3D Systems (DDD) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Mick McCloskey - Treasurer & Vice President of Investor RelationsDr. Jeffrey Graves - President and CEOJeffrey Creech - Executive VP & CFOTroy Jensen - Managing DirectorBrian Drab - Co-Group Head–IndustrialsAlek Valero - Equity Research Associate Conference Call Participants Greg Palm - Senior Research Analyst Operator Greetings. Welcome to three d Systems First Quarter twenty twenty five Earnings Call. At this time, all pa ...

Vital Energy (VTLE) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Ron Hagood - Vice President, Investor RelationsJason Pigott - President and Chief Executive OfficerDerrick Whitfield - Managing DirectorKatie Hill - Senior VP & COOZach Parham - Executive DirectorNoah Hungness - Equity Research AssociateBryan Lemmerman - Senior VP & CFOJohn Abbott - E&P Research Vice PresidentJonathan Mardini - Equity Research Associate Operator Good day, ladies and gentlemen, and welcome to Vital Energy ...

Seaport Entertainment Group (SEG) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Matt Partridge - CFO, EVP & TreasurerAnton Nikodemus - CEO, President & Chairman of Board Operator Greetings and welcome to the Seaport Entertainment Group First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Matt Partridge, CFO. Thank you. You may begin. Matt ...

Financial Data and Key Metrics Changes - As of March 31, 2025, the company's cash, cash equivalents, and marketable securities totaled $23.2 million [19] - Total operating expenses for Q1 2025 were $12.9 million, resulting in a net loss of $12.8 million [19] Business Line Data and Key Metrics Changes - The company is focused on the NDA submission for cytisinicline, which is expected to be submitted in June 2025 [6][12] - The ORCA-OL open label study has over 100 patients with one year of exposure to cytisinicline, demonstrating strong tolerability [10][14] Market Data and Key Metrics Changes - In the U.S., over 29 million adults smoke cigarettes, and 11 million vape, with more than half wanting to quit but fewer than 10% succeeding due to inadequate tools [7] - Cytisinicline, if approved, will be the first new nicotine dependence drug in nearly 20 years, addressing a significant unmet need in the market [8][17] Company Strategy and Development Direction - The company aims to change the perception of nicotine dependence as a serious medical condition that requires treatment, similar to how GLP-1 medications have reframed obesity treatment [9] - The management is focused on ensuring a high-quality NDA submission and preparing for a potential commercial launch in 2026 [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the NDA submission process and the potential impact of cytisinicline on public health, particularly in treating nicotine dependence and related chronic conditions like COPD [21][66] - The company is committed to prudent cash management to extend its cash runway while focusing on the NDA submission [20] Other Important Information - The ORCA-three clinical trial results published in JAMA Internal Medicine reaffirm cytisinicline's efficacy and tolerability for helping adult smokers quit [16] - The company convened a Scientific Advisory Board meeting with leading experts to discuss cytisinicline and gather insights for the NDA filing and commercial plans [15] Q&A Session Summary Question: How long before we see the full safety data from the long-term study? - The company expects to complete the study by June to September 2025 and will present the data after the NDA submission [27] Question: What were some of the key takeaways from the SAB meeting? - The SAB meeting highlighted the enthusiasm of key opinion leaders for cytisinicline and discussed its potential applications in various settings [30][32] Question: What are your plans for pre-commercial efforts to increase awareness of cytisinicline? - The company is focusing on awareness, availability, and access, ensuring the drug is ready for sale and working on pricing and payer strategies [36][38] Question: What is the status of any partnership discussions for non-dilutive capital? - The company is specifying its needs for partnerships related to COPD and is in discussions with potential candidates [44] Question: Have there been any changes in interactions with the FDA? - There have been no significant changes; interactions have remained consistent as the company approaches the NDA submission [48] Question: How are pricing discussions with payers going? - Initial conversations have occurred, but strong perspectives will emerge once pricing is set [52] Question: Will the company rely on external partners for commercialization? - The company will heavily rely on agency partners to implement its strategy and digital launch roadmap [59] Question: When will commercialization begin after product approval? - The company anticipates needing some time post-approval to ensure a strong launch, but aims to start as close to approval as possible [61]

Acadia Healthcare Company (ACHC) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Brian Farley - EVP - General Counsel & SecretaryChristopher H. Hunter - CEOHeather Dixon - Chief Financial OfficerA.J. Rice - Managing DirectorWhit Mayo - Senior Managing DirectorJohn Ransom - Managing Director, Director of Healthcare ResearchAndrew Mok - DirectorGabrielle Ingoglia - Equity Research Associate Conference Call Participants Brian Tanquilut - Equity Research Analyst - Healthcare ServicesPito Chi ...

