Financial Data and Key Metrics Changes - Curis reported a net loss of $9.6 million or $1.25 per share for Q4 2024, compared to a net loss of $117 million or $2.03 per share for the same period in 2023 [19] - For the full year 2024, the net loss was $43.4 million or $6.88 per share, compared to a net loss of $47.4 million or $8.96 per share in 2023 [19] - Research and development expenses were $9 million for Q4 2024, down from $10 million in Q4 2023, primarily due to lower clinical and research costs [19][20] - General and administrative expenses decreased to $3.4 million in Q4 2024 from $4.9 million in Q4 2023, attributed to lower legal and consulting costs [20][21] Business Line Data and Key Metrics Changes - In the NHL segment, the TakeAim Lymphoma study is evaluating emavusertib in combination with ibrutinib, with positive feedback from EMA and FDA regarding potential accelerated approval pathways [6][12] - The study has 30 clinical sites open for enrollment, aiming to complete enrollment in the next 12 to 18 months [8][12] - In the AML segment, emavusertib showed a 38% composite CR rate in a study involving patients with FLT3 mutations, indicating strong efficacy compared to existing treatments [14][15] Market Data and Key Metrics Changes - The company has received Orphan Drug Designation for emavusertib in primary CNS lymphoma in both the U.S. and Europe, enhancing its market position [12] - The discussions with regulatory agencies indicate a favorable environment for potential approvals, as there are currently no approved treatments for primary CNS lymphoma [43] Company Strategy and Development Direction - The company is focused on accelerating the development timeline for emavusertib, with plans to enroll additional patients to support filings for accelerated approval [8][12] - There is an ongoing strategy to explore partnerships with major players in the NHL and AML spaces, indicating a proactive approach to enhance its market presence [28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the clinical data and the clarity received from regulatory agencies, which supports the company's development plans [12][42] - The company anticipates maintaining a cash runway into Q4 2025, with a quarterly burn rate of approximately $10 million [26][22] Other Important Information - The company completed a registered direct offering and private placement with net proceeds of approximately $10.8 million, extending its financial runway [21] - The company is currently conducting a Phase 1 study of emavusertib in combination with venetoclax and azacitidine for frontline AML, with ongoing enrollment [16][52] Q&A Session Summary Question: Can you talk about cash runway and expenses going forward? - Management confirmed a quarterly burn rate of about $10 million, extending the cash runway to Q4 2025 due to recent offerings [26] Question: Any potential inbound interest from partners? - Management indicated ongoing discussions with potential partners, given the promising data in NHL and AML [28] Question: How many patients have been dosed with emavusertib? - A total of 13 patients have been dosed at 100 mg BID in the study [35] Question: What does the EMA expect in terms of response rates? - Management noted that both agencies are supportive and expect compelling data, with a response rate above 25% being favorable [43] Question: How should we think about TakeAim Leukemia? - Management emphasized caution regarding data expectations in leukemia but highlighted ongoing studies and interest in monotherapy extensions [50][55]

Financial Data and Key Metrics Changes - The company's net revenue for 2024 increased approximately 20% to about $11.7 million compared to $9.8 million in 2023 [6][40] - Total net revenue for Q4 2024 was approximately $3.5 million, representing a 53% increase from Q4 2023's $2.3 million and a 13% increase from Q3 2024's $3.1 million [6][40] - Loss from operations decreased from $34.3 million in 2023 to $30.8 million in 2024 [41] - Net loss attributable to common shareholders decreased from $41.3 million in 2023 to $38.5 million in 2024 [42] Business Line Data and Key Metrics Changes - Mytesi prescription volume increased approximately 3.9% in 2024 compared to 2023 [41] - Mytesi prescription volume increased by about 9.4% in Q4 2024 over Q4 2023 [41] Market Data and Key Metrics Changes - The company is focusing on rare diseases and supportive care for cancer patients, particularly targeting intestinal failure and cancer therapy-related diarrhea [10][32] Company Strategy and Development Direction - The company is pursuing multiple near-term catalysts expected in Q2 2025, which are viewed as significant and value-enhancing [7][43] - The focus is on developing crofelemer for rare diseases and expanding Mytesi's indications to include cancer therapy-related diarrhea [26][36] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of upcoming catalysts and the potential for significant collaborations and licensing deals [13][43] - The company is optimistic about the potential for crofelemer to receive fast-track designations from regulatory agencies due to the lack of approved treatments for certain conditions [25][27] Other Important Information - The company is conducting ongoing proof-of-concept trials for crofelemer in rare diseases, with initial results expected in Q2 2025 [21][22] - The company has developed a novel formulation of crofelemer specifically for patients with intestinal failure, which differs from the commercialized version [30][29] Q&A Session Summary - No specific questions or answers were provided in the content regarding the Q&A session [46]

