Vanda Pharmaceuticals (NasdaqGM:VNDA) Earnings Call Presentation
2026-01-15 12:00
2026 CORPORATE PRESENTATION January 2026 PHARMACEUTICALS INC. Various statements in this presentation, including, but not limited to, the guidance provided under "2025 Financial Guidance" and statements regarding Vanda's commercial products, plans, priorities and opportunities, as well as statements about Vanda's strategic focus and its products in development and the related clinical development and regulatory timelines and commercial and therapeutic potential for such products, are "forward-looking statem ...
SES AI (NYSE:SES) Earnings Call Presentation
2026-01-15 12:00
Disclaimer Accelerating Energy Transition Through Battery Materials Discovery and Health Management January 2026 Although all information and opinions expressed in this Presentation, including market data and other statistical information, were obtained from sources believed to be reliable and are included in good faith, SES has not independently verified the information and makes no representation or warranty, express or implied, as to its accuracy or completeness. Some data is also based on the good faith ...
ALX Oncology (NasdaqGS:ALXO) Earnings Call Presentation
2026-01-15 12:00
Evorpacept Program - ALX Oncology's Evorpacept is a leading CD47 program with a unique design and inactive Fc region, showing activity in five combinations and targeting a CD47 biomarker[8] - In HER2+ Gastric Cancer, the Overall Response Rate (ORR) increased from 26% with Trastuzumab + Ramucirumab + Paclitaxel to 65% with Evorpacept + Trastuzumab + Ramucirumab + Paclitaxel in the ASPEN-06 subset, a randomized Phase 2 trial[31] - In HER2+ Breast Cancer, the ORR was 56% with Evorpacept + Zanidatamab compared to a benchmark of 22% with Margenza® + Chemo[32] - In indolent NHL, the complete response rate improved from a Rituximab benchmark of 18% to 54% with Evorpacept + Rituximab[35] - The addition of Evorpacept reduced the risk of disease progression or death by 61% for patients with retained HER2+ disease and high CD47 expression (Hazard Ratio = 0.39)[46] - The addition of Evorpacept led to improved overall survival for patients with retained HER2+ and high CD47 expression (Hazard Ratio = 0.63)[49] - Approximately 20,000 addressable patients are CD47-high in 2L+ HER2+ Breast Cancer, representing a $2-4 billion market opportunity[73] ALX2004 Program - ALX2004 is a highly differentiated EGFR ADC in Phase 1 dose escalation, targeting EGFR-expressing tumors including NSCLC, CRC, HNSCC, and ESCC, with initial safety data anticipated in 1H 2026[8, 99] - Preclinical data supports dose-dependent activity and a differentiated safety profile for ALX2004, with no evidence of payload-related ILD in NHP toxicity studies[8, 82] - ALX Oncology's projected cash runway extends into Q1 2027, driving key milestones for both Evorpacept and ALX2004 programs[10, 105]
TSMC(TSM) - 2025 Q4 - Earnings Call Presentation
2026-01-15 06:00
Unleash Innovation 2025 Fourth Quarter Earnings Conference January 15, 2026 © 2026 TSMC, Ltd 1 TSMC Property Unleash Innovation Agenda Unleash Innovation • Welcome Jeff Su, IR Director C.C. Wei, Chairman & CEO • Q&A © 2026 TSMC, Ltd 2 TSMC Property • Key Messages Wendell Huang, CFO • 4Q25 Financial Results and 1Q26 Outlook Wendell Huang, CFO Unleash Innovation Safe Harbor Notice © 2026 TSMC, Ltd 3 TSMC Property • TSMC's statements of its current expectations are forward-looking statements subject to signifi ...
