Evolus (EOLS) Projects Strong Growth with Strategic Goals for 2025 and Beyond

 

• Evolus (EOLS, Financial) projects 2025 net revenues between $295 million and $305 million, marking an 11% to 15% increase over 2024.
• The company plans to launch new products, including Evolysse Sculpt in 2026 and Evolysse Lips in 2027.
• Evolus aims for sustainable profitability by 2026, with a target of a 20% non-GAAP operating income margin by 2028.

Evolus (EOLS) has reaffirmed its financial guidance for 2025, expecting total net revenues to range from $295 million to $305 million, indicating an 11% to 15% increase over projected 2024 figures. The company's Evolysse injectable HA gels are anticipated to contribute 10% to 12% to the full-year revenue for 2025. Additionally, Evolus forecasts full-year non-GAAP operating expenses between $208 million and $213 million.

The company has outlined a strategic timeline for launching new products, with Evolysse Sculpt set to debut in the U.S. in 2026, followed by Evolysse Lips in 2027. By 2028, Evolus aims to achieve total net revenue of $700 million and plans to update its long-term financial outlook in early 2026, after reassessing market conditions.

Looking ahead, Evolus expects to achieve positive non-GAAP operating income, projected between $5 million and $7 million, by the fourth quarter of 2025. The company is also on track for sustainable profitability starting in 2026. Moreover, Evolus plans a limited release of Estyme in Europe through a select group of physician partners, with a broader rollout targeted for the first half of 2026. By 2028, Evolus aims to reach a 20% non-GAAP operating income margin by efficiently utilizing its existing resources.

https://www.gurufocus.com/news/3188298/evolus-eols-projects-strong-growth-with-strategic-goals-for-2025-and-beyond

Caris Positive Earnings, Increases 2025 Revenue Guidance

 Revenue growth of 113% driven by strong performance in molecular profiling services

Raises 2025 revenue guidance to $720 to $730 million, representing year-over-year growth of 75-77%

https://finviz.com/news/219585/caris-life-sciences-reports-third-quarter-2025-financial-results-and-increases-2025-revenue-guidance

Jazz Pharmaceuticals up as Q3 results beat on both lines, adjusts 2025 guidance

 

• Jazz Pharmaceuticals (JAZZ) is up ~3% in after-hours trading Wednesday after reporting Q3 financial results that beat on both lines. The company also adjusted its full-year revenue guidance.
• The pharma now sees 2025 revenue of $4.175B-$4.275B from $4.15B-$4.3B prior. Consensus is $4.22B.
• In Q3, revenue increased 7.6% year-over-year, driven by sales of Epidiolex (cannabidiol) Xywav (calcium, magnesium, potassium & sodium oxybates), as well as the launch of Modeyso (dordaviprone). Xywav revenues were $302.6M (+20%), while Xywav's were $431.4M (+11%). Modeyso, which launched in August, brought in $11 M. 
• Jazz ended the quarter (Sept. 30) with cash, cash equivalents, and investments of ~$2B, compared to ~$3B on Dec. 31 ,2024 

https://www.msn.com/en-us/money/markets/jazz-pharmaceuticals-up-as-q3-results-beat-on-both-lines-adjusts-2025-guidance/ar-AA1PSQ25

China lifts export ban on Illumina effective November 10

 The Chinese Ministry of Commerce announced it will lift the export ban on Illumina Inc. (NASDAQ: ILMN) on November 10, according to a company statement. The ban had been in place since March 4, 2025.

The DNA sequencing company remains on China's Unreliable Entities List, which requires government approval for instrument purchases. Illumina stated it continues working toward a resolution regarding its inclusion on this list.

"We are pleased with the announcement from MOFCOM, which is a very positive step forward," said Jacob Thaysen, CEO of Illumina. "Illumina will continue to engage with authorities and stakeholders as we work toward a long-term resolution."

The company maintained its fiscal year 2025 guidance, which was updated during its third-quarter earnings call. Illumina has operated in the Chinese market for two decades, providing genomics technology to customers in research, clinical, and applied markets.

The San Diego-based company develops DNA sequencing and array-based technologies for applications in life sciences, oncology, reproductive health, and agriculture sectors.

https://www.streetinsider.com/Corporate+News/China+lifts+export+ban+on+Illumina+effective+November+10/25563641.html

Orasure International diagnostics revenue projected to decline ~ 20% for full year 2025

 

RISKS

International diagnostics revenue is projected to decline approximately 20% for full year 2025 compared to 2024, with management explicitly noting this is due to lower HIV test orders as partners work through inventory and respond to changes in funding.

Management indicated an environment with elevated levels of uncertainty related to funding for public health programs and research, as well as the government shutdown in the US, signaling an ongoing external demand headwind.

