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Klaviyo(KVYO) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Klaviyo (NYSE:KVYO) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAmanda Whalen - CFOAndrew Bialecki - Co-founder and Co-CEOChano Fernandez - Co-CEODerrick Wood - Managing DirectorKatie Keyser - Equity Research Senior AssociateMatthew VanVliet - Managing Director of Software Equity ResearchRyan Flaim - Director of Investor RelationsSamad Samana - Managing DirectorConference Call ParticipantsDJ Hynes - Managing Director and Software Lead AnalystGabriela Borges - Managing Director an ...
Gilead(GILD) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Gilead Sciences (NasdaqGS:GILD) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAndrew Dickinson - CFOBrian Abrahams - Managing Director and Global Sector Head of Healthcare ResearchChris Schott - Managing DirectorCindy Perettie - EVPDaniel O'Day - Chairman and CEODietmar Berger - Chief Medical OfficerJacquie Ross - SVP of Treasury and Investor RelationsJohanna Mercier - Chief Commercial and Corporate Affairs OfficerLouise Chen - Managing DirectorMichael Yee - Global Head of Biotechn ...
Rapid7(RPD) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Rapid7 (NasdaqGM:RPD) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsCorey Thomas - CEOGrant Thorling - Equity Research AssociateMatt Wells - VP of Investor RelationsRafe Brown - CFOTrevor Rambo - Equity Research AssociateConference Call ParticipantsAdam Tindle - Managing Director and Senior Research AnalystJonathan Ho - Partner and Senior Research AnalystKingsley Crane - Managing Director and Senior Equity AnalystMeta Marshall - Managing Director and Senior Equity AnalystRob Owens ...
Red Rock Resorts(RRR) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Red Rock Resorts (NasdaqGS:RRR) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsChad Beynon - Managing Director and Head of U.S. ResearchLorenzo Fertitta - Vice ChairmanScott Kreeger - PresidentStephen Cootey - EVP, CFO, and TreasurerStephen Grambling - Managing DirectorSteve Wieczynski - Managing DirectorZachary Silverberg - VP of Equity ResearchConference Call ParticipantsBarry Jonas - Managing Director and Senior Equity Research AnalystBen Chaiken - Equity Research AnalystBrandt M ...
Astera Labs, Inc.(ALAB) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Astera Labs (NasdaqGS:ALAB) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsBlayne Curtis - Managing DirectorJitendra Mohan - CEO and Co-founderJoe Moore - Managing DirectorKarl Ackerman - Managing DirectorLeslie Green - VP of Investor RelationsMike Tate - CFORobert Mertens - Equity Research AssociateSanjay Gajendra - President, COO, and Co-FounderSrini Pajjuri - Managing DirectorTom O'Malley - Director of Equity ResearchTore Svanberg - Managing DirectorVivek Arya - Managing Director ...
Upstart(UPST) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Upstart (NasdaqGS:UPST) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsArvind Ramnani - Managing DirectorChelsea Williams - Investor RelationsDave Girouard - Co-founder and CEODavid Scharf - Managing DirectorJames Faucette - Managing DirectorJohn Hecht - Managing DirectorKyle Joseph - Managing DirectorKyle Peterson - Equity Research Managing DirectorPaul Gu - Co-founder and CTOPeter Christiansen - DirectorReggie Smith - Equity Research Executive DirectorRob Wildhack - Director of Eq ...
Astera Labs, Inc.(ALAB) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Astera Labs (NasdaqGS:ALAB) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsBlayne Curtis - Managing DirectorJitendra Mohan - CEO and Co-founderJoe Moore - Managing DirectorKarl Ackerman - Managing DirectorLeslie Green - VP of Investor RelationsMike Tate - CFOSanjay Gajendra - President, COO, and Co-FounderSrini Pajjuri - Managing DirectorVivek Arya - Managing DirectorConference Call ParticipantsRoss Seymore - Managing Director and Senior Equity AnalystSean O'Loughlin - Equity Resear ...
Gilead(GILD) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Gilead Sciences (NasdaqGS:GILD) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsAndrew Dickinson - CFOBrian Abrahams - Managing Director and Global Sector Head of Healthcare ResearchChris Schott - Managing DirectorCindy Perettie - EVPDaniel O'Day - Chairman and CEODietmar Berger - Chief Medical OfficerJacquie Ross - SVP of Treasury and Investor RelationsJohanna Mercier - Chief Commercial and Corporate Affairs OfficerLouise Chen - Managing DirectorMichael Yee - Global Head of Biotechn ...
Red Rock Resorts(RRR) - 2025 Q4 - Earnings Call Transcript
2026-02-10 22:32
Red Rock Resorts (NasdaqGS:RRR) Q4 2025 Earnings call February 10, 2026 04:30 PM ET Company ParticipantsChad Beynon - Managing Director and Head of U.S. ResearchLorenzo Fertitta - Vice ChairmanScott Kreeger - PresidentStephen Cootey - EVP, CFO, and TreasurerStephen Grambling - Managing DirectorSteve Wieczynski - Managing DirectorConference Call ParticipantsBarry Jonas - Managing Director and Senior Equity Research AnalystBen Chaikin - Equity Research AnalystBrandt Montour - Director and Equity Research Anal ...
1至8批国家集采药品接续采购开标 千余家企业拟中选
Zhong Guo Zheng Quan Bao· 2026-02-10 22:31
2月10日,记者从国家医保局获悉,1至8批国家集采药品新一轮接续采购开标已产生拟中选结果,1020 家企业的4163个产品获得拟中选资格,涉及316种常用药品。本次接续采购的药品覆盖抗感染、抗肿 瘤、降血糖、降血压、降血脂、神经系统、呼吸系统、消化系统等26个治疗领域。本次接续采购中选结 果预计将于2026年3月底落地实施,采购周期至2028年底。 此次接续采购投标资质门槛提高,质量要求更加严格。在坚持要求投标药品为参比制剂或通过质量和疗 效一致性评价的基础上,进一步要求相关企业具有同类型药品生产经验、生产线2年内无违反药品生产 质量管理规范记录等,防范因缺乏生产经验而产生的质量风险,提高中选药品的质量稳定性和可靠性。 值得一提的是,本次接续采用询价方式,主要基于以往中选价格形成最高有效申报价和询价基准,企业 能够精确测算成本收益,理性报价,中选和带量预期明确,实现了稳定中选价格和行业预期的效果。 国家医保局表示,本次接续采购是国家组织集采的化学药品首次开展全国范围统一接续,由江苏、河 南、广东三省医保局联合牵头,各省份全部参与,实现了采购规则规范统一。企业只需在线投标一次, 中选即可实现全国销售,大幅减轻投 ...