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LIR Life Sciences Commences Project Phase 2 Peptide Design Program with Neuland Laboratories
Accessnewswire· 2026-02-05 23:00
VANCOUVER, BC / ACCESS Newswire / February 5, 2026 / LIR Life Sciences Corp. (CSE:SKNY)(OTC PINK:BBCMF)(Frankfurt:N790, WKN:A41QA9) ("LIR" or the "Company) is pleased to announce that it has commenced Project Phase 2 peptide design activities with Neuland Laboratories Limited ("Neuland") under the parties' existing services agreement (please see news release dated January 8, 2026). Project Phase 2 of the collaboration focuses on the design and optimization of next-generation cell-penetrating peptides intend ...
Arrowhead Pharmaceuticals(ARWR) - 2026 Q1 - Earnings Call Transcript
2026-02-05 22:32
Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAndrea Newkirk - SVP of Biotechnology Equity ResearchAndy Davis - SVP and Head of Global Cardiometabolic FranchiseChris Anzalone - President and CEODan Apel - CFOEdward Tenthoff - Managing DirectorJames Hamilton - Chief Medical Officer and Head of R&DJason Gerberry - Managing DirectorJoseph Thome - Managing DirectorMani Foroohar - Managing DirectorMike Ulz - Executive DirectorPatrick Trucchio - ...
Adaptive Biotechnologies(ADPT) - 2025 Q4 - Earnings Call Transcript
2026-02-05 22:32
Adaptive Biotechnologies (NasdaqGS:ADPT) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsChad Robins - CEO and Co-FounderKarina Calzadilla - VP of Investor RelationsKyle Piskel - CFOSharon Benzeno - Chief Commercial Officer of Immune MedicineSusan Bobulsky - Chief Commercial Officer of MRDConference Call ParticipantsBill Bonello - AnalystDan Brennan - AnalystDavid Westenberg - AnalystMark Massaro - AnalystSebastian Sandler - AnalystSubbu Nambi - AnalystOperatorToday, and thank you fo ...
Arrowhead Pharmaceuticals(ARWR) - 2026 Q1 - Earnings Call Transcript
2026-02-05 22:32
Arrowhead Pharmaceuticals (NasdaqGS:ARWR) Q1 2026 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAndrea Newkirk - SVP of Biotechnology Equity ResearchAndy Davis - SVP and Head of Global Cardiometabolic FranchiseChris Anzalone - President and CEODan Apel - CFOEdward Tenthoff - Managing DirectorJames Hamilton - Chief Medical Officer and Head of R&DJason Gerberry - Managing DirectorJoseph Thome - Managing DirectorMani Foroohar - Managing DirectorMike Ulz - Executive DirectorPatrick Trucchio - ...
Illumina(ILMN) - 2025 Q4 - Earnings Call Transcript
2026-02-05 22:30
Financial Data and Key Metrics Changes - In Q4 2025, Illumina's revenue reached $1.16 billion, reflecting a 5% year-over-year increase on a reported basis and a 4% increase on a constant currency basis [18][19] - Non-GAAP EPS for Q4 was $1.35, growing approximately 42% year-over-year, exceeding guidance [24] - Non-GAAP operating margin was 23.7% in Q4, expanding 400 basis points year-over-year [23] Business Line Data and Key Metrics Changes - Clinical consumables revenue grew 20% year-over-year in Q4, driven by increased adoption of sequencing-based diagnostic tests [4][19] - Sequencing consumables revenue was $755 million, up 8% year-over-year, with a notable 11% increase excluding China [19] - Sequencing instruments revenue was approximately flat year-over-year at $154 million, with strong placements of NovaSeq X [22] Market Data and Key Metrics Changes - Greater China revenue was $55 million, down $25 million from Q4 2024, reflecting export restrictions [19] - Clinical market outside China grew 20%, driven by broader adoption of NGS-based testing [19] - Research and applied markets saw consumable sales remain roughly flat year-over-year, indicating ongoing uncertainty in the funding environment [20] Company Strategy and Development Direction - Illumina's strategy focuses on three pillars: core sequencing, scaling multi-omics, and expanding service data and software capabilities [9][12] - The acquisition of SomaLogic is expected to enhance Illumina's position in the proteomics market, integrating capabilities to accelerate innovation [10][11] - The company aims to introduce new technologies, including spatial transcriptomics and constellation map read technology, in the first half of 2026 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum built in the second half of 2025, expecting organic revenue growth of 2%-4% in 2026, excluding China [15][27] - Clinical consumables are projected to grow double-digit to mid-teens in 2026, while