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West Pharma raises annual profit forecast on strong demand for its drug components
(Reuters) -Medical equipment maker West Pharmaceutical raised its annual profit forecast on Thursday, after topping second-quarter estimates on robust demand for its components used in GLP-1 weight-loss and diabetes drugs as well as a weaker dollar. The Pennsylvania-based firm's shares rose 16.8% to $264 premarket following the results. The company's drug components business, which makes up 47% of its total sales, saw a rise in demand amid sales growth in high-margin products. It also credited normalized customer ordering patterns for its quarterly performance. West Pharma's products are used by major pharmaceutical firms, including Eli Lilly and Novo Nordisk, in the administration of a wide range of therapies. The company supplies components such as stoppers, plungers and delivery systems that are critical to the safe packaging and administration of vaccines, biologics and other injectable medicines. West Pharma, which generates about half of its revenue from international markets, flagged a $20 million to $25 million hit to its earnings in April due to U.S. President Donald Trump's shifting trade policies. However, its second-quarter sales rose 9.2% to $766.5 million from a year ago, beating analysts' average estimate of $727.5 million, according to data compiled by LSEG. The company posted quarterly profit of $1.84 per share on an adjusted basis, above expectations of $1.51. West Pharma expects 2025 adjusted profit between $6.65 and $6.85 per share, up from the prior view of $6.15 to $6.35. The medical equipment maker also raised its annual sales forecast to a range of $3.04 billion to $3.06 billion, compared with an earlier projection of $2.95 billion to $2.98 billion.
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Laughing Water Capital's View on Lifecore Biomedical (LFCR)
Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter of 2025, Class A interests in Laughing Water Capital returned approximately 13.1% net of all expenses. The SP500TR and R2000 returned 10.9% and 8.5%, respectively. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second quarter 2025 investor letter, Laughing Water Capital highlighted stocks such as Lifecore Biomedical, Inc. (NASDAQ:LFCR). Lifecore Biomedical, Inc. (NASDAQ:LFCR) is an integrated contract development and manufacturing organization. The one-month return of Lifecore Biomedical, Inc. (NASDAQ:LFCR) was -8.51%, and its shares gained 24.05% of their value over the last 52 weeks. On July 23, 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) stock closed at $7.53 per share, with a market capitalization of $278.801 million. Laughing Water Capital stated the following regarding Lifecore Biomedical, Inc. (NASDAQ:LFCR) in its second quarter 2025 investor letter: "Lifecore Biomedical, Inc. (NASDAQ:LFCR) – Lifecore, our fill-finish CDMO, continues to work toward their dual goals of increasing capacity utilization and expanding margins. I continue to believe that achieving these goals is very much a 'when' rather than an 'if.' This belief was founded on global supply and demand dynamics, strengthened by the BIOSECURE Act, and reinforced by the National Security Commission delivering a report and action plan to Congress, which calls for the re-shoring of the biotech supply chain. To top it off, Trump has recently stated that pharmaceuticals manufactured abroad will be subject to 200% tariffs. Considering that building and certifying new fill-finish capacity can take 4 or 5 years, it seems that it would be much easier to partner with a company like Lifecore. A village pharmacist fulfilling a patient's medication prescription in a rural area. Lifecore Biomedical, Inc. (NASDAQ:LFCR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 12 hedge fund portfolios held Lifecore Biomedical, Inc. (NASDAQ:LFCR) at the end of the first quarter compared to 10 in the previous quarter. In the fiscal third quarter of fiscal 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) generated $35.2 million in revenues compared to $35.7 million for the comparable 2024 period. While we acknowledge the potential of Lifecore Biomedical, Inc. (NASDAQ:LFCR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Lifecore Biomedical, Inc. (NASDAQ:LFCR) and shared Greenhaven Road Capital's views on the company in the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
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START and Advarra Unite to Deliver Unmatched Speed, Quality, and Predictability for Early-Phase Oncology Trials
