Contradictions Unveiled: Analyzing U.S. Revenue, Market Share, and Product Development in 2025 Earnings Call

Revenue Growth and Strategic Pursuits:
- KORU Medical Systems reported record revenue of $10.2 million for Q2 2025, which represents 21% growth over the prior year period.
- Continued momentum across all three strategic growth pillars contributed to this growth, including a 15% increase in domestic core business and 34% growth in the international core business.

International Expansion and Prefilled Syringes:
- International revenues grew by 34% year-over-year, driven by expansion into new geographies and the conversion of markets to prefilled syringes.
- The focus on prefilled syringes is expected to further contribute to international growth in the back half of the year.

Product Development and Milestones:
- KORU submitted a 510(k) for a rare disease biologic, with expected clearance by the end of the year, representing approximately 40,000 annual infusions.
- The company also initiated a U.S.-based oncology pilot program, enrolling over 50 patients with four different subcutaneous oncology drugs, indicating potential for future expansion.

Cash Flow and Financial Performance:
- Cash usage was $600,000 during the second quarter, driven by strong revenue growth and disciplined capital allocation.
- The company raised its revenue guidance to $39.5 million to $40.5 million for the full year 2025, reflecting continued confidence in growth strategies.