Atour Lifestyle Holdings Limited (NASDAQ:ATAT) Q4 2024 Results Conference Call March 25, 2025 7:00 AM ET Company Participants Luke Hu - Senior IR Manager Haijun Wang - Founder, Chairman & Chief Executive Officer Jianfeng Wu - Co-Chief Financial Officer Conference Call Participants Dan Chi - Morgan Stanley Simon Cheung - Goldman Sachs Sijie Lin - CICC Lydia Ling - Citi Xin Chen - UBS Ronald Leung - Bank of America Operator Thank you for standing by, and welcome to Atour Lifestyle Holdings Fourth Quarter and ...

Pony AI Inc. (NASDAQ:PONY) Q4 2024 Results Conference Call March 25, 2025 8:00 AM ET Company Participants George Shao - Head of Capital Markets & Investor Relations James Peng - Chairman of the Board, Co-founder & Chief Executive Officer Tiancheng Lou - Director, Co-founder & Chief Technology Officer Leo Wang - Founding Member & Chief Financial Officer Conference Call Participants Verena Jeng - Goldman Sachs Ming-Hsun Lee - Bank of America Bin Wang - Deutsche Bank Purdy Ho - Huatai Securities Operator Ladie ...

Faten Freiha Good morning. This is Faten Freiha, VP of Investor Relations. Thank you for joining today's first quarter earnings call. To accompany this call, we've posted a set of slides on our IR website, ir. mccormick. com. With me this morning are Brendan Foley, Chairman, President and CEO; and Marcos Gabriel, Executive Vice President and CFO. During this call, we will refer to certain non-GAAP financial measures. The nature of those non-GAAP financial measures and the related reconciliations to the GAAP ...

Enerpac Tool Group Corp. (NYSE:EPAC) Q2 2025 Earnings Conference Call March 25, 2025 8:30 AM ET Company Participants Travis Williams - Senior Director of Investor Relations Paul Sternlieb - President and Chief Executive Officer Darren Kozik - Executive Vice President and Chief Financial Officer Conference Call Participants Will Gildea - CJS Securities Tom Hayes - C.L. King Steve Silver - Argus Research Operator Ladies and gentlemen, thank you for standing by. Welcome to Enerpac Tool Group's Second Quarter F ...

PAVmed Inc. (NASDAQ:PAVM) Q4 2024 Earnings Conference Call March 25, 2025 8:30 AM ET Company Participants Matt Riley - Senior Director of IR Lishan Aklog - Chairman and CEO Dennis McGrath - CFO Conference Call Participants Jeremy Pearlman - Maxim Group Matthew Park - Cantor Fitzgerald Ed Woo - Ascendiant Capital Operator Good morning, and welcome to PAVmed's Fourth Quarter 2024 Business Update Conference Call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a q ...

BitFuFu Inc. (NASDAQ:FUFU) Q4 2024 Earnings Conference Call March 25, 2025 8:00 AM ET Company Participants Charley Brady - Vice President, Investor Relations. Lu Leo - Chairman and CEO Calla Zhao - Chief Financial Officer Conference Call Participants Operator Good day and thank you for standing by. Welcome to BitFuFu’s Full Year 2024 Earnings Conference Call. All participants are in a listen only mode. Please be advised today’s conference is being recorded. I’d now like to hand the conference over to your f ...

