Novavax currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having increased by 579.09% in the past month [6] - The company has a Forward P/E ratio of 7.97, which is below the industry average of 15.7 [7] - Novavax's PEG ratio stands at 0.15, significantly lower than the industry average PEG ratio of 1.25 [8] Industry Context - The Medical - Biomedical and Genetics industry, which includes Novavax, has a Zacks Industry Rank of 72, placing it in the top 30% of over 250 industries [9]

Company Overview - uniQure (QURE) shares increased by 38.5% in the last trading session, closing at $13, following a notable volume of shares traded, contrasting with a 33.1% loss over the past four weeks [1] - The stock's rally was driven by the FDA granting Breakthrough Therapy designation to its pipeline candidate, AMT-130, for treating Huntington's disease, a rare neurodegenerative disorder [1] Financial Performance - The company is expected to report a quarterly loss of $1.07 per share, reflecting a year-over-year increase of 21.3%, while revenues are projected to be $6 million, down 29.3% from the same quarter last year [2] - The consensus EPS estimate for uniQure has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - uniQure is part of the Zacks Medical - Biomedical and Genetics industry, where Kiniksa Pharmaceuticals, Ltd. (KNSA) experienced a 1.6% decline in the last trading session, with a -11% return over the past month [3] - Kiniksa Pharmaceuticals has a consensus EPS estimate of $0.06 for its upcoming report, representing a 124% increase from the previous year, and currently holds a Zacks Rank of 2 (Buy) [4]

Company Performance - Cencora (COR) has returned 27.6% year-to-date, significantly outperforming the Medical group, which has lost about 5.6% on average [4] - Cencora currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook [3] - Over the past 90 days, the Zacks Consensus Estimate for Cencora's full-year earnings has increased by 0.1%, reflecting improving analyst sentiment [3] Industry Context - Cencora is part of the Medical Services industry, which consists of 58 stocks and is currently ranked 86 in the Zacks Industry Rank, with an average loss of 3% this year [5] - In comparison, Intensity Therapeutics Inc. (INTS), another outperforming stock in the Medical sector, has returned 5.1% year-to-date and belongs to the Medical - Biomedical and Genetics industry, which has seen a decline of 7.7% [4][6] - The Medical group includes 1002 companies and is currently ranked 3 in the Zacks Sector Rank, which evaluates the average Zacks Rank of individual stocks within the sector [2]

Group 1 - Adma Biologics (ADMA) closed at $21.31, with a +0.38% change from the previous day, outperforming the S&P 500's gain of 0.13% [1] - Over the past month, ADMA shares have appreciated by 3.01%, while the Medical sector lost 8.46% and the S&P 500 lost 6.3% [1] Group 2 - The upcoming financial results for Adma Biologics are anticipated to show an EPS of $0.16, reflecting a 100% increase from the same quarter last year [2] - Revenue is forecasted to be $119.1 million, indicating a growth of 45.46% compared to the corresponding quarter of the prior year [2] Group 3 - Full-year Zacks Consensus Estimates predict earnings of $0.71 per share and revenue of $495.8 million, representing year-over-year changes of +44.9% and +16.26%, respectively [3] - Recent adjustments to analyst estimates for Adma Biologics indicate positive sentiment regarding the company's business and profitability [3] Group 4 - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that stocks rated 1 deliver an average annual return of +25% since 1988 [5] - Over the past month, the Zacks Consensus EPS estimate for Adma Biologics has increased by 2.16%, and the company currently holds a Zacks Rank of 2 (Buy) [5] Group 5 - Adma Biologics has a Forward P/E ratio of 29.9, which is a premium compared to the industry average Forward P/E of 15.68 [6] - The Medical - Biomedical and Genetics industry, part of the Medical sector, has a Zacks Industry Rank of 76, placing it in the top 31% of over 250 industries [6]

