2025 Baird Global Industrial Conference Bill Presley, President and Chief Executive Officer Jon Douyard, Chief Financial Officer Gentherm, Inc. | November 11, 2025 Proprietary © Gentherm Gentherm is a global market leader of innovative thermal management and pneumatic comfort technologies Forward-Looking Statements Except for historical information contained herein, statements in this presentation are forward-looking statements that are made by Gentherm Incorporated (the "Company") pursuant to the safe harb ...

Westport Fuel Systems (NasdaqGS:WPRT) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsDan Sceli - CEOElizabeth Owens - CFOAshley Nuell - VP of Investor RelationsConference Call ParticipantsRob Brown - Senior Research AnalystEric Stine - Senior Research AnalystChris Dendrinos - Equity Research AnalystOperatorGood 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 ...

AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsGillian Doran - CFOAlberto Calderon - CEOStewart Bailey - Head of Investor RelationsOperatorGood 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 ...

Summary of Soleno Therapeutics FY Conference Call Company Overview - **Company**: Soleno Therapeutics (NasdaqCM: SLNO) - **Industry**: Healthcare, specifically focusing on treatments for Prader-Willi Syndrome (PWS) and hyperphagia Key Financial Highlights - **Revenue**: Doubled to **$66 million** in the latest quarter [6] - **Cash Flow**: Achieved cash flow positive status [6] - **Market Share**: Captured **10%** of the total addressable market (TAM) within the first six months of launch [8][9] Core Insights and Arguments - **Market Expectations**: There was a disconnect between market expectations and actual performance, with investors expecting more immediate results from start forms [6][7] - **Start Forms Cadence**: Anticipated a steady increase in start forms over time, with normalization observed after an initial bullish phase [8][11] - **Long-term Market Potential**: The drug is projected to become a **billion-dollar** product in the near future [9] - **Buyback Program**: Announced a **$100 million** buyback program due to perceived undervaluation of the company's stock [10] Patient and Physician Engagement - **Discontinuation Rates**: Most discontinuations occur during the initial titration phase, often due to side effects such as peripheral edema and hyperglycemia [14][15] - **Education Initiatives**: Emphasis on educating both physicians and families to improve treatment adherence and understanding of the drug [16][17] - **Real-world Efficacy**: Maximal effects of the drug may take **six to nine months** to manifest, with early signs of efficacy being meaningful for patients [18] Market Dynamics - **Comorbidities Awareness**: Increased recognition among healthcare providers regarding the complexity of PWS and the need for careful patient management [20][24] - **Physician Education**: Ongoing efforts to enhance physician education through peer-to-peer interactions and expert consultations [32] European Market Strategy - **Regulatory Process**: Engaged with the European Medicines Agency (EMA) and expects a decision by **Q2** of the following year [35][37] - **Launch Preparation**: Plans to potentially launch in Europe independently, starting with Germany, while also considering partnerships [38] Coverage and Access - **Insurance Coverage**: Expanded coverage to **132 million lives**, with expectations to reach **80%** coverage in 12 to 18 months post-launch [42] - **Payment Success**: Positive payment trends observed from state Medicaid programs and major pharmacy benefit managers [42] Additional Considerations - **Patient Weight Trends**: Anticipated that patient weight may trend higher in the commercial setting compared to clinical trials [43] - **Dosing Strategy**: Patients will be titrated based on weight bands, with higher doses expected for larger patients [45] This summary encapsulates the key points discussed during the Soleno Therapeutics FY Conference Call, highlighting the company's performance, market strategy, and ongoing efforts to engage with healthcare providers and patients.

AngloGold Ashanti (NYSE:AU) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsStewart Bailey - Chief Corporate Affairs and Sustainability OfficerAlberto Calderón - CEOGillian Doran - CFO and Executive DirectorOperatorGood 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 ...

Tidewater (NYSE:TDW) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsQuintin Kneen - President, CEO, and DirectorSam Rubio - CFOPiers Middleton - COOJosh Jayne - Managing DirectorFredrik Stene - VP of Equity and Credit ResearchWes Gotcher - SVP of Strategy, Corporate Development, and Investor RelationsConference Call ParticipantsJim Rollyson - Director and Equity Research AnalystGreg Clements - AnalystOperatorThank you for standing by. My name is Liz, and I'll be your conference oper ...

