Company Strategy & R&D Transformation - Neurocrine Biosciences is positioned as a diversified neuroscience and endocrinology leader aiming for sustainable growth and value creation[12] - The company aims to deliver a new medicine every two years, driven by a redesigned R&D organization[30, 31, 132] - R&D transformation includes a goal to advance 20 development candidates in 5 years, focusing on clinically or genetically validated targets[94, 99, 101] - The company is diversifying its therapeutic areas beyond neurology and psychiatry to include endocrinology and immunology[23, 94, 100] - New modalities, including peptides, antibodies, and gene therapy, now represent approximately 60% of the portfolio across therapeutic areas[105] Neuropsychiatry Pipeline - The neuropsychiatry pipeline is positioned to deliver multiple first- and best-in-class medicines this decade[12] - Osavampator, an AMPA PAM, is in Phase 3 development for Major Depressive Disorder (MDD), with data expected in 2027[23, 59] - Phase 2 SAVITRI study results showed statistically significant improvements in depression severity with osavampator, with an effect size of 0.53 at day 28 and 0.73 at day 56 for the 1mg dose[52, 55] - Direclidine, an M4 agonist, is in Phase 3 development for schizophrenia, with initial topline data expected in 2027[23, 77] - Phase 2 data for direclidine showed a PANSS total score change from baseline of -18.2 at week 6, with a change vs placebo of -7.5 (p=0.011) and an effect size of 0.61[73] Endocrinology Pipeline - The company is leveraging its Corticotropin Releasing Factor (CRF) biology expertise to expand in endocrinology and metabolic disease[12, 137] - NBIP-'2118, a CRF2 agonist, is being developed for obesity, with a Phase 1 study planned for the first half of 2026[159]

Ark Restaurants (NasdaqGM:ARKR) Q4 2025 Earnings Call December 16, 2025 11:00 AM ET Speaker3Greetings and welcome to Ark Restaurants' fourth quarter and year-end 2025 results call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the call over ...

R&D Leadership and Organization - Sanofi is building a skilled and thoughtful R&D leadership team and organization[5, 6, 7, 106] - The company is strengthening capabilities across research, translational medicines, development, medical, regulatory affairs, and digital[106] Pipeline Highlights and Approvals - Sanofi achieved three new medicine and vaccine approvals in 2025: Qfitlia, Wayrilz, and Nuvaxovid[12, 13, 106] - Dupixent showed benefit across relevant endpoints in Bullous pemphigoid, with 12.2% difference in patients achieving sustained remission compared to placebo + OCS and 27.8% difference in patients with ≥4-point improvement in PP-NRS[20, 21] - Dupixent clinically meaningfully improved radiographic, endoscopic, and symptoms of Allergic fungal rhinosinusitis, with lower proportion of patients receiving SCS treatment and/or surgery[24] - Amlitelimab (OX40L mAb) in AD: first phase 3 study met primary and key secondary endpoints, showing clinically meaningful improvement in skin clearance and disease severity[26] - Brivekimig (TNFaxOX40L Nanobody®) in HS: phase 2a study achieved primary objective, with 54% of participants achieving HiSCR75[28, 29] - Itepekimab (IL33 mAb) in COPD: AERIFY-1 study showed a significant reduction in moderate or severe exacerbations of 27.1% at Week 52 with Q2W dosing across EOS level[38] - Duvakitug (TL1A mAb) in CD/UC: positive and encouraging phase 2b data presented at ECCO 2025, with 48% clinical remission in Crohn's disease high dose group[46, 47] - Fluzone HD demonstrated superior protection vs standard-dose influenza vaccines against hospitalization in older adults, including a -31.9% reduction in laboratory confirmed influenza hospitalization[75] - Monovalent RSV (mRNA) vaccine showed 74.9% efficacy against RSV LRTD in a phase 2 study[80] Pipeline Replenishment and Digital Transformation - Sanofi is progressing on pipeline entries augmented by strategic business development[107] - The R&D digital plan aims at reducing cycle times across the R&D value chain by more than 40%[94, 95, 107] Upcoming News Flow - Sanofi anticipates >15 regulatory decisions, >30 regulatory submissions, and >15 phase 3 data readouts in 2026 and 2027[108]

CSP (NasdaqGM:CSPI) Q4 2025 Earnings Call December 16, 2025 10:00 AM ET Company ParticipantsVictor Dellovo - CEO and General ManagerGary Levine - CFOMichael Polyviou - Investor Relations PartnerJoseph Nerges - Managing Director of Equity ResearchConference Call ParticipantsBrett Davidson - AnalystWill Lauber - AnalystMike Price - AnalystOperatorGood day, everyone, and welcome to the CSPI's Fiscal Fourth Quarter and Full Year 2025 Conference Call. At this time, all participants are placed on a listen-only mo ...

