Euroholdings (NasdaqCM:EHLD) Q3 2025 Earnings Call November 17, 2025 10:00 AM ET Company ParticipantsAthina Atalioti - CFOTasos Aslidis - Chief Strategy OfficerAristides Pittas - Chairman and CEOConference Call ParticipantsPoe Fratt - Research AnalystOperatorThank you for standing by, ladies and gentlemen, and welcome to the Euroholdings Conference call on the third quarter 2025 financial results. We have with us Mr. Aristides Pittas, Chairman and Chief Executive Officer; Ms. Athina Atalioti, Chief Financia ...

J & J Snack Foods (NasdaqGS:JJSF) Q4 2025 Earnings Call November 17, 2025 10:00 AM ET Company ParticipantsScott Marks - Equity ResearchShawn Munsell - CFODan Fachner - President and CEOReid Anderson - Head of Investor RelationsConference Call ParticipantsTodd Brooks - Senior Analyst and Managing DirectorJohn Anderson - AnalystOperatorGood day, and thank you for standing by. Welcome to the J & J Snack Foods fourth quarter 2025 conference call. At this time, all participants are in a listen-only mode. After t ...

Financial Data and Key Metrics Changes - For Q3 2025, the company reported total net revenues of $2.96 million and net income of $1.5 million, translating to earnings of $0.55 per share [5][24] - Adjusted EBITDA for the quarter was $1.44 million, with total net revenues for the first nine months of 2025 amounting to $8.75 million and net income of $13.4 million [24][26] - The company declared a quarterly dividend of $0.14 per share, maintaining an annualized yield of approximately 8% [6][5] Business Line Data and Key Metrics Changes - The company is transitioning from container ships to tankers, with an investment in a medium-range product tanker, Hellas Avatar, for $31.83 million [7][4] - The current fleet includes two feeder container ships with a combined capacity of 3,170 TEU, and after the delivery of Hellas Avatar, the total carrying capacity will be approximately 91,000 deadweight [8][9] Market Data and Key Metrics Changes - The feeder container ship market remains strong, with time charter rates for vessels at $28,700 per day, significantly above the 10-year average of $16,800 per day [12][11] - The medium-range product tanker market shows stable charter rates, with one-year rates at approximately $23,750 per day, aligning with historical averages [14][13] Company Strategy and Development Direction - The company aims to expand its fleet while maintaining operational continuity through profitable charters of existing vessels [4][8] - The strategic shift towards tankers is supported by cash flows from current assets and potential capital raised in financial markets [8][7] Management's Comments on Operating Environment and Future Outlook - Management highlighted the uncertainties in the market, including geopolitical risks and environmental regulations, which could impact fleet supply and demand [22][21] - Future demand for product tankers is expected to increase, driven by global oil product trade forecasts and refinery capacity developments [20][19] Other Important Information - The company has a solid balance sheet with cash and other assets totaling $17.5 million and a book equity position of approximately $19 million [27][26] - The market value of the fleet is significantly higher than its book value, with a net asset value of around $30.2 million [27][26] Q&A Session Summary Question: Are you considered an associated person regarding the acquisition? - Management clarified that the CEO was not excluded from the review process and led the committee overseeing the acquisition [32] Question: When is the dry dock scheduled for the Joanna, and what are the prospects for a longer-term charter? - Negotiations for extending the charter of Joanna are ongoing, with maintenance work planned before the next scheduled special service in 2027 [33] Question: What is the chartering strategy for the MR? - Currently, the company is taking advantage of the spot market but may consider longer charters in the future depending on expansion plans [36] Question: What is the current state of the S&P market for acquiring additional MRs? - Management noted that prices are stable, softer than a year ago, but not too high or low, indicating a cautious approach to future acquisitions [40]

National Vision (NasdaqGS:EYE) 2025 Investor Day November 17, 2025 10:00 AM ET Company ParticipantsMark Banner - President of America's BestRebecca Liu - VPAlex Wilkes - CEOKate McShane - Managing DirectorAna Moeddel - Chief Merchandising and Managed Care OfficerBill Clark - Chief People OfficerJared Brandman - Chief Legal and Strategy Officer and General CounselChris Laden - CFOJoe VanDette - Chief Brand and Marketing OfficerDavid Cutler - CTOPriti Patel - Former Chief Medical Officer and Current Head of E ...

