Simulations Plus (NasdaqGS:SLP) FY Conference September 10, 2025 02:35 PM ET Speaker0Well, thank you everybody for being here today. I'm delighted to introduce Sean O'Connor, who's the CEO of Simulation Plus. Thank you for joining us, Sean. I'll I'll turn it over to Sean to to give a brief overview of of Simulation Plus and and the platform, and then we can go through some questions as well as any questions that we have from the audience. So over to you, Sean.Very good. Thank you, Mark. Thanks for having us ...

Alcoa (NYSE:AA) FY Conference September 10, 2025 02:30 PM ET Company ParticipantsMolly Beerman - EVP & CFOConference Call ParticipantsCarlos de Alba - Equity Research AnalystCarlos de AlbaGood morning, everyone. Thank you very much for joining the Laguna Industrial Conference and this session with Molly Beerman, Alcoa Corporation's Chief Financial Officer. Thank you very much for being here. Molly, it's becoming a nice tradition.Molly BeermanThanks, Carlos. We appreciate the opportunity.Carlos de AlbaVery h ...

Arlo (NYSE:ARLO) FY Conference September 10, 2025 02:30 PM ET Company ParticipantsMatthew McRae - CEOJim Fish - MDJim FishAll right, good afternoon, everyone. Thanks for joining us. Jim Fish with Piper Sandler Research. We have the pleasure of having Arlo with us. Thanks for joining us.Matthew McRaeYeah, happy to be here.Jim FishLook, I think a large part of your story, just to get right into it, is this massive transition you've been on, and it's been very successful. You guys have exceeded your ARR target ...

nVent Electric (NYSE:NVT) FY Conference September 10, 2025 02:30 PM ET Company ParticipantsChris Snyder - Executive DirectorTony Riter - VP-IRGary Corona - EVP & CFOChris SnyderAll right. Thank you, everybody. Chris Snyder, U.S. Multi-Industry Analyst. Very excited to have nVent up here with me today, CFO Gary Corona and IR, Tony Reynders. Thank you guys for joining. Before we get to the Q&A, Gary is going to start off with some prepared remarks.Gary CoronaThanks a lot. Thanks a lot, Chris. Good morning or ...

ServiceNow (NYSE:NOW) Conference September 10, 2025 02:30 PM ET Company ParticipantsBill McDermott - Chairman & CEONoneGood morning, everybody. I'm Bill McDermott. Welcome back to your fourth Goldman Sachs MENA Copia conference. Thank you for being with us.Bill McDermottThank you for having me.NoneAppreciate it. Always, always good to talk with you. Let's just start straight in. We'll jump in. Outline for us a little bit about your long-term goals for ServiceNow. Talk about where the company is, and as you ...

Rapid7 (NasdaqGM:RPD) FY Conference September 10, 2025 02:30 PM ET Company ParticipantsSunil Shah - CFOCorey Thomas - CEO[Analyst]All right, we'll kick it off with our next company, Rapid7. Gentlemen, thanks for joining us.Corey ThomasRob, thank you so much for having us.[Analyst]Absolutely. Welcome back to Nashville. Any predictions on the Vandy season this year? Any big upsets in the, I actually think, making?Corey ThomasYeah, I think they're going to have another good year this year. Their quarterbacks c ...

