Crown Castle Inc. (NYSE:CCI) 2024 RBC Capital Markets Global Communications Infrastructure Conference September 24, 2024 11:00 AM ET Company Participants Daniel Schlanger - CFO Conference Call Participants Jonathan Atkin - RBC Capital Markets Jonathan Atkin I want to welcome back Dan Schlanger, the Chief Financial Officer of Crown Castle. Appreciate your spending time with us. Daniel Schlanger Yes, thanks for having us. It's great to be back here. Question-and-Answer Session Q - Jonathan Atkin I think, mayb ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Investor Briefing at Fal.Con September 18, 2024 2:00 PM ET Company Participants Maria Riley - VP, IR Burt Podbere - CFO George Kurtz - President, CEO & Co-Founder Michael Sentonas - President Daniel Bernard - Chief Business Officer Conference Call Participants Saket Kalia - Barclays Gabriela Borges - Goldman Sachs John DiFucci - Guggenheim Securities Ittai Kidron - Oppenheimer Joseph Gallo - Jefferies Joel Fishbein - Truist Securities Hamza Fodderwala - Morgan Stanle ...

Company and Industry Key Points **1. Tolebrutinib Phase 3 Data**: * **GEMINI 1 and 2 Trials**: Phase 3 trials evaluating Tolebrutinib in relapsing MS compared to Teriflunomide. No significant difference in annualized relapse rate, but a 29% risk reduction in confirmed disability worsening at six months with Tolebrutinib vs. Teriflunomide [7-13]. * **HERCULES Trial**: Phase 3 trial evaluating Tolebrutinib in non-relapsing secondary progressive MS. 31% risk reduction in time to six-month confirmed disability progression and 88% increase in six-month confirmed disability improvement vs. placebo [21-25]. * **Liver Safety**: 5.6% of Tolebrutinib-treated patients experienced liver enzyme elevation >3x upper limit of normal. All cases resolved without sequelae and occurred within the first 90 days of treatment [17-19, 27-28]. **2. Tolebrutinib's Mechanism of Action**: * Tolebrutinib appears to have a clear effect on reducing disability accumulation, independent of relapse rate or focal inflammatory disease. This suggests a potential for a new standard of care in SPMS [18, 20, 30]. **3. Frexalimab**: * Frexalimab, a CD40-Ligand inhibitor, is being investigated for MS. Phase 2 data shows promising results with low ARR and stable EDSS [36-37]. **4. Sanofi's Commitment to MS**: * Sanofi has a strong commitment to MS and is developing a comprehensive portfolio of treatments, including Tolebrutinib, Frexalimab, and other molecules [33-37]. Additional Important Points **1. Regulatory Approval**: * Sanofi plans to submit regulatory filings for Tolebrutinib in SPMS and is working on FDA labeling strategies [76-77]. **2. Patient Access**: * Sanofi aims to accelerate approval and make Tolebrutinib available to patients as soon as possible [32, 33]. **3. Future Research**: * Sanofi plans to conduct further research on Tolebrutinib and Frexalimab, including subgroup analyses and studies in other MS populations [95-97].

Teva Pharmaceuticals Industries Limited (NYSE:TEVA) Bank of America Global Healthcare Conference September 18, 2024 3:15 AM ET Company Participants Richard Francis - President & CEO Conference Call Participants Jason Gerberry - BofA Securities Jason Gerberry Thank you, Richard, for joining us here at the BofA Global Healthcare Conference in London. My name is Jason Gerberry. I'm one of the SMID cap biotech and specialty pharma analysts. And so pleased to be introducing our next company presenter, Teva Pharm ...

Biogen Inc. (NASDAQ:BIIB) Cantor Fitzgerald Global Healthcare Conference Call September 18, 2024 1:20 PM ET Company Participants Chuck Triano - Head, Investor Relations Conference Call Participants Eric Schmidt - Cantor Fitzgerald Eric Schmidt Good afternoon, everyone. If you could take a seat? My name is Eric Schmidt, and my pleasure to host this next fireside chat with Biogen. We're delighted to have with us today Chuck Triano, who heads the IR group there at Biogen. Chuck, thank you very much for joining ...

