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TETRA Technologies (NYSE:TTI) Earnings Call Presentation
2026-01-14 12:00
COMPANY OVERVIEW January 2026 Forward-Looking Statements This presentation includes certain statements that are deemed to be forward-looking statements. Generally, the use of words such as "may," "see," "expectation," "expect," "intend," "estimate," "projects," "anticipate," "believe," "assume," "could," "should," "plans," "targets" or similar expressions that convey the uncertainty of future events, activities, expectations or outcomes identify forward-looking statements that the Company intends to be incl ...
Aveanna Healthcare (NasdaqGS:AVAH) Earnings Call Presentation
2026-01-14 12:00
Financial Performance & Guidance - Aveanna's 2025 revenue guidance is in the range of $2425 million to $2445 million[14, 63] - The adjusted EBITDA guidance for 2025 is $318 million to $322 million[14, 63] - The company projects 2026 revenue in the range of $2540 million to $2560 million[70] - The adjusted EBITDA guidance for 2026 is $318 million to $322 million[70] - Q3 2025 revenue was $621.9 million, a 22.2% increase year-over-year[53] - Q3 2025 adjusted EBITDA was $80.1 million, a 67.5% increase year-over-year[53] Segment Performance - Private Duty Services (PDS) revenue for 2025 is $1947 million[28] - Home Health & Hospice (HHH) revenue for 2025 is $239 million[34] - Medical Solutions (MS) revenue for 2025 is $175 million[43] Key Operating Statistics - Aveanna has 366 locations across 38 states[14] - The company employs approximately 29,000 caregivers[14] - Aveanna delivers approximately 45 million homecare hours annually[14]
T&D (OTCPK:TDHO.Y) Earnings Call Presentation
2026-01-14 05:00
TRADE SECRET AND STRICTLY CONFIDENTIAL T&D Investor Relations Event January 14, 2026 TRADE SECRET AND STRICTLY CONFIDENTIAL Important Notices & Disclaimers (1/2) This presentation has been prepared by FGH Parent, L.P. ("FGP") on its own behalf on behalf of all of its affiliates and subsidiaries (collectively "Fortitude Re", "we", "our", "us" or "the Company") in each case, as the context requires or unless otherwise noted. Nothing in this presentation constitutes the provision of any tax, accounting, financ ...
NeoGenomics (NasdaqCM:NEO) FY Earnings Call Presentation
2026-01-14 01:15
NeoGenomics (Nasdaq: NEO) JP Morgan Healthcare Conference Investor Presentation January 2026 Mission We save lives by improving patient care. Vision We are becoming the world's leading provider of comprehensive cancer testing, data and solutions through uncompromising quality, exceptional customer experience, and innovative products and services. Safe Harbor Statements This presentation has been prepared by NeoGenomics, Inc. ("we," "us," "our," "NeoGenomics" or the "Company"). Statements contained herein ar ...
Acadia Healthcare Company (NasdaqGS:ACHC) FY Earnings Call Presentation
2026-01-14 01:15
Financial Performance and Guidance - Acadia reiterated its 2025 revenue guidance of $3280 million to $3300 million[12] - The company also reaffirmed its 2025 adjusted EBITDA guidance of $601 million to $611 million[12] - Acadia expects adjusted EPS for 2025 to be in the range of $194 to $204[12] - Weaker volume environment impacting recent cohort occupancy ramp[34] Operational Highlights and Expansion - Acadia is the 1 pure-play Behavioral Health (BH) provider in the US, treating over 82000 patients daily across its 4 service lines[16] - The company operates 277 facilities across the nation, including 59 acute facilities, 31 specialty facilities, 9 RTC facilities, and 178 CTC locations[16] - In 2025, Acadia added 1089 new beds but closed five facilities totaling 382 beds, resulting in a net increase of 707 beds[30] Strategic Initiatives and Challenges - The company is focused on setting the standard for quality across the industry while expanding access to behavioral healthcare[23] - Acadia faced challenges in 2025, including increased PLGL litigation costs, volume underperformance, and rate pressure, impacting adjusted EBITDA[32] - New facility openings represent >$200 million incremental EBITDA opportunity[37]
Beam Therapeutics (NasdaqGS:BEAM) FY Earnings Call Presentation
2026-01-14 01:15
Financial Position and Runway - Beam had $1.25 billion in cash as of December 31, 2025, inclusive of $255.1 million proceeds from the Orbital acquisition[16] - The company's operating runway is expected into 2029, funding through risto-cel launch and execution of BEAM-302 pivotal development plan[16,60] Program Advancements and Regulatory Alignment - Beam achieved first human proof of concept for in vivo gene correction with BEAM-302 in 2025[17] - Alignment was reached with the FDA on a potential accelerated approval pathway for BEAM-302 in AATD, with primary endpoint expected to be based on AAT biomarkers evaluated over 12 months[27] - The company plans to submit the risto-cel BLA package as early as YE 2026[45,60] Clinical Data and Trial Updates - BEAM-302 Phase 1/2 trial has dosed >25 patients across cohorts to date, with updated clinical data expected by the end of first quarter 2026[25,60] - Initial clinical data for BEAM-301 is planned to be reported by YE 2026[31,60] - BEACON results for risto-cel in SCD show HbF levels >60% and HbS levels <40%, comparable to sickle trait, with resolution of anemia and normalized or improved markers of hemolysis and oxygen delivery[37] - At Day 28, BEAM-302 showed mean total AAT in circulation at 12.4µM, mean % change in Z-AAT at -78%, and corrected M-AAT reached >90% of total circulating AAT[24] Strategic Initiatives - Beam completed a $500 million financing and runway extension into 2029[17] - The company intends to pursue an accelerated approval pathway for BEAM-302 based on FDA feedback to date[26]
Solid Biosciences (NasdaqGS:SLDB) FY Earnings Call Presentation
2026-01-14 01:15
Corporate Presentation January 2026 © 2026 Solid Biosciences Cautionary Note Regarding Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding future expectations, plans and prospects for the company; the ability to successfully achieve and execute on the company's goals, priorities and key clinical and preclinical milestones; strategies and expectations for the company's SGT ...
