Reproductive Health grew mid-single digits organically in the quarter and for the year. Management said newborn screening grew mid-single digits in the quarter and high single digits for the full year and cited contributions from work with Genomics England.Immunodiagnostics grew high single digits organically in the quarter and mid-single digits for the full year, with strength outside China partially offset by double-digit declines in China for the full year due to DRG-related volume pressures.Management s ...

Revvity (NYSE:RVTY) Q4 2025 Earnings call February 02, 2026 08:00 AM ET Company ParticipantsBrandon Couillard - Managing DirectorDan Arias - Managing DirectorDan Leonard - Managing DirectorLuke Sergott - Director for Healthcare Equity ResearchMax Krakowiak - SVP and CFOPrahlad Singh - President and CEOSteve Willoughby - SVP of Investor RelationsTycho Peterson - Managing DirectorVijay Kumar - Senior Managing DirectorConference Call ParticipantsAndrew Cooper - Equity Research AnalystCatherine Schulte - Senior ...

Fourth Quarter 2025 Earnings February 2, 2026 Safe Harbor This presentation contains "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995, including but not limited to statements relating to estimates and projections of future earnings per share, cash flow and revenue growth and other financial results, developments relating to our customers and end-markets, plans concerning business development opportunities, acquisitions or divestitures. Words such as "be ...

Group 1: Market Movements - Several biotech and healthcare companies experienced notable gains in after-hours trading, driven by earnings updates, guidance announcements, and broader investor sentiment [1] - FibroBiologics, Inc. (FBLG) led with a 7.68% increase, closing at $0.41, suggesting speculative interest or technical momentum [1] - Nyxoah SA (NYXH) advanced 3.94% to $5.28 after reporting preliminary results for Q4 and full year 2025, along with revenue guidance for Q1 2026 [2] - Fortress Biotech, Inc. (FBIO) climbed 6.90% to $4.49, continuing a trend of volatility despite no new news [2] - Revvity, Inc. (RVTY) gained 4.92% to close at $109.00, with investors likely reacting to a previous collaboration announcement with Eli Lilly [3] - Option Care Health, Inc. (OPCH) rose 3.28% to $33.11 after releasing preliminary unaudited financial results for Q4 and full year 2025, along with guidance for 2026 [4] - Actinium Pharmaceuticals, Inc. (ATNM) added 3.02% to close at $1.34, reflecting investor activity in the broader biotech sector [4] - Design Therapeutics, Inc. (DSGN) gained 1.97% to $9.30, indicating continued interest despite no specific news [5] Group 2: Company-Specific Developments - FibroBiologics, Inc. (FBLG) showed a significant rise without any company-specific news, indicating potential speculative interest [1] - Nyxoah SA (NYXH) provided revenue guidance for Q1 2026, which bolstered investor confidence in its growth trajectory [2] - Revvity, Inc. (RVTY) is expanding access to predictive models through a collaboration with Eli Lilly, aimed at accelerating AI-enabled drug discovery [3] - Option Care Health, Inc. (OPCH) released preliminary financial results and guidance, contributing to its positive after-hours reaction [4]

Core Insights - Revvity, Inc. (RVTY) has announced a collaboration with Eli Lilly and Company to integrate Eli Lilly's TuneLab predictive models into the Revvity Signals platform, enhancing AI-driven drug discovery capabilities [1][8] - The partnership aims to address challenges in AI drug discovery by utilizing federated learning and secure knowledge sharing, allowing organizations to collaborate effectively [2][10] - Revvity's stock has seen a 2.7% increase since the announcement, with a 6.1% rise over the past six months, compared to the industry's 10.6% growth and the S&P 500's 14.1% increase [3] Company Developments - The collaboration reinforces RVTY's Signals Xynthetica as a key component of its AI-enabled drug discovery strategy, promoting innovation across the biotech sector [4] - Joint funding initiatives by Eli Lilly and Revvity for small- and mid-sized biotech firms aim to lower entry barriers and encourage broader adoption of the Signals ecosystem [4][10] - RVTY currently holds a market capitalization of $11.84 billion, indicating its significant presence in the market [6] Technology and Market Trends - The TuneLab models leverage advanced AI and machine learning, built on extensive research data from Eli Lilly and the biotech community, enhancing predictive accuracy through federated learning [9] - The Signals platform provides essential infrastructure for utilizing TuneLab models, facilitating data management and collaboration among research teams [11] - The AI in drug discovery market is projected to reach $7.62 billion by 2026, with a CAGR of 9.9% through 2035, driven by reduced drug discovery time and costs, and increased adoption post-COVID-19 [12] Strategic Acquisitions - Revvity has announced plans to acquire ACD/Labs, enhancing its Signals capabilities by integrating advanced analytical software for pharmaceutical and materials science applications [13]

Core Insights - Revvity, Inc. has launched Signals Xynthetica, an AI-augmented design platform aimed at enhancing molecular and materials discovery across scientific industries [2][8] - The platform operates as a Models-as-a-Service (MaaS) solution, integrating advanced in-silico design capabilities with real experimental data [2][4] - Early access to Signals Xynthetica is expected in the first half of 2026, with pre-registration already underway [3][8] Product Features - Signals Xynthetica addresses the disconnect between computational models and experimental workflows, aiming to unify de novo generation, property prediction, and multi-objective optimization [4] - The platform is designed to accelerate discovery while maintaining scientific rigor, adapting to new data and benchmarking against real-world results [4][5] - Revvity emphasizes that the initiative serves as an operational backbone for predictive science, aligning AI predictions with laboratory realities [5] Market Position and Trends - Following the announcement, RVTY shares have remained relatively flat, gaining 1.4% over the past six months compared to the industry’s 6.2% growth and the S&P 500's 15.3% increase [6] - The introduction of Signals Xynthetica is expected to enhance Revvity's prospects as demand for predictive tools integrated with empirical workflows grows [7] Strategic Vision - Revvity is evolving from a provider of discrete scientific tools to a platform-centric technology partner, leveraging AI and cloud delivery to accelerate discovery and standardize workflows [14] - The acquisition of ACD/Labs is expected to strengthen Revvity's strategy by incorporating specialized analytical and molecular design tools into the Signals ecosystem [15]