Question-and-Answer SessionMaybe we could -- I think, if we were sitting here a year ago, we'd be talking about the replacement cycle starting to kick off. We're a year into it. Maybe just talk a little bit about some of the trends you saw in 3Q, orders obviously outpacing revenues. So, talk about the momentum, the durability and how the pharma discussions are going now.Udit BatraPresident, CEO & Director Yes. Firstly, thank you for having me here, Tycho, and it's great to be here. I'm not surprised the fir ...

Company Overview - ChemoMetec A/S develops, manufactures, and markets instruments for cell counting and various other measurements, targeting the pharmaceutical, biotech, and agricultural industries globally [2] - The company was founded in 1997 and is listed on Nasdaq OMX Copenhagen [2] Managerial Transactions - The company has received a notification regarding transactions related to its shares made by persons in managerial positions, specifically mentioning CEO Martin Helbo Behrens [1]

Core Viewpoint - DexCom, Inc. is expected to report strong third-quarter results, driven by operational momentum, patient growth, and improved access, with a raised full-year revenue outlook reflecting confidence in demand and reimbursement expansion [1][2][8] Operational Performance - The company enters Q3 with solid operational momentum, supported by continued patient growth and a strengthening global footprint [2][8] - Commercial execution is a focal point, with healthy uptake of the product portfolio, particularly G7 and Stelo, despite competitive pressures [3][8] - Improved channel operations and access expansion are likely to have contributed to stronger prescription trends and pharmacy channel throughput [4][6] U.S. Market Dynamics - Strong new patient additions and integration with over 100 health systems have supported smoother prescription workflows [4][5] - Coverage for Type 2 diabetes patients not on insulin has broadened, with access secured through a major PBM, potentially covering around six million lives [4][5] International Trends - The international business has maintained healthy growth, driven by expanding Type 2 access and market penetration in regions like Ontario, France, and Japan [7][10] - Management expects continued international contribution, supported by growing awareness among primary care providers and improving prescription visibility [9][10] Stelo and New Market Initiatives - Stelo is an emerging growth vector, with over 400,000 app downloads and partnerships enhancing user engagement [11][12] - While currently a small financial contributor, Stelo is expected to represent 2% to 3% of 2025 sales, with ongoing feature expansion likely to accelerate adoption [12] Financial Outlook and Margin Progress - The company raised its full-year 2025 revenue outlook to $4.60 to $4.625 billion, reflecting 14% to 15% growth [13] - Gross margin is projected at approximately 62%, with expectations for sequential improvement as freight costs ease and inventory levels normalize [13][14] Estimate Picture - The Zacks Consensus Estimate for Q3 revenues is $1.18 billion, indicating an 18.4% improvement year-over-year, with EPS expected to increase by 26.7% to 57 cents [15] Long-Term Investment Visibility - Dexcom's long-term growth is supported by the expansion of the CGM category into Type 2 and pre-diabetes markets, with improving coverage and digital workflow integration [24][25] - Innovation remains central to the strategy, with advancements in product offerings and software enhancing usability and user engagement [25][26]

Core Insights - Conestoga Capital Advisors reported that equity markets reached new all-time highs in Q3 2025, but their Mid Cap Composite underperformed with a return of -3.2% net-of-fees compared to a 2.8% gain for the Russell Midcap Growth Index [1] - The focus on high-quality, profitable companies struggled in a risk-on environment during the quarter [1] Company Overview: IDEXX Laboratories, Inc. - IDEXX Laboratories, Inc. is a leader in diagnostics and information systems for veterinary, food, and water testing applications [3] - The company reported a one-month return of -1.74% and a 52-week gain of 38.06%, with shares closing at $637.13 on October 21, 2025, and a market capitalization of $50.97 billion [2] - IDEXX's revenue increased by 11% as reported and 9% organically in Q2 2025, despite weak veterinarian visits [4] Performance and Market Position - IDEXX Laboratories experienced strong earnings in Q3 2025, with accelerated organic revenue growth and rapid adoption of their latest premium instrument [3] - The number of hedge funds holding IDEXX shares decreased from 51 to 48 from the previous quarter, indicating a slight decline in popularity among institutional investors [4]

Intuitive Surgical TodayISRGIntuitive Surgical$435.73 +6.14 (+1.43%) 52-Week Range$425.00▼$616.00P/E Ratio60.77Price Target$584.76Add to WatchlistIntuitive Surgical Inc. NASDAQ: ISRG is entering a potential breakout window as it heads into its next earnings report on October 21, 2025. A wave of recent developments has improved the outlook and set the stage for a possible rally leading into—or following—the announcement. With new FDA approvals and a green light for European expansion, Intuitive Surgical now ...

ANNOUNCEMENT NO. 294 9 October 2025 Procedure of the Annual General Meeting The Annual General Meeting of ChemoMetec A/S was held on 9 October 2025 at 5.30 p.m. at Nordsjællands KonferenceCenter. At the Annual General Meeting, the Board of Directors' report on the company's activities during the past year was presented, the annual report for 2024/25 was approved, and the Board of Directors and the Executive Board were granted discharge. The Annual General Meeting approved the proposal of the Board of Dire ...