Natera (NasdaqGS:NTRA) FY Earnings Call Presentation
2026-01-14 00:30
Natera, Inc. Investor presentation J.P. Morgan Healthcare Conference January 13, 2026 1 Safe harbor statement This presentation containsforward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. Allstatements other than statements of historical facts contained in this presentation, including statements regarding our market opportunity, our anticipated products and launch schedules, our reimbursement coverage and our product costs, our commercial and strategic partn ...
Stoke Therapeutics (NasdaqGS:STOK) FY Earnings Call Presentation
2026-01-14 00:30
Zorevunersen for Dravet Syndrome - Stoke Therapeutics is advancing zorevunersen as a potential disease-modifying therapy for Dravet Syndrome[9] - Phase 3 study (EMPEROR) enrollment is expected to complete in Q2 2026 with data readout in mid-2027 to support NDA[12, 38] - Approximately 330 patients have been identified globally for the EMPEROR study, with ~60 in screening and ~60 randomized[12, 39] - Data from ongoing OLE studies show continuing improvements in cognition and behavior over 36 months[24] - Zorevunersen demonstrated significant reduction in major motor seizure frequency at 6 months compared to natural history data, with an 8248% reduction compared to a 2043% reduction in the natural history group (P=00181)[26] - In OLE studies, 86% of patients experienced CSF protein elevation, classified as a TEAE in 45%[31] STK-002 for Autosomal Dominant Optic Atrophy (ADOA) - A Phase 1 study of STK-002 for ADOA has been initiated in the UK and Europe[11] Financial Status and Collaboration - Stoke Therapeutics had approximately $3917 million in cash, cash equivalents, and marketable securities as of December 31, 2025, with funding anticipated into 2028[12] - A strategic collaboration with Biogen exists for the development and commercialization of zorevunersen, with Biogen holding exclusive commercialization rights outside of the US, Canada, and Mexico[48] - The Biogen collaboration includes $165 million upfront, shared development costs, and potential milestone payments of $385 million[49] Market Opportunity - There are approximately 38,000 patients with Dravet syndrome across 7 major markets[40, 44]
Harmony Biosciences (NasdaqGM:HRMY) FY Earnings Call Presentation
2026-01-14 00:30
Financial Performance and Growth - Harmony Biosciences anticipates net revenue between $1 billion and $1.04 billion for 2026[16] - The company's revenue has grown consistently year-over-year, with $714.7 million in 2024, $868 million in 2025, and projected growth into 2026[52] - WAKIX net revenue has shown significant growth from $160 million in 2020 to over $1 billion projected for 2026[15] Pitolisant Franchise Strategy - The company is focused on growing the WAKIX franchise, extending it with Pitolisant GR, and expanding it with Pitolisant HD[8] - Pitolisant GR has the potential to extend the pitolisant franchise with utility patents filed to 2044[9] - Pitolisant HD has the potential to expand the pitolisant patient base into new indications[9] Pipeline Development - A Phase 1 clinical PK data for BP1.15205, a potential best-in-class Orexin 2 Receptor (OX2R) Agonist, is anticipated in mid-2026[42] - Topline data from ongoing global Phase 3 trials for EPX-100 in Dravet Syndrome (DS) and Lennox-Gastaut Syndrome (LGS) are anticipated in 1H 2027[45, 47] - The company submitted an NDA for Pitolisant GR in Q2 2026, with an anticipated PDUFA date in Q1 2027[31] Market Opportunity - There are approximately 170,000 people living with narcolepsy in the U S, with over 50% undiagnosed[22]