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Danaher (NYSE:DHR) FY Earnings Call Presentation
2026-01-13 19:15
Danaher Corporation Rainer Blair, President & CEO J.P. Morgan Healthcare Conference | January 13, 2026 Innovation at the speed of life. Forward Looking Statements Statements in this presentation that are not strictly historical, including any statements regarding Danaher's estimated or anticipated financial performance and any other statements regarding events or developments that we believe or anticipate will or may occur in the future are "forward looking" statements within the meaning of the federal secu ...
Ionis Pharmaceuticals (NasdaqGS:IONS) FY Earnings Call Presentation
2026-01-13 16:15
44th Annual J.P. Morgan Healthcare Conference 2026 Breakthrough Therapies Driving Accelerating Growth Brett Monia, Ph.D. Chief Executive Officer January 2026 | Nasdaq: IONS Forward-Looking Statements This presentation includes forward-looking statements regarding our business, financial guidance and the therapeutic and commercial potential of our commercial medicines, additional medicines in development and technologies and our expectations regarding development and regulatory milestones. Any statement desc ...
Nurix Therapeutics (NasdaqGM:NRIX) FY Earnings Call Presentation
2026-01-13 00:30
Protein Degraders to Outmatch Cancer and Autoimmune Disease J.P. Morgan Healthcare Conference January 12, 2026 Important Notice and Disclaimers This presentation contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When or if used in this presentation, the words "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "outlook," "plan," "predict," "should ...
Dianthus Therapeutics (NasdaqCM:DNTH) FY Conference Transcript
2026-01-13 00:00
Dianthus Therapeutics (NasdaqCM:DNTH) FY Conference January 12, 2026 06:00 PM ET Speaker1Good afternoon, everyone. I hope you're enjoying the first day of the conference and all the festivities. My name's Alex Buckley. I'm with the Healthcare Investment Banking Group, and it's my pleasure to introduce Dianthus Therapeutics and Marino Garcia, CEO. We'll have some time at the end for Q&A. If you could just raise your hand, and there'll be a mic that goes around. With that, Marino.Speaker0Thank you, Alex, and ...
IDEAYA Biosciences (NasdaqGS:IDYA) FY Earnings Call Presentation
2026-01-12 23:45
January 2026 Improving Lives Through Transformative Precision Medicines JPM 2026 | 44th Annual Healthcare Conference NASDAQ: IDYA Safe Harbor Statement Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to future events or the future financial performance of IDEAYA Biosciences, Inc. (the "Company") and involve known and unknown risks, uncertainties and other factors that may cause the actual results, levels of activity, perfor ...
Apellis Pharmaceuticals, Inc. (APLS) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-12 23:16
PresentationAll right. Let's get started. Thanks, everyone, for joining. This is the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I'm one of the senior biotech analysts here at JPMorgan. I'm joined by my squad, Priyanka Grover, [indiscernible]. Our next presenting company is Apellis. And presenting on behalf of the company, we have CEO, Cedric Francois. Cedric?Cedric FrancoisCo-Founder, President, CEO & Director Thank you so much, Anupam, and what a great pleasure to be back here. Tha ...
