Lexicon Pharmaceuticals (LXRX) Conference September 03, 2025 01:45 PM ET Speaker0I'll start. Welcome back, everyone. For those listening in the room and on the webcast, I'm Yigal Nochomovitz, biotech analyst here at Citi. And this is the second day of our biopharma back to school conference. So everyone's back to school, including the biotech people.And so it's my pleasure to have the senior management of Lexicon Pharmaceuticals here with me. I'm Mike Exton, CEO Craig Granowitz, CMO. So thank you both of yo ...

Question-and-Answer SessionSo Bruce, obviously, you've had a very busy summer with some pretty important data that sent the stock up quite a lot, actually. So tell us about the data, tell us about the platform, I guess, maybe to start with and how you got to this point?Bruce CulletonCEO & Director Sure. So first, Yigal, thanks for having us here. We appreciate the opportunity to talk and answer any questions as well. So you're right, we had a busy summer. We announced the results of one of our Phase II tria ...

Summary of Neurocrine Biosciences (NBIX) 2025 Conference Call Company Overview - **Company**: Neurocrine Biosciences (NBIX) - **Key Products**: INGREZZA, Chrinesity - **Market Focus**: Tardive Dyskinesia (TD), Congenital Adrenal Hyperplasia (CAH), Major Depressive Disorder, Schizophrenia Key Highlights 1. **Sales Performance**: Expected sales for INGREZZA in 2025 are projected at $2.5 billion, indicating strong market performance [3] 2. **Product Launch**: Chrinesity has had a successful launch, being the first new medicine for congenital adrenal hyperplasia in over 70 years, with strong initial uptake [4] 3. **Clinical Trials**: Two major Phase 3 programs are ongoing: one for osavampitur in major depressive disorder and another for a muscarinic program in schizophrenia, with plans to initiate a bipolar mania trial later this year [5] Financial and Market Strategy 1. **Sales Force Expansion**: The company is focusing on expanding its sales force for INGREZZA and enhancing contracting strategies to improve market access [6] 2. **Contracting Strategy**: The contracting strategy for INGREZZA has evolved, with a focus on increasing formulary coverage in the Medicare segment, moving from less than half to over 70% coverage [12][14] 3. **Impact of IRA**: The Inflation Reduction Act (IRA) is influencing payer behavior, leading to tighter management of specialty drugs, which has necessitated adjustments in contracting strategies [15][16] Market Dynamics 1. **Patient Access**: The company has seen record new patient starts in Q1 and Q2, attributed to improved formulary coverage and reduced friction in patient access [12][13] 2. **Competitor Landscape**: AUSTEDO, a competitor, is negotiating with CMS for its price, which could impact Neurocrine's strategy and pricing for INGREZZA [21][22] 3. **Long-term Growth Potential**: There is a significant opportunity for INGREZZA, with a large portion of the TD market still untreated, and exclusivity extending until February 2038 [23] Pipeline Updates 1. **Osavampitur**: Phase II data is expected soon, with promising efficacy results indicated by a placebo-adjusted score improvement of 7.5 points [50][51] 2. **Cerebral Palsy**: There is ongoing research into the efficacy of VMAT2 inhibition for patients with dyskinetic cerebral palsy, although there are clinical risks associated with this patient population [48][49] Additional Insights 1. **Market Segmentation for Chrinesity**: The company estimates around 20,000 classic CAH patients in the U.S., with a focus on pediatric endocrinologists and centers of excellence for treatment [35][36] 2. **Educational Efforts**: Neurocrine is actively educating healthcare providers on the distinctions between classic and non-classic CAH to enhance patient identification and treatment [41][42] 3. **Patient Feedback**: Positive anecdotal feedback from patients and clinicians regarding the effectiveness of new therapies has been noted, contributing to a rewarding launch experience [45][46] Conclusion Neurocrine Biosciences is positioned for growth with strong sales performance from INGREZZA and a successful launch of Chrinesity. The company is navigating a complex market influenced by regulatory changes and competitive dynamics while advancing its clinical pipeline.

