Q1 2025 Earnings Presentation May 7, 2025 Bradley Joseph VP Investor Relations & Corporate Communications Forward-Looking Statements Certain statements in this presentation are "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and are subject to the safe harbor created thereby. These statements relate to future events or our future financial performance and involve known and unknown risks, uncertainties and other factors that may cause our, or ...

Q1 2025 Earnings Presentation Icahn Enterprises L.P. May 7, 2025 1 Safe Harbor Statement Forward-Looking Statements and Non-GAAP Financial Measures The Private Securities Litigation Reform Act of 1995 provides a "safe harbor" for forward-looking statements we make in this presentation, including statements regarding our future performance and plans for our businesses and potential acquisitions. Forward-looking statements may be identified by words such as "believes," "expects," "potential," "continues," "ma ...

Esperion Therapeutics (ESPR) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Alina Venezia - Head of Investor RelationsSheldon Koenig - President & CEOBen Halladay - CFOJason Zemansky - Vice President, Equity Research, Biotechnology and PharmaceuticalsBetty Swartz - Chief Business Officer Conference Call Participants Dennis Ding - Vice President - Equity Research AnalystJoseph Pantginis - MD & Senior Healthcare AnalystKristen Kluska - Equity Research AnalystSerge Belanger - Senior Analys ...

Core Viewpoint - Novo Nordisk's stock has experienced a decline of -2.2% over the past month, underperforming the Zacks S&P 500 composite's -0.5% change and the Zacks Large Cap Pharmaceuticals industry's -2% loss, raising questions about its near-term performance [1] Earnings Estimate Revisions - The consensus earnings estimate for the current quarter is $0.91 per share, reflecting a year-over-year increase of +9.6%, with a recent change of +2.2% over the last 30 days [4] - For the current fiscal year, the consensus earnings estimate is $3.85, indicating a +17.4% change from the previous year, with a +1.3% change in the last 30 days [4] - The next fiscal year's consensus earnings estimate is $4.71, showing a +22.4% change from the prior year, with a +2.1% change over the past month [5] - Novo Nordisk holds a Zacks Rank 3 (Hold), influenced by recent changes in consensus estimates and other earnings-related factors [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $11.33 billion, indicating a year-over-year increase of +19.1% [10] - The sales estimates for the current and next fiscal years are $50.66 billion and $58.15 billion, reflecting changes of +20.3% and +14.8%, respectively [10] Last Reported Results and Surprise History - In the last reported quarter, Novo Nordisk achieved revenues of $12.26 billion, a year-over-year increase of +28.9%, and an EPS of $0.91 compared to $0.71 a year ago [11] - The reported revenues exceeded the Zacks Consensus Estimate of $11.34 billion by +8.11%, and the EPS surprise was +9.64% [11] - Over the last four quarters, Novo Nordisk surpassed consensus EPS estimates twice and revenue estimates twice [12] Valuation - Novo Nordisk is graded B in the Zacks Value Style Score, indicating it is trading at a discount to its peers [16]

Company Overview - Roche Holding AG (RHHBY) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4] Price Performance - Over the past week, RHHBY shares increased by 1.59%, while the Zacks Large Cap Pharmaceuticals industry rose by 3.52% [6] - In a longer time frame, RHHBY's monthly price change is 3.56%, outperforming the industry's 1.85% [6] - Over the last quarter, RHHBY shares have increased by 0.59%, and over the past year, they have gained 37.04% [7] - In comparison, the S&P 500 has moved -7.43% over the last quarter and 12.15% over the past year [7] Trading Volume - RHHBY's average 20-day trading volume is 2,416,640 shares, which serves as a price-to-volume baseline for assessing momentum [8] Earnings Outlook - In the past two months, two earnings estimates for RHHBY have moved higher, with no downward revisions, boosting the consensus estimate from $2.83 to $2.93 [10] - For the next fiscal year, three estimates have increased, with no downward revisions during the same period [10] Conclusion - Considering the positive price performance, trading volume, and favorable earnings outlook, RHHBY is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]

Eli Lilly (LLY) came out with quarterly earnings of $3.34 per share, missing the Zacks Consensus Estimate of $3.52 per share. This compares to earnings of $2.58 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.11%. A quarter ago, it was expected that this drugmaker would post earnings of $5.03 per share when it actually produced earnings of $5.32, delivering a surprise of 5.77%.Over the last four quarters, the company has su ...

