The New York Times - 14.11.2024
-· 2024-11-14 16:03
"All the News That's Fit to Print" PAGE BI murdered Gits frontwoman. THE WEATHER Today, some sun early then turning cloudy, chilly, high 48. Tonight, udy for much of the night, low 40. Tomorrow, partly sunny, windy, high 56. Weather map is on Page A20. | --- | --- | --- | --- ...
The Wall Street Journal-14.11.2024
-· 2024-11-14 16:03
D DOM JONES What's News Gold Miners Steal 3 Tons and Counting s 2024 Dow Jones & Company, Inc. All Rights Reserved ******** THURSDAY, NOVEMBER 14, 2024 ~ VOL. CCLXXXIV NO. 116 WSJ.com HHHH $5.00 DJIA 43958.19 À 47.21 0.11% NASDAQ 19230.74 g 0.3% STOXX 600 501.59 g 0.1% 10-YR. TREAS. g 5/32 , yield 4.448% OIL $68.43 À $0.31 GOLD $2,580.80 g $19.20 EURO $1.0565 YEN 155.49 Fed Rate Cut Remains on Track A 2.6% increase in consumer prices is unlikely to derail move in December change from a year earlier *Exclude ...
The Washington Post-14.11.2024
-· 2024-11-14 16:03
Prices may vary in areas outside metABCD ropolitan Washington. ESU v1 v2 v3 v4 Rain 54/46 • Tomorrow: Mostly cloudy, windy 59/46 B6 Democracy Dies in Darkness thursday, november 14, 2024 . $3 Thune to lead GOP's Senate majority McConnell ally pledges to back Trump as incoming president demands fealty BY LIZ GOODWIN, DYLAN WELLS AND MARIANNE LEVINE Senate Republicans on Wednesday chose Sen. John Thune of South Dakota to be their new leader, rejecting an outside pressure campaign from Donald Trump's allies to ...
Moderna, Inc. (MRNA) UBS Global Healthcare Conference (Transcript)
2024-11-14 03:16
Moderna, Inc. (NASDAQ:MRNA) UBS Global Healthcare Conference November 13, 2024 6:30 PM ET Company Participants Jamey Mock - Chief Financial Officer Conference Call Participants Eliana Merle - UBS Eliana Merle Good afternoon, everyone. Thank you for joining us at the UBS Healthcare Conference. I'm Eliana Merle. I'm one of the biotech analysts here at UBS. Very happy to have Moderna here with us today for fireside chat. Joining us from Moderna is Jamey Mock, Chief Financial Officer. Jamey, thank you so much f ...
Pfizer Inc. (PFE) UBS Global Healthcare Conference (Transcript)
2024-11-14 00:23
Company and Industry Overview * **Company**: Pfizer Inc. (NYSE:PFE) * **Industry**: Biopharmaceuticals, Pharmaceuticals Key Points and Arguments 1. **Year-to-Date Performance**: * Pfizer has had a strong year, with a particularly strong third quarter. * The company has made progress on several key priorities, including: * Establishing world-class leadership in Oncology through the successful integration of Seagen. * Advancing its pipeline, with good momentum in both oncology and non-oncology areas. * Accelerating the growth of new products, with strong momentum across a wide range of products. * Expanding margins, on track to deliver the expected $4 billion in net savings. * Allocating shareholder capital effectively, with a commitment to growing dividends and deleveraging. * The company has continued to make progress against these priorities every quarter. 2. **New Role for Aamir Malik**: * Malik recently took on the role of Chief U.S. Commercial Officer, with a focus on: * Ensuring the right team is in place. * Managing the U.S. primary care and specialty care business. * Managing global platforms of access, medical, and marketing. * Prioritizing products and allocating resources effectively. * Driving growth across the portfolio. 3. **COVID-19 Business**: * Pfizer's COVID-19 business is becoming more stable and normal. * COMIRNATY has achieved strong market share, with 60% in retail and greater than 60% in non-retail. * PAXLOVID has seen high utilization during outbreaks, with a treatment rate of 57% this year compared to 50% last year. 4. **Pipeline and Pipeline Priorities**: * Pfizer has a rich pipeline of products, with several key assets: * Breast and thoracic cancer ADCs and small molecules. * Ponsegromab for cancer cachexia and heart failure. * Vaccines, including fourth- and fifth-generation PCV vaccines, Lyme disease, C. diff, and strep b maternal vaccines. * Obesity treatment, with a focus on the DANUBE study. 5. **IRA and Pipeline Decisions**: * IRA will have a mixed impact on Pfizer's portfolio, with both pushes and pulls. * The company is managing the impact of IRA through various strategies, including: * Prioritizing pipeline decisions based on the 9-year and 13-year dynamics. * Investing in large molecule drugs. * Managing the impact of IRA on individual products. 6. **Product Performance**: * Seagen has been a successful acquisition, with strong performance and a rich pipeline of products. * Prevnar PCV20 has achieved strong market share in the pediatric market, with 83% market share in September. * RSV vaccines have seen challenges, but Pfizer has executed well and is well positioned for future growth. * ABRYSVO maternal has seen strong uptake, with 20% in the eligible population. 7. **Divestment and Business Development**: * Pfizer is always evaluating its portfolio and considering divestment opportunities. * The company is committed to a growing dividend. * Pfizer will continue to be active in business development, focusing on capital-light deals in the short term. Additional Important Points * Pfizer is committed to pro-innovation and pro-patient policies. * The company is advocating for PBM reform to ensure appropriate access for patients. * Pfizer is well positioned for future growth, with a strong pipeline and a focus on executing effectively.
