CLAIM #20888 · DHR (DHR) · 2025Q2 earnings call · Jul 22, 2025 · due Dec 31, 2025
“And we actually expect that strong non-respiratory demand to continue in the low to mid-teens for the full year.”
Rainer Blair · CEO
In context
“y. Dan Brennan: And then maybe moving over to Saffia, I know you had a nice quarter. It was low double digits. Ex-COVID. Could you just speak to kind of know, what's baked in for the 2025 guide, how we think about that low double digits continuing, or changing as we get in the back half of the year? I know you gave some color in the prepared remarks, but any further color there would be great. Thanks. Rainer Blair: As you said, overall, had exceeded our expectations on a little bit better rest and double-digit non-respiratory growth. And in fact, these non-respiratory reagents grew low double digits in the quarter, second quarter, and we did see strength across the test menu. With double-digit or better say, or better growth in sexual health for virology and hospital-acquired infections. And we actually expect that strong non-respiratory demand to continue in the low to mid-teens for the full year. And the reason is we continue to expand that installed base. Particularly at large IDNs, that are standardizing across their network as they go a little bit closer to patients in their satellite settings. And it just shows how Cepheid's strategy is playing out. I mean, we see increasing menu adoption and utilization of the existing installed base, and we continue to expand that. And then with that, we see the pull-through of, asset assays such as the hospital-acquired infections and virology. And then lastly, this recent menu expansion around our MVP so that's the multiple vaginitis test. That's up over 75% in the US. So we feel very good about the non-respiratory portfolio continuing to track at higher growth levels mid-teens. Margaux: Thank you. And next, we'll go to Rachel Vatsendale w”
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SEC filings for DHR ↗ · Claim quote is verbatim from the 2025Q2 earnings call.