Jasper Therapeutics (JSPR) 2025 Conference September 03, 2025 01:00 PM ET Speaker0Welcome to the Cantor Global Healthcare Conference. I am Pete Stavropoulos, a biotech analyst with Cantor. With us we have Jasper Therapeutics, a company I cover. I'm pleased to introduce Ron Martell, the CEO. So welcome, Ron.And now let's start off with an introduction of yourself and a brief description of Jasper for those not familiar.Speaker1Pete, well, on behalf of all of my colleagues at Jasper, we'd really like to thank ...

RAPT Therapeutics (RAPT) FY 2025 Conference September 03, 2025 12:45 PM ET Speaker0Are we live yet? Okay. All right. Thanks everyone for coming. My name is Yatin Zhu.I'm one of the biotech analysts here at Wells Fargo. It is our privilege to have the management team of Wrap Therapeutics here for this fireside chat. With me here is Brian Wong, CEO and President of the company and also Rodney Young, CFO of the company. Brian and Rodney, thank you for being here with us. Thanks for having us.Thanks. Great. I t ...

Protein Degraders to Outmatch Cancer and Autoimmune Disease Investor Presentation September 2025 Important Notice and Disclaimers This presentation contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When or if used in this presentation, the words "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "outlook," "plan," "predict," "should," "will," and ...

Wave Life Sciences Ltd. WVE stock is trading lower on Wednesday after the company shared data from the ongoing Phase 1b/2a RestorAATion-2 Trial of WVE-006 in alpha-1 antitrypsin deficiency.WVE is encountering selling pressure. Review the technical setup here.Alpha-1 antitrypsin (AAT) deficiency is an inherited genetic disorder that reduces the production of the AAT protein, which is crucial for protecting the lungs and liver.Also Read: Wave Life Sciences Stock Jumps On Positive Data From Muscle Disorder Dru ...

Core Insights - Microbix Biosystems Inc. hosted Ontario's Minister of Public and Business Service Delivery and Procurement, Stephen Crawford, to showcase its biotechnology facilities and discuss advancements in diagnostics that can enhance health outcomes and reduce healthcare costs for Ontarians [1][2] - The company has received over C$ 2.0 million in grant funding from the Ontario Together Funds, which has supported the development of state-of-the-art manufacturing capabilities and healthcare products [1][3] - Microbix supplied over 2 million units of Viral Transport Medium (VTM) to Ontario during the pandemic years of 2021 and 2022, including a significant emergency order of 1.2 million units in December 2021 [1] Company Overview - Microbix is an Ontario-based life sciences innovator with over 120 skilled employees, producing proprietary biological products for human health [3][4] - The company manufactures critical ingredients for the global diagnostics industry, including antigens for immunoassays and laboratory quality assessment products (QAPs™) [3] - Microbix's products are distributed in over 30 countries and are supported by a network of international distributors, with various accreditations including ISO 9001 & 13485 and U.S. FDA registration [3][4] Product Development - Microbix develops proprietary products such as Kinlytic urokinase, a thrombolytic drug for treating blood clots, and reagents for molecular diagnostic testing [4] - The company emphasizes its commitment to innovation and the development of Ontario-made products that contribute to global health [2][3]

First-ever potentially disease-modifying therapy for uncontrolled Graves’ disease patientsOf 21 patients who entered the six-month off-treatment follow-up period, ~80% (17/21) demonstrated response, resulting in normal thyroid function (T3 and T4 less than the upper limit of normal) at the end of the six-month follow-up periodOf the 17 responders to therapy, ~50% (8/17) achieved anti-thyroid drug (ATD) free remission at six months following end of batoclimab treatmentTwo potentially registrational trials fo ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Unicycive To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Unicycive between March 29, 2024 and June 27, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Faruq ...