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Tempus AI (NasdaqGS:TEM) FY Earnings Call Presentation
2026-01-12 21:30
Company Overview - Tempus aims to unlock precision medicine through AI-enabled diagnostics[6] - The company's platform connects to over 5,000 providers across the US[10] - Tempus leverages a large proprietary healthcare dataset of over 45 million patient records[13] Diagnostics Business - The Diagnostics business delivered approximately 800,000 clinical tests in 2025[30] - The Diagnostics business experienced a unit growth rate of approximately 28% in Q4 2025[30] - Oncology ASP is expected to rise by over $500 in the next several years due to reimbursement tailwinds[31] Data & Applications Business - Data and Applications revenue reached approximately $316 million in 2025, representing approximately 31% growth[38] - The Data & Applications business has signed over $2 billion in contracts to date[38] - The Total Remaining Contract Value (TCV) for Data & Applications is over $1.1 billion as of year-end 2025[39] - The Data Licensing Retention rate is approximately 126% as of year-end 2025[39] Financial Outlook - The company anticipates revenue of approximately $1.27 billion for 2025, reflecting approximately 83% year-over-year growth[63] - The company projects revenue growth of approximately 25% year-over-year in 2026, reaching approximately $1.59 billion[65]
Caris Life Sciences (NasdaqGS:CAI) FY Earnings Call Presentation
2026-01-12 21:30
Company Overview - Caris Life Sciences has a comprehensive oncology database with over 1,016,000 molecular profiles[5] - The company has a global presence with over 1,800 employees[7] - Caris has established a Precision Oncology Alliance (POA) with 99 leading cancer centers[5] Data and Technology - The company has profiled over 1 million cases in its genomic dataset[9] - Caris possesses over 627,000 whole exomes and 678,000 whole transcriptomes[9, 11] - The company has access to over 740,000 profiles with matched molecular data and clinical outcomes[11] Market Trends and Reach - Cancer centers are standardizing molecular profiling towards technology and service leaders[13] - Caris has a field-based team of approximately 250 and 50 MSLs serving over 6,000 oncologists in the US[18] - The company has integrated ordering locations in over 3,350 EHRs[18] Financial Performance - Caris achieved $281 million in revenue in Q4 2025, representing a 116% year-over-year growth[35, 67] - The company's total revenue increased to $800 million in FY 2025, a 94% increase year-over-year[69] - Molecular profiling services revenue increased to $755 million, a 116% increase year-over-year[69]
Biogen (NasdaqGS:BIIB) FY Earnings Call Presentation
2026-01-12 21:30
January 12, 2026 DELIVERING THE NEW BIOGEN: THE NEXT CHAPTER OF INNOVATION AND GROWTH CHRISTOPHER A. VIEHBACHER PRESIDENT AND CHIEF EXECUTIVE OFFICER FORWARD-LOOKING STATEMENTS This presentation and discussions during this webcast contain forward-looking statements, relating to: our strategy and plans; potential of, and expectations for, our commercial business and pipeline programs; capital allocation and investment strategy; clinical development programs, clinical trials, and data readouts and presentatio ...
Travere Therapeutics (NasdaqGM:TVTX) Earnings Call Presentation
2026-01-12 21:00
Travere Therapeutics Corporate Overview January 2026 Forward-Looking Statements This presentation contains forward-looking statements, including but not limited to statements about: continued progress with the FILSPARI launch in IgAN; statements regarding our products and products in development as potential foundational treatments and/or treatment standards; additional development and regulatory milestones, including expected data from additional studies and the expected timing thereof; plans and expectati ...
Mind Medicine (MindMed) (NasdaqGS:MNMD) Earnings Call Presentation
2026-01-12 19:45
January 2026 Corporate Presentation Disclaimer This presentation (the "Presentation") has been prepared by Definium Therapeutics, Inc. (" Definium ", the "Company", "we", "our" or "us") solely for informational purposes. This Presentation does not constitute an offering o f, or a solicitation of an offer to purchase, securities of Definium and under no circumstances is it to be construed as a prospectus or advertisement or public offering of securities. Any trade ma rks included herein are the property of t ...
