Jackson Financial (JXN) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Liz Werner - SVP - Head of IRLaura Prieskorn - CEO, President & DirectorDon Cummings - EVP & CFOScott Romine - President & CEO of Jackson National Life Distributors LLCThomas Gallagher - Senior Managing DirectorRyan Krueger - Managing DirectorNone - Executive Conference Call Participants Suneet Kamath - Senior Research Analyst Operator for attending the Jackson Financial 1Q twenty twenty five Earnings Call. My name i ...

Corteva (CTVA) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Kimberly Booth - VP - Investor RelationsChuck Magro - Chief Executive OfficerDavid Johnson - Executive VP & CFOJoel Jackson - Managing DirectorChristopher Parkinson - Managing DirectorJudd O’Connor - EVP - Seed Business UnitVincent Andrews - Managing DirectorRobert King - Executive Vice President of Crop Protection Business UnitKevin McCarthy - PartnerJosh Spector - Executive DirectorEmily Fusco - Equity Research Associate Co ...

NN (NNBR) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Stephen Poe - Assistant Vice PresidentHarold Bevis - CEO, President & DirectorChristopher H. Bohnert - Senior Vice President and Chief Financial OfficerTim French - SVP & COO Conference Call Participants Rob Brown - Founding Partner & Senior Research AnalystHans Baldau - Equity Research AnalystJohn Franzreb - Senior Equity Analyst Operator Good day, and welcome to the NN Inc. First Quarter twenty twenty five Earnings Conference Ca ...

StoneX Group (SNEX) Q2 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants William Dunaway - Chief Financial OfficerSean O'Connor - Executive Vice-Chairman of the BoardPhilip Smith - Chief Executive Conference Call Participants Dan Fannon - Managing Director - Research AnalystJeff Schmitt - Research Analyst - Financial Services and Technology Operator Good day, and thank you for standing by. Welcome to the Stonix Group Second Quarter twenty twenty five Earnings Conference Call. At this time, al ...

Mistras Group (MG) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Thomas Tobolski - TreasurerNatalia Shuman - President & CEOEdward Prajzner - Senior EVP & CFOMitchell Pinheiro - Director - Research Conference Call Participants John Franzreb - Senior Equity AnalystChristopher Sakai - Analyst Operator Good day, everyone. My name is Abigail, and I will be your conference operator today. At this time, I would like to welcome you to Mistras Group Inc q one twenty twenty five earnings call. ...

Tile Shop (TTSH) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Ken Cooper - Investor RelationsCabby Lolmaugh - CEO & PresidentMark Davis - SVP & CFO Operator Good morning, and welcome to the Quarter One twenty twenty five Tile Shop Holdings Incorporated Earnings Conference Call. This is Franz, and I'll be the operator assisting you today. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you ...

Invesco Mortgage Capital (IVR) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Greg Seals - Head, Investor RelationsJohn Anzalone - Chief Executive OfficerBrian Norris - Chief Investment OfficerTrevor Cranston - Director, Mortgage Finance Equity ResearchJason Weaver - Managing Director - Equity ResearchJason Stewart - Director - Mortgage FinanceEric Hagen - Managing Director Conference Call Participants Douglas Harter - Equity Research Analyst Operator Welcome to the Invesco Mortgage Cap ...

Global Medical REIT (GMRE) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Stephen Swett - PartnerJeffrey Busch - Chairman, President & CEOAlfonzo Leon - CIORobert Kiernan - CFO & TreasurerNone - ExecutiveJuan Sanabria - Managing DirectorGaurav Mehta - Managing Director Conference Call Participants Austin Wurschmidt - Senior Equity Research AnalystWesley Golladay - Senior Research AnalystJohn Massocca - Senior Research Analyst Operator Greetings, and welcome to the Global Medical REIT Fi ...

Financial Data and Key Metrics Changes - The company reported a 18% increase in overall revenues for Q1 2025, driven by strong performance in Tyvaso DPI royalties and collaboration services [17][18] - Non-GAAP net income for Q1 2025 was $22 million, representing a 43% increase compared to the same period in 2024 [20] - The company ended the quarter with cash and investments totaling $198 million, allowing for continued investment in its pipeline [20] Business Line Data and Key Metrics Changes - The endocrine business experienced a 20% growth in new prescriptions (NRxs) and a 14% growth in total prescriptions (TRxs) [4] - Tyvaso collaboration generated $30 million in royalty revenue and $29 million in manufacturing revenue for Q1 2025, marking a 32% and 18% increase respectively compared to the prior year [5][18] - Afrezza net revenues were $15 million, a 3% increase year-over-year, although impacted by one-time adjustments and shipment timing [18][19] Market Data and Key Metrics Changes - The orphan lung opportunity, particularly with Tyvaso DPI, is expected to exceed $1 billion by the end of the decade, with a focus on the US and Japan [10] - The company anticipates significant market potential in the pediatric segment, estimating that a 10% market share could yield approximately $150 million in net revenue [22] Company Strategy and Development Direction - The company is focusing on expanding its pediatric offerings and anticipates filing for pediatric expansion in mid-2025 [4][22] - The strategy includes leveraging strong data from recent studies to enhance market penetration and address the pediatric diabetes market differently than the adult market [65][66] - The company aims to build shareholder value through a series of anticipated catalysts, including the approval of pediatric indications and ongoing clinical trials [21][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory of Afrezza, particularly with the positive reception of recent data and the potential for pediatric approval [6][61] - The company is optimistic about navigating economic headwinds, including tariffs, due to its predominantly US-based manufacturing [46][85] - Management highlighted the importance of ongoing clinical trials and the potential for new product launches to drive future growth [52][81] Other Important Information - The company is actively preparing for several upcoming scientific conferences to present new data and engage with the investment community [25] - Management noted that the current supply chain situation is manageable, with key products either exempt from tariffs or positioned to navigate potential impacts [46][47] Q&A Session Summary Question: Can you provide initial thoughts on the Phase two-three trial design for MANKIND-201? - Management indicated that they are still finalizing the trial design and have not provided extensive guidance on FDA feedback yet [29][30] Question: Are you looking to measure FVC in the IPF study? - Management confirmed that they will be looking at multiple doses and measuring delta from placebo, but specifics are still being finalized [34][35] Question: What is the rationale behind the label update for adults? - Management explained that the label change aims to improve dosing and control, with expectations for approval in Q4 [44] Question: How do you see the treatment landscape evolving for NTM and IPF? - Management noted the challenges in treating these diseases and emphasized the potential for their products to provide better tolerability and efficacy [52] Question: What are your thoughts on adherence in pediatric diabetes? - Management expressed optimism about adherence in pediatric patients, noting that caregivers are typically more diligent and that the product's profile may appeal to parents [72][74]

Concentra Group Holdings Parent (CON) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Keith Newton - CEOMatthew DiCanio - President & CFOBenjamin Rossi - Equity Research AssociateBen Hendrix - Vice PresidentEdward Kressler - Managing Director Conference Call Participants Jamie Perse - AnalystJoanna Gajuk - Equity Research AnalystStephen Baxter - Senior Equity Research AnalystJustin Bowers - Analyst Operator Good morning and thank you for joining us today for Concentra Group Holdings Pare ...