Summary of Dyne Therapeutics Conference Call Company Overview - Dyne Therapeutics is focused on delivering functional improvement for patients suffering from neuromuscular diseases, particularly targeting genetic medicines using the TFR1 receptor and a novel Fab approach [2][3] Key Milestones - Major upcoming milestones include: - DMD data readout in December 2025 [2] - BLA submission for DMD in Q2 2026 [3] - Launch of the first product for DMD in early 2027 [3] Market Opportunity - The market for Exon 51 in DMD is significant, with approximately 1,500-1,600 patients, of which around 400 are currently on Exondys 51 [5][6] - Dyne believes there are an additional 700-800 patients who have not received effective treatment and are looking for alternatives [6] Competitive Landscape - Exondys 51, a competitor's drug, has a market value of approximately $500 million, with a questionable efficacy [4][7] - Dyne's product aims to show superior dystrophin levels and functional benefits compared to Exondys 51, which has shown only a 0.3% improvement in dystrophin levels [9][10] Pricing Strategy - The baseline price for Exondys 51 is around $1 million per patient, and Dyne is considering this as a reference point for their pricing strategy [7] Clinical Data and Efficacy - Dyne's study has shown a mean change of 3.7% in dystrophin levels from baseline, significantly higher than the historical standard [9][10] - The study is powered to show both unadjusted and adjusted dystrophin changes, with an adjusted figure of 8.7% at six months [10] Safety Considerations - Previous serious adverse events (SAEs) were noted in a higher dose cohort, but no similar incidents have been reported since [12] - A safety update will be provided alongside the December data readout [12] Regulatory Strategy - Dyne plans to initiate a full phase three trial in Europe and Japan, which may have higher regulatory standards compared to the U.S. [13] - The primary endpoint for the confirmatory study will focus on clinically meaningful measures relevant to patients [27] Enrollment Challenges - Enrollment for the DM1 registrational expansion cohort has been delayed due to operational issues, but additional sites have been added to expedite the process [17][18] Future Growth Potential - Dyne has plans to explore additional exons for DMD treatment, which could significantly increase the total addressable market (TAM) [33] - The company is also considering other neuromuscular diseases like FSHD for future development [33] Strategic Positioning - Dyne is focused on maintaining independence to maximize shareholder value while exploring strategic partnerships if beneficial [31] - The company believes it has a differentiated product profile that could succeed in the market despite entering later than some competitors [30]