Gilead Sciences (NasdaqGS:GILD) FY Earnings Call Presentation
2026-01-12 19:15
Gilead in 2026 J . P. M o r g a n H e a l t h c a r e C o n f e r e n c e 1 2 J a n u a r y 2 0 2 6 Forward-Looking Statements Statements included in this document that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Gilead cautions readers that forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties include those relati ...
Apellis Pharmaceuticals (NasdaqGS:APLS) FY Earnings Call Presentation
2026-01-12 19:15
2 Transforming innovation into durable value creation Apellis: The Leading Complement Company 44th Annual J.P. Morgan Healthcare Conference Cedric Francois, M.D., Ph.D. Co-Founder, Chief Executive Officer and President January 12, 2026 ARCHER Living with C3G Forward-looking statements Statements in this presentation about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute "forward-looking statements" within the meaning of ...
BioMarin Pharmaceutical (NasdaqGS:BMRN) FY Earnings Call Presentation
2026-01-12 19:15
44th Annual J.P. Morgan Healthcare Conference Alexander Hardy Chief Executive Officer Greg Friberg Chief R&D Officer BioMarin Pharmaceutical Inc. January 12, 2026 These risks and uncertainties include, without limitations, risks relating to the completion of BioMarin's normal quarterly and annual accounting and financial statement closing procedures for the quarter and the year ended December 31, 2025; the timing of orders for commercial products; BioMarin's ability to meet product demand; risks and uncerta ...
Waystar (NasdaqGS:WAY) FY Earnings Call Presentation
2026-01-12 19:15
J.P. MORGAN CONFERENCE Waystar Overview January 12, 2026 ADMIN ACCOUNT ANALYTICS PATIENT TOOLS Executive Dashboard Enaces Explore 32 4.82% Average Days to Pay Denial Rate ▼ 5.3% Previous Month Change ▼ -21% Previous Month Change Payment Trend May Apri NESCH February Recelved Manth Denial Rate Trend Summary March April May June July Received Month WAYSTAR FORWARD-LOOKING STATEMENTS This presentation contains forvard looking statements, within the meaning of the Private Securities Litigstion Reform Act of P99 ...
OneSpaWorld(OSW) - 2026 FY - Earnings Call Presentation
2026-01-12 19:00
Company Performance & Financials - OneSpaWorld delivered a record third quarter in 2025, marking the 18th consecutive quarterly period of year-over-year growth in Total Revenues and Adjusted EBITDA[18] - The company expects fiscal 2025 annual Total Revenues to increase by 8% and Adjusted EBITDA to increase by 10% at the mid-point of the guidance ranges from actual fiscal 2024 annual results[18] - FY 2025 Revenue is projected to be between $958.5 million and $963.5 million, with Adjusted EBITDA between $122 million and $124 million[20] - FY 2026 Revenue is projected to be between $1.01 billion and $1.03 billion, with Adjusted EBITDA between $128 million and $138 million[21] - In Q3 2025, Passenger Cruise Days ("PCD"s) are at 116%+ of Q3 2019 levels, and bookings are ~55% above Q3 2019[39] Market Position & Growth Drivers - OneSpaWorld holds a >90% market share at sea in the outsourced health and wellness market[17] - The company is nearly 20x larger than its nearest maritime competitor[12] - The company has access to a ~23 million annual captive audience[12] - Cruise industry passenger bookings have rebounded, with 2025 expected to eclipse 2019 levels[34] - Onboard spend per PCD (Passenger Cruise Day) was up ~22% in 2024 vs 2019[39] Strategic Advantages - OneSpaWorld operates on 204 ships[17] and 49 resorts[17] - The company has long-term agreements with the largest and most reputable cruise lines, with an average cruise line relationship history of 20+ years and a ~97% historical contract renewal rate[25]