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NewAmsterdam Pharma Company (NAMS) 2025 Update / Briefing June 11, 2025 09:00 AM ET Speaker0 Alright. Good morning, everybody. Welcome to New Amsterdam's R and D Day. Thank you for everyone to show up who's live here as well as everyone who's on the webcast. We have a exciting day planned for you. Speaker1 Let's see here. Speaker0 you know, we may be making forward looking statements today, so please everyone pay attention to this slide. So just to kind of give you a brief overview of what will be discussed ...

Welcome to R&D Day June 11, 2025 Disclaimer Forward Looking Statements Certain statements included in this presentation (together with oral statements made in connection herewith, this "Presentation") that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements generally are accompanied by words such as "believe," "may," "will," "estimate," "continue," "anticipate," ...

Financial Data and Key Metrics Changes - The company is executing a Fit for Growth program aimed at optimizing its cost structure, with a target of achieving $800 million in net cost savings by the end of the year [44] - The company has successfully executed activities necessary to yield $1 billion in growth and $800 million in net savings [44] Business Line Data and Key Metrics Changes - The company has shifted its focus from primarily neuroscience to include immunology and nephrology, with significant investments in four ongoing product launches [4][9] - The company has nine programs in phase three or phase three ready, indicating a robust pipeline for future growth [7] Market Data and Key Metrics Changes - The U.S. launch of Skyclaris is in a steady growth phase, while initial launches in Europe are progressing similarly [48] - The company has received approval in Brazil for Skyclaris, which is expected to be an important market [49] Company Strategy and Development Direction - The company is focused on redeploying capital from its MS business to support new growth opportunities in nephrology and immunology [5] - The company is actively pursuing business development opportunities, including the acquisition of Hai Bio, to enhance its pipeline [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the foundational position of the company for future capital deployment and growth opportunities [6] - The company is monitoring potential changes in drug pricing policies and tariffs, which could impact negotiations in the EU [14][15] Other Important Information - The company is excited about the potential of its pipeline assets, particularly in rare diseases and kidney diseases, as highlighted in an upcoming investor presentation [40][41] - The company is leveraging AI technology to identify patients for its therapies, indicating a focus on innovative approaches in patient engagement [49] Q&A Session Summary Question: How is the firm balanced now in terms of various disease areas? - The company is leveraging existing expertise in rare diseases while expanding into nephrology and immunology through strategic acquisitions [10] Question: What is the comfort level among PCP providers with the use of blood-based biomarker tests for Alzheimer's? - PCP providers are already using blood-based biomarkers alongside PET scans, indicating a growing acceptance of these tests [26] Question: What are the expectations for the upcoming readouts from the company's trials? - The company anticipates steady progression in growth and is optimistic about the potential for inflection points with new diagnostic tests and treatment methods [27]

Alpha Cognition (NASDAQ: ACOG ) is an relatively unknown pharmaceutical company that just launched its first commercial product, Zunveyl (benzgalantamine), in March for the symptomatic treatment of mild-to-moderate Alzheimer’s disease (AD). After receiving FDA approval in July 2024, Alpha Cognition quietlyAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ACOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions ...

Last year, top researchers in Alzheimer's Disease treatments published a scientific journal article describing how a new drug can slow the cognitive decline of Alzheimer's patients by 36%, and by nearly 50% for people with a particularI am interested in writing what others have not written. For instance, I plan on detailing how the Biden solar import duty (tax) policy is the greatest blockade in the growth of clean energy on our planet. My particular areas of interest include clean energy, Alzheimer's drugs ...

I continue to reassess the mechanisms of action of blarcamesine and the causes of Alzheimer’s disease itself based on Anavex’s (NASDAQ: AVXL ) long-term open label trial results . Blarcamesine appears to perform no better than Aricept forRetired history instructor. Alzheimer's disease researcher for the past two decades.My goal is to give investors solid advice based on the mechanisms of action of Alzheimer's drugs. This advice is informed by a background in biology (conservation, ecology, evolution, enviro ...

