Arcturus Therapeutics (NasdaqGM:ARCT) FY Earnings Call Presentation
2026-01-13 01:15
NEXT GENERATION RNA MEDICINES January 2026 JP Morgan Healthcare Conference Forward Looking Statements This presentation contains forward-looking statements. These statements relate to future events and involve known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements to be materially different from any future performances or achievements expressed or implied by the forward-looking statements. Each of these statements is based only on current inf ...
Bio-Techne (NasdaqGS:TECH) Earnings Call Presentation
2026-01-13 01:00
Company Overview - Bio-Techne has approximately 3,100 employees and is headquartered in Minneapolis, MN[12] - The company's FY2025 revenues reached approximately $1.2 billion[13] - Bio-Techne's market capitalization is approximately $10 billion[13] Revenue Breakdown - Consumables accounted for 81% of FY2025 revenues[15] - Instrument-specific consumables represented 12% of FY2025 revenues[15] - Services contributed 9% to FY2025 revenues[15] - Royalties made up 2% of FY2025 revenues[15] Market Segmentation & Geography - Pharma/Biotech represents 51% of the market[18] - Diagnostics accounts for 16% of the market[18] - Academia comprises 20% of the market[18] - Distributors make up 13% of the market[18] - Americas account for 58% of the geographic market[18] - EMEA represents 27% of the geographic market[18] - China accounts for 8% of the geographic market[18] - APAC makes up 7% of the geographic market[18] Financial Performance - Revenue increased from $738 million in 2020 to $1.215 billion in 2025, representing approximately 10% growth[44] - Adjusted operating income increased from $246 million in 2020 to $384 million in 2025, representing approximately 9% growth[44] Market Opportunity - The company is addressing a $27 billion market growing at a high-single-digit rate[48] - The market for Discovery of Novel Biological Insights is $14 billion with high-single-digit growth[40] - The market for Development and Manufacturing of Advanced Therapeutics is $5 billion with approximately 20% growth[40] - The market for Enablement of Precision Dx is $8 billion with mid-single-digit growth[40]
Mettler-Toledo International (NYSE:MTD) FY Earnings Call Presentation
2026-01-13 00:30
January 12, 2026 JP Morgan Healthcare Conference Patrick Kaltenbach, CEO Safe Harbor Statement 2 Statements in this presentation which are not historical facts constitute "forward looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933 and Section 21E of the U.S. Securities Exchange Act of 1934. These statements involve known and unknown risks, uncertainties and other factors that may cause our or our businesses, actual results, levels of activity, performance or achievement ...
Merck & Co (NYSE:MRK) FY Earnings Call Presentation
2026-01-13 00:30
Business Strategy & Pipeline - The company is transforming its portfolio with a focus on innovation, expecting over 20 new launches, most with blockbuster potential[9] - The company is actively pursuing science-driven business development transactions to create value[9] - The company has invested over $60 billion since 2021 in business development[47] Financial Outlook - The commercial opportunity from new growth drivers has increased to over $70 billion, reflecting substantial progress[9] - The mid-2030s revenue opportunity from potential new growth drivers is estimated to be over 2X the consensus 2028 total KEYTRUDA sales, representing approximately $35 billion[49] - Ten key programs represent 70% of the >$70 billion commercial opportunity[51] Key Approvals & Data Readouts in 2025 - Significant approvals were achieved in Oncology, including KEYTRUDA QLEX and KEYTRUDA in earlier-stage cancers[10, 14] - WINREVAIR received a PAH label update (ZENITH) in the Cardiometabolic area[11, 24] - ENFLONSIA was approved for RSV in Infectious Disease[12, 25] Pipeline Development & Milestones - Approximately 80 Phase 3 studies are ongoing[9] - Multiple Phase 3 readouts are anticipated through 2027 across novel mechanisms[59] - Strategic business development is driving an increase in the mid-2030s commercial opportunity[64]
Nurix Therapeutics (NasdaqGM:NRIX) FY Earnings Call Presentation
2026-01-13 00:30
