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Bausch + Lomb (BLCO) has an average rating of overweight and mean price target of CA$25.55, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Bausch Health (BHC) is poised to report Q2 revenue of $2.73 billion and adjusted earnings before interest, taxes, depreciation, and amortization of $948 million, compared with the Street consensus of $2.67 billion and $978 million, RBC Capital Markets said in a Tuesday note.Key areas of focus for company's Q2 earnings include the Xifaxan patent litigation, management's view for monetizing the Bausch + Lomb (BLCO) asset to reduce RemainCo debt following the Xifaxan genericization, Solta Medical performance and margin normalization, among others, RBC said.RBC said that it expects forex continue to influence Bausch Health and Bausch + Lomb performance in Q2, albeit to different degrees and with tailwinds moderating relative to Q1.Bausch Health is scheduled to report its Q2 results on July 29.RBC maintained its sector perform rating on Bausch Health with a price target of $9.Price: $4.54, Change: $-0.15, Percent Change: -3.10%
Bausch + Lomb (BLCO) could report stronger Q2 results as prescription eye drug sales, improving surgical operations and new consumer products support growth, though currency benefits may weaken and policy risks remain, RBC Capital Markets said in a note Monday.RBC expects Q2 revenue of $1.38 billion, above the $1.37 billion consensus estimate, and raised its Q2 sales forecasts for Miebo and Xiidra to about $95 million each after prescription data came in stronger than expected.Foreign exchange rates are expected to add about $15 million to Q2 revenue, down from a benefit of about $42 million in Q1, with currencies expected to become a small drag in H2, RBC said.Full-year revenue is estimated at $5.45 billion, including about $48 million in currency benefits, compared with the company's guidance of $5.42 billion to $5.52 billion, along with a margin of 19.2%, supported by prescription drug growth and improved profitability, according to the note.RBC kept its outperform rating and $21 price target as a higher valuation for the prescription drug business offset a lower valuation for the vision care and surgical units.Price: $15.97, Change: $-0.29, Percent Change: -1.78%
Healthcare stocks were lower late Friday afternoon, with the NYSE Healthcare Index decreasing 0.7% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.8%.The iShares Biotechnology ETF (IBB) fell 2.6%.In corporate news, Bausch + Lomb (BLCO) shares fell 2.9%. The company said late Thursday that results from a phase 2 trial assessing BL1107 in people with glaucoma showed the study did not meet its primary endpoint of replicating visual function improvements seen in a smaller phase 1/2a trial.Pfizer's (PFE) Q2 revenue is expected to match Wall Street's estimates, but its EPS may fall short, RBC said in a note. Separately, Pfizer's vaccine disputes with Poland and Romania continue, now extending to the countries' air traffic agencies, Bloomberg reported. Pfizer shares were fractionally higher.SL Science (SLBT) shares gained 4.4% after it said Friday it has submitted an orphan drug designation request to the US Food and Drug Administration for its Gamma Delta T therapy, named Vdelta2+ Gamma Delta T Cells, for the treatment of glioblastoma multiforme.Cosmos Health (COSM) shares jumped 15% after it said Friday that it has launched a subscription-based purchasing model for its consumer health brands.
Healthcare stocks were lower Friday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF (XLV) each shedding about 1%.The iShares Biotechnology ETF (IBB) fell 2.7%.In corporate news, Bausch + Lomb (BLCO) shares fell 3.5%. The company said late Thursday that results from a phase 2 trial assessing BL1107 in people with glaucoma showed the study did not meet its primary endpoint of replicating visual function improvements seen in a smaller phase 1/2a trial.Pfizer's (PFE) Q2 revenue is expected to match Wall Street's estimates, but its EPS may fall short, RBC said in a note. Separately, Pfizer's (PFE) vaccine disputes with Poland and Romania continue, now extending to the countries' air traffic agencies, Bloomberg reported. Pfizer shares were up 0.1%.Cosmos Health (COSM) shares jumped 10% after it said Friday that it has launched a subscription-based purchasing model for its consumer health brands.
Bausch Health's (BHC) total prescriptions in Q1 were likely to be negatively impacted by the company's exit from the US federal drug pricing programs in October 2025, RBC Capital Markets said in a Monday note.Prescriptions of the 550-miiligram formulation of the company's top-selling Xifaxan, used to treat gastrointestinal conditions, dropped 6.2% in Q1 year over year after a 1.1% decline in Q4, RBC analysts said. They expect volume losses to be partially offset by improved net pricing and revised their Xifaxan revenue forecast to $480 million from $487 million.The company's Q1 revenue is projected at $2.43 billion, compared with the consensus of $2.41 billion, according to the note.Investors are likely to focus on the ongoing litigation involving Xifaxan's patent; Bausch Health's plan to monetize the Bausch + Lomb (BLCO) asset after the genericization of Xifaxan, expected in January 2028; and a growth rebound for its Solta Medical aesthetics business, the analysts said.Bausch Health is expected to report Q1 financial results after market-close on Wednesday.RBC maintained the company's stock rating at sector-perform and lowered the price target to $9 from $10.Price: $5.70, Change: $+0.07, Percent Change: +1.15%
Bausch + Lomb's (BLCO) Q1 likely saw revenue tailwinds from foreign exchange, continuing trends from Q4, RBC Capital Markets said in a Thursday note.Broad currency strength, compared with the US dollar, is estimated to have yielded about a $40 million revenue benefit in Q1 and will likely add about $70 million for all of 2026, RBC said. The company's 2026 revenue guidance currently calls for a $30 million FX tailwind, RBC said.Bausch + Lomb is set to report its Q1 results on April 29 and investors are expected to focus on the company's primary prescription for dry eye disease products, the investment firm added. RBC said investor concerns include Miebo's profitability in 2026 and Xiidra's net pricing improvement.RBC has an outperform rating on Bausch + Lomb, with a $21 price target.Price: $15.75, Change: $-0.03, Percent Change: -0.19%
