Start Time: 17:15 January 1, 0000 6:02 PM ET AAON, Inc. (NASDAQ:AAON) Q3 2024 Earnings Call November 07, 2024, 17:15 PM ET Company Participants Gary Fields - CEO Matt Tobolski - President and COO Rebecca Thompson - CFO and Treasurer. Joseph Mondillo - Director, IR Conference Call Participants Ryan Merkel - William Blair Chris Moore - CJS Securities Brent Thielman - D.A. Davidson Timothy Wojs - Baird Julio Romero - Sidoti & Company Operator Good afternoon, ladies and gentlemen, and welcome to the AAON, Inc. ...

Velocity Financial, Inc. (NYSE:VEL) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Chris Oltmann - Director of Investor Relations Chris Farrar - President & CEO Mark Szczepaniak - CFO Conference Call Participants Stephen Laws - Raymond James Don Fandetti - Wells Fargo Steve Delaney - Citizens JMP Securities Eric Hagen - BTIG Operator Good day and welcome to the Velocity Financial Third Quarter 2024 Conference Call. All participants will be in listen-only mode. [Operator In ...

Humacyte, Inc. (NASDAQ:HUMA) Q3 2024 Earnings Conference Call November 8, 2024 8:30 AM ET Company Participants Lauren Marek - LifeSci Advisors Laura Niklason - President and CEO Dale Sander - CFO and Chief Corporate Development Officer Conference Call Participants Ryan Zimmerman - BTIG Josh Jennings - TD Cowen & Company Kristen Kluska - Cantor Fitzgerald Bruce Jackson - Benchmark Company Vernon Bernardino - H.C. Wainwright Operator Good morning, ladies and gentlemen, and welcome to the Humacyte Third Quarte ...

Priority Technology Holdings, Inc. (NASDAQ:PRTH) Q3 2024 Earnings Conference Call November 7, 2024 11:00 AM ET Company Participants Chris Kettmann - Investor Relations Tom Priore - Chairman & Chief Executive Officer Tim O'Leary - Chief Financial Officer Conference Call Participants Brian Kinstlinger - Alliance Global Partners Jacob Stephan - Lake Street Capital Markets Hal Goetsch - Loop Capital Clark Orsky - Obra Capital Operator Good day, and welcome to the Priority Technology Holdings Third Quarter 2024 ...

Brookdale Senior Living Inc. (NYSE:BKD) Q3 2024 Earnings Conference Call November 7, 2024 9:00 AM ET Company Participants Jessica Hazel - Head-Investor Relations Lucinda Baier - President and Chief Executive Officer Dawn Kussow - Executive Vice President and Chief Financial Officer Conference Call Participants Michael Murray - RBC Capital Markets Brian Tanquilut - Jefferies Joanna Gajuk - Bank of America Joshua Raskin - Nephron Research Tao Qiu - Macquarie Operator Thank you for standing by. My name is Bail ...

Identiv, Inc. (NASDAQ:INVE) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Kirsten Newquist - Chief Executive Officer Justin Scarpulla - Chief Financial Officer James Ousley - Chairman Conference Call Participants Stacy Che - B. Riley Securities Operator Good afternoon. Welcome to Identiv's presentation of its Third Quarter 2024 Earnings Call. My name is Tom, and I will be your operator this afternoon. Joining us for today's presentation are the company's CEO, Kirsten Newq ...

Maravai LifeSciences Holdings, Inc. (NASDAQ:MRVI) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Deb Hart - Head, Investor Relations Trey Martin - Chief Executive Officer Kevin Herde - EVP and Chief Financial Officer Drew Burch - President, Nucleic Acid Production Conference Call Participants Dan Leonard - UBS Justin Bowers - Deutsche Bank Yuko Oku - Morgan Stanley Matt Hewitt - Craig-Hallum Dan Arias - Stifel Operator Good afternoon, ladies and gentlemen, and welcome, eve ...

Upland Software, Inc. (NASDAQ:UPLD) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants John McDonald - CEO, Chairman and Founder Michael Hill - Chief Financial Officer Conference Call Participants Daniel Hibshman - Craig-Hallum Operator Thank you for standing by, and welcome to the Upland Software Third Quarter 2024 Earnings Call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session, and instructions for that will be give ...

