Unusual Machines(UMAC) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Unusual Machines (UMAC) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Allan Evans - CEO & ChairmanBrian Hoff - CFOJohn Roy - Managing Director Conference Call Participants Barry Sine - AnalystNone - Analyst Operator Okay. Good afternoon, everyone, and welcome to Unusual Machines First Quarter twenty twenty five Earnings Conference Call and Webcast. With us today are Unusual Machines' CEO, Alan Evans and CFO, Brian Hoff. Following today's remarks, we will have a Q and A session. During ...
PubMatic(PUBM) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
PubMatic (PUBM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stacie Clements - Managing DirectorRajeev Goel - Co-Founder & CEOSteve Pantelick - CFOSimran B - Equity Research Senior AssociateAndrew Boone - Managing Director Conference Call Participants Eric Martinuzzi - Senior Research AnalystZach Cummins - Senior Research AnalystJacob Armstrong - Associate Analyst - Equity Research Stacie Clements Good afternoon, everyone, and welcome to Palmatic's earnings call for the first quarter ...
Pacira(PCRX) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Pacira BioSciences Inc (PCRX) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Susan Mesco - Vice President Investor RelationsFrank Lee - CEO & DirectorJonathan Slonin - Chief Medical OfficerShawn Cross - Chief Financial OfficerAnish Nikhanj - Senior Associate - Biotechnology Equity ResearchBrendan Teehan - Chief Commercial OfficerGary Nachman - Managing Director - Equity ResearchJeevan Larson - Equity Research Associate Conference Call Participants Hardik Parikh - Equity Research Analyst ...
CeriBell, Inc.(CBLL) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
CeriBell (CBLL) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Elizabeth Sparicio - Investor Relations AssociateJane Chao - Co-Founder, President, CEO & DirectorScott Blumberg - Chief Financial OfficerStephanie Piazzola - VP - Equity ResearchRohin Patel - Vice PresidentJoshua Jennings - Managing DirectorJohn Young - Director - Healthcare Equity ResearchJeffrey Cohen - MD - Equity Research Conference Call Participants Margaret Kaczor Andrew - Research Analyst - Healthcare Operator thank ...
SIGA Technologies(SIGA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
SIGA (SIGA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Diem Nguyen - CEO & DirectorDaniel Luckshire - EVP & CFOJyoti Prakash - Director Operator Good afternoon. Welcome to FIGA Technology Business Update Call. Before we turn the call over to FIGA management, please note that any forward looking statements made during this call are based on management's current expectations and observations and are subject to risks and uncertainties that could cause actual results to differ from the ...
Paramount (PARA) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Paramount Global (PARA) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Jaime Morris - EVP - IRChris McCarthy - CEO and President & CEO - SHOWTIME & MTV Entertainment StudiosGeorge Cheeks - CEO and President & CEO - CBSBrian Robbins - CEO and President & CEO - Paramount Pictures and NickelodeonNaveen Chopra - Executive VP & CFORic Prentiss - Managing DirectorKutgun Maral - Director Conference Call Participants Steven Cahall - Managing Director, Senior Analyst - Media, Advertising & Cable ...
OmniAb(OABI) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Financial Data and Key Metrics Changes - Revenue for Q1 2025 increased to $4.2 million from $3.8 million in Q1 2024, primarily due to higher milestone revenue from GENmAb's clinical program [24] - Operating expenses decreased to $23 million from $26.4 million year-over-year, with R&D expenses down to $12.6 million from $14.6 million [25] - Net loss for Q1 2025 was $18.2 million or $0.17 per share, compared to a net loss of $19 million or $0.19 per share in Q1 2024 [26] Business Line Data and Key Metrics Changes - The number of active partners grew to 95, with new deals signed with Harvard's Weiss Institute, Takis Biotech, and Orion Corporation [9] - Total active programs increased to 378, with 33 active clinical programs and approved products as of the end of Q1 [10][11] - The company expects 5 to 7 new entries into clinical development for the year [11] Market Data and Key Metrics Changes - The exploration partner access program was launched, allowing partners to purchase exploration instruments for their labs, indicating a strategic move to enhance partner offerings [7][15] - The company anticipates that the exploration program will create new revenue streams and enhance partner workflows [21][46] Company Strategy and Development Direction - The company remains focused on driving innovation in drug discovery and enhancing its technology offerings [7][8] - The launch of the exploration partner access program is seen as a strategic enhancement to the existing offerings, aimed at creating long-term value for stakeholders [22] - The company is committed to growing its business with a focus on value creation and long-term profitability [22] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong start to 2025, with continued deal flow and a growing pipeline of partnered programs [6] - The company noted that the FDA's recent announcement regarding animal testing could streamline the entry of antibody-based medicines into the clinic, potentially benefiting the industry [68] Other Important Information - The company implemented a reduction in force in early February, resulting in an additional cash outlay of approximately $1 million in Q1, but expects lower expenses going forward [27] - The guidance for 2025 revenue remains between $20 million and $25 million, excluding contributions from the exploration program [28] Q&A Session Summary Question: What trends contributed to the strong number of program starts this quarter? - Management attributed the strong program starts to continued innovation and the launch of new technologies, with existing partners also starting new programs [32] Question: Is the exploration platform exclusively for existing partners? - Yes, the exploration partner access program is available only to partners within the OmniAb ecosystem [35] Question: What are the potential revenue opportunities from the exploration program? - Management indicated that while specific numbers are difficult to predict, early feedback from partners has been positive, and the program is expected to create new revenue streams [40][46] Question: How does the FDA's decision to move away from animal testing impact the business? - Management clarified that the FDA's announcement is separate from their offerings, but it could facilitate faster entry of antibody-based medicines into the clinic, which is seen as a potential benefit [68] Question: Will there be additional AI-driven platform offerings for customers? - Management confirmed that there are ongoing efforts to build out additional computational and AI-driven offerings, leveraging the data generated from the exploration platform [72]
Corvus Pharmaceuticals(CRVS) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Corvus Pharmaceuticals (CRVS) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Zack Kubow - Managing DirectorLeiv Lea - Chief Financial OfficerRichard Miller - Co-Founder, President, CEO & Chairman of the BoardGraig Suvannavejh - Managing DirectorLi Watsek - DirectorSean Lee - VP - Equity Research Conference Call Participants Aydin Huseynov - Equity Research AnalystJeff Jones - Managing Director and Senior AnalystRoger Song - Senior Equity Research Analyst Operator Good afternoon, everyon ...
Collegium Pharmaceutical(COLL) - 2025 Q1 - Earnings Call Transcript
2025-05-08 21:32
Collegium Pharmaceutical (COLL) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Ian Karp - Head of IRVikram Karnani - President & CEOScott Dreyer - Executive VP & Chief Commercial OfficerColleen Tupper - Executive VP & CFOLes Sulewski - VP - Biotech Equity Research Conference Call Participants Serge Belanger - Senior AnalystDavid Amsellem - Sr. Research Analyst Operator and welcome to the Collegium Pharmaceutical First Quarter twenty twenty five Earnings Conference Call. At this time, al ...
Clearfield(CLFD) - 2025 Q2 - Earnings Call Transcript
2025-05-08 21:32
Clearfield (CLFD) Q2 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Gregory McNiff - Managing DirectorCheri Beranek - President & CEODaniel Herzog - Chief Financial Officer Conference Call Participants Ryan Koontz - Senior Analyst Operator day and welcome to the Clearfield Fiscal Second Quarter twenty twenty five Conference Call. All participants will be in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being r ...