Cytokinetics (NasdaqGS:CYTK) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsAlex Xenakis - Research AssociateAndrew Callos - EVP and CCOCory Kasimov - Senior Managing DirectorDiane Weiser - SVP of Corporate Communications and Investor RelationsFady Malik - EVP of Research and DevelopmentJackie Plesset - SMid Cap Biotech Equity Research AssociateJames Condulis - VP of Biotechnology Equity ResearchJoe Pantginis - Managing Director Equity ResearchMaxwell Skor - VP of Biotech Equity Res ...

treatment of psoriasis, there can be no assurance as to the timing or success of the clinical trials of SGX302 for the treatment of psoriasis. Additionally, despite the biologic activity observed in aphthous ulcers induced by chemotherapy and radiation, there can be no assurance as to the timing or success of the clinical trials of SGX945 for the treatment of Behçet's Disease. Further, there can be no assurance that RiVax® will qualify for a biodefense Priority Review Voucher (PRV) or that the prior sales o ...

Summit Therapeutics Q4 & FY 2025 Earnings Call February 23, 2026 4:30pm ET Forward Looking Statement Any statements in this presentation about the Company's future expectations, plans and prospects, including but not limited to, statements about the clinical and preclinical development of the Company's product candidates, entry into and actions related to the Company's partnership with Akeso Inc., the Company's anticipated spending and cash runway, the therapeutic potential of the Company's product candidat ...

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Financial Data and Key Metrics Changes - In 2025, Prothena reported a net cash used in operating and investing activities of $163.7 million, which was favorable compared to the guidance range of $170 million to $178 million [37] - The net loss for 2025 was $244.1 million, aligning with the guidance range of $240 million to $248 million [37] - As of December 31, 2025, Prothena had $308.4 million in cash, cash equivalents, and restricted cash, exceeding the guidance of $298 million [38] Business Line Data and Key Metrics Changes - Prothena's clinical pipeline saw significant progress, with two partnered programs, prasinezumab and coramitug, advancing into phase 3 clinical trials [6][7] - The phase 2 clinical trial for BMS-986446 in early Alzheimer's disease was fully enrolled in 2025, with completion expected in the first half of 2027 [8] - The company introduced its CYTOPE technology, demonstrating potential for precise targeting of intracellular disease pathways [9][30] Market Data and Key Metrics Changes - The phase 3 PARAISO trial for prasinezumab is expected to enroll approximately 900 participants, with primary completion anticipated in 2029 [16] - The phase 3 CLEOPATTRA trial for coramitug is intended to enroll about 1,280 ATTR-CM patients, with primary completion also expected in 2029 [23] - Prothena's partnered clinical programs have the potential to deliver up to approximately $3 billion in future milestone payments [12] Company Strategy and Development Direction - Prothena aims to capture value from clinical partnerships, with potential clinical milestone payments of up to $105 million in 2026 [10][40] - The company plans to implement a share redemption program and invest in its preclinical portfolio to support ongoing partnering efforts [40] - Prothena is focused on advancing its knowledge of the preclinical portfolio to explore research collaborations and licensing agreements [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the robust pipeline addressing significant unmet needs for millions of patients [40] - The company highlighted the importance of upcoming milestones and the potential for significant medical advances in areas with high unmet needs [45] - Prothena remains well-capitalized with a strong cash position, focusing on delivering long-term shareholder value [41] Other Important Information - Prothena's collaborations with Bristol Myers Squibb progressed, with BMS-986446 receiving Fast Track designation from the U.S. FDA for Alzheimer's treatment [8] - The company is engaged in research collaborations exploring multiple approaches for applying its CYTOPE technology [11] Q&A Session Summary Question: Key milestones for partnered program trials for PARAISO and CLEOPATTRA - Management outlined expectations for sharing more information on CYTOPE activities and data from the tau program with Bristol Myers Squibb in 2027, along with the phase 3 readouts expected in 2029 for coramitug and prasinezumab [42][44] Question: Keeping the amyloid beta story alive against competitors - Management discussed the advantages of the PRX012 transferrin-based approach, emphasizing its potential for improved amyloid removal and reduced ARIA rates compared to competitors [51][55] Question: Data sharing from the phase one study of PRX019 - Management confirmed that data from the PRX019 study will be shared with Bristol Myers Squibb, who holds global rights to the program [62][68] Question: Data necessary to secure a partnership for the CYTOPE platform - Management highlighted the importance of demonstrating robust CNS activity and specificity in targeting TDP-43 aggregates, which could facilitate partnerships [71][75]

