Zealand Pharma (OTCPK:ZLDP.Y) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsAdam Steensberg - CEOConference Call ParticipantsNone - AnalystNoneGood afternoon and welcome to the Zealand session of the 44th J.P. Morgan Healthcare Conference. My name is Sophie Graff. I'm an analyst here at J.P. Morgan on the European Pharma and Biotech team. And today it's my pleasure to welcome Adam Steensberg, CEO of Zealand Pharma, to the conference. As a reminder, after the presentation, there will be a Q& ...

Mereo Biopharma Group (NasdaqCM:MREO) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsDenise Scots-Knight - CEOPriyanka Grover - VP of Biotech Equity ResearchNone - Company RepresentativeConference Call ParticipantsNone - AnalystPriyanka GroverAll right, everybody. Let's get started. Welcome to the 44th Annual JPMorgan Healthcare Conference. My name is Priyanka Grover, and I am part of the JPMorgan Biotech team. Today, our next presenting company is Mereo, and presenting on behalf of the comp ...

ICU Medical (NasdaqGS:ICUI) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsRoland Ye - AssociateVivek Jain - CEORoland YeGood afternoon, everyone. We're excited to continue our 44th Annual JPMorgan Healthcare Conference. My name is Roland Ye. I'm an associate on the healthcare team here at JPMorgan. And today it's my pleasure to introduce ICU Medical, excuse me, and its CEO, Vivek Jain. We'll have time for a Q&A at the end, where we'll be joined by Brian Bonnell, CFO. And with that, we'll ha ...

Replimune Group (NasdaqGS:REPL) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsNone - Company RepresentativeSushil Patel - CEOEmily Hill - CFOConference Call ParticipantsNone - Analyst 1Anupam Rama - Senior Biotech AnalystNone - Analyst 2Anupam RamaAll righty, let's go ahead and get started. Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I am one of the Senior Biotech Analysts here at JPMorgan. I'm joined by my squad, Joyce Zhou, Priyanka Grover ...

Summary of Palladyne AI FY Conference Call Company Overview - **Company Name**: Palladyne AI (NasdaqGM: PDYN) - **Headquarters**: Salt Lake City, with offices in Kansas City, Tucson, Huntsville, and Boston - **Employee Count**: Approximately 140 as of the end of last year - **History**: Over 30 years in operation, initially focused on R&D with the Pentagon, acquired by Raytheon in 2007, and went public through a D-SPAC merger in 2021 [1][2][3][4] Core Business Segments Artificial Intelligence Products - **SwarmOS**: Drone swarming AI software enabling autonomous collaboration among drones without human intervention [5][6] - **Palladyne IQ**: AI for industrial robots allowing rapid task learning and multi-tasking capabilities [7][8] Defense Applications - **Robotic Applications**: AI systems used for tasks like corrosion and paint stripping on aircraft parts, traditionally labor-intensive [9] - **Partnerships**: Collaborations with companies like Red Cat and Draganfly for drone development [9][10] - **Manufacturing Capabilities**: Acquired companies producing precision parts for defense systems like the F-35 and Abrams tank, enabling vertical integration from design to production [10][18] Financial Performance and Projections - **Revenue Guidance for 2026**: Expected revenues between $24 million and $27 million, with a focus on modest market penetration of AI products [22][24] - **Cash Position**: $47 million cash on hand as of the end of last year, with a monthly R&D expenditure of approximately $2.1 million [22][23] Market Position and Competitive Advantage - **Embodied AI**: Distinction from cloud-based AI, with real-time processing capabilities and no reliance on cloud connectivity, reducing latency and costs [29][30] - **Cost-Effectiveness**: Development of low-cost, attritable munitions and UAVs, with a focus on economic attrition warfare [16][26] Industry Trends and Opportunities - **Defense Modernization**: Alignment with U.S. government initiatives to modernize the defense industrial base, creating favorable conditions for Palladyne AI's products [25][26] - **Market Expansion**: Potential for growth in both defense and commercial sectors, leveraging advancements in AI technology [24][25] Key Takeaways - **Innovative Development**: Rapid product development cycles, exemplified by the SwarmStrike and Banshee systems, which can go from concept to test flight in under six months [14][15] - **Market Readiness**: Products are in the early stages of market introduction, with ongoing trials and support from key defense customers [5][24] - **Long-Term Vision**: A strategic approach to growth with a focus on education and market penetration over the next three years [24]

Cellectar Biosciences (NasdaqCM:CLRB) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsJames Caruso - CEOModeratorGood afternoon. Welcome back to session. My name is Matt Gardner. I'll be your moderator for this afternoon. Our first presenting company in the afternoon session is Cellectar Biosciences from Florham Park, New Jersey. As a Westfield guy, I have great pride introducing you here, Jim. Cellectar is focused on oncology, platform technology, and radiopharmaceuticals, and presenting for ...

LivaNova (NasdaqGS:LIVN) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsVladimir Makatsaria - CEOAlex Shvartsburg - CFOBlade Jacobson - VPModeratorWelcome, everyone. I'm Blake Jacobson with the J.P. Morgan Investment Banking team. Very happy to announce our next session with LivaNova. We're going to have the CEO, Vlad Makatsaria, presenting today. And then after, we'll be joined by Alex Shvartsburg for the Q&A session. So I'll leave it to them.Vladimir MakatsariaThank you, Blake. And it's tw ...

Lightbridge (NasdaqCM:LTBR) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsSeth Grae - Chairman and CEOConference Call ParticipantsNone - Analyst 2None - Analyst 1NoneAll right. Thank you for joining us this afternoon. We're happy to welcome Lightbridge to this presentation this afternoon. We have Seth Grae, the Chairman and CEO. So, Seth, thank you for your time this afternoon.Seth GraeThank you for having me.I'm glad to be here. I appreciate the invitation.Thank you all for coming, and fee ...

Mission Produce (NasdaqGS:AVO) M&A announcement January 14, 2026 04:30 PM ET Company ParticipantsJohn Lindeman - President and CEOPooran Sharma - Managing Director and Equity ResearchCamilla Sforzolini - Managing DirectorSteve Barnard - CEOJohn Pawlowski - President and COOConference Call ParticipantsMark Smith - Senior Research AnalystOperatorPlease note this call is being recorded and that we are standing by if you should need any assistance. It is now my pleasure to turn the meeting over to Camilla Sforz ...

Calavo Growers (NasdaqGS:CVGW) M&A announcement January 14, 2026 04:30 PM ET Company ParticipantsKami Forzalini - Managing DirectorPooran Sharma - Managing Director of Equity ResearchJohn Lindeman - President, and CEOSteve Barnard - CEOJohn Pawlowski - President and COOOperatorPlease note this call is being recorded and that we are standing by if you should need any assistance. It is now my pleasure to turn the meeting over Kami Forzalini, Managing Director, FGS Global.Kami ForzaliniGood afternoon, everyone ...