CSP (NasdaqGM:CSPI) Q4 2025 Earnings Call December 16, 2025 10:00 AM ET Company ParticipantsVictor Dellovo - CEO and General ManagerGary Levine - CFOMichael Polyviou - Investor Relations PartnerJoseph Nerges - Managing Director of Equity ResearchConference Call ParticipantsBrett Davidson - AnalystWill Lauber - AnalystMike Price - AnalystOperatorGood day, everyone, and welcome to the CSPI's Fiscal Fourth Quarter and Full Year 2025 Conference Call. At this time, all participants are placed on a listen-only mo ...

Netcapital (NasdaqCM:NCPL) Q2 2026 Earnings Call December 16, 2025 10:00 AM ET Company ParticipantsTodd Oberle - SVP Banking and Vendor StrategiesRick Wheeless - CEOEmily McCallen - Private InvestorCoreen Kraysler - CFOJason Frishman - FounderConference Call ParticipantsNone - AnalystOperatorGood day and welcome to the Netcapital Inc. earnings call. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions and comments following the presentation. It is now m ...

Netcapital (NasdaqCM:NCPL) Q2 2026 Earnings Call December 16, 2025 10:00 AM ET Company ParticipantsTodd Oberle - SVP Banking and Vendor StrategiesRich Wheeless - CEOEmily McCallen - Private InvestorCoreen Kraysler - CFOJason Frishman - FounderConference Call ParticipantsNone - AnalystOperatorGood day and welcome to the Netcapital Inc. earnings call. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions and comments following the presentation. It is now m ...

Netcapital (NasdaqCM:NCPL) Q2 2026 Earnings Call December 16, 2025 10:00 AM ET Speaker4Good day and welcome to the Netcapital Inc. earnings call. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions and comments following the presentation. It is now my pleasure to turn the floor over to your host, Coreen Kraysler. Ma'am, the floor is yours.Speaker5Thank you, Holly. Good morning, everyone, and thank you for joining Netcapital's second quarter fiscal 2026 ...

Expanded Phase 2 (EP2) Overview - The Expanded Phase 2 (EP2) project aims to add a 13 Mtpa plant to achieve a total throughput of 21 Mtpa by the end of 2028[9] - The capital cost for EP2 is estimated at $144 billion[11] - The project targets over 500,000 ounces of annual gold production for the first 10 full years[13] - Phase 1A aims to increase plant design throughput from 6 Mtpa to 8 Mtpa by the end of 2026, with a capital cost of $110 million[9, 11] Production and Cost Guidance - The project anticipates annual average gold production of 500,000-525,000 ounces for the first 10 full years (2029-2038)[14] - Annual average silver production is projected at 2,000,000-2,500,000 ounces for the first 10 full years (2029-2038)[14] - All-in sustaining costs (AISC) are estimated at $1,000-$1,100 per ounce of gold for the first 10 full years[14] Project Execution and Benefits - Front-end engineering and design for EP2 were completed in December 2025, with advanced planning for early works and construction[30] - The EP2 processing plant will be a separate facility adjacent to the Phase 1 processing plant, minimizing disruption to current operations[22] - The project is expected to create approximately 1,200 direct employee and contractor positions for operations, plus around 1,500 employees and contractors during construction[41]

CSP (NasdaqGM:CSPI) Q4 2025 Earnings Call December 16, 2025 10:00 AM ET Speaker4Good day, everyone, and welcome to the CSPI's Fiscal Fourth Quarter and Full Year 2025 Conference Call. At this time, all participants are placed on a listen-only mode, and we will open the floor for your questions and comments after the presentation. It is now my pleasure to hand the floor over to your host, Michael Polyviou. Sir, the floor is yours.Speaker5Thank you, Matthew, and hello, everyone. Thank you for joining us to re ...