Summary of Aligos Therapeutics Conference Call Company Overview - **Company**: Aligos Therapeutics (NasdaqCM:ALGS) - **Event**: Jefferies' London Healthcare Conference - **Date**: November 17, 2025 Key Points on Aligos Therapeutics and its Pipeline Lead Programs - **PEVY/PhosCovir**: Lead program targeting hepatitis B, previously known as ALG-000184 [2][3] - **ALG-009**: A beta thyroid agonist that has completed phase 2A testing, with potential applications in obesity and metabolic diseases [2][20] - **Pan-coronavirus protease inhibitor**: Currently undergoing a phase 2 study in the UK funded by the MRC [2] Hepatitis B Virus (HBV) Insights - **Prevalence**: Approximately 250 million patients globally, with significant populations in China (70 million), the US (2-2.5 million), and Western Europe (14 million) [3] - **Current Treatments**: Standard care includes nucleoside analogs and pegylated interferon, but these have limitations, including progression to end-stage liver disease and liver cancer [4][5] - **Unmet Medical Need**: A study indicated that 4% of patients on nucleoside therapy developed hepatocellular carcinoma over five years, highlighting the need for more effective treatments [4] Mechanism of Action for PEVY - **Capsid Assembly Modulators**: PEVY is designed to block both the replication of HBV and the establishment of cccDNA, which is crucial for the virus's persistence [8][9] - **Pharmacological Improvements**: Oral bioavailability of PEVY was increased from 5% to 80% through laboratory modifications [9] - **Clinical Results**: In early studies, PEVY demonstrated significant reductions in HBV DNA, outperforming standard nucleoside therapies [11][12] Clinical Trial Data - **Efficacy**: By week 48, 60% of E positive patients were below the limit of quantitation for HBV DNA, and 100% of E negative patients achieved similar results [12][13] - **Comparison with Standard Care**: PEVY showed a greater log reduction in HBV DNA compared to tenofovir, a standard nucleoside analog [11][13] - **Safety Profile**: No patients discontinued therapy due to adverse events, indicating a favorable safety profile [15] Future Directions - **Ongoing Studies**: A phase 2 clinical study comparing PEVY to TDF is underway, with an interim analysis expected early next year [17][19] - **Potential for Standard of Care**: PEVY is positioned to become the standard for chronic suppression of HBV, especially for patients not eligible for functional cure therapies [19] ALG-009 Developments - **Potency and Selectivity**: ALG-009 has shown to be significantly more potent than existing beta thyroid agonists, with a favorable pharmacokinetic profile [20][21] - **Phase 2b Readiness**: The drug is ready to enter phase 2b trials, with promising data on fat reduction in liver disease [21] Additional Insights - **Resistance Mechanism**: PEVY has shown no emergence of drug-resistant variants in clinical studies, which is a significant advantage over previous capsid assembly modulators [24][25] - **Regulatory Considerations**: The ability to conduct monotherapy with PEVY is crucial for FDA approval for chronic suppression, differentiating it from previous therapies that required combination treatments [25] This summary encapsulates the critical aspects of Aligos Therapeutics' conference call, focusing on their innovative approaches to treating hepatitis B and metabolic diseases, as well as the promising data from their clinical trials.

J & J Snack Foods (NasdaqGS:JJSF) Q4 2025 Earnings Call November 17, 2025 10:00 AM ET Speaker4Good day, and thank you for standing by. Welcome to the J & J Snack Foods fourth quarter 2025 conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press star one-one on your telephone. You will then hear an automated message advising your hand is raised. To withdr ...

Euroholdings (NasdaqCM:EHLD) Q3 2025 Earnings Call November 17, 2025 10:00 AM ET Speaker4Thank you for standing by, ladies and gentlemen, and welcome to the Euroholdings Conference call on the third quarter 2025 financial results. We have with us Mr. Aristides Pittas, Chairman and Chief Executive Officer; Ms. Athena Atalioti, Chief Financial Officer; and Mr. Tazos Aslidis, Chief Strategy Officer. At this time, all participants are in a listen-only mode. There will be a presentation followed by a question-an ...

