Intellia Therapeutics (NasdaqGM:NTLA) FY Conference January 14, 2026 12:00 PM ET Company ParticipantsEd Dulac - CFOJohn Leonard - CEOConference Call ParticipantsNone - Analyst 1Brian Cheng - Senior Biotech AnalystNone - Analyst 2Brian ChengGood morning. Thanks for joining us for another session at the 44th JPMorgan Healthcare Conference. I'm Brian Cheng, one of the senior biotech analysts here at the firm. On stage, we have Intellia Therapeutics. I'll now pass the mic to their CEO, John Leonard, for a short ...

Legend Biotech (NasdaqGS:LEGN) FY Conference January 14, 2026 12:00 PM ET Company ParticipantsYing Huang - CEOConference Call ParticipantsNone - AnalystJessica Fye - Biotech AnalystJessica FyeGreat. Welcome. Good morning, everyone. My name's Jess Fye. I'm a biotech analyst at J.P. Morgan, and we're continuing our 44th annual healthcare conference this morning with Legend. First, you're going to hear a presentation from the company, and then we're going to go into a Q&A session. So for all of you in the room ...

Intuitive Surgical (NasdaqGS:ISRG) FY Conference January 14, 2026 12:00 PM ET Company ParticipantsDavid Rosa - CEO and Member of Board of DirectorsJamie Samath - EVP and CFOConference Call ParticipantsRobbie Marcus - Senior AnalystRobbie MarcusGood morning, everyone. I'm Robbie Marcus, the MedTech analyst at JPMorgan. Very happy to host our next session with Intuitive Surgical. CEO Dave Rosa will give a presentation, and we'll be joined on stage by some Q&A. Dave?Jamie SamathActually, no.David RosaAll right ...

Summary of Fresenius SE Conference Call Company Overview - Fresenius SE is a comprehensive healthcare company with a diverse portfolio including hospitals, pharmaceuticals, medical technology, and innovative products and services [2][3] Key Industry Trends - **Longevity Trend**: Increasing aging population and rising chronic diseases leading to workforce challenges [3][4] - **Healthcare System Inefficiencies**: Most systems, especially in Western countries, are inefficient, creating opportunities for Fresenius to address these challenges [4] - **Generics Market**: 90% of prescribed drugs in the U.S. are generics, accounting for only about 10% of costs, positioning Fresenius as a solution provider in drug shortages [5] Business Segments Fresenius Kabi - **IV Generics and Fluids**: Strong market position with stable growth (2%-3%) and high margins (22%) [7][8] - **Nutrition**: Significant growth (46% market growth) with a projected $2.5 billion business growing at 4%-6% [9] - **Biopharma**: Expected to reach nearly $1 billion in sales by 2026, with a target to double revenues by 2030 [10][11] Hospital Business - Largest hospital chains in Germany (Helios) and Spain (Quirónsalud) with a focus on quality and efficiency [12][13] - High margins and stable earnings, with ongoing structural changes to increase efficiency [13] Financial Performance - **Growth Metrics**: 6% growth in Q1 to Q3, with EPS growth of 14% [14] - **Debt Management**: Improved net debt to EBITDA ratio from nearly 4 to 3.0, allowing for capital deployment [14][24] - **Capital Allocation**: Focus on R&D, CapEx, and potential bolt-on M&As to scale operations [21][24] Strategic Focus - **Rejuvenation Phase**: Emphasis on innovation and execution to drive incremental revenue and margin expansion [20] - **Management Incentives**: New share ownership guidelines for leadership to align interests with shareholders [17] Market Dynamics - **U.S. Market**: Fresenius covers 70% of the FDA Essential Medicines List, playing a vital role in addressing drug shortages [28][29] - **China Market**: Challenges due to Value-Based Procurement (VBP) but potential for growth with new factory openings [35] MedTech and Innovation - **Growth in MedTech**: Expected growth of 8%-10% driven by innovative products like the Ivenix pump and software solutions [36][37] - **Biosimilars**: Focus on expanding market presence and leveraging regulatory changes to enhance competitiveness [40][41] Challenges and Outlook - **Regulatory Environment**: Anticipated changes may reduce costs and time to market but also increase competition [44] - **Helios Germany**: Facing headwinds in 2025 but potential tailwinds in 2026 with industry surcharges [46] Conclusion - Fresenius SE is well-positioned to capitalize on healthcare trends and inefficiencies, with a strong focus on innovation, operational efficiency, and strategic capital deployment to drive future growth [22][27]

