BridgeBio has received a $300 million upfront payment, strengthening the Company’s balance sheet, and supporting the launch of Attruby® and ongoing late-stage pipeline programsTransaction monetizes 60% of BridgeBio’s European royalties on the first $500 million of annual BEYONTTRA net sales, with total payments to the investors subject to an initial cap of 1.45xIn the ATTRibute-CM study, acoramidis demonstrated the most rapid benefit seen in any Phase 3 study of ATTR-CM to date in both ATTRv-CM and ATTRwt-C ...

Capital Markets Day 2025 June 12, 2025 goldroyalty.com / NYSE: GROY Disclaimer Cautionary Note Regarding Forward-Looking Statements The information contained herein includes "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian and U.S. securities laws (collectively, "forward-looking statements") concerning the business, operations and financial performance of Gold Royalty Corp. ("GRC" or the "Company") and, in some instances, the business, mining operation ...

Royalty Pharma (RPRX) FY Conference June 10, 2025 02:00 PM ET Speaker0 Alright. We're just about at time. Let's get started with our next session. It's a pleasure to have the management team of Royalty Pharma here with us, Chris Hite, vice vice chairman and Ashwin Pai. Thank you for being here. Thank you. Welcome. So I guess, let's start high level. Can you maybe just start by framing Royalty Pharma for those of us who might not be that familiar with the story, provide a quick story of the sort of arc of th ...

Core Viewpoint - GENFIT reported a significant increase in cash position and revenues for the first quarter of 2025, driven by a non-dilutive royalty financing agreement and royalties from Iqirvo® sales, indicating a strong financial outlook for the company. Cash Position - As of March 31, 2025, the company's cash and cash equivalents were €129.5 million, up from €74.0 million on March 31, 2024, and €81.8 million on December 31, 2024 [2][3] - The increase in cash is attributed to a €130.0 million first installment from a royalty financing agreement with HCRx, offset by the repurchase of OCEANEs totaling €61.7 million [3] Revenues - Revenues for the first three months of 2025 were €2.8 million, compared to €1.1 million for the same period in 2024, reflecting a substantial growth [4] - The revenue increase is primarily due to royalties from Iqirvo® (elafibranor) sales from Ipsen [4] Corporate Governance Update - Chief Medical Officer Carol Addy will retire effective June 30, 2025, with a replacement to be announced later [6] - CEO Pascal Prigent expressed gratitude for Addy's contributions to the company [6] Company Overview - GENFIT is focused on developing treatments for rare and life-threatening liver diseases, with a strong emphasis on Acute-on-Chronic Liver Failure (ACLF) [7] - The company has a diversified R&D portfolio, including multiple assets under development targeting various liver diseases and related conditions [8][9]

Financial Data and Key Metrics Changes - The company reported total revenue of over $45 million for Q1 2025, representing a 46% increase from $31 million in the same period last year [33][34] - Adjusted earnings per share (EPS) for Q1 2025 was $1.33, up from $1.20 in Q1 2024 [42] - Royalty revenue increased by 44% year-over-year, totaling $27.5 million in Q1 2025 [34][35] Business Line Data and Key Metrics Changes - Varonis' O2VARE reported net sales of $71.3 million in Q1 2025, nearly double the previous quarter's results [37] - Trevyr's Filspari achieved first-quarter U.S. sales of $56 million, representing over 180% year-over-year growth [38] - Merck's Capaxib reported Q1 sales of $107 million, more than double the prior quarter [39] Market Data and Key Metrics Changes - The company has over $200 million in cash and investments, with no debt and access to a $125 million revolving credit facility [8] - The current biopharmaceutical financing environment is challenging, leading to increased demand for royalty financing [10][11] Company Strategy and Development Direction - The company aims to deliver profitable and compounding growth through a diversified portfolio of royalty assets [14][16] - A focus on acquiring late-stage development assets and commercial assets with superior risk-reward profiles is central to the company's strategy [15][17] - The company anticipates long-term royalty revenue growth to meet or exceed a 22% compound annual growth rate [18] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future prospects, citing a strong start to 2025 and the potential for significant growth drivers [44] - The company is navigating short-term disruptions due to policy changes but remains focused on delivering clinical value [50][56] - Management noted that the current environment presents opportunities for mergers and acquisitions in the biotech sector [49] Other Important Information - The company executed a strategic transaction to merge its subsidiary, Pylthos Therapeutics, with Channel Therapeutics, raising $50 million in equity capital [22] - ZELSUVME, an FDA-approved therapy for molluscum contagiosum, is positioned as a first-line treatment option [29][31] Q&A Session Summary Question: Current environment for the space and special situations - Management noted an increase in special situations due to difficult financing markets for biotech companies, presenting good opportunities for the company [48][50] Question: Impact of most favored nation's status for drug pricing - Management indicated that while there may be short-term disruptions, the long-term outlook remains positive as most partners focus on the U.S. market [55][58] Question: Investment capacity and opportunities - Management expects to invest above the normal pace this year due to the number of good opportunities, while maintaining diversification limits [76][78] Question: Launch timing for ZELSUVME - The launch is expected to be independent of the merger closing, with preparations already underway [83] Question: Revenue trends for the year - Management anticipates a balanced revenue cadence throughout the year, reiterating guidance for Captisol and royalty revenue [88]