Tenax Therapeutics (TENX) Conference February 05, 2025 03:00 PM ET Speaker0 All right. Well, thanks everybody. We are kind of moving towards our I believe this is our final fireside chat for the day here at Guggenheim's SMIDCAP conference. Got a couple of panels after this, but I'm Seamus Fernandez. I'm one of the senior biopharma analysts here at Guggenheim Securities. And I'm really pleased to have the team here with me today. So 10x Therapeutics' CEO, Chris Giordano, immediately to my left and EVP, Busin ...

NewAmsterdam Pharma Company (NAMS) Conference February 05, 2025 10:00 AM ET Company Participants Debjit Chattopadhyay - Managing DirectorIan Somaiya - CFO Debjit Chattopadhyay Good morning, and thank you for joining Guggenheim's second Smitcap biotech conference. I'm Devjit, one of the therapeutic analysts here. And joining me from New Amsterdam Pharma is Chief Financial Officer, Ian Somayam. Thank you for your time, Ian. Ian Somaiya Thank you, Devjit. And I want to thank Guggenheim for the invitation. It's ...

Cogent Biosciences Inc (COGT) Conference February 05, 2025 09:30 AM ET Company Participants Michael Schmidt - Senior Managing Director, Equity ResearchAndrew Robbins - CEO Michael Schmidt Welcome to this next fireside chat with Cogen Biosciences. With us today, we have Andrew Robbins, President and CEO. I'm Michael Schmidt, Senior Biotech Analyst with Guggenheim, and it is a great pleasure to talk to you today. Andrew, welcome, and thanks for joining us. Andrew Robbins Thanks, Michael. Great to be here. Mic ...

Verve Therapeutics (VERV) Conference February 05, 2025 09:00 AM ET Company Participants Sekar Kathiresan - Co-Founder, CEO & Director Operator Well, good morning, everybody. Thanks for joining us here at Guggenheim's SMIDCAP biotech conference. We sort of target companies below the kind of $12,000,000,000 threshold for this conference because these tend to be the companies that actually have the highest returns, in biotech overall. So it's a great opportunity to be joined here this morning by Verve Therapeu ...

EyePoint Pharmaceuticals (EYPT) Update / Briefing February 05, 2025 08:00 AM ET Company Participants Jay Duker - President & CEORamiro Ribeiro - Chief Medical OfficerYigal Nochomovitz - DirectorKambiz Yazdi - Vice President - Equity ResearchGraig Suvannavejh - Managing Director Conference Call Participants Tessa Romero - Equity AnalystTyler Van Buren - Managing Director, Senior Biotech Equity Research AnalystYatin Suneja - Biotechnology Research AnalystJennifer Kim - AnalystColleen Kusy - Senior Research An ...

Outlook Therapeutics (OTLK) Update / Briefing February 03, 2025 07:00 PM ET Company Participants Jennifer Kissner - Senior VP, Clinical & Regulatory AffairsJenene Thomas - CEO Jennifer Kissner The 12 week trial demonstrated that we had visual acuity improvements in both study arms across each study visits and improving greater in each at each visit. Jenene Thomas Welcome back for another Virtual Investor What This Means segment featuring Outlook Therapeutics. My name is Janine Thomas, and I am CEO of JTCIR, ...

GH Research (GHRS) Update / Briefing February 03, 2025 08:00 AM ET Company Participants Velichka (Villy) Valcheva - CEOPaul Matteis - Managing Director, Head of Therapeutics ResearchSumant Kulkarni - Managing DirectorJason Butler - Managing Director & Biotechnology Equity ResearchPatrick Trucchio - Managing Director Conference Call Participants Ritu Baral - MD & Senior Biotechnology AnalystElemer Piros - Senior Biotechnology AnalystAthena Chin - Biotechnology Equity Research Analyst Velichka (Villy) Valchev ...

Merit Medical Systems (MMSI) FDA Announcement January 28, 2025 04:30 PM ET Company Participants Fred Lampropoulos - Founder, CEO & ChairmanBrian Lloyd - Chief Legal Officer & Corporate SecretaryJohn Hall - Executive Vice President R&DDaniel Patel - Medical DirectorCaleb Konstanski - Vice President, Sales & Marketing - Renal TherapiesRaul Parra - CFO & TreasurerJayson Bedford - Managing Director, Equity ResearchWilliam Plovanic - Managing Director - Equity Research Conference Call Participants Jason Bednar - ...

Expeditors International of Washington (EXPD) Update / Briefing January 28, 2025 11:00 AM ET Company Participants Sarah Maas - Regional Sales OperationsJamie Childress - Regional Risk & Insurance Manager Sarah Maas Alright. So it is 10 o'clock. So we'll get started. So for those of you who have just joined, thank you for joining us today for our IngoTerms Basics webinar. As you can see, we have a poll for you to answer. And my name is Sarah Mas, and I am the regional sales operations and marketing lead for ...

Company and Industry Overview * **Company**: Dana Incorporated (NYSE:DAN) * **Industry**: Automotive and mobility * **Focus**: Engineered powertrain, sealing, and thermal management solutions for internal combustion engines (ICE), plug-in hybrids (PHEV), and electric vehicles (EV). Key Financial Highlights * **Third Quarter 2024**: * **Sales**: $2.5 billion, down 2.5% year-over-year due to softening demand for EVs and ICE vehicles. * **Adjusted EBITDA**: $232 million, down slightly from last year despite the sales reduction. * **Profit Margin**: 9.4%, up 30 basis points year-over-year. * **Year-to-Date 2024**: * **Sales**: $7.95 billion, down $119 million year-over-year. * **Adjusted EBITDA**: $699 million, up $10 million year-over-year. * **Profit Margin**: 8.8%, up 30 basis points year-over-year. Market and Operational Updates * **Off-Highway Segment**: * **Demand**: Lower, particularly in Europe, due to softening construction and agriculture equipment markets. * **Efficiency**: Company achieved company-wide efficiency improvements, resulting in increased profit margin. * **EV Segment**: * **Demand**: Declining due to lower end market demand in driveline segments, partially offset by gains in battery cooling sales. * **Investment**: Company continues to invest in EV technology and capacity, but remains flexible based on market demand. * **Overall Strategy**: * **Maintain Discipline**: Achieve balanced growth while navigating market cyclicality and volatility. * **Leverage Synergies**: Maximize impact through product, system, and technology offerings across all end markets. * **Optimize Resources**: Maintain agility to meet ICE, PHEV, and EV demand across multiple markets and regions. * **Prudent Capital Allocation**: Maximize investment in new business growth. Future Outlook * **2024**: * **Sales**: Expected to be about $10.3 billion, down from previous guidance due to lower demand for traditional and electric vehicles. * **Adjusted EBITDA**: Expected to be about $875 million at the midpoint of the updated range. * **Free Cash Flow**: Expected to be about $100 million. * **2025**: * **Lower Cost Structure**: Expected due to navigating softer end market demand and tempered demand for electric vehicles. * **Investment**: Expected to be about $375 million to support backlog and technology development. Additional Notes * **Inflation**: Company continues to manage inflationary pressures through cost-saving actions and improved efficiency. * **Commodity Prices**: Lower commodity prices have positively impacted profitability. * **Capital Allocation**: Company remains focused on prudent capital allocation to support growth and maximize returns.