UiPath (NYSE:PATH) FY Conference January 13, 2026 11:00 AM ET Company ParticipantsAshim Gupta - CFO and COOConference Call ParticipantsScott Berg - Senior AnalystScott BergYes, we are goin g to get started. So wonderful. Hey, Alex, before you come up, can you grab the door for me? Thanks. I'd like a coffee with two sugars too. Totally kidding. Totally kidding. I don't drink coffee, so. Awesome. Thanks, everyone, for joining us today. My name is Scott Berg. I lead the enterprise software and SaaS research ef ...

MKS Instruments (NasdaqGS:MKSI) FY Conference January 13, 2026 11:00 AM ET Company ParticipantsMichelle M. McCarthy - Chief Accounting OfficerJohn T.C. Lee - CEOConference Call ParticipantsNone - Analyst 2None - Analyst 1James Ricchiuti - Senior AnalystJames RicchiutiGood morning. Welcome to the 28th Annual Needham Growth Conference. The next presentation will be a fireside with MKS. We're pleased to have with us this morning CEO John Lee, Michelle McCarthy, Chief Accounting Officer. Also in the audience is ...

PAR (NYSE:PAR) FY Conference January 13, 2026 11:00 AM ET Company ParticipantsSavneet Singh - CEOConference Call ParticipantsNone - AnalystMayank Tandon - AnalystMayank TandonHello, everyone. My name is Mayank Tandon. I cover fintech at Needham. I'd like to welcome PAR to our conference, Savneet Singh, the CEO, and Chris Byrnes, Head of Investor Relations. Savneet, thank you for joining us.Savneet SinghThank you for having us.Mayank TandonThis is a regular routine for you, so glad to have you. Well, I figur ...

Summary of BeOne Medicines FY Conference Call Company Overview - **Company**: BeOne Medicines (NasdaqGS:BGNE) - **Industry**: Biotechnology, specifically focused on oncology and cancer treatment Key Points and Arguments Financial Performance - BeOne achieved significant product revenue growth, GAAP profitability, and meaningful cash flow generation in 2025, fulfilling commitments made at the previous conference [4][32] - Generated over $350 million in free cash flow in Q3 2025 and has a solid balance sheet with over $4 billion in cash [32] Product Development and Pipeline - **BRUKINSA**: Became the number one BTK inhibitor in the U.S. and globally, setting a new standard for efficacy and safety in Chronic Lymphocytic Leukemia (CLL) treatment with six-year progression-free survival (PFS) and overall survival (OS) rates of 74% and 84%, respectively [4][9] - **Sonro**: Received breakthrough designation and priority review in the U.S. for relapsed Mantle Cell Lymphoma (MCL) and had four regulatory approval submissions in 2025 [4] - **Tisli-Zanny**: Positive results in first-line HER2-positive gastric cancer, showing clinically meaningful improvement over standard care [5] - **Pipeline Expansion**: Five new molecules entered clinical trials, and six assets achieved proof of concept across four modalities [5] Market Insights - The CLL market is currently valued at $12 billion and is expected to grow due to therapeutic innovations [5][36] - Continuous BTK therapy is currently dominated by three major players, with BeOne positioned as the number one player [37] Safety and Efficacy Comparisons - BRUKINSA demonstrated superior efficacy and a more favorable safety profile compared to Ibrutinib and Acala, addressing issues such as cardiac toxicity [9][16] - Fixed-duration therapies currently available have shown underwhelming efficacy and safety concerns, which may limit their adoption [17][19] Future Outlook - BeOne plans to continue its focus on innovation, with expectations for a milestone-rich 2026, including phase three data from the Brukinza-Mangrove trial and initial global launches for Sonro [26][32] - The company aims to redefine treatment paradigms in CLL with a combination of BRUKINSA and a more selective BCL-2 inhibitor, Sonrotoclax, which is expected to deliver on the promise of fixed-duration therapy [21][22] R&D Capabilities - BeOne has a large R&D team of approximately 4,800 people, making it one of the largest oncology-focused teams globally [26] - The company has a unique integrated in-house model for drug development, which enhances speed and efficiency compared to traditional CRO-based models [30] Additional Important Insights - The company emphasizes the importance of patient stories, such as that of Lynn, a CLL patient thriving on BRUKINSA, highlighting the human impact of their innovations [10][11] - BeOne's commitment to addressing unmet medical needs in both frontline and relapse settings is evident in their development of a first-in-class BTK CDAC for relapsed CLL [23][24] This summary encapsulates the critical aspects of BeOne Medicines' FY conference call, focusing on financial performance, product development, market insights, safety comparisons, future outlook, and R&D capabilities.

EyePoint Pharmaceuticals (NasdaqGM:EYPT) FY Conference January 13, 2026 10:30 AM ET Company ParticipantsGeorge Elston - EVP and CFOJay Duker - President and CEORamiro Ribeiro - Chief Medical OfficerConference Call ParticipantsTessa Romero - Biotechnology Equity AnalystTessa RomeroWelcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Tess Romero, and I'm one of the Senior Biotech Analysts here at JPMorgan. Our next presenting company is EyePoint. And presenting on behalf of the com ...

