Permian Resources (PR) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:48
Permian Resources Corporation (NYSE:PR) Q3 2024 Results Conference Call November 7, 2024 10:00 AM ET Company Participants Hays Mabry - VP, IR Will Hickey - Co-CEO James Walter - Co-CEO Guy Oliphint - CFO Conference Call Participants Neal Dingmann - Truist Securities Scott Hanold - RBC John Freeman - Raymond James Neil Mehta - Goldman Sachs Gabe Daoud - TD Cowen John Abbott - Wolfe Research Zach Parham - JPMorgan Leo Mariani - ROTH MKM Oliver Huang - TPH Kevin MacCurdy - Pickering Energy Partners Phillips Jo ...
UMH Properties(UMH) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:46
UMH Properties, Inc. (NYSE:UMH) Q3 2024 Earnings Conference Call November 7, 2024 10:00 AM ET Company Participants Craig Koster – Executive Vice President and General Counsel Eugene Landy – Founder and Chairman Samuel Landy – President and Chief Executive Officer Anna Chew – Executive Vice President and Chief Financial Officer Brett Taft – Executive Vice President and Chief Operating Officer Conference Call Participants Rob Stevenson – Janney Gaurav Mehta – Alliance Global Partners Rich Anderson – Wedbush C ...
Euronav NV(CMBT) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:38
Cmb.Tech NV (NYSE:CMBT) Q3 2024 Earnings Conference Call November 7, 2024 9:00 AM ET Company Participants Alexander Saverys - Chief Executive Officer Ludovic Saverys - Chief Financial Officer Joris Daman - Head of Investor Relations Enya Derkinderen - Communications Coordinator Conference Call Participants Kristof Samoy - KBC Securities Frode Morkedal - Clarksons Alexander Saverys Good afternoon, good morning, good evening, everyone. Welcome to the CMB.TECH Third Quarter Earnings Call. My name is Alexander ...
TransDigm(TDG) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:34
TransDigm Group Incorporated (NYSE:TDG) Q3 2024 Earnings Conference Call November 7, 2024 11:00 AM ET Company Participants Jaimie Stemen - Director, Investor Relations Kevin Stein - President and Chief Executive Officer Joel Reiss - Co-Chief Operating Officer Sarah Wynne - Chief Financial Officer Mike Lisman - Co-Chief Operating Officer Conference Call Participants Sheila Kahyaoglu - Jefferies David Strauss - Barclays Gautam Khanna - TD Cowen Ron Epstein - Bank of America Robert Stallard - Vertical Research ...
CoreCivic(CXW) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:32
CoreCivic, Inc. (NYSE:CXW) Q3 2024 Earnings Conference Call November 7, 2024 9:30 AM ET Company Participants Mike Grant - Managing Director of Investor Relations Damon Hininger - President and Chief Executive Officer David Garfinkle - Chief Financial Officer Conference Call Participants Jason Weaver - JonesTrading M. Marin - Zacks Investment Research, Inc. Brian Violino - Wedbush Securities Joe Gomes - Noble Capital Markets Greg Gibas - Northland Securities Kirk Ludtke - Imperial Capital, LLC Ben Briggs - S ...
NOW(DNOW) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:30
DNOW Inc (NYSE:DNOW) Q3 2024 Results Conference Call November 7, 2024 9:00 AM ET Company Participants Brad Wise - Vice President, Digital Strategy and IR David Cherechinsky - President & Chief Executive Officer Mark Johnson - SVP & Chief Financial Officer Conference Call Participants Nathan Jones - Stifel Jeff Robertson - Water Tower Research Brad Wise We appreciate you joining us, and thank you for your interest in DNOW. With me today is David Cherechinsky, President and Chief Executive Officer; and Mark ...
American States Water pany(AWR) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:25
American States Water Company (NYSE:AWR) Q3 2024 Earnings Conference Call November 7, 2024 2:00 PM ET Company Participants Robert Sprowls - President and Chief Executive Officer Eva Tang - Senior Vice President in Finance and Chief Financial Officer Conference Call Participants Jonathan Reeder - Wells Fargo Operator Ladies and gentlemen, thank you for standing by. Welcome to the American States Water Company Conference call discussing the company’s Third Quarter 2024 Results. The call is being recorded. If ...
