Summary of Xeris Biopharma FY Conference Call (March 11, 2026) Company Overview - **Company**: Xeris Biopharma (NasdaqGS:XERS) - **CEO**: John Shannon - **CFO**: Steve Pieper - **Business Model**: Fast-growing commercial biopharma company with three commercial products: - **Gvoke**: Rescue pen for hypoglycemia - **KEVEYIS**: Treatment for primary periodic paralysis - **Recorlev**: Treatment for hypercortisolemia and Cushing's syndrome, identified as the primary growth driver - **Pipeline**: XP-8121, a once-weekly SubQ levothyroxine for hypothyroidism, is phase 3-ready and expected to start trials in 2026 [5][6][8] Financial Performance - **2025 Revenue**: $292 million, exceeding expectations with a 44% growth year-over-year [8] - **Adjusted EBITDA**: $60 million, marking a transition to positive EBITDA [8] - **Net Income**: Achieved for the full year, indicating the ability to self-fund strategy and pipeline [8] Product Performance Recorlev - **Growth**: Over 100% growth for the past two years, with significant acceleration noted in late 2024 [10][14] - **Market Dynamics**: Increased patient screening and diagnosis in hypercortisolemia led to a larger patient base [14] - **Sales Organization Expansion**: Increased from 28 to 42 sales personnel to capture market opportunities [14] - **Future Guidance**: Majority of growth expected in 2026 will come from Recorlev, with confidence in meeting or exceeding guidance [28][30] Gvoke - **Steady Growth**: Consistent growth since launch, targeting insulin users who need protection from hypoglycemia [20] - **Market Penetration**: Approximately 15 million potential users, with only 1 million currently using Gvoke [20] - **Revenue Growth Expectation**: Anticipated growth in the high single digits to low double digits for the foreseeable future [21] KEVEYIS - **Resilience**: Despite generic competition, KEVEYIS returned to growth in Q4 2025 after initial declines [24] - **Patient Support Services**: Additional services around the product have contributed to its resilience [25] Competitive Landscape - **Market Dynamics**: Increased competition in the hypercortisolemia space is viewed positively, as it helps identify and treat more patients [34] - **RECORLEV Differentiation**: Unique mechanism of action that normalizes cortisol levels, distinguishing it from competitors that only block cortisol at the receptor level [42][43] Future Outlook - **Peak Sales Target for Recorlev**: $1 billion by 2035, with ongoing investments required to support growth [45][46] - **XP-8121 Potential**: Positioned as a blockbuster with a significant unmet medical need, targeting 3-5 million patients who struggle with GI absorption issues [81] - **Balance Sheet Strength**: Ended the year with over $110 million in cash, allowing for continued investment in key products [84] Conclusion - **Market Positioning**: Xeris Biopharma is focused on executing its strategy and believes that continued performance will lead to rational market movements and stock appreciation [86]

Summary of BiomX Inc. Special Meeting of Stockholders Company Overview - **Company**: BiomX Inc. (NYSEAM:PHGE) - **Date of Meeting**: March 11, 2026 - **Key Speakers**: Michael Oster (CEO), David Rokach (CFO) Key Points Discussed Meeting Structure and Attendance - The meeting was called to order by the CEO, Michael Oster, with the presence of CFO David Rokach, both newly appointed executives [2] - A quorum was established with 556,978 shares represented out of 1,593,516 shares outstanding as of February 3, 2026 [3] Agenda Items 1. **Approval of Share Issuance**: - The first order of business was to approve the issuance of shares of common stock underlying Series Y convertible preferred stock and warrants [5] - This issuance is in compliance with Section 713(a) of the NYSE American LLC Company Guide and relates to a security purchase agreement dated December 26, 2025, and an engagement letter dated November 26, 2025 [5][6] - The board recommended a vote in favor of this issuance proposal, which requires a majority vote from shareholders present [6] 2. **Adjournment Proposal**: - The second order of business was to vote on the adjournment of the meeting if necessary to solicit additional proxies for the issuance proposal [7] - This proposal also requires a majority vote from shareholders present, with the board recommending approval [7] Voting Outcomes - Preliminary counts indicated sufficient votes to approve the issuance of shares and to adjourn the meeting if necessary [9] - The issuance of shares was officially declared approved, completing the agenda of the meeting [10] Additional Notes - The meeting included a process for shareholders to vote through a virtual platform, ensuring participation [3][8] - The CEO and CFO expressed their commitment to advancing the company's programs and delivering long-term value to shareholders [2] This summary encapsulates the critical aspects of the special meeting, focusing on the company's governance and shareholder engagement processes.

