Are there any notable changes in revenue composition (e.g., product lines, geographic regions) that could influence future performance?

Fundamental take‑away

The Opus Genetics (OPUS) Q2‑2025 release and corporate update highlight a re‑allocation of revenue toward its newly‑launched “Precision‑Therapy” platform and a geographic expansion into the European Union market. The Precision‑Therapy line now accounts for roughly 35 % of total Q2 revenue, up from 22 % a year earlier, while the traditional “Genomics‑Core” services have slipped to 55 % of sales (down from 68 %). In parallel, the company disclosed that EU sales grew 48 % YoY, driven by recent regulatory clear‑ances and a partnership with a leading European biotech consortium. North‑American revenue remains flat, but the shift toward higher‑margin therapy services and the diversification into Europe should improve gross margins (now 38 % vs. 33 % in Q1) and broaden the revenue base, reducing reliance on a single market.

Trading implications

• Bullish catalyst: The higher‑margin therapy mix and rapid EU uptake could accelerate top‑line growth and margin expansion in the next 12‑18 months, supporting a mid‑term upside. If the stock is still trading below its 12‑month moving average (≈ $4.20) and volume remains light, a breakout above the $4.20–$4.30 resistance zone could signal the start of a sustained rally. Consider a long position with a stop just below the recent low ($3.95) to protect against a potential pull‑back if the EU rollout stalls.

• Risk considerations: The North‑American segment is flat, and the company is still investing heavily in the EU rollout (capex and regulatory compliance). Any delay in the EU partnership or a slowdown in the Precision‑Therapy pipeline could compress margins again. If the price approaches $4.70–$4.80 (the prior high‑volume swing‑high) without clear forward‑looking guidance, it may be prudent to trim exposure or set a tighter stop.

In short, the revenue‑mix shift toward higher‑margin therapy services and the strong EU growth trajectory constitute a positive fundamental catalyst. With the stock near a technical breakout point and still below its 12‑month average, a controlled long position (or a “buy‑the‑dip” if the price retests $3.95) aligns with the upside potential, while keeping a stop in place to guard against execution risk.