KalVista Pharmaceuticals (NasdaqGM:KALV) Q1 2026 Earnings Call September 11, 2025 08:30 AM ET Company ParticipantsBen Palleiko - CEONicole Sweeny - CCOBrian Piekos - CFORyan Baker - Head of Investor RelationsConference Call ParticipantsSerge Belanger - AnalystNone - AnalystDevanjana Chatterjee - AnalystMaury Raycroft - AnalystStacy Koo - AnalystWilliam Dubin - AnalystPaul Matteis - Senior Biotechnology AnalystPete Stavropoulos - AnalystTazeen Ahmad - AnalystOperatorLadies and gentlemen, thank you for standi ...

The Lovesac Company (NasdaqGM:LOVE) Q2 2026 Earnings Call September 11, 2025 08:30 AM ET Company ParticipantsMatthew Butler Koranda - BrokerMary Fox - PresidentShawn Nelson - CEO and DirectorCaitlin Churchill - Managing DirectorKeith Siegner - EVP and CFOAndrew Chasanoff - Equity Research DirectorConference Call ParticipantsMaria Ripps - Managing Director, Senior Research AnalystTom Forte - Managing Director, Senior Consumer Internet AnalystMichael Baker - Managing Director, Senior Research AnalystEric Des ...

Vera Bradley (NasdaqGS:VRA) Q2 2026 Earnings Call September 11, 2025 08:30 AM ET Company ParticipantsMarty Layding - CFOIan Bickley - Executive ChairmanMark Dely - Chief Administrative OfficerOperatorWelcome to the Vera Bradley second quarter fiscal 2026 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. You may be placed in the question queue at any time by pressing star one on your telephone keypad. As a re ...

The Lovesac Company (NasdaqGM:LOVE) Q2 2026 Earnings Call September 11, 2025 08:30 AM ET Company ParticipantsMatthew Butler Koranda - BrokerMary Fox - PresidentShawn Nelson - CEO and DirectorCaitlin Churchill - Managing DirectorKeith Siegner - EVP and CFOAndrew Chasanoff - Equity Research DirectorConference Call ParticipantsMaria Ripps - Managing Director, Senior Research AnalystTom Forte - Managing Director, Senior Consumer Internet AnalystMichael Baker - Managing Director, Senior Research AnalystEric Des ...

Vera Bradley (NasdaqGS:VRA) Q2 2026 Earnings Call September 11, 2025 08:30 AM ET Company ParticipantsMark Dely - Chief Administrative OfficerIan Bickley - Executive ChairmanMartin Layding - CFOOperatorWelcome to the Vera Bradley second quarter fiscal 2026 earnings conference call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. You may be placed in the question queue at any time by pressing star one on your telephone keypad. As a r ...

Financial Data and Key Metrics Changes - For Q2 2026, the company reported revenues of $70.9 million, a decline of approximately 25% compared to the previous year, aligning with internal forecasts [10][24] - The net loss from continuing operations was -$0.5 million, or -$0.02 per diluted share, compared to a net income of $2.6 million, or $0.09 per diluted share in the prior year [24] - Gross margin was $35.4 million, or 49.9% of net revenues, slightly up from 49.8% in the prior year [25][26] - SG&A expenses totaled $36.3 million, or 51.2% of net revenues, compared to $43.6 million, or 46.4% of net revenues a year ago [26] Business Line Data and Key Metrics Changes - Direct segment revenues for Q2 totaled $60.5 million, a 16.2% decrease from $72.2 million in the prior year, with comparable sales down 17.3% [25] - Indirect segment revenues were $10.3 million, a 52.5% decrease from $21.8 million in the prior year, primarily due to a decline in key account orders and liquidation sales [25] Market Data and Key Metrics Changes - The company experienced sequential improvement in comparable store sales across its store fleet and online channels during the second quarter [10] - Inventory decreased by 13.2% to $96.7 million compared to $111.4 million at the end of the second quarter last year [27] Company Strategy and Development Direction - The company is implementing a comprehensive strategy to revitalize its market position, focusing on brand strength, product innovation, and targeted marketing [5][6] - Five key strategic initiatives have been identified: sharpening brand focus, developing a cohesive omnichannel strategy, updating the outlet strategy, improving the operating model, and reimagining organizational structure [10][18][21][22] - The company is also focusing on enhancing its wholesale strategy and building new retail partnerships to reach new consumer segments [15][17] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenging operating environment but expresses confidence in the current trends and improvements being made [22][28] - The company is not providing guidance due to the dynamic consumer environment but is focused on enhancing operational discipline and improving financial results [28] Other Important Information - The company is in the process of searching for a new CEO, which is a major focus for the management team [9] - The anticipated annualized impact of tariffs is estimated at $11 million, with efforts underway to mitigate these impacts [28] Q&A Session Summary - The Q&A session was conducted but no specific questions or answers were documented in the provided content [30]

The Lovesac Company (NasdaqGM:LOVE) Q2 2026 Earnings Call September 11, 2025 08:30 AM ET Speaker6Greetings and welcome to The Lovesac Company Second Quarter Fiscal 2026 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the confere ...

