Zscaler (ZS) 2025 Conference June 05, 2025 10:50 AM ET Speaker0 So I'm happy to host today for keynote Jay Chondri. Here we go. Tomer, you should learn from her also. So as I start with Speaker1 all our Speaker0 companies, I kind of discuss what investors are asking us about just to set the framework for the discussion. I'll do it very quick. SASE remains an extremely hot space with very fast growth for most companies. There are new entrants though and the question is two things. Number one, how do you resp ...

Nexstar Media Group (NXST) FY Conference June 05, 2025 10:45 AM ET Speaker0 Good morning, and welcome to Gabelli's seventeenth Annual Media and Sports Symposium. We're very excited to have everyone here today. So I'll be kicking off the morning with a brief introduction, and then we'll jump into our first session with EW Scripps at 08:30. This year, we have a strong lineup with 13 companies or organizations doing presentations, fireside chats or panels, with an additional six companies participating in one ...

Apogee Therapeutics Inc (APGE) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 We go. Good morning, everyone. I hope you're all doing well. My name is Akash Chewari. I am a pharma and biotech analyst here at Jefferies. And this is our New York City Healthcare Conference. I have the Apogee management team, which has been a pleasure. We had a great dinner last night. Mike, why don't I hand it off to you for some intro remarks, and then we'll get started. Speaker1 Yeah. I'm happy to, and thank you for the o ...

Summary of Alvotech (ALVO) Conference Call Company Overview - Alvotech is a leading pure play biosimilars company focused on providing access to low-cost biologic drugs globally, with a strong emphasis on high quality [3][4] - The company has established a significant presence in the biosimilars market over the past ten years, with a total addressable market for biologics estimated at $200 billion [4] Core Business Strategy - Alvotech employs a partnership approach, collaborating with strong local partners in various countries to enhance market reach [4][16] - The company has invested heavily in R&D and manufacturing capabilities, integrating both functions to streamline operations [14][15] - Alvotech has a multiproduct portfolio strategy, with a focus on biosimilars, which are projected to grow significantly as patents for biologics expire [7][10] Market Opportunity - Approximately 120 biologics are expected to lose patent protection in the next ten years, creating a substantial opportunity for biosimilar development [7] - The biosimilar market has been growing at around 20% over the last three years, particularly in immunology and oncology [11] Financial Performance and Projections - Alvotech reported revenues of approximately $275 million last year, with expectations to grow to between $600 million and $700 million this year [28] - EBITDA is projected to increase from $108 million to between $200 million and $280 million this year, indicating strong operating leverage [28] - By 2028, Alvotech aims to achieve revenues exceeding $1.5 billion, with an EBITDA margin of 40-45% [29][30] Product Pipeline and Launches - Alvotech has launched two biosimilars in the U.S. market: Humira (ABTO2) and Stelara (AVTO4) [19][20] - The company anticipates three new approvals and launches by the end of the year, with a total addressable market of around $5 billion [21] - Future launches include biosimilars for Entyvio, high-dose Eylea, and others, expected to contribute significantly to revenue targets [22][33] Strategic Partnerships - Alvotech has established 19 global partnerships, which provide steady cash flow and support R&D funding [16] - The company emphasizes deepening existing partnerships to leverage market opportunities effectively [42][43] Risk Management - Alvotech does not foresee significant impacts from U.S. tariffs due to favorable tariff rates and contract structures [25] - The company is confident in its ability to navigate patent discussions and maintain a competitive edge in the biosimilar market [37][41] Conclusion - Alvotech is positioned as a strong player in the biosimilars market with a robust growth strategy, significant market opportunities, and a comprehensive product pipeline [35]

Prime Medicine (PRME) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Raycroft and I'm one of the biotech analysts at Jefferies. It's with great pleasure that I'd like to welcome Alan Ryan, the CEO of Prime Medicine. Thanks so much for joining us today, Alan. Speaker1 Thank you for having us here, Maury. Speaker0 And we're going to do fireside chat format. So maybe for those who are new to the story, give us an introduction to Prime. Speaker1 Yeah. So it's a really exciting time for me to speak about Pri ...

Moderna (MRNA) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Everyone, thank you. Good morning, and thank you for joining us on our next discussion here at the Jefferies Healthcare Conference. I have the pleasure of having the President of Moderna, Stephen Hoag, up here with us. Obviously, timely. A lot's going on in the world, both from a regulatory administrative standpoint. We had Marty Makary here yesterday. Obviously, a lot going on with your commercial business, the pipeline, all of that. So I lo ...

Intercontinental Exchange (ICE) Conference June 05, 2025 10:30 AM ET Speaker0 My name is Patrick Moley. I cover the exchanges, online brokers and trading companies here at Piper Sandler. It's my pleasure to welcome our next guest, Lynn Martin of Intercontinental Exchange. Lynn has been President of NYSE since 2022. She also serves as Chair of Fixed Income and Data Services business. Lynn, thank you so much for joining us. Speaker1 Thanks for having me. Speaker0 So it's been a volatile first start to the yea ...

CareDx (CDNA) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Good morning. I'm John Hanna, the president and CEO at CareDx. Thank you all for joining us today. This is our safe harbor statement. We may make forward looking statements during the presentation. Please refer to the safe harbor on our website. At CareDx we've built an experienced leadership team in the molecular diagnostics market to drive profitable growth. We have six fifty employees globally, 180 driving our commercial growth in the marke ...

Stevanato Group (STVN) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Jeff there we go. Hi. Good morning. Dave Windley with Jefferies Healthcare Equity Research. Appreciate your attendance and and interest in our conference twenty twenty five. We are on kind of the homestretch here on Thursday. Our presenting company for this session is Stevanato Group. Here to present for them is the company's CEO, Franco Sveinato. So he has just a few slides and is going to give some prepared remarks to kick off and t ...

Disc Medicine (IRON) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Excellent. All right. Good morning, everyone. Welcome to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Song, one of the seniors covers MEKAP at Jefferies. It's my pleasure to have the next fireside chat with DISCMADISON and Theo Zhang. Welcome, Zhang. Speaker1 Yeah, great to be here. Speaker0 Awesome. All right. I think, you know, we had an interview with McCurry yesterday at our conference, and then pretty ...