Bio-Techne (NasdaqGS:TECH) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsTavon Wilson - Associate in the Healthcare GroupKim Kelderman - CEOTavon WilsonGood morning and welcome to the second day of the J.P. Morgan Healthcare Conference here in San Francisco. My name is Tavon Wilson. I'm an associate in the healthcare group based in New York. I'm pleased to introduce and host the Bio-Techne team here: Kim Kelderman, the CEO, and Jim Himpel, to my right, who's the CFO. Kim?Kim KeldermanOh, th ...

Kymera Therapeutics (NasdaqGM:KYMR) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsNello Mainolfi - CEOConference Call ParticipantsNone - Analyst 2Brian Cheng - Senior Biotech AnalystNone - Analyst 1Brian ChengGood morning, everyone. Thanks for joining us for another session at the 44th J.P. Morgan Healthcare Conference. I'm Brian Chang. I'm one of the senior biotech analysts here at the firm. On stage, we have the CEO from Kymera Therapeutics, Nello Mainolfi. I'll now pass the mic to their ...

Manning & Napier (NYSE:MN) Update / briefing January 13, 2026 12:00 PM ET Company ParticipantsJay Welles - Head of Core EquitiesJim Morrow - CEOMarc Bushallow - Managing Director of Fixed IncomeJeff Ingraham - Managing Director of Portfolio StrategiesJeff IngrahamHi everyone, welcome to our 2026 Capital Markets Outlook webinar, where we'll talk about markets and what we're seeing in the economy, and then get into some of the changes and opportunities that we are seeing in financial markets. And of course, n ...

Nuvalent (NasdaqGS:NUVL) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsNone - CEOConference Call ParticipantsAnupam Rama - Senior Biotech AnalystAnupam RamaWelcome, everybody, 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 Pillai, Joyce Zhao, and Priyanka Grover. Our next presenting company is Nuvalent, and presenting on behalf of the company we have CEO Jim Porter. Jim.Thanks, ...

Cardinal Health (NYSE:CAH) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsJason Hollar - CEOAaron Alt - CFOLisa Gill - Head of Healthcare ServicesLisa GillGood morning. My name is Lisa Gill, and I head healthcare services here at J.P. Morgan. It is with great pleasure this morning that we have Cardinal Health presenting. For Cardinal Health will be CEO Jason Hollar. Post Jason's presentation, he will join myself and CFO Aaron Alt for some questions. With that, let me turn it over to Jason.Ja ...

Viatris (NasdaqGS:VTRS) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsPhilippe Martin - Head of R&DScott Smith - CEOCorinne Le Goff - Chief Commercial OfficerNone - Company RepresentativeConference Call ParticipantsChris Schott - AnalystChris SchottMorning. I'm Chris Schott at J.P. Morgan, and it's my pleasure to be hosting this fireside discussion this morning with Viatris. We're going to have a quick presentation from CEO Scott Smith, and then we're going to open up to a Q&A session with ...

Boston Scientific (NYSE:BSX) FY Conference January 13, 2026 12:00 PM ET Company ParticipantsMike Mahoney - Chairman and CEOKen Stein - Senior VP and Chief Medical OfficerJon Monson - EVP and CFOConference Call ParticipantsRobbie Marcus - Medtech Senior AnalystRobbie MarcusHello, everyone. Welcome. I'm Robbie Marcus, the MedTech Analyst at JPMorgan. Really happy to host Boston Scientific. We have Mike Mahoney, CEO, Jon Monson, CFO, and Dr. Stein, Chief Medical Officer. We're going to do a fireside chat here. ...

Onto Innovation (NYSE:ONTO) FY Conference Summary Company Overview - **Company**: Onto Innovation (NYSE:ONTO) - **Event**: 28th Annual Needham Growth Conference - **Date**: January 13, 2026 Key Industry Insights - **AI Impact**: AI is a significant driver in the semiconductor industry, with NVIDIA projecting a 40% CAGR over the next few years, influencing demand and supply dynamics [6][7] - **Revenue Ties**: In 2025, 61% of Onto's revenue was derived from customers directly supporting the AI supply chain, indicating a strong correlation with AI growth [7] - **Market Outlook**: The outlook for 2026 is expected to be at least 10% stronger in the first half compared to the second half of 2025, reflecting improved customer sentiment [7] Product and Technology Developments - **AI Value Chain**: Onto is positioned in several areas of the AI value chain, including Gate-All-Around nodes, advanced packaging inspection, and 3D metrology [8][9] - **New Technologies**: The company is focusing on co-packaged optics and charge metrology, which are expected to contribute significantly to revenue growth, with an estimated additional opportunity of $1 billion [10][12] - **Dragonfly Platform**: The Dragonfly G3 has seen less decline than expected, with new applications being added. The upcoming Dragonfly G5 is expected to enhance resolution and throughput significantly [14][15] Financial Performance and Projections - **Operating Margin Improvement**: Onto aims for at least a 30% improvement in operating margin for 2026, driven by overseas manufacturing, new product value, and synergies from the SDI acquisition [18][19] - **Revenue Growth Drivers**: Growth is anticipated from advanced nodes and packaging, particularly in HBM and AI-related applications [21][30] Market Position and Competitive Landscape - **OSAT Engagement**: Onto is benefiting from the outsourcing of capabilities to OSATs, which are increasingly involved in AI packaging, enhancing Onto's market position [23][24] - **Lithography Business**: The JetStep system for panel-level packaging is gaining traction, with customers recognizing the importance of inline process control [25][27] Geopolitical Considerations - **China Exposure**: Onto's limited exposure to China provides some protection against geopolitical volatility, while the shift of manufacturing to Asia is expected to enhance engagement with Chinese customers [32][34] Customer Engagement and Value Proposition - **Value Quantification**: Onto emphasizes the importance of solving customer problems through reliable measurements and faster processing, which justifies their pricing strategy [36] - **Sustainable Advantage**: The company's understanding of customer challenges and its ability to address complex issues in packaging and inspection are seen as key differentiators in maintaining a competitive edge [37] Conclusion Onto Innovation is strategically positioned to leverage the growth in AI and advanced semiconductor technologies, with a strong focus on enhancing product capabilities and improving operational efficiencies. The company is optimistic about its growth trajectory in 2026, driven by innovative technologies and a robust market demand.

EverQuote (NasdaqGM:EVER) FY Conference January 13, 2026 11:45 AM ET Company ParticipantsJoseph Sanborn - CFOConference Call ParticipantsMayank Tandon - AnalystMayank TandonMy name is Mayank Tandon. I cover fintech at Needham. I'd like to welcome Joseph Sanborn from EverQuote, the CFO. Joseph, thank you for joining us.Joseph SanbornThank you. Great to be back.Mayank TandonYes. Well, you guys are here every year, and we appreciate that very much. So, Joseph, maybe I'll kick things off with just a more broad ...

Archer Aviation (NYSE:ACHR) FY Conference January 13, 2026 11:45 AM ET Company ParticipantsAdam Goldstein - CEOConference Call ParticipantsNone - AnalystChris Pierce - Senior AnalystChris PierceGood morning, everyone. Welcome to the 20th Annual Needham Growth Conference. My name is Chris Pierce with the Needham Research Team. It's my pleasure to welcome Adam Goldstein, CEO, Archer Aviation. Why don't you give us 30 seconds to on company history, why you decided to start the company, then we can move into so ...