Summary of Sana Biotechnology FY Conference Call Company Overview - **Company**: Sana Biotechnology (NasdaqGS:SANA) - **Event**: 44th Annual J.P. Morgan Healthcare Conference - **Date**: January 14, 2026 - **Presenter**: Steve Harr, President and CEO Core Industry Focus - **Industry**: Biotechnology, specifically in cell therapy and gene editing - **Target Disease**: Type 1 diabetes and potential applications in blood cancers and autoimmune diseases Key Points and Arguments Goals and Progress - **Main Goals**: - Overcome allogeneic rejection in cell therapy to make it universally available - Develop effective delivery methods for genetic payloads to cells [2][3] - **Focus Area**: Type 1 diabetes, a significant unmet medical need with high demand for better treatment options [3][9] Achievements - **Cell Transplantation**: Successfully demonstrated the ability to transplant cells that evade the immune system [4] - **Master Cell Bank**: Established a master cell bank for consistent production of pancreatic beta cells [4][28] - **Regulatory Engagement**: Engaged with global regulators to align on future plans, including filing an Investigational New Drug (IND) application [4][29] Clinical Development - **Phase One Study**: Plans to file IND and begin Phase One study within the year, aiming for quick proof of concept regarding immune evasion and functional insulin production [4][30] - **Patient Outcomes**: A patient who received the therapy has shown no adverse events and continued insulin production for over a year [16][21] Scientific Insights - **Mechanism of Action**: - Knocking out MHC class I and II to prevent immune rejection, combined with overexpression of CD47 to evade both adaptive and innate immunity [13][14] - Evidence of survival and function of transplanted cells through C-peptide levels and PET MRI scans [17][21] Market Potential - **Unmet Need**: Curing type 1 diabetes could equate to curing both HIV and multiple sclerosis in the U.S., highlighting the vast market potential [9] - **Scalability**: The goal is to create a scalable therapy that can treat millions of patients, with a focus on manufacturing efficiency [28][58] Future Directions - **In Vivo CAR T Cells**: Development of a best-in-class in vivo CAR T platform, with plans to initiate trials in cancer and autoimmune diseases [43][60] - **Partnership Strategy**: Considering partnerships to accelerate development in competitive areas like B cell cancers and autoimmune diseases [60] Regulatory and Manufacturing Challenges - **Regulatory Complexity**: Navigating the complexities of novel immunology, gene editing, and stem cell biology with regulators [51] - **Manufacturing Scale**: Challenges in scaling production from Phase One to commercial levels, focusing on maintaining genomic stability and purity [45][47] Investment and Financial Outlook - **Investment Needs**: Significant investment required for manufacturing scale-up and clinical development, with ongoing financial commitments expected [56][58] Additional Important Insights - **Patient Population for Trials**: Initial trials will focus on adults with type 1 diabetes, with plans to expand to younger populations as data is gathered [52][53] - **Global Reach**: The Phase One study will not be limited to the U.S. but will include other geographies [54] This summary encapsulates the key points discussed during the conference call, highlighting Sana Biotechnology's strategic focus, achievements, and future plans in the biotechnology sector.

CARVYKTI Market Leadership - CARVYKTI achieved $1.7 billion in Last Twelve Months (LTM) net trade sales[10, 91] - Over 10,000 patients have been treated with CARVYKTI[11, 22] - CARVYKTI has a manufacturing success rate of 97%[24] - CARVYKTI has a median turnaround time (TAT) of less than 30 days[24] - The company expects 3/4 of CARVYKTI orders to come from 2L-4L (second to fourth line) patients[92] Financial Performance and Profitability - Revenue has scaled nearly 4x since Q2 2023[16] - The company anticipates achieving company-wide operating profit in 2026[13, 92] - Operating margin improved from -142% in Q2 2023 to -16% in Q3 2025[14] - The company has $1 billion in cash, cash equivalents, and time deposits as of September 2025[13, 90] Innovation and Pipeline - The company plans to present in vivo data in the second half of 2026[92] - The company aims to file 1-2 US INDs (Investigational New Drug applications) in the second half of 2026[92]

NASDAQ PROK Transforming the Future of Chronic Kidney Disease Treatment Preserving Kidney Function in Patients at High Risk of Kidney Failure 44th Annual J.P. Morgan Healthcare Conference Bruce Culleton, MD Chief Executive Officer January 14, 2026 Copyright © 2026 ProKidney Corp. All rights reserved. Forward-looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. ProKidney's actual ...

