Mission Produce (NasdaqGS:AVO) Earnings Call Presentation
2026-01-14 21:30
Mission Produce, Inc. Acquisition of Calavo Growers, Inc. January 2026 Investors and security holders will be able to obtain free copies of the registration statement and Joint Proxy Statement/Prospectus (if and when available) and other documents containing important information about Calavo, Mission and the proposed transaction, once such documents are filed with the SEC through the website maintained by the SEC at http://www.sec.gov. Copies of the Form S-4 and Joint Proxy Statement/Prospectus (if and whe ...
Calavo Growers (NasdaqGS:CVGW) Earnings Call Presentation
2026-01-14 21:30
FORWARD-LOOKING STATEMENTS This communication contains certain "forward-looking statements" within the meaning of federal securities laws. Forward-looking statements may be identified by words such as "anticipates," "believes," "could," "continue," "estimate," "expects," "intends," "will," "should," "may," "plan," "predict," "project," "would" and similar expressions. Forward-looking statements are not statements of historical fact and reflect Calavo's and Mission's current views about future events. Such f ...
Mereo Biopharma Group (NasdaqCM:MREO) FY Earnings Call Presentation
2026-01-14 21:30
Pipeline Programs - Setrusumab for Osteogenesis Imperfecta (OI) Phase 3 results were reported around the end of 2025, partnered with Ultragenyx, but neither study achieved the primary endpoint of reduction in AFR compared to placebo or bisphosphonates[8, 11] - Alvelestat for Alpha-1 Antitrypsin Deficiency-associated Lung Disease (AATD-LD) activities are ongoing to support the initiation of Phase 3, following an agreement in principle on the primary endpoints[8] - Vantictumab for osteopetrosis is out-licensed to āshibio, with EU rights retained, and an IND is planned for H2 2026[8] Financial Status - The company has approximately $41 million in cash and cash equivalents as of December 31, 2025, providing a cash runway into mid-2027[8] Setrusumab Clinical Trial Results - In the Orbit study (Setrusumab vs placebo), 19.5% of patients met rescue criteria at 12 months, primarily due to fractures, with a larger number of placebo patients exiting the study[14] - In the Cosmic study (Setrusumab vs bisphosphonates), there was a 59% reduction in vertebral fractures on setrusumab (p=0.081), despite more severe type III/IV patients on setrusumab (65% setrusumab vs 54% IV-BP)[31] - Setrusumab patients in the Orbit study showed improvements in disease severity (PGIS) in peds/teens, as well as improvements in pain/comfort and sports/activity[20] Market Opportunities - Osteogenesis Imperfecta affects approximately 60,000 patients across the US & Europe[9] - Severe Alpha-1 Antitrypsin Deficiency affects an estimated 50,000 patients in North America and 60,000 in Europe[9] - Osteopetrosis has an incidence of 1 in 20,000 in North America and Europe, with onset typically in late childhood[9]
Integra LifeSciences (NasdaqGS:IART) FY Earnings Call Presentation
2026-01-14 19:15
Forward-looking statements Integra LifeSciences J.P. Morgan Healthcare Conference January 2026 Slide 2 A global medtech leader dedicated to restoring lives Demonstrated leadership in $9B global market Extensive portfolio of best-in-class products Executing strategic transformation Strengthening operational foundation Enabling growth and innovation 19% LTM adjusted EBTIDA margin 62.8% LTM adjusted gross margin $1.6B LTM reported revenue $89M LTM operating cash flow Slide 3 Financial metrics shown for the tra ...
Pacira BioSciences (NasdaqGS:PCRX) FY Earnings Call Presentation
2026-01-14 19:15
JP Morgan 44th Annual Healthcare Conference Frank D. Lee Chief Executive Officer PCRX | January 14, 2026 Forward-looking statements and where to find additional information Any statements in this presentation about Pacira's future expectations, plans, trends, outlook, projections and prospects, and other statements containing the words "anticipate," "believe," "can," "could," "estimate," "expect," "intend," "may," "plan," "project," "should," "will," "would," and similar expressions, constitute forward-look ...
