Rhythm Pharmaceuticals (RYTM) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 Okay. Yeah. Hi. Hi, good afternoon. Welcome to day one of the Jefferies Healthcare Conference. My name is Dennis Ting, biotech analyst here at Jefferies. I have the great pleasure of having CEO David Meeker here with us from Rhythm Pharmaceuticals. Welcome. Speaker1 Yeah. Thanks, Dennis. Speaker0 So perhaps just level set us in terms of where the company is today and just sort of the evolution of the company since over the last ...

Alumis (ALMS) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 Good evening, everyone, and welcome to the Global Jeffries Healthcare Conference. My name is Camden with the Jeffries Healthcare team, and it's my pleasure to introduce Martin Babler, CEO of Illumis. Speaker1 Thank you very much, and welcome to our presentation this afternoon. And I want to thank Jefferies for actually offering us to present our company here and participate in some one on one meetings. I'm going to give you a brief overview of ...

InMode (INMD) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 Let me kick off this session with InMode. I'm Matt Taylor, the US medical supplies and devices analyst here at Jefferies. And from InMode, have Moshe Masrahi, the CEO joining us here virtually on the screen. And also Yair Melka, the CFO here next to me. So we have about a half hour for some moderated Q and A and maybe we'll go back and forth a little bit. Moshe, let me start high level with you and talk a little bit about just the company. I w ...

DoubleVerify (DV) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 Alright. I think we think we're good to go. Awesome. Alright. Well, thanks everybody for joining us today at the Baird Consumer Technology and Services Conference. Very excited to be hosting the event. For those of you who don't know me, my name is Vik Kasevovotla. I'm one of our senior research analysts here and I lead our coverage of the Internet and digital services sector. Pleased to welcome the team from Double Verified to the stage t ...

Zura Bio (ZURA) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 All right, good to go. All right, everyone. Thank you so much for coming to the Jefferies Healthcare Conference. And I'd like to warmly welcome the CEO of Zura Bio, Robert Lisicki. Speaker1 Thank you very much for that introduction. And I'd like to, on behalf of Zura Bio, just extend my regards and thanks to Jeffries for the invitation today and the chance to share what I think is a very exciting update on Zura Bio and the company. Just as a ...

Codexis (CDXS) 2025 Conference June 04, 2025 03:10 PM ET Speaker0 think we're good to go. I'm Tycho Peterson from the life science team. It's my pleasure to introduce Codexis. Happy to have Stephen Dully with us again this year. Stephen, maybe just to kick it off, obviously a lot of focus on ecosystem. Maybe let's go back twenty four months since the platform was just getting started. Walk us through the journey there, lots happened. How do we go from kind of technology and concept to execution of commercia ...

Summary of SS&C Technologies FY Conference Call (June 04, 2025) Company Overview - **Company**: SS&C Technologies (SSNC) - **Industry**: Financial Services Software and Outsourcing Solutions - **Market Cap**: Approximately $20 billion - **Enterprise Value**: Approximately $26 billion - **Employees**: 27,000 - **Clients**: Over 22,000 across 35 countries - **Revenue**: Expected to be around $6 billion in 2025 [4][5] Core Business Insights - **Business Units**: SS&C operates six business units, with 75% of revenue generated from three main units: - **GlobeOp**: Focused on alternative assets, hedge funds, and private markets [6] - **Transfer Agency Services**: Contributes about 25% of revenue [6] - **Wealth and Investment Technology (WIT)**: Provides software licenses across various segments [7] - **Key Metrics**: - Over $4 billion in Assets Under Administration (AUA) [5] - 45 million accounts on the transfer agency platform [5] - 500 million healthcare claims processed [5] - **Revenue Retention**: Strong at 97%, indicating high client stickiness [13][22] Financial Performance - **Organic Growth**: Projected organic growth rate of approximately 4.5% for the full year [17] - **EBITDA Growth**: Grew by over 6% with margin expansion of about 30 basis points [11] - **Earnings Per Share (EPS)**: Expected growth of over 8% [12] - **Cash Flow**: Cash flow from operations increased by over 51% [12] - **Debt Management**: Leverage ratio reduced to approximately 2.7 times, nearing investment-grade territory [29] Strategic Initiatives - **Research and Development**: Continuous reinvestment in R&D to drive long-term growth [16][17] - **Mergers and Acquisitions (M&A)**: Focus on acquiring businesses that enhance organic growth and maintain price discipline [24][25] - **Capital Allocation**: Share repurchase program increased by 50%, with a new authorization of $1.5 billion [27][28] - **International Growth**: Expansion into international markets, particularly with the Insignia project in Australia [21][41] Market Dynamics and Guidance - **Market Uncertainty**: Acknowledgment of economic uncertainty but no significant slowdown in client commitments [38][39] - **Second Quarter Guidance**: Organic growth forecast of 2.5% for Q2, considered conservative [38] - **Future Outlook**: Confidence in stronger growth in the second half of the year, particularly in Q4 due to historical trends [44][45] Additional Insights - **Client Service Enhancements**: Focus on improving customer service to increase retention rates [22] - **Lift Outs**: Strategy of outsourcing and rebadging employees to enhance service efficiency [22][23] - **Pricing Strategy**: Potential to increase pricing from the traditional 1% to 1.5% as part of growth strategy [21] This summary encapsulates the key points discussed during the SS&C Technologies FY Conference Call, highlighting the company's performance, strategic initiatives, and market outlook.

