Arcutis Biotherapeutics (NasdaqGS:ARQT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsBrian Schoelpkopf - VP of Investor RelationsDouglas Tsao - Managing DirectorFrank Watanabe - President and CEOIkenna Okafor - Biotechnology Equity ResearchLata Vyravan - CFOPatrick Burnett - CMORitch Law - VP in Global Investment ResearchSeamus Fernandez - Senior Managing DirectorSerge Belanger - Managing DirectorTodd Edwards - CCOConference Call ParticipantsJudah Frommer - Executive Director, Sen ...

Revolution Medicines (NasdaqGS:RVMD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAlan Sandler - Chief Development OfficerAnthony Mancini - Chief Global Commercialization OfficerAsthika Goonewardene - Managing Director, Equity ResearchJack Anders - CFOMark A. Goldsmith - Chairman and CEOPoorna Kannan - Biotech Equity Research AssociateRyan Aase - Senior Vice President of Corporate AffairsSteve Kelsey - President, Research and DevelopmentWei Lin - Chief Medical OfficerConference Ca ...

Sarepta Therapeutics (NasdaqGS:SRPT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsBrian Abrahams - Managing Director and Co-Head of Biotechnology Equity ResearchDoug Ingram - President and Chief Executive OfficerIan M. Estepan - Director of Investor RelationsLouise Rodino-Klapac - Executive VP, Chief Scientific Officer, and Head of Research and DevelopmentPatrick Moss - Executive VP and Chief Commercial OfficerRyan Wong - Interim CFOTazeen Ahmad - Managing DirectorConference Call ...

Revolution Medicines (NasdaqGS:RVMD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAlan Sandler - Chief Development OfficerAnthony Mancini - Chief Global Commercialization OfficerAsthika Goonewardene - Managing Director, Equity ResearchJack Anders - CFOMark A. Goldsmith - Chairman and CEOPoorna Kannan - Biotech Equity Research AssociateRyan Aase - Senior Vice President of Corporate AffairsSteve Kelsey - President, Research and DevelopmentWei Lin - Chief Medical OfficerConference Ca ...

ACADIA Pharmaceuticals (NasdaqGS:ACAD) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsAl Kildani - Senior Vice President of Investor Relations and Corporate CommunicationsAsh Verma - DirectorCaroline Palavicino-Maggio - VPCatherine Owen Adams - CEODavid Hoang - DirectorElizabeth Thompson - EVP and Head of Research and DevelopmentJason Butler - Managing DirectorJulian Pino - AssociateMarc Goodman - Senior Managing Director in NeuroscienceMark Breidenbach - DirectorMark Schneyer - CFO ...

Sarepta Therapeutics (NasdaqGS:SRPT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker17Good afternoon, welcome to Sarepta's fourth quarter 2025 earnings results call. As a reminder, today's program is being recorded. At this time, I'll turn the call over to Ian Estepan, Sarepta's Director of Investor Relations. Please go ahead.Speaker8Thank you, operator, and thank you all for joining today's call. Earlier this afternoon, we released our financial results for the fourth quarter of 2025. The press ...

ADMA Biologics (NasdaqGM:ADMA) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker4Good afternoon. Welcome to the ADMA Biologics full year 2025 financial results and business update conference call on Wednesday, February 25, 2026. At this time, all participants are in a listen-only mode. There will be a question and answer session to follow. Please be advised that this call is being recorded at the company's request and will be available on the company's website approximately two hours following the ...

(This release updates the release that posted earlier on February 25, 2026 to update the sub headlines.) NDA for rusfertide submitted to the US Food and Drug Administration (FDA), with potential approval and launch this year Company expects to opt-out of the 50:50 profit and loss sharing arrangement for rusfertide with Takeda during a 90-day window expected to open in Q2 U.S. regulatory decision for ICOTYDETM (icotrokinra) anticipated in 2026 with potential launch this year PN-881 Phase 1 completion expecte ...

Adagene FY Conference Summary Company Overview - **Company**: Adagene (NasdaqGM:ADAG) - **Focus**: Development of immuno-oncology drugs, specifically targeting microsatellite stable colorectal cancer (MSS-CRC) with low response rates to current therapies [2][3] Key Points and Arguments Drug Development and Efficacy - **Lead Compound**: ADG126, a masked anti-CTLA-4 antibody, is being developed in combination with KEYTRUDA (pembrolizumab) for late-line MSS-CRC without liver metastases [3][4] - **Response Rates**: ADG126 has shown a response rate between 15% and 30% depending on dosage, with a median overall survival of 20 months in the lowest dose cohort [3][5] - **Safety Profile**: The discontinuation rate is less than 10%, with no grade 4 or 5 adverse events reported, indicating a favorable safety margin [5][15] Market Opportunity - **Target Population**: Approximately 10,000 patients in the U.S. represent the MSS-CRC without liver metastases, a challenging tumor type for immuno-oncology agents [12] - **Historical Context**: Current standard of care has a median overall survival of 10-14 months, highlighting the need for more effective treatments [2][11] Collaboration and Funding - **Sanofi Investment**: Sanofi committed to an equity investment of up to $25 million, with the first tranche of $17 million received at $2 per share. This funding supports the ongoing phase 2 trial of ADG126 [6][7] - **Trial Collaboration**: Sanofi will evaluate ADG126 in combination with their bispecific PD-1 IL-15 in over 100 patients with solid tumors [6][7] Competitive Landscape - **CTLA-4 Mechanism**: CTLA-4 therapies like Yervoy (ipilimumab) and Imjudo (tremelimumab) generate close to $4 billion in revenues, indicating a robust market for effective CTLA-4 inhibitors [8][9] - **Differentiation**: ADG126 is positioned as a safer alternative with a better safety margin compared to existing CTLA-4 therapies, which have shown high toxicity [10][76] Future Developments - **Upcoming Data**: Updates on ADG126's efficacy and safety are expected in the coming months, including data from triplet combinations and a phase 2 trial in neoadjuvant colorectal cancer patients [20][23] - **Regulatory Pathway**: Plans for a randomized phase 3 trial focusing on overall survival as the primary endpoint are in discussion with the FDA [62][73] Additional Important Insights - **Combination Potential**: ADG126 is seen as a versatile partner for various combinations beyond PD-1, including potential combinations with VEGF and TGF inhibitors [36][38] - **Strategic Partnerships**: The company aims to pursue more licensing deals and trial collaborations to expand its market reach and evaluate novel regimens [23][24] This summary encapsulates the critical insights from the Adagene FY Conference, highlighting the company's strategic direction, drug development progress, and market potential in the oncology space.

Vaxart (NasdaqCM:VXRT) FY Conference February 25, 2026 04:00 PM ET Company ParticipantsCheng Li - Director of Biotech Equity ResearchJames F. Cummings - Chief Medical OfficerSteven Lo - President and CEOCheng LiHello, welcome to Oppenheimer's 36th Annual Healthcare Conference. I am Cheng Li, one of the biotech analysts here at Oppenheimer, and it's a pleasure to welcome you to our next company, Vaxart. It's my honor to introduce Steven Lo, CEO, and James Cummings, CMO at Vaxart. We want to leave probably a ...