TOMI Environmental Solutions (NasdaqCM:TOMZ) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsDavid Vanston - CFOEJ Shane - COOHalden Shane - CEO and ChairmanJohn Nelson - ShareholderZach Nevas - Account ExecutiveConference Call ParticipantsCarl Wright - AnalystOperatorGood day, and welcome to the TOMI Environmental Solutions, Inc. 2025 financial results conference call. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions and commen ...

nCino (NasdaqGS:NCNO) Q4 2026 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsAdam Hotchkiss - VP of Emerging Software Equity ResearchAlex Sklar - Director of Application Software ResearchGreg Orenstein - CFOHarrison Masters - VP of Investor RelationsSean Desmond - CEOTerry Tillman - Managing Director of Application Software Equity ResearchConference Call ParticipantsAaron Kimson - VP and Technology Software AnalystCharles Nabhan - Managing Director and FinTech Research AnalystChris Kennedy - F ...

Summary of PepGen Conference Call Company Overview - **Company**: PepGen - **Study**: Phase II FREEDOM2 study of PGN-EDODM1 Key Points Industry and Company Context - The conference call discusses the results from the FREEDOM2 study, focusing on the safety and efficacy of PGN-EDODM1 in treating myotonic dystrophy type 1 [1][2][4]. Core Findings - **Safety Profile**: At a dose of 5 mg/kg, PGN-EDODM1 demonstrated a promising safety profile with all adverse events classified as mild or moderate. No serious adverse events or treatment-related kidney issues were reported [4][11]. - **Splicing Correction**: The mean splicing correction in the treatment group was 7.3%, compared to 6.8% in the placebo group. Excluding an outlier, the mean splicing correction increased to 22.9% [5][12][13]. - **Functional Outcomes**: Improvements in hand myotonia were observed, with the video hand opening time (vHOT) improving by up to 4.1 seconds in the treatment group [13][14]. Recruitment and Future Data - Recruitment for the 10 mg/kg cohort is progressing well, with expectations to report clinical data in the second half of 2026 [5][16]. - The company has a cash runway extending into the second half of 2027, sufficient to support ongoing studies [16]. Additional Insights - **Outlier Analysis**: One patient in the treatment group exhibited a 70.8% worsening in splicing, which was not typical and is under investigation. The patient had significant drug levels, but the reason for the poor response remains unclear [12][17][21][48]. - **Statistical Analysis**: The study is not powered for statistically significant data but aims to explore safety and dose-finding up to 12.5 mg/kg [55]. - **Safety at Higher Doses**: Confidence in the safety profile for the upcoming 10 mg/kg cohort is high, with no cumulative toxicity observed in the 5 mg/kg cohort [28][31]. Regulatory and Market Considerations - The company is in discussions with the FDA regarding lifting a hold on the study, but no timeline can be provided at this moment [35]. - The potential for further improvements in splicing and functional outcomes is anticipated as dosing increases [22][49]. Conclusion - The results from the FREEDOM2 study indicate a favorable safety and efficacy profile for PGN-EDODM1, supporting continued development and higher dosing in future cohorts [14][58].

Edible Garden (NasdaqCM:EDBL) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsJeremy Pearlman - Equity Research AssociateJim Kras - CEOKostas Dafoulas - Interim CFOTed Ayvas - Investor Relations ContactConference Call ParticipantsNone - AnalystOperatorPlease note, this conference is being recorded. I will now turn the conference over to your host, Ted Avis, Investor Relations. The floor is yours.Ted AyvasThanks, John. Good afternoon, and thank you for joining Edible Garden's 2025 fourth ...

Co-Diagnostics (NasdaqCM:CODX) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Company ParticipantsAndrew Benson - Head of Investor RelationsBrian Brown - CFODwight Egan - CEOConference Call ParticipantsMichael Okunewitch - Senior Analyst of BiotechnologyNone - AnalystOperatorToday's session is being recorded. It is now my pleasure to turn the floor over to Head of Investor Relations, Mr. Andrew Benson. Please go ahead, sir.Andrew BensonGood afternoon, everyone. Thank you all for participating in today's c ...

