The Manitowoc Company (NYSE:MTW) FY Conference November 19, 2025 08:55 AM ET Company ParticipantsAaron Ravenscroft - CEOModeratorAlrighty, good morning everybody. Thank you guys for attending the Ideas Conference. Up next, we have The Manitowoc Company, traded under symbol MTW. On behalf of the company, we have Aaron Ravenscroft, CEO.Aaron RavenscroftGood morning, everyone. How are you this morning? Okay, let's start with, here's a quick summary of Manitowoc. We're a $2.2 billion crane company. We offer the ...

Humana (NYSE:HUM) 2025 Conference November 19, 2025 08:40 AM ET Company ParticipantsCeleste Mellet - CFOConference Call ParticipantsJustin Lake - AnalystJustin LakeAll right. Good morning. My name is Justin Lake. I cover healthcare services here at Wolfe Research. Appreciate everyone joining us for our next presentation. Very excited to have the Humana team here. Celeste Mellet, the company's CFO, the Queen of IR, Lisa Stoner, sitting up there in the audience. Before I kick off, kind of my question list her ...

General Motors Company (NYSE:GM) FY Conference November 19, 2025 08:40 AM ET Company ParticipantsPaul Jacobson - CFOConference Call ParticipantsNone - Analyst 2None - Analyst 1Dan Levy - Senior Equity Research AnalystDan LevyOkay, great, and we're live. Thank you, everyone, for joining. This is the 16th annual Barclays Global Autos and Mobility Tech Conference. I'm Dan Levy. I lead U.S. auto's research coverage at Barclays. Really pleased to see how the conference has evolved over the years, and we're reall ...

Wix.com (NasdaqGS:WIX) Q3 2025 Earnings Call November 19, 2025 08:30 AM ET Company ParticipantsJosh Beck - Managing DirectorAvishai Abrahami - CEONir Zohar - PresidentLior Shemesh - CFOMatt VanVliet - Managing Director and Equity ResearchEmily Liu - Head of Investor RelationsConference Call ParticipantsKen Wong - Managing Director and Senior AnalystYgal Arounian - Managing Director and Senior Equity Research AnalystAndrew Boone - Senior Equity AnalystTrevor Y. - Director and Equity Research AnalystOperatorG ...

La-Z-Boy (NYSE:LZB) Q2 2026 Earnings Call November 19, 2025 08:30 AM ET Company ParticipantsMark Becks - Director of Investor Relations and Corporate DevelopmentMelinda Whittington - Chair, President and CEOTaylor Liebke - SVP and CFOBobby Griffin - Managing DirectorConference Call ParticipantsTaylor Zeckhan - AnalystTaylor Zeckan - AnalystAnthony Lebiedzinski - Senior Equity Analyst - Specialty Retail/ConsumerOperatorGreetings. Welcome to the La-Z-Boy Fiscal 2026 second quarter conference call. At this tim ...

Griffon (NYSE:GFF) Q4 2025 Earnings Call November 19, 2025 08:30 AM ET Company ParticipantsCollin Verron - Equity ResearchRon Kramer - Chairman and CEOSam Darkatsh - Managing DirectorBrian Harris - EVP and CFOJeff Stevenson - VPBob Laback - Company RepresentativeConference Call ParticipantsJulio Romero - Equity Research AnalystTim Wojs - Senior Research AnalystOperatorGreetings and welcome to the Griffon Corporation Fiscal Fourth Quarter 2025 earnings call. At this time, all participants are in a listen-onl ...

Summary of Galapagos Conference Call Company Overview - **Company**: Galapagos (NasdaqGS:GLPG) - **Industry**: Biotechnology - **Current Focus**: Transitioning from cell therapy to building a new pipeline with existing cash reserves of approximately EUR 3 billion [2][3] Key Points and Arguments Strategic Vision and Transformation - Galapagos is undergoing a transformation, moving away from its cell therapy business due to market challenges and focusing on new opportunities that can create more shareholder value [4][6] - The decision to abandon the planned separation into two entities was based on the evolving cell therapy market and the potential for better returns by reallocating capital [4][5] Financial Position - The company has a strong cash position of EUR 3 billion, with expectations to end the year with EUR 2.975 billion to EUR 3.025 billion [7][8] - Anticipated additional operating costs for winding down the cell therapy business are estimated at EUR 100 million to EUR 125 million, with restructuring costs of EUR 150 million to EUR 200 million [8][9] - Galapagos expects to be cash flow neutral or positive by year-end 2026, supported by interest income and tax credits [9][10] Business Development and M&A Strategy - The company is actively seeking de-risked opportunities for acquisitions and partnerships, particularly in immunology and oncology [12][13] - Galapagos is open to both M&A and in-licensing deals, with a focus on late-stage development programs that can create significant value [14][15] - The partnership with Gilead, which owns 25% of Galapagos, is crucial for sourcing and evaluating potential deals [18][21] Cell Therapy Business Wind Down - The decision to wind down the cell therapy business was based on a thorough analysis of market opportunities and capital requirements [23][24] - The wind down process is currently underway, with expectations to conclude discussions with works councils by Q1 of the following year [25][26] - Galapagos remains open to selling the cell therapy business for EUR 1 if a viable proposal arises [27][28] TIC2 Immunology Program - The TIC2 program is the only remaining asset from the legacy platform, with high confidence in its clinical response potential [31][32] - The company is considering partnering for the TIC2 program if it does not meet competitive differentiation standards [31][32] Future Catalysts - Investors should look for clarity on the wind down process, updates on the TIC2 program, and the first business development deals as potential catalysts for the company's future [33][34] Additional Important Information - The relationship with Gilead is expected to evolve positively, with discussions on renegotiating terms to enable more collaborative opportunities [19][20] - The company is focused on ensuring a smooth transition for patients currently involved in clinical trials during the wind down of the cell therapy business [29][30]

