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Sionna Therapeutics (NasdaqGM:SION) FY Conference Transcript
2026-01-13 18:47
Sionna Therapeutics (NasdaqGM:SION) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsCharlotte McKee - CMOElena Ridloff - CFOBhavana Balakrishnan - Investment Banking AssociateMike Cloonan - President and CEOConference Call ParticipantsNone - Analyst 2None - Analyst 1Bhavana BalakrishnanGood morning, everybody. Thank you so much for joining us here on Day 2 of the J.P. Morgan Healthcare Conference. My name is Bhavana Balakrishnan. I am an associate with the Healthcare Investment Banking team. ...
ACADIA Pharmaceuticals (NasdaqGS:ACAD) FY Conference Transcript
2026-01-13 18:47
ACADIA Pharmaceuticals (NasdaqGS:ACAD) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsElizabeth Thompson - Head of R&DCatherine Owen Adams - CEOThomas Garner - Chief Commercial OfficerMark Schneyer - CFOConference Call ParticipantsTessa Romero - Senior Biotech AnalystTessa RomeroWelcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tess Romero, and I'm one of the Senior Biotech Analysts here at JPMorgan. Our next presenting company is ACADIA Pharmaceuticals, and pr ...
Royalty Pharma (NasdaqGS:RPRX) FY Conference Transcript
2026-01-13 18:47
Royalty Pharma (NasdaqGS:RPRX) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsChris Schott - Managing DirectorPablo Legorreta - Founder & CEONone - Company RepresentativeConference Call ParticipantsNone - AnalystChris SchottGood morning, everybody. I'm Chris Schott at JPMorgan, and it's my pleasure to be introducing Royalty Pharma today. It's a really unique business in our view, a company that's helping finance a lot of the innovation that's occurring across the biopharma space. From the co ...
LendingTree (NasdaqGS:TREE) FY Conference Transcript
2026-01-13 18:47
LendingTree (NasdaqGS:TREE) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsScott Peyree - CEOAndrew Wessel - Head of Investor RelationsConference Call ParticipantsNone - AnalystMayank Tandon - AnalystMayank TandonHello everyone. My name is Mayank Tandon, and I cover fintech at Needham. I'd like to welcome LendingTree to our conference. We have Scott Peyree, the CEO, and Andrew Wessel, Head of Investor Relations. Thank you for joining us. Scott PeyreeNice to be here. Thank you.Mayank TandonTe ...
EVgo (NasdaqGS:EVGO) FY Conference Transcript
2026-01-13 18:47
EVgo (NasdaqGS:EVGO) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsBadar Khan - CEOConference Call ParticipantsChristopher - Senior AnalystChristopherOkay. I think we're good to start. Welcome, everyone, to the afternoon session of day one of the 28th Annual Needham Growth Conference. My name is Chris Pierce with the Needham Research Team. It's my pleasure to introduce Badar Khan, CEO of EVgo. Badar, I'd like to give you 30 seconds, a minute or so, just kind of introduce yourself, talk abou ...
Oric Pharmaceuticals (NasdaqGS:ORIC) FY Conference Transcript
2026-01-13 18:47
Oric Pharmaceuticals (NasdaqGS:ORIC) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsJacob Chacko - MD President, CEO, and Board MemberConference Call ParticipantsNone - AnalystAnupam Rama - Managing Director and Senior Equity AnalystAnupam RamaAll right, let's go ahead and get started. Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I'm one of the senior biotech analysts here at JPMorgan. I'm joined by my squad, Rathi Pinhei, Priyanka Grover, and ...
Sandoz Group (OTCPK:SDZN.Y) FY Conference Transcript
2026-01-13 18:47
Sandoz Group (OTCPK:SDZN.Y) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsRemco Steenbergen - CFOPeter Testa - DirectorKaren King - Global Head of Investor RelationsRichard Saynor - CEOConference Call ParticipantsNone - AnalystModeratorGood morning and welcome to the Sandoz session of the 44th JPMorgan Healthcare Conference. My name is Fearne Bon Nelson. I'm an analyst here at JPMorgan on the European Pharma and Biotech team, and today it's my pleasure to welcome CEO of Sandoz, Richard Sayn ...
