Roivant Sciences(ROIV) - 2026 Q2 - Earnings Call Presentation
2025-11-10 13:00
Business Highlights - Roivant anticipates an NDA filing for brepocitinib in dermatomyositis (DM) in the first half of 2026 [14] - Positive Phase 3 VALOR study results for brepocitinib in DM showed statistically significant benefit on all 10 ranked endpoints [13] - Durable remission data in Graves' disease (GD) and positive Phase 3 batoclimab data in Myasthenia Gravis (MG) and Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) were unveiled [13] - A favorable Markman ruling was issued for Genevant in the Pfizer case [13] Pipeline Progress - Registrational trials have been initiated in GD, MG, CIDP, Difficult-to-Treat Rheumatoid Arthritis (D2T RA), and Sjögren's disease (SjD); a Proof of Concept (POC) trial has been initiated in Cutaneous Lupus Erythematosus (CLE) [13] - The company is focusing on clinical trial execution to drive significant potential value, with 11 registrational trials in indications with blockbuster potential [18] - In the VALOR study, brepocitinib 30 mg showed a mean Total Improvement Score (TIS) of 46.5, a delta of >15 points (p=0.0006) relative to placebo at week 52 (TIS of 31.2) [24] - Approximately 50% of responders in the batoclimab Graves' disease study achieved Anti-Thyroid Drug (ATD)-free remission at Week 48 [61] Financial Status - Roivant reported a strong capital position with $4.4 billion in cash balance as of September 30, 2025 [13, 73] - Research and Development (R&D) expense was $165 million, with an adjusted R&D expense of $153 million (non-GAAP) for the three months ended September 30, 2025 [73] - General and Administrative (G&A) expense was $143 million, with an adjusted G&A expense of $72 million (non-GAAP) for the same period [73]
BITDEER(BTDR) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Financial Performance - Total revenue for Q3 2025 was $169.7 million[9, 11], a significant increase compared to $62.0 million in Q3 2024[9] - Adjusted EBITDA for Q3 2025 reached $43.0 million[9, 11], a substantial improvement from $(7.9) million in Q3 2024[9] - The company reported a net loss after tax of $266.7 million for Q3 2025[11] - Cash and cash equivalents stood at $196.3 million, with a crypto balance of $246.2 million[11] Operational Highlights - Self-mining operations saw a significant increase, with the number of BTC mined rising from 565 in Q2 2025 to 1,109 in Q3 2025[13], a roughly 96% increase - The company achieved a hash rate of 41.2 EH/s as of October 31, 2025[11], compared to 14.2 EH/s in October 2025[13], a roughly 190% increase - Sales of SEALMINERs contributed $11.4 million in revenue from 0.8 EH/S of mining rigs sold in Q3 2025[15] Strategic Initiatives and Infrastructure - The company is expanding its HPC/AI strategy across multiple initiatives[11, 22] - The Clarington, Ohio site with 570 MW electrical capacity is expected to be available by Q3 2026[11, 32] - The company has a global scale with a strong power pipeline, aiming to have 2.1 GW of power capacity online by Q4 2026[60]
Townsquare Media(TSQ) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Company Overview & Financial Highlights - Townsquare is a community-focused digital and broadcast media company primarily operating outside the top 50 US markets[12] - As of LTM 9/30/25, net revenue was $439 million and adjusted EBITDA was $98 million[16] - Digital net revenue reached $238 million, contributing 54% of total net revenue and 53% of segment profit as of LTM 9/30/25[18] - Digital subscription solutions (Townsquare Interactive) accounted for 18% of total revenue and 27% of adjusted EBITDA as of LTM 9/30/25[18] - The company offers a quarterly dividend of $020 per share, or $080 per share on an annualized basis, representing approximately a 13% dividend yield as of November 7, 