Bio-Techne FY Conference Summary Company Overview - **Company Name**: Bio-Techne (NasdaqGS: TECH) - **Headquarters**: Minneapolis - **Employee Count**: 3,100 across 34 global locations - **Revenue**: $1.2 billion in 2025 - **Segments**: - Protein Sciences (73% of revenue) - Diagnostics and Spatial Biology (27% of revenue) [3][4] Core Business Insights - **Product Portfolio**: - 6,000 proteins and 400,000 antibodies - Focus on consumables (81% of revenue), instruments (9%), services (7%), and royalties (2%) [4] - **Revenue Breakdown**: - 41% from core reagents - 12% from diagnostic controls - 51% from biopharma, 20% from academia, 16% from diagnostics, 13% from distributors [5][6] Market Position and Strategy - **Total Addressable Market (TAM)**: $27 billion with significant growth potential [18][22] - **Growth Factors**: - Discovery of biological insights - Development of advanced therapeutics - Enablement of precision diagnostics [9][10] - **Key Applications**: - Cell therapies (7% of revenue) - Proteomic applications in drug development - Spatial interrogation [10][13] Financial Performance - **Revenue Growth**: 10% CAGR over the last five years despite market headwinds [19] - **Organic Revenue Growth**: 5% in fiscal 2025 [20] - **Profitability**: Targeting 35%-40% operating margins [23] Industry Trends - **Biotech Industry**: Experienced a decline in Q1 but showed signs of recovery with a 90% increase in funding in Q4 [24][25] - **Academic Sector**: Stabilizing with a shift in research focus from infectious diseases to chronic diseases [25][26] - **China Market**: Contributing 8% of revenue, showing potential for growth due to favorable government policies and funding [28][29] Cell Therapy Insights - **Growth in Cell Therapy**: Revenue reached $80 million, with $60 million from GMP proteins [30] - **Fast-Track Designation**: Two major customers received fast-track designation, potentially leading to significant future revenue [30][31] - **Clinical Trials**: 57% increase in cell therapy trials year-over-year [32] Diagnostics and Spatial Biology - **Market Size**: $5 billion for spatial biology, with 75% in translational and clinical markets [35] - **Innovations**: Introduction of RNAscope for RNA detection and COMET for multi-omic analysis [36][37] Future Outlook - **Growth Projections**: Anticipating low single-digit growth for fiscal 2026 due to current market conditions [41] - **Innovation Focus**: Continued investment in R&D (8% of revenues) and new product launches, including AI-designed proteins and ultra-sensitive immunoassays [38][39] - **M&A Strategy**: Plans to pursue acquisitions to enhance cell therapy and proteomic analytical capabilities [42] Conclusion - Bio-Techne is positioned for sustained growth through its differentiated product portfolio, strategic market focus, and commitment to innovation, despite facing short-term challenges in the biotech and academic sectors. The company aims to leverage its strengths to navigate market fluctuations and capitalize on emerging opportunities.

Our mission here at Motiv Labs is to develop robotic systems that enable the manufacturing of advanced next generation therapies at scale and [music] affordably. The roads we developed which you can see behind me are effectively robotic factories for next generation therapies. Inside the system uh there are actually several robotic arms and the robotic arms move the therapies from one module to the next.[music] So these are rows are designed to make as many therapies as possible as cheaply as possible becau ...

Core Insights - Cartesian Therapeutics is advancing its lead cell therapy candidate, Descartes-08, for autoimmune diseases, with significant progress in clinical trials and strategic priorities for 2026 [1][2][9] Group 1: Clinical Trials and Developments - Enrollment is on track for the Phase 3 AURORA trial of Descartes-08 in myasthenia gravis (MG), which is designed to assess the therapy against a placebo in approximately 100 participants [3] - The Phase 2 trial for myositis is set to begin in the first half of 2026, with a seamless adaptive design allowing for a potential single pivotal trial after an interim analysis [2][3] - A Phase 1/2 pediatric trial of Descartes-08 in juvenile dermatomyositis has been initiated, with the therapy previously granted Rare Pediatric Disease Designation by the FDA [4][8] Group 2: Mechanism of Action and Efficacy - Descartes-08 targets B-cell maturation antigen (BCMA) and has shown deep and durable responses in MG patients, with 57% of participants achieving minimal symptom expression by Month 6 and maintaining it through Month 12 [5] - The therapy has demonstrated a favorable safety profile, with no instances of cytokine release syndrome or neurotoxicity reported, supporting its outpatient administration [5][8] Group 3: Financial Outlook - The company expects its current cash resources to support operations, including the ongoing Phase 3 trial and the initiation of the Phase 2 myositis trial, through mid-2027 [7] Group 4: Strategic Initiatives - Cartesian is exploring enhanced delivery platforms for its cell therapies, including agreements to optimize in-vivo delivery of Descartes-08 and next-generation agents [6] - The appointment of Adrian Bot, M.D., Ph.D., to the Board of Directors is aimed at supporting the strategic expansion of the company's cell therapy initiatives [6]

