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PolyPid (PYPD) Update / Briefing Transcript
2025-06-09 13:30
PolyPid (PYPD) Update / Briefing June 09, 2025 08:30 AM ET Speaker0 Greetings and welcome to Polyvich Shield II Top Line Results Conference Call. At this time, participants are in a listen only mode. As a reminder, this call is being recorded. And I would now like to introduce your host for today's conference, Brian Ritchie from LifeSci Advisors. Mr. Ritchie, you may begin. Speaker1 Thank you all for participating in Polypede's conference call discussing the top line results of the SHIELD II Phase III trial ...
Aon (AON) 2025 Capital Markets Day Transcript
2025-06-09 13:30
Aon (AON) 2025 Capital Markets Day Summary Company Overview - **Company**: Aon - **Event**: 2025 Capital Markets Day - **Date**: June 09, 2025 Key Industry Insights - The insurance and risk management industry is valued at approximately **$4.6 trillion** in premiums and **$56.5 trillion** in assets, indicating significant growth potential [16][17] - Global insured losses from natural catastrophes amount to **$145 billion**, highlighting the industry's resilience and demand [18] - Health costs in the U.S. represent **20%** of GDP, emphasizing the importance of health management services [18] - The retirement sector shows that **80%** of individuals are concerned about their retirement preparedness [19] - Over a **20-year period**, the broker index has consistently outperformed the S&P 500, demonstrating the industry's resilience across various economic conditions [20][21] Core Company Strategies - **Aon United Strategy**: Aon aims to address complex client needs and drive sustainable growth through a unified platform [4][10] - **3x3 Plan**: Aon is operationalizing its strategy with a focus on client-centric services, aiming for mid-single-digit organic growth, annual margin improvement, and double-digit free cash flow [9][15][29] - **Investment in Talent**: Aon has made significant talent hires and sector investments to enhance its capabilities [12][29] Financial Performance - Over the past **10 years**, Aon has achieved: - **5%** organic revenue growth - **1,300 basis points** adjusted margin expansion - **11%** adjusted EPS growth - **12%** free cash flow per share growth - **15%** total return to shareholders [28][29] Client Demand and Megatrends - Aon identified four megatrends affecting clients globally: trade, technology, weather, and workforce [35] - Clients are increasingly concerned about supply chain volatility, technological changes, climate impacts, and workforce management [37][40] - The interconnectivity of these megatrends creates operational challenges for clients, necessitating integrated solutions [45][49] Aon United and Innovation - Aon United serves as a differentiator, allowing for integrated solutions backed by advanced data and analytics [95][102] - The **Better Decisions Lab** showcases innovative capabilities and tools that enhance client service [5][78] - Aon Business Services (ABS) is a critical component, providing operational excellence and efficiency [99][105] Employee Engagement and Culture - Aon reports an **86%** employee engagement rate, indicating a strong organizational culture and alignment with the company's mission [109] Future Outlook - Aon is committed to leveraging its strong foundation and the 3x3 plan to accelerate growth and enhance client service [110] - The company aims to capture new demand in emerging areas such as cyber risk management, with a market potential of **$15 billion** [80] Conclusion - Aon is positioned to capitalize on a growing and resilient industry, with a strong focus on client needs, innovative solutions, and a commitment to long-term shareholder value creation [10][82]
TransMedics Group (TMDX) FY Conference Transcript
2025-06-09 13:02
TransMedics Group (TMDX) FY Conference June 09, 2025 08:00 AM ET Speaker0 morning, and welcome to the twenty twenty five Goldman Sachs Global Healthcare Conference. My name is Phil Cooper. I'm part of David Roman's U. S. Med tech and health care IT team. We're pleased to be joined by TransMedics this morning. We have the founder, president, and CEO, Waleed Hassanein, and CFO, Gerardo Hernandez. Before we begin, I have some disclosures that I'm gonna try and read really quickly. We are required to make certa ...
Universal Health Services (UHS) FY Conference Transcript
2025-06-09 13:00
Universal Health Services (UHS) FY Conference June 09, 2025 08:00 AM ET Speaker0 Alright. Good morning, everyone. I'm Jamie first this is the first session of the day. So I we're required to make disclosures in public compensation either 1% or more ownership. We're prepared to repeat the loud disclosures for press however these are available to our in our most recent reports, we Speaker1 would find a on our firm portal. Alright. So with that out of the way, we're we're kicking off today with UHS, and we hav ...
Entrada Therapeutics (TRDA) FY Conference Transcript
2025-06-09 13:00
Entrada Therapeutics (TRDA) FY Conference June 09, 2025 08:00 AM ET Speaker0 Conference. My name is Paul Choi, and I cover the biotechnology sector here at the firm. And it's my pleasure to welcome Entrada for our first session to kick off the conference. Before we begin, I'm required to make certain disclosures regarding Goldman Sachs' relationships with certain companies that may be attending or presenting here at the conference. Those relationships include investment banking, 1% or more ownership of the ...
Avidity Biosciences (RNA) Update / Briefing Transcript
2025-06-09 13:00
Avidity Biosciences (RNA) Update / Briefing June 09, 2025 08:00 AM ET Speaker0 Good morning, and thank you so much for joining us today. I'm Annette Lang, Chief Business Officer at Avidity Biosciences. Today, we are excited to share several updates relating to our VELBAX program for people living with FSHD. Before we get started, I would like to share that this presentation contains forward looking statements as defined under applicable law. Forward looking statements involve risks and uncertainties, both k ...
Ascendis Pharma (ASND) Update / Briefing Transcript
2025-06-09 13:00
Ascendis Pharma (ASND) Update / Briefing June 09, 2025 08:00 AM ET Speaker0 Good day and thank you for standing by. Welcome to the Ascendis Pharma Coach Trial Interim Top Line Week twenty six Data. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised today's conference is being recorded. I would now like to hand the conference over to your speaker today, Scott Smith, Executive Vice President and Chief Finan ...
Rhythm Pharmaceuticals (RYTM) FY Conference Transcript
2025-06-09 13:00
Rhythm Pharmaceuticals (RYTM) FY Conference June 09, 2025 08:00 AM ET Speaker0 morning, everyone, and welcome to the Goldman Sachs Healthcare Conference. We're thrilled to have David Meeker, the CEO of them, here today joining us. Before we get started, we are required to make certain disclosures and public experiences about Goldman Sachs relationships with companies that we discuss. The disclosures relate to investment banking relationships, compensation received, or 1% or more ownership. We are prepared t ...
Pfizer (PFE) FY Conference Transcript
2025-06-09 13:00
Pfizer (PFE) FY Conference June 09, 2025 08:00 AM ET Speaker0 Great. Good morning, everyone, and welcome to our forty sixth Annual Global Healthcare Conference. My name is Assad Heather. I'm The U. S. Pharma Analyst here at Goldman Sachs. And we are very privileged to have Albert Bula with us to kick up this conference. Albert's the CEO of Pfizer. Albert, thank you for being with us. Speaker1 Great pleasure. Speaker0 Albert, we have about thirty five minutes, so I wanna start with a big picture question for ...
The Economist-7.06.2025
2025-06-09 05:29
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