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Zai Lab (NasdaqGM:ZLAB) FY Earnings Call Presentation
2026-01-13 23:00
Company Strategy & Pipeline - Zai Lab is executing a dual-engine growth strategy, leveraging a commercially profitable China platform to power global innovation, with the first U S approval expected by 2028[6] - The company aims to expand its global pipeline to over 9 indications in development by 2030[10, 12] - Zai Lab is focused on oncology and immunology, utilizing next-generation biologic modalities like ADCs and BsAbs, targeting validated targets with proven biology[16] Zoci (ZL-1310) Development - Zoci, a DLL3 ADC, is in a pivotal study and shows data supportive of potential best-in-class status[10] - In 2L SCLC, Zoci demonstrated a 68 4% ORR (Objective Response Rate)[32] - Grade ≥3 TRAEs (Treatment-Related Adverse Events) were 13% with Zoci at the selected Phase 3 dose[32] - Zai Lab anticipates a potential first global approval for Zoci in 2028, targeting a $9+ billion total addressable market across SCLC & NEC[40] Financial Position - The company reported a robust cash position of $817 2 million as of September 30, 2025[10, 20] - 48% of revenue was invested in R&D in 9M 2025[70] ZL-1503 (IL13/IL31R) Development - ZL-1503, a dual IL-13 / IL-31R bispecific antibody, is in a global Phase 1/1b study for Mod-to-Sev AD (Atopic Dermatitis)[19, 49] - Preclinical data showed rapid itch suppression sustained for up to 133 days in non-human primates[50]
Siemens Healthineers (OTCPK:SEMH.F) FY Earnings Call Presentation
2026-01-13 23:00
Siemens Healthineers AG J.P. Morgan Healthcare Conference, January 13, 2026 Unrestricted © Siemens Healthineers, 2026 Unrestricted © Siemens Healthineers, 2025 This webcast has been provided solely for use at this meeting. By attending the meeting or accessing this webcast, you agree to be bound by the following limitations. This webcast is provided in conjunction with an oral presentation and should not be taken out of context. This webcast serves for information purposes only and the information contained ...
BioNTech (NasdaqGS:BNTX) FY Earnings Call Presentation
2026-01-13 22:15
Translating Science into Survival Prof. Dr. Ugur Sahin, M.D., CEO & Co-founder, BioNTech 44th J.P. Morgan Healthcare Conference January 13, 2026 This Slide Presentation Includes Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, but not limited to, statements concerning: BioNTech's expected revenues and net profit/(loss) related to sales of BioNTech's COVID-19 vaccine, referred to ...
Repligen (NasdaqGS:RGEN) FY Earnings Call Presentation
2026-01-13 22:15
Company Overview - Repligen is a pure-play bioprocessing company aiming to be the global innovation leader in the field [5, 7] - The company's revenue for FY25 is guided at $733 million [8] Growth and Market Position - Repligen has experienced an 18% Compound Annual Growth Rate (CAGR) in revenue since 2019, growing from $270 million to $733 million in 2025 [19] - The company operates in a large and growing bioprocessing market, estimated to be over $20 billion [22] - Repligen's Total Addressable Market (TAM) has significantly expanded from ~$3 billion in 2019 to $13 billion+ in 2025 [23] Diversification and Innovation - The top 10 customers account for 35% of revenue in 2025, indicating a diversified customer base [28] - New modalities represent 16% of revenue in 2025, compared to 5% in 2015, showing diversification in therapeutic areas [28] - Approximately 80% of Repligen's portfolio is differentiated, with new product introductions driving growth [43] - Revenue contribution from products launched in the trailing three years is approximately 10% in 2025 [46] Financial Targets and Margins - The company is targeting a ~30% adjusted EBITDA margin [11, 67] - Repligen anticipates a mid-teens revenue CAGR, driven mostly by organic growth, with modest M&A activity [63] - For FY25, revenue is projected to be between $729 million and $737 million, representing a reported growth of 15%-16% [84]
Eli Lilly and Company (NYSE:LLY) FY Earnings Call Presentation
2026-01-13 22:15
Not for promotional use Safe Harbor Provision and Other Information This presentation contains forward-looking statements that are based on management's current expectations, but actual results may differ materially due to various factors. The company's results may be affected by factors including, but not limited to, the risks and uncertainties in pharmaceutical research and development; competitive developments; regulatory actions; litigation and investigations; business development transactions; trade an ...