Core Insights - Capricor Therapeutics has seen a significant stock increase of 439.4% in December following positive Phase 3 trial results for Deramiocel, a treatment for Duchenne muscular dystrophy (DMD) [2] - The Phase 3 HOPE-3 trial met its primary and secondary endpoints, showing a 54% reduction in upper limb functional decline and a 91% reduction in left ventricular ejection fraction decline [5] - The company plans to submit its Phase 3 results to the FDA as part of its response to a Complete Response Letter, with potential approval expected in 2026 [5][8] Company Overview - Capricor Therapeutics focuses on developing cell therapies, specifically Deramiocel, which is derived from cardiosphere-derived cells (CDC) and aims to slow disease progression in DMD by reducing inflammation and stimulating tissue regeneration [4] - The company has a market capitalization of $1.4 billion, with a current stock price of $25.56 and a gross margin of 84.17% [4] Market Potential - Capricor raised $150 million through a public stock offering shortly after the positive trial announcement, indicating strong investor interest [6] - The company has signed commercialization and distribution agreements with Nippon Shinyaku for Deramiocel in the U.S., Japan, and Europe, with potential milestones totaling $1.5 billion, highlighting the treatment's significant market value [6] Regulatory Pathway - The FDA previously did not approve a Biologics License Application for Capricor in July, citing a lack of demonstrated efficacy in the HOPE-2 study [7] - Following discussions with the FDA, Capricor agreed to submit the HOPE-3 data as part of its complete response to the CRL, with management expressing confidence in obtaining approval for Deramiocel [8]

Core Insights - FibroBiologics, Inc. is a clinical-stage biotechnology company focused on developing therapeutics and potential cures for chronic diseases using fibroblasts and fibroblast-derived materials [1][3] - The company holds over 270 patents issued and pending, covering various clinical pathways including wound healing, multiple sclerosis, disc degeneration, psoriasis, orthopedics, human longevity, and cancer [3] Company Presentation - The Founder and CEO, Pete O'Heeron, will present at the 9th Annual BFC Global Healthcare Business Development and Investment Conference on January 11, 2026, at 4:30 p.m. PT [1][2] Company Overview - FibroBiologics is based in Houston and represents the next generation of medical advancement in cell therapy and tissue regeneration [3] - The company is actively developing a pipeline of treatments aimed at chronic diseases [3]

Core Viewpoint - Coeptis Therapeutics Holdings, Inc. has announced that its registration statement for a merger with Z Squared Inc. has been declared effective by the SEC, and it will begin mailing the definitive proxy statement/prospectus to stockholders ahead of the Stockholder Meeting scheduled for January 30, 2026 [1] Company Overview - Coeptis Therapeutics Holdings, Inc. is a biopharmaceutical and technology company focused on developing innovative cell therapy platforms for cancer, autoimmune, and infectious diseases [3] - The company operates through its subsidiaries, including Coeptis Pharmaceuticals, GEAR Therapeutics, SNAP Biosciences, and Coeptis Technologies [3] Therapeutic Portfolio - Coeptis's therapeutic portfolio includes assets licensed from Deverra Therapeutics, featuring an allogeneic cellular immunotherapy platform and DVX201, a clinical-stage natural killer cell therapy technology [4] - The company is also developing a universal, multi-antigen CAR technology licensed from the University of Pittsburgh, alongside GEAR cell therapy and companion diagnostic platforms in collaboration with VyGen-Bio and the Karolinska Institute [4] Technology Division - Coeptis has established a Technology Division aimed at enhancing operational capabilities through advanced technologies, including AI-powered marketing software and robotic process automation tools acquired from NexGenAI Solutions Group [5] Z Squared Overview - Z Squared is focused on building a sustainable cryptocurrency mining operation, with 9,000 ASIC miners targeting Dogecoin and Litecoin, addressing market caps of $20 billion and $6 billion respectively [7] Stockholder Meeting - The Stockholder Meeting for the merger transaction will be held on January 30, 2026, with notices being mailed to stockholders of record as of January 2, 2026 [1]

Core Insights - Lineage Cell Therapeutics has received a novel induced pluripotent stem cell (iPSC) line with hypoimmunity edits from Factor Bioscience, marking a significant milestone in their strategic collaboration [1][2] - The new iPSC line is designed to support non-immune privileged and/or non-HLA matched indications, with specific genetic edits aimed at reducing immunogenicity and enhancing clinical differentiation [1][2] - Lineage plans to leverage this new technology to broaden its cell therapy platform and develop novel product candidates, particularly in the field of retinal cell transplantation [2] Company Overview - Lineage Cell Therapeutics is a clinical-stage biotechnology company focused on developing allogeneic cell therapies for serious medical conditions, utilizing a proprietary cell-based technology platform [3][4] - The company's pipeline includes several therapies, such as OpRegen for age-related macular degeneration, OPC1 for spinal cord injuries, and others targeting auditory neuropathy and Type 1 Diabetes [4] Collaboration Details - The partnership with Factor Bioscience aims to combine manufacturing capabilities with advanced cell engineering technologies to create superior product candidates [2] - The agreement allows Lineage to obtain an exclusive license for the novel gene-edited cell line for preclinical, clinical, and commercial purposes, contingent on further performance criteria and testing outcomes [1][2]