Structure Therapeutics (NasdaqGM:GPCR) FY Conference September 10, 2025 10:45 AM ET Company ParticipantsRaymond Stevens - CEOOperatorGreat. Thanks for joining us, everyone. I'm Terrence Flynn, the U.S. biopharma analyst here at Morgan Stanley. I'm very pleased to be hosting Structure Therapeutics. Joining us today from the company, we have the company's CEO, Ray Stevens. Ray, thanks so much for being here. Just before we get started, for important disclosures, please see the Morgan Stanley Research Disclosu ...

Alvotech (NasdaqGM:ALVO) FY Conference September 10, 2025 10:45 AM ET Company ParticipantsThibault Boutherin - Executive Director - Equity ResearchBalaji Prasad - Chief Strategy OfficerThibault BoutherinOkay. Perfect. So we'll start. So good morning, everyone in the room. Thank you for joining this session of the Morgan Stanley Global Healthcare Conference.I am Thibaut Boudreaux. I am co head of the European Pharma Equity Research team based in London. Before we start the session, I need to refer to importa ...

CorMedix (NasdaqGM:CRMD) FY Conference September 10, 2025 10:45 AM ET Company ParticipantsRoss Cohen - Executive DirectorJoe Todisco - CEORoss CohenOkay. Thank you all for joining. Just a quick note on disclosure. For important disclosures, please see the Morgan Stanley Research Disclosure website, or please reach out to your Morgan Stanley sales representatives for any disclosures. Welcome to the Morgan Stanley Healthcare Conference and the Fireside Chat with CorMedix. My name is Ross Cohen. I'm an Executi ...

Growth on the Horizon CORPORATE PRESENTATION SEPTEMBER 2025 TSX: EDR | NYSE: EXK edrsilver.com Cautionary Note This presentation contains "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995 and "forward-looking information" within applicable Canadian securities legislation. Such forward-looking statements and information herein include but are not limited to statements regarding the expected benefits of Endeavour's acquisition of all of the i ...

Bio-Techne (NasdaqGS:TECH) FY Conference September 10, 2025 10:45 AM ET Company ParticipantsJames Hippel - EVP & CFOConference Call ParticipantsNone - AnalystNoneAll right. Thank you, everyone, for joining today. It's my pleasure to be here with Jim Hippel, the CFO of Bio-Techne, and Charles Kummeth. Thanks for joining us today, Jim.James HippelYeah, thanks for having us. Appreciate it.NoneBefore we get started, I just need to read a quick disclosure. Please see the Morgan Stanley Research Disclosure websit ...

Kimberly-Clark (NYSE:KMB) FY Conference September 10, 2025 10:30 AM ET Company ParticipantsNelson Urdaneta - CFOMike Hsu - President & CEOConference Call ParticipantsMichael Lavery - MD & Senior Research AnalystMichael LaveryAll right, thanks everyone for coming. It's welcome to Piper Sandler's fourth annual Growth Frontiers Conference. It's our pleasure today to have Kimberly-Clark here with us. We've got Mike Hsu, the Chairman and CEO, Nelson Urdaneta, CFO, and Chris Jakubik, Head of Investor Relations. M ...

Matrix Service Company (NasdaqGS:MTRX) Q4 2025 Earnings Call September 10, 2025 10:30 AM ET Company ParticipantsKellie Smythe - Senior Director of Investor RelationsKevin Cavanah - VP and CFOJohn Hewitt - President and CEOConference Call ParticipantsJohn Franzreb - AnalystBrent Thielman - AnalystOperatorGood morning. Welcome to the Matrix Service Company Conference Call to discuss the results for the Fourth Quarter of Fiscal 2025. Currently, all participants are in listen-only mode. Later, we will conduct a ...

Summary of Arcutis Biotherapeutics FY Conference Call Company Overview - **Company**: Arcutis Biotherapeutics (NasdaqGS:ARQT) - **Industry**: Biopharmaceuticals, specifically dermatology treatments Key Points and Arguments Sales Performance - **Q2 Sales Growth**: Net sales increased by 28% compared to Q1, indicating strong sales momentum [1] - **Seasonality Impact**: Anticipated slower growth in Q3 due to seasonal factors, including weather and vacations, but still expecting absolute growth in net sales [2][3] Product Launches - **New Product Launch**: Launched 0.3% foam for scalp and body psoriasis in July, contributing to sales despite seasonal challenges [2][3] - **Upcoming Approval**: Expecting a PDUFA decision in August for the 0.05% cream for atopic dermatitis in children aged two to five, which is anticipated to drive momentum in Q4 [3][13] Market Dynamics - **Prescriber Base**: The company has a strong prescriber base with about 13,000 top decile dermatologists, focusing on deepening existing relationships rather than expanding the base [5] - **Treatment Options**: Patients can now choose between cream and foam for psoriasis treatment, with about 50% of patients having hair involvement [6] Strategic Focus - **Shift from Steroids**: The company aims to position ZORYVE as a foundational therapy for dermatological conditions, moving away from traditional steroid treatments [20][21] - **Market Share**: Holds a 40% share in the non-steroidal topical market, with significant room for growth as there were 16 million steroid prescriptions written in 2024 [20] Lifecycle Management - **Future Studies**: Plans to conduct phase two studies for hidradenitis suppurativa and vitiligo, with a focus on leveraging existing case studies for potential new indications [24][25] - **Uniform Pricing Strategy**: The company intends to maintain responsible pricing across all indications, avoiding price differentiation for rare diseases [27] Financial Outlook - **Cash Flow Positive**: Projected to achieve cash flow positivity in 2026, with a focus on advancing ZORYVE and its lifecycle management [33] - **Capital Allocation**: Plans to prioritize capital allocation towards ZORYVE's growth and lifecycle management projects, with potential discussions on returning cash to shareholders in the future [33] Business Development - **External Innovation**: Interested in validated targets in the dermatology inflammation space, particularly phase two assets, but not actively seeking new topicals [29][32] - **Strategic Partnerships**: Open to business development opportunities that align with the company's strategic goals, but not a primary focus at this time [31][34] Additional Important Insights - **Physician Education**: The company is working to educate physicians on the benefits of ZORYVE over steroids, which is a long-term process [20][21] - **Payer Support**: Positive relationships with payers, evidenced by coverage and contracts, which support the shift from steroids to ZORYVE [23] This summary encapsulates the key discussions and insights from the Arcutis Biotherapeutics FY Conference Call, highlighting the company's strategic direction, market positioning, and financial outlook.

Matrix Service Company (NasdaqGS:MTRX) Q4 2025 Earnings Call September 10, 2025 10:30 AM ET Company ParticipantsKellie Smythe - Senior Director of Investor RelationsKevin Cavanah - VP and CFOJohn Hewitt - President and CEOConference Call ParticipantsJohn Franzreb - AnalystBrent Thielman - AnalystOperatorGood morning. Welcome to the Matrix Service Company conference call to discuss the results for the fourth quarter of fiscal 2025. Currently, all participants are in listen-only mode. Later, we will conduct a ...

Rollins (NYSE:ROL) FY Conference September 10, 2025 10:30 AM ET Company ParticipantsKenneth Krause - EVP & CFOLyndsey Burton - VP - Investor RelationsConference Call ParticipantsPeter Keith - MD & Senior Research AnalystPeter KeithOkay. All right. Good morning, everyone. Welcome to the Piper Sandler Growth Frontiers Conference. My name is Peter Keith, Senior Research Analyst, covering consumer broad lines and hard lines. I'm very pleased to have Rollins with us today. This is, to be honest, one of the fires ...