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TeraWulf (WULF) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
Moving Infrastructure Forward Q3 2025 Update Presentation November 10, 2025 Geom Slide Title – 28 Franklin Gothic Med Header – 14 Franklin Gothic Book Content Text – 14 – 40 – 64 20 – 135 – 211 129 – 200 Franklin Gothic Book Chart Content – 10 RGB 33 – 255 205 – 217 – 225 74 – 88 – 135 Outline: black, ½ pt. 255 – 177 – 0 33 – 40 – 64 1 SAFE HARBOR STATEMENT This presentation is for informational purposes only and contains forward-looking statements within the meaning of the "safe harbor" provisions of the P ...
Belite Bio(BLTE) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
Q3 2025 Financial Results Conference Call B E L I T E B I O / 2 November 10, 2025, 4:30 p.m. ET Nasdaq: BLTE Tom Lin, MMED, PhD, MBA (Chairman, CEO) For more info please visit: www.belitebio.com Experienced Leadership Team Belite Management Team Hao-Yuan Chuang, CFA, MBA, FRM (CFO) Forward-Looking Statements and Legal Disclaimer This presentation (including any oral briefing and any question-and-answer in connection with it) is not intended to, and does not constitute, represent or form part of any offer, i ...
PubMatic(PUBM) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
In addition to financial information presented in accordance with U.S. generally accepted accounting principles ("GAAP"), this presentation includes certain non-GAAP financial measures, including adjusted EBITDA, adjusted EBITDA margin, Free Cash Flow, non-GAAP net dollar-based retention, non-GAAP net income, non-GAAP net income margin, non-GAAP diluted EPS, and litigation related expenses. We believe that this information can assist investors in evaluating our operational trends, financial performance, and ...
Peraso(PRSO) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
Third Quarter 2025 Earnings Conference Call Copyright © 2025 Peraso Inc. Disclaimer This presentation is for information purposes only. Certain information contained herein has been derived from sources prepared by third parties. While such information is believed to be reliable for the purposes used herein, we makes no representation or warrant with respect to the accuracy of such information. Trademarks and trade names referred to in this presentation are the property of their respective owners. We do not ...
Inovio Pharmaceuticals(INO) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
INO-3107 Program & Regulatory Updates - INOVIO completed the rolling BLA submission for INO-3107, seeking accelerated approval, with file acceptance expected by the end of the year[11] - If Priority Review is granted, a potential PDUFA date in mid-2026 is anticipated[11, 44] - The company has requested a Type D meeting with the FDA to discuss options for the confirmatory trial design[13] - In a Phase 1/2 trial, 72% of patients saw a 50-100% reduction in surgeries in Year 1[14] - A retrospective trial (RRP-002) showed clinical outcomes maintained or improved upon through year 2 and into year 3 with no additional dosing[14] - Mean surgeries per year decreased by 78% from pre-treatment Year -1 (4.1 surgeries) to Year 2 (0.9 surgeries)[16] Commercialization & Financials - Market research supports a preferred product profile for INO-3107, with 72% overall response rate (50% to 100% reduction in surgeries) in year 1 and 86% in year 2[27] - Operating expenses decreased by 22% to $212 million for the three months ended September 30, 2025, compared to $273 million in 2024[33] - Net loss for the three months ended September 30, 2025, was $455 million, which includes a non-cash loss on fair value adjustment of common stock warrant liabilities of $225 million[33] - Cash, cash equivalents, and short-term investments totaled $508 million as of September 30, 2025, providing a cash runway projected into 2Q 2026[34]
Quanterix(QTRX) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
Third Quarter 2025 Earnings November 10, 2025 " Legal Information CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS Statements included in this press release that are not historical in nature or do not relate to current facts are intended to be, and are hereby identified as, forward-looking statements for purposes of the safe harbor provided by Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include ...
iHeartMedia(IHRT) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
Third Quarter 2025 Investor Presentation Certain statements in this presentation constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of iHeartMedia, Inc. and its subsidiaries (the "Company"), to be materially different from any future results, performance or achievements expressed or im ...
