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OraSure Technologies reported sharply lower results for the quarter and year ended December 31, 2025 as COVID-related demand faded and core markets softened. Q4 2025 net revenues were $26.8 million, down 29% from $37.4 million a year earlier, and full-year revenues fell to $115.0 million from $185.8 million. The company posted a Q4 GAAP net loss of $19.3 million and a full-year loss of $68.7 million, with Q4 non-GAAP operating loss widening to $15.2 million. Despite the downturn, Q4 non-GAAP gross margin improved to 41.4% and cash and cash equivalents totaled $199 million with no debt.
Core revenues of $26.7 million in Q4 declined 22% year-over-year, driven by a 20% drop in diagnostics sales to $15.1 million and a 39% decline in Sample Management Solutions revenues to $9.1 million. COVID-19 revenues nearly disappeared, falling 95% in Q4 and 99% for the year. Management highlighted cost actions, site consolidations, product line closures, and a $40 million share repurchase program, of which $5 million was used in Q4 to buy back about 1.9 million shares. Looking ahead, the company is guiding Q1 2026 total revenues to $26–29 million and expects low‑40% non-GAAP gross margins, while banking on potential FDA clearances for a rapid molecular self‑test for chlamydia and gonorrhea and the Colli‑Pee urine collection device to help return the business to growth.
Orasure Technologies, Inc. shareholder Neil Gagnon, together with affiliated advisers Gagnon Securities LLC and Gagnon Advisors, LLC, filed an amended Schedule 13G reporting beneficial ownership of the company’s common stock. Neil Gagnon is deemed to beneficially own 3,565,315 shares, or 4.9% of the common stock, including shares over which he has both sole and shared voting and dispositive power. The ownership percentages are calculated based on 71,733,530 shares outstanding as of October 31, 2025. The filing certifies that the securities are not held to change or influence control of Orasure Technologies.
Altai Capital Management, which reports owning approximately 5.2% of OraSure Technologies’ common stock, has launched an activist campaign to change the Company’s Board. Altai has filed a proxy solicitation seeking to elect two nominees, John Bertrand and Altai founder Rishi Bajaj, at OraSure’s 2026 Annual Meeting of Stockholders.
Altai states that it is dissatisfied with what it views as OraSure’s share price underperformance and the Board’s strategic and capital allocation decisions, and argues that new directors are needed to improve long-term value. Mr. Bajaj brings public company board and investment management experience, while Mr. Bertrand brings operating and board experience in healthcare technology and artificial intelligence.
OraSure Technologies Inc. is the subject of an amended beneficial ownership filing by Altai Capital Management and related parties, who report owning 3,740,836 shares of common stock, representing 5.21% of the outstanding class. The reporting persons have shared voting and shared dispositive power over all of these shares and no sole voting or dispositive power.
Through this Amendment No. 2, the group discloses that on January 15, 2026, Osprey notified OraSure that it intends to nominate Rishi Bajaj and John Bertrand for election to the board at the company’s 2026 annual stockholder meeting. Osprey also plans to present a proposal asking the board to declassify itself so that all directors stand for election annually, and the reporting persons state they intend to solicit proxies in support of these director nominees and the declassification proposal.
OraSure Technologies (OSUR) filed its Q3 2025 10‑Q showing lower sales and wider losses. Net revenues were $27.085M (down 32% year over year), driven by declines in HIV diagnostics and Sample Management Solutions, plus the wind‑down of risk assessment testing and sharply lower COVID‑19 demand. Gross margin was 43.5%, slightly above last year on mix and higher non‑product revenue.
The company reported an operating loss of $16.1M and a net loss of $13.712M for the quarter. Research and development rose to $10.106M (up 80%) as clinical trials advanced for the CT/NG test acquired with Sherlock. For the nine months, net revenues were $88.258M (down 41%) with an operating loss of $51.866M.
Cash and cash equivalents were $216.478M at September 30, 2025 after a $51.285M year‑to‑date decrease, including $10.001M used to repurchase shares under a $40.0M authorization. Non‑product revenues increased on funded R&D tied to Sherlock and BARDA contracts. Subsequent to quarter‑end, the company signed an agreement to acquire BioMedomics for an upfront $4.0M in cash, plus contingent consideration.
OraSure Technologies (OSUR) reported that it issued a press release announcing its consolidated financial results for the quarter ended September 30, 2025. The company also furnished that release as Exhibit 99.1.
Management hosted a webcast with analysts and investors on November 5, 2025 to discuss results and business developments, and furnished an investor presentation as Exhibit 99.2. The materials were provided under Items 2.02 and 7.01 and are described as furnished, not filed.
OraSure Technologies (OSUR) announced Board changes. On October 28, 2025, Mara G. Aspinall resigned as director and chair of the Board, effective immediately, and the company stated her resignation was not due to any dispute or disagreement. The Board appointed John P. Kenny, a current director, as the new chair.
The Board also appointed Steven Boyd as a Class II director effective October 28, 2025, with a term through the 2026 Annual Meeting. He was deemed independent under Nasdaq rules and Rule 10A-3 and will serve on the Audit and Nominating & Corporate Governance Committees. Under the director compensation policy, he will receive time-vested restricted shares valued at $100,000 that vest in two years.
Dimensional Fund Advisors LP reported ownership of 3,636,260 shares of OraSure Technologies Inc common stock, representing 5.0% of the outstanding class. Dimensional states it has sole voting power for 3,560,315 shares and sole dispositive power for 3,636,260 shares, while disclaiming beneficial ownership because the shares are held by various funds it advises.
The filing is a Schedule 13G/A indicating a passive, investment-adviser position rather than an activist stake. The report explains the holdings arise from Dimensional’s advisory roles to registered investment companies, commingled funds, group trusts and separate accounts and notes no group affiliation or parent-subsidiary acquisition activity is claimed.
OraSure Technologies (OSUR) director John P. Kenny received 6,118 restricted shares on 09/24/2025 under the company's Stock Award Plan in lieu of cash fees. The shares were granted at an indicated price of $3.269 and vest immediately, increasing Mr. Kenny's beneficial ownership to 153,322 shares. The Form 4 was signed by an attorney-in-fact on 09/26/2025. The filing records this as a non-derivative acquisition and specifies the grant was made under the company plan as compensation for director fees.
Altai Capital Management and related parties disclosed a 5.13% stake in OraSure Technologies (OSUR), reporting ownership of 3,748,836 shares. The position is held for accounts managed by Altai, acquired with about $11,461,291 of working capital. The filing states the stake was purchased for investment purposes and that Altai may engage with OraSure management, the board, shareholders or other parties about matters including strategy, governance and capital structure, but currently has no contracts or formal plans to effect specific changes. All shares are reported as shared voting and dispositive power; no sole voting power is claimed.