Financial Data and Key Metrics Changes - Westport reported revenue of $1.6 million for Q3 2025, a decline from $4.9 million in the same quarter last year [4] - Adjusted EBITDA for the quarter was negative $5.9 million, compared to negative $0.8 million in Q3 2024 [5] - Net loss from continuing operations was $10.4 million for the quarter, compared to a net loss of $6 million in the same quarter last year [6] - Cash and cash equivalents totaled $33.1 million as of September 30, 2025, reflecting a significant increase from the sale of the light-duty business [9] Business Line Data and Key Metrics Changes - High-pressure controls and systems revenue for Q3 2025 was $1.6 million, a slight decrease from Q3 2024 [8] - Sospira generated $19.3 million in Q3 2025, up 19% from the same period last year [9] - Gross profit for Sospira was negative $1.1 million for Q3 2025, compared to negative $0.2 million in Q3 2024 [9] Market Data and Key Metrics Changes - The global truck market is expected to reach 1.95 million units in 2025 [17] - The long-haul truck market is focusing on total cost of ownership, with natural gas being an affordable alternative to diesel fuel [18] Company Strategy and Development Direction - The divestiture of the light-duty segment is aimed at simplifying the business and focusing on core heavy-duty and alternative fuel systems [12] - Westport is pursuing strategic market expansion via technological leadership in heavy-duty transportation and truck OEMs [16] - The company is focused on reducing capital expenditures by 60% and SG&A by 15% in 2026 to enhance shareholder value [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's future, highlighting the strengthened balance sheet and the strategic return to core operations [18] - The company is capitalizing on renewed market momentum, especially regarding the use of natural gas as a transport fuel in North America [15] Other Important Information - The transition of production lines from Italy to Canada and China is ongoing, with expectations for initial production by the end of the year [8] - The company incurred one-time costs of approximately $1 million for severance and restructuring during the quarter [7] Q&A Session Summary Question: Can you provide more detail on the new OEM development with Sospira? - Management indicated that the development cycle should be shorter due to proven technology, with feedback expected from the OEM by mid-2026 [24][25] Question: What are the capital needs for the Sospira joint venture over the next 12 months? - Management confirmed that additional capital will be needed next year as part of a three-year build-out plan for the joint venture [36] Question: When do you expect to have manufacturing fully moved out of Italy? - Management stated that manufacturing is completely out of Italy, with equipment installation in Canada and China expected to be completed by year-end [37] Question: What is the timeline for the CNG solution deployment? - Management clarified that the CNG solution is being developed for North America, with initial steps involving demonstration fleets before commercialization [45][46] Question: Is the engineering revenue recognized in the quarter ongoing or one-time? - Management confirmed that the engineering revenue is ongoing, as it involves development work for hydrogen systems from OEM customers [47]

Tidewater (NYSE:TDW) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsQuintin Kneen - President, CEO, and DirectorSam Rubio - CFOPiers Middleton - COOJosh Jayne - Managing DirectorFredrik Stene - VP of Equity and Credit ResearchWes Gotcher - SVP of Strategy, Corporate Development, and Investor RelationsConference Call ParticipantsJim Rollyson - Director and Equity Research AnalystGreg Clements - AnalystOperatorThank you for standing by. My name is Liz, and I'll be your conference oper ...

Fermi (NasdaqGS:FRMI) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsRich Anderson - Managing DirectorMiles Everson - CFONone - Company RepresentativeToby Neugebauer - CEOConference Call ParticipantsNick Amicucci - VP and Equity Research AnalystPaul Golding - Digital commercial AnalystSteven Gengaro - Managing Director and Senior Equity Research AnalystAndrew Fisher - Senior Utilities AnalystJohn Hodulik - Media and Telecom AnalystJoe Brent - Senior Research AnalystSkye Landon - Res ...

NeurAxis (NYSEAM:NRXS) Q3 2025 Earnings Call November 11, 2025 09:00 AM ET Company ParticipantsBrian Carrico - CEOBen Shamsian - Head of Investor RelationsTim Henrichs - CFOConference Call ParticipantsChase Knickerbocker - AnalystOperatorToday, and thank you for standing by. Welcome to the NeurAxis Reports' third quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a que ...