2025[17] Digital Segment Performance - Digital advertising revenue for LTM 9/30/25 was $162 million with a segment profit of $39 million and a 24% profit margin[24, 64] - Subscription digital marketing solutions generated $76 million in net revenue and $24 million in segment profit for LTM 9/30/25[24] - September YTD 2025, total digital revenue was $176 million, accounting for 55% of total revenue, with a segment profit of $461 million, also representing 55% of total segment profit[32] Broadcast & Future Outlook - Broadcast advertising net revenue was $185 million ex-political, with a segment profit of $50 million and a 27% profit margin for LTM 9/30/25[27] - The company's Q3 2025 net revenue was $1068 million, a 7% decrease year-over-year, but only a 45% decrease excluding political revenue[133] - Q4 2025 net revenue is guided to be between $105 million and $109 million, compared to $1178 million in Q4 2024[138]
EVgo (EVGO) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Financial Performance - Q3 2025 revenue reached $92 million, a 37% increase compared to Q3 2024[11] - Adjusted EBITDA improved by $39 million in Q3 2025 compared to Q3 2024[11] - Charging Network Gross Margin improved by 110 bps in Q3 2025[58] - Adjusted General and Administrative Expenses as a Percentage of Revenue decreased by 550 bps in Q3 2025[59] - Adjusted EBITDA loss improved 44% in Q3 2025[59] Operational Growth - Stalls in operation increased by 25%, reaching 4,590[11] - Public network throughput increased 13x[58] - The company anticipates Adjusted EBITDA breakeven in Q4 2025[64] Strategic Initiatives - The company closed a commercial bank facility and received the first two draws[13] - The company launched additional sites with J3400 (NACS) connectors[13] - The company expects 40% capital offsets for 2025 vintage capex per stall[42]
Cogent Biosciences (NasdaqGS:COGT) Earnings Call Presentation
2025-11-10 13:00
Peak Trial Results - The combination of Bezuclastinib + Sunitinib demonstrates a 50% reduction in the risk of progression or death compared to Sunitinib alone in patients with GIST [25, 47] - Median Progression-Free Survival (PFS) for Bezuclastinib + Sunitinib is 16.5 months, compared to 9.2 months for Sunitinib alone (p<0.0001) [26, 47] - Objective Response Rate (ORR) per BICR for Bezuclastinib + Sunitinib is 45.6%, compared to 25.8% for Sunitinib alone (p<0.0001) [28, 47] - Complete Response (CR) rate in the Bezuclastinib + Sunitinib arm is 6.4%, compared to 1.9% in the Sunitinib arm [28] Safety and Tolerability - The incidence of Treatment-Emergent Adverse Events (TEAEs) and Treatment-Related Adverse Events (TRAEs) is similar between the Bezuclastinib + Sunitinib and Sunitinib arms [29, 30] - Grade 3+ TRAEs occurred in 71.6% of patients in the Bezuclastinib + Sunitinib arm and 52.4% in the Sunitinib arm [29] - No TRAEs leading to death were reported in the Bezuclastinib + Sunitinib arm, while 0.5% of patients in the Sunitinib arm experienced TRAEs leading to death [29] Market and Regulatory Strategy - The company plans an NDA submission for Bezuclastinib in imatinib-resistant or intolerant GIST in the first half of 2026 based on the Peak trial results [47, 54] - An active Expanded Access Program is available, allowing immediate access to the Bezuclastinib combination for 2L patients with GIST [47, 48] - The estimated aggregate global annual sales opportunity for Bezuclastinib across indications is >$7.5 billion [57]
Tenaya Therapeutics (NasdaqGS:TNYA) Earnings Call Presentation
2025-11-10 13:00
Scaling new heights in the fight against heart disease November 10, 2025 Forward-looking statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management's beliefs and assumptions and on information currently available to our management. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or qua ...
