LUNG 最新10-Q变化
将 LUNG 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-04 与上一份 10-Q · 2026-05-04
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +17 | −9 | ~26 | 50 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 3 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 文字有新增/删除 | +8 | −10 | ~18 | 490 |
| 其他信息 | 文字有新增/删除 | +2 | −1 | 0 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-04
overall manufacturing costs. However, other factors will continue to impact our gross margins such as geographic mix, pricing and customer discounts, incentives, support services and potential seasonality.
overall market conditions. We expect cost of goods sold to increase in absolute dollars to the extent more of our products are sold.
Revenue decreased by $1.1 million, or 4.6%, to $22.8 million for the three months ended June 30, 2026, compared to $23.9 million for the three months ended June 30, 2025. The sale of products in the United States decreased by $0.5 million to $14.2 million for the three months ended June 30, 2026, co…
Research and development expenses decreased by $0.3 million, or 5.1%, to $5.0 million for the three months ended June 30, 2026, compared to $5.3 million for the three months ended June 30, 2025. The decrease in research and development expense was primarily due to a decrease of $0.2 million in payro…
Selling, general and administrative expenses decreased by $4.9 million, or 18.5%, to $21.8 million for the three months ended June 30, 2026, compared to $26.7 million for the three months ended June 30, 2025. The decrease in selling, general and administrative expenses was primarily due to a decreas…
相对上期删除的文字 · 来源:10-Q · 2026-05-04
Revenue decreased by $2.0 million, or 8.7%, to $20.6 million for the three months ended March 31, 2026, compared to $22.5 million for the three months ended March 31, 2025. The sale of products in the United States decreased by $0.9 million to $13.3 million for the three months ended March 31, 2026,…
77.9% for the three months ended March 31, 2026, compared to 72.5% for the three months ended March 31, 2025. The increase in gross margin was primarily due to geographic mix during the three months ended March 31, 2026.
Research and development expenses increased by $0.1 million, or 3.0%, to $4.9 million for the three months ended March 31, 2026, compared to $4.8 million for the three months ended March 31, 2025. The increase in research and development expense was primarily due to an increase of $0.2 million in pa…
Selling, general and administrative expenses decreased by $2.0 million, or 7.8%, to $24.1 million for the three months ended March 31, 2026, compared to $26.1 million for the three months ended March 31, 2025. The decrease in selling, general and administrative expenses was primarily due to a decrea…
Interest expense increased by $0.2 million to $1.0 million for the three months ended March 31, 2026 compared to $0.8 million for the three months ended March 31, 2025, primarily due to higher interest rates under our Perceptive Loan compared to our CIBC Loan which was fully repaid in March 2026. In…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-04
The Centers for Medicare & Medicaid Services (“CMS”) have established guidelines for the coverage and reimbursement of certain products and procedures by Medicare. In general, in order to be reimbursed by Medicare, a
healthcare procedure furnished to a Medicare beneficiary must be reasonable and necessary for the diagnosis or treatment of an illness or injury, or to improve the functioning of a malformed body part. The methodology for determining coverage status and the amount of Medicare reimbursement varies ba…
While we have implemented security measures designed to protect against security incidents, there can be no assurance that these measures will be effective. The reliability and continuous availability of our LungTraX Platform is critical to our success. However, software such as ours, or that of thi…
Moreover, a disruption in access to the system that controls the LungTraX Platform would prevent physicians using our solution from receiving the StratX Lung Report indicating whether their patients are good candidates for the Zephyr Valve. In the event we experience significant disruptions, we may …
on complex information technology to manage our infrastructure. Our information systems require an ongoing commitment of significant resources to maintain, protect and enhance our existing systems. Failure to maintain or protect our information systems and data integrity effectively could negatively…
相对上期删除的文字 · 来源:10-Q · 2026-05-04
The Centers for Medicare & Medicaid Services (“CMS”) have established guidelines for the coverage and reimbursement of certain products and procedures by Medicare. In general, in order to be reimbursed by Medicare, a healthcare procedure furnished to a Medicare beneficiary must be reasonable and nec…
may receive regulatory approval may not be available or adequate in either the United States or international markets, which will negatively affect our business, financial condition and results of operations.
incur increased costs or otherwise experience impairment to our customer relationships. We cannot guarantee that we will be able to establish alternative relationships on similar terms, without delay or at all.
have increased in frequency and severity, and we cannot guarantee that third parties’ infrastructure in our supply chain or our third-party partners’ supply chains have not been compromised.
While we have implemented security measures designed to protect against security incidents, there can be no assurance that these measures will be effective. The reliability and continuous availability of our LungTraX Platform
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-04
The following discussion includes trading arrangements adopted or terminated by our directors and officers during the three months ended June 30, 2026.
On June 11, 2026, Glendon French, our President, Chief Executive Officer, and Director, adopted a new Rule 10b5-1 trading arrangement intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act for the sale of up to 360,000 shares of our common stock. The trading …
相对上期删除的文字 · 来源:10-Q · 2026-05-04
During the three months ended March 31, 2026, none of our directors or officers adopted or terminated (i) any contract, instruction or written plan for the purchase or sale of securities of the Company intended to satisfy the affirmative defense conditions of Rule 10b5–1(c) (a “Rule 10b5-1 trading a…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议