Sensus Healthcare (SRTS) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Good day, and welcome to the Sensus Health Care First Quarter twenty twenty five Financial Results Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Turf Patel with Alliance Advisors. Please go ahead. Speaker1 Good afternoon. This is Turf Patel with All ...

Quantum Computing (QUBT) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Ladies and gentlemen, greetings, and welcome to the Quantum Computing Inc. First Quarter twenty twenty five Shareholder Update Call. At this time, all participants are in a listen only mode. Following management's remarks, the call will be opened for questions. Please note this conference is being recorded. It is now my pleasure to introduce your host, Rosalyn Christian with IMS Investor Relations. Speaker1 Thank you, and I wan ...

cbdMD (YCBD) Q2 2025 Earnings Call May 15, 2025 04:20 PM ET Company Participants Brad Whitford - CAORonan Kennedy - CEO, CFO & Board MemberThomas McGovern - Equity Research AssociateAdam Waldo - Chairman & Managing Member Operator Good afternoon, and welcome to the CBDMD, Inc. Conference Call to discuss results for their second quarter fiscal twenty twenty five period ending 03/31/2025. This afternoon, the company issued a press release that provided an overview of its second quarter results, which followed ...

cbdMD (YCBD) Q2 2025 Earnings Call May 15, 2025 04:20 PM ET Speaker0 Good afternoon, and welcome to the CBDMD, Inc. Conference Call to discuss results for their second quarter fiscal twenty twenty five period ending 03/31/2025. This afternoon, the company issued a press release that provided an overview of its second quarter results, which followed the filing of its quarterly report on Form 10 Q. Today's conference call will be recorded and will be available online along with the earnings press release cove ...

Jaguar Health (JAGX) Q1 2025 Earnings Call May 15, 2025 04:15 PM ET Company Participants Lisa Conte - Founder, CEO, President & DirectorCarol Lizak - Chief Financial Officer Operator Greetings, and welcome to Jaguar Health's May fifteen, twenty twenty five Investor Webcast. Before I turn the call over to management, I'd like to remind you that management may look forward looking statements relating to such matters as continued growth prospects for the company, uncertainties regarding market acceptance of pr ...

Air Industries Group (AIRI) Q1 2025 Earnings Call May 15, 2025 04:15 PM ET Company Participants Luciano Melluzzo - President & CEOScott Glassman - CFO, Principal Accounting Officer & Secretary Conference Call Participants Howard Halpern - Principal Equity Analyst Operator Hello, and welcome to Air Industries Group First Quarter of twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. The question and answer session will follow the formal presentation. Please ...

ReposiTrak (TRAK) Q3 2025 Earnings Call May 15, 2025 04:15 PM ET Company Participants Jeff Stanlis - Vice PresidentJohn Merrill - CFORandy Fields - CEO and ChairmanGuy Riegel - Managing Director Conference Call Participants Tom Forte - Managing Director & Senior Consumer Internet Analyst Operator Greetings, and welcome to the ReposiTrak Fiscal Third Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal present ...

