Open Text (NasdaqGS:OTEX) 2025 Conference December 02, 2025 04:15 PM ET Company ParticipantsTom Jenkins - Executive Chair and Chief Strategy OfficerConference Call ParticipantsSeth Gilbert - AnalystSeth GilbertMy name is Seth Gilbert. I'm one of the SMID software analysts here at UBS. Today we have the honor and the privilege of chatting with Tom Jenkins. Tom was the CEO of OpenText from 1994-2005. Now he's the Chief Strategy Officer and also the Executive Chair of the Board since 1998. So there might be no ...

Central Garden & Pet Company (NasdaqGS:CENT) 2025 Conference December 02, 2025 04:10 PM ET Company ParticipantsNiko Lahanas - CEOConference Call ParticipantsAndrew Hovanes - AnalystNone - AnalystNone - AnalystNoneAppreciate you all for joining us. My name is Bill Reuter. I cover high-yield consumer products at Bank of America. The first initiation report I ever wrote in 2005 was on Central Garden & Pet Company.Niko LahanasNo way.Yeah, yeah. So this was the beginning of my journey, which has now been a prett ...

Outfront Media (NYSE:OUT) 2025 Conference December 02, 2025 04:10 PM ET Company ParticipantsMatt Siegel - CFOConference Call ParticipantsMarlane Pereiro - High-Yield Cable and Media AnalystMarlane PereiroEveryone, and thank you for joining us. My name is Marlane Pereiro. I'm the High-Yield Cable and Media Analyst at Bank of America. I'm happy to have with us this afternoon from OUTFRONT Media, Matt Siegel. Thank you for joining us.Matt SiegelThanks for having me.Marlane PereiroIt's a pleasure. You know, I w ...

Q3 Fiscal 2026 Financial Results December 2, 2025 Forward Looking Statements and Non-GAAP Information This presentation contains forward-looking statements regarding our products, business and operations, including but not limited to our views relating to our future period financial and business results, our opportunity relating to hyperscale and AI environments, our ability to meet hyperscalers' performance, price and other requirements, our ability to expand with our current hyperscale customer and to lan ...

Summary of Supernus Pharmaceuticals FY Conference Call Company Overview - **Company**: Supernus Pharmaceuticals (NasdaqGM:SUPN) - **Event**: 37th Annual Piper Sandler Healthcare Conference - **Date**: December 02, 2025 Key Points Industry and Product Focus - **Product in Focus**: APO-go, a treatment for movement disorders, particularly for patients with advanced Parkinson's disease [1][2] - **Market Demand**: There is significant demand for APO-go, with physicians expressing strong support for the product despite current supply constraints [3][4] Supply Chain Challenges - **Current Situation**: The existing manufacturer is facing capacity issues, unable to meet the overwhelming demand for APO-go [5][6] - **Resolution Efforts**: Supernus is exploring multiple avenues to resolve supply constraints, including discussions with the FDA and potential partnerships with alternative suppliers [2][3][10] - **Timeline for Solutions**: Onboarding a new manufacturer could take several months to a year, depending on regulatory approvals and readiness [7][8][9] Patient Demand and Enrollment - **Patient Enrollment Forms (PEFs)**: Despite supply issues, physicians continue to submit PEFs, indicating ongoing interest in APO-go [14][15] - **Patient Demographics**: Initial demand is primarily from patients with advanced Parkinson's disease who have limited treatment options [19][20] Financial Projections - **Sales Estimates**: Initial peak sales estimates for APO-go are projected between $200 million and $300 million, which may need to be revisited once supply issues are resolved [20][21] - **Long-term Outlook**: The long-term potential for APO-go remains strong, as it offers a unique treatment option not available in the current market [21][22] Competitive Landscape - **Market Competition**: APO-go faces competition from other products like Vyalev and Apokyn, but it serves a different purpose as a rescue medication [25][26] - **Product Differentiation**: APO-go is positioned as a unique treatment option, distinct from traditional therapies like Levodopa [21][22] New Product Developments - **Zurzuvae**: Another product in the portfolio targeting postpartum depression, with significant market potential as it addresses a large unmet need [32][33] - **Sales Strategy**: The sales force is primarily targeting OB-GYNs, with potential for expansion based on market response [34][36] M&A and Future Strategy - **M&A Focus**: Supernus is prioritizing commercial-stage assets and is open to acquiring later-stage development programs [47][48] - **Partnership with Biogen**: There is potential for discussions regarding the buyout of Biogen's 50% stake in Zurzuvae, although both companies are currently committed to the brand [46] Financial Synergies - **Cost Synergies**: Supernus anticipates realizing up to $200 million in annualized synergies from the acquisition of Sage Therapeutics [42] Research and Development - **Early-stage Assets**: Supernus is evaluating early-stage assets from Sage and its own pipeline to determine which programs to advance [43][44] Conclusion Supernus Pharmaceuticals is navigating significant supply chain challenges with its APO-go product while maintaining strong demand and interest from healthcare providers. The company is also expanding its product portfolio with Zurzuvae and exploring strategic M&A opportunities to enhance its market position.