The consumer genetics customer headwind persists, with revenue from this segment is expected to remain lower in Q4 2025 due to continued disruptions in ordering patterns.

Operating loss reached $16.1 million in Q3 2025, while operating cash flow was negative $10 million in Q3 2025, reflecting continued near-term pressure on profitability and cash generation from investments in R&D and innovation.

TAKEAWAYS

Total Revenue -- $27.1 million total revenue for Q3 2025, with core revenue at $27 million; this excludes COVID-19 products and exited businesses.

Diagnostics Revenue -- Diagnostics revenue was $14.5 million, driven by both international and US segments.

Sample Management Revenue -- $10.3 million for Sample Management Solution revenue in Q3 2025, with core customer base (excluding the consumer genetics customer) showing year-over-year growth.

GAAP Gross Margin -- 43.5% gross margin for Q3 2025, slightly above expectations due to lower scrap expenses and operational efficiencies.

Non-GAAP Gross Margin -- 44.2% non-GAAP gross margin, achieving a modest gain above internal forecasts.

GAAP Operating Expenses -- Operating expenses were $27.9 million in Q3 2025, including $2.8 million in noncash stock compensation in Q3 2025 and $376,000 from acquisition-related contingent consideration adjustment in Q3 2025.

GAAP Operating Loss -- Operating loss was $16.1 million for Q3 2025, and Non-GAAP Operating Loss -- Non-GAAP operating loss was $12.7 million.

Total Cash and Cash Equivalents -- Ended the quarter at $216 million with zero debt.

Operating Cash Flow -- Negative $10 million operating cash flow, aligned with expectations given ongoing platform investments.

Share Repurchase -- $5 million was used to buy back approximately 1.5 million shares.

Q4 Revenue Guidance -- Forecasted Q4 2025 revenue at $25 million to $28 million, with less than $100,000 expected from COVID-19 products.

Q4 Gross Margin Guidance -- Low 40% range gross margin for Q4 2025, expected to be lower than Q3 due to seasonality and increased international mix.

Q4 Operating Expense Guidance -- Core expenses around $20 million for Q4 2025; innovation investment of $10 million (including $7 million-$8 million for SHERLOC development).

International Diagnostics Annual Outlook -- Revenue now expected in the low to mid $30 million range for full year 2025, "representing a decline of approximately 20%" per management compared to 2024, as national health programs adapt to funding environment changes.

US Diagnostics Annual Outlook -- Revenue projected in the low to mid $30 million range for full year 2025, corresponding to a low single-digit percentage decline.

Sample Management Full-Year Outlook -- Revenue expected in the high $30 million range for full year 2025, approximately flat compared to 2024, excluding the impact of the decline in orders from the consumer genetics customer.

BioMedomics Acquisition -- Definitive agreement signed for $4 million upfront plus potential contingent payments, targeting sickle cell diagnostics for underserved international markets.

BioMedomics Revenue Contribution -- Currently near $1 million in annual revenue, with potential to reach several million over several years and expected to be cash flow breakeven as integration leverages existing infrastructure.

Together Take Me Home Program -- Renewed for a fourth year, with management expecting to recognize approximately $1.8 million in revenue in Q4 2025 and similar quarterly run-rate in 2026.

Product Pipeline Progress -- Mid-year launch of HemaCollect protein product for RUO markets; ColliPea clinical trial data FDA submission targeted for late 2025 or early 2026; SHERLOC platform’s first CTNG assay progressing toward an FDA submission in the same timeframe.

https://www.aol.com/articles/orasure-osur-q3-2025-earnings-232641843.html

Bust the Public School Monopoly

By J.B. Shurk

I am an enthusiastic supporter of homeschooling.  When parents are in a position to prioritize their children’s education, young minds learn more information more quickly.  A young person who excels in mathematics, for instance, is not forced to follow the regimented schedule of the state’s curricula, in which geometry belongs to a certain grade level, an introduction to calculus must be kept secret until the final years of high school, and summer vacations interrupt the accumulation and application of new knowledge.  Those who show promise in mathematics — especially those who enjoy working with numbers — should not have their educations slowed down merely because a state education board has decided that everyone should learn the same things at the same age.

This is particularly true today because public schools are “dumbing down” lesson plans, eliminating advanced classes for bright students, and replacing academic competition with generic passing grades.  A half-century ago, students who failed classes were forced to attend summer school or repeat the same grade level in September.  Now everybody passes, and in certain Democrat-controlled cities, it has become entirely too common for entire “graduating” classes to be incapable of demonstrating proficiency in concepts that should have been mastered years earlier.  In some Democrat-controlled school districts, sizable percentages of “graduating” high school seniors read at an elementary school level.

