Neogen (NasdaqGS:NEOG) FY Earnings Call Presentation
2026-01-15 01:15
Unlocking Neogen's Potential J.P. Morgan Healthcare Conference January 14, 2026 © 2026 Neogen Corporation. All rights reserved. | 1 Disclaimer Forward-Looking Statements This presentation includes "forward-looking statements" as that term is defined in Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on Neogen's current expectations and are subject to risks and uncertainties, which could cause a ...
Myriad Genetics (NasdaqGS:MYGN) FY Earnings Call Presentation
2026-01-15 01:15
Sam Raha PRESIDENT AND CEO JP MORGAN 46th ANNUAL HEALTHCARE CONFERENCE J A N U A R Y 1 4 , 2 0 2 6 ©2026 Myriad Genetics, Inc. Forward-looking statements and Non-GAAP financial measures Some of the information presented here today contains projections or other forward-looking statements regarding future events or the future financial performance of the Company. FORWARD-LOOKING STATEMENTS AND DISCLAIMERS These statements are based on management's current expectations and the actual events or results may diff ...
Liquidia (NasdaqCM:LQDA) FY Earnings Call Presentation
2026-01-15 01:15
©2026 LIQUIDIA CORPORATION ALL RIGHTS RESERVED 2 Corporate Overview J.P. Morgan Healthcare Conference 2026 January 14, 2026 ©2026 LIQUIDIA CORPORATION ALL RIGHTS RESERVED Forward-looking statements This presentation includes, and our response to questions may include, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 ("PSLRA"). All statements contained in this presentation other than statements of historical facts, including statements regarding our future ...
Guardian Pharmacy Services (NYSE:GRDN) FY Earnings Call Presentation
2026-01-15 00:30
Business Overview - Guardian Pharmacy Services focuses on the Assisted Living Facilities (ALF) market, which is estimated to be around $7 billion[14] - The company has a 13% market share nationwide in the ALF & Memory Care market[22, 23] - Guardian serves approximately 140,000+ ALF residents and 204,000+ total residents[22] - The company dispenses approximately 28 million prescriptions annually[22] Financial Performance - The company's revenue for 2025 is projected to be $1.44 billion[60, 84] - Adjusted EBITDA for 2025 is projected to be $104-$106 million[81] - The company anticipates an Adjusted EBITDA margin of over 8% in 2026[81] - The company's cash conversion rate is approximately 60% year-to-date as of September 30, 2025[69, 70] Growth Strategy - The company is expanding into adjacent and new underserved markets through greenfield startups[37] - The company is targeting acquisitions with revenues between $10 million and $30 million, serving approximately 2,000 to 3,500 residents[42] - The company is implementing initiatives to mitigate the impact of the Inflation Reduction Act (IRA)[76]
Mesa Laboratories (NasdaqGS:MLAB) FY Earnings Call Presentation
2026-01-15 00:30
Investor Relations Presentation J.P. Morgan 2026 Healthcare Conference Gary Owens, President and CEO John Sakys, CFO Safe Harbor Statement The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. Any statements contained herein that are not statements of historical fact may be deemed to be forward-looking statements, including statements relating to: projections of revenues, growth, operating results, profit margins, expenses, earni ...
Novavax (NasdaqGS:NVAX) FY Earnings Call Presentation
2026-01-15 00:30
Financial Performance and Strategy - Novavax envisions a world where its technology impacts billions, driving global health transformation[2] - The company aims for long-term value creation through partnering and R&D innovation, targeting a diversified revenue base[9] - Novavax projects the global market opportunity for infectious disease and oncology immunotherapeutics to exceed $100 billion by the 2030s[19] - The company is focused on a lean and efficient operating model, targeting non-GAAP profitability as early as 2028[10, 37] - Novavax achieved approximately $1.4 billion in cash flow in 2024 and 2025, with 78% derived from non-dilutive sources[42, 44] Partnerships and Pipeline - Novavax secured a partnership with Sanofi and is actively seeking new partnerships to unlock growth[10, 13] - The company's growth strategy involves generating new data and proof points for its technology to strengthen IP and expand the utility of Matrix-M[14] - Novavax's pipeline includes Nuvaxovid, R21/Matrix-M malaria vaccine, and early-stage candidates for C diff, shingles, and RSV[33] - In 2025, Nuvaxovid achieved over 12% market share in Japan via the Takeda partnership, and R21/Matrix-M malaria vaccine achieved 85% share in a growing market[16] - Long-term core spend profile of approximately $250 million R&D+SG&A, net of partner reimbursement[37]
Bausch Health (NYSE:BHC) FY Earnings Call Presentation
2026-01-14 23:45
International ® NEUROSCIENCE ©2025 Bausch Health Companies Inc. and/or one of its affiliates. JPMorgan Healthcare Conference January 14, 2026 Forward-Looking Statements; Non-GAAP Information Forward-Looking Statements This presentation contains forward-looking information and statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and applicable Canadian securities laws (collectively, "forward-looking statements"), including, but not limited to, statements relating to Baus ...
Vir Biotechnology (NasdaqGS:VIR) FY Earnings Call Presentation
2026-01-14 23:45
Corporate Overview Presentation January 2026 2026 Vir Biotechnology, Inc. 1 Legal disclaimer Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements. Such forward-looking statements include, without limitation, statements regarding: the therapeutic and commercial potential of Vir Biotechnology's CHD program, as well as Vir Biotechnology's strategy, plans and expectations related thereto; the therapeutic and commercial potential of ...
CVRx (NasdaqGS:CVRX) FY Earnings Call Presentation
2026-01-14 23:45
Market Opportunity & Prevalence - The prevalence-based market opportunity for Barostim is estimated at $10.5 billion in the U S HFrEF market[8, 9] - Heart failure affects nearly 6.7 million adults in the U S [10] - The company is less than 1% penetrated into its addressable market[36] Clinical Efficacy & Safety - Barostim implantation has a 97% freedom from major complications rate[54, 56] - Barostim shows a clinically relevant 94% response rate[58] - Real-world evidence demonstrates an 85% relative reduction in hospital visits per year post-Barostim implant (average 1 92 years) compared to pre-implant (12 months)[67, 68] Financial Performance & Guidance - Preliminary Q4 2025 worldwide revenue is $15 9–$16 1 million[104] - Preliminary 2025 worldwide revenue is $56 5–$56 7 million, with a gross margin of 84%-86%[104, 105] - The company expects total revenue between $63 0 million and $67 0 million for the full year of 2026[108] Growth Strategy - The company's strategy focuses on improving salesforce productivity, driving deep adoption in targeted centers, and addressing barriers to adoption[70, 71] - The company is focusing therapy awareness efforts on the clinicians and patients that surround targeted centers[84] - The company has received IDE approval for BENEFIT-HF, a potential landmark randomized controlled trial (RCT) in HF, with a trial size of 2,500 patients[94, 95]
Absci (NasdaqGS:ABSI) FY Earnings Call Presentation
2026-01-14 23:45
GENERATIVE AI DRUG CREATION 2026 J.P. MORGAN HEALTHCARE CONFERENCE GENERATIVE AI DRUG CREATION Disclaimers COPYRIGHT© 2026 ABSCI CORPORATION | ALL RIGHTS RESERVED 2 FORWARD - LOOKING STATEMENTS Statements contained in this press release regarding matters that are not historical facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expres ...