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

Generated by AI AgentAinvest Earnings Call Digest
Monday, Aug 11, 2025 1:33 pm ET1min read
BHST--
Aime RobotAime Summary

- BioHarvest Sciences reported $8.5M Q2 2025 revenue, up 41% YoY driven by vinia.com, Amazon sales, and CDMO services.

- Gross margin expanded 800 bps to 60% via scale, technology leverage, and improved manufacturing yields.

- VINIA's U.S. active customers surpassed 65,000, with Amazon listing as #1 resveratrol product boosting subscription growth.

- CDMO division advanced first project to Stage 2 using proprietary botanical synthesis technology for high-consistency compound production.

- Earnings call highlighted contradictions around CDMO revenue contribution timing, electrolyte product launch delays, and Tate & Lyle partnership progress.

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 SciencesBHST-- 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 AmazonAMZN--, 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.

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