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Apogee Therapeutics (NasdaqGM:APGE) Earnings Call Presentation
2026-01-06 13:00
Title text 2 Zumilokibart (APG777) Asthma Phase 1b Interim Results January 6, 2026 Disclaimers and Forward-looking Statements This presentation contains certain "forward-looking statements" within the meaning of applicable securities laws. Other than statements of historical facts, all statements included in this presentation are forward-looking statements, including statements about the potential for zumilokibart (APG777) in asthma; Apogee's plans for its current and future product candidates and programs; ...
Alumis (NasdaqGS:ALMS) Earnings Call Presentation
2026-01-06 13:00
Envudeucitinib ONWARD1 and ONWARD2 Phase 3 Topline Readout Analyst and Investor Webcast – January 6, 2026 1 Forward-Looking Statements This presentation contains forward looking statements within the meaning of federal securities laws, including the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. Such statements are based upon current plans, estimates and expectations of management of Alumis Inc. ("Alumis") in light of historical results and trends, current conditions and p ...
Viridian Therapeutics (NasdaqCM:VRDN) Earnings Call Presentation
2026-01-06 12:00
Pipeline and Milestones - Viridian aims to be a leading autoimmune company, starting with thyroid eye disease (TED)[6] - Viridian plans to submit a MAA for veligrotug in Q1 2026 and anticipates a PDUFA target date of June 30, 2026[19] - Topline data for REVEAL-1 (active TED) is expected in Q1 2026, and REVEAL-2 (chronic TED) in Q2 2026 for elegrobart[19] - An IND submission for an anti-TSHR subcutaneous product is anticipated in Q4 2026[10, 16, 19] - VRDN-008 healthy volunteer data is expected in 2H 2026[16, 19] Veligrotug (Anti-IGF-1R; Intravenous) - Veligrotug has a PDUFA target date of June 30, 2026, with Priority Review designation[10, 16, 18, 25] - In the THRIVE trial for active TED, veligrotug showed a 70% proptosis responder rate compared to 5% for placebo (p < 00001)[33, 95, 97] - In the THRIVE-2 trial for chronic TED, veligrotug showed a 56% proptosis responder rate compared to 8% for placebo (p < 00001)[35, 118] - 70% of proptosis responders in the THRIVE trial maintained their response at Week 52[33, 110, 111] Elegrobart (VRDN-003; Anti-IGF-1R; Subcutaneous) - Pivotal readouts for elegrobart in active TED REVEAL-1 study in Q1 2026 and chronic TED REVEAL-2 study in Q2 2026[10] - Phase 1 data showed an extended half-life of 40-50 days and approximately 4-fold increase in IGF-1 levels with subcutaneous elegrobart[134, 135] Financials - Viridian had $888 million in cash as of October 31, 2025, which, along with near-term DRI milestones and anticipated future revenues, is expected to fund current business plans through profitability[20] - The company secured access to up to approximately $900 million in capital in 2025[13] Market Opportunity - The annualized TED market is approximately $2 billion[10, 43] - The market sizes of MG and CIDP alone are projected to be over $112 billion by 2030[84, 85]
MSC Industrial Direct (NYSE:MSM) Earnings Call Presentation
2026-01-06 12:00
MSC INDUSTRIAL SUPPLY CO. INVESTOR PRESENTATION FISCAL 2026 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS Statements in this presentation may constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. All statements, other than statements of present or historical fact, that address activities, events or developments that MSC expects, believes or anticipates will or may occur in the future, including statements about results of operations and financial conditio ...
DNB Bank (OTCPK:DNBB.Y) Earnings Call Presentation
2026-01-06 07:00
Debt Investor Presentation 6 January 2026 Contents 2 ▪ DNB – A brief overview ▪ The Norwegian economy ▪ Financial targets, performance and capital ▪ Loan book and asset quality ▪ ESG and sustainability ▪ Funding ▪ Appendices: ▪ Green bond framework ▪ Cover pool portfolio information and LCR eligibility ▪ ESG and digitalisation DNB – A brief overview 3 Jan - Sept 2025 Highlights ▪ Impairments NOK -1 950 mill 4 ▪ Resilient and solid earnings ▪ Pre-tax operating profit before impairment NOK 41 979 mill ▪ Profi ...
