Toll Brothers (TOL) Q2 2025 Earnings Call May 21, 2025 08:30 AM ET Speaker0 Good morning, everyone, and welcome to the Toll Brothers Second Quarter Fiscal Year twenty twenty five Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. The company is planning to end the call at 09:30 when the market opens. During the Q and A, please limit yourselves to one question and one follow-up. Please also note today's event is being re ...

Wix.com (WIX) Q1 2025 Earnings Call May 21, 2025 08:30 AM ET Speaker0 Good day. Thank you for standing by. Welcome to Lixus First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please note that today's conference may be recorded. I will now hand the conference over to your speaker host, Emily Liu, Head of Investor Relations. Please go ahead. Speaker1 Thanks, and good ...

Pacira BioSciences Inc (PCRX) 2025 Conference May 21, 2025 08:30 AM ET Speaker0 Welcome back everyone to the twenty twenty five RBC Global Healthcare Conference. My name is Greg Renza, one of the biotech analysts, and we're pleased to be joined now by Pacira Biosciences. Joining us from the company is the Chief Executive Officer, Frank Lee. Frank, great to see you. Thanks for being here. Speaker1 Good to see you, Greg. Yeah. Happy to be here. Speaker0 Great. Great. Well, always a lot going on in the externa ...

Summary of the Conference Call for Mobile Health Network Solution (MNDR) Company Overview - **Company Name**: Mobile Health Network Solution - **Ticker**: MNDR - **Market**: Primarily focused on the APAC region, particularly Singapore, with plans for expansion into Indonesia, Malaysia, and Vietnam [1][26][57] Core Industry Insights - **Telehealth Market**: The company is a leading provider of teleconsultation services in Southeast Asia, with a significant volume of consultations conducted over the past seven years [5][33] - **AI Integration**: The company is leveraging AI technology to enhance healthcare delivery, including the development of an AI companion for patients and an AI adviser for doctors [28][31] Key Points and Arguments - **Market Position**: Ranked as one of the fastest-growing healthcare and life science companies in Singapore and the APAC region, with a Financial Times ranking of 41 in 2024 [5][26] - **User Base**: Over 2 million users in Singapore, with a high user retention rate of nearly 99% [42][56] - **Affordability**: Offers teleconsultation services at a cost of less than $6 to $7, making healthcare accessible and affordable [40] - **Growth Potential**: Less than 20% of care in Singapore is currently virtual, indicating significant growth potential as the company aims to scale virtual care [48][49] Future Plans and Strategies - **Expansion**: Plans to expand operations into Indonesia, Malaysia, and Vietnam, targeting a combined population of nearly 500 million [57][58] - **AI Development**: Focus on developing AI capabilities to automate clinical documentation and enhance patient-doctor interactions [31][54] - **Global Reach**: The platform is designed for global scalability, allowing users worldwide to access services through a mobile app [58] Financial Insights - **Liquidity**: The company has a standby line of $10 million and aims for operational profitability within one to two years [53][54] - **Marketing Strategy**: Minimal marketing expenditure (less than $100,000) with growth driven primarily by word-of-mouth [55] Additional Noteworthy Information - **Healthcare Transformation**: The company is positioned to redefine healthcare delivery through AI, aiming for a seamless interaction between patients and healthcare providers [44][60] - **Unique Value Proposition**: The combination of high consultation volume, healthcare-focused data accumulation, and AI-driven solutions sets the company apart from generalist AI solutions [63][64] Conclusion - The company is at the forefront of a transformative period in healthcare, leveraging AI to enhance accessibility and efficiency in telehealth services, with ambitious plans for growth and expansion in the coming years [41][62]