Summary of SL Green Realty Conference Call Company Overview - **Company**: SL Green Realty Corp (NYSE:SLG) - **Industry**: Real Estate, specifically focused on office leasing in Manhattan - **Key Projects**: One Vanderbilt, 346 Madison Avenue development site - **Market Position**: Largest office owner in Manhattan, public since 1997 [2][5] Core Points and Arguments Leasing Activity - **Leasing Volume**: Over 1.5 million square feet leased to date, with an expectation of 500,000 square feet in Q3 [5] - **Pipeline**: More than 1.1 million square feet in the pipeline, with 700,000 square feet in active negotiations [5] - **Market Recovery**: Notable recovery in the Midtown South market, particularly driven by tech and AI tenant requirements [5][6] - **Rising Rents**: Increased demand leading to rising rents, especially in upper mid-price point buildings [6][15] Investment and Transactions - **Investment Strategy**: Focused on acquiring stakes in key buildings and new development sites, including 346 Madison Avenue [7][9] - **Transaction Market**: Recovery in the CMBS market and increased investor interest, driven by fundamentals rather than speculative capital [8][21] - **Debt Fund Opportunities**: Identifying opportunities in purchasing loans and portfolios, with a focus on newly capitalized deals [27][31] Market Dynamics - **Availability Rates**: Decreasing availability rates across Manhattan, with Park Avenue at approximately 5% and total Midtown at 11% [49][50] - **Tenant Demand**: Significant increase in tenant searches, with 5 million square feet more than the previous year [51] - **Concessions**: Some ability to reduce tenant incentives (TIs) and free rent in select cases, indicating a tightening market [12][82] Future Outlook - **Rent Increases**: Anticipation of material rent increases due to supply-demand dynamics, with a potential spike expected [15][50] - **Development Timeline**: New development at 346 Madison Avenue expected to follow a similar timeline to One Vanderbilt, approximately two years before moving forward [11][9] - **Occupancy Goals**: Targeting over 93% leased occupancy by year-end, currently at 91.7% [68] Additional Important Insights - **International Capital Return**: Notable return of international capital to the office market, particularly from Asian investors [19][20] - **Impact of Conversions**: Ongoing office-to-residential conversions could remove up to 40-50 million square feet from the office market [17][50] - **Market Sentiment**: General bullish sentiment regarding the Manhattan office market, with confidence in rising rents and decreasing vacancies [48][56] Conclusion SL Green Realty Corp is experiencing a robust recovery in the Manhattan office market, characterized by strong leasing activity, rising rents, and a favorable investment environment. The company is strategically positioned to capitalize on these trends through targeted acquisitions and developments.

Rexford Industrial Realty (NYSE:REXR) 2025 Conference September 10, 2025 02:15 PM ET Company ParticipantsHoward Schwimmer - C0-CEOMichael Frankel - Co-CEOMike Fitzmaurice - CFOLaura Clark - COOOperatorWelcome to the Rexford Industrial Roundtable here. I'm happy to have the Rexford team with us this afternoon. I'll turn it over to Laura Clark, COO, who can introduce the team and then opening remarks.Laura ClarkThank you so much, Samir. Thank you all for spending time with Rexford today. With me today are our ...