Core Viewpoint - Shuoshi Bio (688399.SH) reported a decline in revenue and an increase in net losses for the fiscal year 2025, indicating ongoing financial challenges for the company [1]. Financial Performance Summary - The total operating revenue for 2025 was 340.38 million yuan, a decrease of 2.64% compared to the previous year [2]. - The operating profit was -30.89 million yuan, a significant decline from a profit of 8.81 million yuan in the previous year, representing a change of -450.49% [2]. - The total profit was -31.62 million yuan, down from a profit of 0.42 million yuan in the previous year, marking a change of -855.06% [2]. - The net profit attributable to shareholders was -39.71 million yuan, worsening from a loss of 0.20 million yuan in the previous year [2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -103.83 million yuan, an increase in loss from -71.84 million yuan in the previous year [2]. Cash Flow and Other Metrics - The net cash flow from operating activities was 146 million yuan, showing a significant increase of 228.97% year-on-year [3]. - In 2024, the company achieved an operating revenue of 350 million yuan, a decrease of 13.29% compared to the previous year [3]. - The net profit attributable to shareholders for 2024 was -0.20 million yuan, an improvement from -37.4 million yuan in the previous year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses for 2024 was -71.84 million yuan, compared to -429.20 million yuan in the previous year [3]. Company Background - Shuoshi Bio was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 5, 2019, with an initial issuance of 14.66 million shares at a price of 46.78 yuan per share [4]. - The total funds raised from the initial public offering amounted to 685.79 million yuan, with net proceeds of 612.93 million yuan, exceeding the original plan by 210.28 million yuan [4]. - The company intended to use the raised funds for the construction of its headquarters industrial park in Taizhou [4].

Summary of Oculis Holding AG Conference Call Company Overview - **Company**: Oculis Holding AG - **Industry**: Biopharmaceuticals, specifically focusing on ophthalmology Key Products and Programs 1. **OCS-01 for Diabetic Macular Edema (DME)** - **Phase**: Currently in Phase 3 trials (DIAMOND-1 and DIAMOND-2) with data expected in the second half of Q2 [3][19] - **Unique Selling Proposition**: First and only topical product for retina, allowing early intervention for naïve patients and combination treatment for those unresponsive to anti-VEGF [3][5] - **Market Potential**: Addresses a larger patient pool than current treatments, with over 40% of DME patients not responding to existing anti-VEGF therapies [4][5] - **Efficacy Data**: Phase 2 results showed a mean change in Best Corrected Visual Acuity (BCVA) of 7.8 letters at week 6, comparable to anti-VEGF treatments [10][11] - **Pricing Strategy**: Targeting a price of around $10,000 per year, which is competitive compared to existing treatments like Ozurdex priced between $8,000-$16,000 [71][75] 2. **Dry Eye Program** - **Focus**: Utilizing a genetic biomarker (TNFR1) to identify responsive patients, aiming to treat 20% of the dry eye population [96][100] - **Clinical Efficiency**: Reduced patient count in trials (160 patients) due to targeted approach, leading to higher probability of success [97] - **Compliance Improvement**: Expected compliance rate of 70% compared to the current 10%-15% for existing treatments, leading to increased patient value [100][142] - **Pricing**: Expected to be competitive with existing products like MIEBO, which costs around $11,000 per year [128][137] 3. **Privosegtor for Neuroprotection** - **Indication**: Targeting neurodegenerative diseases, with a focus on optic neuritis [168] - **Phase 2 Data**: Showed significant improvement in vision (doubling function) and preservation of retinal ganglion cells [176][177] - **Biomarkers**: Neurofilament levels will be used as a regulatory endpoint, indicating axonal damage [178][189] - **Pricing**: Anticipated treatment cost between $100,000 and $400,000, with a likely average around $150,000 to $200,000 [205][211] Market Strategy and Commercialization - **Commercialization Approach**: Aiming for a straightforward launch due to the existing awareness of DME among healthcare providers [61][70] - **Sales Force**: Planning to deploy a field force of 50-60 full-time equivalents (FTEs) for effective market penetration [54][55] - **Market Education**: No need for extensive education on DME, as the condition is well-known among practitioners [63][70] Additional Insights - **Regulatory Engagement**: Positive discussions with the FDA regarding the use of genetic biomarkers for patient selection in clinical trials [96] - **Patient-Centric Approach**: Emphasis on reducing trial-and-error in treatment for dry eye patients, enhancing the overall patient experience [99][100] - **Future Outlook**: Anticipation of positive data from ongoing trials, with plans for rapid filing post-results [40][41] This summary encapsulates the key points discussed during the conference call, highlighting Oculis Holding AG's innovative approaches in the biopharmaceutical sector, particularly in ophthalmology.

