BioHarvest Sciences Q2 2025: Unpacking Contradictions in CDMO Revenue Contributions and Product Launches

CDMO contribution to revenue, CDMO pipeline progress, electrolyte hydration product launch timeline, Tate & Lyle partnership progress are the key contradictions discussed in BioHarvest Sciences' latest 2025Q2 earnings call.



Revenue Growth and Earnings Performance:
- BioHarvest Sciences reported revenue of $8.5 million for Q2 2025, up 41% year-over-year.
- The increase was driven by balanced performance across vinia.com and Amazon, along with contributions from the CDMO services division.

Gross Margin Expansion:
- Gross margin expanded by 800 basis points to 60%, up from 52% in the same year ago quarter.
- This improvement was due to scale and technology leverage, as well as enhanced manufacturing yields.

Direct-to-Consumer Growth:
- The number of active VINIA customers in the U.S. reached approximately 65,000, with subscription customers representing the majority.
- This growth was supported by strong performance on Amazon, with VINIA being the #1 resveratrol-only product sold on Amazon.com.

CDMO Division Milestones:
- A CDMO research contract successfully completed Stage 1, becoming the first project to advance to Stage 2.
- Advancements in the CDMO division are attributed to the company's unique botanical synthesis technology, which enables the production of life-changing compounds with high consistency and economic viability.