Energy Vault(NRGV) - 2025 Q3 - Earnings Call Presentation
2025-11-10 21:30
Financial Performance - Q3 2025 revenue reached $33.3 million, a significant increase of approximately 27 times year-over-year[10, 12, 13] - Gross margin for Q3 2025 was 270%, compared to 403% in Q3 2024[10, 12, 13] - Adjusted EBITDA improved by 59% year-over-year, resulting in a loss of $60 million in Q3 2025 compared to a loss of $147 million in Q3 2024[10, 12, 13] - Total cash and cash equivalents increased by approximately 7% quarter-over-quarter to $619 million as of September 30, 2025[10, 12, 13] Commercial Pipeline and Backlog - The company's backlog as of September 30th reached $920 million, an increase of 112% year-to-date[10, 15] - The developed pipeline is valued at $21 billion[15] - Executed projects have generated $583 million in revenue since the company's IPO[15] Guidance and Strategy - The company reiterated its 2025 revenue guidance of $200 million to $250 million[17, 18] - The company anticipates a gross margin of 14-16% for the full year 2025[17, 18] - The company projects an ending cash balance of $75 million to $100 million for the full year 2025[17, 18]
Babcock & Wilcox Enterprises (NYSE:BW) Earnings Call Presentation
2025-11-10 21:00
COMPANY OVERVIEW November 2025 BABCOCK & WILCOX ENTERPRISES, INC. 1 © 2025 Babcock & Wilcox Enterprises, Inc. All rights reserved. IMPORTANT INFORMATION Safe Harbor Statement Babcock & Wilcox Enterprises, Inc. ("B&W Enterprises" or "B&W") cautions that this presentation contains forward-looking statements within the meaning of federal securities laws. All statements other than statements of historical or current fact included in this presentation are forward-looking statements, including, without limitation ...
Phathom Pharmaceuticals (NasdaqGS:PHAT) FY Conference Transcript
2025-11-10 21:00
Summary of Phathom Pharmaceuticals FY Conference Call Company Overview - **Company**: Phathom Pharmaceuticals (NasdaqGS:PHAT) - **Product**: Voquezna, a drug for treating gastroesophageal reflux disease (GERD) Key Points Industry Context - The healthcare industry is focused on treating patients effectively, particularly in the area of gastroesophageal reflux disease (GERD) where there is a significant unmet need [2][3] - Approximately 30%-40% of patients on chronic PPI therapy still experience pain, indicating a large potential market for Voquezna [2] Product Performance - Voquezna is described as a transformative drug that significantly improves patient care by raising stomach pH more effectively than PPIs [3][4] - Positive patient testimonials and feedback from physicians highlight the drug's effectiveness [3] Strategic Shift - The company has pivoted its strategy to focus on gastroenterologists (GIs) rather than primary care physicians, as GIs are more likely to treat patients still experiencing significant symptoms [6][7] - The sales force has been realigned to increase efficiency in targeting GIs, with a goal of having over 70% of sales efforts directed towards this group [15][16] Financial Performance - In Q3, Phathom Pharmaceuticals reported a 23% growth in revenue and a 28% increase in prescriptions, reflecting the success of the new strategy [11] - Operating expenses were reduced from $89 million in Q2 to $49 million in Q3, indicating improved expense management [11][12] - The company expects to achieve operating profitability next year [11] Market Opportunity - The total PPI prescription market from gastroenterologists is estimated at 20 million annually, with Phathom currently capturing only 3% [17] - The company aims to increase its market share to 20-30%, representing a potential billion-dollar revenue opportunity [17][21] Competitive Landscape - The PPI market was previously valued at over $12 billion, with several products generating north of $3 billion before going generic [20] - Phathom's strategy is to capture a portion of this market, particularly focusing on the unmet needs of patients still in pain [20][21] Future Growth and Trials - The company is conducting a trial for eosinophilic esophagitis (EOE), which could extend exclusivity for Voquezna and open additional market opportunities [38][39] - Data from the EOE trial is expected in 2027, with potential for significant revenue from this indication [39] Financial Health - Phathom has a strong financial position with $135 million in cash and an available ATM facility [45] - The company is positioned to generate positive cash flow by 2027, allowing for potential in-licensing of new products [42][43] Conclusion - Phathom Pharmaceuticals is strategically positioned to capitalize on the unmet needs in the GERD market with Voquezna, supported by a focused sales strategy and strong financial management. The ongoing trials and potential for new product introductions further enhance the company's growth prospects [2][11][42]