Vericel (NasdaqGM:VCEL) FY Earnings Call Presentation
2026-01-14 19:15
Advanced Therapies for the Sports Medicine & Severe Burn Care Markets 44TH ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE JANUARY 14, 2026 Safe Harbor PORTFOLIO OF INNOVATIVE CELL THERAPIES AND SPECIALTY BIOLOGICS WITH SIGNIFICANT BARRIERS TO ENTRY ongoing internal control, review and audit procedures. Additional factors that could cause actual results to differ materially from those set forth in the forward-looking statements include, but are not limited to, uncertainties associated with our expectations regardi ...
Alignment Healthcare (NasdaqGS:ALHC) FY Earnings Call Presentation
2026-01-14 18:30
Membership and Growth - Total membership reached 275,300 as of January 1, 2026, reflecting a 30% Compound Annual Growth Rate (CAGR) since inception[16] - The company projects year-end 2026 membership to be in the range of 290,000 to 296,000[16,46] - From 2024 to Q3 2025, peers averaged 1% annual membership growth[36] - As of January 1, 2026, 80% of new members are new to MA, and 20% are MA plan switchers[47] - January 1 net Medicare Advantage enrollment growth in California was +23,800 (+84% YoY)[47] - January 1 net Medicare Advantage enrollment growth Ex-California was +41,500 (+23% YoY)[47] Financial Performance - The company's total revenue has grown from $127 million in 2014 to $3939 million in 2024[16] - The company raised YE adjusted EBITDA guidance from $48M to $94M at the midpoint from initial guidance to current guidance[52] - The company expects consensus adjusted EBITDA of $145M to be within FY 2026 guidance range[52] Quality and Cost Management - 100% of Alignment's members are in plans rated 4 stars or above, compared to 65% for the industry[40] - The company invests ~4% of medical expenses for at-risk members in employed clinical model[21] - The company has achieved superior growth while managing medical costs effectively, differentiating itself from peers who averaged a 1% annual membership growth and an annual increase in MBR of 160bps[36] Market Position - The company has less than 1% national market share and approximately 6% share in existing markets[53] - The MA market is projected to grow further over the next decade, with MA penetration reaching 58% in 2034[54]
Immunome (NasdaqCM:IMNM) FY Earnings Call Presentation
2026-01-14 18:30
Immunome Corporate Presentation 44th Annual J.P. Morgan Healthcare Conference 1 January 2026 Disclaimer and Forward-Looking Statements Forward-Looking Statements Statements in this presentation that are not purely historical in nature are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We use words such as "may," "might," "will," "could," "would," "should," "expect," "intend," "plan," "vision," "objective," "anticipate," "believe," "estimate," "predic ...
Idorsia (OTCPK:IDRS.F) FY Earnings Call Presentation
2026-01-14 18:30
Two products with blockbuster potential and a pipeline of first- or best-in-class drugs J. P. Morgan Healthcare Conference 2026 – January 2026 Forward-looking statements The information in this presentation contains certain "forward-looking statements", relating to the company's business, which can be identified by the use of forward-looking terminology such as "intend", "estimates", "believes", "expects", "may", "are expected to", "will", "will continue", "should", "would be", "seeks", "pending" or "antici ...
AtriCure (NasdaqGM:ATRC) FY Earnings Call Presentation
2026-01-14 18:30
Creating a World Class Platform JP Morgan Healthcare Conference Presentation January 2026 © 2026 AtriCure, Inc. All rights reserved. Forward Looking Statements and Non-GAAP Financial Measures This presentation and oral statements made in connection with this presentation contain "forward-looking statements," which are statements related to future events that by their nature address matters that are uncertain. Forward-looking statements address, among other things, AtriCure's expected market opportunity, gui ...