AMD (NasdaqGS:AMD) 2026 Earnings Call Presentation
2026-01-06 02:30
AI Market and Applications - AI is pervasive, with an estimated 5 billion people using AI daily within 5 years[14] - AI is expanding from cloud to personal computing and edge devices[18] - AI model innovation is accelerating compute demand, with training flops increasing 4x every year[28] AMD's AI Solutions for Data Center - AMD is building a blueprint for yotta scale infrastructure[31] - The AMD "Helios" AI Rack features 2.9 Exaflops of AI compute, 31 TB of HBM4 memory, and 43 TB/s scale out bandwidth[38] - AMD Instinct MI455X offers a 10x performance increase compared to MI355X[40] - AMD is extending its leadership roadmap with the next-gen MI500 series, targeting a >1000x AI performance increase in 4 years[52] AMD's AI Solutions for PCs - AMD is at the forefront of AI PC innovation, introducing the first x86 NPU[60] - AMD Ryzen AI 400 Series powers next-generation AI PCs, offering up to 1.3x faster multitasking and 1.7x faster content creation compared to Intel Core Ultra 9 288V[66] - AMD Ryzen AI Max+ demonstrates up to 1.4x faster AI performance compared to Apple Macbook Pro M5[77] and up to 1.8x faster content creation[78] - AMD Ryzen AI Max+ achieves up to 1.7x-1.8x tokens/sec per dollar compared to Nvidia DGX Spark in AI development tasks[81] AMD's Broader Impact - AMD powers over 1 billion gamers & creators[90] - AMD is the compute foundation for modern science, contributing to climate forecasting with an 85% reduction in time to generate forecasts[111] and antibody optimization[119]
NVIDIA (NasdaqGS:NVDA) 2026 Earnings Call Presentation
2026-01-05 21:00
Open Model Ecosystem - NVIDIA leads the open model ecosystem [14, 100] - 80% of startups are building on open models [10] - 1-in-4 OpenRouter tokens are generated by open models [10] AI Performance and Benchmarks - NVIDIA's Llama Nemotron Nano VL 8B achieves 70.2% in Text 4 Recognition, 69.1% in Text 4 Referring, 61.8% in Text 4 Spotting, 81.4% in Relation 4 Extraction, 39.2% in Element A Parsing, 31.9% in Mathematical 4 Calculation, and 73.1% in Visual Unders A [20] - nvidia/canary-gwen-2.5b achieves an average WER of 5.63 [26] New NVIDIA Technologies - NVIDIA announces Alpamayo, an open reasoning VLA for autonomous vehicles [61, 65] - NVIDIA ships full-stack AV on 2025 Mercedes Benz CLA [68] - NVIDIA Vera CPU features 88 custom Olympus cores, 176 threads, 1.8 TB/s NVLink-C2C, 1.5 TB system memory, 1.2 TB/s LPDDR5X, and 227 billion transistors [120] - NVIDIA Rubin GPU offers 50 PFLOPS NVFP4 Inference (5X Blackwell), 35 PFLOPS NVFP4 Training (3.5X), 22 TB/s HBM4 Bandwidth (2.8X), 3.6 TB/s NVLink Bandwidth per GPU (2X), and 336 billion transistors (1.6X) [122] - NVIDIA ConnectX-9 Spectrum-X SuperNIC provides 800 Gb/s Ethernet, programmable RDMA, line-speed encryption, and 23 billion transistors [125] - NVIDIA BlueField-4 offers 800G Gb/s DPU, 64 Core Grace CPU, 6X Compute, 2X Networking, 3X Memory BW, and 126 Billion Transistors [127] - NVIDIA NVLink 6 Switch scales up fabric with 3.6 TB/s per-GPU bandwidth and 108 billion transistors [131] - NVIDIA Vera Rubin NVL72 achieves 3.6 EFLOPS NVFP4 Inference (5X Blackwell), 2.5 EFLOPS NVFP4 Training (3.5X), 54 TB LPDDR5X Capacity (3X), 20.7 TB HBM Capacity (1.5X), 1.6 PB/s HBM4 Bandwidth (2.8X), 260 TB/s Scale-Up Bandwidth (2X), and 220 Trillion Transistors (1.7X) [134] - NVIDIA Spectrum-X Ethernet Co-Packaged Optics scales to 102.4 Tb/s with 200G silicon photonics and 352 billion transistors [136]
