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Intralot S.A. Integrated Lottery Systems and Services (ATSE:INLOT) 2025 Earnings Call Presentation
2025-09-08 13:00
C a p i t a l M a r k e t s D a y 8 S e p t e m b e r 2 0 2 5 Disclaimer The following disclaimer applies to this presentation and the information provided therein, including in relation to Intralot (together with its subsidiaries, the "Intralot Group" or "Intralot"), Bally's (together with its subsidiaries, the "Bally's Group" or "Bally's") and Bally's Holdings Limited (together with its subsidiaries, the "Target Group," or the "Bally's International Interactive Business" or "BII", and together with Intral ...
Huntington Bancshares (NasdaqGS:HBAN) FY Earnings Call Presentation
2025-09-08 13:00
(2) Huntington 2025 Barclays Global Financial Services Conference Welcome. September 8, 2025 The Huntington National Bank is Member FDIC. II ®, Huntington® and WHIHHuntington. are federally registered service marks of Huntington Bancshares Incorporated. ©2025 Huntington Bancshares Incorporated. Disclaimer CAUTION REGARDING FORWARD-LOOKING STATEMENTS The information contained or incorporated by reference in this presentation contains certain forward-looking statements, including, but not limited to, certain ...
Planet Labs PBC(PL) - 2026 Q2 - Earnings Call Presentation
2025-09-08 12:30
Financial Performance - Planet achieved record revenue of $73.4 million in Q2'26[16] - The company's Non-GAAP Gross Margin was 61% in Q2'26[16] - Adjusted EBITDA was $6.4 million in Q2'26[16] - Free Cash Flow year-to-date reached $54.3 million[16] - The company holds $271.5 million in Cash, Cash Equivalents, and Short-Term Investments[16] Business Growth - Backlog grew 245% year-over-year, reaching $736 million[39] - Revenue increased 20% year-over-year, reaching $73 million[40] - Over 90% of contracts are annual or multi-year[16] Strategic Initiatives - Planet successfully launched 2 high-resolution Pelican satellites[17, 20] - The company is focused on bringing next-generation high-resolution and hyperspectral data to market[58, 62] - Planet aims to drive strong and predictable revenue growth and expand gross margin with its one-to-many data subscription model[58]
Rapport Therapeutics (NasdaqGM:RAPP) Earnings Call Presentation
2025-09-08 12:00
RAP-219 Phase 2a Trial in Drug-resistant Focal Onset Seizures Topline Results Conference Call Presentation September 8, 2025 Disclaimer This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, each as amended. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," "would" and simil ...
Dianthus Therapeutics (NasdaqCM:DNTH) Earnings Call Presentation
2025-09-08 12:00
Claseprubart (DNTH103) Top-line Ph. 2 MaGic Results in Generalized Myasthenia Gravis September 8, 2025 Forward-looking statements Certain statements in this presentation ("Presentation"), other than purely historical information, may constitute "forward-looking statements" within the meaning of the federal securities laws, including for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995, concerning Dianthus Therapeutics, Inc. (the "Company"). Thes ...
Summit Therapeutics (NasdaqGM:SMMT) Earnings Call Presentation
2025-09-08 12:00
Summit Therapeutics WCLC Update Call September 8, 2025 8:00am ET Forward Looking Statement Any statements in this press release about the Company's future expectations, plans and prospects, including but not limited to, statements about the clinical and preclinical development of the Company's product candidates, entry into and actions related to the Company's partnership with Akeso Inc., the Company's anticipated spending and cash runway, the therapeutic potential of the Company's product candidates, the p ...