Wave Life Sciences (NasdaqGM:WVE) FY Earnings Call Presentation
2026-01-13 22:15
Wave Life Sciences J.P. Morgan Healthcare Conference January 13, 2026 Forward-looking statements Translating genetic insights into potentially best-in-class medicines This document contains forward-looking statements. All statements other than statements of historical facts contained in this document, including statements regarding possible or assumed future results of operations, preclinical and clinical studies, business strategies, research and development plans, collaborations and partnerships, regulato ...
Avanos Medical (NYSE:AVNS) FY Earnings Call Presentation
2026-01-13 22:15
These statements are subject to risks and uncertainties that could cause our actual results to differ materially from those expressed or implied in such statements, including risks related to changes in the competitive environment; market demand and pricing pressure; cost containment measures that could adversely affect the price of or demand for our products; raw material, energy, and other input costs; supply chain disruptions (including availability of drugs used in our Surgical Pain and Recovery product ...
crete Pumping (BBCP) - 2025 Q4 - Earnings Call Presentation
2026-01-13 22:00
NASDAQ: BBCP INVESTOR PRESENTATION | January 2026 Disclaimer Forward-Looking Statements This investor presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. The Company's actual results may differ from expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as "expect," "estimate," "project," "budget," "f ...
Veeva Systems (NYSE:VEEV) FY Earnings Call Presentation
2026-01-13 21:30
J.P. Morgan Healthcare Conference January 13, 2026 Brian Van Wagener Chief Financial Officer Safe Harbor and Other Information This presentation and associated commentary contain forward-looking statements regarding Veeva's future plans and expected performance, market size and opportunity, and financial outlook, including guidance provided as of November 20, 2025, about Veeva's expected future financial results and long-term financial goals for 2030. These statements are based on our current expectation an ...
Denali Therapeutics (NasdaqGS:DNLI) FY Earnings Call Presentation
2026-01-13 21:30
Key Objectives & Platform - Denali aims to transform lives by delivering biotherapeutics to the whole body, including the brain[11] - The company's TransportVehicle (TV) platform enables systemic delivery of biologics to the brain and other hard-to-target tissues[12, 24] - Denali's TransportVehicle has demonstrated best-in-class properties for brain delivery, modularity, and safety[50] Near-Term Commercial Opportunities - Denali anticipates launching tividenofusp alfa (DNL310) in 2026 and DNL126 in 2027, establishing a commercial foundation for the Enzyme TransportVehicle (ETV) franchise[13] - Tividenofusp alfa has a PDUFA target action date of April 5, 2026, for accelerated approval[61, 81] - The ETV franchise targets lysosomal storage disorders (LSDs), with a combined market opportunity exceeding $1 billion for MPS II and MPS IIIA[13, 107] Pipeline & Milestones - Denali has a broad clinical-stage pipeline, including programs for Alzheimer's disease, with several near-term milestones expected[14] - The company anticipates an approval decision for tividenofusp alfa, ETV:SGSH Phase 1/2 data, and initiation of Phase 1 studies for OTV:MAPT, ATV:Abeta, and ETV:GAA in the first half of 2026[16] - Denali is developing the next generation of enzyme replacement therapies designed to treat brain and body manifestations of serious genetic diseases[61, 64] Financial Position - Denali has a strong financial foundation with approximately $873 million in cash and investments as of Q3 2025, plus $488 million from royalty financing and an equity capital raise in December 2025[146]