Whitecap Resources (OTCPK:SPGY.F) 2026 Earnings Call Presentation
2026-01-05 15:00
Company Overview - Whitecap's market capitalization is approximately $14 billion[9] and enterprise value is around $17 billion[13] - The company's 2026 production guidance is 372,500 boe/d[9], with an expected funds flow of $3.3 billion[9] and a capital budget of $2.05 billion[9] - Whitecap targets a total shareholder return of 10%-15% annually[14] Financial Strength - The company has a low leverage ratio of approximately 1.0x Net Debt / Funds Flow[9] and an investment-grade credit rating of BBB by DBRS[18] - Whitecap has $3.3 billion in net debt[28], with 50% fixed interest rate debt and 50% variable interest rate debt[28] - The company targets a payout ratio of 20%-25% for its base dividend[20], with an annual dividend of $0.73 per share[9] Asset Portfolio - Whitecap has a diversified asset base with approximately 10,500 inventory locations, split between 55% conventional and 45% unconventional[35] - The company holds approximately 1,500,000 acres of Montney & Duvernay rights[43] and has approximately 4,700 Montney & Duvernay locations in inventory[43] - The company estimates 5,800 primarily light oil conventional drilling locations[17]
Neumora Therapeutics (NasdaqGS:NMRA) Earnings Call Presentation
2026-01-05 13:00
NMRA-511 Phase 1b Study Results - NMRA-511 Phase 1b study is for Alzheimer's Disease (AD) Agitation [2] - The company is focused on redefining neuroscience drug development [4] - Alzheimer's disease affects approximately 7 million U S adults in 2024, and this number is expected to increase to 13 million by 2050 [12] - Over 70% of people with Alzheimer's Disease experience agitation at some point [12] - NMRA-511 demonstrated a 15 7-point reduction in CMAI total score at Week 8 [47] NMRA-511 Clinical Trial and Safety - In the NMRA-511 Phase 1b study, 40 participants were in the NMRA-511 group and 40 in the placebo group [45] - 45% of the NMRA-511 group were male, compared to 37 5% in the placebo group [45] - 67 5% of the NMRA-511 group were White, compared to 75% in the placebo group [45] - Protocol-defined medication non-adherence was observed in 17 5% of the NMRA-511 group [45] - The company plans to initiate a multiple ascending dose extension in 2026 to enable higher dosing [61]
Whitecap Resources (OTCPK:SPGY.F) Earnings Call Presentation
2026-01-05 12:00
Company Overview - Whitecap's market capitalization is approximately $14 Billion[3] - The company's 2026 production guidance is 372,500 boe/d[3] - Whitecap anticipates $3.3 Billion in funds flow for 2026[3] - The 2026 capital budget is projected at $2.05 Billion[3] - Net debt as of September 30th, 2025, was $3.3 Billion, with a Net Debt / Funds Flow ratio of 1.0x[3] - The annual dividend is $0.73 per share ($0.0608/month)[3] Strategy and Operations - The company targets a total shareholder return of 10%-15% annually[8] - Whitecap plans for 3%-5% per share production growth per annum, dependent on commodity prices[14] - The company aims for a base dividend payout ratio of 20%-25%[14] - Whitecap's 2026 budget anticipates 3% production growth[22] - At a WTI price of US$60/bbl, 2026 funds flow sensitivity is $3.3 Billion[22] - At a WTI price of US$60/bbl, the company plans to allocate $2.1 Billion to capital budget, $0.9 Billion to base dividend and $0.3 Billion to share repurchases/debt reduction[26]