Company and Industry Overview * **Company**: Ermenegildo Zegna N.V. (NYSE:ZGN) * **Industry**: Luxury fashion and accessories * **Timeframe**: H1 2024 * **Key Challenges**: Deep normalization phase in the luxury sector, volatile and challenging global environment Core Points and Arguments * **One Brand Strategy**: Zegna is doubling down on its One Brand strategy, focusing on targeted audience engagement, evolving clientele experience, and transforming collections into iconic products. * **VILLA Zegna New York**: Launched to celebrate Zegna's heritage and engage with value customers through immersive experiences and exclusive events. * **Thom Browne**: Significant changes and reinforcement of the management team, with a focus on strengthening the organization in China, headquarters, and other regions. * **Tom Ford**: Haider Ackermann appointed as new Creative Director, expected to contribute to the brand's long-term ambition. * **Filiera**: Continued investment in Filiera to strengthen production capacity and resilience. * **China**: Challenging and volatile environment, but with positive traction from potential and loyal customers. Plans for store development and expansion are being reconsidered. * **Financial Results**: 6% revenue growth year-over-year driven by Zegna brand and Tom Ford consolidation. Gross profit margin improved by 220 bps to 66.4%. Adjusted EBITDA down 33% compared to H1 2023 due to top-line decline at Thom Browne and costs at Tom Ford Fashion. * **Investments**: Continued investment in key projects, including the new shoe factory in Parma, Italy, and store network expansion. Other Important Points * **Channel Mix**: Direct-to-consumer (DTC) revenue generated 76% of branded revenues, up from 72% a year ago. * **Inventory Management**: Improved inventory management contributed to the gross profit margin improvement. * **Marketing Expenses**: Increased to 7% of revenues due to events and fashion shows in the first half of the year. * **Capital Expenditures (CapEx)**: Reached EUR60 million in H1 2024, with a focus on store network expansion and production investments. * **Trade Working Capital**: Reached EUR476 million at the end of June, with stable trade receivables and inventory levels. * **Net Financial Indebtedness**: Reached EUR66 million at the end of June due to the acquisition of a stake in Thom Browne and the Korean businesses in Zegna and Thom Browne.

Merck & Co., Inc. (NYSE:MRK) Bank of America Global Healthcare Conference September 18, 2024 6:40 AM ET Company Participants Joseph Romanelli - President, Human Health International Peter Dannenbaum - Head of Investor Relations Conference Call Participants Chen Yang - Bank of America Chen Yang Thank you for attending our Global Healthcare Conference. Today, I have the pleasure to host Joe Romanelli, President of Human Health International; and Peter Dannenbaum, Head of Investor Relations. My name is Charlie ...

First High-School Education Group Co., Ltd. (OTCQB:FHSEY) H1 2024 Earnings Conference Call September 18, 2024 8:00 AM ET Company Participants Tommy Zhou - Chief Financial Officer Operator Good day, ladies and gentlemen. Thank you for standing by and welcome to the First High-School Education Group First Half 2024 Unaudited Financial Results Earnings Conference Call. Currently, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session and instructions will follow at tha ...

AstraZeneca PLC (NASDAQ:AZN) Meet the Management at ESMO 2024 Conference September 16, 2024 2:00 PM ET Company Participants Pascal Soriot - Chief Executive Officer Susan Galbraith - EVP, Oncology R&D Thomas Powles - Professor of Genitourinary Oncology; Director, Barts Cancer Centre Sunil Verma - SVP, Global Head, Oncology Franchise Dave Fredrickson - EVP, Oncology Business Matt Hellmann - VP, Early Oncology Development Cristian Massacesi - Chief Medical Officer, Chief Development Officer Oncology Melissa Sc ...

Snap Inc. (NYSE:SNAP) Annual Snap Partner Summit Call September 17, 2024 1:00 PM ET Company Participants Evan Spiegel - Chief Executive Officer & Co-Founder Ceci Mourkogiannis - Head, Products Brooke Berry - Head, Creator Development Sophia Dominguez - Director, AR Platform Bobby Murphy - Chief Technology Officer Evan Spiegel Welcome, everybody. We are so excited to kick-off the Snap Partner Summit. Thank you so much for joining us today. How's everyone doing? This year, we're doing things a little bit diff ...