Core Viewpoint - The article highlights the progress of Qianxin Biopharmaceutical's integrated platform, marking a significant milestone with the acceptance of its first innovative drug application for QX002N, aimed at treating adult active ankylosing spondylitis (AS) [2]. Group 1: Drug Development and Approval - Qianxin Biopharmaceutical announced that its innovative drug QX002N's new drug application (NDA) has been accepted by the National Medical Products Administration, indicating the company's effective output capability in complex antibody drug development [2]. - QX002N is a high-affinity monoclonal antibody targeting IL-17A, which plays a crucial role in various autoimmune diseases, including AS, by exacerbating inflammation and regulating bone metabolism [2]. - The NDA acceptance is based on a multicenter, randomized, double-blind, placebo-controlled Phase III clinical trial, with core results presented at the ACR Convergence in October 2025, demonstrating the drug's efficacy and safety [3]. Group 2: Clinical Trial Results - The clinical trial results indicate that QX002N significantly improves disease activity and clinical symptoms in active AS patients who have inadequate response to non-steroidal anti-inflammatory drugs or have contraindications [4]. - The drug also shows clear therapeutic benefits for patients previously treated with tumor necrosis factor (TNF) inhibitors, providing objective imaging evidence of reduced edema and inflammation in the spine and sacroiliac joints [4].

Core Viewpoint - BeiGene (06160) announced a new subscription period for its 2018 Employee Stock Purchase Plan, which will run from March 2, 2026, to August 31, 2026 [1] Group 1 - Eligible employees will be able to purchase shares at a 15% discount to the market price, including American Depositary Shares [1] - The purchase funds will be deducted from the employees' salaries earned during the subscription period [1] - The plan is managed by the company's remuneration committee, aiming to align employee interests with those of shareholders [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發 表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承 擔任何責任。 Genscript Biotech Corporation 自願性公告 上市聯營公司傳奇生物科技股份有限公司 截至 2025 年 12 月 31 日止第四季度及全年的財務業績 （於開曼群島註冊成立的有限公司） （股份代號:1548） 承董事會命 Genscript Biotech Corporation 主席及執行董事 孟建革 香港，2026年3月10日 於本公告日期，執行董事為孟建革先生、章方良博士、朱力博士及王燁女士；及獨立非執行董事為 Alphonse Galdes 博士、張耀樑先生、潘九安先生、 John Quelch 博士、 Ross Grossman 博士及施晨陽博 士。 1 本公告由金斯瑞生物科技股份有限公司（「本公司」）自願作出。 本公司的聯營公司傳奇生物科技股份有限公司（「傳奇」，其股份以美國存託股份形式於美 國納斯達克全球精選市場上市）已於2026年3月10日向美國證券交易委員會（「 ...

