Emergent BioSolutions (NYSE:EBS) FY Earnings Call Presentation
2026-01-15 01:15
Combating Public Health Threats for Communities Around the World Company Overview 44th Annual J.P. Morgan Healthcare Conference Joe Papa President and Chief Executive Officer January 14, 2026 1 1 Safe Harbor Statement/Trademarks This presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. All statements, other than statements of historical fact, including statements regarding the future performance of the Company or any of our ...
Neogen (NasdaqGS:NEOG) FY Earnings Call Presentation
2026-01-15 01:15
Unlocking Neogen's Potential J.P. Morgan Healthcare Conference January 14, 2026 © 2026 Neogen Corporation. All rights reserved. | 1 Disclaimer Forward-Looking Statements This presentation includes "forward-looking statements" as that term is defined in Section 21E of the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on Neogen's current expectations and are subject to risks and uncertainties, which could cause a ...
Myriad Genetics (NasdaqGS:MYGN) FY Earnings Call Presentation
2026-01-15 01:15
Financial Performance and Guidance - Preliminary Q4 2025 total revenue is expected to be between $207 million and $209 million, and full year 2025 revenue between $822 million and $824 million[51] - Total test volume growth for 2025 is approximately 1% year-over-year, with Hereditary Cancer showing 7% growth, Mental Health 6% growth, and Prenatal Health a (4)% decrease[51] - 2026 total revenue guidance is set at $860 million to $880 million, reflecting approximately 6% growth compared to the midpoint of the preliminary 2025 revenue range[53] - Adjusted gross margin for 2026 is projected to be between 68% and 69%[53] - Adjusted EBITDA for 2026 is expected to be between $37 million and $49 million, representing approximately 43% growth over the midpoint of the previous full year 2025 guidance range[53] - The company is targeting high single-digit to low double-digit percentage annual revenue growth in the long term[60] Strategic Focus and Market Expansion - The company is prioritizing the Cancer Care Continuum to drive accelerated growth and profitability[11, 60] - The company plans to leverage market-leading positions and new products to accelerate growth in markets such as Hereditary Cancer Testing (HCT), therapy selection, prostate cancer, and molecular residual disease (MRD)[13] - The total addressable market (TAM) for therapy selection, HRD (Homologous Recombination Deficiency) & CGP (Comprehensive Genomic Profiling) is estimated at $8 billion, with an estimated annual market growth of 14-17%[13] - The MRD market has a TAM of $21 billion with an estimated annual market growth of 15-20%[13] - The company is expanding its testing menu to serve more of the Cancer Care Continuum, including hereditary cancer screening, diagnosis & therapy selection, and molecular residual disease monitoring[15, 16]
Liquidia (NasdaqCM:LQDA) FY Earnings Call Presentation
2026-01-15 01:15
©2026 LIQUIDIA CORPORATION ALL RIGHTS RESERVED 2 Corporate Overview J.P. Morgan Healthcare Conference 2026 January 14, 2026 ©2026 LIQUIDIA CORPORATION ALL RIGHTS RESERVED Forward-looking statements This presentation includes, and our response to questions may include, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 ("PSLRA"). All statements contained in this presentation other than statements of historical facts, including statements regarding our future ...
Biomea Fusion (NasdaqGS:BMEA) FY Earnings Call Presentation
2026-01-15 01:15
1 Legal Disclaimer & Forward-looking Statements 2026 J.P. Morgan Healthcare Conference Mick Hitchcock, CEO Biomea Fusion January 14, 2026 Certain statements in this presentation and the accompanying oral commentary are forward-looking statements. These statements relate to future events or the future business and financial performance of Biomea Fusion, Inc. (the "Company") and involve known and unknown risks, uncertainties, and other factors that may cause the actual results, levels of activity, performance ...
Dyne Therapeutics (NasdaqGS:DYN) FY Earnings Call Presentation
2026-01-15 01:15
Advancing Clinically Validated Platform Toward Commercialization This presentation contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical fact, contained in this presentation, including statements regarding Dyne's strategy, future operations, prospects and plans, objectives of management, the potential of the FORCE platform and its conjugates, the therapeutic potential of zeleciment basivarsen (z-basivarsen, also known as DYN ...
Guardian Pharmacy Services (NYSE:GRDN) FY Earnings Call Presentation
2026-01-15 00:30
Business Overview - Guardian Pharmacy Services focuses on the Assisted Living Facilities (ALF) market, which is estimated to be around $7 billion[14] - The company has a 13% market share nationwide in the ALF & Memory Care market[22, 23] - Guardian serves approximately 140,000+ ALF residents and 204,000+ total residents[22] - The company dispenses approximately 28 million prescriptions annually[22] Financial Performance - The company's revenue for 2025 is projected to be $1.44 billion[60, 84] - Adjusted EBITDA for 2025 is projected to be $104-$106 million[81] - The company anticipates an Adjusted EBITDA margin of over 8% in 2026[81] - The company's cash conversion rate is approximately 60% year-to-date as of September 30, 2025[69, 70] Growth Strategy - The company is expanding into adjacent and new underserved markets through greenfield startups[37] - The company is targeting acquisitions with revenues between $10 million and $30 million, serving approximately 2,000 to 3,500 residents[42] - The company is implementing initiatives to mitigate the impact of the Inflation Reduction Act (IRA)[76]
Mesa Laboratories (NasdaqGS:MLAB) FY Earnings Call Presentation
2026-01-15 00:30
Investor Relations Presentation J.P. Morgan 2026 Healthcare Conference Gary Owens, President and CEO John Sakys, CFO Safe Harbor Statement The information provided in this presentation contains forward-looking statements within the meaning of the federal securities laws. Any statements contained herein that are not statements of historical fact may be deemed to be forward-looking statements, including statements relating to: projections of revenues, growth, operating results, profit margins, expenses, earni ...
Novavax (NasdaqGS:NVAX) FY Earnings Call Presentation
2026-01-15 00:30
Financial Performance and Strategy - Novavax envisions a world where its technology impacts billions, driving global health transformation[2] - The company aims for long-term value creation through partnering and R&D innovation, targeting a diversified revenue base[9] - Novavax projects the global market opportunity for infectious disease and oncology immunotherapeutics to exceed $100 billion by the 2030s[19] - The company is focused on a lean and efficient operating model, targeting non-GAAP profitability as early as 2028[10, 37] - Novavax achieved approximately $1.4 billion in cash flow in 2024 and 2025, with 78% derived from non-dilutive sources[42, 44] Partnerships and Pipeline - Novavax secured a partnership with Sanofi and is actively seeking new partnerships to unlock growth[10, 13] - The company's growth strategy involves generating new data and proof points for its technology to strengthen IP and expand the utility of Matrix-M[14] - Novavax's pipeline includes Nuvaxovid, R21/Matrix-M malaria vaccine, and early-stage candidates for C diff, shingles, and RSV[33] - In 2025, Nuvaxovid achieved over 12% market share in Japan via the Takeda partnership, and R21/Matrix-M malaria vaccine achieved 85% share in a growing market[16] - Long-term core spend profile of approximately $250 million R&D+SG&A, net of partner reimbursement[37]
Bausch Health (NYSE:BHC) FY Earnings Call Presentation
2026-01-14 23:45
International ® NEUROSCIENCE ©2025 Bausch Health Companies Inc. and/or one of its affiliates. JPMorgan Healthcare Conference January 14, 2026 Forward-Looking Statements; Non-GAAP Information Forward-Looking Statements This presentation contains forward-looking information and statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995 and applicable Canadian securities laws (collectively, "forward-looking statements"), including, but not limited to, statements relating to Baus ...