Medical Aesthetics
Search documents
BeautyHealth to Report Fourth Quarter and Full Year 2025 Financial Results on March 12, 2026
Globenewswire· 2026-02-26 15:00
LONG BEACH, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- The Beauty Health Company (NASDAQ:SKIN), home to flagship brand Hydrafacial™, today announced it will report fourth quarter and full year 2025 financial results after market close on Thursday, March 12, 2026. The Company will host an investor conference call at 4:30 p.m. Eastern Time, following a press release detailing the results. A live webcast of the call can be accessed on the Company’s investor relations website at https://investors.beautyhealth.co ...
Bausch Health(BHC) - 2025 Q4 - Earnings Call Transcript
2026-02-18 23:02
Bausch Health (NYSE:BHC) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsGaren Sarafian - VP and Head of Investor RelationsGlen Santangelo - Managing DirectorJJ Charhon - EVP and CFOJonathan Sadeh - CMO and Head of Research and DevelopmentLes Sulewski - VP of Spec Pharma and Biotech Equity ResearchThomas Appio - CEOUmer Raffat - Equity Research of Biotech, Pharma-major, and Specialty PharmaConference Call ParticipantsMichael Freeman - Equity Research AnalystNone - AnalystNone - Analy ...
Bausch Health(BHC) - 2025 Q4 - Earnings Call Transcript
2026-02-18 23:02
Bausch Health (NYSE:BHC) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsGaren Sarafian - VP and Head of Investor RelationsGlen Santangelo - Managing DirectorJJ Charhon - EVP and CFOJonathan Sadeh - CMO and Head of Research and DevelopmentLes Sulewski - VP of Spec Pharma and Biotech Equity ResearchThomas Appio - CEOUmer Raffat - Equity Research of Biotech, Pharma-major, and Specialty PharmaConference Call ParticipantsMichael Freeman - Equity Research AnalystNone - AnalystNone - Analy ...
Bausch Health(BHC) - 2025 Q4 - Earnings Call Transcript
2026-02-18 23:00
Financial Data and Key Metrics Changes - Bausch Health reported a revenue increase of 9% in Q4 2025 compared to Q4 2024, reaching $2,796 million, with adjusted EBITDA rising by 13% to $1,052 million [10][11] - For the full year 2025, revenue grew by 7% and adjusted EBITDA by 10%, indicating strong operational performance [18][19] - Adjusted gross margin was 71.6%, down 80 basis points year-over-year, while adjusted operating expenses increased by $75 million to $1,033 million [10][11] Business Line Data and Key Metrics Changes - Salix revenue in Q4 was $693 million, a 9% increase year-over-year, driven by strong demand and promotional efforts [12] - Solta Medical segment revenues decreased by 1% to $137 million, impacted by distributor transition in China, but would have shown mid-single-digit growth without this effect [15][16] - The diversified segment saw a 12% revenue increase to $255 million, primarily due to improved net pricing [16] Market Data and Key Metrics Changes - International segment revenues were $306 million, up 10% on a reported basis, with EMEA and LatAm showing double-digit growth, while Canada contracted by 6% [13][14] - The Latin American market returned to growth with a 22% revenue increase, while Canada faced challenges due to increased generic competition [14][15] Company Strategy and Development Direction - The company aims to enhance operational assets through innovation and optimize brand growth globally, with a focus on business development opportunities [21][22] - The acquisition of Shibo's aesthetics distribution platform in China is expected to strengthen the company's market presence and enhance direct engagement with providers [7][26] - Strategic priorities for 2026 include maximizing shareholder value and optimizing the capital structure following significant refinancing [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future growth, citing strong cash generation and improved capital structure, allowing for proactive business development [5][7] - The company anticipates a stronger growth rate in the first half of 2026, with a revenue guidance range of $5.25 billion to $5.4 billion [20][21] - Management acknowledged the disappointment regarding the RED-C trial results but remains focused on advancing other development opportunities [9] Other Important Information - The company achieved over $1 billion in adjusted operating cash flow for the year and reduced net debt by approximately $320 million in Q4 [7][12] - The debt maturity profile was improved by approximately $1.7 billion through a debt exchange, providing additional flexibility for future opportunities [7][19] Q&A Session Summary Question: Post RED-C readout, what is the updated decision framework for separation and debt repayments? - Management stated there is no change in focus, continuing to prioritize debt repayment and reinvestment in the business [33] Question: Can you provide more details about business development plans? - Management is screening various assets for potential acquisitions, leveraging their strong commercial team [36][37] Question: What is the impact of the Shibo integration on revenue and EBITDA growth? - The integration is progressing well, with a minor EBITDA impact of $10-$15 million due to accounting adjustments [45][47] Question: What are the expectations for Xifaxan generics? - Management confirmed that a generic is expected by January 1, 2028, and is focused on maximizing current value [84] Question: What is the EBITDA trajectory for 2027? - Management indicated that 2027 EBITDA would likely be around $2.7 billion, reflecting a dip compared to 2025 [86]
InMode: Some Green Shoots Appearing, But The Market Hasn't Noticed
Seeking Alpha· 2026-02-18 20:52