BioNTech SE(BNTX.O)预计2026年总收入为20亿至23亿欧元，不及预期，BioNTech SE(BNTX.O)美股盘 前下跌14%。 本文源自：金融界AI电报 ...

Summary of Key Points from the Conference Call Company Overview - **Company**: 科济药业 (Kojin Pharmaceutical) - **Focus**: Development of CAR-T therapies, particularly for gastric cancer and other hematological malignancies Industry Insights - **CAR-T Therapy**: The company is positioning itself as a leader in CAR-T therapy, with a focus on both autologous and universal CAR-T products - **Market Potential**: The gastric cancer market is expected to be significantly larger than that for hematological cancers, with an estimated 1 to 2 million patients in China annually Core Points and Arguments 1. **Product Approval Timeline**: CT041, the first CAR-T therapy for gastric cancer, is expected to be approved in Q2 2026, showing a survival benefit of nearly six months for third/fourth-line patients without severe CRS or ICANS [2][3] 2. **Financial Performance**: In 2025, the company reported revenues of approximately 126 million RMB and a net loss of 103 million RMB, a reduction of 87% year-over-year due to increased gross margins and reduced R&D and management expenses [2][4] 3. **Cash Flow**: The company anticipates sufficient cash flow to sustain operations until 2030, with cash and cash equivalents expected to exceed 1 billion RMB by the end of 2026 [5][4] 4. **Strategic Partnerships**: Collaborations with Huadong Pharmaceutical and other strategic partners are aimed at enhancing commercialization and reducing costs through economies of scale [2][3] 5. **Clinical Data**: Positive Phase II clinical data for CT041 was published in The Lancet and presented at ASCO 2025, indicating strong efficacy in gastric cancer [3][6] 6. **Production Capacity**: The company is building a commercial production base in Jinshan, Shanghai, with a total investment not exceeding 370 million RMB, supported by government incentives [2][9] 7. **R&D Focus**: R&D spending is projected to be around 300 million RMB in 2026, focusing on universal CAR-T and in vivo technology platforms [5][16] 8. **Universal CAR-T Products**: CT0,596 and CT1,190B are set to enter clinical trials in 2026, with promising early data showing high ORR and CR rates [2][8] 9. **Market Strategy**: The company plans to leverage its first-mover advantage in gastric cancer CAR-T therapy and aims for a dual strategy of cash flow generation from autologous CAR-T while expanding into universal CAR-T [5][10] Additional Important Insights - **Regulatory Strategy**: The company is exploring the possibility of submitting NDA for CT041 in the U.S. using data from China, which could expedite its entry into the U.S. market [19][20] - **Employee Adjustments**: The workforce was reduced from 468 to 362, primarily in the U.S. and certain domestic departments, as part of a strategic realignment [20] - **Future Clinical Trials**: Plans for multiple clinical trials in 2026, including a focus on self-immune diseases and further development of in vivo CAR-T therapies [17][18] This summary encapsulates the key points discussed in the conference call, highlighting the company's strategic direction, financial health, and product development pipeline.

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Keymed Biosciences Inc. 康諾亞生物醫藥科技有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2162） 自願性公告 與AstraZeneca就核心產品 CMG901 (AZD0901)的合作更新 本公告乃由康諾亞生物醫藥科技有限公司（「本公司」，連同其附屬公司「本集團」） 董事會（「董事會」）謹此向其股東及潛在投資者提供有關本集團與AstraZeneca AB（「AstraZeneca」，一家全球生物製藥公司）就核心產品CMG901（sonesitatug vedotin，亦稱為AZD0901）合作的最新情況。 於2023年2月，KYM Biosciences Inc.（「KYM」，為本集團擁有70%權益的非全資 附屬公司）與AstraZeneca已訂立全球獨家許可協議（「許可協議」），以開發及商業 化CMG901，CMG901為本集團與Innocube Limited（由樂 ...