2025年,Beta Bionics公司超过了预期收入,但股票在降级后下跌30%。
Beta Bionics exceeded revenue expectations in Q4 2025 but saw shares drop 30% after a downgraded outlook.
Beta Bionics报告,初步的2025年第四季度收入至少为3 200万美元,超过预期,在DME和PBP渠道增长的推动下,年增长率达到56%。
Beta Bionics reported preliminary fourth-quarter 2025 revenue of at least $32 million, surpassing expectations and marking a 56% year-over-year increase, driven by growth in both DME and PBP channels.
该公司的用户基数超过35 000人,比上一年翻了一番多,新病人开始达到5 581人,比上一年增加36%,但比分析师的估计值低4%。
The company’s user base exceeded 35,000, more than doubling from the prior year, with new patient starts reaching 5,581—up 36% year-over-year but 4% below analyst estimates.
尽管财政结果强劲,但在美国银行将股票降为中性股后,股票下跌了30%以上,理由是对估值的关切和低于共识的病人增长率。
Despite strong financial results, shares fell over 30% after Bank of America downgraded the stock to neutral, citing valuation concerns and below-consensus patient growth.
该公司长期关注2027年发射补丁泵。
The company maintains a long-term focus on the 2027 launch of its patch pump.