Sophia Genetics 2026 guidance points to faster growth and leverage

 

SOPHiA GENETICS fiscal Q4 2025 revenue up 22% to $21.7M, beats estimates, EPS misses, 2026 guidance points to faster growth and leverage

• Q4 revenue grew 22% to $21.7M; full-year 2025 revenue rose 19% to $77.3M.
• Q4 non-GAAP EPS was $-0.28 (-22% YoY), missing estimates even as revenue beat expectations.
• Clinical revenue ex-biopharma grew 31% in Q4, with U.S. analysis volumes up ~50%.
• 2026 revenue guided to $92–94M, implying 20–22% growth and back-half weighting.
• 2026 adjusted EBITDA loss guided to $29–32M vs $41.5M in 2025, showing strong leverage.
• Adjusted gross margin expanded 140 bps in 2025 to 74.2% despite nearly doubling data processed.
• Net dollar retention improved to 115% with churn below 1%, highlighting strong stickiness and upsell.
• Record 124 new customers signed in 2025; average contract value rose 120% year-over-year.
• Biopharma momentum improving with renewed AstraZeneca deal and new global top-5 pharma agreement.
• Cash burn improved to $50.4M; liquidity bolstered by $15.5M ATM raise and $25M credit expansion.
• CEO transition to Ross Muken in July 2026 adds execution focus as company targets profitability by 2027.
• Main concern: sustaining growth and funding amid ongoing cash burn, FX headwinds, and long biopharma ramp times.

https://finviz.com/quote.ashx?t=SOPH&p=d

Senseonics delivers 60%+ growth, >50% gross margin, but guides major opex ramp

 

• 2025 revenue grew ~60% to $35.3M, with Q4 up 72% YoY.
• Q4 revenue was $14.3M and beat analyst estimates for the quarter.
• Gross margin exited 2025 above 50%, up from ~25% in 2024.
• Q4 non-GAAP EPS -$0.46 declined 15% YoY versus Q4 2024 and missed expectations.
• U.S. Eversense patient base doubled; new patient starts increased 103% during 2025.
• Active prescribers grew 80% and EON inserter network handled ~25% of insertions.
• 2026 revenue guided to $58–62M, implying 65–76% YoY growth.

https://finviz.com/quote.ashx?t=SENS&p=d

Esperion Therapeutics to acquire Corstasis Therapeutics

 

 for $75M cash plus up to $180M in milestones and royalties, adding FDA-approved Enbumyst to cardiovascular franchise

• Closing of the Corstasis Therapeutics acquisition is expected in Q2 2026.

https://finviz.com/quote.ashx?t=ESPR&p=d

Select Medical agrees to $16.50 per share take-private

 

 by management-led consortium including Robert A. Ortenzio and WCAS

• RBC Capital downgraded Select Medical to Sector Perform from Outperform and cut its price target to $16.50
• RBC cited the company’s agreement to be acquired for $16.50 per share by a management-led consortium as rationale

https://finviz.com/quote.ashx?t=SEM&p=d

Trump: We'll see what happens in Iran but first we have to finish off the military

 

CGTN America

@cgtnamerica

TRUMP: WE'LL SEE WHAT HAPPENS IN IRAN BUT FIRST WE HAVE TO FINISH OFF THE MILITARY

11:58 AM · Mar 3, 2026

·

159

Views

https://x.com/cgtnamerica/status/2028877807212798000

Iran denies striking Oman

 The General Staff of the Armed Forces of the Islamic Republic of Iran denied on Tuesday any involvement in drone strikes in Omani territory.

In a report published by the Tasnim news agency, Iranian officials denounced any military aggression against the "territory or ports of the friendly and neighboring country of Oman." The Omani authorities previously reported that a person was injured in a drone attack on Sunday, while a fuel tank exploded when another drone crashed today.

The statement comes as the US Embassy in Muscat issued its second shelter-in-place order of the day for staff and citizens, citing "ongoing activity."

https://breakingthenews.net/Article/Iran-denies-striking-Oman/65791897

New explosions heard in Dubai, Doha

 A new round of blasts was reported by residents in Dubai and Doha on Tuesday.

Qatari air defence systems are working to intercept projectiles in the sky, according to Al Jazeera. Meanwhile, reports suggest that most of the barrage in the United Arab Emirates is focused around the Dubai Marina.

https://breakingthenews.net/Article/New-explosions-heard-in-Dubai-Doha/65792135