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WB(WB) - 2025 Q3 - Earnings Call Transcript
2025-11-18 12:00
Weibo (NasdaqGS:WB) Q3 2025 Earnings Call November 18, 2025 06:00 AM ET Speaker3Good day, and thank you for standing by. Welcome to Weibo Reports' third quarter 2025 financial results. At this time, all participants are in the listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. Please be advised that today's conf ...
AECOM(ACM) - 2025 Q4 - Earnings Call Presentation
2025-11-18 12:00
Non-GAAP Financial Information Fourth Quarter Fiscal 2025 East San Fernando Valley Transit Corridor Light Rail Los Angeles, California AECOM was appointed by the Los Angeles County Metropolitan Transportation Authority as the lead designer on the East San Fernando Valley Light Rail Transit project, providing engineering, architectural and design services for the 6.7-mile track extension. AECOM was appointed to Phase 2 work in Q4. Disclosures Forward-Looking Statements All statements in this communication ot ...
Teva Pharmaceutical Industries (NYSE:TEVA) 2025 Conference Transcript
2025-11-18 12:02
Teva Pharmaceutical Industries (NYSE:TEVA) 2025 Conference November 18, 2025 06:00 AM ET Company ParticipantsRichard Francis - CEOConference Call ParticipantsDennis Ding - Biotech and Pharma AnalystDennis DingWelcome to the Jefferies London Healthcare Conference. My name is Dennis Ding, Biotech and Pharma Analyst here at Jefferies, and I have the wonderful pleasure of having Richard Francis here, CEO of Teva. Welcome.Richard FrancisThank you. Thank you very much for having me.Dennis DingObviously, you know, ...
Coherus Oncology (NasdaqGM:CHRS) 2025 Conference Transcript
2025-11-18 11:32
Coherus Oncology (NasdaqGM:CHRS) 2025 Conference November 18, 2025 05:30 AM ET Company ParticipantsDennis Lanfear - CEOOperatorIt is now my pleasure to introduce Dennis Lanfear, CEO of Coherus Oncology.Dennis LanfearThank you. Thank you to the organizers for the opportunity to talk to you about Coherus Oncology, an emerging innovative oncology company based in the Bay Area in Northern California. Let me first apprise you of the company's forward-looking statements and direct you to the requisite SEC filings ...
Align Technology (NasdaqGS:ALGN) 2025 Conference Transcript
2025-11-18 11:32
Align Technology (NasdaqGS:ALGN) 2025 Conference November 18, 2025 05:30 AM ET Company ParticipantsJoe Hogan - President and CEOJohn Morici - CFOConference Call ParticipantsNone - AnalystNoneI'm an analyst on the U.S. Medical Supply and Devices team, and this is a session for Align Technology from the company. We've got Joe Hogan, President and CEO; John Morici, CFO; and we've also got Shirley Stacy here as well. Thank you all for joining us today.Joe HoganOf course. Thanks for having us.I guess just to sta ...
Recursion Pharmaceuticals (NasdaqGS:RXRX) 2025 Conference Transcript
2025-11-18 11:32
Recursion Pharmaceuticals (NasdaqGS:RXRX) 2025 Conference November 18, 2025 05:30 AM ET Company ParticipantsChris Gibson - Co-Founder and CEONajat Khan - Chief R and D Officer and Chief Commercial OfficerConference Call ParticipantsDennis Ting - Biotech AnalystDennis TingMorning. Welcome to the Jefferies London Healthcare Conference. My name is Dennis Ting, biotech analyst here at Jefferies. I have the wonderful pleasure of having Recursion Pharmaceuticals up here with us. We have Chris Gibson and also Naja ...
Bicycle Therapeutics (NasdaqGS:BCYC) 2025 Conference Transcript
2025-11-18 11:32
Bicycle Therapeutics (NasdaqGS:BCYC) 2025 Conference November 18, 2025 05:30 AM ET Company ParticipantsJennifer Perry - Chief Strategy OfficerAlethia Young - CFOKevin Lee - CEOConference Call ParticipantsClara Dong - Biotech AnalystClara DongAll right, good morning. Thank you, everyone, for joining Jefferies Healthcare Conference in London. My name is Clara Dong, one of the biotech analysts here at Jefferies. For this session, it's my pleasure to welcome the Bicycle Therapeutics team. We have the Chief Exec ...
