Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
MDxHealth Q3 2025 Earnings Call - ExoDx Acquisition Sets Stage for Sustained Growth Amid Strategic Focus Shifts
MDxHealth reported a strong Q3 2025 with revenues climbing 18% year-over-year to $27.4 million and adjusted EBITDA turning positive at $1 million, marking continued operational discipline and efficien...
- Q3 2025 revenue reached $27.4 million, up 18% from 2024, driven by strong test volumes and mix shifts.
- Adjusted EBITDA was positive $1 million in Q3, improving from negative $3.8 million the prior year, highlighting improved profitability.
- MDxHealth completed the acquisition of Exosome Diagnostics (ExoDx) at quarter-end, expanding its precision diagnostics portfolio in urology.
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Journey Medical 3Q 2025 Earnings Call - Emrosi Launch Driving Strong Revenue Growth and Improved EBITDA
Journey Medical reported solid 3Q 2025 results, posting 21% year-over-year revenue growth led by a 75% sequential rise in Emrosi sales, their best-in-class oral treatment for inflammatory lesions of r...
- Journey Medical achieved 21% year-over-year revenue growth in 3Q 2025, driven predominantly by Emrosi's commercial success.
- Emrosi sales surged 75% sequentially from Q2 to Q3, contributing $4.9 million in revenue in the quarter.
- Total Emrosi prescriptions grew approximately 146% quarter-over-quarter, reaching 18,198 in Q3 2025.
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MaxCyte Q3 2025 Earnings Call - Strategic SPL Growth Amid Challenging Market and Streamlined Operations
MaxCyte reported $6.8 million in Q3 2025 revenue, reflecting consistent performance despite a tough operating environment marked by prolonged ex vivo therapy funding challenges. The company signed fou...
- Q3 2025 total revenue was $6.8 million, with $6.4 million core revenue and $0.4 million SPL program-related revenue, aligning with guidance despite some timing delays.
- MaxCyte signed four new strategic SPLs in 2025, bringing total SPLs signed to 32, maintaining a strong and diversified pipeline.
- Fourteen SPL customers currently have 18 clinical programs underway; five programs anticipate pivotal studies in the next 6-18 months, targeting commercial launches in 2027-2028.
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Immuneering Q3 2025 Earnings Call - Tevid MetNib Shows Transformational Efficacy and Tolerability in First-line Pancreatic Cancer
Immuneering's Q3 2025 earnings call spotlighted compelling clinical case studies demonstrating the potential of Tevid MetNib, in combination with FOLFIRINOX, to elicit remarkable tumor responses in fi...
- Immuneering presented two remarkable pancreatic cancer case studies with Tevid MetNib plus FOLFIRINOX, including an unconfirmed complete response and successful surgical conversion.
- Previous data showed 86% overall survival at nine months in 34 first-line pancreatic cancer patients treated with Tevid MetNib and gemcitabine nab-paclitaxel, significantly higher than the ~47% standard care benchmark.
- Tevid MetNib demonstrated a favorable tolerability profile; patients reported improved quality of life and maintained stable weight during treatment.
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Journey Medical Q3 2025 Earnings Call - Emrosi Launch Powers 21% Revenue Surge, Approaching EBITDA Positivity
Journey Medical reported a strong third quarter in 2025 with 21% year-over-year revenue growth, largely driven by the robust commercial launch of Emrosi, their oral rosacea treatment. Emrosi prescript...
- Journey Medical achieved 21% year-over-year revenue growth in Q3 2025, primarily driven by Emrosi’s commercial launch.
- Emrosi sales reached $4.9 million in Q3, a 75% increase from Q2, with prescriptions growing approximately 146% quarter-over-quarter.
- The number of unique Emrosi prescribers rose 50% from 1,800 to over 2,700, showing rapid adoption within targeted dermatologists.