Nayax (NasdaqGS:NYAX) Q3 2025 Earnings Call November 19, 2025 08:30 AM ET Company ParticipantsYair Nechmad - Co-Founder and CEOAaron Greenberg - Chief Strategy OfficerSagit Manor - CFOConference Call ParticipantsJosh Nichols - Senior Equity Research AnalystHannes Leitner - Equity Research AnalystCristopher Kennedy - Equity Research AnalystSanjay Sakhrani - Managing Director and Senior AnalystOperatorHello, everybody, and welcome to Nayax Third Quarter 2025 earnings conference call. All participants are in a ...

Summary of KalVista Pharmaceuticals Conference Call Company Overview - **Company**: KalVista Pharmaceuticals - **Product**: Ekterly, an oral therapy for the on-demand treatment of acute attacks of Hereditary Angioedema (HAE) - **FDA Approval**: Received in July 2025, with a launch shortly thereafter [4][5] Key Points Product Launch and Market Penetration - **Patient Adoption**: Over 1,000 patients currently on Ekterly, representing over 10% of the market, with expectations to reach 12-13% [5][6] - **Treatment Guidelines**: Ekterly encourages early treatment of attacks, aligning with guidelines that suggest treating all attacks, even mild ones [6][7] - **Patient Satisfaction**: High satisfaction reported among patients, attributed to the convenience of oral administration [7] Prescription and Refill Mechanics - **Initial Prescription Process**: Patients receive a free drug sample and then transition to commercial coverage, which may take 6-8 weeks initially [10][14] - **Refill Rates**: Patients with severe disease (15-20% of the population) are the highest users, refilling every 3-4 weeks [17][18] - **Stockpiling**: Patients are expected to stockpile Ekterly due to its convenience, although dramatic stockpiling is not anticipated [28][29] Market Dynamics and Competition - **Market Transition**: The market is expected to shift towards oral therapies, reducing the reliance on injectables [24][44] - **Pharvaris Competition**: Upcoming data from Pharvaris is viewed as a data event for investors but is not expected to impact KalVista's commercial trajectory significantly [38][39] - **Market Leadership**: Confidence expressed in maintaining market leadership post-Pharvaris entry due to patient satisfaction and the advantages of Ekterly [44] International Expansion - **Global Launch Plans**: First shipment to Germany in October 2025, with launches in the U.K. and Japan expected in early 2026 [46] - **Pricing Strategy**: International pricing is anticipated to be significantly lower than U.S. pricing, with estimates around 20% of U.S. prices [48][52] Pediatric Market Insights - **Pediatric Need**: Approximately 500 pediatric patients in the U.S. with HAE, highlighting an unmet need for non-injectable therapies [57][58] - **Efficacy in Pediatrics**: Initial data shows that pediatric patients experience similar efficacy and safety profiles as adults, with previously unrecognized higher attack rates [59][60] Additional Insights - **Patient Services**: Robust patient services are in place, contributing to high patient retention and satisfaction [33] - **Safety Profile**: No significant adverse events reported post-launch, maintaining a pristine safety profile [35] This summary encapsulates the key aspects of KalVista Pharmaceuticals' conference call, focusing on the company's product, market dynamics, and future outlook.

Griffon (NYSE:GFF) Q4 2025 Earnings Call November 19, 2025 08:30 AM ET Company ParticipantsCollin Verron - Equity ResearchRon Kramer - Chairman and CEOSam Darkatsh - Managing DirectorBrian Harris - EVP and CFOJeff Stevenson - VPBob Laback - Company RepresentativeConference Call ParticipantsJulio Romero - Equity Research AnalystTim Wojs - Senior Research AnalystOperatorGreetings and welcome to the Griffon Corporation Fiscal Fourth Quarter 2025 earnings call. At this time, all participants are in a listen-onl ...