Financial Data and Key Metrics Changes - The cash position as of March 31 was $115.8 million with no debt [10] - Cash utilized in operating activities during the quarter was $5.9 million [10] - General and administrative expenses decreased to $2.6 million from $2.9 million year-over-year [11] - Research and development expenses increased slightly to $9.9 million from $9.7 million year-over-year [11] - The net loss for the quarter was reported at $11.2 million or $0.13 per share [11] Business Line Data and Key Metrics Changes - The company continues to focus on noninvasive targeted upstream precision compounds, particularly for Alzheimer's disease and schizophrenia [4] - Blacaramazine for Alzheimer's disease showed significant clinical benefits over three years of treatment [5] - Enrollment in the Phase II clinical study of ANAVEX 371 for schizophrenia was successfully completed with 71 participants [6][7] Market Data and Key Metrics Changes - The company is actively engaging with potential partners for the distribution of blacaramazine in Europe [27] - Discussions with CROs are ongoing to establish a sales force for potential drug launch [27] Company Strategy and Development Direction - The company aims to advance precision medicine compounds with a focus on scalable treatment alternatives for Alzheimer's and schizophrenia [13] - The strategy includes preparing for potential drug launches in various international markets, including Europe, Canada, and Australia [32][34] Management's Comments on Operating Environment and Future Outlook - Management expects feedback from the EMA regarding Alzheimer's treatment submission by the end of the year or early next quarter [15] - The focus remains on the safety and biomarker effects of the schizophrenia trial, addressing significant unmet needs in treatment [17][18] Other Important Information - The company has expanded its scientific advisory board with the appointment of experts in Alzheimer's disease [8] - The advantages of oral blacaramazine include timely access to treatment without logistical barriers, benefiting both patients and caregivers [46][49] Q&A Session Summary Question: Timeline for EMA feedback on Alzheimer's treatment - Management expects feedback by the end of the year or early next quarter, with no interim updates provided [15] Question: Key inflection points for 2025 - The focus is on the Phase II study in schizophrenia, particularly on safety and biomarker effects [17] Question: Details on the schizophrenia trial duration - The trial consists of two parts, with Part B lasting 28 days [23] Question: Pre-launch activities for blacaramazine in Europe - The company is in discussions with potential partners and CROs to ensure readiness for distribution [27] Question: Countries that might piggyback on European approval - Other regions include South America, Africa, the Middle East, and parts of Asia [31] Question: Parallel discussions with regulatory bodies - The company plans to initiate discussions with Canadian and Australian authorities in parallel with European feedback [34] Question: Revenue timeline post-approval - Revenue could potentially be realized in the March quarter, depending on logistical factors [41] Question: Drug manufacturing and launch inventory - The drug is manufactured by a major US manufacturer, and the company has a large launch inventory [42]

Acumen Pharmaceuticals (ABOS) Q1 2025 Earnings Call May 13, 2025 08:00 AM ET Company Participants Alex Braun - VP & Head of Investor RelationsDaniel O'Connell - CEO, President & DirectorMatthew Zuga - CFO & Chief Business OfficerJim Doherty - President & Chief Development OfficerSarah Medeiros - BioPharma & Biotech Equity Research AssociateEric Siemers - Chief Medical OfficerTrung Huynh - Executive Director - Equity Research Conference Call Participants None - AnalystThomas Shrader - MD & Healthcare Analyst ...

Prothena Corporation (PRTA) reported first-quarter 2025 loss per share of $1.12, much wider than the Zacks Consensus Estimate of a loss of 92 cents.  In the year-ago quarter, the company posted a loss of $1.34 per share. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The bottom line improved year over year due to higher revenues and lower expenses.Revenues totaled $2.8 million, which missed the Zacks Consensus Estimate of $21 million. PRTA recorded revenues of $0.1 million in the f ...