Financial Data and Key Metrics - Total revenue for the first nine months of 2024 reached over DKK 15 billion, a 29% increase compared to the previous year [34] - Recurring revenues grew by 37%, driven by strong royalties from DARZALEX, Kesimpta, and other approved medicines, as well as strong performance from EPKINLY and TIVDAK [28][29] - Operating profit stood at over DKK 4.5 billion, up more than 27% year-over-year [34] - Net profit for the period was almost DKK 4 billion, reflecting strong underlying financial performance [36] Business Line Performance - EPKINLY reported 17% growth in Q3, with global net sales of $82 million and year-to-date sales of $203 million [16] - TIVDAK demonstrated strong performance with 12 consecutive quarters of demand growth, achieving $32 million in sales [23] - EPKINLY and TIVDAK contributed 35% of Genmab's total revenue growth in the first nine months of 2024 [31] Market Performance - EPKINLY showed robust uptake in the U.S. and Japan, with strong field execution and positive responses from physicians and patients [17][22] - In Europe and the rest of the world, EPKINLY also saw strong growth through the partnership with AbbVie [22] - TIVDAK's demand growth was driven by the strength and breadth of accounts using the product, particularly in the gynecologic oncology space [23] Strategic Direction and Industry Competition - The company is focusing on maximizing the potential of its Phase 3 programs, including EPKINLY, Rina-S, and acasunlimab [12][32] - Genmab has terminated early-stage clinical programs (GEN1047, GEN3017, and GEN1056) and will not proceed with Phase 3 development for TIVDAK in second-line plus head and neck cancer [11] - The acquisition of ProfoundBio has enhanced Genmab's long-term growth potential, particularly in next-generation ADC platforms [27][43] Management Commentary on Operating Environment and Future Outlook - Management highlighted the strong performance of EPKINLY and TIVDAK, with consistent quarter-over-quarter growth [14][25] - The company expects continued strong growth for its own medicines, with around DKK 1.4 billion of growth from EPKINLY and TIVDAK in 2024 [38] - Genmab is committed to investing in Phase 3 trials for EPKINLY, Rina-S, and acasunlimab in 2025 [41] Other Important Information - The company plans to submit data for HexaBody-CD38 to J&J by the end of December 2024, with an opt-in decision expected by Q1 2025 [44] - Genmab will hold its annual R&D updates and data review event on December 11, 2024, which will be fully virtual [45] Q&A Session Summary Question: HexaBody-CD38 Data Disclosure - The top-line data for HexaBody-CD38 will be disclosed in the press release when J&J makes the opt-in decision, not at the time of data submission [47] Question: Rina-S and FR Alpha Expression - Rina-S has shown activity regardless of folate receptor alpha expression levels, with responses observed even in patients with expression below 25% [48] Question: TIVDAK Phase 3 Discontinuation - The decision to discontinue the Phase 3 trial for TIVDAK in head and neck cancer was based on strategic prioritization of the pipeline [52] Question: EPKINLY Commercial Potential - EPKINLY's major growth drivers are expected to be in the U.S. and Japan, with potential new approvals in follicular lymphoma (FL) and earlier lines of therapy [65] Question: 2025 Catalysts - Genmab expects further data on acasunlimab in lung cancer and updated data on Rina-S in ovarian carcinoma and other tumors in 2025 [69] Question: TIVDAK Cost Savings - The discontinuation of the TIVDAK Phase 3 trial will allow the company to reallocate resources to other Phase 3 programs, though specific cost savings were not detailed [70] Question: GEN1042 Next Steps - Genmab is collecting data on GEN1042 and will make a decision on next steps in the coming months [58] Question: HexaBody-CD38 Safety Profile - The company will not discuss HexaBody-CD38 safety data until J&J makes its opt-in decision [59] Question: Rina-S in Other Tumor Indications - Rina-S has shown activity in endometrial and non-small cell lung cancer, with potential for broader application across tumor types [84] Question: TIVDAK and KEYTRUDA Combination - The innovaTV 207 trial, exploring TIVDAK in combination with KEYTRUDA in frontline head and neck cancer, is ongoing [89] Question: Rina-S Trial Design - The Rina-S Phase 3 trial will not preselect patients based on folate receptor expression, though expression will be assessed in all patients [93] Question: Pipeline Reprioritization - Genmab has reprioritized its pipeline, discontinuing programs that did not meet internal differentiation criteria, while adding new programs like GEN1057 [100][101] Question: EPKINLY Patient Profile Evolution - EPKINLY is seeing broader patient populations, including those in earlier lines of therapy, with positive feedback from healthcare providers [102][103] Question: Autoimmune Disease Platform - Genmab is exploring innovative approaches to autoimmune diseases, including T-cell engagers and ADCs, though the focus remains on oncology for the near term [109][110]

Clarus Corporation (NASDAQ:CLAR) Q3 2024 Results Conference Call November 7, 2024 5:00 PM ET Company Participants Matt Berkowitz - External Director of Investor Relations Warren Kanders - Executive Chairman Mike Yates - Chief Financial Officer Mat Hayward - Managing Director of Clarus' Adventure Segment Neil Fiske - President of Black Diamond Equipment Conference Call Participants Jim Duffy - Stifel Laurent Vasilescu - BNP Paribas Mark Smith - Lake Street Operator Good afternoon, everyone, and thank you for ...