Pfizer (NYSE:PFE) FY Earnings Call Presentation
2026-01-12 17:45
Strategic Priorities - Pfizer's strategic priorities for 2026 include maximizing the value of key transactions[6] - Delivering on critical R&D milestones is another key priority for Pfizer[6] - Pfizer aims to invest to maximize post-2028 growth[6] - Scaling AI across the business is a strategic priority for Pfizer[6] Pipeline Catalysts - HYMPAVZI (marstacimab) for Hemophilia A/B with Inhibitors has been approved[7] - Regulatory decisions and data readouts are expected for over 20 pivotal study starts[8] - Pfizer is conducting 10 studies on Ultra-Long-Acting GLP-1 (PF'3944 / MET-097i)[8, 9] - Pfizer is conducting 4 studies on PD-1xVEGF (PF'4404)[8, 10] - Pfizer is conducting 2 studies on NURTEC (rimegepant)[8]
BillionToOne (NasdaqGS:BLLN) FY Earnings Call Presentation
2026-01-12 17:45
JPM Healthcare Conference 2026 Redefining Molecular Diagnostics with Single-Molecule Precision 2 Disclaimer & Forward Looking Statement 2025 Q3 Business Update This presentation contains certain "forward-looking statementsˮ within the meaning of applicable securities laws. These statements relate to future events and results of BillionToOne, Inc. (the "Company,ˮ "we,ˮ "us,ˮ or "ourˮ) and involve known and unknown risks, uncertainties and other factors that may cause the actual results, levels of activity, p ...
InnovAge (NasdaqGS:INNV) FY Earnings Call Presentation
2026-01-12 17:45
d JPM Healthcare Conference January 2026 2 Company highlights Disclaimer Cautionary Note Regarding Forward-Looking Statements: These presentation materials contain forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements describe future expectations, including, without limitation, estimates of and goals for future operating, financial and tax performance and results, as well as the expected execution and effect of our business str ...
Telix Pharmaceuticals (NasdaqGS:TLX) FY Earnings Call Presentation
2026-01-12 17:00
This presentation should be read together with our risk factors, as disclosed in our most recently filed reports with the Australian Securities Exchange (ASX), U.S. Securities and Exchange Commission (SEC), including our Annual Report on Form 20-F filed with the SEC, or on our website. The information contained in this presentation is not intended to be an offer for subscription, invitation or recommendation with respect to shares of Telix Pharmaceuticals Limited (Telix) in any jurisdiction, including the U ...
Cencora (NYSE:COR) FY Earnings Call Presentation
2026-01-12 17:00
J.P. Morgan Healthcare Conference Bob Mauch, President and Chief Executive Officer JANUARY 12, 2026 Cautionary note regarding forward-looking statements Certain of the statements contained in this presentation are "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Securities Exchange Act"). Words such as "aim," "anticipate," "believe," "can," "continue," "could," "estimate," "expec ...
Bruker (NasdaqGS:BRKR) FY Earnings Call Presentation
2026-01-12 17:00
BRUKER 2026 Themes After 70% Revenue Jump, our Focus is now on a Transformative Margin and EPS Jump Expanding our Leadership in Post-Genomic Discovery Solutions Project Accelerate 3.0: adding Novel Diagnostics and Automated AI-Lab Opportunities Frank H. Laukien Chairman, President & CEO Bruker Corporation (Nasdaq: BRKR) 2026 JP Morgan Healthcare Conference San Francisco, CA | January 12, 2026 INNOVATION WITH INTEGRITY BRUKER CORPORATION Safe Harbor Statement Any statements contained in this presentation whi ...
Sarepta Therapeutics (NasdaqGS:SRPT) FY Earnings Call Presentation
2026-01-12 17:00
DOUG INGRAM Chief Executive Officer Sarepta Therapeutics, Inc. (NASDAQ:SRPT) 44th Annual J.P. Morgan Healthcare Conference San Francisco, California JANUARY 12, 2026 MAX, age 10 Dosed with ELEVIDYS at age 5 ©SAREPTA THERAPEUTICS, INC. 2026. ALL RIGHTS RESERVED. 1 Forward-looking statements In order to provide Sarepta's investors with an understanding of its current results and future prospects, forward-looking statements will be made during this presentation. Any statements that are not statements of histor ...
CRISPR Therapeutics (NasdaqGM:CRSP) FY Earnings Call Presentation
2026-01-12 16:15
CRISPR Corporate Update 44th Annual J.P. Morgan Healthcare Conference January 12, 2026 1 Forward-Looking Statements This presentation and related materials may contain statements regarding matters that are not historical facts and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Suc ...
10X Genomics (NasdaqGS:TXG) FY Earnings Call Presentation
2026-01-12 16:15
Financial Performance - Preliminary full-year 2025 revenue is approximately $599 million, excluding $44 million related to patent litigation settlements[5,6] - Q4 2025 revenue is approximately $166 million[6] - The company's cash balance grew by over $100 million compared to year-end 2024[7] Product and Market Leadership - 10x Genomics has launched over 35 major products in the last 10 years[16] - The company has over 2,700 patents and applications[16] - Over 6,400 Chromium instruments have been sold cumulatively[34] - Over 1,500 spatial instruments have been sold cumulatively[38] Technological Advancements and Partnerships - Chromium consumables reactions growth of more than 20%[7] - Spatial Consumables revenue growth of 19%[7] - The company is building an AI-ready immuno-oncology data engine powered by 10x, generating high-resolution molecular data from over 20,000 samples and profiling over 500 million cells[52] Translational Research and Future Applications - The company is collaborating to build the world's largest single-cell dataset derived from a single cohort of >1,000 immunotherapy patients[61] - Spatial multiomics data from ~7,000 patients to ID new disease biology, patient subtypes, biomarkers, and drug types[60]
Incyte (NasdaqGS:INCY) FY Earnings Call Presentation
2026-01-12 16:15
Financial Performance and Growth Strategy - Incyte aims to transition into a high-growth Hematology-Oncology-IAI company[4] - The company targets a 15%-20% 5-year CAGR with a diversified franchise and minimal LOE exposure, targeting a $7-8 billion cash balance by 2030[14] - Incyte's core business (excluding Jakafi) is projected to grow to $3-4 billion by 2030[11, 14] - The core business (ex-Jakafi) experienced a 45% year-over-year revenue growth from 2024 to 2025[19, 23] Pipeline and Product Development - Incyte anticipates launching Jakafi XR, Opzelura (mAD), povorcitinib, and Monjuvi (1L DLBCL)[11] - The company has seven high-value pipeline assets with a potential peak net sales opportunity of over $10 billion[11, 25] - Fourteen pivotal trials across seven assets are expected by the end of the year[12] - Povorcitinib is projected to achieve over $1 billion in sales across three indications[56] Jakafi Performance - 2025 Jakafi net product revenue guidance is between $3050 million and $3075 million[18] - Jakafi volume increased 10% compared to the prior year[70, 71] Opzelura Performance - 2025 Opzelura net revenue guidance is between $630 million and $670 million[18]