Apellis Pharmaceuticals (NasdaqGS:APLS) FY Earnings Call Presentation
2026-01-12 19:15
2 Transforming innovation into durable value creation Apellis: The Leading Complement Company 44th Annual J.P. Morgan Healthcare Conference Cedric Francois, M.D., Ph.D. Co-Founder, Chief Executive Officer and President January 12, 2026 ARCHER Living with C3G Forward-looking statements Statements in this presentation about future expectations, plans and prospects, as well as any other statements regarding matters that are not historical facts, may constitute "forward-looking statements" within the meaning of ...
Gilead Sciences (NasdaqGS:GILD) FY Earnings Call Presentation
2026-01-12 19:15
Gilead in 2026 J . P. M o r g a n H e a l t h c a r e C o n f e r e n c e 1 2 J a n u a r y 2 0 2 6 Forward-Looking Statements Statements included in this document that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Gilead cautions readers that forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties include those relati ...
BioMarin Pharmaceutical (NasdaqGS:BMRN) FY Earnings Call Presentation
2026-01-12 19:15
44th Annual J.P. Morgan Healthcare Conference Alexander Hardy Chief Executive Officer Greg Friberg Chief R&D Officer BioMarin Pharmaceutical Inc. January 12, 2026 These risks and uncertainties include, without limitations, risks relating to the completion of BioMarin's normal quarterly and annual accounting and financial statement closing procedures for the quarter and the year ended December 31, 2025; the timing of orders for commercial products; BioMarin's ability to meet product demand; risks and uncerta ...
Waystar (NasdaqGS:WAY) FY Earnings Call Presentation
2026-01-12 19:15
J.P. MORGAN CONFERENCE Waystar Overview January 12, 2026 ADMIN ACCOUNT ANALYTICS PATIENT TOOLS Executive Dashboard Enaces Explore 32 4.82% Average Days to Pay Denial Rate ▼ 5.3% Previous Month Change ▼ -21% Previous Month Change Payment Trend May Apri NESCH February Recelved Manth Denial Rate Trend Summary March April May June July Received Month WAYSTAR FORWARD-LOOKING STATEMENTS This presentation contains forvard looking statements, within the meaning of the Private Securities Litigstion Reform Act of P99 ...
OneSpaWorld(OSW) - 2026 FY - Earnings Call Presentation
2026-01-12 19:00
Company Performance & Financials - OneSpaWorld delivered a record third quarter in 2025, marking the 18th consecutive quarterly period of year-over-year growth in Total Revenues and Adjusted EBITDA[18] - The company expects fiscal 2025 annual Total Revenues to increase by 8% and Adjusted EBITDA to increase by 10% at the mid-point of the guidance ranges from actual fiscal 2024 annual results[18] - FY 2025 Revenue is projected to be between $958.5 million and $963.5 million, with Adjusted EBITDA between $122 million and $124 million[20] - FY 2026 Revenue is projected to be between $1.01 billion and $1.03 billion, with Adjusted EBITDA between $128 million and $138 million[21] - In Q3 2025, Passenger Cruise Days ("PCD"s) are at 116%+ of Q3 2019 levels, and bookings are ~55% above Q3 2019[39] Market Position & Growth Drivers - OneSpaWorld holds a >90% market share at sea in the outsourced health and wellness market[17] - The company is nearly 20x larger than its nearest maritime competitor[12] - The company has access to a ~23 million annual captive audience[12] - Cruise industry passenger bookings have rebounded, with 2025 expected to eclipse 2019 levels[34] - Onboard spend per PCD (Passenger Cruise Day) was up ~22% in 2024 vs 2019[39] Strategic Advantages - OneSpaWorld operates on 204 ships[17] and 49 resorts[17] - The company has long-term agreements with the largest and most reputable cruise lines, with an average cruise line relationship history of 20+ years and a ~97% historical contract renewal rate[25]
Pacific Biosciences of California (NasdaqGS:PACB) FY Earnings Call Presentation
2026-01-12 18:30
Financial Performance & Growth - Preliminary 2025 revenue is approximately $160 million[14] - The company's cash and investments balance as of December 31, 2025, is approximately $280 million[14] - Preliminary Q4 2025 revenue is approximately $44.6 million[14] - Consumables revenue is expected to be approximately $82 million in 2025[16] - Human genomics is fueling growth in consumables, with the human market reaching approximately $48.9 million in 2025[19] Instrument Placements & Technology - Total instrument placements in 2025 reached 210[14] - Revio placements in 2025 totaled 61, with a 20% shipment growth in clinical and commercial accounts[22] - Total Revio product line shipments since launch in 2023 are approximately $334 million[24] - Vega placements in 2025 are approximately 140, representing approximately 65% of new to PacBio customers[31, 34] - Vega product line shipments in 2025 are approximately $24 million[32] Market & Clinical Adoption - The total addressable market is approximately $9 billion in 2028, expected to grow approximately 7% annually[12] - Shipments to clinically focused customers grew over 40% in 2025[38]
Zoetis (NYSE:ZTS) FY Earnings Call Presentation
2026-01-12 18:30
44TH ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE Leading the Future of Animal Health January 12, 2026 Forward-Looking Statements This presentation contains forward-looking statements, which reflect the current views of Zoetis with respect to: industry growth and market outlook; business plans or prospects; future operating or financial performance; future guidance; future operating models; R&D costs; timing and likelihood of success; expectations regarding products, product approvals or products under developm ...
Sotera Health Company (NasdaqGS:SHC) FY Earnings Call Presentation
2026-01-12 18:30
2026 J.P. Morgan Healthcare Conference Safeguarding Global Health® Michael B. Petras, Jr. Chairman and Chief Executive Officer January 12, 2026 © 2026 Sotera Health Company | All Rights Reserved. Cautionary Note Regarding Forward-Looking Statements and Non-GAAP Financial Measures Unless expressly indicated or the context requires otherwise, the terms "Sotera Health," "Company," "we," "us," and "our" in this presentation refer to Sotera Health Company, a Delaware corporation, and, where appropriate, its subs ...
Adaptive Biotechnologies (NasdaqGS:ADPT) FY Earnings Call Presentation
2026-01-12 18:30
MRD Business Highlights - Adaptive Biotechnologies achieved approximately $212 million in MRD revenue for the full year 2025[20] - The company experienced a 53% Compound Annual Growth Rate (CAGR) in pharma revenue[20] - Sequencing gross margins are approximately 65% in 2025[21] - Clinical volume growth shows a 44% CAGR from 2021 to 2025[22] - Over 50% of US heme-oncologists ordered clonoSEQ in 2025[22] - The company anticipates an average selling price (ASP) of approximately $1,400 per US clinical test in FY 2026[47] Immune Medicine (IM) Highlights - Adaptive Biotechnologies has generated over 5 million paired TCRs to antigen, significantly exceeding the 40,000 publicly available[52] - The company's Immune Medicine division had an annual cash burn of approximately $30 million in FY 2025, with a target to reduce it to $15 million to $20 million[60] Overall Company Goals - Adaptive Biotechnologies aims to achieve positive adjusted EBITDA and positive Free Cash Flow (FCF) for the whole company by the end of 2026[61]
Revolution Medicines (NasdaqGS:RVMD) FY Earnings Call Presentation
2026-01-12 18:30
On Target to Outsmart Cancer 44th Annual JP Morgan Healthcare Conference January 12, 2026 © 2026 Revolution Medicines, Inc. 2 Legal Disclaimer This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act. All statements other than statements of historical facts contained in this presentation, including statements regarding our future results of operations and financial position, business strategy, prospective products, availability of funding, abil ...