Financial Data and Key Metrics Changes - Consolidated net sales for Q1 2025 were $12.1 million, down from $14.1 million in Q1 2024, indicating a decrease in sales [11] - Gross profit increased to approximately $2 million from $1.9 million in the previous year, with a gross margin percentage of 16.8%, up 320 basis points compared to Q1 2024 [11][12] - Operating loss increased to $746,000 in Q1 2025 from a loss of $259,000 in Q1 2024 [13] - Net loss for Q1 2025 was $988,000 or $0.27 per share, compared to a loss of $706,000 or $0.21 per share in Q1 2024 [13] - Adjusted EBITDA for Q1 2025 increased to $576,000, a rise of $214,000 or nearly 60% compared to Q1 2024 [13] Business Line Data and Key Metrics Changes - The company reported an increase in operational efficiency, achieving higher gross profit on lower sales [4][5] - The book-to-bill ratio was 1.34, reflecting a 20% improvement from the prior year and an 80% increase since Q1 2023, indicating a healthy business development effort [7][8] Market Data and Key Metrics Changes - Funded backlog reached a record $120 million, with total backlog exceeding $2.5 billion, both achieved during 2024 [8] - Raw material lead times have increased significantly, with current lead times ranging from nine to fifteen months [9] Company Strategy and Development Direction - The company is focusing on aggressive business development efforts, including participation in the Paris Air Show to onboard new customers [6] - The management is optimistic about future sales growth, supported by a strong backlog and improved bookings [8] Management's Comments on Operating Environment and Future Outlook - Management believes that the impact of tariffs on imports will be muted and does not expect significant benefits from the proposed increase in defense spending [15] - The company reaffirms its belief that full-year results for 2025 will exceed those of 2024, despite quarterly variations [16] Other Important Information - Total debt has been reduced by approximately $1.6 million, while accounts receivable decreased by over $2 million due to timing of sales and collections [14] Q&A Session Summary Question: Clarity on first quarter revenue and trends for the second quarter - Management indicated that the revenue decline was primarily due to long lead times and timing of purchase orders, but they are seeing an easing in acquiring materials [19][20] Question: Customer hesitation due to economic conditions - Management confirmed there is no hesitation from customers regarding ongoing programs, and they expect to meet delivery expectations [24][25] Question: Specific new customers targeted at the Paris Air Show - The company has scheduled meetings with large overseas manufacturers and is targeting customers in the electric vehicle sector [28][29] Question: Was the stock-based compensation a one-time event? - Management indicated that the stock-based compensation expense is likely to be lower in future quarters [30]

ReposiTrak (TRAK) Q3 2025 Earnings Call May 15, 2025 04:15 PM ET Speaker0 Greetings, and welcome to the ReposiTrak Fiscal Third Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jeff Stanlis with FNK IR. Mr. Stanlis, you may begin. Speaker1 Thank you, operator, and good afternoon, everyone. Thank y ...

Financial Data and Key Metrics Changes - The total net revenue for the company's prescription products was approximately $2.2 million in Q1 2025, a decrease of about 6% compared to $2.4 million in Q1 2024 and a 37% decrease from $3.5 million in Q4 2024 [25] - Loss from operations increased by $1.2 million from $8.2 million in Q1 2024 to $9.4 million in Q1 2025 [26] - Net loss attributable to common shareholders increased by approximately $1.2 million from $9.2 million in Q1 2024 to $10.4 million in Q1 2025 [26] Business Line Data and Key Metrics Changes - Mytesi prescription volume increased by approximately 1.8% in Q1 2025 compared to Q1 2024 but decreased by approximately 13.5% compared to Q4 2024 [26] - Dispensed prescriptions for Mytesi and Profelymer increased by approximately 2% in Q1 2025 compared to Q1 2024, indicating increased demand for treatments [5] Market Data and Key Metrics Changes - Short bowel syndrome affects approximately 10,000 to 20,000 people in Europe and a similar number in the United States, qualifying for orphan designation [19] - MVID is an ultra-rare condition with an estimated prevalence of just a couple hundred patients globally [19] Company Strategy and Development Direction - The company is focusing on the convergence of key catalysts that are expected to be transformational for stakeholders, including paradigm-shifting medicines and mechanisms of action [5] - There are ongoing proof of concept trials for crofelemer in both pediatric and adult patients with rare diseases, with results expected throughout 2025 and into 2026 [21] - The company is exploring expedited regulatory approval pathways for its products, including the FDA's breakthrough therapy program [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the multiple expected near-term catalysts throughout 2025 and early 2026, viewing them as important and potentially transformative [27] - The management highlighted the significance of the initial proof of concept results for crofelemer, which could modify disease progression for patients with intestinal failure [12] Other Important Information - The company is also pursuing business development opportunities related to its product CANALIVIA CA1, which is conditionally approved for chemotherapy-induced diarrhea in dogs [28] - The management emphasized the importance of addressing supportive care needs in cancer treatment, as diarrhea can impact treatment outcomes [24] Q&A Session Summary Question: What are the expected catalysts for the company in the near term? - Management highlighted multiple expected catalysts throughout 2025 and early 2026 that are viewed as important for stakeholders [27] Question: How does the company plan to address the regulatory pathways for its products? - The company is exploring expedited regulatory approval pathways, including the FDA's breakthrough therapy program and EMA's PRIME program [19]