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Transcontinental (OTCPK:TCLA.F) Earnings Call Presentation
2025-12-08 13:30
Divestiture of the Packaging Sector December 8, 2025 In this presentation, unless otherwise indicated, all financial data are prepared in accordance with International Financial Reporting Standards (IFRS) and the term ''dollars'' as well as the symbol ''$'' designate Canadian dollars. In this document, we also use non-IFRS financial measures for which a complete definition is presented below and for which a reconciliation to financial information in accordance with IFRS is presented in slide 16 "Reconciliat ...
Wave Life Sciences (NasdaqGM:WVE) Earnings Call Presentation
2025-12-08 13:30
Positive Interim Clinical Data from INLIGHT Trial of WVE-007 in Obesity Investor Presentation December 8, 2025 Forward-looking statements This document contains forward-looking statements. All statements other than statements of historical facts contained in this document, including statements regarding possible or assumed future results of operations, preclinical and clinical studies, business strategies, research and development plans, collaborations and partnerships, regulatory activities and timing ther ...
Structure Therapeutics (NasdaqGM:GPCR) Earnings Call Presentation
2025-12-08 13:30
Aleniglipron Efficacy - In the Phase 2b ACCESS trial, Aleniglipron achieved placebo-adjusted mean weight loss of 82% at 45 mg, 98% at 90 mg, and 113% at 120 mg at 36 weeks[41] - Exploratory ACCESS II study showed placebo-adjusted mean weight loss at 36 weeks of 141% at 120 mg, 144% at 180 mg, and 153% at 240 mg[72] - ACCESS Open Label Extension (OLE) study indicated that weight loss continues to increase in all arms through Week 44, with no evidence of a weight loss plateau[50] Aleniglipron Tolerability and Safety - Phase 2b ACCESS trial showed an overall 104% AE-related treatment discontinuation rate, with GI-related AEs consistent with the GLP-1RA class[41] - In the Exploratory ACCESS II trial, participants who achieved re-randomization experienced no AE-related treatment discontinuations up to the 240 mg dose at week 36[72] - Body Composition study showed improved tolerability with a lower 25 mg starting dose, with no treatment discontinuations due to AEs after a median treatment of approximately 10 weeks[83] - Across all studies with over 500 participants treated up to 44 weeks, there were no events of drug-induced liver injury, off-target safety signals, or QTc prolongation[96] Market Opportunity and Scalability - The overweight and obesity market includes over 800 million people worldwide, with projections of 15 billion people by 2030[14] - The total addressable market for obesity treatments is estimated to be over $100 billion[14] - Oral small molecules like Aleniglipron can scale to meet the needs of the global obesity patient population, offering potential advantages in accessibility and cost compared to injectable peptides[12, 15]
Kymera Therapeutics (NasdaqGM:KYMR) Earnings Call Presentation
2025-12-08 13:00
KT-621, Oral STAT6 Degrader, Phase 1b Results 1 Agenda Introduction Justine Koenigsberg Vice President, Investor Relations Revolutionizing Immunology with Oral Medicines Nello Mainolfi, PhD Founder, President and Chief Executive Officer KT-621 BroADen Phase 1b Data Jared Gollob, MD Chief Medical Officer Closing Remarks Nello Mainolfi, PhD Founder, President and Chief Executive Officer Question and Answer Session 2 Forward Looking Statements This presentation contains forward-looking statements within the me ...
Recursion Pharmaceuticals (NasdaqGS:RXRX) Earnings Call Presentation
2025-12-08 13:00
Ongoing Phase 1b/2 Trial of the Allosteric MEK1/2 Inhibitor REC-4881 as Monotherapy in Familial Adenomatous Polyposis (FAP): Updated Safety and Efficacy December 8, 2025 Forward Looking Statements This presentation discusses an investigational product whose safety and efficacy have not been established. This document contains information that includes or is based upon "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995, including, without limitation, those regardi ...