Fourth Quarter and Full Year 2024 Earnings Presentation March 31, 2025 Disclaimers and Forward-Looking Statements The information contained in this presentation should be viewed in conjunction with the earnings conference call of Chicago Atlantic BDC, Inc. (the "Company") (Nasdaq: LIEN) held on March 31, 2025, and the Company's Annual Report on Form 10-K for the year ended December 31, 2024. The information contained herein may not be used, reproduced or distributed to others, in whole or in part, for any o ...

Loar Holdings Inc. (LOAR) Q4 2024 Earnings Conference Call March 31, 2025 08:30 AM ET Company Participants Operator - Conference Call OperatorIan McKillop - Director of Investor RelationsDirksen Charles - Chief Executive Officer and Executive Co-ChairmanBrett Milgram - Executive Co-ChairmanGlenn D'Alessandro - Treasurer and Chief Financial OfficerUnknown Speaker - Unknown Conference Call Participants Sheila Kayalu - Analyst (via Jeff Reiss)Christine Lewak - Analyst at Morgan StanleyJason Gurski - Analyst at ...

Lazydays Holdings, Inc. (LAZY) Q4 2024 Earnings Conference Call March 31, 2025 08:30 AM ET Company Participants Operator - Conference Call OperatorJeff Needles - Chief Financial OfficerRon Fleming - CEOAmber Dillard - Chief Operating Officer Operator Greetings and welcome to the Lazy Day RV Holdings 2024 Earnings Release Conference Call. At this time, all participants are on a listen-only mode. If anyone requires operator assistance during the conference, please press star zero on your telephone keypad. As ...

Brainstorm Cell Therapeutics Inc. (BCLI) Q4 2024 Earnings Conference Call March 31, 2025 08:30 AM ET Company Participants Operator - Conference OperatorMichael Wood - Conference Call HostChaim Liebowitz - President and CEOAla Patelist - Interim Chief Financial OfficerUnidentified - Unspecified Company RepresentativeDr. Haro Hartonian - EVP and Chief Operating OfficerDr. Bob Dagger - EVP and Chief Medical Officer Conference Call Participants Jason McCarthy - Analyst, Maxim GroupDavid Bouts - Analyst, Zacks S ...

Edible Garden AG Incorporated (EDBL) Q4 2024 Earnings Conference Call March 31, 2025 08:00 AM ET Company Participants Conference Operator - Call ModeratorTed Avas - Investor RelationsJim Kras - Chief Executive OfficerKostas Tafoulis - Interim Chief Financial OfficerAnthony Vendetti - Maxim GroupNick Pincus - Forest CapitalBrian Kennedy - Capital Market Conference Operator Greetings and welcome to the Edible Garden AG Incorporated 2024 fourth quarter business update conference call. At this time, all partici ...

