Novo Nordisk A/S (NVO) Novo Nordisk R&D Investor Event November 11, 2023 6:00 PM ET Company Participants Daniel Bohsen - Head of Investor Relations Martin Holst Lange - Executive Vice President, Development Robin Evers - Senior Vice President of Medical Affairs, Regulatory and Safety Conference Call Participants Richard Vosser - JPMorgan Chase & Co Emily Field - Barclays Michael Novod - Nordea Pete Verdult - Citi Seamus Fernandez - Guggenheim Securities Martin Parkhøi - SEB Pete Welford - Jefferies Michael ...

Bristol-Myers Squibb Company (NYSE:BMY) 2023 UBS BioPharma Conference Transcript November 8, 2023 8:00 AM ET Executives Lynelle Hoch - Head, Cell Therapy Analysts Trung Huynh - UBS Trung Huynh Okay. It’s 8 a.m. My name is Trung Huynh. I am one of the Therapeutics Analyst here at UBS. It’s my great pleasure to present to you guys, Bristol-Myers Squibb, for our first fireside session and conference. Today, we are talking about cell therapy for the next 45 minutes and for that we have got Lynelle Hoch, who is ...

Honeywell International Inc. (NASDAQ:HON) Baird’s Global Industrial Conference Call November 7, 2023 8:20 AM ET Company Participants Jim Currier - President and Chief Executive Officer Conference Call Participants Peter Arment - Baird Peter Arment Thanks. Good morning, everyone. My name is Peter Arment. I’m the Senior Aerospace Defense Analyst here at Baird. I am delighted to have Jim Currier, who is the President and CEO of Honeywell Aerospace, 17-year veteran for Honeywell, has really covered all aspects ...

Key Points Industry/Company * **Company**: Northrop Grumman Corporation (NYSE:NOC) * **Industry**: Aerospace and defense Core Views and Arguments * **Strategy**: Northrop Grumman's strategy focuses on technology differentiation, sustainable and profitable growth, performance and execution, and efficient capital deployment. * **Backlog**: The company has reached a historic backlog of $84 billion, driven by strong demand both domestically and internationally. * **Growth**: The company expects 6.5% growth in 2023 and 4-5% growth in 2024, with a focus on space, mission systems, defense systems, and aeronautics. * **Free Cash Flow**: Northrop Grumman maintains its free cash flow guidance and expects it to grow significantly over the next few years, driven by operational improvements and non-operational factors. * **Capital Deployment**: The company plans to return at least 100% of its free cash flow to shareholders through dividends and share repurchases. Other Important Points * **Space**: The space segment is expected to grow at a slightly higher rate than the company average in 2024, driven by launch support and SDA constellations. * **Mission Systems and Defense Systems**: These segments are expected to grow in line with the company average, with opportunities in munitions and integrated air and missile defense. * **Aeronautics**: The aeronautics segment is expected to see modest growth in 2024, with opportunities in international markets. * **B-21**: The B-21 program is progressing well and is expected to enter the low rate initial production phase in the fourth quarter of 2023. * **International**: The international business is expected to grow at a rate similar to or higher than the company average, driven by opportunities in munitions, integrated air and missile defense, and aeronautics. * **Margins**: The company expects modest margin expansion in 2024, driven by operational improvements and changes in the mix of business. * **Cash Flow**: The company expects free cash flow to grow significantly over the next few years, driven by operational improvements, non-operational factors, and capital expenditure reductions.

QUALCOMM Incorporated (NASDAQ:QCOM) Deutsche Bank AutoTech Conference November 9, 2023 1:30 PM ET Company Participants Nakul Duggal - SVP & General Manager, Automotive & Cloud Computing Mauricio Lopez-Hodoyan - VP, IR Conference Call Participants Ross Seymore - Deutsche Bank Ross Seymore Right. Good morning and good afternoon to everyone. I'm Ross Seymore, the U.S. semiconductor analyst here at Deutsche Bank. Welcome to the 8th Annual Deutsche Bank AutoTech Conference. We're very pleased to have our next d ...

Pfizer Inc. (NYSE:PFE) Truist Securities BioPharma Symposium November 9, 2023 12:35 PM ET Company Participants Aamir Malik - Executive Vice President and Chief Business Innovation Officer Conference Call Participants Robyn Karnauskas - Truist Securities Robyn Karnauskas Good afternoon. Thanks so much for joining us. I'm Robyn Karnauskas, one of the biotech analysts at Truist. I'm so excited to have for a keynote this afternoon from Pfizer, Aamir Malik, the Chief Business Innovation Officer and Executive Vic ...

Carrier Global Corporation (NYSE:CARR) Baird’s Global Industrial Conference Call November 7, 2023 12:25 PM ET Company Participants Dave Gitlin - Chairman and Chief Executive Officer Conference Call Participants Tim Wojs - Baird Tim Wojs I am Tim Wojs. I cover building products here at Baird. And we are absolutely delighted to have Carrier Global join us again at our Global Industrial Conference this year. Carrier is a leading manufacturer of residential and commercial HVAC. They have got a transport in a co ...

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) UBS Biopharma Conference November 9, 2023 12:00 PM ET Company Participants Charlie Wagner - Executive Vice President & Chief Financial Officer David Altshuler - Chief Scientific Officer Conference Call Participants Colin Bristow - UBS Colin Bristow Good afternoon, and welcome to the UBS Biopharma Conference. I'm Colin Bristow, one of the biotech analysts here. It's my pleasure to have Vertex Pharmaceuticals with us here today. On behalf of the company, we ...

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Truist Securities BioPharma Symposium November 8, 2023 3:20 PM ET Company Participants Dr. Len Schleifer - President and Chief Executive Officer Ryan Crowe - Investor Relations Conference Call Participants Robyn Shelton - Truist Securities Robyn Shelton Good morning, everyone. What a delight to have Dr. Len Schleifer here today. I think I've known Len since I was a baby analyst. A really bad one, but much better now. And with them, we also have Ryan Crowe from I ...

Eli Lilly and Company (NYSE:LLY) UBS Biopharma 2023 Conference November 8, 2023 3:00 PM ET Company Participants Patrik Jonsson - President, Lilly Immunology Conference Call Participants Trung Huynh - UBS Trung Huynh Okay. We're at the hour now. My name is Trung Huynh. I'm the U.S. pharma analyst here at UBS. Thank you, everyone, for joining in the room and also online. It's my pleasure today to host Eli Lilly, and we've got Patrik Jonsson, the President of Lilly Immunology. But upon Mike Mason's retirement, ...