Biogen Inc. (NASDAQ:BIIB) J.P. Morgan 43rd Annual Healthcare Conference January 14, 2025 12:45 PM ET Company Participants Chris Viehbacher - President and CEO Conference Call Participants Chris Schott - JPMorgan Chris Schott I think we are ready to kick off the next session here. So good morning, everybody. I'm Chris Schott from JPMorgan, and I'm pleased to be introducing Biogen today. From the company, we have Chris Viehbacher, the company's President and CEO. Chris has been CEO for a little bit over 2 yea ...

Summary of Agilent Technologies, Inc. Conference Call Company Overview - **Company**: Agilent Technologies, Inc. (NYSE:A) - **Event**: J.P. Morgan 43rd Annual Healthcare Conference - **Date**: January 14, 2025 - **Participants**: - Padraig McDonnell - President and CEO - Robert McMahon - Senior VP and CFO - Rachel Vatnsdal - JPMorgan Core Insights and Arguments - **Market Focus**: The discussion emphasized the importance of understanding market dynamics and the company's strategic transformation, referred to as the Ignite transformation [3][4] - **Customer Trust**: Agilent is recognized for its excellent customer service and has built a strong trust with its customers, which is a key competitive advantage [5] - **Employee Engagement**: The company boasts a unique culture and high levels of employee engagement, which are critical for its operational success [5] - **Shareholder Commitment**: Agilent has a strong track record of delivering on its promises to shareholders, reinforcing investor confidence [5] - **Financial Strategy**: The company achieved $100 million in annualized savings shortly after leadership changes, with $50 million reinvested back into the business, indicating a proactive financial strategy [6] Additional Important Content - **Leadership Changes**: The new leadership team and organizational structure were highlighted as part of the company's strategic evolution [4] - **Future Growth Ambitions**: The management expressed excitement about future growth opportunities and the ongoing transformation strategy [3][4]

Doing now what patients need next This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes', 'expects', 'anticipates', 'projects', 'intends', 'should', 'seeks', 'estimates', 'future' or similar expressions or by discussion of, among other things, strategy, goals, plans or intentions. Various factors may cause actual results to differ materially in the future from those reflected in forward-looking statements contained in thi ...

J.P. MORGAN HEALTHCARE CONFERENCE This presentation contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995, including, without limitation, the information provided regarding future financial and operating performance and statements regarding (i) expectations, development plans and timelines for the company's products, product candidates and pipeline programs, including expectations that we are on track to complete five launches in five years, that we have pipe ...

Teva Pharmaceutical Industries Ltd. 43rd Annual J.P. Morgan Healthcare Conference January 13, 2025 This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on management's current beliefs and expectations and are subject to substantial risks and uncertainties, both known and unknown, that could cause our future results, performance or achievements to differ significantly from that expressed or implied by such forward-lo ...

Why Investors Should Own Roivant in 2025 J.P. Morgan Healthcare Conference January 13, 2025 Forward-Looking Statements This presentation includes forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, b ...

J.P. Morgan Healthcare Conference January 13, 2025 Safe Harbor Statement In addition to historical facts, this presentation contains forward-looking statements that involve a number of risks and uncertainties. These statements include, but are not limited to, statements related to: the benefits to be derived from our products and product candidates; the value our products and/or our product candidates may bring to patients; the continued success of INGREZZA; successfully launching CRENESSITY; our financial ...

Gilead in 2025 J . P. M o r g a n H e a l t h c a r e C o n f e r e n c e 13 January 2025 Forward-Looking Statements Statements included in this presentation that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Gilead cautions readers that forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties include those relating to: ...

Industry and Company Overview * **Industry**: Biotechnology and pharmaceuticals * **Company**: Incyte Corporation * **Focus**: Drug development and commercialization Key Financial Highlights * **2024 Revenue**: $3.1 billion (up 14% Y/Y) * **Revenue Growth**: ~17% CAGR over the past 5 years * **Strong Balance Sheet**: ~$2 billion in cash and no debt Pipeline and Pipeline Programs * **Niktimvo™**: Approved for 3L+ cGVHD, with potential for label expansion into 1L cGVHD * **Retifanlimab**: sBLA submitted for SCAC, with potential to become the new standard of care * **Tafasitamab**: sBLA submitted for r/r FL, with potential for label expansion into 1L DLBCL * **Ruxolitinib Cream**: sNDA submitted for pediatric AD, with potential for label expansion into PN and HS * **Povorcitinib**: Phase 3 studies in HS, vitiligo, and prurigo nodularis, with potential for best-in-class efficacy * **mCALR**: Proof-of-concept data expected in 2025, with potential to eradicate the malignant clone in MF and ET patients * **CDK2 Inhibitor**: Phase 1 data in ovarian cancer, with potential for pivotal trial initiation in 2025 High Impact Pipeline Programs * **Povorcitinib**: Addressing significant unmet needs in HS, vitiligo, and prurigo nodularis * **mCALR**: Targeting mutated calreticulin in MF and ET patients * **CDK2 Inhibitor**: Targeting cyclin-dependent kinases in ovarian cancer Key Catalysts for 2025 * **Ruxolitinib Cream approval for pediatric AD** * **Povorcitinib data in HS, vitiligo, and prurigo nodularis** * **mCALR proof-of-concept data** * **CDK2 inhibitor pivotal trial initiation** * **Potential high impact launches by 2030** Conclusion Incyte is well-positioned for growth in 2025 and beyond, with a strong pipeline of innovative drugs addressing significant unmet needs in various indications. The company's focus on novel biology and high patient impact positions it for long-term success.