Such failures should shock people.  What is the point of putting a young person in a classroom for twelve or more years if nothing is learned?  If teachers’ unions and school superintendents believed that their primary responsibility is to educate young minds, then they would hang their heads in shame and desperately seek solutions.  But it seems clear that modern-day school administrators have no interest in helping the youngest members of society learn how to think critically.  They are interested in the number of tax dollars they receive for each name on an enrollment sheet.  

Whether those names belong to bodies that will actually sit in chairs in functioning classrooms is irrelevant to those who treat “education” as a business.  If “students” show up long enough to be counted, and if those counts are sufficiently large enough to justify increased school budgets, then it doesn’t matter whether anything is taught or learned.  If those numbers need a little padding, then Democrat officials can flood the local schools with illegal aliens.  There’s a reason teachers’ unions love open borders and mass migration: Like other human-traffickers, they make big money by aiding and abetting criminal activity.

Today, many public school teachers are babysitters at best and prison guards at worst.  They are expected to do the “parenting” that parents won’t do.  This was not the case in the past.  An education was not treated as a “right” that teachers (or anyone else) owed to students.  It was considered a privilege, and, accordingly, students showed a measure of respect to those who did the teaching.  Teachers did not “owe” a student a passing grade, and teachers were not expected to endure bullying from their “students.”  Parents understood that there were serious repercussions for their children should they fail classes or be expelled for bad behavior. 

These days, the inmates are officially running the asylum.  When students behave inexcusably, parents blame the teachers.  When students fail exams, parents blame the teachers.  Should a teacher attempt to discipline a student, parents become irate.  Teachers are simultaneously expected to fill the many gaps that deficient parents leave in the upbringing of their children while doing so without a modicum of deference from those wayward parents or their incorrigible offspring.

A primary reason for the collapse in academic and behavioral standards in public schools is the absence of moral teachings.  When U.S. courts effectively banned the expression of Christian principles in public school settings, they torpedoed teachers’ ability to cultivate virtue in their classrooms.  Educators since the time of the ancient Greeks have understood that young minds require a proper mixture of intellectual, spiritual, moral, and physical rigor to reach their full potential.  When courts demanded that Christians hide their beliefs and teach students as if God were not real inside a school’s walls, the recipe for meaningful education was corrupted.  

Devoid of spiritual authority, moral lessons became antiseptic.  Without the sowing of firm moral foundations in the classroom, true virtue could no longer be reaped in the outside world.  Without the supervised struggle of rejecting sin and seeking salvation, character-building disappeared from public schools.  Students deprived of a moral education left school without the protections of fully formed shells constructed from discipline and nurtured character.  This deformity metastasized and crippled society.  Why?  Because those who lack moral character find themselves both intellectually and physically ill prepared to face and fight the struggles of this world.  No person can become a great thinker if the soil in which his thinking has grown lacks the spiritual and moral nutrients found only in a relationship with God.

Without these necessary nutrients, teachers’ unions and public school administrators added synthetic versions of their own.  Left-wing politics became the public school’s “moral code.”  Sexual propriety was jettisoned for abortion on demand.  Historical facts were supplanted with politically correct “narratives.”  Math became “racist.”  Literary masterpieces were bowdlerized to conform to “woke” standards or discarded entirely for being “white supremacist.”  Love for knowledge disappeared.  In its place, leftists taught students to love the “cause” and “revolution.”  By taking control of public schools, leftists grew young minds in Marxist manure, and the stench of that manure oppresses America today like the smells of a junkyard trapped under a dome of summer heat.

We may not be able to save public schools from themselves.  Until the whole monstrosity is demolished and rebuilt from the ground up, I will continue to support all opportunities for young students to discover their true potential.  If schools exist to indoctrinate, rather than to educate, then they betray their purpose.  If they insist on teaching students what to think instead of how to think, then they are just brainwashing camps.  If they prioritize narratives over knowledge, then they are simply surgical wards for amputating critical thinking.  American students need to be rescued from the intellectual barbarism and moral vacuums now posing as public school education.

For me, it’s back to basics.  I don’t think there is any one way to learn.  Daily schooling for children between the ages of five and eighteen, after all, is a modern invention whose implementation more or less coincided with the emergence of the nineteenth-century factory.  As business owners enticed workers to leave their farms for industrial jobs, the creation of public school institutions provided three immediate benefits: (1) Schools kept an eye on children who might otherwise get into a bit of mischief while their fathers toiled.  (2) Schools taught children the skills needed to become an entrepreneur’s future employees.  (3) Schools put children on a daily work schedule that mimicked the schedule of a worker in an industrialized society.  