Summary of Corbus Pharmaceuticals Holdings (CRBP) 2025 Conference Call Company Overview - **Company**: Corbus Pharmaceuticals Holdings (CRBP) - **Date of Conference**: May 21, 2025 - **Key Speaker**: Yuval Cohen, CEO Key Points Discussed ADC CRB-701 Development - **Data Presentation**: Recent data from the first Western dataset for CRB-701 shows safety and efficacy comparable to existing treatments like PADCEV, particularly in bladder and cervical cancers [5][6] - **Ocular Prophylaxis Impact**: The use of ocular prophylaxis in Western trials resulted in significantly fewer ocular events compared to trials in China [5] - **Head and Neck Cancer**: Initial data from head and neck cancer patients is promising, with a small cohort showing encouraging results [6][8] - **Safety Profile**: CRB-701 demonstrates a markedly safer profile than PADCEV, with fewer adverse events and lower dropout rates [8] - **Market Strategy**: The company aims to target "empty swim lanes" in oncology, focusing on tumor types where PADCEV is not currently used [9][10] Future Data Expectations - **Project OPTIMIZ**: The company is conducting Project OPTIMIZ, which includes trials for bladder, head and neck, and cervical cancers, with significant patient enrollment expected [13][14] - **Data Release Timeline**: More mature data is anticipated to be presented at a major oncology conference later in the year, with a marked increase in patient numbers [14][36] Head and Neck Cancer Focus - **Market Size**: Head and neck cancer represents a significant market opportunity, with approximately 80,000 patients in the US, half of whom may become metastatic [35] - **Regulatory Path**: The regulatory path for head and neck cancer may be more complex compared to cervical cancer, which has a smaller patient population but potentially faster approval timelines [36][37] Combination Therapy Insights - **Checkpoint Inhibitor Combinations**: The company is exploring combinations of CRB-701 with checkpoint inhibitors, with a focus on patient selection based on immune-related biomarkers [23][24] - **Data-Driven Decisions**: Future strategies will be guided by data outcomes, particularly in relation to competing therapies in the market [25][27] Other Drug Developments - **CB1 Inverse Agonist (CRB-913)**: The company is developing CRB-913, which aims to have a safer profile with significantly lower brain penetration compared to competitors, potentially reducing neuropsych adverse events [41][42] - **Phase Ib Studies**: The design of Phase Ib studies will focus on safety and tolerability, with results expected in the second half of the year [49][50] Upcoming Milestones - **Phase One Data**: The company plans to present data for multiple assets in the second half of the year, indicating a busy and potentially impactful period ahead [61] Additional Insights - **Market Competition**: The competitive landscape includes other modalities targeting similar indications, with a focus on differentiating CRB-701 based on its unique safety and efficacy profile [20][21] - **Regulatory Considerations**: The company is aware of the challenges in navigating regulatory pathways, especially for larger indications like head and neck cancer [36][37] This summary encapsulates the key discussions and strategic directions of Corbus Pharmaceuticals as presented in the conference call, highlighting their focus on innovative cancer therapies and the importance of data in guiding their development strategies.

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $18.6 million, representing a 3.4% increase from $18.1 million in Q1 2024 [22] - Adjusted net income was $400,000, down from $1.3 million in Q1 2024 [25] - Overall gross profit was $9.7 million, a decrease of 3.1% from $10 million in Q1 2024, with a gross margin of 51.7% compared to 55.2% in the same period last year [23][24] - Revenue from services was $14.2 million, up 4.9% from $13.5 million in Q1 2024, accounting for 75.7% of total revenue [22][23] Business Line Data and Key Metrics Changes - Average daily active terminals (DAT) were 308,863, a slight decrease of 0.3% from 309,906 in Q1 2024 [21] - The Glaucoma IoT business saw a twelve-fold increase in daily active IoT terminals year-over-year [40] - The Glaucoma Mobile fixed broadband business is projected to grow by approximately 10% [7] Market Data and Key Metrics Changes - Japan contributed 40.4% of total revenue, Mainland China 31.2%, North America 12.9%, and other regions 15.5% [23] - The average daily data usage per terminal was 1.59 gigabytes as of March 2025 [21] Company Strategy and Development Direction - The company is expanding from a single product line to four, with a focus on innovative solutions for IoT and pet connectivity [18][17] - The company plans to begin regular disclosures of key metrics in Q3 2025 to enhance transparency for investors [8] - The introduction of AI technologies aims to improve operational efficiency and user experience [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for future growth, expecting total revenue for Q2 2025 to be between $20 million and $25 million, representing an increase of 2.7% to 11.6% compared to Q2 2024 [18] - The company is actively engaging in commercial discussions with major operators worldwide, anticipating several partnerships to be finalized soon [9] Other Important Information - The company had 183 patent applications, with 159 approved and 14 patents granted as of March 31, 2025 [21] - The company maintained a solid balance sheet with cash and cash equivalents of $30.1 million as of March 31, 2025, up from $30.1 million at the end of 2024 [26] Q&A Session Summary Question: Insights on the pet phone product and target demographics - Management highlighted that early adopters are expected from pet channels in Europe, Asia, and the U.S., with commercial launch planned for May [28][29] Question: Impact of tariffs on business - Management stated that current tariffs have not significantly impacted operations, with alternative sourcing strategies in place to mitigate risks [32][33] Question: Reasons for increased service costs and control measures - The increase in service costs is attributed to a shift in sales mix and higher expenditures on marketing and promotions for new business lines [37][39] Question: Areas of collaboration with partners - Management discussed partnerships with Tier two and Tier three carriers, focusing on enhancing service quality and expanding market reach through new product offerings [41][42]

Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $4 million, down from $5 million in Q1 2024, primarily due to lower revenue from BARDA funded development services as the NexoBrid development program nears completion [17] - Gross profit for the quarter was $700,000, representing a gross margin of 19%, compared to $600,000 and a gross margin of 12% in the prior year [17] - R&D expenses totaled $2.9 million, up from $1.5 million in Q1 2024, reflecting continued investment in the EscharEx VALUE Phase III trial [17] - SG&A expenses were $3.1 million, compared to $2.9 million in the prior year [17] - Operating loss for the quarter was $5.2 million, compared to $3.7 million in Q1 2024 [17] - Net loss was $700,000 or $0.07 per share, an improvement from a net loss of $9.7 million or $1.05 per share last year [17] - Adjusted EBITDA loss for the quarter was $4 million, compared to $2.9 million in the prior year [17] - Cash, cash equivalents, and deposits as of March 31, 2025, were $38.7 million, down from $43.6 million at year-end 2024 [19] Business Line Data and Key Metrics Changes - The VALUE Phase III study for EscharEx is on track, with recruitment progressing as planned, aiming to enroll 216 patients across approximately 40 sites in the U.S. and Europe [5][6] - NexoBrid's U.S. adoption continues to expand, with a 207% year-over-year increase and a 31% sequential increase in revenue during Q1 2025 [12] - Demand for NexoBrid in Japan and Europe continues to exceed manufacturing capacity, with a new manufacturing facility expected to be operational by year-end 2025 [12][13] Market Data and Key Metrics Changes - The company has secured a €2,500,000 grant from the European Innovation Council Accelerator to support the clinical and regulatory advancement of EscharEx for diabetic foot ulcers [9] - The U.S. government has expressed interest in establishing a domestic backup manufacturing site for NexoBrid, supported by BARDA [15][25] Company Strategy and Development Direction - The company is focused on scaling manufacturing capabilities to support long-term growth, with a new facility progressing on schedule and U.S. expansion plans underway [21] - EscharEx is positioned to become a global leader in enzymatic wound debridement, with strong clinical advantages over competitors [11] - The company is advancing complementary studies to support market access and future commercial success [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the execution of clinical, commercial, and operational priorities, maintaining momentum from 2024 [4] - The company anticipates achieving operational capacity for the new manufacturing facility by the end of 2025, with regulatory inspections expected thereafter [25] - Management remains optimistic about the VALUE Phase III trial and expects interim data by mid-2026 [31] Other Important Information - The company is planning a 45-patient randomized prospective Phase II head-to-head comparison of EscharEx versus collagenase, scheduled to begin in the second half of 2025 [7] - The pediatric Phase III study results for NexoBrid were published, reinforcing its efficacy and safety [13] Q&A Session Summary Question: What is yet to be done for manufacturing scale-up by year-end? - The construction of the new facility is complete, and the company is in the commissioning phase, expecting operational capacity by the end of 2025 [25] Question: When should investors expect movement on U.S. capacity? - The project for a domestic backup manufacturing site is expected to be finished by Q3 this year, with further details to follow [28] Question: How is enrollment progressing for the VLU study? - Recruitment is progressing as planned, with excitement from leading wound care companies and key opinion leaders [31] Question: How is the stockpiling of NexoBrid being planned? - The company prefers to treat patients rather than stockpile, but there is growing interest from governments for stockpiling [37] Question: What is the structure of the EscharEx trial sites? - Approximately 50% of the sites will be in the U.S., with a focus on recruiting the right patients [39] Question: Will the results of the head-to-head study and phase three study come around the same time? - The head-to-head study is expected to finish ahead of the phase three study due to its shorter duration [43] Question: What factors will influence the pricing strategy for EscharEx? - The pricing strategy will consider treatment costs, health economics, and potential savings from faster debridement [51] Question: How should investors think about BARDA and DoD funding? - The company anticipates no material impact on revenue outlook for 2025, with programs back on track [61]