3D Systems (DDD) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Mick McCloskey - Treasurer & Vice President of Investor RelationsDr. Jeffrey Graves - President and CEOJeffrey Creech - Executive VP & CFOTroy Jensen - Managing DirectorBrian Drab - Co-Group Head–IndustrialsAlek Valero - Equity Research Associate Conference Call Participants Greg Palm - Senior Research Analyst Operator Greetings. Welcome to three d Systems First Quarter twenty twenty five Earnings Call. At this time, all pa ...

Financial Data and Key Metrics Changes - The fourth quarter revenue decreased by 11% to $1.2 billion, slightly better than the expected 10% decline for the full year [39][47] - Full year revenue declined by 9% to $5.2 billion, with North American revenue down 11% and EMEA flat [47][49] - Gross margin for the fourth quarter increased by 170 basis points year over year to 46.7%, driven by lower product and freight costs [44][47] - Full year gross margin increased by 180 basis points to 47.9%, surpassing expectations [47][49] - The company reported a diluted loss per share of $0.16 for the fourth quarter, while adjusted diluted loss per share was $0.08 [46][49] Business Line Data and Key Metrics Changes - Apparel revenue decreased by 11%, while footwear revenue declined by 17% [43] - Accessories business saw a 2% increase, benefiting from strength in team sports and running [43] - Direct to consumer revenue was down 15%, primarily due to a 27% decrease in e-commerce sales [42] Market Data and Key Metrics Changes - North American revenue declined by 11%, primarily due to a decrease in the DTC business [39] - EMEA revenue decreased by 2%, remaining flat on a currency-neutral basis [40] - APAC revenue was down 27%, attributed to a highly competitive and promotional environment [40] Company Strategy and Development Direction - The company is focusing on higher quality revenue and brand strength while driving gross margin expansion [49][50] - A shift towards a category management operating model aims to enhance efficiency and decision-making speed [13] - The company is committed to reducing promotional activities to build a more premium brand image [39][42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the evolving business environment and emphasized the importance of agility [6][37] - The company anticipates a modest top-line contraction for fiscal 2026 due to recent changes in trade policy [49][50] - Management highlighted the need for a disciplined approach to cost management while maintaining marketing investments [79] Other Important Information - The company has recognized $32 million in restructuring charges for the fourth quarter, with total charges expected to be between $140 million and $160 million [45][49] - Inventory was down 1% year over year to $946 million, aligning with expectations [46] Q&A Session Summary Question: Can you provide more details about the North American reset? - Management highlighted the importance of leadership and a structured approach to improve brand execution and consumer engagement [56][60] Question: How is the company planning to normalize e-commerce with reduced promotional activities? - Management noted positive traction in full-price sales and emphasized the need for a brand-inspired online experience [72][74] Question: What are the expected savings from the restructuring plan? - Management indicated that approximately $35 million in savings were achieved in fiscal 2025, with expectations of $75 million in annual run rate savings by the end of fiscal 2026 [78][79]

Hydrofarm (HYFM) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Anna Kate Heller - Senior Vice President, Investor RelationsB. John Lindeman - CEOKevin O’Brien - CFO Conference Call Participants Dmitry Silversteyn - Senior Research Analyst Operator Good day, ladies and gentlemen, and thank you for standing by. Welcome to the HydroPharm Holdings Group First Quarter twenty five Earnings Conference Call. At this time, all participants have been placed in a listen only mode and the lines wi ...

AirJoule Technologies (AIRJ) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Tom Divine - Vice President of Investor Relations & FinanceMatt Jore - Founder and CEOPat Eilers - Executive ChairmanBryan Barton - Chief Commercialization OfficerStephen Pang - CFO Conference Call Participants Jeffrey Campbell - Senior AnalystSameer Joshi - Senior Equity Research Analyst Operator Greetings. Welcome to the Air Juul Technologies First Quarter twenty twenty five Earnings Call. At this time, all pa ...

Achieve Life Sciences (ACHV) Q1 2025 Earnings Call May 13, 2025 08:30 AM ET Company Participants Nicole Jones - Investor RelationsRichard Stewart - CEO & DirectorCindy Jacobs - President, Chief Medical Officer & DirectorMark Oki - CFOGary Nachman - Managing Director - Equity ResearchJaime Xinos - Chief Commercial Officer Conference Call Participants Justin Walsh - Director & Research AnalystJohn Vandermosten - Senior Analyst Operator Greetings. Welcome to Achieve Life Sciences First Quarter twenty twenty fi ...