Alkermes (ALKS) FY Conference June 09, 2025 10:00 AM ET Speaker0 Great. Good morning, everyone. Thanks so much for joining us. I'm really pleased to be joined by Richard Pops, chairman and CEO of Alkermes. Thanks so much, Rich, for joining us. Speaker1 Thanks for having us. Speaker0 Yeah. Maybe before we jump into your commercial business and your pipeline, I can start with a big picture question here. Alkermes has been undergoing this evolution over the last couple years. Maybe just level set for us. What ...

Rapport Therapeutics (RAPP) FY Conference Summary Company Overview - **Company**: Rapport Therapeutics (RAPP) - **Industry**: Biotechnology, specifically focusing on epilepsy and related neurological disorders Key Points and Arguments Clinical Development Progress - Rapport has made significant progress since going public a year ago, focusing on the clinical development of its lead program, RAP 219 [2][3] - Completed phase one studies, including multiple ascending dose studies and a human PET study, which have increased confidence in the pharmacology and specificity of RAP 219 [3][27] - Currently conducting a phase 2a proof of concept study in refractory focal epilepsy patients, utilizing an implantable neurostimulation device for diagnostics [3][6] Study Design and Rationale - The study design aims to produce compelling proof of concept results that are translatable to a phase three registration setting [5] - The study leverages an EEG biomarker correlated with clinical seizures, addressing the limitations of traditional clinical seizure diaries [6][9] - The trial includes an eight-week retrospective data collection period followed by a 28-day prospective period and an eight-week treatment phase [7][31] Data Expectations and Efficacy Measures - Data readout is expected in September, with a focus on achieving a 30% reduction in long episodes for 40% of participants, correlating to a 50% reduction in clinical seizures [19][22] - The study is designed to ensure a robust set of baseline characteristics, with a median clinical seizure count of 10, which positions the study favorably compared to other trials [48] Pipeline and Future Development - Rapport is also developing RAP 219 for bipolar disorder and neuropathic pain, with plans to initiate a bipolar study in Q3 [34][36] - The neuropathic pain program is currently on clinical hold due to requested protocol changes by the FDA [36][38] - A long-acting injectable formulation of RAP 219 is being explored, which could transform treatment for epilepsy patients [42][45] Financial Position - The company reported a cash position of $285 million, sufficient to fund activities through at least the end of 2026, covering the upcoming phase three trials and ongoing bipolar studies [51] Risks and Confidence - Confidence in the upcoming data readout is supported by a robust preclinical package and a high concordance rate between long episodes and electrographic seizures [47][49] - The company is optimistic about the translatability of the phase 2a results to phase three studies, with plans for an end-of-phase two meeting with the FDA following positive results [24][33] Additional Important Insights - The study design has received positive feedback from the epilepsy community, highlighting its objective analysis capabilities [9][17] - The long half-life of RAP 219 (8-14 days) is seen as beneficial for patient compliance, reducing the risk of breakthrough seizures [32] - The company aims to differentiate RAP 219 from existing treatments through its efficacy, dosing flexibility, and lack of sedation [23][27]

Summary of Guardant Health (GH) FY Conference Call - June 09, 2025 Company Overview - **Company**: Guardant Health (GH) - **Industry**: Life Sciences Tools and Diagnostics Key Highlights and Core Points 1. **Strong Business Performance**: The company reported significant growth in the first half of the year, particularly with the G360 therapy selection platform, driven by new features and the smart liquid biopsy platform [3][4] 2. **REVEAL Test Success**: The REVEAL test for colorectal cancer (CRC) surveillance is gaining traction, with increasing volumes and reimbursement developments [4][12] 3. **Breast Cancer Indication**: A second publication in breast cancer was recently released, with plans to submit for Medicare reimbursement [4][10] 4. **Shield Test Updates**: The Shield test has seen a price increase from $9.20 to $14.95, and it has received ADLT status, indicating strong market positioning [4][35] 5. **NCCN Guidelines Impact**: The updated NCCN guidelines recommending testing every three years for Shield are expected to positively impact adoption and coverage [7][8] 6. **Breakthrough Device Designation**: Shield received breakthrough device designation for multi-cancer detection, which may expedite market entry and reimbursement discussions [10][11] 7. **ASCO Conference Insights**: The company presented significant data at ASCO, including the largest MRD study to date, validating the REVEAL test as a decision support tool [12][13] 8. **Competitive Landscape**: Guardant Health maintains a competitive edge with its smart liquid biopsy platform, which offers faster results and higher sensitivity compared to competitors [19][20] 9. **Tissue Test Launch**: The launch of Guardant360 Tissue aims to penetrate the crowded tissue testing market, leveraging the company's established liquid biopsy reputation [24][26] 10. **MRD Test Expansion**: The REVEAL test is gaining traction among patients who are further out from surgery or have inaccessible tissue samples, indicating a strong market opportunity [29][30] 11. **First Mover Advantage**: The company emphasizes the importance of its first mover advantage in the screening market, particularly with the Shield test [33][34] 12. **ASP Growth**: The average selling prices (ASPs) for Guardant360 and REVEAL tests have increased significantly, contributing to revenue growth [39][40] 13. **Path to Profitability**: The company targets breakeven by 2028, with a focus on reducing cash burn and improving gross margins across its product portfolio [47][48] 14. **Long-term Gross Margin Goals**: Guardant Health aims for gross margins of at least 60% across all products, with specific targets for Guardant360 and REVEAL [50][51] Additional Important Insights - **Biopharma Business Success**: The biopharma segment has shown strong growth, with over 80 pharmaceutical companies utilizing Guardant's services [58][59] - **Sales Team Effectiveness**: The company has achieved high effectiveness and perceived utility in its oncology sales team, which is crucial for market penetration [28][62] - **Future Growth Potential**: The company believes that the combination of new product launches, data releases, and market dynamics will drive significant growth in the coming years [64][65]

