Roivant Sciences(ROIV) - 2026 Q2 - Earnings Call Presentation
2025-11-10 13:00
Business Highlights - Roivant anticipates an NDA filing for brepocitinib in dermatomyositis (DM) in the first half of 2026 [14] - Positive Phase 3 VALOR study results for brepocitinib in DM showed statistically significant benefit on all 10 ranked endpoints [13] - Durable remission data in Graves' disease (GD) and positive Phase 3 batoclimab data in Myasthenia Gravis (MG) and Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) were unveiled [13] - A favorable Markman ruling was issued for Genevant in the Pfizer case [13] Pipeline Progress - Registrational trials have been initiated in GD, MG, CIDP, Difficult-to-Treat Rheumatoid Arthritis (D2T RA), and Sjögren's disease (SjD); a Proof of Concept (POC) trial has been initiated in Cutaneous Lupus Erythematosus (CLE) [13] - The company is focusing on clinical trial execution to drive significant potential value, with 11 registrational trials in indications with blockbuster potential [18] - In the VALOR study, brepocitinib 30 mg showed a mean Total Improvement Score (TIS) of 46.5, a delta of >15 points (p=0.0006) relative to placebo at week 52 (TIS of 31.2) [24] - Approximately 50% of responders in the batoclimab Graves' disease study achieved Anti-Thyroid Drug (ATD)-free remission at Week 48 [61] Financial Status - Roivant reported a strong capital position with $4.4 billion in cash balance as of September 30, 2025 [13, 73] - Research and Development (R&D) expense was $165 million, with an adjusted R&D expense of $153 million (non-GAAP) for the three months ended September 30, 2025 [73] - General and Administrative (G&A) expense was $143 million, with an adjusted G&A expense of $72 million (non-GAAP) for the same period [73]
InflaRx (NasdaqGS:IFRX) Earnings Call Presentation
2025-11-10 13:00
INF904 Topline Phase 2a Data Hidradenitis suppurativa (HS) & chronic spontaneous urticaria (CSU) NOVEMBER 10, 2025 NIELS RIEDEMANN, M.D., PH.D. 1 Speakers PROF. JOHN INGRAM Clinical Professor & Consultant Dermatologist, Cardiff University & Specialty Lead for Dermatology, Health and Care Research Wales CAMILLA CHONG, M.D. Chief Medical Officer, InflaRx Chief Executive Officer, Founder, InflaRx This presentation contains forward-looking statements. All statements other than statements of historical fact are ...
Aeries Technology(AERT) - 2026 Q2 - Earnings Call Transcript
2025-11-10 13:00
Aeries Technology (NasdaqCM:AERT) Q2 2026 Earnings Call November 10, 2025 07:00 AM ET Speaker0Good day, and welcome to Ares Technologies Second Quarter Fiscal twenty twenty six Earnings Conference Call. Joining us today are Ares' Chief Executive Officer, Ajay Kare and Chief Financial Officer, Daniel Webb. The call will review the results for the quarter ended 09/30/2025, and outline strategic priorities that are shaping the next stage of our growth. Before we begin, please note that today's discussion conta ...
BITDEER(BTDR) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Financial Performance - Total revenue for Q3 2025 was $169.7 million[9, 11], a significant increase compared to $62.0 million in Q3 2024[9] - Adjusted EBITDA for Q3 2025 reached $43.0 million[9, 11], a substantial improvement from $(7.9) million in Q3 2024[9] - The company reported a net loss after tax of $266.7 million for Q3 2025[11] - Cash and cash equivalents stood at $196.3 million, with a crypto balance of $246.2 million[11] Operational Highlights - Self-mining operations saw a significant increase, with the number of BTC mined rising from 565 in Q2 2025 to 1,109 in Q3 2025[13], a roughly 96% increase - The company achieved a hash rate of 41.2 EH/s as of October 31, 2025[11], compared to 14.2 EH/s in October 2025[13], a roughly 190% increase - Sales of SEALMINERs contributed $11.4 million in revenue from 0.8 EH/S of mining rigs sold in Q3 2025[15] Strategic Initiatives and Infrastructure - The company is expanding its HPC/AI strategy across multiple initiatives[11, 22] - The Clarington, Ohio site with 570 MW electrical capacity is expected to be available by Q3 2026[11, 32] - The company has a global scale with a strong power pipeline, aiming to have 2.1 GW of power capacity online by Q4 2026[60]