Summary of iRhythm (IRTC) FY Conference Call - June 04, 2025 Company Overview - iRhythm is a digital healthcare company focused on cardiac monitoring, having launched over a decade ago and changing the standard of care from traditional short-term Holter monitors to long-term monitoring solutions [7][8] - The company utilizes a proprietary technology platform that combines wearable biosensors, sophisticated AI tools, and a digital platform to deliver seamless services to clinicians [8][12] Financial Performance - For Q1 2025, iRhythm reported revenue of $158.7 million, representing over 20% year-over-year growth, marking the second consecutive quarter of such growth [13][52] - The company serves over 2 million patients annually, capturing approximately 30% of its core market of 6.5 million tests [14] - Gross margin improved to 68.8%, with a 250 basis point year-over-year increase, while adjusted EBITDA margin showed a 750 basis point improvement [53] Market Opportunity - The total addressable market (TAM) for cardiac monitoring is estimated at 27 million patients in the U.S., with only 6.5 million tests currently being performed annually [22][27] - iRhythm has a significant opportunity to expand internationally, with 5 million tests available outside the U.S. [20][23] - The company holds over 70% market share in long-term continuous monitoring, a segment it pioneered [18] Growth Strategy - iRhythm is focusing on a "land and expand" strategy, initially introducing its products through cardiology and electrophysiology departments and then expanding into primary care and other specialties [30] - The company is also targeting innovative channels, including value-based entities that manage patient risk, to capture a larger share of the market [31][34] Technological Advancements - AI is a core component of iRhythm's operations, enabling the analysis of vast amounts of ECG data collected from patients [36][46] - The company is developing additional vital sign monitoring capabilities through partnerships, which will enhance its product offerings and competitive position [43] Regulatory and Compliance Updates - iRhythm is addressing an FDA warning letter, with 80% of remediation activities completed as of the call date [49] - The company is also complying with a DOJ subpoena, providing requested documents while maintaining transparency with investors [50] Future Outlook - iRhythm has raised its revenue guidance for the year to between $690 million and $700 million, with adjusted EBITDA expected to be between 7.5% and 8.5% [55] - The company is committed to maintaining profitable growth while investing in R&D and operational infrastructure to support long-term growth [58] Key Takeaways - iRhythm is well-positioned to capitalize on the shift towards personalized medicine and preventative care, leveraging its advanced technology and market leadership [3][4] - The company is focused on expanding its market share and improving patient outcomes through innovative monitoring solutions [17][32]

Axcelis (ACLS) FY Conference June 04, 2025 03:00 PM ET Speaker0 An organic investment opportunity sup, you know, and we've been doing some shareholder return over the period of time to to capitalize on on where we are with with the market. So I'll go into more detail on what an implanter is in a second, but we were founded in 1978 by really the, I'll call it, the the fathers of implantation. You know, we've been around for a long time, over about 1,500 or so employees. 2024 revenue of about a billion dollar ...

ASGN (ASGN) FY Conference June 04, 2025 03:00 PM ET Speaker0 Hello, everyone. Thank you for joining. I'm Maggie Nolan. I'm the research analyst here at William Blair who covers IT services, and that includes ASGN along with my colleague, Trevor Romeo. I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at williamblair.com. So we're very excited to have ASGN here with us today, Ed Hansen, the CEO Shiv, the President Marie, t ...