Kiniksa Pharmaceuticals International (NasdaqGS:KNSA) FY Conference Transcript
2026-01-12 23:17
Kiniksa Pharmaceuticals International FY Conference Summary Company Overview - **Company**: Kiniksa Pharmaceuticals International (NasdaqGS: KNSA) - **Focus**: Development and commercialization of treatments for recurrent pericarditis, particularly ARCALYST and KPL-387 Key Points Financial Performance - **2025 Net Revenue**: $677.5 million, representing a **62% year-over-year growth** [11] - **2026 Revenue Guidance**: Projected between **$900 million and $920 million** [12] Product Development and Pipeline - **ARCALYST**: - Positioned as a **second-line treatment** for recurrent pericarditis after NSAIDs and colchicine [12] - Cumulative net revenue since launch: **$1.5 billion** [11] - Market penetration in multiple recurrence patient group increased from **13% to 18%** from 2024 to 2025 [12] - Growing adoption in first recurrence patient group, with **20%** of patients prescribed ARCALYST during their first recurrence [13] - **KPL-387**: - Currently in a **Phase 2/3 study** for recurrent pericarditis, focusing on a **once-monthly dosing** regimen [5][8] - Expected to provide data from the dose-focusing portion in the **second half of 2026** [9] - Target product profile well-received by patients and healthcare professionals, with **75%** of surveyed patients preferring KPL-387 over current therapies [17] Market Dynamics - **Treatment Paradigm Shift**: - ARCALYST is becoming the **standard of care** for recurrent pericarditis, supported by the **ACC Concise Clinical Guidance** [14] - Increased utilization of ARCALYST has led to a decline in corticosteroid use as a second-line treatment [13] - **Commercial Strategy**: - Kiniksa has established a **cardiovascular-focused field team** and utilized AI-driven techniques to optimize outreach to physicians [15] - Growth in specialized pericardial disease centers from **2 to 18** since launch, enhancing patient care and treatment outcomes [16] Future Outlook - **Kiniksa's Strategy**: - Focused on maximizing current commercial opportunities while advancing clinical portfolio [18] - Strong financial position with **$414 million** in cash reserves at year-end, allowing for further investments [19] - **Physician Engagement**: - Significant growth in new prescribers, with **325 new prescribers** added in Q4 2025, totaling over **4,150 prescribers** [34] - Approximately **29%** of prescribers have treated two or more patients, indicating a positive trend towards repeat prescribing [35] Clinical Insights - **Epidemiology of Recurrent Pericarditis**: - Median duration of disease for patients with multiple recurrences is approximately **3 years**, with many patients requiring ongoing treatment [30] - Continuous therapy is essential to minimize flare rates, contrasting with episodic treatment approaches [33] Conclusion Kiniksa Pharmaceuticals is positioned for significant growth in the recurrent pericarditis market, driven by strong revenue performance, a robust pipeline, and a strategic focus on changing treatment paradigms. The company is well-capitalized to invest in future opportunities while enhancing patient care through innovative therapies.
Vertex Pharmaceuticals (NasdaqGS:VRTX) FY Conference Transcript
2026-01-12 23:17
Vertex Pharmaceuticals (NasdaqGS:VRTX) FY Conference January 12, 2026 05:15 PM ET Company ParticipantsDavid Altshuler - CSOReshma Kewalramani - CEO and PresidentDuncan McKechnie - EVP and CCOConference Call ParticipantsNone - Analyst 2Jessica Fye - MD and Equity Research AnalystNone - Analyst 1None - Analyst 3Jessica FyeGreat. Welcome, everyone. My name's Jessica Fye, biotech analyst at JPMorgan, and we're delighted to be continuing the 44th annual JPMorgan Healthcare Conference today with Vertex. You're go ...
SLNO Investors: Contact Kirby McInerney LLP About Investigation into Soleno Therapeutics, Inc.
Businesswire· 2026-01-12 23:00
NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP continues its investigation on behalf of Soleno Therapeutics, Inc. ("Soleno†or the "Company†) (NASDAQ:SLNO) investors concerning the Company's and/or members of its senior management's possible violation of the federal securities laws and other unlawful business practices. [LEARN MORE ABOUT THE INVESTIGATION] What Should I Do? If you purchased or otherwise acquired Soleno securities, have information, or would like to learn more about this inv ...
United Therapeutics (NasdaqGS:UTHR) FY Conference Transcript
2026-01-12 22:32
United Therapeutics (NasdaqGS:UTHR) FY Conference January 12, 2026 04:30 PM ET Company ParticipantsMartine Rothblatt - Chair and CEOConference Call ParticipantsNone - Analyst 2None - Analyst 1None - Analyst 3Jessica Fye - AnalystMartine RothblattHi, Jess.Jessica FyeHow are you?Happy New Year.Martine RothblattHappy New Year to you too. Congratulations on the baby.Thank you.Jessica FyeThank you.Thank you.Great. Good afternoon, everyone. My name's Jessica Fye, a large-cap biotech analyst at J.P. Morgan, and we ...