Cerus: This Blood-Safety Underdog Should Be Earning More Respect
Cerus (CERS) is pivoting toward higher-value therapeutic products while reducing its research cost burden, aided by substantial government funding. Q2 2026 results signal an inflection point: product revenue grew 10%, operating expenses fell 7%, and adjusted EBITDA more than tripled year-over-year. Management raised full-year revenue guidance for the second time this year, now projecting $229–231 million, reflecting growing confidence in commercial momentum.
Cerus Q2 Earnings Call Highlights
Cerus NASDAQ: CERS reported second-quarter product revenue growth of 10% year over year and raised the low end of its 2026 product revenue outlook, citing demand for its INTERCEPT blood-safety products in North America and overseas.
Cerus Corporation: Strong Q1 Results Validate The Turnaround Thesis
Cerus' Q1 2026 product revenues grew another 24% YoY. This was mainly thanks to strong platelet demand and rapid IFC adoption. Management raised its 2026 product revenue guidance to $227-$231 million, which would imply promising 10%-12% YoY growth. IFC volumes rose about 120% YoY, making it the clearest current growth vertical beyond platelets.
Cerus Corporation (CERS) Q1 2026 Earnings Call Transcript
Cerus Corporation (CERS) Q1 2026 Earnings Call Transcript
Cerus's Record 2025 Sets It Up For Another Leg Higher
CERS' INTERCEPT platform (kits + illuminators) is scaling globally, with record 2025 results. They've also grown their adoption across ~40 countries. INT200 received European approval and launched. They also have a US PMA filing targeted for 2026. This means CERS may soon have another hardware refresh cycle, with future kit pull-through.
Cerus Corporation (CERS) Q4 2025 Earnings Call Transcript
Cerus Corporation (CERS) Q4 2025 Earnings Call Transcript
Cerus: IFC Growth And RBC Optionality
CERS develops the Intercept Blood System for platelets, plasma, and IFC. These are valuable offerings for blood transfusions. CERS Intercept provides a pathogen-reduced transfusion product suite that directly address blood safety worldwide. IFC allows for room-temperature fibrinogen support that sharply reduces wasted product and turnaround times.
Cerus Corporation (CERS) Q3 2025 Earnings Call Transcript
Cerus Corporation ( CERS ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Timothy Lee William Greenman - President, CEO & Chairman Vivek Jayaraman - Chief Operating Officer Kevin Green - VP of Finance & CFO Conference Call Participants Junwoo Park - Cantor Fitzgerald & Co., Research Division John Wilkin - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Good day, ladies and gentlemen. Thank you for standing by, and welcome to the Cerus Corporation Third Quarter 2025 Earnings Conference Call.
Cerus Corporation (CERS) Q2 2025 Earnings Call Transcript
Cerus Corporation (NASDAQ:CERS ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Kevin D. Green - VP of Finance & CFO Vivek K.
Cerus Corporation (CERS) Q1 2025 Earnings Call Transcript
Cerus Corporation (NASDAQ:CERS ) Q1 2025 Earnings Conference Call May 1, 2025 4:30 PM ET Company Participants Tim Lee - Head of Investor Relations Obi Greenman - President and Chief Executive Officer Vivek Jayaraman - Chief Operating Officer Kevin Green - Chief Financial Officer Carol Moore - Senior Vice President Conference Call Participants Josh Jennings - TD Cowen Matt Park - Cantor Fitzgerald Vidyun Bais - BTIG Operator Good day, ladies and gentlemen. Thank you for standing by, and welcome to the Cerus Corporation First Quarter 2025 Earnings Conference Call.
Cerus (CERS) Reports Q1 Loss, Tops Revenue Estimates
Cerus (CERS) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.05 per share a year ago.
Cerus Corporation (CERS) Q4 2024 Earnings Call Transcript
Cerus Corporation (NASDAQ:CERS ) Q4 2024 Earnings Call February 20, 2025 4:30 PM ET Company Participants Noopur Liffick - Investor Relations Obi Greenman - President and Chief Executive Officer Vivek Jayaraman - Chief Operating Officer Kevin Green - Chief Financial Officer Carol Moore - Senior Vice President Conference Call Participants Joshua Jennings - TD Cowen Jacob Johnson - Stephens. Ross Osborn - Cantor Fitzgerald John Wilkin - Craig-Hallum Operator Good day, ladies and gentlemen.