Illumina (NasdaqGS:ILMN) FY Conference January 13, 2026 10:30 AM ET Company ParticipantsJacob Thaysen - CEOAnkur Dhingra - CFOConference Call ParticipantsCasey Woodring - VP and AnalystCasey WoodringAll right, great. Welcome to the J.P. Morgan Healthcare Conference. My name is Casey Woodring from the Life Science Tools and Diagnostics team. Pleased to be joined by Illumina CEO Jacob Thaysen. We'll go through the corporate presentation, then we'll do some Q&A afterwards. Jacob, the floor is yours.Jacob Thays ...

Haemonetics (NYSE:HAE) FY Conference Summary Company Overview - Haemonetics is a global leader in plasma apheresis with a $1 billion addressable market growing at mid-single digits, providing durable EBITDA and attractive returns on invested capital [2][3] - The company is diversifying into MedSurg markets to reduce volatility and systemic risk associated with its core plasma business [3] Financial Performance - The company has achieved an 8% total revenue compound annual growth rate and a 13% organic revenue growth rate, excluding a major customer transition [5] - Operating income margin improved by 770 basis points, reaching 26.3% in the first half of the fiscal year [6][28] - Adjusted EPS is expected to compound at approximately 17% [6] - Free cash flow has more than doubled, reflecting the strength and optionality of the business [21] Strategic Initiatives - The company has focused on building high-quality, sustainable growth engines, emphasizing revenue, margin, and cash flow expansion [4] - A significant shift in revenue sources has occurred, with high-growth, high-margin businesses now representing 85% of total revenue, up from 30% in FY22 [6] - Haemonetics has exited or de-emphasized non-core assets to focus on scalable, therapeutically agnostic technologies [7] Core Product Platforms 1. **Plasma Apheresis** - The foundational earnings engine with over 50% market share in a $1 billion global market [8] - Strong end-market demand supported by a $30 billion global biopharmaceutical industry [8] - The company has a competitive advantage through superior technology and a bi-directionally integrated plasma collection platform [9][10] 2. **TEG (Viscoelastic Testing)** - The second-largest growth driver with a $400 million addressable market, growing in mid-single digits [11][12] - TEG has a 45% market share and is positioned to capture additional market opportunities through new product launches [12] 3. **Vascular Closure Technologies** - Represents a $2.5 billion total market opportunity, with a focus on electrophysiology [15] - The recent acquisition of Vivasure is expected to enhance the company's position in large bore closure markets, estimated at $300 million [18][30] Market Dynamics - The plasma business is experiencing a "trifecta" of growth through share gains, pricing premiums, and normalization of collections [40] - The company is well-positioned for continued growth, with no single customer representing more than 10% of total revenue [39] Capital Allocation Strategy - The company has deployed $1.3 billion in capital over four years, focusing on organic growth, M&A, and shareholder returns [22] - Priorities include organic investments, M&A (paused for now), and share buybacks, with $225 million returned to shareholders in the past year [44][45] Future Outlook - The company anticipates continued margin expansion and operational improvements, with a focus on leveraging its core platforms for growth [26][27] - The upcoming fiscal year (FY27) is expected to see normalized growth in plasma and further advancements in the MedSurg business [24][25] Conclusion - Haemonetics is positioned for sustainable growth through strategic diversification, strong financial performance, and a focus on core product platforms, with a clear roadmap for future value creation [20][23]

GSK (NYSE:GSK) FY Conference January 13, 2026 10:30 AM ET Company ParticipantsTony Wood - Head of R&DConference Call ParticipantsZain Ebrahim - European Pharma and Life Sciences AnalystZain EbrahimGood morning, everyone. Welcome to day two of the 2026 J.P. Morgan Healthcare Conference, where it's my pleasure to host the GSK fireside session with Tony Wood, the head of R&D. I'm Zain Ebrahim, European Pharma Analyst, and we'll move straight into questions, Tony, if that's OK.Tony WoodYeah, you bet. Let me jus ...

Progyny (NasdaqGS:PGNY) FY Conference January 13, 2026 10:30 AM ET Company ParticipantsPete Anevski - CEOKatie Higgins - Chief Commercial OfficerMelissa Cummings - COOMark Livingston - CFOConference Call ParticipantsBen Rossi - Healthcare Facilities AnalystBen RossiAll right, good morning. First and foremost, thank you for all of you joining us here in person, or for those joining us via the webcast. My name is Ben Rossi, and I'm the Healthcare Facilities Analyst here at J.P. Morgan. We're excited to welcom ...

Ichor (NasdaqGS:ICHR) FY Conference January 13, 2026 10:15 AM ET Company ParticipantsGreg Swyt - CFOClaire McAdams - Capital Markets and M&A StrategistPhil Barros - CEOConference Call ParticipantsNone - Analyst 2None - Analyst 1Charles Shi - Semicap AnalystCharles ShiGood morning. Welcome to the 28th Annual Needham Growth Conference. My name is Charles Shi. I'm the Semicap Analyst at Needham. Joining me here is Ichor, thrilled to have Phil Barros, the new CEO of Ichor. Welcome to joining the Needham Growth ...