Zimmer Biomet (ZBH) FY Conference June 09, 2025 09:20 AM ET Speaker0 Okay. Good morning, everyone. We'll go ahead and get started here. Very pleased to welcome Ivan Tornos, Chairman and CEO of Zimmer Biomet and Sukhi Upade, Executive Vice President and CFO. As with all of these sessions, if you have a question, feel free to raise your hand. I certainly have have plenty to keep us to keep us going here, but obviously, we wanna keep this as interactive as possible. So why don't we start with with a topic that ...

Spyre Therapeutics Inc (SYRE) FY Conference June 09, 2025 09:20 AM ET Speaker0 Thank you for joining us. I'm Paul Choi, and I cover biotechnology here at the firm. It's our pleasure to welcome Spire, and we have Cameron here on on stage with us. Maybe to to kick it off, Cameron, can just give us a brief overview of Spire and just sort of the key programs and technologies under pending pending the company? Yeah. Speaker1 Of course. And so and thanks for having us. It's a great event as always. So the backgro ...

Alnylam Pharmaceuticals (ALNY) FY Conference June 09, 2025 09:20 AM ET Speaker0 Great. Good morning, everyone. Thank you so much for joining us. I'm Salveen Richter, biotechnology analyst at Goldman Sachs. We're really pleased to be joined by the Alnylam team. With me, we have Yvonne Greenstreet, CEO, and John Kennedy, head of the TTR franchise. So Yvonne, before we even start, you know, you announced some news this morning, so maybe this is a perfect time point to maybe speak to the European approval that ...

GrowGeneration (GRWG) FY Conference June 09, 2025 09:00 AM ET Speaker0 Well, good morning, everyone. Thank you for joining us. This is our twenty fifth annual Oppenheimer consumer growth and ecommerce conference. I was very pleased to have you serve. I guess we're kicking the session we're kicking the conference off at this moment. So thanks everyone for joining us. My name is Brian Nagel. I serve as the senior equity research analyst at Oppenheimer covering consumer growth in ecommerce. So I'm very pleased ...

Qiagen (QGEN) FY Conference June 09, 2025 09:00 AM ET Speaker0 Hi, good morning, everyone. I'm Matt Sykes, Life Science Tools and Diagnostics Analyst at Goldman Sachs. I have the pleasure of being joined by Roland Saker, CFO and John Gallardi, Head of IR. Roland, John, thanks for being here. Speaker1 Thank you. Speaker2 Thank you. Speaker0 Maybe we could start out, just given the current environment we're in, which is continues to be challenging, maybe just talk through sort of the durability of your end ma ...

Absci (ABSI) FY Conference June 09, 2025 08:40 AM ET Speaker0 Good morning. I'm Sean McLean, the founder and CEO of Abzai. We're a generative AI drug creation company looking to use generative design, solve some of the toughest problems in biology that still exist, to ultimately get differentiated assets to patients faster. We've always been a data first company. Our original technology was scaling protein protein interactions, going from screening thousands of antibodies to millions. And we've leveraged th ...

Warner Bros. Discovery (WBD) Update / Briefing June 09, 2025 08:30 AM ET Speaker0 Ladies and gentlemen, welcome to the Warner Bros. Discovery Investor Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Additionally, please be advised that today's conference call is being recorded. I would now like to hand the conference over to Mr. Andrew Slabin, Executive Vice President, Global Investor Strategy. Sir, you may begin. ...