Xifaxan's 2025 Earnings Call: Unpacking Contradictions in IRA Impact, Capital Strategy, and DTC Focus
Generated by AI AgentAinvest Earnings Call Digest
Thursday, Jul 31, 2025 12:59 am ET1min read
BHC--
Aime Summary
Revenue and EBITDA Growth:
- Bausch HealthBHC--, excluding Bausch + Lomb, reported year-over-year revenue growth of 5% on both a reported and organic basis, leading to 10% adjusted EBITDA growth.
- The growth was driven by double-digit revenue growth in Salix, Solta, EMEA, and Canada.
Salix Segment Performance:
- Salix revenues reached $627 million, up 12% compared to the same period last year.
- The growth was primarily due to favorable net pricing across major brands, including Xifaxan, Relistor, and Trulance.
Solver Medical Segment Growth:
- Solta Medical segment revenues were $128 million, marking a 25% increase on a reported basis and 26% on an organic basis.
- This was fueled by South Korea's organic revenue growth of 115% year-over-year and China's moderate growth of 4%.
International Segment Performance:
- International segment revenues were $278 million, with a 1% increase compared to the second quarter of 2024.
- Growth in Canada and EMEA was partially offset by softness in LATAM, driven by macroeconomic challenges and partial channel destocking.

BLCO--
Revenue and EBITDA Growth:
- Bausch HealthBHC--, excluding Bausch + Lomb, reported year-over-year revenue growth of 5% on both a reported and organic basis, leading to 10% adjusted EBITDA growth.
- The growth was driven by double-digit revenue growth in Salix, Solta, EMEA, and Canada.
Salix Segment Performance:
- Salix revenues reached $627 million, up 12% compared to the same period last year.
- The growth was primarily due to favorable net pricing across major brands, including Xifaxan, Relistor, and Trulance.
Solver Medical Segment Growth:
- Solta Medical segment revenues were $128 million, marking a 25% increase on a reported basis and 26% on an organic basis.
- This was fueled by South Korea's organic revenue growth of 115% year-over-year and China's moderate growth of 4%.
International Segment Performance:
- International segment revenues were $278 million, with a 1% increase compared to the second quarter of 2024.
- Growth in Canada and EMEA was partially offset by softness in LATAM, driven by macroeconomic challenges and partial channel destocking.

Discover what executives don't want to reveal in conference calls
Latest Articles
Stay ahead of the market.
Get curated U.S. market news, insights and key dates delivered to your inbox.
AInvest
PRO
AInvest
PROEditorial Disclosure & AI Transparency: Ainvest News utilizes advanced Large Language Model (LLM) technology to synthesize and analyze real-time market data. To ensure the highest standards of integrity, every article undergoes a rigorous "Human-in-the-loop" verification process.
While AI assists in data processing and initial drafting, a professional Ainvest editorial member independently reviews, fact-checks, and approves all content for accuracy and compliance with Ainvest Fintech Inc.’s editorial standards. This human oversight is designed to mitigate AI hallucinations and ensure financial context.
Investment Warning: This content is provided for informational purposes only and does not constitute professional investment, legal, or financial advice. Markets involve inherent risks. Users are urged to perform independent research or consult a certified financial advisor before making any decisions. Ainvest Fintech Inc. disclaims all liability for actions taken based on this information. Found an error?Report an Issue

Comments
No comments yet