S&P Global Inc. (NYSE:SPGI) Stifel 2024 Cross Sector Insight Conference June 4, 2024 11:30 AM ET Company Participants Doug Peterson - President and Chief Executive Officer Conference Call Participants Shlomo Rosenbaum - Stifel Shlomo Rosenbaum I want to welcome all to Stifel's 2024 Cross Sector Insight Conference. I'm here with the CEO, Doug, of S&P Global. I want to welcome you. Thank you very much for participating. Doug Peterson Appreciate it here. Thank you so much for hosting this. Shlomo Rosenbaum Yes ...

Iron Mountain Incorporated (NYSE:IRM) Stifel 2024 Cross Sector Insight Conference June 4, 2024 10:55 AM ET Company Participants Barry Hytinen - CFO Conference Call Participants Shlomo Rosenbaum - Stifel Shlomo Rosenbaum Morning, everybody. Thank you for joining us at the Stifel 2024 Cross Sector Insight Conference. My name is Shlomo Rosenbaum. I'm the business services analyst here at Stifel, and I want to welcome Barry Hytinen, who's the CFO of Iron Mountain, who's going to be up here with me. And also Gil ...

Key Points **Industry/Company Involved**: * Eli Lilly and Company (NYSE:LLY) * Lilly Oncology **Core Points and Arguments**: 1. **Oncology Strategy and Portfolio Modernization**: Lilly has been working to modernize its oncology portfolio and strategy over the past couple of years. This includes a focus on biology, target selection, and building the right medicines. [5] 2. **Acquisition of Loxo**: Lilly acquired Loxo in 2019, bringing in a new team and a new approach to oncology drug development. [7] 3. **Pipeline and Pipeline Efficiency**: Lilly has terminated nearly the entire pipeline and started from scratch, focusing on building a pipeline with a higher probability of delivering successful medicines. [14] 4. **Diversification of Modalities**: Lilly has diversified its drug development approach, including small molecules, antibody drug conjugates, T-cell redirectors, and radioligand therapies. [16] 5. **Clinical Trial Enrollment Bottleneck**: Clinical trial enrollment remains a significant bottleneck in drug development. Lilly has initiated efforts to improve clinical trial access for patients. [23] 6. **Commercial Performance**: Lilly's oncology portfolio has seen robust growth, particularly with key growth brands like Verzenio, Retevmo, and Jaypirca. [19] 7. **Investigational Portfolio**: Lilly has a strong investigational portfolio, including new molecules and combinations targeting various cancer types. [24] 8. **Precision Medicine**: Lilly is focused on bringing precision medicine to larger populations, making a bigger impact on cancer care. [86] **Other Important Points**: 1. **KRAS G12C Inhibitors**: Lilly has a strong KRAS G12C inhibitor program, including olomorasib, targeting first-line lung cancer. [54] 2. **Jaypirca**: Jaypirca, a Bruton's tyrosine kinase inhibitor, has been approved for relapsed mantle cell lymphoma and CLL. [43] 3. **LOXO-435**: LOXO-435, an isoform-selective FGFR3 inhibitor, is being developed for metastatic urothelial cancer. [64] 4. **Nectin-4 Targeted ADCs**: Nectin-4 targeted ADCs are being developed for metastatic urothelial cancer. [64] 5. **SMARCA2 Selective Inhibitor**: A selective SMARCA2 selective inhibitor program is being developed in collaboration with Foghorn Therapeutics. [75] 6. **Radioligand Therapy**: Lilly has entered the radioligand therapy space with the acquisition of POINT Biopharma and partnerships with Aktis Oncology. [79] **Data and Percentages**: * 60% of eligible patients with high-risk early breast cancer are receiving Verzenio. [20] * 15% of breast cancer cases have H1047R mutations. [39] * 15-20% of patients with advanced urothelial cancer have FGFR alterations. [65] * 10% of lung cancer cases have SMARCA4 mutations. [75]

Merck & Co., Inc. (NYSE:MRK) Investor Event at ASCO 2024 June 3, 2024 7:00 PM ET Company Participants Peter Dannenbaum - Senior Vice President, Investor Relations Dean Li - President of Merck Research Labs Eliav Barr - Chief Medical Officer & Head of Global Clinical Development Marjorie Green - Senior VP & Head of Late-Stage Oncology, Global Clinical Development Chirfi Guindo - Senior VP & Chief Marketing Officer of Human Health Joanne Monahan - Senior Vice President, US Oncology Conference Call Participant ...

