Crown Castle Inc. (NYSE:CCI) 2023 RBC Capital Markets Global Communications Infrastructure Conference September 27, 2023 9:30 AM ET Company Participants Daniel K. Schlanger - EVP and CFO Conference Call Participants Jonathan Atkin - RBC Capital Markets Jonathan Atkin Let’s get Started. I'm Jon Atkin, I'm with RBC and I'm pleased to have Dan Schlanger for our kickoff session at our Annual Global Communications Infrastructure Conference. Dan is the CFO of Crown Castle and maybe just to kind of warm things up, ...

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Amarin Corporation plc (NASDAQ:AMRN) Cantor Fitzgerald Annual Global Healthcare Conference September 26, 2023 9:55 AM ET CompanyParticipants Patrick Holt - President and CEO Conference Call Participants Carvey Leung - Cantor Fitzgerald Carvey Leung My name is Carvey Leung, and I'm a research associate at Cantor here. Thank you for joining us today, Patrick. Question-and-Answer Session Q - Carvey Leung To start, can you tell us a little bit about yourself and your role at the company? Patrick Holt Yes, sure. ...

Key Points Industry/Company Involved * **Company**: Pfizer Inc. (NYSE:PFE) * **Industry**: Healthcare, Pharmaceuticals Core Views and Arguments 1. **COVID-19 Uncertainty**: * **Uncertainty**: The company acknowledges the uncertainty surrounding COVID-19's future, including its duration, utilization of vaccines and treatments, and transition from government to commercial systems. * **COVID-19 as a Chronic Condition**: Pfizer believes COVID-19 will become a chronic condition similar to the flu, requiring ongoing management and treatment. * **Utilization**: Pfizer expects high utilization of COVID-19 vaccines and treatments, particularly PAXLOVID, due to increasing hospitalization rates and the emergence of new variants. * **Commercialization**: Pfizer has entered the commercial market in the U.S. for COVID-19 vaccines and treatments, with long-term contracts in Europe, Japan, and Canada. * **Vaccination Rates**: Pfizer is awaiting data on vaccination rates to better understand utilization. * **PAXLOVID**: Uncertainty remains regarding the transition to a commercial market in the U.S. and the future of PAXLOVID utilization. * **Timeline**: Pfizer expects to resolve all uncertainties by the end of the year, allowing for better planning and forecasting for the next year and beyond. 2. **Vaccine Portfolio and Innovation**: * **Vaccine Portfolio**: Pfizer has a robust vaccine portfolio, including approved vaccines and those in development, such as Prevnar and RSV maternal vaccine. * **RSV**: Pfizer expects strong demand for RSV vaccines, driven by high vaccination rates and the introduction of new platforms for protecting infants. * **Combination Vaccines**: Pfizer is working on combination vaccines, including COVID-19 with RSV and flu with COVID-19, to provide convenience and full protection. * **Competitive Advantage**: Pfizer's competitive advantage lies in a combination of science, manufacturing, distribution, and brand reputation. 3. **Obesity Market and Danuglipron**: * **Obesity Market**: Pfizer expects the obesity market to reach over $100 billion, with oral products playing a significant role. * **Danuglipron**: Pfizer is awaiting data on danuglipron, which is expected to be competitive in terms of efficacy and safety compared to existing products. * **Modified Release Tablet**: Pfizer is working on a modified release tablet for danuglipron, which may be launched with a year's difference or simultaneously. * **Market Growth**: Pfizer believes the obesity market will grow due to increased utilization and the introduction of new products. 4. **Seagen Acquisition**: * **Oncology Focus**: Pfizer has created an Oncology group within its R&D organization to streamline oncology research and development. * **Seagen Integration**: Pfizer is committed to integrating Seagen successfully, ensuring the preservation of innovation and growth potential. * **Antitrust Approval**: Pfizer is confident in its antitrust approval process and is prepared to fight any challenges. 5. **Mergers and Acquisitions (M&A)**: * **Revenue Goal**: Pfizer aims to achieve $25 billion in revenue from M&A by 2030. * **Seagen Acquisition**: Pfizer is focused on closing the Seagen acquisition and integrating it successfully. * **Future M&A**: Pfizer remains interested in M&A opportunities in areas such as vaccines, oncology, primary care, and immunology, with a focus on adding value and achieving growth. 6. **Medicare Drug Price Negotiation**: * **Inflation Reduction Act**: Pfizer views the Inflation Reduction Act as a negative impact on the drug industry, as it imposes price controls and penalties. * **Legal Action**: Pfizer supports legal actions against the government's price negotiation policies, arguing that they are unconstitutional and harmful to innovation. 7. **Future Outlook**: * **Product Launches**: Pfizer is excited about the launch of 19 new products, which are expected to generate significant revenue and provide clarity on the company's non-COVID-19 business. * **Seagen Integration**: Pfizer is committed to integrating Seagen successfully and leveraging its oncology portfolio for growth. * **Vaccines**: Pfizer plans to maintain its leadership in vaccines and develop new combinations to address respiratory diseases. * **Pipeline**: Pfizer will continue to advance its pipeline across various therapeutic areas, aiming to remove uncertainty for investors and drive growth.

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W. P. Carey Inc. (NYSE:WPC) Strategic Plan to Exit Office Conference Call September 21, 2023 8:30 AM ET Company Participants Peter Sands - Head, IR Jason Fox - CEO Toni Sanzone - CFO Brooks Gordon - Head, Asset Management Conference Call Participants RJ Milligan - Raymond James Nick Joseph - Citi Jim Kammert - Evercore ISI Eric Borden - BMO Capital Markets Mitchell Germain - JMP Securities Anthony Paolone - JPMorgan Operator Hello, and welcome to this call hosted by W. P. Carey to discuss this morning's ann ...

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Wheaton Precious Metals Corp. (NYSE:WPM) Gold Forum Americas Conference September 19, 2023 2:30 PM ET Company Participants Randy Smallwood - President and Chief Executive Officer Conference Call Participants Cosmos Chiu - CIBC World Markets Cosmos Chiu Great. Next up, we have Randy Smallwood, President and CEO of Wheaton Precious Metals. I was flipping through the pages, trying to find Randy's biography. I'm not sure why. We all know Randy. And I know Randy. So, Randy. Randy Smallwood Thank you, Cosmos. And ...