BranchOut Food (NasdaqCM:BOF) Update / briefing March 31, 2026 04:30 PM ET Company ParticipantsEric Healy - Founder, CEO, and Chairman of the BoardJohn Dalfonsi - CFOMichael Corrigan - ShareholderConference Call ParticipantsJonathan Masters - Equity Research AnalystNoel Atkinson - VP and Research Analyst of Growth and InnovationOperatorAs a reminder, this conference is being recorded. Before we begin, I'd like to remind everyone that statements made during this call that are not historical facts are forward ...

TOMI Environmental Solutions (NasdaqCM:TOMZ) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Speaker5Good day, and welcome to the TOMI Environmental Solutions, Inc. 2025 financial results conference call. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions and comments following the presentation. It is now my pleasure to turn the floor over to your host, Zach Nevas from IMS Investor Relations. Zach, the floor is yours.Speaker6Thank you for joining us ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 was approximately $4.1 million, up from $3.9 million in the prior year, indicating strong business performance [10] - Full year revenue was approximately $12.8 million, down from $13.9 million in 2024, primarily due to the strategic exit from low-margin floral and lettuce segments [12] - Gross profit for Q4 was approximately a $1.2 million loss compared to flat in 2024, reflecting elevated costs from onboarding new retail customers [11] - Full year gross profit was approximately a loss of $0.2 million compared to a gain of $2.3 million in 2024, with a focus on recovering gross margins in 2026 [13] - Selling, general, and administrative expenses for the full year were approximately $15.3 million, up from $11.6 million in 2024, driven by the Natural Shrimp acquisition and other capital market activities [14] Business Line Data and Key Metrics Changes - Strong performance in core produce and consumer packaged goods (CPG) categories, with double-digit growth in cut herbs and continued strength in the vitamin and supplement portfolio [6] - Significant growth in the condiment platform, supported by new customer wins such as Wakefern and Safeway [6] - Incremental distribution of over 700 additional retail locations, expanding reach across key markets [6] Market Data and Key Metrics Changes - The global ready-to-drink (RTD) category is estimated at approximately $842.5 billion in 2025 and projected to reach roughly $1.26 trillion by 2033, representing a significant market opportunity [8] Company Strategy and Development Direction - The company is evolving from a core controlled environment agricultural platform to a broader innovation-driven CPG business, focusing on higher growth and higher margin opportunities [5] - Plans to expand into the RTD category, leveraging existing infrastructure and retail relationships to meet growing demand for clean label, shelf-stable nutrition [7] - The strategy includes scaling presence in higher margin RTD categories while diversifying the CPG business beyond fresh produce [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to continue gaining market share and expanding distribution, supported by strong retail relationships [5] - The focus remains on executing the strategy to deliver predictable and scalable results, positioning the company for sustainable long-term growth [9] - Management highlighted the importance of maintaining strong relationships with existing customers to drive future growth [41] Other Important Information - The company is developing a state-of-the-art RTD manufacturing initiative at its Midwest facility, with plans to meet growing retailer demand at scale [8] - The investment in new accounts during Q4 is seen as necessary to secure shelf space and deepen relationships with major retailers [11] Q&A Session Summary Question: How should we view the margins from fresh to CPG products? - Management expects more robust margins from the RTD and CPG business due to the stability of shelf-stable products compared to fresh goods [16][17] Question: What is the expected revenue breakdown for CPG versus fresh through 2026? - The core CEA business is expected to return to steady growth, while the nutraceutical business showed strong growth, with RTD business anticipated to have significant revenue opportunities and higher margins [23][24] Question: Where specifically will the RTD products be positioned? - The RTD products will primarily be in the protein segment, with plans to develop private label products for major retailers [26][27] Question: What are the CapEx requirements and timeline for the Midwest facility? - The facility will require significant CapEx for machines and retrofitting, with plans to be in the marketplace by the end of 2027 [35]