research consumables are expected to decline mid- to high-single digits [15][29] - Management highlighted the importance of adapting to evolving market dynamics and customer needs, particularly in the context of multi-omics [14][78] Other Important Information - The company returned approximately $740 million to shareholders through share repurchases in 2025 [5] - Illumina ended Q4 with approximately $1.63 billion in cash and cash equivalents, maintaining a strong balance sheet [25] - The company plans to change geographical reporting segments starting in Q1 2026 to better align with its commercial structure [31] Q&A Session Summary Question: Operating margin guidance and capital deployment - Management confirmed that the guidance includes an assumption of ending the year at 26%-27% operating margin and remains committed to long-term margin targets despite the SomaLogic acquisition [33][36] Question: Clinical performance guidance for 2026 - Management explained that the guidance reflects continued momentum in clinical growth, with expectations for mid-teens growth, while acknowledging challenges in the research environment [40][42] Question: Instrumentation split between research and clinical - Over 60% of Q4 instrument placements were clinical, with expectations for this trend to continue into 2026 [46][48] Question: Growth drivers in oncology and genetic applications - Oncology is expected to remain the main growth driver, with significant uptake in genetic profiling for various diseases [62][64] Question: BioInsight monetization strategy - Management outlined plans for monetizing BioInsight through specialized data and subscription-based models, indicating a multi-year opportunity [78][79]
Best-in-Class Real-World Data Support Early Amtagvi® Treatment in Advanced Melanoma
Globenewswire· 2026-02-05 22:15
52% Amtagvi Response Rate with Two or Fewer Prior Lines of Therapy 73% Overall Disease Control RateSAN CARLOS, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced data demonstrating a best-in-class profile for commercial Amtagvi® (lifileucel) with unprecedented response rates in a real ...
MEREO LAWSUIT ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Mereo BioPharma Group plc and Encourages Investors to Contact the Firm
Globenewswire· 2026-02-05 21:54
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Mereo (MREO) To Contact Him Directly To Discuss Their Options If you purchased or acquired Mereo American Depositary Shares (“ADS”) between June 5, 2023, and December 26, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- ...
Denali Therapeutics (NasdaqGS:DNLI) Update / briefing Transcript
2026-02-05 21:32
Denali Therapeutics (NasdaqGS:DNLI) Update / briefing February 05, 2026 03:30 PM ET Company ParticipantsJoseph Lewcock - Chief Scientific OfficerPeter Chin - Acting Chief Medical Officer and Head of DevelopmentRyan Watts - CEOConference Call ParticipantsAndrew Tsai - Senior Research AnalystCharles Moore - AnalystDavid Hoang - AnalystJay Olson - Senior Research AnalystJoseph Thome - AnalystMayank Mamtani - AnalystMichael DiFiore - AnalystMichael Yee - AnalystMyles Minter - AnalystSalveen Richter - Senior Equ ...
Adaptive Biotechnologies(ADPT) - 2025 Q4 - Earnings Call Presentation
2026-02-05 21:30
Fourth Quarter and FY 2025 Earnings Conference Call © Copyright Adaptive Biotechnologies 2026. Safe Harbor This presentation has been prepared by Adaptive Biotechnologies Corporation ("we," "us," "our," "Adaptive" or the "Company") and is made for informational purposes only. The information set forth herein does not purport to be complete or to contain all relevant information. Statements contained herein are made as of the date of this presentation unless stated otherwise. This presentation shall not cons ...
Helix Biopharma Corp. Extends LEUMUNA Option with metaShape Pharma for Adipose Tissue-Related and Metabolic Diseases
Thenewswire· 2026-02-05 21:30
(Toronto, Ontario; February 5, 2026) – TheNewswire - Helix BioPharma Corp. (TSX: “HBP”, OTC PINK: “HBPCD”, FRANKFURT: “HBP0”) (“Helix” or the “Company”), a clinical-stage oncology company shaping a near future where today’s hard-to-treat cancers are vincible, today announced the extension of its Research and Exclusive Option Agreement (the “Agreement”) with metaShape Pharma AG (“metaShape”) covering LEUMUNA™ through December 31, 2028. The Agreement was originally entered into in April 2023 between metaShap ...