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Vericel (VCEL) Earnings Call Presentation
2025-07-11 08:25
Company Overview and Financial Performance - Vericel is a leader in advanced therapies in sports medicine and burn care, combining innovations in biology with medical technologies[5] - The company has a strong financial profile with ~$162 million in cash and investments[9] - Vericel achieved GAAP Net Income positive in 2024[9] - The company is driving high revenue growth and targets high-70% gross margin and high-30% adjusted EBITDA in the mid-term[17] - The company experienced 20% top-line growth in 2024 and expects continued high revenue growth in 2025 and beyond[18] Market Opportunity and Product Expansion - The total addressable market (TAM) opportunity is expanding to over $5 billion in the years ahead[10] - The core TAM is ~$4 billion, with an expanded TAM of ~$5 billion[11, 12] - MACI Arthro, launched in Q3 2024, targets the largest segment of the current MACI addressable market[9] - MACI Ankle study is anticipated to initiate in 2025, potentially increasing the total MACI addressable market to $4 billion[9, 53] - NexoBrid, launched in the U S in Q4 2023, significantly expands the total addressable market in burn care[9]
From malaria to space: the road that didn’t exist | Antonella Pantaleo | TEDxViaCavour
TEDx Talks· 2025-07-07 16:59
[Applauso] [Musica] [Applauso] La malaria è la principale causa di morte al mondo per parasitosi. Ogni anno provoca 600.000% morti. L'80% dei bambini al di sotto dei 5 anni ancora oggi muore di malaria.L'Organizzazione Mondiale della Sanità dice: "È urgente la scoperta di nuovi farmaci antimalarici, i farmaci che attualmente vengono utilizzati per la cura della malaria e il parasita sta diventando resistente a questi farmaci. Uno dei farmaci che viene utilizzato è estratto da una pianta che cresce ai bordi ...
摩根士丹利:中国医疗保健_每周处方快报
摩根· 2025-07-07 15:44
China Healthcare | Asia Pacific Weekly Rx Express 2025.07.04 July 4, 2025 01:46 PM GMT Sino Biopharma obtained approval for recombinant human coagulation factor VIIa N01: The drug is indicated for the treatment of bleeding episodes in congenital hemophilia patients aged 12 and above, with factor VII or IX inhibitors >5 Bethesda units (BU). (Company filing, July 4, 2025) Hengrui obtained approval for an additional indication for JAK1 inhibitor (ivarmacitinib): Ivarmacitinib is China's first domestically-deve ...
Vericel (VCEL) - 2018 Q4 - Earnings Call Presentation
2025-07-03 13:09
This presentation contains forward-looking statements, including, without limitation, statements concerning anticipated progress, objectives and expectations regarding profitability, growth in revenue, the commercial potential of our products, and objectives of the company, all of which involve certain risks and uncertainties. These statements are often, but are not always, made through the use of words or phrases such as "anticipates," "intends," "estimates," "plans," "expects," "we believe," "we intend," ...
Vericel (VCEL) - 2019 Q4 - Earnings Call Presentation
2025-07-03 13:08
Continued Strong Revenue Growth Translated Into Significant Profit Growth Q4 2019 Financial Performance vs. Q4 2018 Business Highlights MACI full-year revenue growth of 35%, Epicel full- Vericel Q4 2019 Financial Results – February 25, 2020 3 +26% +66 bps +$5.1 million Total Revenue Growth Gross Margin Expansion Adjusted EBITDA Improvement VERICEL Q4 2019 RESULTS FEBRUARY 25, 2020 Safe Harbor This presentation contains forward-looking statements, including, without limitation, statements regarding full-year ...
Decoding VinFast's Inclusive Pricing Strategy
Prnewswire· 2025-06-23 14:01
Core Insights - VinFast aims to revolutionize the electric vehicle (EV) market by ensuring accessibility through "inclusive pricing," integrating premium features into standard costs to avoid leaving anyone behind in the electrification of transportation [1][7] - The company recognizes that the current EV revolution is akin to the personal computer revolution, where vehicles are becoming integrated mobile computers that enhance the driving experience [2][3] - VinFast's strategy focuses on three core pillars for entering the U.S. market: high-quality products, inclusive pricing, and outstanding aftersales policy [8] Product Features - The VinFast VF 8 offers premium features such as vegan leather interiors, a 15.6-inch infotainment screen, and advanced safety features including 11 airbags [9][11] - The vehicle is equipped with a comprehensive Advanced Driver-Assistance System (ADAS) across both Eco and Plus versions, providing various driving aids for enhanced safety [10][11] - The VF Connect app enhances the driving experience with features like camp mode, pet mode, and integrated games, ensuring the vehicle becomes smarter over time [12] Pricing and Financing - The VF 8 is competitively priced with an MSRP starting at $39,900 for the Eco trim and $44,900 for the Plus trim, with leasing options beginning at $269 per month [13] - The vehicle also offers a 0% interest financing option and comes with an extensive warranty of 10 years or 125,000 miles for the vehicle and a 10-year unlimited mileage warranty for the battery under non-commercial use [13] Customer Experience - VinFast's philosophy of "leave no one behind" extends to passenger comfort, ensuring all occupants enjoy features like heating and ventilation in all four seats, along with advanced air quality control systems [14][15] - The company emphasizes the importance of passenger care, particularly for younger passengers, by incorporating health-focused features in the vehicle [15]
Skye Bioscience Shares Nimacimab “Anatomy of Progress” Video Series and Highlights Preclinical CB1 Antibody Data Presented at the American Diabetes Association's 85th Scientific Sessions
Globenewswire· 2025-06-23 11:00
SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- Skye Bioscience, Inc. (Nasdaq: SKYE) (“Skye”), a clinical-stage biotechnology company focused on unlocking new therapeutic pathways for obesity and other metabolic health disorders, today announced the debut of its “Anatomy of Progress” nimacimab development update video series and availability of presentations related to the development of its anti-obesity drug, nimacimab, presented in multiple forums at the American Diabetes Association’s (ADA) 85th Scientific ...