Summary of Asana FY Conference Call - September 10, 2025 Company Overview - **Company**: Asana (NYSE: ASAN) - **Industry**: Collaborative Work Management and AI Solutions Key Points 1. Asana AI Studio - Asana AI Studio has more than doubled sequentially, indicating strong early interest and adoption among customers [9][14][21] - The product aims to establish Asana as a multi-product company, enhancing customer experiences through AI [17][18] - Asana AI Studio is designed to integrate with existing workflows, making it easier for customers to adapt and automate processes [20][21] - The introduction of self-service access to AI Studio has already shown strong initial adoption among smaller customers [21][22] 2. Business Momentum - The company is focusing on expanding its relevance across various sectors, including HR onboarding, which has seen good adoption despite Asana not being traditionally viewed as an HR tool [23][24] - Asana is working on smart workflows and templates to facilitate quicker setup for customers, enhancing user experience [22][23] - The new CEO, Dan, is driving a customer-focused approach, aiming to meet 100 customers in 100 days to gather feedback and improve product-market fit [32][34] 3. Market Dynamics and Challenges - The company has observed a decline in top-of-funnel traffic but has managed to achieve better conversion rates due to higher intent traffic [46][47] - Asana is adapting its marketing strategy to include more experiential content and diversifying channels such as Reddit, Quora, and podcasts [48] - The tech sector, which has been a drag on growth, is showing signs of stabilization with strong interest in Asana AI Studio among tech companies [52][53] 4. Financial Performance and Growth Strategy - Asana has seen a year-over-year margin improvement of 16%, with a focus on optimizing operating expenses and geographic headcount distribution [34][56] - The company aims to leverage its high gross margins (90%) to achieve significant operating margin expansion as it scales [54][59] - There is a strong emphasis on retaining customer logos and mitigating downgrades, which provides comfort regarding future growth prospects [53] 5. Future Outlook - The leadership believes that Collaborative Work Management will transition from a nice-to-have to a mission-critical solution in the AI era [61] - Asana AI Studio and AI teammates are expected to drive significant traction and new use cases, positioning Asana as a leader in the market [63] 6. Important Metrics - Asana signed a three-year deal worth $100 million with a major tech company, highlighting its strong enterprise positioning [44] - The company is focused on improving net revenue retention (NRR) as a key growth driver [36] Additional Insights - The introduction of AI agents is being carefully managed to ensure security and compliance, which is a differentiating factor in enterprise conversations [40][44] - The leadership transition has brought a fresh perspective, with a focus on speed and customer engagement, contrasting with the previous leadership style [31][32] This summary encapsulates the key discussions and insights from the Asana FY Conference Call, highlighting the company's strategic direction, product developments, and market positioning.

Summary of BioXcel Therapeutics Conference Call Company Overview - **Company**: BioXcel Therapeutics (NasdaqCM:BTAI) - **Product**: IGALMI (dexmedetomidine) sublingual film - **Focus**: Treatment of acute agitation associated with schizophrenia and bipolar disorder Key Industry Insights - **Market Need**: There is a significant burden of agitation in patients with bipolar disorder and schizophrenia, with an estimated 60 to 80 million episodes occurring among 23 million patients in home settings [10] - **Current Treatment Gap**: Prior to IGALMI, there were no FDA-approved therapies for at-home treatment of agitation associated with these disorders [11] Core Findings from SERENITY At-Home Trial - **Trial Design**: The SERENITY At-Home trial was a double-blind, placebo-controlled study evaluating the safety and efficacy of a 120 microgram dose of IGALMI in an at-home setting [21] - **Patient Demographics**: Included 200 patients with a history of agitation, primarily diagnosed with schizophrenia or bipolar disorder, aged 18 to 75 [23][25] - **Efficacy Results**: - The trial demonstrated a significant reduction in agitation symptoms, with a responder rate of 40% for placebo and double that for IGALMI [14][15] - The number needed to treat (NNT) was 3, indicating that for every three patients treated, one additional patient experienced a significant reduction in agitation [17] - Complete resolution of agitation was significantly higher with IGALMI compared to placebo [28] Safety and Tolerability - **Adverse Events**: The safety profile was consistent with previous studies, showing no serious adverse events related to IGALMI. Somnolence rates were 22% for IGALMI and 6% for placebo in single doses [27] - **Repeated Dosing**: The drug was well tolerated with repeated dosing, maintaining efficacy without increased adverse events over time [30] Future Outlook - **Regulatory Submission**: A supplemental NDA for at-home use is planned for submission in Q1 2026 [12] - **Market Potential**: If approved, IGALMI could provide a new treatment option for managing acute agitation at home, potentially reducing hospital admissions and associated costs [70] Additional Considerations - **Patient Compliance**: The likelihood of patient compliance with at-home use is high if the drug is effective in managing agitation [72] - **Cost Sensitivity**: While cost may be a concern for inpatient providers, outpatient providers are generally less sensitive to price as long as the drug is accessible [70] Conclusion - BioXcel Therapeutics is positioned to address a significant unmet need in the management of acute agitation with IGALMI, supported by promising trial results and a clear regulatory pathway ahead. The focus on at-home treatment could transform patient care and reduce the burden on healthcare systems.