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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Cerus
Cerus (CERS) investor relations material
Cerus Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary6 Mar, 2026
Strategic positioning and market leadership
Leads in pathogen reduction technologies for transfused blood components, with first-mover advantage and high barriers to entry in a $7B+ addressable market.
Recurring revenues supported by a longstanding, concentrated customer base, enabling significant SG&A leverage.
Mission is to establish INTERCEPT as the global standard of care for transfused blood components.
Product portfolio and innovation
INTERCEPT Blood System covers platelets, plasma, and cryoprecipitate, with ongoing development for red blood cells and next-generation INT200 illumination device.
INTERCEPT Fibrinogen Complex (IFC) offers immediate, enriched fibrinogen supplementation for bleeding control, with a 5-day shelf life when thawed.
INT200 device features intuitive design, compactness, and custom reporting, with CE Mark and planned FDA submission in mid-2026.
Financial performance and guidance
Achieved record Q4 2025 product revenue of $57.8M (+14% YoY) and full-year 2025 product revenue of $206.1M (+14% YoY).
2025 net loss was $15.6M, but non-GAAP adjusted EBITDA was positive at $9.5M; operating cash flow reached $4.8M.
2026 product revenue guidance is $224M–$228M, with IFC revenue expected between $20M–$22M.
Timeline for INT200 PMA submission to the FDA
BCA agreement impact on US platelet penetration
IFC turnaround time compared to cryo AHF
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Latest events from Cerus
- Double-digit growth driven by U.S. and global expansion, new products, and strong partnerships.CERS
TD Cowen 46th Annual Health Care Conference3 Mar 2026 - 2025 revenue hit $233.8M with narrowing losses and strong IFC and INT200-driven growth.CERSQ4 20252 Mar 2026
- Q2 product revenue up 16%, net loss narrowed, and 2024 guidance raised to $175–178M.CERSQ2 20242 Feb 2026
- BARDA awards up to $248M for U.S. program; Europe plans new submission after CE Mark setback.CERSStudy Update19 Jan 2026
- Q3 2024 revenue up 16%, net loss narrowed, and full-year guidance raised on strong demand.CERSQ3 202417 Jan 2026
- Global expansion, product innovation, and operational leverage drive strong growth outlook.CERSStifel 2024 Healthcare Conference13 Jan 2026
- Strong growth, new product launches, and global expansion drive future opportunities.CERSCantor Global Healthcare Conference 20255 Jan 2026
- Strong U.S. market share, global expansion, and new products drive robust multi-year growth.CERSTD Cowen 45th Annual Healthcare Conference26 Dec 2025
- 15% revenue growth, positive EBITDA, and improved net loss set up strong 2025 outlook.CERSQ4 20243 Dec 2025
Next Cerus earnings date
Q1 202630 Apr, 2026
Cerus
Next Cerus earnings date
Q1 202630 Apr, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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