Inotiv (NOTV) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 Okay. Okay. Alright. Hi. Good afternoon. I'm Dave Windley with Jefferies Healthcare Equity Research, CRO coverage. Thanks so much for attending or listening to our twenty twenty five Healthcare Conference here in New York. Our next presenting company is Innative. NOTV is the ticker and the company's CEO is here with us. Bob Leisure, Beth Taylor here in front of me in the audience. The company's CFO is also along with. So Bob, we just said this ...

Company Overview - Inotiv, Inc. is a leading contract research organization specializing in nonclinical and analytical drug discovery and development services, as well as research models and related products [3] - The company's focus is on enhancing efficiency, improving data quality, and reducing costs associated with bringing new drugs and medical devices to market [3] - Inotiv aims to support discovery and development objectives while contributing to a healthier and safer world [3] Upcoming Event - Robert Leasure Jr., President and CEO of Inotiv, will present at the Jefferies Global Healthcare Conference in New York on June 4 at 3:45 p.m. ET [1] - The live webcast of the presentation will be available in the "Investors" section of Inotiv's website and will be archived for approximately 90 days [2]

Charles River Laboratories International, Inc. (CRL) expands its products and services across the drug discovery and early-stage development continuum through targeted partnerships and acquisitions. The company’s Research Models and Services (RMS) segment is gaining from strong revenues of small research models. Signs of stabilization and improved bookings in the Discovery and Safety Assessment (DSA) segment are encouraging. Yet, the adverse macroeconomic impacts and currency woes pose risks for the company ...

Global bank's research models are available for entitled clients, and contribute exclusively to consensus on Bloomberg Streamlines integration of BNP Paribas' leading equity analysis across research, financing, execution, and derivatives for investors For the eighth consecutive year, BNP Paribas Exane was named the #1 industry research provider in Developed Europe by Extel (formerly Institutional Investor) in 2024. The research franchise has also been expanding rapidly in both the Americas and APAC. BNP Par ...

Core Viewpoint - Inotiv, Inc. reported a revenue increase of 4.4% in Q2 FY 2025 compared to the same period last year, driven primarily by growth in Research Models and Services (RMS) revenue, despite a decline in Discovery and Safety Assessment (DSA) revenue [1][6][8]. Financial Performance - Q2 FY 2025 revenue was $124.3 million, up from $119.0 million in Q2 FY 2024, with RMS revenue increasing by $6.6 million (9.1%) and DSA revenue decreasing by $1.3 million (2.8%) [2][6][8]. - Year-to-date (YTD) FY 2025 revenue decreased by 4.1% to $244.2 million compared to $254.5 million in YTD FY 2024, attributed to a $7.2 million (4.4%) decline in RMS revenue and a $3.2 million (3.5%) decline in DSA revenue [10][13]. - The consolidated net loss for Q2 FY 2025 was $14.9 million (12.0% of total revenue), significantly improved from a net loss of $48.1 million (40.4% of total revenue) in Q2 FY 2024 [6][13]. - Adjusted EBITDA for Q2 FY 2025 was $8.0 million (6.4% of total revenue), compared to $3.1 million (2.6% of total revenue) in Q2 FY 2024 [6][13]. Segment Performance - DSA revenue for Q2 FY 2025 was $45.3 million, down from $46.6 million in Q2 FY 2024, while RMS revenue was $79.0 million, up from $72.4 million [2][33]. - The operating loss for Q2 FY 2025 was $2.9 million, a significant reduction from an operating loss of $43.1 million in Q2 FY 2024, primarily due to improved RMS performance [9][11]. Operational Insights - The company is focusing on optimizing its RMS sites in North America to align better with client needs and enhance client satisfaction [3]. - Management is attentive to external factors such as tariffs and R&D funding levels, with proactive strategies in place to mitigate current tariff impacts [3]. Cash Flow and Debt - Cash and cash equivalents stood at $19.3 million as of March 31, 2025, down from $21.4 million at the end of September 2024 [12]. - Total debt as of March 31, 2025, was $399.5 million, with no borrowings on the company's $15.0 million revolving credit facility [12].

Charles River Laboratories (CRL) reported $984.17 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 2.7%. EPS of $2.34 for the same period compares to $2.27 a year ago.The reported revenue represents a surprise of +5.25% over the Zacks Consensus Estimate of $935.05 million. With the consensus EPS estimate being $2.06, the EPS surprise was +13.59%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectatio ...

Charles River Laboratories International (CRL) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Company Participants Todd Spencer - Vice President, Investor RelationsJames Foster - Chairman, President and CEOFlavia Pease - Corporate Executive VP & CFOElizabeth Anderson - Senior Managing DirectorDave Windley - Managing DirectorMichael Ryskin - Managing DirectorKyle Crews - Equity Research AssociatePatrick Donnelly - Managing DirectorCasey Woodring - Vice President - Equity ResearchCharles Rhyee - Managing Dire ...