Xenon Pharmaceuticals (NasdaqGM:XENE) Update / briefing March 09, 2026 08:00 AM ET Company ParticipantsAndrew Tsai - SVPBrian Abrahams - Global Managing Director and Sector Head Healthcare ResearchChristopher Kenney - Chief Medical OfficerColleen Alabiso - SVP of Corporate AffairsDarren Cline - Chief Commercial OfficerIan Mortimer - President and CEOPaul Matteis - Managing Director and Head of Biotech ResearchConference Call ParticipantsBrian Skorney - Senior Research AnalystJoseph Thome - Managing Director ...

Recursion Pharmaceuticals 2026 Conference Summary Company Overview - **Company**: Recursion Pharmaceuticals (NasdaqGS:RXRX) - **Date**: March 09, 2026 - **Focus**: Technology-enabled drug discovery, particularly in oncology and immunology Key Points Strategic Focus - Recursion is concentrating on three strategic areas: 1. Doubling down on proof points 2. Surgical investments in the platform 3. Pairing ambition with discipline [1][2][4] Pipeline Management - The company is implementing rapid go/no-go decisions across its programs, emphasizing data-driven decision-making [1][2] - The portfolio is showing increased velocity, synthesizing 90% fewer compounds to reach advanced candidates in about half the time compared to industry standards [2][4] Financial Guidance - For 2026, Recursion expects a gross burn of less than $390 million, excluding inflows from partnerships [6][7] - The company aims to maintain transparency and provide significant updates to annual guidance when necessary [6][7] Partnership Dynamics - Recursion has crossed over half a billion in upfront and milestone payments from partnerships, including significant contributions from Roche and Sanofi [11][12][16] - The Roche partnership focuses on novel targets, with $60 million received in milestones for two datasets [12] - Sanofi's partnership includes five different targets, with potential milestones of $343 million per program [16] Operational Efficiency - The company has reduced pro forma expenses by 35% and is focused on ensuring every dollar contributes to value creation [21][22] - Recursion has made significant investments in its wet and dry lab capabilities, which are crucial for generating high-quality datasets [29][32] Data Strategy - Recursion emphasizes the importance of proprietary data, holding 40 petabytes of data that enhances its drug discovery capabilities [32][54] - The company is actively seeking partnerships to enhance its data assets, focusing on depth and quality of datasets rather than just breadth [53][55] Talent Acquisition - The company faces challenges in recruiting talent proficient in both AI and drug discovery, emphasizing the need for "bilingual talent" [40][41] - Retaining talent involves creating a culture that values both scientific and AI expertise equally [44] Market Positioning - Recursion believes there is ample opportunity in drug discovery, as only about 3% of the genome has an approved drug, indicating a vast untapped market [64][65] - The company aims to leverage its unique data and technology stack to maintain a competitive edge in the industry [62][68] Future Financing - Recursion is exploring various financing options, including partnerships and potential equity or debt instruments, while maintaining a focus on non-dilutive capital [47][49] - The company is positioned to pivot quickly based on pipeline results, which will influence its financing strategy [47][48] Additional Insights - The integration of AI in drug discovery is seen as a critical differentiator for Recursion, allowing for more efficient and effective R&D processes [32][68] - The company is committed to continuous innovation and operational excellence, ensuring that investments are future-facing and aligned with strategic goals [22][29] This summary encapsulates the key discussions and insights from the Recursion Pharmaceuticals conference, highlighting the company's strategic direction, operational efficiencies, and market opportunities.

Certara (NasdaqGS:CERT) 2026 Conference March 09, 2026 08:00 AM ET Company ParticipantsJohn Gallagher - CFOMike Cherney - Senior Managing Director, Healthcare Technology and DistributionMike CherneyOkay. I think we're ready. Are we good or? Yeah. Okay. Great. Good morning, everyone. Welcome to the first session of Leerink Partners Global Healthcare Conference. I'm Mike Cherney, the healthcare tech and distribution analyst. It's my pleasure to have with us Certara, John Gallagher, our CFO, David Deichler, do ...

Investor Presentation This presentation contains forward-looking statements. These statements include descriptions regarding the intent, belief or current expectations of the Company or its officers and may be recognized by the use of words such as "anticipate," "expects," "plans," "will," "estimates," "projects," "intends," "believe," "will" or words of similar meaning. Such forward-looking statements are based on assumptions that are inherently subject to significant risks and uncertainties, including tho ...

