Bausch Health's (BHC) potential updates on the patent infringement case regarding the Xifaxan drug and commentary on potential policy-related headwinds will be the key focus when the company publishes its Q2 earnings later this month, RBC Capital Markets said Tuesday.
RBC expects the company to post Q2 revenue of $2.53 billion, compared to an estimate of $2.50 billion compiled by FactSet.
RBC said that it will also look for commentary on management's strategic vision for its subsidiary, Bausch + Lomb (BLCO). "Should a sale of the asset materialize, it would most likely occur in the 2026/2027 timeframe," RBC said.
The brokerage added it will "monitor updates on potential policy-related headwinds, including tariffs, drug pricing, MFN, and IP concerns, particularly as the US prepares to implement new tariffs on Aug. 1."
RBC retained a price target of $10 and a sector perform rating on the stock. Bausch Health is scheduled to report its Q2 earnings on July 30.
Price: 6.40, Change: +0.05, Percent Change: +0.87
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