Daikin Industries (OTCPK:DKIL.Y) Earnings Call Presentation
2026-01-15 05:30
Briefing on Sustainability Overview of the Chemical Business and Initiatives Toward Realizing a Sustainable Society Daikin Industries, Ltd. January 15, 2026 Presenters Yoshiyuki Hiraga Senior Executive Officer, Responsible for Chemicals Division Kota Miyazumi Senior Executive Officer, Responsible for Corporate Communications Yasuhisa Hirao General Manager, Chemicals Division Tadashi Ogawa Department Manager, Planning Department, Chemicals Division Keiko Washino Department Manager, External Public Affairs Gr ...
Cytek Biosciences (NasdaqGS:CTKB) FY Earnings Call Presentation
2026-01-15 01:15
Investor Presentation January 2026 Safe Harbor Statement This presentation and the related conference call and webcast contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, among others, statements regarding Cytek's expected revenue for the fourth quarter and full year ended December 31, 2025; Cytek's market position and long-term market expansion opportunities; Cytek's business, product and operational goals and strategies; and Cytek's opp ...
AVITA Medical (NasdaqCM:RCEL) FY Earnings Call Presentation
2026-01-15 01:15
AVITA Medical®, Inc | Cary Vance, Interim CEO J.P. Morgan Healthcare Conference (ASX: AVH, NASDAQ: RCEL) Forward-Looking Statements & Legal Disclaimers This presentation and the accompanying oral commentary may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are predictions and subject to significant risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Forward-looking stat ...
Emergent BioSolutions (NYSE:EBS) FY Earnings Call Presentation
2026-01-15 01:15
Combating Public Health Threats for Communities Around the World Company Overview 44th Annual J.P. Morgan Healthcare Conference Joe Papa President and Chief Executive Officer January 14, 2026 1 1 Safe Harbor Statement/Trademarks This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. All statements, other than statements of historical fact, including statements regarding the future performance of the Company or any of our ...
Neogen (NasdaqGS:NEOG) FY Earnings Call Presentation
2026-01-15 01:15
Unlocking Neogen's Potential J.P. Morgan Healthcare Conference January 14, 2026 © 2026 Neogen Corporation. All rights reserved. | 1 Disclaimer Forward-Looking Statements This presentation includes "forward-looking statements" as that term is defined in Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on Neogen's current expectations and are subject to risks and uncertainties, which could cause a ...
Myriad Genetics (NasdaqGS:MYGN) FY Earnings Call Presentation
2026-01-15 01:15
Financial Performance and Guidance - Preliminary Q4 2025 total revenue is expected to be between $207 million and $209 million, and full year 2025 revenue between $822 million and $824 million[51] - Total test volume growth for 2025 is approximately 1% year-over-year, with Hereditary Cancer showing 7% growth, Mental Health 6% growth, and Prenatal Health a (4)% decrease[51] - 2026 total revenue guidance is set at $860 million to $880 million, reflecting approximately 6% growth compared to the midpoint of the preliminary 2025 revenue range[53] - Adjusted gross margin for 2026 is projected to be between 68% and 69%[53] - Adjusted EBITDA for 2026 is expected to be between $37 million and $49 million, representing approximately 43% growth over the midpoint of the previous full year 2025 guidance range[53] - The company is targeting high single-digit to low double-digit percentage annual revenue growth in the long term[60] Strategic Focus and Market Expansion - The company is prioritizing the Cancer Care Continuum to drive accelerated growth and profitability[11, 60] - The company plans to leverage market-leading positions and new products to accelerate growth in markets such as Hereditary Cancer Testing (HCT), therapy selection, prostate cancer, and molecular residual disease (MRD)[13] - The total addressable market (TAM) for therapy selection, HRD (Homologous Recombination Deficiency) & CGP (Comprehensive Genomic Profiling) is estimated at $8 billion, with an estimated annual market growth of 14-17%[13] - The MRD market has a TAM of $21 billion with an estimated annual market growth of 15-20%[13] - The company is expanding its testing menu to serve more of the Cancer Care Continuum, including hereditary cancer screening, diagnosis & therapy selection, and molecular residual disease monitoring[15, 16]