生物制药业务发展
Search documents
Fresenius SE & Co. KGaA (FSNUY) Analyst/Investor Day Transcript
Seeking Alpha· 2025-12-15 17:09
Core Insights - The company is initiating a new "Meet the Management" series with a focus on Biopharma, indicating a commitment to transparency and engagement with investors [1] - The presentation aims to provide detailed insights into pipeline opportunities, competitive positioning, growth drivers, and long-term value creation [3] Company and Industry Summary - The company has received feedback from investors and analysts regarding the need for more detailed information on pipeline insights, competitive positioning, and growth drivers [3] - The presentation includes a safe harbor statement and emphasizes the use of constant exchange rates for financial commentary [2] - The management team, including key executives, is involved in discussing the company's ambitions and agenda related to Biopharma [4]
Ardelyx, Inc. (ARDX) Presents At Citi's Biopharma Back To School Conference Transcript
Seeking Alpha· 2025-09-03 20:42
Group 1 - The company is experiencing significant growth in prescriptions since February, indicating a successful strategy despite not participating in TDAPA [2][3] - There is a month-over-month increase in total prescriptions, including patient assistance, commercial, and Medicaid [2] - Although growth is present, it is not at the desired pace [3]