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Crown Castle, Inc. (CCI) Bank of America Securities Media, Communications and Entertainment Conference (Transcript)
2023-09-14 17:15
Crown Castle, Inc. (NYSE:CCI) Bank of America Securities Media, Communications and Entertainment Conference September 14, 2023 9:40 AM ET Company Participants Daniel Schlanger - CFO Conference Call Participants Unidentified Analyst Thanks, everybody, for joining us. This is our first Comm. Infrastructure session of the day. Really pleased to have with us Dan Schlanger, EVP and CFO of Crown Castle. Thank you very much for joining us, Dan. Daniel Schlanger Thanks for having us. Question-and-Answer Session Q ...
Affirm Holdings, Inc. (AFRM) UBS 2023 Fintech Leaders Conference Call (Transcript)
2023-09-14 16:35
Affirm Holdings, Inc. (NASDAQ:AFRM) UBS 2023 Fintech Leaders Conference Call September 14, 2023 7:30 AM ET Company Participants Rob O’Hare - SVP, Finance Pat Suh - SVP, Revenue Conference Call Participants Rayna Kumar - UBS Rayna Kumar Welcome, everyone. I'm Rayna Kumar, and I lead U.S. payment processors and IT services equity research at UBS. And today, it is my pleasure to welcome Rob O’Hare, Senior VP of Finance at Affirm; and Pat Suh, Senior VP of Revenue at Affirm. Thank you both for joining me today. ...
The Coca-Cola Company (KO) Bernstein ESG Conference (Transcript)
2023-09-14 10:32
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_cab5545955408e83a9c2ae35c8124a18.html ...
Southwest Airlines Co. (LUV) CEO Bob Jordan presents at Morgan Stanley 11th Annual Laguna Conference (Transcript)
2023-09-14 09:35
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_178cd4bfee07e30357ede503bd48bff5.html ...
Lockheed Martin Corporation (LMT) Morgan Stanley 11th Annual Laguna Conference (Transcript)
2023-09-14 09:30
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_b46b1b5af0c6779c83d61d9c4c14bed7.html ...
General Electric Company (GE) Morgan Stanley's 11th Annual Laguna Conference (Transcript)
2023-09-14 09:29
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_fadfd02d552f9540ce069be7cbb64721.html ...
Comcast Corporation (CMCSA) Bank of America Securities Media, Communications and Entertainment Conference (Transcript)
2023-09-14 09:28
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_f3126b6503b34aa500423025bd00b0ef.html ...
Delta Air Lines, Inc. (DAL) Morgan Stanley's 11th Annual Laguna Conference (Transcript)
2023-09-14 07:29
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_1d2947ad72ef9a2d7e4287ed4297325d.html ...
Mastercard, Inc. (MA) UBS 2023 FinTech Leaders Conference (Transcript)
2023-09-14 06:19
https://reportify-1252068037.cos.ap-beijing.myqcloud.com/media/production/s_m_content_182f620890639dbba4a5060cdd31c6bf.html ...
Moderna, Inc. (MRNA) R&D Day and Business Updates (Transcript)
2023-09-14 05:29
Summary of Moderna, Inc. R&D Day and Business Updates (September 13, 2023) Company Overview - **Company**: Moderna, Inc. (NASDAQ:MRNA) - **Participants**: Key executives including CEO Stephane Bancel, President Stephen Hoge, and others involved in various therapeutic areas and vaccine programs [2][4] Core Industry Insights - **Industry**: Biotechnology and Pharmaceuticals, focusing on mRNA technology for vaccines and therapeutics - **Key Focus Areas**: Infectious diseases, cancer therapeutics, rare diseases, and vaccine development Key Points and Arguments 1. **Platform Technology**: Moderna's mRNA technology is viewed as a powerful platform for developing a new class of medicines, allowing for high productivity in R&D and capital efficiency [4][5][6][7] 2. **Product Pipeline**: The company aims to launch up to 15 products in the next five years, with a focus on infectious disease vaccines, cancer therapeutics, and rare diseases [12][29] 3. **Positive Phase 3 Data**: Moderna has achieved positive Phase 3 data for COVID-19, RSV, and flu vaccines, demonstrating the effectiveness of its platform [9][19] 4. **Cancer Therapeutics**: The company is advancing its individualized neoantigen therapy for melanoma and has plans for accelerated approval discussions based on promising data [10][15][31] 5. **Vaccine Development**: Moderna is working on next-generation COVID vaccines and combination vaccines (COVID + flu), with clinical data expected soon [13][38] 6. **Regulatory Approvals**: The company has received FDA approval for its updated COVID vaccine and is in discussions for its flu vaccine [44][60] Additional Important Content 1. **Investment in Science**: Moderna emphasizes continuous investment in scientific research to expand the capabilities of its mRNA platform [8][22] 2. **Diverse Applications**: The company is exploring various applications in oncology and rare diseases, including partnerships for gene editing technologies [26][27][23] 3. **Clinical Trials**: Ongoing clinical trials are crucial for validating the safety and efficacy of new vaccines and therapeutics, with a focus on both adult and pediatric populations [39][63] 4. **Monitoring Variants**: Moderna has established a robust process for monitoring COVID-19 variants and updating vaccines accordingly, ensuring continued efficacy against emerging strains [45][56] 5. **Safety Profiles**: The safety profiles of new vaccines are being closely monitored, with data showing acceptable reactogenicity compared to standard vaccines [63][64] Conclusion Moderna is positioned as a leader in the biotechnology sector, leveraging its mRNA platform to develop a wide range of vaccines and therapeutics. The company is focused on expanding its product pipeline, achieving regulatory approvals, and continuously improving its technology to meet public health needs.