Bexobrutideg Clinical Trial and Data - Bexobrutideg achieved an 83% objective response rate (ORR) in relapsed/refractory CLL patients in Phase 1a trials[8, 26, 32, 40] - The median progression-free survival (PFS) for Bexobrutideg was 22.1 months across all doses tested in the Phase 1a study[8, 26, 32, 40] - In a Phase 1b randomized cohort, the 600 mg dose of Bexobrutideg showed an 83.3% objective response rate[37, 38] - Nurix initiated the pivotal DAYBreak-201 Phase 2 study to support accelerated approval of bexobrutideg in relapsed/refractory CLL[8, 43] - A confirmatory Phase 3 trial is planned to start in 2026 to position Bexobrutideg for full approval[58] Pipeline and Partnerships - Nurix has a strengthened financial position with $663.8 million in pro forma cash/investments[8] - Nurix earned $47 million in non-dilutive capital through discovery partnerships[8] - The IRAK4 degrader is in an ongoing Phase 1 SAD/MAD study with partner Gilead[8, 9] - The STAT6 degrader advanced to IND-enabling studies with partner Sanofi[8, 9] Bexobrutideg Mechanism and Advantages - Bexobrutideg is a BTK degrader that removes both BTK enzymatic activity and scaffolding functions, unlike BTK inhibitors[10, 12] - Bexobrutideg demonstrates superior mutational coverage compared to BTK inhibitors[19, 20] - Bexobrutideg is the only BTK degrader to demonstrate clinical activity in patients with CNS disease, including complete responses[22] Market and Strategy - The current BTK inhibitor market is annualizing at $12.5 billion, with approximately $9.5 billion in CLL[55] - Nurix has a clinical development plan addressing large segments of the CLL market as both a mono- and combo- therapy[54]
Enovis (NYSE:ENOV) FY Earnings Call Presentation
2026-01-13 00:30
2026 JP Morgan Healthcare Conference Damien McDonald Chief Executive Officer Ben Berry Chief Financial Officer Kyle Rose Vice President, Investor Relations Presentation Title is set in ALL CAPS Short description is set in sentence case This presentation includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements concerning Enovis' plans, g ...
IDEAYA Biosciences (NasdaqGS:IDYA) FY Earnings Call Presentation
2026-01-12 23:45
January 2026 Improving Lives Through Transformative Precision Medicines JPM 2026 | 44th Annual Healthcare Conference NASDAQ: IDYA Safe Harbor Statement Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to future events or the future financial performance of IDEAYA Biosciences, Inc. (the "Company") and involve known and unknown risks, uncertainties and other factors that may cause the actual results, levels of activity, perfor ...
Envista (NYSE:NVST) FY Earnings Call Presentation
2026-01-12 23:45
We partner with dental professionals to improve patients' lives JPM Healthcare Conference 01/01/2025 January 12, 2026 JPM Conference 2026 Forward looking statements/Non-GAAP financial measures FORWARD-LOOKING STATEMENTS Certain statements in this presentation are "forward-looking statements" within the meaning of the U.S. federal securities laws, including statements regarding future financial performance, and the objectives and expectations of management. Terminology such as "believe," "anticipate," "shoul ...
Amgen (NasdaqGS:AMGN) FY Earnings Call Presentation
2026-01-12 23:45
44TH ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE Provided January 12, 2026, as part of an oral presentation and is qualified by such, contains forward-looking statements, actual results may vary materially; Amgen disclaims any duty to update. 2 We Have a Broad and Deep Portfolio Across Four Therapeutic Areas ROBERT A. BRADWAY, Chairman and Chief Executive Officer January 12, 2026 Safe Harbor Statement This presentation contains forward-looking statements that are based on the current expectations and beliefs o ...
Guardant Health (NasdaqGS:GH) FY Earnings Call Presentation
2026-01-12 23:45
JP Morgan Healthcare Conference J anuary 12, 2026 Safe harbor and non-GAAP disclosures Certain statements in this presentation and the accompanying oral commentary are forward-looking statements within the meaning of federal securities laws. These statements relate to future events or Guardant Health, Inc. (the "Company")'s future results and involve known and unknown risks, uncertainties and other factors that may cause the actual results, levels of activity, performance or achievements of the Company or i ...