Townsquare Media(TSQ) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Company Overview & Financial Highlights - Townsquare is a community-focused digital and broadcast media company primarily operating outside the top 50 US markets[12] - As of LTM 9/30/25, net revenue was $439 million and adjusted EBITDA was $98 million[16] - Digital net revenue reached $238 million, contributing 54% of total net revenue and 53% of segment profit as of LTM 9/30/25[18] - Digital subscription solutions (Townsquare Interactive) accounted for 18% of total revenue and 27% of adjusted EBITDA as of LTM 9/30/25[18] - The company offers a quarterly dividend of $020 per share, or $080 per share on an annualized basis, representing approximately a 13% dividend yield as of November 7, 2025[17] Digital Segment Performance - Digital advertising revenue for LTM 9/30/25 was $162 million with a segment profit of $39 million and a 24% profit margin[24, 64] - Subscription digital marketing solutions generated $76 million in net revenue and $24 million in segment profit for LTM 9/30/25[24] - September YTD 2025, total digital revenue was $176 million, accounting for 55% of total revenue, with a segment profit of $461 million, also representing 55% of total segment profit[32] Broadcast & Future Outlook - Broadcast advertising net revenue was $185 million ex-political, with a segment profit of $50 million and a 27% profit margin for LTM 9/30/25[27] - The company's Q3 2025 net revenue was $1068 million, a 7% decrease year-over-year, but only a 45% decrease excluding political revenue[133] - Q4 2025 net revenue is guided to be between $105 million and $109 million, compared to $1178 million in Q4 2024[138]
EVgo (EVGO) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Financial Performance - Q3 2025 revenue reached $92 million, a 37% increase compared to Q3 2024[11] - Adjusted EBITDA improved by $39 million in Q3 2025 compared to Q3 2024[11] - Charging Network Gross Margin improved by 110 bps in Q3 2025[58] - Adjusted General and Administrative Expenses as a Percentage of Revenue decreased by 550 bps in Q3 2025[59] - Adjusted EBITDA loss improved 44% in Q3 2025[59] Operational Growth - Stalls in operation increased by 25%, reaching 4,590[11] - Public network throughput increased 13x[58] - The company anticipates Adjusted EBITDA breakeven in Q4 2025[64] Strategic Initiatives - The company closed a commercial bank facility and received the first two draws[13] - The company launched additional sites with J3400 (NACS) connectors[13] - The company expects 40% capital offsets for 2025 vintage capex per stall[42]
Cogent Biosciences (NasdaqGS:COGT) Earnings Call Presentation
2025-11-10 13:00
Peak Trial: Bezuclastinib + Sunitinib in Gastrointestinal Stromal Tumors (GIST) Top-Line Results Investor Webcast November 10, 2025 Forward-Looking Statements and Risk Factors These statements are based on estimates and information available to us at the time of this presentation and are not guarantees of future performance. Actual results could differ materially from our current expectations as a result of many risks and uncertainties, including but not limited to, risks associated with: the potential impa ...
Tenaya Therapeutics (NasdaqGS:TNYA) Earnings Call Presentation
2025-11-10 13:00
Scaling new heights in the fight against heart disease November 10, 2025 Forward-looking statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management's beliefs and assumptions and on information currently available to our management. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or qua ...
Joint Stock Company Kaspi.kz(KSPI) - 2025 Q3 - Earnings Call Presentation
2025-11-10 13:00
Q3 2025 Financial Performance - Kaspi.kz's Total Payment Value (TPV) increased by 18% year-over-year (YoY)[10] - Kaspi.kz's Revenue increased by 10% YoY[10] - Kaspi.kz's Net Income increased by 12% YoY[10] Marketplace Platform Growth - Marketplace purchases increased by 36% YoY in 3Q'25[93] - Excluding smartphones, Marketplace Gross Merchandise Value (GMV) increased by 20% YoY[96] - e-Commerce GMV increased by 25% YoY excluding smartphones[99] Fintech Platform Performance - Total Finance Value (TFV) increased by 16% YoY[114] - Average net loan portfolio increased by 30% YoY[117] - Deposits increased by 18% YoY[117] - Fintech revenue increased by 24% YoY adjusting for higher interest rates[122] Hepsiburada Performance - Hepsiburada purchases increased by 16% in 3Q'25[64, 128] - Hepsiburada GMV increased by 15% in 3Q'25[131] - Hepsiburada revenue increased by 22% YoY[134]
VEON .(VEON) - 2025 Q3 - Earnings Call Transcript
2025-11-10 13:00
VEON (NasdaqCM:VEON) Q3 2025 Earnings Call November 10, 2025 07:00 AM ET Speaker1Hello. Good afternoon and good morning to everyone. Thank you for joining us today for VEON's third quarter 2025 results for the period ending 30th September 2025. My name is Anand Ramachandran, Chief Corporate Development Officer for VEON. Allow me to introduce our senior management in the room today. Next to me is Mr. Kaan Terzioğlu, Group CEO, and next to him, Mr. Burak Özer, Group CFO. Today's presentation, as usual, will b ...