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
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Aime RobotAime Summary

- Bausch Health (excluding Bausch + Lomb) reported 5% year-over-year revenue growth and 10% adjusted EBITDA growth driven by Salix, Solta, EMEA, and Canada.

- Salix revenue rose 12% to $627 million, fueled by net pricing gains across Xifaxan, Relistor, and Trulance.

- Solta Medical saw 25% reported revenue growth, driven by 115% organic growth in South Korea and 4% growth in China.

- International segment revenue grew 1% to $278 million, with Canada/EMEA gains offset by LATAM weakness due to macroeconomic challenges.



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.

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