Edgewise Therapeutics (NasdaqGS:EWTX) FY Conference December 02, 2025 02:00 PM ET Company ParticipantsNone - Company Representative 2None - Company Representative 1Conference Call ParticipantsYas Rahimi - Senior Biotech AnalystYas RahimiGood afternoon, everyone. Welcome to our Piper Sandler Healthcare Conference. My name is Yas Rahimi. I'm a Senior Biotech Analyst at Piper Sandler, so thrilled to have the team from Edgewise Therapeutics here, and lots to cover, and I don't even know where to start in 25 min ...

AGCO (NYSE:AGCO) Conference December 02, 2025 01:50 PM ET Company ParticipantsDamon Audia - CFOConference Call ParticipantsSteve Fisher - AnalystSteve FisherOkay, good afternoon. Thanks for coming to this session. I'm Steve Fisher, UBS Machinery, Engineering, Construction, and U.S. Building Materials Analyst. We are really thrilled to have the management of AGCO Corporation with us. We have Damon Audia, CFO, and Greg Peterson, who runs investor relations. Just one quick disclosure before we get started. As ...

CytomX Therapeutics (NasdaqGS:CTMX) FY Conference December 02, 2025 01:45 PM ET Company ParticipantsUmer Raffat - Equity ResearchSean McCarthy - CEO and ChairmanUmer RaffatSuper excited to have CytomX Management join us. I'm very intrigued by your colorectal data sets, but I'll let you kick things off and tell us about the construct.Sean McCarthyYeah, thanks, Umer. Thanks for having us here today. So Sean McCarthy, CEO and Chairman of CytomX. And yeah, we're super excited about the year that we've had so fa ...

Global Payments (NYSE:GPN) 2025 Conference December 02, 2025 01:35 PM ET Company ParticipantsCameron Bready - CEOModeratorGive me one second.Okay.All right.All right. Welcome, everyone. We are very glad to have with us today the CEO of Global Payments. We have Cameron Bready joining us. Cameron, it's a pleasure having you here in Arizona for the second year in a row. Thank you so much for making the trip and joining us.Cameron BreadyYeah, of course. Thank you for having us, and thanks, everyone, for joining ...

Texas Instruments (NasdaqGS:TXN) 2025 Conference December 02, 2025 01:35 PM ET Company ParticipantsHaviv Ilan - President and CEOConference Call ParticipantsTim Arcuri - Semi and Semi-Equipment AnalystTim ArcuriOkay, good morning and good afternoon. I'm Tim Arcuri. I'm the Semi and Semi-Equipment Analyst here at UBS. Very pleased to have Texas Instruments with us, next, and very pleased to have Haviv Ilan, who is the President and the CEO of TI. So thank you, Haviv.Haviv IlanThank you, Tim. Good, good to be ...

Dell Technologies (NYSE:DELL) 2025 Conference December 02, 2025 01:35 PM ET Company ParticipantsJeff Clarke - Vice Chairman and COOConference Call ParticipantsDavid Vogt - AnalystDavid VogtRight, I think we're live. So thanks for everyone joining. Welcome back to the UBS Tech Conference. I'm David Vogt. I'm one of the Tech Analysts here at UBS, and we're excited to have with us today Dell Technologies, Jeff Clarke, Vice Chairman, Chief Operating Officer. Before we get into the hard-hitting questions, I need ...

Intuit (NasdaqGS:INTU) 2025 Conference December 02, 2025 01:35 PM ET Company ParticipantsSasan Goodarzi - CEOConference Call ParticipantsTaylor McGinnis - Equity Research AnalystTaylor McGinnisHello, everyone, and welcome back. For those in the audience that don't know me, my name is Taylor McGinnis, and I head up the SMIDCAP application SaaS space here at UBS. And in this next session, we have Intuit, and more specifically the CEO, Sasan. So, Sasan, thanks so much for being here.Sasan GoodarziThank you so ...

