Cellebrite DI (CLBT) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Andrew Kramer - Vice President-Investor RelationsThomas Hogan - CEODana Gerner - CFOTomer Zilberman - Equity Research AssociateMarcus Jewell - Global Chief Revenue OfficerShaul Eyal - Managing Director - Equity Research Conference Call Participants Jeff Van Rhee - Partner & Senior Analyst - Equity ResearchMike Cikos - Senior AnalystJonathan Ho - Research AnalystEric Martinuzzi - Senior Research Analyst Operator Welcome ...

Alico (ALCO) Q2 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants John Mills - Managing PartnerJohn Kiernan - President and Chief Executive OfficerBrad Heine - CFOBrandon Rogers - Equity Research Associate Operator Morning, and welcome to Aleco's Second Quarter twenty twenty five Earnings Call. Currently, all participants are in a listen only mode. As a reminder, today's conference is being recorded. I would now like to turn the call over to your host, John Mills, Managing Partner at ICR. Joh ...

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $23 million, including net product revenues of $17.4 million, which is consistent with Q1 2024 and an increase from $16.4 million in Q4 2024 [5][16] - Net loss for Q1 2025 was $38.6 million, an improvement from a net loss of $46.6 million in Q1 2024, primarily due to higher license revenues and lower expenses [17] - Cash and cash equivalents as of March 31, 2025, were $194.7 million, down from $250.9 million at December 31, 2024, mainly due to net loss from operations and timing of cash receipts [17] Business Line Data and Key Metrics Changes - Milestone and royalty payments contributed an additional $5.6 million to total revenue for the quarter [6] - The LOTUS-seven study showed a 95.5% overall response rate and a 90.9% complete response rate in 22 efficacy evaluable patients [14] Market Data and Key Metrics Changes - The company is focusing on maintaining its position as a treatment option for third-line plus DLBCL patients, with ongoing trials showing promising data [5][9] - The competitive landscape is highlighted by the potential of ZYNLATA plus glufitamab to be a best-in-class combination in a highly competitive market [6][10] Company Strategy and Development Direction - The company aims to expand the use of ZYNLATA into earlier lines of therapy in DLBCL and indolent lymphomas, believing in the potential for significant patient reach and commercial opportunity [9][10] - Regulatory discussions are planned based on data from 100 patients, aligning with recent examples of bispecific combination therapies [10][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the cash runway extending into the second half of 2026, positioning the company to deliver on upcoming catalysts [20] - The management is encouraged by the promising data from ongoing trials and believes in multiple pathways to achieve peak revenue goals [22] Other Important Information - The LOTUS-five trial is on track to reach the pre-specified number of progression-free survival events by the end of 2025, with top-line data expected thereafter [7][19] - The company is engaged in discussions for potential research collaborations to advance its preclinical assets [8][19] Q&A Session Summary Question: Follow-up time for patients and CR conversion times - Management indicated that follow-up assessments are ongoing, with encouraging complete response rates serving as strong biomarkers for durability [24][27] Question: Competitive strategy and regulatory engagement - Management plans to engage with regulatory authorities after gathering data from approximately 100 patients, assessing the best path forward [29][47] Question: Expected patient numbers at upcoming conferences - Management confirmed that 40 patients have been enrolled, with additional patients expected to be presented at the EHA conference [33][34] Question: LOTUS-five trial data expectations - Management reiterated that the timing for top-line data from the LOTUS-five trial could be late 2025 or early 2026, depending on the number of PFS events [42][43] Question: Discontinuation of the ADCT-602 program - Management clarified that the discontinuation of the ADCT-602 program has minimal financial impact, allowing focus on other research programs [49][50]

Kornit Digital (KRNT) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Jared Maymon - Global Head of Investor RelationsRonen Samuel - CEOLauri Hanover - Chief Financial OfficerErik Woodring - Managing Director - Equity ResearchBrian Drab - Co-Group Head–IndustrialsTroy Jensen - Managing DirectorChris Grenga - Equity Research Associate Conference Call Participants Greg Palm - Senior Research AnalystChristopher Moore - Senior AnalystChris Reimer - Analyst Operator Greetings, and welcome to ...

ARS Pharmaceuticals (SPRY) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Justin Chakma - Chief Business OfficerRichard Lowenthal - Co Founder, President, CEO & DirectorEric Karas - Chief Commercial OfficerKathleen Scott - Chief Financial OfficerRyan Deschner - Vice President - Equity ResearchJosh Schimmer - Managing DirectorLouise Chen - Managing Director Conference Call Participants Roanna Ruiz - Senior Managing Director, Biotechnology AnalystLachlan Hanbury-Brown - Biotech Equity Res ...

Riskified (RSKD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Chett Mandel - Head, Investor RelationsEido Gal - Co-Founder and CEOAglika Dotcheva - Chief Financial OfficerConnor Passarella - Equity Research AssociateRyan Tomasello - Managing DirectorTimothy Chiodo - Managing Director Conference Call Participants Cristopher Kennedy - Research Analyst, Financial Services and TechnologyClark Wright - AVP - Research Analyst Operator Good day, and thank you for standing by. Welcome to the ...

PolyPid (PYPD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Brian Ritchie - Managing DirectorDikla Akselbrad - CEOOri Warshavsky - Chief Operating Officer - USJonny Missulawin - Chief Financial Officer Conference Call Participants Roy Buchanan - Equity Research AnalystChase Knickerbocker - Senior Equity Research Analyst - HealthcareBoobalan Pachaiyappan - Managing Director, Senior Research Analyst Operator and thank you for standing by. Welcome to the Polypede First Quarter twenty twe ...

Moleculin Biotech (MBRX) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Jenene Thomas - Investor RelationsWalter Klemp - Founder, Chairman, President & CEOJohn Waymack - Senior Chief Medical OfficerJonathan Foster - EVP & CFOJason Mccarthy - Senior Managing Director & Head of Biotechnology Research Conference Call Participants Jonathan Aschoff - Managing Director, Senior Research Analyst Operator Good morning. Welcome to the Molecular and Biotech first quarter twenty twenty five update ...

Gladstone Investment (GAIN) Q4 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants David Gladstone - Founder, Chairman & CEOMichael Licalsi - General Counsel & SecretaryDavid Dullum - PresidentTaylor Ritchie - CFOMickey Schleien - MD - Equity ResearchErik Zwick - Managing Director, Equity Research Operator and welcome to Gladstone Investment Corporation Fourth Quarter and Year End Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session w ...

Lucid Diagnostics (LUCD) Q1 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants Matt Riley - Director of Investor RelationsLishan Aklog - Chairman & CEODennis McGrath - CFO Conference Call Participants Mark Massaro - MD & Senior Equity Research AnalystKyle Mikson - Managing Director & Senior Research AnalystMike Matson - Senior Equity Research AnalystJeremy Pearlman - Equity AnalystRoss Osborn - Director, Lead Research Analyst - MedTech and DiagnosticsEdward Woo - Director of Research & Senior ...