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Summary of Day One Biopharmaceuticals FY Conference Call Company Overview - **Company**: Day One Biopharmaceuticals (NasdaqGS:DAWN) - **Focus**: Developing new medicines for life-threatening diseases, particularly cancer, with an emphasis on pediatric patients [4][4] Key Products and Programs - **Ojemda**: - Approved in April 2024 for relapsed or refractory pediatric low-grade glioma (PLGG) - Exceeded initial expectations and has driven significant growth in 2024 and 2025 [4][4] - Aims to become the standard of care in the second-line treatment for PLGG patients with BRAF alterations [8][8] - **Day 301**: - A PTK7-targeted antibody-drug conjugate currently in phase 1A trial [5][5] - **Mersana Therapeutics Acquisition**: - Agreement to acquire Mersana for the MELE program, targeting adenoid cystic carcinoma (ACC), which has significant unmet medical needs [5][5] Market Insights and Learnings - **Ojemda Launch**: - The launch has been successful with extraordinary access and reimbursement for both on-label and off-label patients [10][10] - Physicians' experiences significantly influence treatment decisions due to the lack of rigorous clinical research in this area [13][13] - **Clinical Data**: - Follow-up data on Ojemda has shown promising results, with 77% of patients not requiring additional systemic therapy after 24 months of treatment [17][17] - The three-year data set is expected to address long-term efficacy and treatment duration questions [16][16] Future Growth Opportunities - **FIREFLY-2 Trial**: - Expected to complete enrollment in the first half of 2026, with data anticipated in mid-2027 [40][40] - **Day 301 Updates**: - Further data expected in 2026, with a focus on establishing expansion arms based on initial dose escalation results [48][48] - **Mersana Acquisition**: - Anticipated to close in early Q1 2026, with updates on the MELE program expected in the same year [42][42] Financial Considerations - **Investment in Mersana**: - Total investment for the registrational trial and associated costs is projected to be at or below $200 million, which aligns well with the company's size and potential opportunity [70][70] Strategic Direction - **Business Development**: - The company plans to remain active in business development to expand its pipeline, focusing on programs that fit strategically and can provide short-term value [74][74] Conclusion - Day One Biopharmaceuticals is positioned for growth with its innovative therapies targeting significant unmet needs in pediatric oncology, particularly through the successful launch of Ojemda and the strategic acquisition of Mersana Therapeutics. The company is focused on leveraging clinical data to enhance physician adoption and drive future growth.

Summary of MBX Biosciences FY Conference Call Company Overview - **Company**: MBX Biosciences (NasdaqGS:MBX) - **Focus**: Development of innovative therapies for hypoparathyroidism and obesity Key Points Industry and Product Development - **Hypoparathyroidism Treatment**: The company is advancing its lead program, once-weekly canbuparatide, which has shown promising Phase 2 AVAIL top-line data with a 79% treatment response at six months, surpassing the 69% response of a once-daily competitor [2][15][22] - **Regulatory Engagement**: MBX plans to engage with the FDA for an end-of-year meeting in Q1 2026 to discuss the Phase 3 global registration study, expected to start in Q3 2026 [1][3][5] - **Device Innovation**: The upcoming Phase 3 study will utilize a new single-use, patient-friendly injector device, which has received positive feedback from patients [5][9] Clinical Data and Efficacy - **Phase 2 Results**: The Phase 2 study demonstrated a significant increase in treatment response from 63% at 12 weeks to 79% at six months, indicating strong efficacy [15][22] - **Placebo Expectations**: The company anticipates a low placebo response in the Phase 3 study, similar to the once-daily competitor's 5% placebo rate [22] Market Research Insights - **Physician Feedback**: Market research indicates that physicians view MBX's product profile as best in class, with a preference for the once-weekly dosing due to convenience and efficacy [27][28] - **Patient Interest**: High enthusiasm was noted among patients for the once-weekly treatment, with 94% of participants opting to enter a two-year open-label extension study [33] Future Catalysts - **Upcoming Data**: The company expects to release one-year data from the AVAIL study in Q2 2026, which will include urine calcium and bone biomarker data [34][36] - **EMA and FDA Pathways**: The regulatory pathways for EMA and FDA are expected to be similar, with no anticipated differences in endpoints [37][42] Obesity Program Development - **GLP-1/GIP Agonist**: The company is also developing a differentiated GLP-1/GIP agonist, with a focus on once-monthly dosing and improved tolerability using PEP technology [42][46] - **Phase 1 Study**: A 12-week study is planned to assess weight loss and tolerability, with results expected in Q4 2026 [47][49] Financial Position - **Funding and Runway**: MBX has raised approximately $200 million, providing a cash runway into 2029 to support ongoing clinical programs and discovery efforts [69] Additional Important Insights - **Patient-Centric Approach**: The company emphasizes the importance of patient convenience and tolerability in its product offerings, which is a key factor in physician prescribing behavior [27][28] - **Unmet Medical Need**: The company is addressing significant unmet needs in both hypoparathyroidism and post-bariatric hypoglycemia, with no approved pharmacotherapy currently available for the latter [64][66]

Alphatec (NasdaqGS:ATEC) FY Conference December 02, 2025 04:00 PM ET Company ParticipantsPat Miles - CEOTodd Koning - CFOConference Call ParticipantsMatt O'Brien - Medtech AnalystMatt O'BrienAll righty. Good afternoon. Thanks, everybody, for joining us. My name is Matt O'Brien. I'm one of the med tech analysts here at Piper. Very excited and pleased, and thank you so much for coming all the way across country with the Alphatec management team here. On my left here, we've got Todd, who's the CFO, and then Pa ...

December 2, 2025 Forward-looking statements & non-GAAP financial measures This presentation contains forward-looking statements that involve risks, uncertainties, and assumptions, including statements regarding Box's expectations regarding its growth and profitability, the size of its market opportunity, its investments in go-to-market programs, the demand for its products, the potential of AI and its impact on Box, the timing of recent and planned product introductions, enhancements and integrations, the s ...