MetaVia (NasdaqCM:MTVA) Conference February 25, 2026 10:15 AM ET Company ParticipantsHyung Heon Kim - President and CEOModeratorWelcome back, everyone. We have MetaVia Inc., trades on the Nasdaq under the symbol MTVA. It's a clinical stage biotech company focused on transforming cardiometabolic diseases. It's developing the treatment for obesity and vanogliprl for the treatment of MASH. Happy to welcome the president, H.H. Kim. Welcome back to the conference today. We're very much looking forward to hearing ...

Cross-functional account management incorporating ASH 2025 data, including proactive discussion of cytopenias and messaging positioning RYTELO as a standard-of-care option for appropriate second-line patients “regardless of their RS status.”Increased investment in marketing channels the company считает most effective, including digital, non-personal promotion, and third-party educational platforms—what management referred to as a “3D surround sound” approach.Targeted engagement with high-volume community ac ...

Summary of Avalo Therapeutics FY Conference Call Company Overview - **Company**: Avalo Therapeutics (NasdaqCM:AVTX) - **Focus**: Development of treatments for hidradenitis suppurativa (HS), an inflammatory skin condition Industry Insights - **Market Size**: HS affects over 1% of the U.S. population, indicating a larger market than previously thought, with significant underdiagnosis and undertreatment [3] - **Current Treatments**: There are three approved compounds for HS, generating aggregate sales in the multiple billions of dollars, with rapid growth expected [3] Product Development - **Product**: AVTX-009, an anti-IL-1 monoclonal antibody - **Clinical Trials**: Top-line Phase II results expected in Q2 2026 [4] - **Mechanism of Action**: IL-1 is a central target in the inflammatory process of HS, driving neutrophil activity and lesion formation [6][7] - **Unique Properties**: AVTX-009 has high affinity and specificity for IL-1, allowing better penetration into lesions, which are under high pressure [8][9] Clinical Trial Design - **Primary Endpoint**: HiSCR75, which measures a 75% reduction in abscess or inflammatory nodule count, is considered more clinically relevant than HiSCR50 [10][11] - **Placebo Response Management**: The trial design includes a large sample size of over 250 patients and collaboration with experienced investigators to mitigate placebo effects [14][15][16] Regulatory Strategy - **Phase III Design**: Plans to discuss with the FDA for potential efficiencies in trial design, considering recent guidance for single pivotal trials [17][18][19] Competitive Landscape - **Market Dynamics**: The HS market is evolving with new entrants and therapies, creating opportunities for differentiation based on mechanism of action, dosing convenience, and safety profile [20][21] - **Strategic Directions**: Focus on the U.S. market initially, with potential for international partnerships and expansion into other therapeutic areas [23] Financial Position - **Cash Reserves**: Approximately $95 million in cash, sufficient to fund operations through the upcoming data release, with plans to raise additional funds for Phase III trials [32] Future Outlook - **Upcoming Milestones**: Anticipation of top-line data from the LOTUS trial next quarter, with potential regulatory discussions for Phase III trials in 2027 [27][29]

Shares of Nektar Therapeutics (NKTR) have gained 79.9% over the past four weeks to close the last trading session at $68.42, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $129.86 indicates a potential upside of 89.8%.The mean estimate comprises seven short-term price targets with a standard deviation of $25.1. While the lowest estimate of $102.00 indicates a 49.1% increase fro ...

Stifel analyst James Condulis tells investors that the move lower in Fulcrum Therapeutics (FULC) this morning “surprises us” and looks “overdone.” While the firm believes some thought total mean HbF may comfortably be greater than 20% given the strength of the initial cut at ASH, the firm thinks “overly nitpicking 19.3% is splitting hairs and misses the bigger picture” as these data surpassed the physician “bar” and that pociredir is reaching HbF levels expected to be highly protective of disease. Even wit ...

Group 1 - H.C. Wainwright raised the price target on Palvella Therapeutics (PVLA) to $255 from $200 while maintaining a Buy rating on the shares [1] - The Phase 3 SELVA data showed a statistically significant 2.13-point mean change in the mLM-IGA primary endpoint, which is considered a "clear and decisive win" by the analyst [1] - The efficacy demonstrated in the SELVA trial is expected to lead to strong and continued uptake among patients if the treatment is approved [1]

Whitehawk Therapeutics (NasdaqCM:AADI) FY Conference February 25, 2026 08:40 AM ET Company ParticipantsDave Lennon - CEOConference Call ParticipantsJeff Jones - Biotech AnalystJeff JonesAnnual Healthcare conference. I'm Jeff Jones, one of the Biotech Analysts here on the team, and I'm delighted to welcome Dave Lennon, CEO of Whitehawk Therapeutics. Dave, you are now live, and there we go. Dave, I will let you take it away..Dave LennonGreat! Well, thank you, Jeff. Really thank you to Oppenheimer for allowing ...

SAB Biotherapeutics (NasdaqCM:SABS) FY Conference February 25, 2026 08:40 AM ET Company ParticipantsSam J. Reich - CEOConference Call ParticipantsLeland Gershell - Biotechnology AnalystLeland GershellGreat. Thank you, and welcome everyone to our next presenting company here at Oppenheimer's 36th Annual Healthcare Life Sciences Conference. I'm Leland Gershell, one of the Biotech Analysts with the firm. We are gratified and delighted to have with us SAB Biotherapeutics. The ticker is SABS, which we cover with ...

Ionis Pharmaceuticals (NasdaqGS:IONS) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsBrett Monia - CEO, Member of the Board of Directors and Founding ScientistElizabeth Hougen - Executive VP and CFOEric Swayze - Executive Vice President of ResearchEugene Schneider - Executive VP, Chief Clinical Development and Operations OfficerHolly Kordasiewicz - Executive VP and Chief Development OfficerKyle Jenne - Executive VP and Chief Global Product Strategy OfficerMichael Ulz - Executive Dir ...

Core Insights - Precipio, Inc. has reported strong preliminary financial results for Q4-2025 and fiscal year 2025, highlighting significant growth in revenue and positive cash flow metrics [1][5]. Financial Performance - Revenue Growth: Precipio's revenues increased from $18.5 million in 2024 to $24.0 million in 2025, representing a 30% year-over-year increase. Q4-2025 revenues were $6.7 million, up 23% from $5.4 million in Q4-2024 [5]. - Positive Adjusted EBITDA: The company will report Adjusted EBITDA of $0.95 million for Q4-2025 and $1.23 million for the full year 2025, compared to $0.40 million in Q4-2024 and a loss of $1.5 million for the full year 2024 [5]. - Positive Operating Cash Flow: Precipio will report $368,000 of positive operating cash flow during Q4-2025 and a total of $688,000 for 2025, compared to $439,000 generated from operations in 2024 [5]. Management Commentary - The CEO, Ilan Danieli, emphasized the importance of becoming an EBITDA and cash-flow positive business, allowing for investments in long-term growth projects rather than focusing solely on short-term cash burn [2]. The company experienced a strong performance in 2025, with shareholders seeing their value triple [2]. Company Overview - Precipio is a healthcare biotechnology company focused on cancer diagnostics, aiming to address cancer misdiagnoses through innovative diagnostic products and services that enhance accuracy and improve patient outcomes [6].