Cloudflare (NYSE:NET) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsThomas Seifert - Chief Financial OfficerGabriela Borges - MD - Software ResearchGabriela BorgesMaybe we could ask you to close that door there, if you don't mind. All right. We are going to go ahead and kick off the Cloudflare session at Day 2, Goldman Sachs MUNICO PM Technology Conference. Thanks, everyone, for joining us. Thank you to Thomas Seifert. It's very good to have you back.Thomas SeifertPleasure being here.Ga ...

Corporate Overview for Investors September 2025 Forward-Looking Statements This presentation contains forward-looking statements, including, but not limited to, statements regarding Synopsys, Inc.'s (Synopsys, we or our) short-term and long-term financial targets, expectations and objectives; our businesses, business segments, strategies, initiatives and opportunities, including, among other things, our plan to reallocate resources in our Design IP segment to higher growth opportunities; harness AI efficien ...

Flex (NasdaqGS:FLEX) 2025 Conference September 09, 2025 04:00 PM ET Company ParticipantsMichael Hartung - CCOMichelle Simmons - Head of IRConference Call ParticipantsMark Delaney - AnalystMichelle SimmonsI think so.Mark DelaneyOkay, great. Thank you, everybody, for joining us. My name is Mark Delaney, and I have the pleasure of covering Flex for Goldman Sachs. I'm very pleased to have with me today Michael Hartung, the Chief Commercial Officer of Flex, as well as Michelle Simmons, who heads up the IR functi ...

Earnings Supplement Q2 FY2026 September 9, 2025 1 Cautionary Notes Regarding Forward Looking Statements This document includes statements that are, or may be deemed to be, "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. For all such statements, we claim the protection of the safe harbor for forward-looking statements provided by such sections and the Private Securities Litigation Ref ...

Investor Presentation Second Quarter Fiscal 2026 Copyright © Rubrik 2025 1 Copyright © Rubrik 2025 1 9-46-84 0-199-199 25-188-244 0-180-110 130-66-232 6-104-221 30-19-74 0-132-81 103-61-183 5-86-185 TEXT SECONDARY 0-149-149 4-129-186 0-100-100 18-58-123 102-221-221 117-216-248 153-233-233 117-216-248 PRIMARY 0-85-53 69-41-122 17-41-95 78-202-139 184-151-248 65-148-250 169-238-209 208-185-251 160-202-253 Important Notice and Disclaimers Forward-Looking Statements This press release and the related conference ...

Summary of Conference Call Company Overview - The conference call involved Cencora, a company in the pharmaceutical services and related outsourcing industry, with a focus on distribution and logistics [1][3]. Key Points and Arguments 1. **Strong Performance and Growth Guidance** - Cencora reported an operating income growth guidance of 15-16% for the fiscal year, with the U.S. segment expected to grow by 20-21% [6][7]. - The company exceeded expectations due to strong utilization trends and growth in specialty product sales [7]. 2. **Acquisition Impact** - The RCA acquisition contributed positively to the growth, providing a tailwind for the first quarter [7][10]. - The acquisition was described as highly accretive and aligned with Cencora's existing business model [10][12]. 3. **Long-term Growth Strategy** - Cencora maintains a long-term guidance of 5-8% organic operating income growth, with an additional 3-4% from capital deployment, and earnings per share growth of 8-12% [8]. - The company is focused on growth-oriented investments, particularly in MSOs (Managed Service Organizations) and infrastructure [30]. 4. **Challenges in International Segment** - The International Healthcare Solutions segment, which accounts for 15% of operating income, has underperformed due to a subdued clinical trials market affecting World Courier and PharmaLex [33][34]. - There are signs of improvement in the clinical trials market, and the company is planning for stabilization in this segment [34]. 5. **Regulatory Compliance and Supply Chain Security** - Cencora has been preparing for the Drug Supply Chain Security Act (DSCSA) and views it as an opportunity to enhance their value proposition in the pharmaceutical supply chain [15][16]. - The company believes that the DSCSA will create additional opportunities due to the data captured during compliance [17]. 6. **Market Position in Ophthalmology** - Cencora has a strong position in the ophthalmology market, particularly in the retina space, and is leveraging its MSO strategy to enhance service offerings [11][44]. - The company is focused on providing higher value services and has seen strong performance in clinical trial sites related to retina practices [12]. 7. **Independent Pharmacy Support** - Cencora supports independent pharmacies through value-added services, which have helped them maintain market share despite challenges faced by larger chains [48][53]. - The company has been recognized for its customer satisfaction and continues to grow its independent pharmacy network [49]. 8. **Capital Deployment Strategy** - Cencora is expected to generate between $15 billion and $20 billion in free cash flow by the end of the decade, with plans for strategic acquisitions, capital expenditures, and opportunistic share repurchases [66]. - The company has been growing its dividend at 8% in the most recent year, indicating a commitment to returning value to shareholders [66]. Additional Important Insights - The company is focused on digital transformation, productivity, and talent development as part of its strategic drivers [30]. - Cencora's leadership emphasizes the importance of maintaining a pharmaceutical-centric approach across all business segments [44]. - The management team expressed confidence in their long-term growth strategy despite current market challenges [8][34].