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Celcuity Q3 2025 Earnings Call - Gedatolisib Poised as New Standard in HR+ HER2- Advanced Breast Cancer
Celcuity’s Q3 2025 earnings call spotlighted their landmark progress toward positioning gedatolisib as a new standard of care for HR positive, HER2 negative advanced breast cancer patients. The compan...
- Celcuity reported positive top-line data from the PIK3CA wild-type cohort of the phase III VIKTORIA-1 trial showing remarkable median progression-free survival (PFS) improvements: 9.3 months for the gedatolisib triplet vs. 2 months for control.
- Hazard ratios of 0.24 for the triplet and 0.33 for the doublet are unprecedented in second-line HR positive, HER2 negative advanced breast cancer, establishing new efficacy benchmarks.
- Objective response rates significantly favored gedatolisib combinations (32% triplet, 28% doublet) compared to 1% with fulvestrant alone, with median durations of response reaching 17.5 and 12 months respectively.
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Pulmonx Q3 2025 Earnings Call - Leadership Return Amid Execution Challenges and Renewal Focus on Profitable Growth
Pulmonx’s Q3 2025 earnings call marked the return of Glenn French as CEO and Derrick Sung as COO and CFO, signaling a leadership reset aimed at addressing recent growth deceleration and operational in...
- Glenn French returned as CEO and Derrick Sung as COO/CFO to address operational challenges and accelerate value creation.
- Pulmonx reported Q3 2025 total revenue of $21.5 million, a 5% increase year-over-year, with U.S. revenue up only 1%.
- International sales grew 15% year-over-year, driven by Europe, while China saw a revenue decline.
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Ibotta Q3 2025 Earnings Call - Strategic Transformation Gains Traction Despite Macro Headwinds
Ibotta delivered Q3 2025 results with revenue of $83.3 million, down 16% year-over-year, but adjusted EBITDA came in 44% above guidance midpoint, reflecting disciplined cost control and investment in ...
- Q3 revenue was $83.3 million, down 16% year-over-year, but adjusted EBITDA margin improved to 20%, surpassing guidance by 44%.
- LiveLift, Ibotta’s new incremental sales measurement solution, is gaining traction with accelerating pilot programs and positive initial client feedback.
- The strategic partnership with Circana introduces third-party validation for sales lift, addressing concerns about Ibotta 'grading its own homework' and enhancing client confidence.
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Snail Q3 2025 Earnings Call - Deferred Revenue Deflates Top-Line but ARK DLC Pre-Sales Signal Strong Q4
Snail’s Q3 2025 earnings reveal a company playing the long game with deferred revenue suppressing top-line numbers while bookings and engagement momentum build. The company reported a significant $10....
- Snail’s Q3 2025 net revenue declined to $13.8 million from $22.5 million year-over-year, primarily due to a $10.9 million increase in deferred revenue from the ARK: Survival Ascended Lost Colony Expansion Pass.
- Bookings rose 9.3% year-over-year to $17.6 million in Q3, demonstrating strong demand despite reported revenue decline.
- Deferred revenue balance was $36.4 million at quarter-end, with $35.3 million from non-refundable payments; $26.5 million expected to be recognized in the next 12 months.
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Fractyl Health Q3 2025 Earnings Call - Revita Demonstrates Durable Weight Loss Post-GLP-1 Discontinuation, Pivotal Data Ahead
Fractyl Health’s Q3 2025 earnings call laid bare a major inflection point. The company reported randomized, sham-controlled data proving that one Revita procedure sustains weight loss after patients s...
- Fractyl released first randomized, double-blind, sham-controlled data showing a single Revita procedure sustains weight loss after GLP-1 drug discontinuation.
- In Remain One Midpoint cohort, Revita patients lost an additional 2.5% body weight at 3 months post-GLP-1 withdrawal versus 10% regain in sham group, a statistically significant difference.
- The pivotal Remain One study (315 patients) is ahead of schedule, with 60% randomized as of late October 2025; full randomization expected early 2026.
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