Smith & Nephew (NYSE:SNN) 2025 Earnings Call Presentation
2025-12-08 13:00
Financial Performance & Targets - The company aims for a 12-13% Return on Invested Capital (ROIC) and over $1 billion Free Cash Flow (FCF) by 2028[11] - The company anticipates a 9-10% Trading Profit Compound Annual Growth Rate (CAGR) and 6-7% Organic Revenue CAGR[11] - The company's 12-Point Plan has led to approximately a 300 basis point increase in ROIC, roughly a 14x increase in FCF, and about a 220 basis point increase in Group trading margin[53] Market Position & Strategy (RISE) - The company is well-positioned in attractive markets valued at approximately $50 billion, with a growth rate of 6%[13] - The company's strategy, RISE (Reach more patients, Innovate to enhance the standard of care, Scale through strategic investment, Execute efficiently), aims to elevate the company[57] - The company aims to reach 20 million patients by 2028, an increase of 5 million from the current 15 million[63] Segment Performance & Innovation - In Sports Medicine, the company holds a 25% global market share with a business valued at $1.6 billion in 2024[152] - In Advanced Wound Management, the company holds a 13% global market share in a $13 billion market[14, 255] - The company has launched 78 new products between 2021 and 2025, with over 50% of revenue growth coming from products launched in the last five years[98] Orthopaedics Turnaround - The company is implementing Ortho360 to drive efficiency and profitability in Orthopaedics[83, 383] - The company plans to reduce the number of product families in Orthopaedics to drive greater efficiency[386] - The company is addressing historical overproduction in Orthopaedics, aiming to align supply and demand and improve inventory health[393]
IBM (NYSE:IBM) Earnings Call Presentation
2025-12-08 13:00
IBM to Acquire Confluent December 8, 2025 ibm.com/investor Forward-looking statements and non-GAAP information Certain comments made in this presentation may be characterized as forward looking under the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on the company's current assumptions regarding future business and financial performance. Those statements by their nature address matters that are uncertain to different degrees. Those statements involve a number of fact ...
Dyne Therapeutics (NasdaqGS:DYN) Earnings Call Presentation
2025-12-08 13:00
Z-Rostudirsen Clinical Trial Results - The DELIVER trial of z-rostudirsen in exon 51 DMD met its primary endpoint with a statistically significant increase in dystrophin at 6 months (p<0.0001)[9] - The Registrational Expansion Cohort (REC) replicated a ~7-fold increase in muscle content-adjusted dystrophin from baseline at 6 months with z-rostudirsen 20 mg/kg Q4W (p<0.0001)[32] - Z-Rostudirsen achieved ~10-fold higher level of unadjusted dystrophin relative to the level reported in Phase 3 trial of SoC[37] - The trial showed sustained functional improvement from baseline across multiple clinical endpoints out to 24 months[9] - At 6 months, TTR velocity improved exceeding MCID relative to placebo with nominal p<0.05[42] and 10MWR velocity improved relative to baseline and placebo with nominal p<0.05[45] Safety and Tolerability - Z-rostudirsen has a favorable safety and tolerability profile up to 36 months[59] - 1,062 doses of z-rostudirsen at 20 mg/kg dose level have been administered to date[25] - No participants have persistent related anemia or thrombocytopenia at 20 mg/kg[68] Regulatory and Commercial Strategy - The company plans to submit a BLA for U S Accelerated Approval in Q2 2026[7] - Potential U S launch is anticipated in Q1 2027, assuming FDA grants Priority Review[7] FORCE Platform Validation - The DELIVER trial data validates the potential of the FORCE platform for targeted drug delivery[67]
Wolters Kluwer (OTCPK:WOLT.F) Earnings Call Presentation
2025-12-08 13:00
Wolters Kluwer Investor Teach-In: Artificial Intelligence December 8, 2025 Investor Teach-In: Artificial Intelligence – December 2025 1 Forward-looking statements This presentation contains forward-looking statements. These statements may be identified by words such as "expect", "should", "could", "shall", and similar expressions. Wolters Kluwer cautions that such forward-looking statements are qualified by certain risks and uncertainties that could cause actual results and events to differ materially from ...
The Kansai Electric Power Company (OTCPK:KAEP.Y) 2025 Earnings Call Presentation
2025-12-08 12:00
Kanden Investor Day ー OPTAGE Inc. December 8, 2025 Today's Agenda 1 1. Business Overview ・・・・ P. 2 2. Initiatives in Growth Areas ・・・・ P. 10 • Overview of OPTAGE • ICT Market Structure and Our Strategic Focus Areas • Overview by Segment • Performance, KPIs, and CAPEX • IT Infrastructure Landscape in Japan • Initiatives in Growth Areas • Synergies with the Kansai Electric Power Group • Where We Are Heading Toward 2035 Overview of OPTAGE ○ We provide fiber-optic internet, mobile services, and connectivity sol ...