Market Overview - U.S. equity markets are showing mixed signals in premarket trading, with major indexes having closed at record highs previously, while futures indicate a cautious opening [1][2] - S&P 500 futures are up approximately 0.07% to 0.17%, and Nasdaq 100 futures are showing gains of around 0.19% to 0.36%, indicating confidence in the technology sector [2] - Dow Jones Industrial Average futures are slightly down by about 0.04% to 0.05%, while Russell 2000 futures are pointing higher with gains of 0.08% to 0.41% [2] Commodities and Cryptocurrencies - Gold futures are up 0.18%, nearing $3,900 per ounce, as investors seek safe haven assets amid market uncertainty [3] - Bitcoin has risen 1.78%, trading around $116,441 to $116,500, marking its highest level in two weeks [3] - The yield on the 10-year Treasury has slipped slightly to 4.10% [3] Recent Performance of Major Indexes - On October 1st, the S&P 500 climbed 0.3% to set a new all-time high, while the Dow Jones Industrial Average added 43 points, or 0.1%, reaching its second consecutive record close [4] - The Nasdaq Composite rose 0.4%, marking the strongest September for the S&P 500 in 15 years [4] Upcoming Market Events - Key economic data releases include August Factory Orders and Durable Goods Orders, along with the weekly Unemployment Claims report, expected to show a slight increase in claims [5] - Earnings reports are anticipated from companies such as AngioDynamics, Tesco, VinFast, and others, which will be closely scrutinized for their impact on market sentiment [5] - Federal Reserve officials' remarks, particularly from Dallas Fed's Lorie Logan, are expected to be impactful, with a 94.6% likelihood of an interest rate cut projected for the October meeting [5] Company-Specific Developments - Nike shares rose 6.4% after surpassing profit expectations and reporting strong growth in North American apparel sales [9] - Lithium Americas stock surged 23.3% after the U.S. government approved a $2.26 billion loan and took an ownership stake in the company, with a premarket climb of 39% [9] - Tesla is anticipated to report its third-quarter deliveries soon, following a four-session winning streak [9] - BASF announced new recycling processes for polyamides from end-of-life vehicles, contributing to the circular economy [9] - Unilever released a shareholder circular regarding a demerger expected to be finalized on November 8, 2025, which could impact its valuation and strategic direction [9] - Zurich Insurance Group published a report advocating for standardized national cybersecurity metrics to address global cyber risk protection gaps [9]

ANNOUNCEMENT NO. 291 11 September 2025 Guidance for the 2025/26 financial year ChemoMetec today approved the annual report for 2024/25, including the guidance for 2025/26, which is considered inside information. For 2025/26, ChemoMetec expects revenue in the range of DKK 545-565 million (2024/25: DKK 495.6 million) and EBITDA in the range of DKK 295-315 million (2024/25: DKK 258.0 million). The annual report for 2024/25, which is released along with this announcement, sets out the underlying assumptions a ...

Core Insights - Bruker Corporation reported adjusted earnings per share (EPS) of 32 cents for Q2 2025, a decline of 38.5% year over year, missing the Zacks Consensus Estimate by 3.03% [1][7] - The company's revenues for Q2 2025 were $797.4 million, down 0.4% year over year, but slightly above the Zacks Consensus Estimate by 0.11% [2][7] - Bruker has lowered its full-year guidance for 2025 due to weak demand and other market challenges [10][11] Revenue Analysis - Q2 2025 revenues were $797.4 million, reflecting a 0.4% decrease year over year, with organic revenues down 7% after accounting for acquisitions and foreign currency impacts [2][11] - U.S. revenues fell 8.5% to $222.9 million, while Asia Pacific revenues increased by 6.8% to $242.1 million [3][7] - The BSI segment's revenues decreased by 0.3% to $733.2 million, with the BioSpin Group experiencing a 10.2% decline [4][5] Margin Performance - Gross profit decreased by 6.9% to $357.9 million, with gross margin contracting by 315 basis points to 44.9% due to a 5.6% rise in the cost of revenues [6][8] - Adjusted operating profit fell 63% to $26.3 million, with the adjusted operating margin contracting by 558 basis points to 3.2% [8][12] Financial Position - At the end of Q2 2025, Bruker had cash and cash equivalents of $92 million, down from $184.2 million at the end of Q1 2025 [9] - Total long-term debt increased to $2.44 billion from $2.11 billion in the previous quarter [9] Guidance and Future Outlook - The company expects full-year 2025 revenues in the range of $3.43-$3.50 billion, down from previous estimates of $3.48-$3.55 billion, indicating a year-over-year growth of approximately 2% to 4% [11] - Adjusted EPS for the year is now projected to be between $1.95 and $2.05, a reduction from earlier estimates of $2.40-$2.48 [11][12] - Bruker has initiated a cost savings initiative aimed at reducing annual costs by $100 million to $120 million for fiscal year 2026 [13]

Core Insights - Zacks Premium provides various tools to enhance stock market investment confidence and effectiveness [1][2] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [3] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [4][5][6][7] - Value Score emphasizes identifying undervalued stocks using financial ratios [4] - Growth Score focuses on a company's future earnings and financial health [5] - Momentum Score capitalizes on existing price trends and earnings outlook [6] - VGM Score combines all three styles to provide a comprehensive assessment of stocks [7] Zacks Rank and Performance - The Zacks Rank is a proprietary model that uses earnings estimate revisions to assist in portfolio building [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [9] - There are over 800 top-rated stocks available, making it essential to utilize Style Scores for effective selection [10] Investment Strategy Recommendations - For optimal returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [11] - Stocks with a 3 (Hold) rank should also have A or B Scores to maximize upside potential [11] - The direction of earnings estimate revisions is crucial when selecting stocks, as declining forecasts can negatively impact share prices [12] Company Spotlight: Waters Corp. (WAT) - Waters Corp. is an analytical instrument manufacturer providing sustainable products for laboratory organizations [13] - Currently rated 3 (Hold) with a VGM Score of A, WAT has a Momentum Style Score of A and has seen a 2.2% increase in shares over the past month [13][14] - Recent upward revisions in earnings estimates for fiscal 2025 indicate positive momentum, with the Zacks Consensus Estimate rising by $0.06 to $12.90 per share [14]