CESC (CESC) 2025 Earnings Call Presentation
2025-09-08 12:00
RPSG Group Overview - RPSG Group's turnover is ₹ 42,100 Cr (approximately US$ 5 Billion) [3] - The group's asset base is ₹ 67,700 Cr (US$ 8 Billion) [3] - The group's EBITDA is ₹ 7,900 Cr (approximately US$ 930 Million) [3] - Group revenue has grown at an 11% CAGR from FY15 to FY25, increasing 2.5x from ₹ 17,200 Cr to ₹ 42,100 Cr [7] - Group EBITDA has grown at a 13% CAGR from FY15 to FY25, increasing 3x from ₹ 2,700 Cr to ₹ 7,900 Cr [7] - Group Market Cap has grown at a 24% CAGR from FY15 to FY25, increasing 7x from ₹ 10,800 Cr to ₹ 75,000 Cr [7] CESC Growth and Strategy - CESC aims to achieve a 2x increase in profitability by FY29 [22] - CESC plans to have 3.2 GW of renewable energy capacity by FY29 and scale it up to 10 GW by FY32 [5, 23] - Distribution Capex across all licenses over the next 5 years is planned at Rs 6,000 Cr [23] - Planned Capex for 3.2 GW Renewables by FY29 (Phase I) is Rs 23,000+ Cr [23] Renewable Energy and Future Targets - Renewable energy is projected to account for 56% of electricity generation in India by 2032 [16] - India has set a target of 500 GW of non-fossil energy capacity [18]
Takeda Pharmaceutical Company (TAK) Earnings Call Presentation
2025-09-08 11:30
Oveporexton Clinical Trial Results - Oveporexton U S and global filings are on track to start in FY25, with a global peak revenue potential of $2-3B+[11] - Phase 3 results demonstrated oveporexton's potential to achieve outcomes that matter most to patients[99] - Oveporexton is designed to treat the root cause of NT1 and has the potential to be a transformative Orexin therapy[99] - Ph3 results demonstrated oveporexton's potential to achieve outcomes that matter most to patients[99] Efficacy and Safety - In The First Light study, 95% of participants who completed the study continued into the long-term extension study[121] - In The Radiant Light study, 99% of participants who completed the study drug continued into the long-term extension study[157] - Oveporexton significantly improved mean sleep latency at 12 weeks compared with placebo, with 69% of participants in The Radiant Light study achieving mean sleep latency ≥20 min[163] - Oveporexton significantly reduced WCR over 12 weeks versus placebo and increased the number of cataplexy-free days for both doses[132] - Across both studies, >70% of participants treated with oveporexton had mild symptoms at week 12 versus <25% with placebo[204] Market Opportunity - Takeda estimates Oveporexton's NT1 global peak revenue potential at $2-3B+[93]
Immunic (IMUX) FY Earnings Call Presentation
2025-09-08 11:00
Company Overview - Immunic Therapeutics is a clinical-stage biopharmaceutical company focused on developing oral therapies for chronic inflammatory and autoimmune diseases[5] - The company's lead drug candidate, Vidofludimus Calcium, has a peak sales potential of $3-7 billion in Multiple Sclerosis (MS)[5] - As of June 30, 2025, Immunic had a cash balance of $55.3 million[5] Clinical Pipeline - Vidofludimus Calcium's Phase 2 EMPhASIS trial in Relapsing-Remitting Multiple Sclerosis (RRMS) was successfully completed, showing a reduction in disability worsening[6] - The CALLIPER trial for Progressive Multiple Sclerosis (PMS) with Vidofludimus Calcium also showed substantial reductions in disability worsening[6] - Top-line data for the ENSURE trials (ENSURE-1 and ENSURE-2) in Relapsing Multiple Sclerosis (RMS) are expected by the end of 2026[6] Vidofludimus Calcium Efficacy - The EMPhASIS trial showed a 78% reduction in cumulative unique active (CUA) lesions and a 74% reduction in Gadolinium-enhancing (Gd+) lesions with the 45mg dose compared to placebo[44] - In the CALLIPER trial, Vidofludimus Calcium demonstrated a 24% risk reduction of 24-week confirmed disability worsening (24wCDW) in the overall study population[94] - A 34% reduction of 24wCDW was observed in patients without baseline inflammatory lesions in the CALLIPER trial[95] Market Opportunity - The Multiple Sclerosis (MS) market is large and growing, with many brands generating over $1 billion in global annual sales in 2024[100] - The MS therapies market is currently a $20 billion market growing at 4% year-over-year[101] - Vidofludimus Calcium has a potential peak sales of $1-2 billion for Relapsing MS (RMS), $1-2 billion for non-active Secondary Progressive MS (naSPMS), and $2-3 billion for Primary Progressive MS (PPMS)[108]
SoftOx Solutions (DB:6FV) Earnings Call Presentation
2025-09-08 08:00
Strategic Shift & Clinical Focus - SoftOx Solutions AS is refining its clinical focus towards chronic lung infections, particularly Cystic Fibrosis (CF), with SIS 003 as a Proof of Concept (PoC) [9, 15] - The Cystic Fibrosis (CF) pathway is a commercially valid and strategic first step, creating a foundation for long-term value creation in the inhaled pan-microbial pharmaceuticals space [17] - The company aims to transform antimicrobial therapy and combat antibiotic resistance with a novel mode of action that eradicates bacteria independent of metabolism [22] Market Opportunity & Commercial Potential - The Cystic Fibrosis (CF) addressable market is estimated to be greater than $600 million, with approximately 13,000 addressable patients in the US & EU4+UK, based on an annual treatment cost of $75,000/€20,000 [25, 53, 55] - The Non-Cystic Fibrosis Bronchiectasis (NCFB) addressable market is estimated to be greater than $5 billion, with approximately 445,000 addressable patients in the US & EU4+UK [31, 58] - Assuming a feasible market share of 15% in CF, the annual turnover potential is $90 million [55] Clinical Development & Investment - SoftOx plans to invest 7-8 million EUR to conclude Phase IIa and conduct partnership processes [45] - The company plans to submit a Clinical Trial Application (CTA) by the end of September 2025 for a Phase IIa PoC study in CF [45, 49] - The PoC study is designed to demonstrate a reduction in lung bacterial load in CF patients, with a primary endpoint of ≥ 2 log10 CFU/g reduction in bacterial load in expectorated sputum [41, 42, 51] Financial Flexibility - SoftOx has a financing facility with Long State Investment for a total commitment of NOK 50 million over 24 months, with the option to extend to NOK 80 million over 36 months [68]