Joint Stock Company Kaspi.kz(KSPI) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Q3 2025 Financial Performance - Kaspi.kz's Total Payment Value (TPV) increased by 18% year-over-year (YoY)[10] - Kaspi.kz's Revenue increased by 10% YoY[10] - Kaspi.kz's Net Income increased by 12% YoY[10] Marketplace Platform Growth - Marketplace purchases increased by 36% YoY in 3Q'25[93] - Excluding smartphones, Marketplace Gross Merchandise Value (GMV) increased by 20% YoY[96] - e-Commerce GMV increased by 25% YoY excluding smartphones[99] Fintech Platform Performance - Total Finance Value (TFV) increased by 16% YoY[114] - Average net loan portfolio increased by 30% YoY[117] - Deposits increased by 18% YoY[117] - Fintech revenue increased by 24% YoY adjusting for higher interest rates[122] Hepsiburada Performance - Hepsiburada purchases increased by 16% in 3Q'25[64, 128] - Hepsiburada GMV increased by 15% in 3Q'25[131] - Hepsiburada revenue increased by 22% YoY[134]
Atai Life Sciences (NasdaqGM:ATAI) Earnings Call Presentation
2025-11-10 13:00
BPL-003 Phase 2b Clinical Trial Results - The open-label extension of the BPL-003 Phase 2b clinical trial demonstrated additional and durable antidepressant effects after a second dose[11] - Patients who received an active dose (either 8 mg or 12 mg) of BPL-003 in the core study achieved a response rate of 63% and a remission rate of 48% at Week 8 (Week 16 of the Phase 2b clinical trial)[11] - In the core study, statistically significant MADRS difference was observed at Day 29 (Week 4) following a single 8 mg or 12 mg dose vs 0.3 mg[21] - In the core study, 8 mg dose demonstrated comparable efficacy to 12 mg, suggesting it may be sufficient to achieve maximal therapeutic benefit[21] - In the OLE study, patients who received an active dose in the core study showed a mean reduction in MADRS score of 19.0 points at Day 57 compared to baseline at the start of the Phase 2b clinical trial[36] - In the OLE study, responder rates continued to improve following a second dose of BPL-003[37] - In the OLE study, remission rates continued to improve following a second dose of BPL-003[40] Safety and Tolerability - BPL-003 was generally well-tolerated, with the majority of TEAEs occurring on the day of dosing, classified as mild or moderate, and transient in nature[11] - In the core study, 78% of participants experienced any TEAE[24] - In the OLE study, 86% of participants experienced any TEAE[43] Market Opportunity - Spravato achieved blockbuster status and established the 2-hour in-clinic interventional psychiatry treatment paradigm[50] - Spravato reported global annual sales of $1.047 billion in Q1-Q3 2025[51]
Blade(BLDE) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Financial Performance & Acquisitions - Strata's Q3 2025 revenue reached $493 million, a 37% year-over-year increase, with 29% organic growth excluding the Keystone acquisition[5] - The acquisition of Keystone Perfusion contributed approximately $28 million to Strata's Q3 2025 revenue[6] - Adjusted EBITDA for Q3 2025 was $42 million, representing an 85% margin[5] - Strata sold its passenger business to Joby Aviation for $125 million[14] - Strata acquired Keystone Perfusion for $124 million upfront, with potential earn-outs of $23 million based on gross profit targets[15] Market Position & Growth Strategy - Strata estimates its market share to be approximately 30% in air logistics and 15% in ground logistics for organ transport[11] - The company is focused on expanding its transplant clinical services, particularly Normothermic Regional Perfusion (NRP), driven by a 20%+ CAGR in Donation after Circulatory Death (DCD) donors[43] - Strata aims to increase aircraft utilization and improve operating costs by expanding into other time-critical logistics verticals[55] Organ Transplant Trends - The distance of heart, liver, and lung transplants has increased by 64% from 2018 to 2024 due to regulatory changes and new technologies[39] - Normothermic Regional Perfusion (NRP) penetration of DCD donors has increased to approximately 40% by Q3 2025[43] - U S heart, liver, and lung transplants have grown at a CAGR of 38% from 2010-2024[27]
Dole(DOLE) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Q3 2025 Highlights - Dole's broadly based business model delivered a good Q3 2025 result, in line with market expectations[9] - The company completed the sale of its Fresh Vegetable division at the beginning of August for $140 million[9] - The board authorized share repurchases of up to $100 million[9] Financial Performance - Q3 2025 revenue increased to $2,279 million, compared to $2,062 million in Q3 2024[25] - Income from continuing operations for Q3 2025 was $241 million, up from $151 million in Q3 2024[25] - Net income attributable to Dole plc decreased to $51 million in Q3 2025, from $144 million in Q3 2024[25] - Adjusted EBITDA for Q3 2025 was $808 million, slightly down from $821 million in Q3 2024[25] Segment Results - Fresh Fruit revenue increased by 115% to $890 million, but Adjusted EBITDA decreased by 367% to $272 million due to higher sourcing costs[28] - Diversified Fresh Produce – EMEA revenue increased by 109% to $998 million, and Adjusted EBITDA increased by 342% to $407 million[32] - Diversified Fresh Produce – Americas & ROW revenue increased by 77% to $420 million, and Adjusted EBITDA increased by 462% to $129 million[37] FY'25 Outlook - The company is targeting the upper end of the $380-$390 million range for Adjusted EBITDA from continuing operations[46] - Routine capital expenditure for continuing operations is expected to be approximately $85 million[46]