Amgen Inc. (AMGN) UBS Global Healthcare Conference (Transcript)
2024-11-13 21:19
Amgen Inc. (NASDAQ:AMGN) UBS Global Healthcare Conference November 13, 2024 1:15 PM ET Company Participants Peter Griffith - CFO Narimon Honarpour - SVP, Global Development Justin Claeys - VP, IR Conference Call Participants Trung Huynh - UBS Trung Huynh Okay, great. I think that's quarter past. Good morning, everyone. My name is Trung Huynh, I'm the large cap pharma, biopharma analyst here at UBS. It's my great pleasure to welcome team Amgen. We've got Peter Griffith here, CFO of the company. We're also jo ...
Merck & Co., Inc. (MRK) UBS Global Healthcare Conference (Transcript)
2024-11-13 21:03
Merck & Co., Inc. (NYSE:MRK) UBS Global Healthcare Conference November 13, 2024 12:30 PM ET Company Participants Jannie Oosthuizen - President of Human Health of the U.S. Joerg Koglin - SVP of Clinical Research Conference Call Participants Trung Huynh - UBS Trung Huynh Okay, great. I think we're at time here. Good morning, everyone. My name is Trung Huynh. I'm the large cap pharma analyst here at UBS. It's my pleasure to welcome today Jannie Oosthuizen, I think that's how you pronounce it, President of Hum ...
Northrop Grumman Corporation (NOC) Baird 2024 Global Industrials Conference (Transcript)
2024-11-13 18:34
Northrop Grumman Corporation (NYSE:NOC) Baird 2024 Global Industrials Conference November 13, 2024 10:05 AM ET Company Participants Kathy Warden - Chair, Chief Executive Officer & President Conference Call Participants Peter Arment - Baird Peter Arment Good morning, everyone. Thanks for joining this morning. My name is Peter Arment, I’m Senior Aerospace Defense analyst here at Baird. We are delighted to have with us this morning, Northrop Grumman Corporation. And with us from Northrop Grumman, we have Kath ...
EOG Resources, Inc. (EOG) BofA Global Energy Conference Transcript
2024-11-13 17:26
EOG Resources, Inc. (NYSE:EOG) BofA Global Energy Conference November 13, 2024 10:40 AM ET Company Participants Jeff Leitzell - Chief Operating Officer Conference Call Participants Kalei Akamine - Bank of America Kalei Akamine As we're going to get started with the next session. So this morning, we have EOG Resources. EOG, as you know, is the gold standard in US E&P. They've got growth and duration and the best-in-class Delaware. And this platform allows them to pursue some interesting options in respect of ...
CSX Corporation (CSX) Baird 2024 Global Industrials Conference (Transcript)
2024-11-13 16:48
CSX Corporation (NASDAQ:CSX) Baird 2024 Global Industrials Conference November 13, 2024 8:55 AM ET Company Participants Michael Cory - Executive Vice President and Chief Operating Officer Sean Pelkey - Executive Vice President and Chief Financial Officer Conference Call Participants Garrett Holland - Baird Garrett Holland All right. Good morning, everyone. My name is Garrett Holland, Senior Analyst covering Transportation and Logistics here at Baird. We appreciate you being here at the conference. It's gr ...