Edible Garden (EDBL) : 3-year performance

 

 

 

AirSculpt Technologies (AIRS) reported earnings on Fri 2 May 25 (b/o)

AirSculpt Technologies provides custom body contouring using proprietary AirSculpt method that removes unwanted fat in a minimally invasive procedure.

• Sector: Healthcare
• Industry: Medical Care Facilities
• Full Time Employees: 389
• Founded by Aaron J. Rollins in 2012  
• Headquartered in Miami Beach, Florida
• https://airsculpt.com

Ticker: AIRS

** charts after earnings **

 

 

First Quarter 2025 Results

• Case volume was 3,076 for the first quarter of 2025, representing a 17.9% decline from the fiscal year 2024 first quarter case volume of 3,746;
• Revenue declined 17.3% to $39.4 million from $47.6 million in the fiscal year 2024 first quarter;
• Net loss for the quarter was $2.8 million compared to net income of $6.0 million in the fiscal year 2024 first quarter; and Adjusted EBITDA was $3.8 million compared to $7.3 million for the fiscal year 2024 first quarter.

2025 Outlook

The Company projects full year 2025 revenue and adjusted EBITDA guidance as follows:

• Revenues of approximately $160 to $170 million
• Adjusted EBITDA of approximately $16 to $18 million

GeneDx (WGS) reported earnings on Tue 18 Feb 25 (b/o)

• Sema4 (SMFR); IPO 23 Jul 21; rebranded GeneDx (WGS)  (January 10, 2023)

** charts after earnings ** 

Strong Beat, Guidance: This provider of exome and genome tests is a play on the shift toward personalized medicine and earlier intervention.

During the fourth quarter, GeneDx earned an adjusted 77 cents per share, obliterating forecasts for 16 cents, according to FactSet. Earnings flipped from a year-earlier loss of 49 cents. Sales grew almost 65% to $95.6 million, well ahead of calls for $82.2 million.

GeneDx also guided to $350 million to $360 million in full-year sales. The low end of the outlook easily beat analysts' forecast for $340.4 million.

GeneDx uses AI to provide genomics-related diagnostic testing.

GeneDx provides whole genome and exome sequencing to help identify rare diseases, primarily in children. The genome includes all the DNA in the body, while reading the exome involves looking at only the protein-coding genes.

When performed early, genetic testing can lead to answers that help avoid what Chief Executive Katherine Stueland calls a "diagnostic odyssey." The company only tests for diseases where there is a solution — a clinical study, a dietary change or a treatment.

Palladyne AI (PDYN) : 3-year performance

Palladyne AI Corp. is an American company known for most of its existence primarily as a developer of robots. 

• Palladyne was founded in 1983 as Sarcos Research Corporation. 

• Sarcos Research (STRC) went public on Sept 27, 2021 via business combination with Rotor Acquisition Corp.
• 
  In 2023, Sarcos "pivoted" to become a developer of artificial-intelligence software, specifically for robotic applications. This pivot was accompanied by a cessation of all operations involving hardware. 
• In March 2024, Sarcos changed its name to Palladyne AI.  The company’s ticker symbols have changed from Nasdaq: STRC to Nasdaq: PDYN.

Sector: Technology

Industry: Software - Infrastructure

Full Time Employees: 70

Headquartered in Salt Lake City, Utah

https://www.palladyneai.com

KULR Technology Group (KULR): 3-year performance

• Sector: Technology
• Industry: Electronic Components
• https://www.kulrtechnology.com

 

 

Vertical Aerospace (EVTL) : 3-year performance

Vertical Aerospace Ltd. is a global aerospace and technology company. It engages in the business of designing, manufacturing, and selling a zero operating emission electric vertical takeoff and landing aircraft for use in the advanced air mobility market using the most cutting-edge technology from the aerospace, automotive, and energy industries.

• Sector: Industrials
• Industry: Aerospace & Defense
• Full Time Employees: 350
• founded by Stephen James Fitzpatrick in 2016 
• headquartered in Bristol, the United Kingdom
• https://www.vertical-aerospace.com

December 16, 2021: went public via a business combination with Broadstone Acquisition Corp. 

 

 

 

 

One month later:

 

 

 

Navitas Semiconductor (NVTS) : 3-year performance

• Sector: Technology
• Industry: Semiconductors
• Full Time Employees: 280
• Founded in 2014 
• Based in Torrance, California
• https://navitassemi.com

IPO: October 20, 2021; Navitas Semiconductor went public through a SPAC merger with Live Oak Acquisition Corp. II

Zeta Global (ZETA) : 4-year performance

Zeta Global Holdings Corp. is an American marketing technology company which offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships.

• Sector(s): Technology
• Industry: Software - Infrastructure
• Founded in 2007
• Headquartered in New York, New York
• Full Time Employees: 1,783
• https://www.zetaglobal.com

Ecovyst (ECVT) reported earnings on Thur 31 Oct 24 (b/o)

The company was formerly known as PQ Group Holdings Inc. and changed its name to Ecovyst Inc. in August 2021.

• Sector(s): Basic Materials
• Industry: Specialty Chemicals
• Full Time Employees: 911
• Founded in 1831 
• Headquartered in Malvern, Pennsylvania
• https://www.ecovyst.com

** charts 1 day after earnings **

Omega Therapeutics (OMGA) : 3-year performance

Omega Therapeutics, Inc. is a clinical-stage biotechnology company, which engages in the development of DNA-sequence-targeting and mRNA-encoded therapeutics. It offers its product under the OMEGA platform.

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 93
• Founded by Noubar B. Afeyan and David Berry on July 13, 2016
• Headquartered in Cambridge, Massachusetts
• https://omegatherapeutics.com

IPO: July 30, 2021 on the Nasdaq Global Select Market

Ticker: OMGA

3 months later (Feb 11, 25)

Blend Labs (BLND) : 3-year performance

• Sector(s): Technology
• Industry: Software - Application
• Full Time Employees: 881
• Incorporated in 2012 
• Headquartered in San Francisco, California
• https://blend.com

ticker: BLND

Sable Offshore (SOC) : 7-month performance

• Sable Offshore Corp. (SOC) went public via a SPAC with Flame Acquisition Corp. 
• It began trading on the NYSE on February 15, 2024.
• Sable Offshore Corp. was incorporated in 2020 and is headquartered in Houston, Texas.
   

Tango Therapeutics (TNGX) : 3-year performance

• IPO: Tango went public via merger with BCTG Acquisition Corp. (BCTG), a special purpose acquisition company (SPAC), on August 11, 2021.
• ticker : TNGX
  

 

 

 

 

 

• 5 weeks later 

About Tango Therapeutics

Tango Therapeutics is a biotechnology company dedicated to discovering novel drug targets and delivering the next generation of precision medicine for the treatment of cancer. Using an approach that starts and ends with patients, Tango leverages the genetic principle of synthetic lethality to discover and develop therapies that take aim at critical targets in cancer. This includes expanding the universe of precision oncology targets into novel areas such as tumor suppressor gene loss and their contribution to the ability of cancer cells to evade immune cell killing. For more information, please visit www.tangotx.com.

Long trade : REPL +50% (6/23)

•   Wed 6/5; vol. 950K