Oculis Holding (NasdaqGM:OCS) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsRiad Sherif - CEO[Senior Analyst]I'm one of the senior analysts covering biotech at Baird, and I'm pleased to have with us the team from Oculis, including Riad Sherif, CEO.Riad SherifThank you. Thank you for inviting us.[Senior Analyst]Maybe if you could kick us off, Riad, with just a brief company overview of Oculis for those that are less familiar.Riad SherifYes. Oculis is a biopharma company focusing on ophth ...

LivaNova (NasdaqGS:LIVN) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsVladimir Makatsaria - CEO & DirectorBriana Gotlin - VP-IRAlex Shvartsburg - CFOConference Call ParticipantsDavid Rescott - Senior Research AnalystDavid RescottThanks everyone for joining us. My name is Dave Rescott, senior med tech analyst here at Baird. We are pleased to have the LivaNova team to join us for what I believe is at least my final session for today. So thanks for joining us all day. We've got CEO Vlad M ...

Lexeo Therapeutics (NasdaqGM:LXEO) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsLuca Moroni - CFOEric Adler - CMOR. Nolan Townsend - CEOConference Call ParticipantsBrian Skornie - AnalystBrian SkornieI'll talk about it afterwards. Afternoon, everyone. Thank you very much for joining us. I'm Brian Skornie. I'm one of the Senior Biotech Analysts here at Baird. Really happy to have presenting in a fireside chat format with us next – Lexeo Therapeutics Management Team. It is a company I co ...

Summary of Whitehawk Therapeutics FY Conference Call Company Overview - Whitehawk Therapeutics is an ADC (Antibody-Drug Conjugate) company that recently relaunched from Addy Biosciences, having en-licensed an ADC portfolio from WuXi Biologics targeting validated but not overly crowded tumor targets [3][4] Pipeline and Assets - The company has three assets in total, with two IND filings expected in Q4 2025 and a third in mid-2026, aiming to be a three-clinical asset company by early 2027 [3][4] - Lead asset HWK-007 targets PCK7, a broadly expressing tumor target across various cancers, potentially treating hundreds of thousands of patients [4][5] Market Potential - The PCK7 target is gaining traction in the ADC field, with several companies entering the market [4][5] - HWK-007 is positioned to demonstrate superior activity compared to first-generation compounds, particularly those based on ME or tubulin inhibitors [5][9] Competitive Landscape - Competitors include Xencor and Day One, both advancing next-generation ADCs against similar targets. Whitehawk differentiates itself through unique linker technology that enhances stability and reduces toxicity [9][11] - The company is aware of the challenges faced by competitors, such as high neutropenia rates observed in early data from similar programs [10][11] Trial Design and Biomarker Strategy - Phase one trials will focus on high-profile PCK7 expressing tumors: non-small cell lung cancer, ovarian cancers, and endometrial cancer [15][16] - The biomarker strategy will initially target high expressors in gynecological cancers while allowing for a broader approach in non-small cell lung cancer, aiming to include 85% of the market [18] Additional Assets - HWK-016 targets MUC16, a highly expressed tumor marker in gynecological cancers. Whitehawk's approach targets the membrane-bound portion of MUC16 to avoid issues with circulating biomarkers [20][21] - HWK-206 is designed to improve specificity and internalization using a biparatopic antibody, aiming for a best-in-class profile compared to AbbVie’s compound [34][36] Financial Position - As of Q2, Whitehawk has $178 million in cash, providing operational runway into early 2028, allowing for data release in early 2027 [49][50] Conclusion - Whitehawk Therapeutics is strategically positioned in the ADC market with a robust pipeline and a clear differentiation strategy against competitors. The company is well-funded to advance its clinical trials and aims to generate significant data sets in the near future [49][50]