BioMarin Pharmaceutical Conference Call Summary Company Overview - **Company**: BioMarin Pharmaceutical (NasdaqGS: BMRN) - **Date**: March 09, 2026 - **Key Speakers**: Brian Mueller (CFO), Cristin Hubbard (CCO) Key Points Industry and Company Performance - BioMarin reported a **13% revenue growth** in 2025, with the Skeletal Conditions unit (including VOXZOGO) growing by **26%** and Enzyme Therapies by **9%** [4][5] - The company anticipates **high single-digit growth** for both Skeletal Conditions and Enzyme Therapies in 2026 [4] Strategic Growth Pillars - BioMarin's corporate strategy is built on three pillars: **growth, innovation, and value commitment** [4] - The company is preparing for the **Amicus acquisition** in Q2 2026, which is expected to enhance its portfolio with two high-growth products in rare genetic conditions [5] Product Pipeline and Innovations - Recent approval of **PALYNZIQ** for adolescents and upcoming **Phase 3 data readouts** for VOXZOGO in hypochondroplasia and BMN 401 for ENPP1 deficiency [5][6] - Ongoing development of **BMN 351** for Duchenne muscular dystrophy and **BMN 333**, a long-acting CNP for achondroplasia [6] Market Dynamics and Patient Retention - BioMarin is focused on patient retention for VOXZOGO, emphasizing that **efficacy and safety** are key factors influencing caregivers' decisions to switch therapies [10][11] - Approximately **two-thirds** of KOLs and caregivers believe that switching therapies is unlikely if patients are doing well on current treatments [11] Achondroplasia Market Insights - The company is working to build a broader health narrative around achondroplasia beyond just growth, focusing on overall health benefits [12][14] - BioMarin has a long history with VOXZOGO, having started its development program over **15 years ago**, and is now filing for full approval based on long-term data [20] Hypochondroplasia Opportunity - The Phase 3 trial for hypochondroplasia is expected to yield data in the **first half of 2026**, with strong enrollment indicating market excitement [25][26] - The company is focusing on **disease awareness** and improving the diagnosis journey for hypochondroplasia patients [28][30] Amicus Acquisition and Market Expansion - The acquisition of Amicus is expected to enhance BioMarin's market presence, with **Galafold** currently available in **40 countries** and BioMarin operating in **80** [38] - The integration of Amicus products is anticipated to unlock additional value through deeper market penetration and improved diagnosis efforts [39][43] Financial Projections - The Amicus acquisition may be slightly dilutive in **2026** but is expected to be accretive in the first 12 months and substantially accretive thereafter [45] - BioMarin expects **VOXZOGO revenues** in the second half of 2026 to exceed the first half, primarily due to international order timing [64][66] Manufacturing and Operational Strategy - BioMarin is recognized for its high-quality manufacturing capabilities and plans to leverage these skills for Amicus products, particularly POMP [51][53] Clinical Data and Future Expectations - Upcoming data cuts for **BMN 351** and pivotal Phase 3 data for **ENPP1 deficiency** are anticipated, with a focus on patient diagnosis and treatment initiation [54][57] Conclusion BioMarin Pharmaceutical is positioned for continued growth through strategic acquisitions, a robust product pipeline, and a commitment to enhancing patient care in rare genetic conditions. The company is focused on leveraging its manufacturing expertise and expanding its market presence while maintaining a strong emphasis on patient retention and treatment efficacy.

Recursion Pharmaceuticals (NasdaqGS:RXRX) 2026 Conference March 09, 2026 08:00 AM ET Company ParticipantsBen Taylor - CFONajat Khan - CEO and PresidentConference Call ParticipantsMani Foroohar - Senior Managing Director and Biotechnology AnalystMani ForooharGood morning. You're at the first annual Third Conference. Welcome to my adopted hometown here in Miami. We're glad to have you guys from CSP News. I am Mani Foroohar, Senior Analyst, Genetic Medicines here at Leerink Partners. I have, of course, Taylor. ...

The Coca-Cola Company (NYSE:KO) 2026 Conference March 09, 2026 08:00 AM ET Company ParticipantsJohn Murphy - President and CFOConference Call ParticipantsFilippo Falorni - Beverages, Household Products, and Personal Care AnalystFilippo FalorniGreat. Good morning, everyone. This is Filippo Falorni, Citi's Beverages, Household Products and Personal Care Analyst. I'm very happy to kick off Citi's 2026 Global Consumer and Retail Conference with The Coca-Cola Company. We have John Murphy, President and CFO at Th ...

Certara (NasdaqGS:CERT) 2026 Conference March 09, 2026 08:00 AM ET Company ParticipantsJohn Gallagher III - CFOConference Call ParticipantsMike Cherny - Senior Research Analyst of Healthcare Technology and DistributionMike ChernyGreat. Good morning, everyone. Welcome to the first session of the Leerink Partners global healthcare conference. I'm Mike Cherny, the Healthcare Tech and Distribution Analyst. It's my pleasure to have with us Certara, John E. Gallagher III, our CFO, David Deuchler, does IR, sitting ...

Amex GBT Q4 & FY 2025 Earnings Presentation March 9, 2026 GBT Travel Services UK Limited (GBT UK) and its authorized sublicensees (including Ovation Travel Group, Egencia, and CWT) use certain trademarks and service marks of American Express Company or its subsidiaries (American Express) in the "American Express Global Business Travel" and "American Express GBT Meetings & Events" brands and in connection with its business for permitted uses only under a limited license from American Express (Licensed Marks) ...

Universal Health Services (NYSE:UHS) 2026 Conference March 09, 2026 08:00 AM ET Company ParticipantsDarren Lehrich - VP of Investor RelationsSteve Filton - EVP and CFOWhit Mayo - Senior Managing DirectorWhit MayoAll right, I think we're good. Okay, good morning. Thanks for joining us, everyone. I'm Whit Mayo. I cover healthcare providers and managed care for Leerink. This is day two of the Global Healthcare Conference. I'm pleased to be joined with Steve Filton and Darren Lehrich. Steve, you've got an annou ...