Autolus Therapeutics (AUTL) 2025 Conference June 05, 2025 03:10 PM ET Speaker0 For attending JeffA's Global Healthcare Conference. My name is Kelly Xu, a senior analyst on biotech team here. For this fireside chat session, we are very pleased to have doctor Kristen Iting, Chief Executive Officer from Autolus Therapeutics. Welcome, Kristin. Speaker1 Well, thanks for having us. Speaker0 And maybe to start off, could you please give us an overview of autologous therapeutics as of today? And compared to one yea ...

Citius Pharmaceuticals (CTXR) 2025 Conference June 05, 2025 03:10 PM ET Speaker0 Start? Okay. Thank you, everybody. Appreciate, your attendance here. We look forward to providing you with a detailed overview of actually two companies: Sidious Pharmaceutical, which is the parent company and Sidious Oncology. We're going to be making some forward looking statements. So as we advise everybody, please consult either sec.gov or sidiuspharma.com, our website, for all the possible information on the company. An in ...

LivaNova (LIVN) 2025 Conference June 05, 2025 03:10 PM ET Speaker0 Our next session here, Matt Taylor, the U. Medical Supplies and Devices analyst here at Jefferies. And I'm joined by the management team from LivaNova, including Vlad Makataria, CEO, and Phil Kowalsik, the CSO, Brianna Gottland, who runs the Investor Relations Program. So we'll have about a half an hour for moderated Q and A with the team. And I just want to thank everybody for your interest, and thanks for coming. So to get started, we've a ...

Summary of Conference Call Company Overview - **Company**: MannKind Corporation - **Core Product**: Afrezza, an inhaled insulin product - **Key Partnerships**: United Therapeutics Key Points and Arguments Financial Performance - MannKind has reduced its debt significantly, paying down over $250 million, leaving $35 million remaining on the balance sheet [3] - The company reported a 20% growth in new prescriptions (NRx) for diabetes in Q1 [4] - Cash equivalents stood at nearly $200 million [6] - Revenue growth year-over-year was 18%, with royalties up 32% [37] Product Development and Pipeline - **Afrezza**: - Expected label change in Q4, which is anticipated to drive growth [5] - Pediatric data submission to the FDA is planned for late June to early July, with hopes for approval next year [5][9] - The company is focusing on expanding Afrezza's use in gestational diabetes, with ongoing studies and published data [10][19] - The company aims to achieve a run rate of $203 million for Afrezza sales in the near term [20] - **Tyvaso DPI**: - Licensed to United Therapeutics, showing strong year-over-year growth [20] - Anticipated readout from the TETON-two study in the second half of the year [21] - **Clofazamine**: - Enrollment targets for the trial are ahead of schedule, with a focus on non-tuberculous mycobacterial (NTM) disease [6][24] - The inhaled formulation aims to mitigate risks associated with the oral version of the drug [25] - **02/2001 (IPF Asset)**: - Development is ongoing, with plans to initiate a Phase 2 study [33][34] Market Dynamics - The inhaled insulin market is becoming competitive with insulin pumps, but Afrezza offers unique advantages such as fixed dosing without the need for carb counting [8][9] - The pediatric market is seen as a pivotal opportunity for growth, with a focus on improving A1C levels in children with diabetes [44][45] Strategic Outlook - The company is optimistic about its growth trajectory, with multiple label changes and product approvals expected in the coming year [42] - MannKind is positioning itself to capture a significant share of the diabetes market, particularly among children and pregnant women [44][45] - The company anticipates that every 10% market share in pediatrics could yield approximately $150 million in net revenue [44] Risks and Considerations - The company acknowledges the challenges in scaling Afrezza's growth and the need for effective marketing strategies to overcome competition [4][39] - There are concerns regarding the variability in trial results and the need for proper dosing to achieve better control for patients [18] Additional Important Information - MannKind has a strong focus on improving patient outcomes and providing alternatives to traditional insulin delivery methods [12][19] - The company is actively engaging with the FDA and other stakeholders to ensure successful product development and market entry [5][42] - The potential market for NTM is estimated to be a billion-dollar market, with significant unmet needs [22][23]

Axsome Therapeutics (AXSM) 2025 Conference June 05, 2025 02:35 PM ET Speaker0 started with the next session. I'm Andrew Tsai, senior biotech analyst at Jefferies. Thanks for tuning in. And it's my pleasure to have Mark Jacobsen, Chief Operating Officer next to me from Axsome. Welcome. Speaker1 Hey, thanks. Thanks for having us, Andrew. Speaker0 Yeah, you got it. So maybe briefly, introduction about Axsome, what you're working on, what your strategy is, and then maybe talk about some of these near term catal ...

CytomX Therapeutics (CTMX) 2025 Conference June 05, 2025 02:35 PM ET Speaker0 All right. All right. Welcome, everyone, to Jefferies twenty twenty five Global Healthcare Conference. My name is Roger Sung, one of the senior analysts cover SMICHA Biotech in The US. It is my pleasure to have the next fireside chat with Atomic Therapeutics CEO, Sean. Good. Yeah. Good to see you. Speaker1 Pleasure to be here, Roger. Speaker0 Awesome. Maybe before we start, we know you just announced a very exciting data from your ...

Arvinas (ARVN) 2025 Conference June 05, 2025 02:35 PM ET Speaker0 My name is Akash Chewari. I am a pharma and biotech analyst here and we have the Arvenous management team. John, I'm gonna hand it off to you for some I think you have some slides you want to present and then we'll get started with the q and Thank Speaker1 Thanks for being here. I thought I'd start just by setting the scene around Arvinus and giving you a little bit of background of where we are today. So forward looking statements. So Arvinu ...

Nasdaq (NDAQ) Conference June 05, 2025 02:30 PM ET Speaker0 Alright, everyone. Welcome back to the twenty twenty five Piper Sandler Global Exchange and Trading Conference. I'm Patrick Molley, senior research analyst covering the exchanges, brokers, and trading companies. Our next guest, we're joined by Nasdaq's chair and CEO, Adena Friedman. Nasdaq is a global exchange operator and financial technology company that services a broad range of financial market participants. Adena's been CEO of Nasdaq for, I th ...

Zeta Global (ZETA) 2025 Conference June 05, 2025 02:20 PM ET Speaker0 It's Koji Keta. I am the software analyst one of the software analysts here at Bank of America. I'm absolutely thrilled to be closing out our tech conference with Zeta Global. We have three here. We have Matt Pfau, VP of Investor Relations, Nizh Gore. What you are the chief data officer, and we have a special guest. Speaker1 Vasirag Bali, VP of Data Cloud. Speaker0 Yep. So thanks so much for being here, guys. I guess we should start it of ...

Jamf (JAMF) 2025 Conference June 05, 2025 02:20 PM ET Speaker0 So I guess we're ready to kick this thing off. You guys are in the right spot for our fireside conversation today with Jamf. You know, today, we have a couple of very special guests with us. We have David Rideau, CFO Jennifer Gumman, investor relations. And, yeah, thank you guys so much for for making the time. Speaker1 Yeah. Thank you very much. Speaker2 Surely. Thanks for having us. Speaker1 I am. Intimate gathering. We'll have a and if there' ...