Company Overview - The Company has a multi-channel gaming presence with 7,276 slot/electronic gaming machines, 222 gaming tables, and 2,153 hotel rooms across 17 properties in the USA, Canada, and Europe[12] - The Company's management team owns 15% of CNTY and has extensive experience in operating casinos across multiple countries[12] Financial Performance & Leverage - Net Operating Revenue for Q3 2024 was $155.7 million, a decrease of 3% compared to $161.2 million in Q3 2023[35] - Adjusted EBITDAR for Q3 2024 was $32.9 million, a decrease of 1% compared to $33.3 million in Q3 2023[35] - The Company anticipates Debt Leverage to trend towards 40X by the end of 2025[40] - The Company's total principal debt is $339.6 million and net debt is $220.9 million as of September 30, 2024[39] Growth & Expansion - The Company's Caruthersville, MO permanent land-based casino and hotel project was completed in November 2024, funded by VICI[12, 102] - The Caruthersville project cost approximately $51.9 million, funded by VICI, and will increase rent under the Master Lease by approximately $4.2 million (8%) per year[107] - The Company is targeting $602 million in revenue and $111 million in Adjusted EBITDAR for 2024, with goals of $651 million in revenue and $150 million in Adjusted EBITDAR for 2025[110]

Summary of Stoke Therapeutics FY Conference Call Company Overview - **Company**: Stoke Therapeutics (NasdaqGS:STOK) - **Industry**: Biotechnology, focusing on genetic diseases, specifically Dravet syndrome and other haploinsufficient diseases Key Points and Arguments Leadership Transition - Ian Smith transitioned from interim CEO to full-time CEO, having been associated with Stoke for nearly three years, including roles as a board member and advisor [2][3] Product and Pipeline - The primary focus is on a treatment for Dravet syndrome, a genetic disorder characterized by severe seizures due to a lack of NAV1.1 protein in the brain, caused by a mutated SCN1A gene [6][10] - The treatment aims to upregulate the NAV1.1 protein, addressing the root cause of the disease, leading to significant reductions in seizure frequency (up to 80-85% median reduction) and potential improvements in neurodevelopment [10][11] - The company is currently in Phase 3 trials, with a pipeline that includes other haploinsufficient diseases in Phase 1 or preclinical stages [4][6] Clinical Data and Efficacy - The treatment has shown sustained and durable reductions in seizures over nearly four years, which is unique compared to traditional anti-seizure medications [10][14] - Cognitive and behavioral improvements have been observed, with children showing enhanced communication and motor skills as measured by the Vineland 3 score [11][12] - The safety profile is generally well-tolerated, with 90% of patients from the Phase 1/2 study continuing into the open-label extension (OLE) study [13][14] Phase 3 Study Details - The Phase 3 study includes a six-week screening period, with a primary endpoint focused on seizure reduction at week 28 and secondary endpoints at week 52 [19][20] - The study is well-powered with a 90% confidence level for a 0.01 result, and over 25 patients have been dosed so far [20][23] - Full enrollment of 170 patients is expected by the second half of 2026, with data readout anticipated in the second half of 2027 [23][24] Regulatory and Commercial Strategy - The company received breakthrough therapy designation from the FDA for the treatment of Dravet syndrome in December 2024, acknowledging the safety and efficacy profile [25][26] - A multidisciplinary meeting with the FDA is scheduled for December to discuss the drug's mechanism of action and safety data, with the potential to expedite the approval pathway [25][27] - The commercial opportunity for Dravet syndrome is significant, with an estimated 15,000 to 20,000 diagnosed patients in the U.S. and a similar number outside the U.S. [31][32] Other Programs - The company is also developing a treatment for Autosomal Dominant Optic Atrophy (ADOA) in Phase I, targeting the OPA1 gene to improve mitochondrial function and vision [34][35] - A preclinical program for SYNGAP1, which involves seizures and neurodevelopment issues, is expected to have a development candidate by early 2026 [37] Financial Health - The company reported a strong financial position with approximately $400 million in cash, expected to fund operations through mid-2028, including the Phase 3 study and other programs [38] Additional Important Information - The treatment's administration involves lumbar puncture, which may lead to transient elevations in cerebrospinal fluid (CSF) protein, but no clinical manifestations have been observed [15][16] - The company is focused on educating the advocacy community and key opinion leaders to drive demand for the study [23][24]

AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker2Good afternoon, ladies and gentlemen, and welcome to the AngloGold Ashanti 2025 Q3 results. All participants will be in listen-only mode. The question-and-answer session will follow the formal presentation. If you should require operator assistance during the call, please signal by keying in star and then zero on your telephone keypad. Please note that this event is being recorded. I would now hand you over to Mr. Stewar ...

BioNTech (NasdaqGS:BNTX) R&D Day November 11, 2025 09:00 AM ET Speaker0By Anne Marie Hannakamp, our Chief Commercial Officer. So with that, I'm excited to hand over to Ugar and welcome him to the stage to talk to you about our unique approach to innovation.Speaker1Thank you, Dan. Yes.Speaker2Good morning, everyone. I would like to welcome you also on behalf of my colleagues here in the Times Square. What we would like to do is before going really into the details, we would like to discuss give you a status ...

AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to the AngloGold Ashanti twenty twenty five Q3 Results. All participants will be in listen only mode. A question and answer session will follow the formal presentation. Please note that this event is being recorded. I would now hand you over to Mr.Stuart Bailey. Please go ahead.Speaker1Thanks, Judith. It's good morning, good afternoon, everybody. Welcome to the Q3 results ...

Mako Mining (OTCPK:MAKO.F) 2025 Conference November 11, 2025 09:00 AM ET Speaker0Next up, I'm excited to introduce Akiba Leisman. He's the CEO over at Mako Mining. Personally, quite curious to get an update as they recently expanded into the U.S. Akiba, I think you should be right there. Thank you so much for joining us.Speaker1Hi, thanks, Guy. Hi, my name is Akiba Leisman. I am the CEO of Mako Mining. As the slide says, we are fully funded gold growers in the Americas. We just recently completed a roughly ...

Tidewater (NYSE:TDW) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker7Thank you for standing by. My name is Liz, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Tidewater Q3 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone ke ...

Financial Highlights - SFL announced a dividend of $0.20 per share for the quarter[5, 25] - The company reported a net income of $9 million, resulting in earnings per share of $0.07[5] - Gross revenue reached $178 million[5] - Adjusted EBITDA was $113 million[5] Contracted Revenue and Backlog - The company has a contracted backlog of $40 billion[5, 8, 25] - Approximately 67% of the contracted backlog is with investment-grade counterparties[8] Fleet and Operations - The company's portfolio includes 30 container vessels, 18 tankers, 7 car carriers, and 2 energy assets[8] - The average charter term for container vessels is 72 years, for tankers 67 years, for car carriers 35 years, and for energy assets 33 years[8] - Utilization rates for container vessels, car carriers, tankers, and dry bulk vessels were all at 100%[11] - The company invested approximately $100 million in vessel efficiency upgrades since 2023[5] Balance Sheet and Capital Expenditure - The company's cash and cash equivalents at the end of the quarter were $278 million[22, 25] - The company has approximately $44 million of undrawn credit lines[23] - Remaining capital expenditures of $850 million are expected on five large container newbuildings[23]

Q3 2025 Earnings Call Today's Presenters © Copyright 2025 Workhorse. Confidential & Proprietary | 2 Rick Dauch CEO, Workhorse Bob Ginnan CFO, Workhorse November 11, 2025 Stan March VP, Corporate Development, Workhorse • 30+ years of automotive industry experience • 19 years serving in CEO roles • Multiple public and private board memberships • 25+ years of senior finance and leadership experience • Refined capital structures for firms in multiple industries • Executed multiple accounting and information tec ...

Westport Fuel Systems (NasdaqGS:WPRT) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Speaker2Good day, and welcome to Westport's Q3 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star 11 again. Please be ad ...