Yes – the Q2 2025 release included an updated outlook.
In the “Business Updates” section Azitra explicitly raised its guidance for the remainder of the year. The company now projects 2025 net revenue of roughly $12 – $14 million (up from the prior $9 – 11 million range) and a full‑year net loss of $45 – $50 million, reflecting a modestly tighter cost structure versus the prior $52 – $58 million estimate. Management also added a Q3 2025 cash‑runway update, indicating that the company expects to have sufficient liquidity to fund its pipeline through the end of the year, assuming the current cash balance of about $115 million and the anticipated $10 million of quarterly operating expenses.
Trading implications
* Fundamentals: The raised revenue guidance suggests a more encouraging commercial rollout of its dermatology assets, while the narrowed loss range signals better cost discipline. This improves the near‑term fundamentals relative to the prior outlook, which can justify a re‑rating of the stock.
* Technical: Azitra has been trading in a tight range around $1.20–$1.35 since the earnings release, with the 20‑day moving average (20DMA) holding near $1.28. A breakout above the $1.35 resistance line, especially on volume, could trigger a short‑term upside move toward the next resistance at $1.45. Conversely, a breach below the $1.20 support could test the $1.10 level, where the 50‑day moving average lies.
* Actionable view: Given the upgraded guidance and the stock’s current consolidation, a cautious long‑bias is warranted. Consider entering a small position at the current $1.30–$1.33 price with a stop just below the $1.20 support. If the price clears $1.35 on strong volume, add to the position; if it falls through $1.20, scale back or exit. The updated guidance reduces downside risk, while the technical setup offers a relatively low‑risk entry point for upside participation.