Moog (NYSE:MOG.A) FY Conference January 14, 2026 11:45 AM ET Company ParticipantsPat Roche - President and CEOJohn E. Tanwanteng - Managing DirectorJennifer Walter - EVP and CFOJohn E. TanwantengGood morning and happy New Year, everyone. Thank you for attending the CJS Winter New Ideas Conference. My name is John Tanwanteng, and I'm the covering analyst for Moog, which we have rated as a market outperformer. Moog is a leader in electromechanical and electrohydraulic control systems and electronics, as well ...

Helios Technologies (NYSE:HLIO) FY Conference January 14, 2026 11:45 AM ET Company ParticipantsTania Almond - VP of IR and Corporate CommunicationsJeremy Evans - EVP and CFOConference Call ParticipantsChris Moore - Senior AnalystChris MooreGood morning. Welcome to CJS Securities' 26th Annual New Ideas for the New Year Conference. I'm Chris Moore, Senior Analyst. Very pleased to have with us management from Helios Technologies. With us today, Jeremy Evans, EVP and CFO, and Tania Almond, Vice President, IR an ...

Impinj (NasdaqGS:PI) FY Conference January 14, 2026 11:45 AM ET Company ParticipantsCary Baker - CFOChris Diorio - CEO, Co-founder, and Vice ChairmanAndy Cobb - VP of Corporate Finance and Investor RelationsConference Call ParticipantsJames Ricchiuti - AnalystJames RicchiutiHello, everyone. Welcome to the 28th Annual Needham Growth Conference. Our next session will be a fireside with the management of Impinj. We're pleased to have with us today the company's CEO, Co-Founder, Vice Chairman Chris Diorio, and ...

Kaltura (NasdaqGS:KLTR) FY Conference January 14, 2026 11:45 AM ET Company ParticipantsRon Yekutiel - CEONone - Video Narrator 4None - Video Narrator 2None - Video Narrator 3None - Video Narrator 1None - Video Narrator 5Conference Call ParticipantsRyan Koontz - Communications and Networking AnalystRyan KoontzGood afternoon and welcome to Needham's 28th Annual Growth Conference. I'm Ryan Koontz. I cover the communications and networking sector here at Needham. Really pleased to be introducing Kaltura today. ...

Avantor (NYSE:AVTR) FY Conference January 14, 2026 11:15 AM ET Company ParticipantsBrent Jones - CFOEmmanuel Ligner - CEOConference Call ParticipantsCasey Woodring - VP and Equity Research AnalystCasey WoodringAll right, great. Welcome, everybody. Thank you for joining us today. My name is Casey Woodring from the Life Science Tools and Diagnostics team here at J.P. Morgan. Welcome to the conference. Pleased to be joined by the Avantor management team. We have CEO Emmanuel Ligonier, CFO Brent Jones. They're ...

ProKidney (NasdaqCM:PROK) FY Conference January 14, 2026 11:15 AM ET Company ParticipantsBruce Culleton - CEOConference Call ParticipantsNone - AnalystAnupam Rama - Senior Biotech AnalystAnupam RamaWelcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I am one of the Senior Biotech Analysts here at JPMorgan. I'm joined by my squad: Rathi Pinhey, Priyanka Grover, and Joyce Zhou. Our next presenting company is ProKidney, and presenting on behalf of the company, we have ...