Financial Data and Key Metrics Changes - In 2024, the company mined 170.6% Bitcoin, generating approximately $11 million in revenue and $3.9 million in core EBITDA, indicating strong growth compared to previous periods [11][10] - For Q4 2024, total revenue was approximately $2 million, down from $4.1 million in Q4 2023, primarily due to the April 2024 Bitcoin halving event [20][21] - The net income attributable to LM shareholders for Q4 2024 was $2 million, a significant improvement from a net loss of $1.6 million a year ago [22] - Core EBITDA for Q4 2024 increased to $3.3 million, nearly 10 times what was generated a year ago [23] Business Line Data and Key Metrics Changes - The company transitioned to a vertically integrated model, managing its own mining infrastructure, which has improved margins and reduced energy costs [7][9] - The acquisition of a 15 megawatt mining facility in Oklahoma marked a significant operational achievement [16] Market Data and Key Metrics Changes - The average Bitcoin price during Q4 2024 was approximately $83,000, while the average for the full year was about $61,000 [20] - As of February 25, 2025, the company expanded its total energized hash rate to 560 petahash per second and held 165.8% Bitcoin on its balance sheet [11] Company Strategy and Development Direction - The company plans to invest in next-generation mining hardware, energy efficiency initiatives, and strategic site acquisitions to support growth [14][26] - The focus remains on acquiring smaller power assets in the 5 to 20 megawatt range, which are often overlooked by larger operators [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating industry volatility and emphasized the importance of vertical integration and disciplined cost management for future success [25][13] - The company believes its current market cap presents a compelling value relative to its Bitcoin holdings, which are valued significantly higher than the market cap [12] Other Important Information - The company retained a portion of its mined Bitcoin to capture potential upside for shareholders and deepen alignment with the broader Bitcoin industry [10] - The combined cash and Bitcoin holdings increased by 200% in fiscal year 2024, with cash growing 40% to $3.4 million and Bitcoin holdings surging over 300% to $14 million [23] Q&A Session Summary Question: Current operating stats and new machines - The 256 new machines have not yet arrived and will be added once installed [31] Question: Open sockets and deployment of new machines - There is space to add about two more megawatts, and the new machines will replace less efficient ones [33][35] Question: Timeline for new containers - Groundwork for the new containers is expected to take about three weeks, with installation within 90 days [38] Question: Opportunities in Texas - The company has looked at several sites in Texas but currently has no outstanding letters of intent [40] Question: Deployment of Luxor OS2 - Luxor OS2 has been deployed on all machines at the Calumet mining site but not on those at core [42] Question: Details on the secured loan - The $5 million secured loan is primarily for the new mining site in Oklahoma, structured to avoid liquidating Bitcoin [45]

This presentation includes certain non-GAAP financial measures, such as Core EBITDA. These non-GAAP measures are presented for supplemental information and should not be considered a substitute for financial information presented in accordance with GAAP. A reconciliation of these non-GAAP measures to the most directly comparable GAAP measures is set forth in the Appendix to this presentation Overview An emerging leader in Bitcoin mining Q4 2024 Supplemental Investor Presentation Nasdaq: LMFA Forward-Looking ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Chinese economy** and the **People's Bank of China (PBoC)** monetary policy adjustments. Core Insights and Arguments 1. **Monetary Policy Shift**: The PBoC has adjusted the MLF operation mode with a **RMB450 billion** injection, indicating a potential shift from a hawkish to an accommodative monetary stance. This is seen as a minor de facto rate cut [1][2][3]. 2. **Future Rate Expectations**: Anticipation of a **50 basis points (bps)** cut in the Reserve Requirement Ratio (RRR) in **Q2 2025** and a **20 bps** rate cut in **Q3 2025** is expressed, reflecting concerns over external economic pressures [1][3][4]. 3. **Impact of External Factors**: The call highlights potential growth headwinds due to increased US tariffs on China, which could necessitate further monetary support to maintain the growth target of "around 5%" [3][4]. 4. **MLF as a Policy Rate**: The MLF, previously a key policy rate, is now considered less significant, having converged with outright repo operations. The outstanding MLF amount of **RMB4 trillion** may be gradually retired [4][5]. 5. **Fiscal Policy Update**: The Ministry of Finance (MoF) has shown urgency in fiscal measures, with government bond issuance reaching **RMB2.8 trillion** in the first two months of the year, marking the most expansionary fiscal stance historically for this period [5][12]. 6. **Weak Revenue Growth**: Despite the expansionary fiscal measures, tax revenue has decreased by **3.9% YoY**, and budgetary revenue has fallen by **1.6% YoY**, indicating potential challenges in sustaining fiscal support [5][12]. Additional Important Content 1. **Liquidity Impact**: The net liquidity impact from the PBoC's recent actions is largely neutral, with a net injection of **RMB63 billion** against **RMB387 billion** maturing and a withdrawal of **RMB346 billion** on the same day [2][3]. 2. **Infrastructure Spending**: Budgetary expenditure related to infrastructure has decreased by **6.2% YoY**, suggesting that fiscal support for infrastructure may be limited at this stage [5][12]. 3. **Historical Context**: The fiscal deficit reached **RMB622 billion** in the first two months, equating to **-0.4% of GDP**, which is noted as the highest level for this period historically [5][12][13]. This summary encapsulates the key points discussed in the conference call regarding the Chinese economy and monetary policy, highlighting both the current state and future expectations.