Jazz Pharmaceuticals (NasdaqGS:JAZZ) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsRob Iannone - CMOPhilip Schlom - CFORenée Galá - CEOConference Call ParticipantsNone - AnalystJessica Fye - AnalystJessica FyeGreat. Good afternoon, everyone. My name is Jessica Fye. I'm a biotech analyst at JPMorgan, and we're continuing the 44th Annual Healthcare Conference today with Jazz. First, you're going to hear a presentation from the company CEO, and then we're going to go into some Q&A. So if you'r ...

Danaher (NYSE:DHR) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsCasey Woodring - VP and Equity ResearchRainer Blair - CEOCasey WoodringAll right, great. Thank you, everybody, for joining me today. I'm Casey Woodring from the Life Science Tools and Diagnostics team. Welcome to our J.P. Morgan Healthcare Conference. Pleased to be joined by Danaher's CEO, Rainer Blair. Rainer's going to go through the corporate presentation for Danaher, and then we'll do a Q&A session afterwards. Rainer, all ...

Fortrea (NasdaqGS:FTRE) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsAnshul Thakral - Member of the Board of DirectorsJill McConnell - CFOConference Call ParticipantsNone - Analyst 2None - Analyst 1ModeratorGood morning, everyone. My name is Tayo Fabanwo, and I'm delighted to welcome you to the 44th J.P. Morgan Healthcare Conference. Our next presenting company is Fortrea Holdings. It's their leading global contract research organization dedicated to advancing clinical development and deli ...

Insulet (NasdaqGS:PODD) FY Conference January 13, 2026 02:15 PM ET Company ParticipantsAshley McEvoy - CEOEric Benjamin - COOConference Call ParticipantsRobbie Marcus - MedTech AnalystRobbie MarcusHello, everyone. I'm Robbie Marcus, the MedTech analyst at JPMorgan. Very happy to host our next session with Insulet. CEO Ashley McEvoy will do a presentation followed by some Q&A.Ashley McEvoyThank you, Robbie.Thank you, Robbie. Good morning, everyone. It's a pleasure to be here. I am Ashley McEvoy, President an ...

Chicago Atlantic BDC (NasdaqGM:LIEN) Fireside chat January 13, 2026 02:00 PM ET Company ParticipantsPeter Sack - CEOPeter SackWhy operate three verticals? Why have so many funding vehicles to lend into the same industry? And the answer is a couple of points. One, we have multiple funds and multiple funding sources that allow us to provide different types of solutions to different types of borrowers. We aim to be able to provide real estate-backed loans, cash flow lending, first-lien loans, longer-term, shor ...

Summary of Aehr Test Systems FY Conference Call Company Overview - **Company**: Aehr Test Systems (NasdaqCM: AEHR) - **Industry**: Semiconductor Testing - **Focus**: Reliability and burn-in testing for semiconductor devices, particularly in the context of data centers and AI processors [1][2] Key Points and Arguments Business Operations - Aehr Test Systems has been in the semiconductor test business for nearly 50 years, specializing in reliability and burn-in testing [1] - The company offers both package-level and wafer-level burn-in systems, with a unique capability in wafer-level testing [2] - The company has a large facility in Fremont, California, which serves as the final assembly and testing site for its products [2] Market Demand and Capacity - Aehr can ship upwards of 20 systems per month for both wafer-level and package-level burn-in, indicating significant production capacity [3] - The installed base includes major players in AI processors, automotive, and data centers, contributing to a growing market demand [4] - The company has seen a shift in revenue sources, moving from over 90% reliance on silicon carbide to new markets such as AI processors and memory technologies [18] Financial Projections - The company anticipates a significant increase in bookings from approximately $20 million in the first half to between $60 and $80 million in the second half of the fiscal year [12] - The average selling price (ASP) for systems is estimated to be between $5 million and $6 million each, which could lead to substantial revenue growth [8] Technological Advancements - Aehr has introduced full automation in its Sonoma system, reducing overhead time between burn-in cycles to just two minutes [13] - The company has developed proprietary technologies, including patented wafer packs, which enhance the efficiency and effectiveness of the burn-in process [9][10] Strategic Partnerships - Aehr has partnered with ASE ISE, the largest OSAT in the world, to expand its capabilities in wafer-level burn-in for high-temperature operating life tests [14] - The company is engaged with multiple leading AI processor suppliers to evaluate wafer-level burn-in solutions [29] Market Trends - The demand for reliability in AI and automotive applications is increasing, with a focus on reducing failure rates in critical systems [25][26] - The company is observing a growing trend towards wafer-level burn-in as a cost-effective solution compared to traditional testing methods [27] Competitive Landscape - Aehr differentiates itself by providing functional testing within its burn-in systems, ensuring a valid production burn-in process [19] - The company is not pursuing commoditized markets like standard CPUs or mobile devices, focusing instead on high-value applications in AI and automotive sectors [32] Additional Important Insights - The semiconductor testing market is projected to grow, with 2%-5% of device market dollars typically spent on testing [18] - Aehr's revenue model includes a mix of system sales and consumables, with higher margins on wafer-level products compared to package-level consumables [23] - The company is cautious about pricing strategies, aiming to establish a strong market presence before adjusting prices [22] This summary encapsulates the key insights from the Aehr Test Systems FY Conference Call, highlighting the company's strategic direction, market opportunities, and technological advancements in the semiconductor testing industry.

Vor Biopharma (NasdaqGS:VOR) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsSandy Mahatme - CFOJean-Paul Kress - CEOJeremy Sokolove - CMOConference Call ParticipantsNone - AnalystAnupam Rama - Senior Biotech AnalystAnupam RamaWelcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I'm one of the Senior Biotech Analysts here at JPMorgan. I'm joined by my squad: Ratih Pinhay, Joyce Zhou, and Priyanka Grover. Our next presenting company is Vor and presentin ...

Alkermes (NasdaqGS:ALKS) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsRichard Pops - CEOConference Call ParticipantsNone - AnalystJessica Fye - Managing Director and Senior Biotechnology AnalystJessica FyeGreat. Welcome, everyone. My name's Jess Fye. I'm a biotech analyst at J.P. Morgan, and we're continuing the 44th Annual Healthcare Conference today with Alkermes. We're going to hear a presentation from the management team, and then we're going to go into some Q&A. Because of J.P. Morgan ...

Synaptics (NasdaqGS:SYNA) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsKen Rizvi - CFOMunjal Shah - Head of Investor RelationsConference Call ParticipantsNeil Young - Semiconductor AnalystNone - AnalystNeil YoungGet started here.Great.Hello everyone and good afternoon. Thank you for joining me for the first day of Needham's 28th Annual Growth Conference. My name is Neil Young, and I'm a Semiconductor Analyst here at Needham. It is my pleasure to host this fireside chat with Synaptics. Foun ...

Coherus Oncology (NasdaqGM:CHRS) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsTheresa LaVallee - Chief Scientific and Development OfficerDennis Lanfear - CEOConference Call ParticipantsBrian Cheng - Senior Biotech AnalystBrian ChengGood morning, everyone. It's still the morning. Thanks for joining us for another session at the 44th JPMorgan healthcare conference. I'm Brian Cheng. I'm one of the Senior Biotech Analysts here at the firm. On stage, we have the team from Coherus Oncology. I wi ...