The Williams Companies, Inc. (NYSE:WMB) Williams 2024 Analyst Day February 14, 2024 8:30 AM ET Company Participants Danilo Juvane - Vice President-Investor Relations Alan Armstrong - President and Chief Executive Officer Michael Dunn - Chief Operating Officer Chad Zamarin - Executive Vice President-Corporate Strategic Development John Porter - Chief Financial Officer Lane Wilson - General Counsel Debbie Pickle - Chief HR Officer Conference Call Participants Jeremy Tonet - JPMorgan Sunil Sibal - Seaport Glob ...

Swiss Re AG (OTCPK:SSREY) FY2023 Earnings Conference Call February 16, 2024 8:00 AM ET Company Participants Christian Mumenthaler - Group Chief Executive Officer John Dacey - Group Chief Financial Officer Thomas Bohun - Head of Investor Relations Conference Call Participants Andrew Ritchie - Autonomous Kamran Hossain - JPMorgan Vinit Malhotra - Mediobanca Will Hardcastle - UBS Ivan Bokhmat - Barclays Freya Kong - Bank of America Roland Pfaender - ODDO BHF Darius Satkauskas - Keefe, Bruyette & Woods Operato ...

BlackBerry Limited (NYSE:BB) Wolfe Research Global Auto and Auto Tech Conference February 15, 2024 2:15 PM ET Company Participants John Wall - SVP and Co-Head, BlackBerry Technology Solutions Tim Foote - Head of IR Conference Call Participants Shreyas Patil - Wolfe Research Shreyas Patil Yes, BlackBerry here. So just - so BlackBerry $624 million company founded in 1980s and it has become a leading intelligence security software and service provider to businesses all around the world. Our focus today is goin ...

General Motors Company (NYSE:GM) Wolfe Research Global Auto and Auto Tech Conference February 15, 2024 10:55 AM ET Company Participants Mary Barra - Chair and Chief Executive Officer Conference Call Participants Rod Lache - Wolfe Research Rod Lache [Abrupt Start] …in GM's messaging recently. The most obvious being the increased focus on returns to shareholders that culminated in a $10 billion share repurchase, almost 25% of the company's outstanding shares. If GM can sustain this level of profitability, we ...

Ford Motor Company (NYSE:F) Wolfe Research Global 2024 Auto and Auto Tech Conference February 15, 2024 8:55 AM ET Company Participants Jim Farley - President, CEO & Director John Lawler - CFO Conference Call Participants Rod Lache - Wolfe Research Jim Farley [Call Starts Abruptly] … a much stronger Ford. We would have a much stronger base. The irony of that though is that if we had done that quicker, would we have really trusted that organization to disrupt itself like we have. I think one of the biggest gi ...

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Oppenheimer 34th Annual Healthcare Life Sciences Conference February 14, 2024 1:20 PM ET Company Participants Ryan Crowe - SVP, IR David Snow - SVP, Global Head of Dupixent franchise Conference Call Participants Hartaj Singh - Oppenheimer Hartaj Singh Great. Thank you, everybody, for joining us on the second day here of this track of the Oppenheimer Healthcare Conference of 2024. Got David Snow, the SVP and the Global Head of Dupixent franchise; and Ryan Crowe, ...

Inovio Pharmaceuticals, Inc. (NASDAQ:INO) Oppenheimer 34th Annual Healthcare Life Sciences Conference February 14, 2024 12:40 PM ET Company Participants Jacque Shea - President and CEO Conference Call Participants Hartaj Singh - Oppenheimer Hartaj Singh Great, thank you operator for again, always making this so seamless and easy for us all. We have now Jacque Shea, the President and CEO of Inovio Company we've been covering for a while now. And we recently upgraded on the back of some really compelling data ...

Lockheed Martin Corporation (NYSE:LMT) TD Cowen 45th Annual Aerospace & Defense Conference February 14, 2024 10:00 AM ET Company Participants Jay Malave - Chief Financial Officer Conference Call Participants Cai von Rumohr - TD Cowen Cai von Rumohr Okay. So we're going to move on. We're delighted to have with us Lockheed Martin and their Jay Malave. And Jay, you're going to read a Reg FD statement to start. Jay Malave Statements made today that are not historical facts are considered forward-looking stateme ...

Amgen Inc. Conference Call Summary Company Overview - **Company**: Amgen Inc. (NASDAQ: AMGN) - **Event**: Oppenheimer 34th Annual Healthcare Life Sciences Conference - **Date**: February 14, 2024 Key Industry and Company Insights Growth Potential and Therapeutic Areas - Amgen is optimistic about growth across four therapeutic areas: General Medicine, Oncology, Inflammation, and Rare Disease [3][4] - The company emphasizes a balanced portfolio, reducing dependency on any single area for growth [4] Obesity Program - MariTide - MariTide is highlighted as a lead program with a differentiated profile in obesity treatment [3] - Phase I data shows promising results, with a 14.5% weight loss after three monthly doses in a high-dose cohort [13] - Durability of weight loss is notable, with approximately 11% maintained after 150 days post-treatment [14] - A Phase II study with 592 patients is underway, focusing on various dosing regimens, with interim analysis expected mid-2024 [14][15] Product Performance and Sales Growth - In 2023, Amgen reported a 15% year-over-year volume growth and 9% product sales growth, driven by 18 products achieving record sales [5] - Specific products like Repatha and EVENITY showed significant growth, with Repatha at 37% and EVENITY at 44% year-over-year [6] Oncology Developments - BLINCYTO is expected to see growth due to positive Phase III data and updated NCCN guidelines [7] - Tarlatamab, a first-in-class medicine for small cell lung cancer, is set for a June PDUFA date, indicating strong potential for market entry [7][49] Inflammation Portfolio - Otezla continues to show growth potential, with a 6% increase in new patient starts in Q4 2023 [8][40] - TEZSPIRE recorded sales of $177 million in Q4 2023, with a total of $567 million for the year [8] Rare Disease Pipeline - Amgen is expanding its Rare Disease growth pillar, with more details to be shared in an upcoming investor event [9][51] Market Positioning and Commercial Strategy - The company plans to position MariTide with a focus on monthly or less frequent dosing, enhancing patient experience [31][36] - The potential market opportunity for MariTide is significant, targeting hundreds of millions of individuals with obesity [37] Competitive Landscape - Amgen is leveraging human genetic insights to inform drug design, particularly for obesity treatments [17][18] - The company is confident in MariTide's differentiated approach compared to existing therapies, focusing on efficacy, tolerability, and patient adherence [36][37] Future Outlook - Amgen's pipeline includes multiple first-in-class or best-in-class medicines across all therapeutic areas, with key data readouts anticipated in 2024 [9][10] - The company is committed to enhancing patient experience through innovative delivery methods and dosing strategies [31][32] Additional Important Points - The company is actively engaging with the medical community, leading to rapid enrollment in ongoing studies [22] - Amgen's manufacturing capabilities are positioned to support the commercial formulation of MariTide [31][32] - The upcoming rare disease event aims to provide insights into Amgen's newest therapeutic area [51]

Uber Technologies, Inc. (NYSE:UBER) Virtual Investor Update Call February 14, 2024 8:00 AM ET Company Participants Dara Khosrowshahi - Chief Executive Officer Andrew Macdonald - Senior Vice President, Mobility and Business Operations Pierre-Dimitri Gore-Coty - Senior Vice President, Delivery Jill Hazelbaker - Senior Vice President, Marketing and Public Affairs Prashanth Mahendra-Rajah - Chief Financial Officer Alax Wang - Head of Investor Relations Dara Khosrowshahi Good morning, and on behalf of all of tea ...