Skye Bioscience to Present Expanded Preclinical CB1 Antibody Data at the American Diabetes Association’s 85th Scientific Sessions
GlobeNewswire· 2025-06-17 11:00
SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- Skye Bioscience, Inc. (Nasdaq: SKYE) (“Skye”), a clinical-stage biotechnology company focused on unlocking new therapeutic pathways for obesity and other metabolic health disorders, today announced that it was selected to present new nimacimab data in its expanded preclinical model at the upcoming American Diabetes Association’s (ADA) 85th Scientific Sessions. Skye will present in multiple forums at the ADA conference, which is being held June 20th – 23rd, 2025, ...
20年前,乔布斯最尴尬也最伟大的一次演讲
3 6 Ke· 2025-06-15 08:35
天才也有尴尬时刻 没有人可以否认,史蒂夫·乔布斯 (Steve Jobs) 是一位演讲天才。 他从牛皮纸袋里掏出一台电脑,造就了科技发布会历史上绝无仅有的视觉冲击;他不断重复着「一台手机,一支 iPod,一个互联网通讯设备」的话术, 也令人历久弥新。 乔布斯的现场演讲太好了,以至于与之对比,近年来苹果越来越多的录播发布会令观众感到缺乏「人味」。当年的他,即便是在现场 demo 遇到意料之外 的设备故障而「怒发冲冠」,都能传为后世佳话。 在几乎每一次演讲中,乔布斯都展现出极度的自信,以及对整个舞台的绝对掌控力。 你甚至可以说这种自信是一种自傲,对台下观众的「藐视」:有记 者问起 iPhone 信号为什么不好,他敢说「你的握法不对」。 ——注意,我说的是「几乎」每一次演讲。 在乔布斯 30 多年职业生涯中大大小小的演讲中,还真有这么一次曾经令他紧张到恨不得钻进地缝里去,以至于他思前想后、辗转反侧。 他不得不求助于亚伦·索金(知名编剧)、沃尔特·艾萨克森(传记作家)、迈克尔·霍利(MIT 教授、数字艺术家)等同样文字功底深厚的朋友,征求他们 的建议和意见。 这就是乔布斯在 2005 年斯坦福大学毕业典礼上的致辞演讲 ...
从石油美元到算力霸权:料革命重构全球权力秩序的百年嬗变
Sou Hu Cai Jing· 2025-06-12 02:35
Group 1 - The article discusses the historical transition of power from gold to oil, emphasizing the establishment of the petrodollar system as a means to maintain U.S. dollar hegemony [1][2][11] - The strategic value of oil, which constitutes 31.2% of global energy consumption, is highlighted as a key factor in the U.S. dollar's role as a pricing anchor [2][3] - The 1974 U.S.-Saudi agreement is described as a pivotal moment that solidified the dollar's status in global oil transactions, with 80% of oil trade being dollar-denominated by 1975 [11][14] Group 2 - The article outlines the military and financial power dynamics involved in the U.S.-Saudi negotiations, where military support was exchanged for oil pricing rights [3][4] - The impact of the oil crisis on the global economy is noted, with oil prices soaring by 400% and Western GDPs declining by 6% within three months [2][3] - The emergence of financial instruments like oil futures in the 1980s is discussed as a means for the U.S. to exert influence over global economic cycles [3][14] Group 3 - The article addresses the challenges to the petrodollar system, including attempts by countries like Iraq and Libya to shift away from dollar-denominated oil transactions, which were met with military intervention [4][12] - The rise of alternative payment systems and digital currencies is noted as a potential threat to the dollar's dominance, with the dollar's share in global reserves dropping below 58% [7][12] - The shift towards multi-currency settlements by countries like Saudi Arabia signifies a growing skepticism towards U.S. military protection and dollar reliance [8][12]