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Roche Holding AG (RHHBY) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Roche Holding AG is one of 1000 companies in the Medical group. The Medical group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different g ...

Core Insights - Shijiazhuang is leveraging its strong industrial foundation and innovation-driven approach to promote high-quality development in the biopharmaceutical industry, aiming to cultivate a trillion-level biopharmaceutical industry cluster [1][3]. Industry Development - Shijiazhuang has a rich history in pharmaceutical manufacturing, with the establishment of the North China Pharmaceutical Factory in 1953, which became Asia's largest antibiotic producer [3]. - The biopharmaceutical industry in Shijiazhuang was recognized as a national-level biopharmaceutical base in 2005, and it has been included in the city's key development plans as one of five trillion-level industry clusters [3]. - In 2023, the biopharmaceutical industry in Shijiazhuang achieved an operating income exceeding 100 billion yuan, with projections to surpass 120 billion yuan in 2024 [3]. Infrastructure and Ecosystem - The Shijiazhuang International Biopharmaceutical Park, covering an area of 28,000 acres, is designed to enhance basic research and technological innovation, featuring five functional zones for R&D, incubation, industrialization, sales, and support services [5]. - In 2024, the high-tech zone attracted 82 industry chain projects, including notable companies like Sinovac Biotech and BGI [5]. Innovation and Talent - The proportion of raw materials in Shijiazhuang's biopharmaceutical revenue has decreased from over 60% before 2000 to less than 30% currently, indicating a shift towards innovative drug development [8]. - The Shijiazhuang pharmaceutical group has made significant strides in innovation, with 6 new drug registration approvals in China and 6 clinical trial approvals in North America from 2024 to March [8]. - The establishment of the Tsinghua Development Research Institute in the biopharmaceutical park aims to enhance technology innovation and industry transformation, supported by talent attraction initiatives such as the talent green card program [8][9].

Pfizer (PFE) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 43.75%. A quarter ago, it was expected that this drugmaker would post earnings of $0.48 per share when it actually produced earnings of $0.63, delivering a surprise of 31.25%.Over the last four quarters, the company has surp ...

Core Insights - Senti Biosciences, Inc. presented positive preliminary data for SENTI-202, a potential first-in-class CAR-NK cell therapy for relapsed/refractory AML, at the AACR Annual Meeting 2025 [1][2][3] Clinical Data Summary - The Phase 1 study of SENTI-202 involved 9 patients with relapsed or refractory AML, with 7 evaluable for overall response [3] - The study identified a preliminary recommended Phase 2 dose (RP2D) of 1.5 x 10 CAR NK cells administered on Days 0, 7, and 14 in 28-day cycles [3] - 5 of 7 evaluable patients achieved an overall response rate (ORR), with 4 achieving composite complete remission (cCR) [3][7] - All cCR patients were measurable residual disease (MRD) negative, indicating a strong efficacy profile [3][7] Safety and Tolerability - SENTI-202 was well-tolerated with no dose-limiting toxicities reported, and a maximum tolerated dose was not reached [3][7] - Adverse events were consistent with other investigational NK cell therapies, with no grade 5 adverse events observed [7] Financial Highlights - As of March 31, 2025, Senti Bio held approximately $33.8 million in cash and cash equivalents [13] - Research and development expenses for Q1 2025 were $9.3 million, an increase from $8.8 million in Q1 2024 [13] - The net loss for the quarter was $14.1 million, or $1.41 per share [13] Pipeline Update - The Phase 1 study of SENTI-202 is ongoing, with plans for disease-specific expansion cohorts [4] - Senti Bio is also evaluating SENTI-301A for HCC, but enrollment has been stopped due to observed dose-limiting toxicities [10] Company Overview - Senti Bio is focused on developing next-generation cell and gene therapies using its proprietary Gene Circuit platform [1][15] - The company aims to engineer therapies that selectively target and eliminate cancer cells while sparing healthy cells [15]