Company Overview - Humacyte, Inc. (HUMA) closed at $1.55, reflecting a +0.65% change from the previous session, outperforming the S&P 500's loss of 2.24% on the same day [1] - Over the past month, shares of Humacyte have depreciated by 50.8%, significantly underperforming the Medical sector's loss of 7.47% and the S&P 500's loss of 4.17% [1] Financial Performance Expectations - Analysts expect Humacyte to report earnings of -$0.19 per share in the upcoming financial results, indicating a year-over-year growth of 34.48% [2] - The Zacks Consensus EPS estimate for Humacyte has increased by 10.48% over the past month [5] Analyst Sentiment and Estimates - Recent changes to analyst estimates for Humacyte reflect short-term business trends, with positive revisions indicating analysts' confidence in the company's performance and profit potential [3] - Humacyte currently holds a Zacks Rank of 3 (Hold), which is part of a ranking system that has historically delivered an average annual return of +25% for stocks rated 1 [5] Industry Context - Humacyte operates within the Medical - Biomedical and Genetics industry, which holds a Zacks Industry Rank of 75, placing it in the top 31% of over 250 industries [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Group 1 - Legend Biotech Corporation's shares increased by 5.1% to close at $33.74, following a notable trading volume, despite a 15.4% loss over the past four weeks [1] - The surge in stock price is attributed to investor optimism regarding the strong sales of Carvykti, a treatment for relapsed or refractory multiple myeloma, developed in collaboration with Johnson & Johnson [2] - The company is expected to report a quarterly loss of $0.34 per share, reflecting a year-over-year change of -112.5%, while revenues are anticipated to reach $190.47 million, a 102.7% increase from the previous year [2] Group 2 - The consensus EPS estimate for Legend Biotech has been revised 4.6% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [4] - Legend Biotech holds a Zacks Rank of 3 (Hold), while BioMarin Pharmaceutical, another company in the same industry, has a Zacks Rank of 2 (Buy) [4][5] - BioMarin's EPS estimate for the upcoming report has changed by -0.3% to $0.95, representing a year-over-year change of +33.8% [5]

Core Viewpoint - BioMarin Pharmaceutical (BMRN) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1]. Group 1: Earnings Performance - BioMarin has a solid track record of surpassing earnings estimates, with an average surprise of 21.35% over the last two quarters [2]. - In the most recent quarter, BioMarin reported earnings of $0.92 per share, exceeding the expected $0.73 per share by 26.03% [3]. - For the previous quarter, the company reported $0.91 per share against an expectation of $0.78 per share, resulting in a surprise of 16.67% [3]. Group 2: Earnings Estimates and Predictions - Recent changes in earnings estimates for BioMarin have been favorable, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - The combination of a positive Earnings ESP and a Zacks Rank 2 (Buy) suggests that another earnings beat is likely [9]. - BioMarin currently has an Earnings ESP of +6.51%, reflecting increased analyst optimism regarding the company's earnings prospects [9]. Group 3: Importance of Earnings ESP - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions [8]. - It is crucial to check a company's Earnings ESP before quarterly releases to enhance the likelihood of successful investment decisions [10].

Group 1 - Kiniksa Pharmaceuticals, Ltd. (KNSA) has shown a year-to-date return of approximately 2.5%, outperforming the Medical sector, which has seen an average loss of 7% [4] - The Zacks Consensus Estimate for KNSA's full-year earnings has increased by 182.9% over the past three months, indicating a positive trend in analyst sentiment [4] - Kiniksa Pharmaceuticals is ranked 2 (Buy) in the Zacks Rank, suggesting it is poised to outperform the broader market in the near term [3] Group 2 - Kiniksa Pharmaceuticals is part of the Medical - Biomedical and Genetics industry, which consists of 509 companies and currently ranks 85 in the Zacks Industry Rank [6] - Stocks in the Medical - Biomedical and Genetics industry have lost about 8.9% year-to-date, indicating that KNSA is performing better than its peers in this specific industry [6] - Another stock in the Medical sector, Krystal Biotech, Inc. (KRYS), has a year-to-date return of 6% and also holds a Zacks Rank of 2 (Buy) [5]