OPKO Health (NasdaqGS:OPK) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAdam Logal - SVP and CFOElias Zerhouni - Vice Chairman and PresidentGary Nabel - CIOPhillip Frost - Chairman and CEOYvonne Briggs - Director of Investor RelationsNone - Company RepresentativeConference Call ParticipantsBrian Cheng - Executive Director and Senior Biotech AnalystEdward Tenthoff - Managing Director and Senior Research AnalystMaury Raycroft - Equity Research AnalystYale Jen - Senior Biotech Analys ...

OPKO Health (NasdaqGS:OPK) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAdam Logal - SVP and CFOElias Zerhouni - Vice Chairman and PresidentGary Nabel - CIOPhillip Frost - Chairman and CEOYvonne Briggs - Director of Investor RelationsNone - Company RepresentativeNone - Company RepresentativeConference Call ParticipantsBrian Cheng - Executive Director and Senior Biotech AnalystEdward Tenthoff - Managing Director and Senior Research AnalystYale Jen - Senior Biotech AnalystOperatorHe ...

Ginkgo Bioworks (NYSE:DNA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker0Good evening. I'm Daniel Marshall, Senior Manager of Communications and Ownership. I'm joined by Jason Kelly, our co-founder and CEO, and Steve Cohen, our CFO. Thanks as always for joining us. We're looking forward to updating you on our progress. As a reminder, during the presentation today, we will be making forward-looking statements which involve risks and uncertainties. Please refer to our filings with the SEC to lea ...

Elanco Animal Health Conference Call Summary Company Overview - **Company**: Elanco Animal Health (NYSE: ELAN) - **Date**: February 26, 2026 - **Speakers**: Jeff Simmons (President and CEO), Bob VanHimbergen (Executive VP and CFO) Key Points Industry and Market Position - The animal health industry is experiencing positive trends, particularly in pet care and protein sectors, with Elanco positioned well within these markets [5][6] - Elanco's strategy focuses on growth, innovation, and cash generation, aiming to be a consistent and reliable performer [5][6] Financial Performance - Elanco reported strong Q4 results, exceeding expectations in adjusted EBITDA, revenue, and EPS [6] - Guidance for fiscal 2036 includes: - Mid-single-digit top-line growth - High single-digit EBITDA growth - Low double-digit EPS growth - Deleveraging to low threes by year-end [8][22] Innovation and Product Pipeline - Elanco's innovation pipeline is robust, with a focus on products like Zenrelia and Befrena, which are expected to drive future growth [10][12] - Zenrelia has shown strong market uptake, achieving 40% market share in Brazil and significant growth in the U.S. [13][15] - The company plans to increase investment in Zenrelia due to its positive performance and demand [14] Competitive Landscape - Elanco anticipates competitive responses from companies like Zoetis and Merck, but believes its product efficacy will maintain its market position [62][67] - The entry of new competitors, such as Merck's NUMELVI, is factored into Elanco's guidance, with expectations of continued market share growth [30][34] Pricing Strategy - Elanco has implemented a price increase of 2% in 2025, with expectations for further price uplift in 2026 due to new product launches [74][76] - The company emphasizes that market share gains are driven by product efficacy rather than pricing alone [74] Distribution Relationships - Elanco maintains strong relationships with major distributors, which are expected to provide a competitive advantage moving forward [78][80] - The company has a unique buy-sell model that allows for better value creation and demand generation [78] Long-term Outlook - Elanco expects to see EBITDA margins improve by 200 to 350 basis points by 2028, driven by volume leverage and a favorable product mix [88] - The Ascend initiative is expected to contribute significantly to operational efficiency and margin improvement [88] Additional Insights - The company is focused on maintaining a balanced approach to investment in innovation and operational efficiency, ensuring long-term growth [81][85] - Elanco's omnichannel approach is highlighted as a key strategy to enhance customer engagement and compliance in pet care [41] Conclusion Elanco Animal Health is positioned for growth in the animal health market, driven by a strong innovation pipeline, effective pricing strategies, and robust distribution relationships. The company is optimistic about its future performance, with a focus on maintaining product efficacy and market share amidst increasing competition.

Aprea Therapeutics (NasdaqCM:APRE) FY Conference February 26, 2026 08:40 AM ET Company ParticipantsOren Gilad - President and CEONone - AssociateNoneMorning, everyone, thanks for joining us. My name is Anthony, and I'm an associate here at Oppenheimer. It's my pleasure to introduce Aprea Therapeutics, a precision oncology company focused on targeting the DNA damage response pathway. Their lead program is APRN-1051, a next-gen WEE1 inhibitor. The company is also advancing ATRN-119, a macrocyclic ATR inhibito ...

Ligand Pharmaceuticals (NasdaqGM:LGND) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker7Thank you for standing by, and welcome to Ligand's fourth quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by 1 on your telephone keypad. If you would like to withdraw your question, please press star one again. ...

Robust financial performance driven by full year 2025 royalty revenue growth of 48% Reiterating 2026 financial guidance of $245-$285 million in revenues and adjusted earnings per diluted share1 of $8.00-$9.00 Conference call and webcast at 8:30 a.m. Eastern time today JUPITER, Fla., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Ligand Pharmaceuticals Incorporated (Nasdaq: LGND) today reported financial results for the three and twelve months ended December 31, 2025, and provided an operating forecast and business updat ...

RAHWAY, N.J.--(BUSINESS WIRE)--Merck Animal Health, known as MSD Animal Health outside of the United States and Canada, a division of Merck & Co., Inc., Rahway, N.J., USA (NYSE:MRK), announced today the U.S. Food and Drug Administration (FDA) approval of NUMELVI™ (atinvicitinib tablets) – the first and only second-generation Janus kinase (JAK) inhibitor indicated for the control of pruritus associated with allergic dermatitis in dogs six months of age and older. The product is expected to b. ...

Merck's two-drug HIV regimen matched Gilead's blockbuster Biktarvy in Phase 3 trials and is under FDA review as the company prepares for Keytruda's patent cliff. ...

RAHWAY, N.J.--(BUSINESS WIRE)--Merck (NYSE: MRK), known as MSD outside of the United States and Canada, today announced the presentation of results from three pivotal Phase 3 trials evaluating the investigational, once-daily, oral, two-drug regimen of doravirine/islatravir [DOR/ISL (100 mg/0.25 mg), (MK- 8591A)] in adults with HIV-1. The findings were shared in late-breaking presentations at the 33rd Conference on Retroviruses and Opportunistic Infections (CROI) being held in Denver. "We are proud to contin ...