START enhances its global leadership by integrating Advarra's advanced regulatory and technology solutions, creating a seamlessly connected site network to accelerate trials and relieve pressure on the oncology drug development ecosystem SAN ANTONIO, July 24, 2025 /PRNewswire/ -- The START Center for Cancer Research (START), the leading global community-based early-phase oncology research network, today announced a strategic partnership with Advarra, the premier provider of clinical research solutions for sites and institutions, including ethics oversight, technology, and consulting and professional services. This collaboration significantly advances START's leadership position in oncology research by creating an end-to-end, patient-centric clinical trial workflow across its growing network of sites, driving standardization, data efficiency, compliance, and consistent high quality. Through this strategic alliance, START's global site network will leverage Advarra's comprehensive portfolio of products and services. Advarra will be START's preferred provider for Independent Review Board (IRB) and Institutional Biosafety Committee (IBC) services. Additionally, START will leverage new technologies that seamlessly integrate with Advarra's OnCore Clinical Trial Management System (CTMS), which supports over 85% of NCI-designated cancer centers and has been actively used to improve operational efficiency across START's network since 2024. Initially, START will deploy Advarra's CTMS-integrated electronic regulatory management system, called eReg, for end-to-end, secure management of regulatory documents across all sites participating in a trial. "Oncology drug development companies are under intense pressure to deliver innovative treatments to patients swiftly and reliably," said Nick Slack, MBE, Chairman and CEO of START. "By partnering with Advarra, we are building a truly interconnected ecosystem, leveraging the best technology and regulatory expertise in the industry, and adopting Advarra's standardized workflows and integrated platforms will significantly enhance our operational efficiency, compliance, and quality—ensuring that we not only accelerate the delivery of breakthrough therapies to patients but also uphold the highest standards of patient safety. We're proud to advance our mission with a partner equally committed to excellence." Implementation of Advarra's integrated solutions across START's global network is well underway, with OnCore and Advarra's IRB and IBC services already actively in use. This partnership marks a significant milestone in START's continued investment in infrastructure, operational excellence, and its mission of delivering "Hope Through Access," aimed at connecting patients, physicians, and advocacy groups with community-based cancer trials. "Advarra is honored to support START in fulfilling its mission of bringing cutting-edge cancer treatments to patients," said Gadi Saarony, CEO of Advarra. "With deep expertise in oncology research, decades-long partnerships with leading cancer centers, and a proven track record of delivering solutions for regulatory compliance and operational excellence, our role is to help remove barriers to research—streamlining the path from discovery to care. We're proud to partner with START as it expands its reach and impact around the world." About The START Center for Cancer Research Deeply rooted in community oncology centers globally, The START Center for Cancer Research provides access to specialized preclinical and early-phase clinical trials of novel anti-cancer agents. START sites have conducted over 1,000 early-phase trials, including studies for 45 therapies approved by the FDA or EMA. Representing the world's largest roster of early-phase Principal Investigators across ten clinical trial sites, START accelerates the journey from trials to treatments, delivering hope to patients, families, and physicians worldwide. Learn more at About Advarra Advarra breaks the silos that impede clinical research, aligning patients, sites, sponsors, and CROs in a connected ecosystem to streamline trials. Advarra is number one in research review services, a leader in site and sponsor technology, and is trusted by the top 50 global biopharma sponsors, top 20 CROs, and 50,000 site investigators worldwide. Advarra solutions enable collaboration, transparency, and efficiency to optimize trial operations, ensure patient safety and engagement, and reimagine clinical research while improving compliance. For more information, visit Media Contacts: STARTLauren Panco, VP Marketing | 609-216-4920 | Osborne, PR Consultant | lisa@ AdvarraMichelle Valentine, PR Consultant, michellevalentinepr@ / mediarelations@ View original content to download multimedia: SOURCE The START Center for Cancer Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