Before the growth of public school systems, people learned wherever they could.  Christian priests and ministers taught children reading, math, and logic as part of their moral education.  Civic leaders such as Benjamin Franklin established public libraries.  Parents taught their children personally.  Those who could afford private tutors hired teachers to supervise their children’s education.  Today, almost every thought that has ever been committed to writing is available online.  It has never been easier for a human being to acquire a free — yet priceless — education.

Teachers’ unions criticize parents for daring to help their children escape the public school prison.  They think they know what’s best for American students.  They think they are every student’s true parents.  They are not.  Too many are liars and grifters.  Learning does not require so much dogmatic control.

https://www.americanthinker.com/articles/2025/11/bust_the_public_school_monopoly.html

Submission to Islamism -- Christmas market in Overath cancelled

 

By Thomas Kolbe

In the German town of Overath (North Rhine-Westphalia), this year’s Christmas market has been cancelled. The cost of protecting visitors from potential terrorist attacks exceeds the organizer’s budget. The city refuses to cover the expenses. A capitulation to Islamism.

It wasn’t long ago that Christmas markets were among the social highlights of the year. Whether in small towns or major cities -- they were meeting points for friends and family, for mulled wine, sausages, and quiet conversations wrapped in winter’s cold and early darkness.

Places of Togetherness

There was this special peaceful coziness. A place where community was celebrated -- joyful, calm, and without fear. A tradition that brought people closer together.

What would urban life be without safe and regular gatherings in public spaces? A wasteland. A dystopia.

These moments -- when people could pause, breathe, and let the soul drift for a moment -- have become scarce in Germany’s public life. Since 2015, since Angela Merkel’s open-border decision, Europe has entered its own Michel Houellebecq moment.

The mass influx of young men from predominantly Islamic countries has deeply shattered the population’s sense of security.

The Loss of Carefreeness

And in this increasingly tense atmosphere, just when Chancellor Friedrich Merz touched a sore point by speaking about the changing face of cities, a manufactured storm of outrage erupted against him.

Even after deadly Islamist attacks -- Berlin’s Breitscheidplatz in 2016 with 12 victims, the Solingen festival stabbing in 2023 with three dead, or the car ramming attack at the Magdeburg Christmas market last year -- Germany still refuses to confront militant Islam pressing into Europe.

The aggressive rejection of any criticism within Islamic circles points to the core problem: Islam never passed through the crucible of Enlightenment like Christianity did. Christianity’s claws were cut -- and what remained was woven into the psychological fabric of modernity.

The list of Islamist attacks in Germany and Europe is long and growing month by month. And it proves how intimidation of secular western society has become successful -- when even traditional festivals like Christmas markets are only possible behind heavy police presence and concrete barriers to stop jihadist vehicle attacks.

The feeling of carefree celebration is gone.

Another Christmas Market Falls

The cancellation of this year’s Christmas market in Overath near Cologne fits perfectly into this picture. High security costs to protect visitors from terrorism make it impossible to open. The city refused to cover the organizer’s expenses.

The same now in Dresden -- several smaller private Christmas markets cancelled because security costs exploded.

For one and a half years, the market association tried to negotiate with city officials, said Andreas Korschmann, head of the town marketing group.

Wouldn’t this be precisely the moment for the city to step up? Aren’t politicians always preaching about civic engagement and vibrant local life?

But there is no sign of courage, no standing up for a free, tolerant society. Just hollow political phrases for their own feel-good bubble.

In Overath, Islamists have managed -- without any real resistance -- to crush a piece of tradition and communal life.

Outside knife-free zones and heavily policed city centers, a chilling silence spreads.

Winter Markets as Fig Leaf

The pitiful renaming of Christmas markets into “Winter Markets” was already a bow to Islam. A needless kowtow to an increasingly irritable, alienated homegrown left-wing milieu.

Germany is trapped in an identity and cultural crisis.

It’s impossible to ignore: large parts of politics and society have thrown in the towel, surrendering to Islamist pressure and the obvious threat.

A real solution would begin at the border -- with a completely new regime controlling who enters the country. But the political Left and its media complex successfully taboo such measures as nationalist extremism.

The policy of open borders -- a one-way membrane into the welfare state -- has inflicted deep wounds on German society over the last decade. This is not just a vague feeling of insecurity; it is statistically documented in black and white.

With endless migration waves and the lack of cultural immune defense, German traditions and public life are fading into a deafening silence.

Michel Houellebecq’s grim vision of Europe bowing before militant Islam is, year after year, turning into a bleak certainty.

https://www.americanthinker.com/blog/2025/11/submission_to_islamism_christmas_market_in_overath_cancelled.html