DENTSPLY SIRONA(XRAY) - 2024 Q3 - Earnings Call Transcript
2024-11-07 20:02
DENTSPLY SIRONA Inc. (NASDAQ:XRAY) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Andrea Daley - Vice President of Investor Relations Simon Campion - President and Chief Executive Officer Glenn Coleman - Executive Vice President and Chief Financial Officer Rich Rosenzweig - Executive Vice President, Corporate Development, General Counsel and Secretary Conference Call Participants David Saxon - Needham & Company Kevin Caliendo - UBS Jeffrey Johnson - Baird Jason Bednar - Pi ...
Alamos Gold (AGI) - 2024 Q3 - Earnings Call Transcript
2024-11-07 19:49
Alamos Gold Inc (NYSE:AGI) Q3 2024 Results Conference Call November 7, 2024 11:00 AM ET Company Participants Scott Parsons - Senior Vice President of Investor Relations John McCluskey - President & Chief Executive Officer Greg Fisher - Chief Financial Officer Luc Guimond - Chief Operating Officer Scott Parsons - Vice President, Exploration Conference Call Participants Cosmos Chiu - CIBC Operator Good morning. I'll now turn the call over to Scott Parsons, Alamos Senior Vice President of Investor Relations. P ...
Intellia Therapeutics(NTLA) - 2024 Q3 - Earnings Call Transcript
2024-11-07 19:49
Financial Data and Key Metrics - Cash, cash equivalents, and marketable securities were approximately $944.7 million as of September 30, 2024, compared to $1 billion as of December 31, 2023, driven by $335 million used to fund operations [24] - Collaboration revenue was $9.1 million in Q3 2024, down from $12 million in Q3 2023, primarily due to reduced revenue from the AvenCell license and collaboration agreement [25] - R&D expenses increased to $123.4 million in Q3 2024 from $113.7 million in Q3 2023, driven by the advancement of lead programs [26] - G&A expenses rose to $30.5 million in Q3 2024 from $29.4 million in Q3 2023, primarily due to stock-based compensation [26] Business Line Updates - NTLA-2002 for Hereditary Angioedema (HAE): Phase II results showed 8 out of 11 patients in the 50 mg arm were attack-free for 16 weeks post-treatment, with 80% of patients in the Phase I/II study appearing functionally cured [11][12] - NEX-Z (NTLA-2001) for ATTR Amyloidosis: FDA cleared the IND for the Phase III MAGNITUDE-2 trial, with enrollment expected to begin soon [9][15] - NTLA-3001 for Alpha-1 Antitrypsin Deficiency: First patient dosing in the Phase I/II study is expected by year-end, with non-human primate data showing durable alpha-1 protein levels for 2 years [21] Market and Strategic Direction - The company is leading the field of in vivo CRISPR-based medicines with three active Phase III studies expected by year-end [9] - The emerging product profile of NTLA-2002 aligns with patient and physician needs, driving rapid enrollment in the Phase III HAELO study [13] - The company is advancing gene editing programs in five different tissues, expanding its platform and pipeline [22] Management Commentary - The company is encouraged by the Phase II results for NTLA-2002 and expects to submit a BLA in 2026 [8] - Management highlighted the potential of NEX-Z to significantly reduce TTR levels, which could improve clinical outcomes for ATTR Amyloidosis patients [17] - The company is focused on advancing its in vivo gene insertion programs, with NTLA-3001 representing a major step forward for alpha-1 patients [21] Q&A Session Enrollment in MAGNITUDE-1 - Enrollment is ahead of projections, with 765 patients targeted globally [28] Capital Allocation Priorities - The company has $945 million in cash and is focused on three Phase III studies, with cash expected to fund operations until late 2026 [32] MAGNITUDE-2 Trial Design - The trial is placebo-controlled with 50 patients, designed to provide a solid readout on drug performance and safety [34][35] HAELO Study Randomization - The 2:1 randomization in the HAELO study is designed to accelerate enrollment and provide more data on the active arm [39] AATD Program - The Phase I/II study for NTLA-3001 aims to normalize alpha-1 protein levels, with initial data expected when meaningful [64] Ex-U.S. Strategy for NTLA-2002 - The company plans to launch NTLA-2002 in the U.S. and expand to Europe, with potential partnerships to extend reach [70] ATTR Therapy Excitement - Investigators are excited about the deep and rapid TTR reduction achieved with NEX-Z, which could outperform silencers [80] MAGNITUDE-2 U.S. Initiation - The trial will be conducted ex-U.S. to facilitate a placebo-controlled study, with FDA agreement on the design [74] AHD Program Expansion - Additional sites beyond New Zealand are planned, with data potentially available in 2025 [76]