Financial Data and Key Metrics Changes - The company reported $43 billion in revenue for FY 2025, with a strong double-digit performance and a 10% comprehensive annual growth in revenue [17][23] - Adjusted EPS growth was noted at 12% annually, alongside a similar growth rate in free cash flow generation [23] Business Line Data and Key Metrics Changes - The largest end market for the company is pharmaceutical and biotech, with significant presence in academic, government diagnostics, healthcare, and industrial markets [18][20] - Over 80% of the company's revenue is derived from services and consumables, indicating a recurring revenue business model [20] Market Data and Key Metrics Changes - Approximately half of the company's business is in North America, with a quarter in Europe and the remainder spread across Asia Pacific and Latin America [20] Company Strategy and Development Direction - The company focuses on creating differentiated value for stakeholders, emphasizing sustainable value creation and corporate social responsibility [17][21] - The PPI business system has been in place for over two decades, providing a competitive advantage and enabling successful acquisitions [22] Management's Comments on Operating Environment and Future Outlook - The management expects a continuing recovery in end markets with an anticipated organic growth of around 3% to 4% [27] - The impact of tariffs and cuts to academic research funding is expected to be a headwind of about 1.5% on growth and earnings, although recent developments suggest a lessening impact [27][28] Other Important Information - The advisory resolution approving executive compensation was not approved, indicating shareholder concerns regarding executive pay [15][16] Q&A Session Summary Question: How does the Compensation Committee use the compensation actually paid total compensation figures in its calculation of the CEO target total compensation award for the upcoming year? - The compensation committee considers various factors including benchmarking information, company performance, and shareholder feedback to ensure alignment with compensation philosophy and strategic market positioning [25][26] Question: How will tariffs and cuts to academic research funding impact the company? - The management noted that tariffs and funding cuts are expected to be a headwind of about 1.5% on growth and earnings, but recent developments suggest a lessening impact [27][28]

Marc N. Casper Chairman, President and Chief Executive Officer Julia L. Chen Vice President and Corporate Secretary Annual Meeting of Shareholders 2025 The world leader in serving science Proprietary | May 21, 2025 Annual Meeting of Shareholders Meeting Agenda 2 Proprietary | May 21, 2025 • Call to Order and Instructions • Voting Matters • Questions and Answers on Voting Matters • Closing of Polls • Preliminary Voting Report • Management Presentation • Questions and Answers on General Matters • Adjournment ...

1Q 2025 (NYSE:KNOP) Forward-looking statements This presentation contains certain forward-looking statements (as defined in Section 21E of the Securities Exchange Act of 1934, as amended) that reflect management's current view and involve known and unknown risks and are based upon assumptions and estimates that are inherently subject to significant uncertainties and contingencies, many of which are beyond the control of KNOT Offshore Partners LP ("KNOP"). Actual results may differ materially from those expr ...