Novo Nordisk (NYSE:NVO) FY Conference Transcript
2026-01-13 18:47
Novo Nordisk (NYSE:NVO) FY Conference January 13, 2026 12:45 PM ET Company ParticipantsMike Doustdar - CEOConference Call ParticipantsRichard Vosser - European Pharma AnalystRichard VosserWelcome to the Novo Nordisk session at the 26th J.P. Morgan Healthcare Conference. I'm Richard Vosser, European Pharma Analyst at J.P. Morgan, and it's my great pleasure to welcome the new CEO of Novo, Mike Doustdar. He's been CEO for about five months and has been spending that time looking at the strategy, revising the s ...
reAlpha Tech (NasdaqCM:AIRE) Update / briefing Transcript
2026-01-13 18:02
Summary of ReAlpha Tech (NasdaqCM:AIRE) Update - January 13, 2026 Company Overview - **Company**: ReAlpha Tech - **Industry**: Real Estate and Mortgage Technology - **Focus**: Utilization of AI in mortgage and real estate operations Key Points and Arguments AI Implementation in Operations - ReAlpha is focusing on practical applications of AI in mortgage and real estate, emphasizing its real-world value rather than abstract concepts [1][2] - AI is being used to automate workflows, process large volumes of data, and enhance customer interactions, moving from basic automation to more sophisticated applications [12][13] Leadership and Expertise - Mike Logozzo, CEO, and Vijay Ratnakar, CTO, lead the company with extensive backgrounds in finance, technology, and enterprise systems [2][3] - Ratnakar emphasizes the importance of building systems that leverage technology to create value, rather than technology itself being the value driver [8][9] Challenges in the Real Estate Sector - The complexity of the real estate and mortgage industry arises from the need to handle sensitive personal information, regulatory compliance, and data from multiple independent sources [16][17] - AI deployment in this sector requires a focus on traceability and explainability to meet regulatory standards [29][30] AI as a Core Infrastructure - ReAlpha views AI as the operating system of the company, integrating it into various touchpoints and workflows to enhance efficiency and scalability [21][22] - The company is focused on building a compliant operating system that can withstand regulatory scrutiny while improving operational efficiency [30] Evaluating AI Initiatives - Key metrics for assessing AI projects include throughput, accuracy, and cost reduction. Successful initiatives should process more deals faster and with fewer errors [23][24] - The company aims to avoid "vanity projects" that do not contribute to core business objectives or competitive advantage [24][25] Future Outlook and Innovation - ReAlpha is committed to continuous innovation, with a focus on developing new products and business models that leverage AI across the entire lifecycle of operations [32][33] - The company is optimistic about the potential of AI to transform the home buying and financing process, aiming for rapid deployment of new features and improvements [31][32] Additional Important Insights - The discussion highlighted the misconception that AI will replace human jobs; instead, it is seen as a tool to eliminate repetitive tasks, allowing employees to focus on complex decision-making [26][27] - The company is actively engaging with investors and stakeholders, promising transparency and updates on developments, especially regarding AI products [35][36] This summary encapsulates the key discussions and insights from the ReAlpha Tech update, focusing on the integration of AI in the real estate and mortgage industry, the challenges faced, and the company's strategic direction.
Agilent Technologies (NYSE:A) FY Conference Transcript
2026-01-13 18:02
Agilent Technologies (NYSE:A) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsPadraig McDonnell - President and CEOConference Call ParticipantsCasey Woodring - AnalystCasey WoodringAll right, great. Welcome, everybody, to the JPMorgan Healthcare Conference. I'm Casey Woodring from the Life Science Tools and Diagnostics team. Please be joined by the management team of Agilent. Porg will go through the corporate presentation here, then we'll leave time for Q&A afterwards. Floor is yours.Padraig ...