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Absci (NasdaqGS:ABSI) FY Earnings Call Presentation
2026-01-14 23:45
GENERATIVE AI DRUG CREATION 2026 J.P. MORGAN HEALTHCARE CONFERENCE GENERATIVE AI DRUG CREATION Disclaimers COPYRIGHT© 2026 ABSCI CORPORATION | ALL RIGHTS RESERVED 2 FORWARD - LOOKING STATEMENTS Statements contained in this press release regarding matters that are not historical facts are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expres ...
Disc Medicine (NasdaqGM:IRON) FY Earnings Call Presentation
2026-01-14 23:00
J.P. Morgan 44th Annual Healthcare Conference Corporate Overview January 2026 Disclaimer and FLS This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, express or implied statements regarding Disc's expectations with respect to its preclinical studies, clinical trials and research and development programs, in particular with respect to bitopertin, DISC-0974 and DISC-3405, and any developments or resul ...
AngioDynamics (NasdaqGS:ANGO) FY Earnings Call Presentation
2026-01-14 23:00
Forward looking statements Notice Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements regarding AngioDynamics' expected future financial position, results of operations, cash flows, business strategy, budgets, projected costs, capital expenditures, products, competitive positions, growth opportunities, plans and objectives of management for future operations, as well as statement ...
Arcus Biosciences (NYSE:RCUS) FY Earnings Call Presentation
2026-01-14 23:00
Arcus Biosciences J.P. Morgan Healthcare Conference 2026 Oncology and Immunology Portfolio January 14, 2026 Forward-looking Statements/Safe Harbor Forward-Looking Statements Safe Harbor: This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation that are not historical facts are forward-looking statements, including ...
GeneDx (NasdaqGS:WGS) FY Earnings Call Presentation
2026-01-14 23:00
Financial Performance & Guidance - GeneDx reported preliminary full year 2025 revenue of $427 million, aligning with previous guidance of $425 to $428 million[73] - The company experienced a 54% growth in exome and genome revenue for full year 2025 (58% excluding a 2024 one-time benefit), exceeding previous guidance of 53% to 55%[73] - Exome and genome volume grew by 30.5% in 2025, meeting the minimum guidance of at least 30%[73] - Adjusted gross margin for 2025 was 71%, consistent with the guided range of 70% to 71%[73] - GeneDx anticipates revenue between $540 to $555 million for full year 2026[76] - The company projects a 33% to 35% growth in exome and genome revenue and volume for 2026[76] Market Position & Growth Strategy - GeneDx holds a leading position with 80% of geneticists preferring their services[8] - The company added 30% more tests to Infinity in 2025 than in the prior 24 years combined[13] - Over 30% of pediatric neurologists now order from GeneDx, indicating strong market penetration[39] - The company's dataset includes >2.5M genetic tests, >50% non-European descent, >8M health records, ~1M exomes & genomes, >7M phenotypic datapoints, and >60% have parental data[25] Expansion & Opportunities - GeneDx is expanding into new markets, including prenatal care, with GenomeDx Prenatal[35, 47] - The company sees a large unmet need in NICUs, where up to 60% of patients could benefit from rWGS, but less than 5% receive genetic testing today[44]
NeuroPace (NasdaqGM:NPCE) FY Earnings Call Presentation
2026-01-14 23:00
Financial Performance & Growth - Preliminary 2025 total revenue is expected to be approximately $100 million, representing a 25% year-over-year increase[12, 15, 18] - Core RNS System revenue grew by 25% in 2025, driven by sustained demand and increased utilization[12, 18] - Q4 2025 total revenue is estimated at $26.6 million, a 24% increase year-over-year[15] - Gross margin for 2025 is approximately 77.2%, an increase of 330 basis points year-over-year[15] - The company projects revenue between $98 million and $100 million for FY26, with RNS revenue growth of approximately 20-22% and gross margin around 81-82%[21] RNS System & Clinical Data - The RNS System has been used in over 8,000 patients[12] - The RNS System demonstrated a median seizure reduction of 75% at 9 years in the original FDA study results[35] - The RNS Post-Approval Study showed an 82% median seizure reduction at 3+ years[35, 37] - Preliminary NAUTILUS results showed an 18-month median seizure reduction of 77% in LGS patients[61] Market & Expansion - The annual target market opportunity is estimated at over $3.5 billion[12] - Approximately 1.2 million people in the U S have drug-resistant epilepsy (DRE)[25, 56] - The company is focused on expanding access to the RNS System in generalized epilepsy, pediatrics, and community channels[74]
The Cooper Companies (NasdaqGS:COO) FY Earnings Call Presentation
2026-01-14 22:15
Investor Presentation J.P. Morgan HealthCare Conference Al White – President & CEO January 14, 2026 1 Cautionary Statements Forward-Looking Statements This presentation and management's discussion of our results and outlook contain "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. Statements relating to guidance, plans, prospects, goals, strategies, future actions, events or performance and other statements that are other than statements of historical fact are ...
ICU Medical (NasdaqGS:ICUI) FY Earnings Call Presentation
2026-01-14 21:30
Company Overview - ICU Medical is a global MedTech company focused on IV therapy and critical care products, with sales in approximately 80 countries[6] - The company's diluted equity value is $3.82 billion, with a net debt of $1.02 billion (approximately 2.6x leverage) and an enterprise value of $4.84 billion[8] - The company's revenue is divided into three segments: Consumables (~$1.1B), Systems (~$680M), and Vital Care (~$300M)[7] - Geographically, 64% of sales are in the US & Canada, with the remaining in other regions[8] - Single-use disposables and software account for 87% of revenue, while hardware accounts for 13%[8] Growth Strategy - The company aims to deliver mid-single-digit growth across its core business[20] - The company is focused on expanding gross margins, with an opportunity for +200bps expansion remaining[37] - The company is developing a new IV therapy platform for launch in 2026, featuring a shared cloud-based enterprise software[24, 25] Innovation and Product Portfolio - The company has a complete IV therapy portfolio across the entire care continuum[15] - The company is focused on innovation in IV consumables to address clinical priorities such as patient and clinician safety and clinical efficiency[33] - The company is creating clinical value with IV consumables innovation, addressing impactful clinical priorities[33]
Oculis (NasdaqGM:OCS) FY Earnings Call Presentation
2026-01-14 21:30
Visionary Innovation Riad Sherif, M.D. Chief Executive Officer J.P. Morgan Healthcare Conference January 14, 2026 Safe Harbor Statements Cautionary note on forward-looking statements These slides and the accompanying oral presentation contain forward-looking statements and information. The use of words such as "may," "might," "will," "should," "expect," "plan," "anticipate," "believe," "estimate," "project," "intend," "future," "potential," or "continue," and other similar expressions are intended to identi ...
Replimune Group (NasdaqGS:REPL) FY Earnings Call Presentation
2026-01-14 21:30
Click to edit Master title style January 14, 2026 JPM Healthcare Conference Igniting a systemic immune response to cancer with oncolytic immunotherapy © 2026 Replimune Group Inc. JPM 2026 Presentation 1 Click to edit Master text styles Safe harbor © 20256 Replimune Group Inc. Replimune Group Inc. 3 Click to edit Master title style RPx Oncolytic Immunotherapy Overcoming Historical Hurdles ~150 Accounts Ready on Day 1 Go-to market model optimized to enable oncologist/interventional radiologist (IR) coordinati ...