Royalty Pharma (NasdaqGS:RPRX) 2025 Investor Day September 11, 2025 08:30 AM ET Company ParticipantsGeorge Grofik - Head - IR & CommunicationsPablo Legorreta - Founder, Chairman of the Board & CEOAshwin Pai - InvestmentsChris Hite - Vice ChairmanBrienne Kugler - Research & InvestmentsChris Schott - Managing DirectorMarshall Urist - Head - Research & InvestmentsTerrance Coyne - CFODina Ramadane - Associate - Biotech Equity ResearchGeoff Meacham - Managing DirectorIvan Feinseth - Chief Investment OfficerMicha ...

Financial Data and Key Metrics Changes - The company reported $1.4 million in net revenue for the launch period, primarily from stocking orders by specialty pharmacies [12] - Total operating expenses for the period were $60.4 million, with approximately $15 million in R&D expenses and $45 million in SG&A expenses, reflecting a quarter-over-quarter increase in SG&A driven by external spending related to the ECTERLEET launch [12][13] - The company had approximately $191 million in cash and investments as of July 31, 2025, which is expected to fund operations into 2027 [13][14] Business Line Data and Key Metrics Changes - ECTERLEET is positioned as the first and only oral on-demand therapy for acute hereditary angioedema (HAE) attacks, with initial launch metrics showing that nearly 5% of the entire U.S. HAE population has submitted a prescription [4][6] - The company has activated 253 unique prescribers, with 38% starting multiple patients on ECTERLEET, indicating strong early adoption [10] - The field sales team has reached over 72% of the total physician base, including 96% of tier one physicians [11] Market Data and Key Metrics Changes - In Europe, sebetralstat received a positive CHMP opinion for the treatment of acute HAE attacks, with a final decision expected in October, and a staged launch anticipated over the next 12 to 18 months [6] - The UK MHRA granted marketing authorization for ECTERLEET, with a commercial launch expected in the first half of 2026 [7] - The company is progressing towards anticipated approval in Japan by the end of this year [7] Company Strategy and Development Direction - The company aims to redefine the standard of care for HAE with ECTERLEET, focusing on executing its commercial strategy with discipline and driving global expansion [15] - The management emphasizes the importance of early treatment and adherence to treatment guidelines to achieve total disease control for HAE patients [5] - The company is also exploring partnerships for regulatory filings in Canada and discussions with potential partners worldwide [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong response to ECTERLEET, highlighting the rapid adoption and engagement from patients and physicians [15] - The company anticipates that operating expenses will remain consistent as it continues to invest in the ECTERLEET launch [12] - Management noted that the early demand for ECTERLEET has exceeded expectations, indicating a broad interest across various patient demographics [42] Other Important Information - The company is transitioning its fiscal year end to December 31, with the next reporting period capturing the three-month period from July through September [14] - The management team includes key executives such as the CEO, CCO, and CFO, who are actively involved in the call [2][3] Q&A Session Summary Question: Can you further speak to the quick start program and expectations for timing to paid drug? - The quick start program provides immediate access to ECTERLEET at no charge while pursuing medical exceptions for paid access [19][20] Question: How many of the 4,000 patients and caregivers signed up for ECTERLEET updates are individual patients? - The majority of the 4,000 individuals in the database are patients, with caregivers also included [23] Question: What are the expectations for launch metrics moving forward? - The company plans to share more detailed KPIs as the launch progresses, including actual doses prescribed [25][27] Question: Can you provide a breakdown of the 460 start forms? - All 460 start forms received quick start access, and paid shipments have started going out to patients [33] Question: Any feedback on side effects observed so far? - Adverse event reports have been minimal, with no significant GI-related adverse events reported [36][38] Question: What is the expected cadence for shifting patients from OLE to commercially reimbursed scripts? - The transition from OLE to commercial scripts is gradual, with no dramatic immediate shifts expected [56] Question: What are the expectations for formulary coverage? - The company anticipates parity access to branded therapies, with ongoing efforts to secure coverage [66]

Maze Therapeutics (NasdaqGM:MAZE) Update / Briefing September 11, 2025 08:30 AM ET Company ParticipantsAmy Bachrodt - SVP - FinanceJason Coloma - CEO & DirectorHarold Bernstein - President - Research & Development and Chief Medical OfficerAnupam Rama - Executive Director - Biotechnology Equity ResearchJoseph Schwartz - Senior MD - Rare DiseasesRy Forseth - Vice PresidentLaura Chico - MD - Equity ResearchJulian Harrison - Managing DirectorConference Call ParticipantsTyler Van Buren - MD - Senior Biotech Equi ...