Veracyte Conference Call Summary Company Overview - **Company**: Veracyte (NasdaqGM:VCYT) - **Industry**: Genomic diagnostics, focusing on cancer diagnostics, particularly thyroid and prostate cancers [3][4] Core Points and Arguments - **Growth and Financial Performance**: - Veracyte is on track to double revenues over the next four years, with EBITDA margins expected to exceed 25% this year [4][5] - Decipher has shown over 25% volume growth for 14 consecutive quarters, while Afirma has experienced year-over-year growth for 13 consecutive quarters [6][9] - The company is ahead of its growth plan, driven by strong performance in Decipher and Afirma [6][10] - **Market Penetration and Opportunities**: - Decipher currently represents about 25% of the overall addressable market, indicating significant room for growth [19] - The addition of new indications, such as metastatic cancer, is expected to expand the patient base by an additional 30,000 patients [20] - Afirma has a market share of approximately 52%, with opportunities for further share gains and market penetration [38] - **Product Pipeline**: - Upcoming products include Prosigna and MRD (Minimal Residual Disease) tests, with MRD expected to launch in muscle-invasive bladder cancer in the first half of next year [41][42] - The company plans to leverage its existing infrastructure for new product launches, focusing on data-driven insights to enhance adoption [46][50] - **Digital Pathology**: - Digital pathology is viewed as complementary to Decipher, with the latter being the gold standard in prostate cancer diagnostics [28][29] - Veracyte is actively supporting digital pathology research, which may enhance its offerings in the future [29][33] Additional Important Insights - **Strategic Focus**: - The company emphasizes a balanced approach to growth, ensuring that new product launches do not compromise profitability [5][16] - Evidence generation is crucial for driving adoption and reimbursement for new tests [19][24] - **Market Dynamics**: - The competitive landscape includes established players like Natera, but Veracyte believes its scientific differentiation will fuel growth [51] - The company is focused on completing the care continuum by offering tests that assist patients throughout their cancer journey [50] - **Prosigna Launch Strategy**: - The launch of Prosigna is contingent on strong data from ongoing studies, with a focus on KOL engagement rather than immediate volume [54][55] - The company aims for a "no regrets" launch, prioritizing optimal data and reimbursement assessments [54] This summary encapsulates the key points discussed during the Veracyte conference call, highlighting the company's growth trajectory, product pipeline, and strategic focus within the genomic diagnostics industry.

Summary of Kiniksa Pharmaceuticals International Conference Call Company Overview - Kiniksa Pharmaceuticals is a growth-oriented organization focused on developing novel therapies for debilitating diseases, particularly recurrent pericarditis [3][4][19] - The company has established leadership in the recurrent pericarditis market with its product ARCALYST, generating over $1 billion in net product revenue since FDA approval [3][4] Financial Performance - Kiniksa increased its net revenue guidance for 2025 to between $670 million and $675 million, reflecting strong commercial performance [4][19] - In Q3, Kiniksa reported $180.9 million in net product revenue for ARCALYST, a 61% year-over-year increase compared to Q3 2024 [5][19] - The company maintains a strong financial position with over $350 million in cash reserves [4][20] Market Penetration and Growth Opportunities - Kiniksa has only penetrated 15% of the multiple recurrence population, indicating significant growth potential [3][6] - Approximately 80% of ARCALYST prescriptions are for patients with two or more recurrences, while 20% are for patients on their first recurrence, up from 15% the previous year [5][6] - The company is focused on educating healthcare professionals about the chronic nature of recurrent pericarditis to improve patient retention on treatment [28][29] Pipeline Development - KPL-387, a new drug in development for recurrent pericarditis, received orphan drug designation from the FDA and is currently in a phase 2/3 clinical trial [4][19] - The phase 2 portion of the trial is expected to read out in the second half of 2026, with the goal of launching KPL-387 by 2028-2029 [4][18] - KPL-387 is designed for monthly dosing and aims to provide a highly efficacious and well-tolerated treatment option [14][35] Physician and Patient Engagement - Kiniksa is working to ensure a positive prescribing experience for physicians, which is expected to lead to repeat prescriptions and peer-to-peer education [8][9] - The company has expanded the number of specialized care centers for pericardial diseases from 2 to 18 in collaboration with the American Heart Association [9][10] - Market research indicates that over 75% of patients would choose KPL-387 as their preferred treatment option, and more than 90% of healthcare professionals would likely prescribe it [11][35] Conclusion - Kiniksa is well-positioned for future success with a robust strategy to maximize the commercial opportunity of ARCALYST and advance its clinical portfolio [19][20] - The company is committed to addressing the unmet needs of patients suffering from recurrent pericarditis through innovative therapies and strong market engagement strategies [3][4][19]