Digital Realty Trust, Inc. (NYSE:DLR) Nareit REIT Week: 2024 Investor Conference June 4, 2024 8:45 AM ET Company Participants Andrew Power - President and CEO Matthew Mercier - CFO Conference Call Participants Matthew Niknam - Deutsche Bank Matthew Niknam Okay, everybody can go ahead and please take their seats, we're going to go ahead and get started with what I believe is the first session of the day. I'm Matt Niknam, Common Infrastructure Analyst here at Deutsche Bank, for those who don't know me. We're ...

Moderna, Inc. (NASDAQ:MRNA) Moderna Oncology Investor Event June 3, 2024 7:15 PM ET Company Participants Stephen Hoge - President Kyle Holen - Head of Development, Therapeutics and Oncology Michelle Brown - Vice President, INT Oncology Rose Loughlin - VP, R&D Strategy Lavina Talukdar - SVP & Head of IR Conference Call Participants Luca Issi - RBC Capital Markets Gena Wang - Barclays Dina Elmonshed - Jefferies Terence Flynn - Morgan Stanley Jess Fye - JPMorgan Myles Minter - William Blair Mani Foroohar - Lee ...

British American Tobacco p.l.c. (NYSE:BTI) 2024 First Half Pre-Close Trading Update Conference Call June 4, 2024 3:30 AM ET Company Participants Victoria Buxton - Group Head of Investor Relations Tadeu Marroco - Chief Executive Soraya Benchikh - Chief Financial Officer Conference Call Participants Rashad Kawan - Morgan Stanley Faham Baig - UBS Philip Spain - JPMorgan Rey Wium - SBG Securities Richard Felton - Goldman Sachs Simon Hales - Citi Operator Hello, and welcome to the BAT Pre-Close Trading Update. I ...

The Procter & Gamble Company (NYSE:PG) 21st Annual dbAccess Global Consumer Conference June 4, 2024 2:30 AM ET Company Participants Andre Schulten - Chief Financial Officer Shailesh Jejurikar - Chief Operating Officer Conference Call Participants Steve Powers - Deutsche Bank Steve Powers Well, good morning, everybody. I'm Steve Powers, I'm the Head of Deutsche Bank's US Consumer Staples team, and we are thrilled to welcome everyone to Deutsche Bank's 21st Annual Global Consumer Conference in what has become ...

Intel Corporation (NASDAQ:INTC) Computex 2024 Keynote June 3, 2024 11:00 PM ET Company Participants Patrick Gelsinger - CEO Chuck Hyder - Member of Executive Search Team Conference Call Participants Jack Tsai - Inventec Jonney Shih - ASUS Jason Chen - Acer Patrick Gelsinger Thank you. Great to be here in Taipei. I love the central role that Taiwan plays in the entire tech ecosystem. I just feel the innovative energy of the Taiwan ecosystem. I just love the fact that we have Computex here and great for the o ...

Novartis AG (NYSE:NVS) Investor Event at ASCO Conference Call June 2, 2024 7:00 PM ET Company Participants Parag Mahanti - Investor Relations Shreeram Aradhye - President of Global Drug Development and Chief Medical Officer Jeff Legos - Global Head of Oncology & Hematology Drug Development Reshema Kemps-Polanco - Chief Commercial Officer of U.S. Business Rodney Gillespie - International Therapeutic Area Head, Oncology Novartis Conference Call Participants Emmanuel Papadakis - Deutsche Bank Steve Scala - TD ...