#FutureFresenius: Implementing a New Strategy to Transform the Company and Advance Patient Care
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Yahoo
08-08-2025
- Yahoo
US FDA says country's IV, injectable saline shortage is resolved
(Reuters) -A shortage of intravenous and injectable saline solutions in the United States has now been resolved, U.S. Food and Drug Administration commissioner Martin Makary said on Friday. A shortage of IV fluids, which provide nutrients to the body or replenish fluids lost due to injury or illness, had forced hospitals to curtail elective procedures last year. The shortage partly stems from Baxter International's North Carolina plant getting damaged in Hurricane Helene in September. At that time, the Marion, North Carolina site was producing 60% of the nation's supply of IV fluids and peritoneal dialysis solutions, amounting to 1.5 million bags daily, according to the American Hospital Association. Baxter and the FDA did not immediately respond to Reuters' requests for comment. Germany's Fresenius and B. Braun Medical had ramped up their production to help mitigate these shortages, while Baxter worked with the FDA to import some intravenous products. Last week, the company said demand remained subdued, even as supply stabilized. In May, Baxter said inventory levels at its North Carolina facility had been fully restored. The FDA said it is working closely with manufacturers and will continue to monitor the supply of other IV fluids, which are still in shortage. Hurricane Helene struck the Florida Gulf Coast in late September, ripping up roads, destroying homes, severing communication across the southeastern U.S., and leaving hundreds unaccounted for and many confirmed dead. Many hospitals in Florida and Tennessee were forced to evacuate or operate under emergency conditions, while dealing with shortage of resources. Solve the daily Crossword
Yahoo
07-08-2025
- Yahoo
Fresenius SE & Co KGaA (FSNUF) Q2 2025 Earnings Call Highlights: Strong EPS Growth and ...
Core EPS Growth: 8% increase in Q2, 10% growth in the first half of 2025. Organic Revenue Growth: 5% for the group in Q2, full-year guidance raised to 5% to 7%. Kabi EBIT Margin: 16.4%, within the upper half of the full-year range. Biopharma Organic Growth: 40% year-over-year in Q2. Interest Expense: Expected to be around EUR 350 million for 2025, reduced from previous estimates. Helios Organic Growth: 5% in Q2, with a resilient EBIT margin of 10%. Operating Cash Flow: Showed sequential improvement in Q2. CapEx: 4.4% of revenue for the last 12 months, 3.8% in Q2. Dividend Payment: EUR 1 per share, totaling EUR 560 million in Q2 2025. Warning! GuruFocus has detected 9 Warning Signs with FSNUF. Release Date: August 06, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Fresenius SE & Co KGaA (FSNUF) reported an 8% growth in core EPS, reflecting strong operational progress and execution of their strategy. The company raised its full-year organic revenue guidance from 4%-6% to 5%-7%, driven by strong top-line growth. Kabi's EBIT margin reached 16.4%, within the upper half of the full-year range, despite challenges in the Nutrition business in China. The Cell and Gene Therapy segment delivered 40% organic year-over-year growth in Q2, showcasing strong market adoption. Fresenius SE & Co KGaA (FSNUF) achieved EU regulatory approval for the denosumab biosimilar, with plans to launch in Europe and the US, indicating strong momentum in the biopharma sector. Negative Points Persistent macroeconomic volatility and geopolitical tensions have created a challenging operational environment. The Nutrition business in China faced adverse impacts due to the Keto tender loss as part of volume-based procurement (VBP). Currency translation had a negative impact of around 2 percentage points on revenue and around 1 percentage point on EBIT. The company anticipates continued FX volatility impacting reported numbers in the second half of the year. There is uncertainty regarding US tariffs, which could impact the company's EBIT in the second half of the year. Q & A Highlights Q: Can you discuss the volume and price mix for the Pharma business and the outlook for 2026? A: Michael Sen, Chairman of the Management Board, explained that the Pharma business, particularly in the US, showed strong growth due to increased manufacturing capacity at the Wilson plant and a robust portfolio. The company is optimistic about maintaining mid- to high single-digit sales growth momentum into 2026, supported by recent approvals and in-licensing deals. Q: Regarding Helios Germany, what impact will the EUR4 billion charge for statutory health insurance have? A: Michael Sen noted that while the exact impact is still being determined due to bureaucratic processes, the surcharge is expected to positively affect Helios Germany starting from November 2025. Sara Hennicken, CFO, added that it would act as an increment per invoice, providing additional financial support. Q: How does the company view the potential for further VBP in 2026, particularly in the Nutrition segment? A: Michael Sen stated that while 2025 is not expected to be a growth market for China due to VBP and budget restrictions, the company anticipates changes in 2026 with the introduction of a new factory and expanded product offerings. The company is also adjusting its commercialization strategy to target Tier 2 and Tier 3 hospitals. Q: Can you elaborate on the Civica opportunity and its potential impact on the biosimilar business? A: Michael Sen highlighted that the Civica agreement is exclusive and represents a significant opportunity for Fresenius. While specific details were not disclosed, the partnership is expected to enhance market access and distribution for biosimilars, with potential for similar agreements in the future. Q: What are the company's plans regarding its stake in Fresenius Medical Care (FMC)? A: Michael Sen reiterated that the company sees value creation potential in FMC and plans to maintain its current stake. The pro rata sale of shares in line with FMC's share buyback program is intended to keep Fresenius' shareholding position stable. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
CNBC
06-08-2025
- CNBC
Our U.S. investment has protected us
Fresenius has raised its revenue outlook for the full-year, with the German healthcare group now expecting up to 7% organic growth. CEO Michael Sen tells CNBC's Silvia Amaro the company's local-to-local business model both inside and outside the U.S. has helped protect it from trade tariffs and macro-economic headwinds.