BioMarin Pharmaceutical (NasdaqGS:BMRN) 2025 Conference Transcript
2025-11-18 11:32
BioMarin Pharmaceutical (NasdaqGS:BMRN) 2025 Conference November 18, 2025 05:30 AM ET Company ParticipantsGreg Friberg - EVP and Chief Research & Development OfficerAkash Tiwari - Global Head of Biopharmaceutical ResearchBrian Mueller - EVP and CFOAlexander Hardy - President and CEOAkash TiwariAlrighty, I think everyone's just getting in. Day two of our London Healthcare Conference. Great to see everyone. Always really appreciative of the attendance. My name's Akash Tiwari. I'm a pharma and biotech analyst ...
Certara (NasdaqGS:CERT) 2025 Conference Transcript
2025-11-18 11:32
Certara (NasdaqGS:CERT) 2025 Conference November 18, 2025 05:30 AM ET Company ParticipantsDave Windley - Managing DirectorWilliam Feehery - CEODave WindleyOkay. Good morning, everybody. Thank you for being here. I'm Dave Windley with Jefferies Healthcare Equity Research in the States. Cover the pharmaceutical services supply chain, and I like to think of it as services, technology, manufacturing, you know, kind of if you sell to pharma R&D, I'm interested. So we have here with us Certara and William Feehery ...
Rigel Pharmaceuticals (NasdaqGS:RIGL) 2025 Conference Transcript
2025-11-18 11:02
Summary of Rigel Pharmaceuticals Conference Call Company Overview - Rigel Pharmaceuticals is a hematology and oncology biotech company focused on expanding its commercial business and pipeline [2][3] Commercial Products - Rigel has three approved products: - **TAVALISSE**: Indicated for immune thrombocytopenia (ITP) with net sales of $44.7 million last quarter, a 70% increase year-over-year [6] - **REZLIDHIA**: Approved for mutant IDH1 relapsed and refractory acute myeloid leukemia (AML) with sales of $8.3 million, a 50% growth from the previous year [6] - **GAVRETO**: Approved for RET fusion positive non-small cell lung cancer and thyroid cancer, with sales increasing from $7 million to $11.1 million [6][12] Financial Performance - Rigel reported $64 million in net product sales last quarter, a 65% increase from the same quarter last year, and $166 million over three months, surpassing total sales for all of 2024 [5] - The company generated $60 million in cash this year and has maintained profitability [4][30] - Guidance for revenue is set at $285-$290 million, with net product sales expected to be $225-$230 million [30] Pipeline Development - Rigel is focused on developing transformational programs, particularly R289 for low-risk myelodysplastic syndromes (MDS) [4][17] - R289 has received fast-track and orphan designations from regulatory agencies, indicating its potential for significant improvement in treatment options [20] - The company plans to initiate a registration study for R289 in 2027 [24] Market Opportunities - The U.S. market for adult chronic ITP has approximately 81,000 patients, with Rigel targeting the second-line treatment population of about 24,000 patients [7] - The market for low-risk MDS is substantial, with current treatments showing limited efficacy, presenting an opportunity for R289 [18][19] Strategic Partnerships - Rigel has partnered with various companies for product distribution, including Grifols in Europe and Kissei in Asia for TAVALISSE [13] - Collaborations with MD Anderson and MyeloMatch are underway to explore additional indications for Olutasidenib and AML treatments [25][27] Future Outlook - Rigel aims to continue in-licensing differentiated assets in hematology and oncology to enhance its portfolio [14][16] - The company is committed to maintaining financial discipline while investing in its pipeline to drive growth [31][32] Key Takeaways - Rigel Pharmaceuticals is experiencing significant growth in its commercial products and is strategically positioning itself for future opportunities in hematology and oncology [5][32] - The focus on developing innovative treatments like R289 and expanding its product offerings through partnerships is central to Rigel's growth strategy [4][14][24]