Financial Data and Key Metrics Changes - Net revenue for Q4 2024 was $31.2 million, and for the full year 2024, it was $43.5 million, both exceeding Wall Street consensus [8][22] - The company achieved its first profitable commercial quarter with a net income of $13.5 million, compared to a net loss of $14.8 million in Q4 2023 [22] - Operating expenses in Q4 2024 increased by 9% to $17.1 million compared to $15.7 million in Q4 2023, driven by higher selling and marketing and G&A expenses [23] - Full year 2024 total operating expenses amounted to $62.6 million, an increase of 28% from $49 million in 2023 [26] Business Line Data and Key Metrics Changes - The outpatient segment was the primary driver of revenue growth, with strong uptake from US Renal Care and other customers [9] - Inpatient utilization is expected to increase as the new inpatient sales team becomes active, with a focus on larger hospitals and VA facilities [12][13] Market Data and Key Metrics Changes - The company anticipates net revenue from existing purchasing customers for the first six months of 2025 to be in the range of $50 million to $60 million, with over $33 million expected in Q1 [9] - The company noted that DefenCath's net selling price has remained stable, but some net price erosion is expected starting in Q2 2025 [10] Company Strategy and Development Direction - CorMedix is focused on expanding the use of DefenCath to new therapeutic indications and increasing its existing customer base [32] - The company is reorganizing its inpatient commercialization strategy and partnering with Syneos Health to build a dedicated inpatient field team [12][13] - Clinical developments include a Phase 3 study for reducing CLABSIs in TPN patients, with an expected FDA submission by the end of 2026 [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential for new patient growth and the importance of large dialysis organization customer implementation for future volume growth [11] - The company is preparing for increased R&D spending on clinical initiatives in 2025, with cash operating expenses expected to be between $72 million and $78 million [30] Other Important Information - The company has cash and cash equivalents of $51.7 million as of December 31, 2024, and anticipates completing Q1 2025 with at least $75 million [29][30] - The company is fielding a high number of requests for participation in an expanded access program for high-risk populations [20] Q&A Session Summary Question: What are the first steps for the inpatient sales team once they're fully launched? - Management indicated that the team will focus on large academic medical centers and support hospitals that are already in the P&T process [34][38] Question: Can you elaborate on the expected net price erosion starting in Q2? - Management noted that while they cannot provide an exact percentage, they expect some discounts and rebates off government ASP, with a stable outlook for the next quarter [40][42] Question: Can you provide an update on the contracted LDO's process and interactions? - Management confirmed ongoing support and information requests from the contracted LDO, expressing hope for implementation by midyear [49][51] Question: What is the current business mix between various MDOs? - Management stated that US Renal Care remains over 80% of orders, but this percentage is decreasing [80] Question: How does the recent FDA acknowledgment of bloodline shortages impact DefenCath? - Management indicated that there would likely be no impact on DefenCath utilization due to alternative manufacturers available [70][72]

Viomi Technology Co., Ltd (NASDAQ:VIOT) Q4 2024 Earnings Conference Call March 25, 2025 8:00 AM ET Company Participants Claire Ji - IR Director Xiaoping Chen - Founder, Chairman of the Board of Directors, and CEO Sam Yang - Head, Capital and Investment Department Conference Call Participants Liu Jingsheng - CICC Brian Lantier - Zacks Small Cap Research Operator Hello, ladies and gentlemen, thank you for standing by for Viomi Technology Co. , Ltd Earnings Conference Call for the Second-Half and Full Year 202 ...

Atossa Therapeutics, Inc. (NASDAQ:ATOS) Q4 2024 Earnings Conference Call March 25, 2025 8:30 AM ET Company Participants Michael Parks - VP of Investor and Public Relations Steven Quay - President and CEO Heather Rees - CFO Conference Call Participants Emily Bodnar - H.C. Wainwright Edward Woo - Ascendiant Capital Operator Good morning, everyone, and welcome to the Atossa Therapeutics Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Joelle, and I will be your conference operator today. ...

Financial Performance and Key Metrics - The company generated net revenue of $86.7 million for the full-year 2024, representing growth of 33% year-over-year [7] - Adjusted EBITDA for 2024 was $2.7 million, an increase of $2.6 million compared to 2023 [8] - As of December 31, 2024, the company had $15.9 million in cash and $24.5 million available for future borrowings [9] Business Segment Performance - In the Sanara Surgical segment, net revenue increased by 39% year-over-year to $76.1 million, while bone fusion products saw a 6% increase to $10.5 million [7] - The Tissue Health Plus segment continued to incur losses as investments were made in preparation for commercialization [8][9] - Fourth quarter net revenue for the Sanara Surgical segment was $23.5 million, a 56% increase year-over-year [15] Market Data and Key Metrics - The company expanded its distributor network to over 350 partners by year-end 2024, up from more than 250 in 2023 [18] - Products were sold in over 1,300 facilities by year-end 2024, an increase from over 1,000 in 2023 [21] Company Strategy and Industry Competition - The company is focused on empowering physicians to improve patient outcomes while reducing healthcare costs, aiming for long-term growth and shareholder value [12] - A strategic partnership with Biomimetic Innovations was announced, which includes exclusive rights to market innovative products in the U.S. [29] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to enhance sales coverage and market penetration in 2025 [12] - The company plans to launch its first pilot program in the Tissue Health Plus segment during the second quarter of 2025 [27] Other Important Information - The company submitted 11 provisional patent applications in 2024, covering innovations in antimicrobial technologies and hydrolyzed collagen [11] - The company amended the terms of its CRG term loan to provide more flexibility for future borrowings [44] Q&A Session Summary Question: What is the game plan for ChemoMouthpiece in 2025? - Management indicated that the ChemoMouthpiece is being introduced to the market, with health economics and clinical study results expected soon [50][51] Question: How will success be measured for the THP pilot launch? - Success will be measured by the integration with the pilot customer's systems and the standardization of clinical workflows [56] Question: What business development efforts are in place beyond the initial pilot? - Significant efforts have been made in commercial development, including creating a value-based pricing model and recruiting a sales team [66]