Financial Data and Key Metrics Changes - In 2025, Prothena reported a net cash used in operating and investing activities of $163.7 million, which was favorable compared to the guidance range of $170 million to $178 million [35] - The net loss for 2025 was $244.1 million, aligning with the guidance range of $240 million to $248 million [35] - As of December 31, 2025, Prothena had $308.4 million in cash, cash equivalents, and restricted cash, exceeding the guidance of $298 million [36] Business Line Data and Key Metrics Changes - Prothena's clinical pipeline saw significant advancements, with two partnered programs, prasinezumab and coramitug, moving into phase 3 clinical trials [5] - The phase 3 PARAISO trial for prasinezumab will evaluate 900 participants with early Parkinson's disease, while the CLEOPATTRA trial for coramitug will enroll approximately 1,280 patients with ATTR-CM [5][17] - The company anticipates potential milestone payments of up to $105 million in 2026 from these partnered programs [9][38] Market Data and Key Metrics Changes - The global market for Parkinson's disease treatment is significant, with over 10 million patients and no approved disease-modifying therapies currently available [13] - The ATTR-CM market represents a multi-billion dollar opportunity, with coramitug expected to capture substantial future milestone payments [18] Company Strategy and Development Direction - Prothena aims to capture value from its clinical partnerships and has a strategic priority to implement a share redemption program in 2026 [9][39] - The company is focused on advancing its preclinical portfolio and exploring research collaborations, particularly around its CYTOPE technology [9][39] - Prothena's strategic priorities are supported by a robust cash position, allowing for prudent capital utilization [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's execution and resilience in 2025, setting the stage for future growth [39] - The company is optimistic about the potential for significant medical advances in areas with high unmet needs, particularly in neurodegenerative diseases [42] - Management highlighted the importance of upcoming milestones and the potential for substantial clinical milestone payments in 2026 [46] Other Important Information - Prothena's collaborations with Bristol Myers Squibb progressed, with the phase 2 TargetTau-1 trial for BMS-986446 fully enrolled and expected to complete in the first half of 2027 [6] - The company introduced its CYTOPE technology, which aims to enable precise targeting of intracellular disease pathways [27] Q&A Session Summary Question: Key milestones for partnered program trials for PARAISO and CLEOPATTRA - Management outlined that significant activities are expected in 2026 and 2027, including updates on CYTOPE technology and data from the tau program with Bristol Myers Squibb [41][42] Question: Keeping the amyloid beta story alive versus competitors - Management discussed the advantages of the PRX012 transferrin-based approach, emphasizing its potential for robust amyloid removal and improved safety profile [50][52] Question: Data sharing from the phase one study of PRX019 - Management confirmed that data from the PRX019 study will be shared with Bristol Myers Squibb, who holds global rights to the program [61][66] Question: Data necessary for CYTOPE platform partnerships - Management highlighted the importance of demonstrating robust CNS activity and specificity in targeting TDP-43 aggregates to attract partnerships [69][73]

Core Insights - Bluejay Diagnostics has successfully enrolled 545 patients in its SYMON™ II multicenter clinical study, exceeding initial expectations with a target of 750 patients [1][2] - The company is making significant progress in manufacturing readiness and technology transfer initiatives, marking a key transition from clinical enrollment to data analysis and commercialization [1][5] Clinical Study Progress - The SYMON™ II study focuses on IL-6 monitoring, with all patient enrollments conducted under approved IRB protocols [2] - The scale and diversity of the dataset are expected to enhance the company's regulatory positioning and facilitate discussions with future partners and stakeholders [3] Manufacturing Readiness - Manufacturing readiness activities are advancing across multiple workstreams, including antibodies, tooling, analytical validation, and commercial manufacturing infrastructure [4] - Key developments include the completion of monoclonal and polyclonal antibody production, which provides supply capacity for over 10 million test cartridges [8] - Technology transfer activities are progressing effectively, supported by strategies to mitigate timing and scale-up risks [4] Future Outlook - As Bluejay enters 2026, the company believes it is in a stronger execution position with reduced clinical risk and a heightened focus on value realization through data analysis and regulatory engagement [5]

Core Insights - The article emphasizes the importance of combining scientific expertise with financial analysis in the biotechnology sector to identify promising investment opportunities [1]. Group 1: Industry Focus - The biotechnology sector is characterized by innovation through unique mechanisms of action, first-in-class therapies, and platform technologies that can reshape treatment paradigms [1]. - Breakthrough science in biotechnology has the potential to yield outsized returns for investors, but it also requires careful scrutiny due to inherent risks [1]. Group 2: Analytical Approach - The analysis will cover biotechnology companies at various stages of development, from early clinical pipelines to commercial-stage biotechs [1]. - Key evaluation criteria include the science behind drug candidates, competitive landscape, clinical trial design, and potential market opportunities, alongside financial fundamentals and valuation [1].

As filed with the Securities and Exchange Commission on February 12, 2026. Registration No. 333- (I.R.S. Employer Identification No.) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BIOVENTRIX, INC. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3841 20-0372415 (Primary Standard Industrial Classification Code Number) If this Form is a post-e ...

As filed with the Securities and Exchange Commission on February 6, 2026 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Delaware 2834 92-1954864 (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 NeOnc Technologies Holdings, Inc. (Exact name of registrant as specified in its charter) Identification Number) 23975 ...