KULR Technology Group (NYSEAM:KULR) Q4 2025 Earnings call March 31, 2026 04:30 PM ET Speaker3Welcome everyone to the KULR Technology Group fourth quarter and full year 2025 earnings call. I'm your host today, Stuart Smith. In just a moment, I'm going to be joined by the Chief Executive Officer for the company, Michael Mo, as well as the Chief Financial Officer for the company, Shawn Canter. Both of those officers will be giving their opening remarks, and that will be followed by a question-and-answer sectio ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $87.2 million, aligning with the midpoint of revised guidance, while full-year revenue reached $346.8 million, a 1.4% increase over 2024 [3][4] - Adjusted EBITDA for Q4 was $19.2 million, representing a margin expansion to 22%, up from 20.4% in Q4 2024, while full-year Adjusted EBITDA was $68.7 million, a 23% year-over-year increase [4][19] - Free cash flow for the year was $20 million, an increase of $5 million over 2024, with cash flow from operations rising to $37 million, a 19% increase year-over-year [4][15] Business Line Data and Key Metrics Changes - Financial Health revenue totaled $56.2 million in Q4, a 2% year-over-year increase, while Patient Care revenue was $31 million, reflecting a 6.6% decline primarily due to the sunset of the Centriq product [18][19] - Bookings for Q4 were $19.8 million, up $6 million year-over-year, supported by growing SaaS and strategic partnerships, with total bookings for the year at $82.9 million, a 1% increase [4][20] Market Data and Key Metrics Changes - The overall sales pipeline value is at its highest in nine quarters, increasing by 53% since the beginning of Q3, with a notable shift towards larger opportunities and recurring deals [5][6] - The percentage of recurring deals in the pipeline has improved to over 70%, up from approximately 57% last summer, indicating a healthier demand environment [5] Company Strategy and Development Direction - The company is engaged in a strategic review process to maximize shareholder value and is not issuing formal guidance, but expects modest revenue growth in 2026 and a 200 basis points improvement in Adjusted EBITDA margins [3][22] - A focus on AI strategy spans financial health, patient care, customer service, and internal development, with initiatives aimed at improving claims processing and customer interactions [9][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledges challenges in customer retention, particularly in the CBO segment, and has implemented a structured transition model to improve retention rates [6][7] - The company is optimistic about the operational changes and believes it is on the right trajectory for future improvements, despite potential delays in consistent quarterly performance [6][11] Other Important Information - The company has strengthened its financial position through disciplined debt reduction, lowering net debt by approximately $19.5 million year-to-date, and improving its net leverage ratio to 2x [15][16] - The company opened a new Global Capacity Center in Chennai, marking a significant milestone in its global delivery model [8] Q&A Session Summary Question: Can you explain the visibility on revenue growth in relation to new bookings? - Management confirmed that recurring revenues and assumptions of bookings at conversion are key to understanding revenue visibility [25][26] Question: How is customer retention improving in the CBO segment? - Management indicated that retention rates are not yet at desired levels but are showing modest improvement, with a focus on ensuring smooth transitions for customers [27][28] Question: What is the timeline for the strategic review process? - Management stated there is no set timeline for the strategic review, emphasizing the importance of achieving the right outcome over meeting deadlines [30] Question: How should we think about the conversion timing of larger deals in the pipeline? - Management noted that there are no capacity constraints, but the timing of bookings is often dependent on customer readiness [34][35] Question: What synergies exist between Patient Care and Financial Health? - Management highlighted the interconnectivity between the two segments, particularly in serving rural community customers and expanding technology offerings [43][44] Question: What impact will the Rural Health Fund have on customer bases? - Management is actively engaging with hospitals to help them access the $50 billion fund, viewing it as a significant opportunity [70][72] Question: How is AI being leveraged in the business? - Management is cautious about AI implementation, focusing on projects that provide clear ROI and improve customer experience [76][77]