Cardinal Health (NYSE:CAH) FY Conference December 02, 2025 01:30 PM ET Company ParticipantsAaron Alt - CFOMatt Sims - VP of Investor RelationsOperatorAfternoon, everybody. Thank you so much for joining us. I'm Elizabeth Anderson. I am the healthcare services analyst here at Evercore. Welcome to the people online as well. I am very excited to be joined by Aaron Alt, CFO of Cardinal Health, and Matt Sims, VP of IR, and before we kick off our opening statement, I think Matt has a few words.Matt SimsGreat. Than ...

Summary of U.S. Foods Conference Call Company Overview - **Company**: U.S. Foods - **Industry**: Foodservice distribution Key Points and Arguments M&A Strategy - U.S. Foods decided not to pursue a transaction with PFGC, affirming that it did not affect their core strategy or market approach [3][4] - The company remains focused on tuck-in acquisitions, having completed five in the last 2.5 years, which help in scaling operations and improving distribution efficiency [6][7][8] Demand and Market Trends - The company has experienced challenges with foot traffic in the foodservice market but is hopeful for a rebound, attributing this to consumer confidence and interest rates [10][11] - September was noted as the strongest month in Q3, with recovery observed post-government shutdown, which had affected about 8% of revenues [11][12] - Independents are outperforming chains, with a long-term trend of gaining market share due to their ability to provide unique dining experiences [13][14][15] Financial Guidance and Growth Targets - U.S. Foods maintains a target of 2-4% case growth overall, with higher expectations in healthcare and hospitality sectors [18][19] - The company has consistently gained market share for 18 consecutive quarters, indicating strong positioning for future growth [18] Sales Force Compensation Structure - Transitioning to a fully variable sales force compensation structure to enhance sales performance, with a gradual implementation process [21][22][27] - The new compensation plan aims to align sales incentives with company growth strategies, focusing on gross profit and independent case growth [28][30] Cost Management and Productivity - U.S. Foods aims for 3-5% annual productivity improvements through various initiatives, including supply chain optimization and technology deployment [36][40] - The Descartes routing system is expected to enhance distribution efficiency, with ongoing improvements anticipated post-deployment [37][46] Private Label and Customer Behavior - There has been an acceleration in private label sales, driven by cost savings for customers amid inflationary pressures [34][35] - The company is well-positioned to adapt to changing culinary trends, including those driven by health considerations [76][77] Capital Allocation and M&A Environment - The capital structure is strong, with a focus on tuck-in acquisitions and share repurchases as key components of capital allocation strategy [67][68] - The M&A environment remains robust, particularly for smaller, strategic acquisitions in a fragmented industry [69][70] Technology and Automation - AI is being leveraged to improve customer experience and operational efficiency, with ongoing developments in AI-powered tools for sales and productivity [57][59] - Warehouse automation has begun to show productivity gains and improved customer service through reduced error rates [64][66] Competitive Landscape - The foodservice distribution industry remains highly fragmented and competitive, with no significant changes anticipated in the competitive dynamics [80] Outlook - The demand outlook is expected to stabilize or accelerate, contingent on consumer confidence and interest rates [82] - Margins are anticipated to face more tailwinds due to self-help initiatives and operational efficiencies [83] Additional Important Insights - The company is focused on maintaining a balanced approach to capital allocation, with stable to increasing investments in technology and portfolio optimization [84][86][87] - Labor availability has returned to pre-COVID levels, with no significant hiring issues reported [55][56]

Taseko Mines (NYSEAM:TGB) 2025 Conference December 02, 2025 01:30 PM ET Company ParticipantsBryce Hamming - CFOModeratorThank you, everyone, for joining us post-lunch. I really appreciate it. In this current panel, we have Taseko Mines. So, from Taseko, we have Bryce, CFO, joining us. Thank you, Bryce, for joining us. If anyone out there has a question, please raise your hand. We'll get a mic to you, and you can ask your question. Maybe to start off, Bryce, again, thank you very much for coming here. Maybe ...