Company Overview - InMode Ltd. is an Israeli-based company specializing in medical aesthetics, providing platforms and technology for both minimally invasive and non-invasive procedures [1] - The company offers 12 platforms that deliver a variety of treatments, including radio-frequency (RF) micro-needling [1] Investment Philosophy - The investment approach emphasizes the importance of compounding, dividend reinvesting, and patient investing through various market conditions to achieve wealth creation [1] - The strategy includes a mix of steady accumulation of high-quality assets along with high-risk/high-reward opportunities and transformative technologies [1] Academic Background - The individual associated with the analysis has over 20 years of teaching experience at the college/university level and holds a PhD from Brunel University [1]
Alma, a Sisram Medical Company, Advances the Future of Intelligent Aesthetics at IMCAS World Congress 2026
Prnewswire· 2026-02-06 08:30
Core Insights - Sisram Medical Ltd, through its subsidiary Alma, showcased advancements in Intelligent Aesthetics at the IMCAS World Congress, emphasizing a technology-driven approach to aesthetic treatments [1] - The company presented new clinical data and case studies that reinforce its leadership in energy-based aesthetic solutions, particularly in scar management, rejuvenation, and tattoo removal [1] Group 1: Company Developments - Alma highlighted its innovative multi-technology laser platforms for various applications, including advanced laser-based rejuvenation and complex tattoo removal [1] - The Alma Hybrid platform was featured for its effectiveness in managing keloid scars in conjunction with surgery and steroid delivery [1] - The company’s advanced skin analysis platform, Alma IQ, supports personalized assessments and treatment planning from the initial patient interaction [1] Group 2: Industry Impact - The IMCAS World Congress serves as a significant platform for discussing the future of medical aesthetics, with Sisram's participation underscoring its commitment to evidence-based practices and technological innovation [1] - Discussions at the congress included the role of intelligent technologies and clinical insights in shaping the future landscape of medical aesthetics, attended by industry leaders [1]
UPDATE - Obagi Medical and Alpha Aesthetic Partners Announce Their Collaboration in the ALOHA Program to Drive Real-World Evidence with Obagi® saypha® MagIQ™
Globenewswire· 2026-01-27 14:45
Core Insights - Obagi Medical has partnered with Alpha Aesthetic Partners for the Aesthetics Leadership with Obagi's Hyaluronic Acid (ALOHA) Program, highlighting a commitment to innovation and education in aesthetic medicine [1][4] Company Overview - Obagi Medical is a leading innovator in physician-dispensed skincare with over 35 years of experience, focusing on various skin concerns including hyperpigmentation and premature aging [6] - Alpha Aesthetics Partners, founded in 2023, aims to advance the medical aesthetics industry through best-in-class support and clinical training, with a growing presence across 31 locations in 12 states [7] Program Details - The ALOHA Program will involve a structured, multi-site evaluation of Obagi's saypha MagIQ™ across Alpha's network, aiming to generate real-world evidence of the product's integration into clinical environments [2][3] - The program will collect standardized data to evaluate clinical performance and patient experience, with initial findings to be presented at the upcoming Alpha Summit [3] Product Information - Obagi's saypha MagIQ™, developed by Croma-Pharma GmbH, utilizes proprietary MACRO Core Technology for a stable hyaluronic acid matrix, designed to deliver natural-looking results with high performance [4]
Obagi Medical and Alpha Aesthetic Partners Announce Their Collaboration in the ALOHA Program to Drive Real-World Evidence with Obagi® saypha® MagIQ™
Globenewswire· 2026-01-27 13:22
Core Insights - Obagi Medical has partnered with Alpha Aesthetic Partners for the Aesthetics Leadership with Obagi's Hyaluronic Acid (ALOHA) Program, highlighting a commitment to innovation and education in aesthetic medicine [1][4] Company Overview - Obagi Medical is a leading innovator in physician-dispensed skincare with over 35 years of experience, known for addressing various skin concerns and recognized as the fastest-growing professional skincare brand in the U.S. in 2024 [6][10] - Alpha Aesthetics Partners, founded in 2023, aims to advance the medical aesthetics industry through best-in-class support and clinical training, with a growing presence across 31 locations in 12 states [7] Program Details - The ALOHA Program will involve a structured, multi-site evaluation of Obagi saypha MagIQ™ across Alpha's network, focusing on generating real-world evidence of the product's integration into clinical environments [2][3] - The program aims to assess both clinical performance and patient experience, with standardized data collection across participating practices, and initial findings to be presented at the upcoming Alpha Summit [3] Product Information - Obagi saypha ChIQ™, developed by Croma-Pharma GmbH, utilizes proprietary MACRO Core Technology to create a stable hyaluronic acid matrix, designed for natural-looking results and high performance [4]
InMode Flies To Three-Month High On A Rumored $1.1 Billion Takeover Offer
Investors· 2026-01-26 17:06
A foreign investment fund could scoop up medical aesthetics outlet InMode for $1.1 billion, an analyst said Monday as InMode stock surged. ...
Este Medical Group Marks Its 25th Clinic Worldwide with the Opening of a New Location in Sheffield, UK
TMX Newsfile· 2026-01-25 15:29
Sheffield, United Kingdom--(Newsfile Corp. - January 25, 2026) - Este Medical Group has announced the opening of a new clinic in Sheffield, marking the company's 25th clinic worldwide and further expanding its footprint across the United Kingdom. The new location reflects the group's continued growth and long-term investment in accessible medical and aesthetic care.To view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/9032/281523_6a2e12669453d817_001full.jpgLocated ...