SoundThinking(SSTI) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
SoundThinking (SSTI) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Ralph Clark - President, CEO & DirectorAlan Stewart - CFOTrevor Walsh - Director - Equity Research Conference Call Participants Richard Baldry - MD & Senior Research AnalystAditya Dagaonkar - AnalystEric Martinuzzi - Senior Research AnalystJeremy Hamblin - Senior Research Analyst Operator Good afternoon, and welcome to Sound Thinking's First Quarter twenty twenty five Earnings Conference Call. My name is Kevin, and I'll ...
Semler Scientific(SMLR) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Semler Scientific (SMLR) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Douglas Murphy-Chutorian - CEOEric Semler - ChairmanJennifer Herrington - Chief Operating OfficerRenae Cormier - CFO Operator Good afternoon, and welcome to the Semler Scientific First Quarter twenty twenty five Financial Results Conference Call. All participants will be in a listen only mode. After today's prepared remarks, as time permits, management will take questions submitted prior to this call via email. Plea ...
Semler Scientific(SMLR) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Semler Scientific (SMLR) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Douglas Murphy-Chutorian - CEOEric Semler - ChairmanJennifer Herrington - Chief Operating OfficerRenae Cormier - CFO Operator Good afternoon, and welcome to the Semler Scientific First Quarter twenty twenty five Financial Results Conference Call. All participants will be in a listen only mode. After today's prepared remarks, as time permits, management will take questions submitted prior to this call via email. Plea ...
Seer(SEER) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Seer (SEER) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Kelly Gura - Vice PresidentOmid Farokhzad - Chair and CEODavid Horn - President & CFO Conference Call Participants Rachel Vatnsdal - Senior Equity Research Analyst, Healthcare Operator Good day, and thank you for standing by. Welcome to the SEER First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer ...
NeuroPace(NPCE) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
NeuroPace (NPCE) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Jeremy Feffer - Managing DirectorJoel Becker - CEO & Board MemberRebecca Kuhn - CFO & VP of Finance and AdministrationMike Kratky - Senior Managing Director - Medical Devices & TechnologyNelson Cox - Equity Research AssociatePriya Sachdeva - Director - Equity ResearchRohin Patel - Vice President Conference Call Participants Ross Osborn - Director, Lead Research Analyst - MedTech and DiagnosticsMike Polark - Senior Equity Re ...
Lineage Cell Therapeutics(LCTX) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Lineage Cell Therapeutics (LCTX) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Ioana Hone - Head, IRBrian Culley - CEOJill Howe - Chief Financial Officer Conference Call Participants William Wood - Equity Research AnalystJack Allen - Senior Research AnalystMichael Okunewitch - Senior Biotechnology AnalystAlbert Lowe - Senior Research AnalystNone - Analyst Operator Welcome to the Lineage Cell Therapeutics First Quarter twenty twenty five Conference Call. At this time, all participants a ...
Intellinetics(INLX) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Intellinetics (INLX) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Roger Grabner - Director of MarketingJim DeSocio - President & CEOJoe Spain - CFO & COO Conference Call Participants Howard Halpern - Principal Equity Analyst Operator As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Roger Grabner, Director of Marketing. Thank you. You may begin. Roger Grabner Thank you, and good afternoon, everyone. I'm pleased to welcome you to Inteleneti ...
Intellicheck(IDN) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Intellicheck (IDN) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Gar Jackson - Founder & PresidentBryan Lewis - President & CEOAdam Sragovicz - Chief Financial OfficerNeil Cataldi - Principal Conference Call Participants Mike Grondahl - Head of Equities, Director of Research & Senior Research AnalystRudy Kessinger - Managing Director - Senior Equity Research AnalystScott Buck - Managing Director & Senior Technology AnalystJeff Van Rhee - Partner & Equity Research Analyst Operator As a ...
Inovio Pharmaceuticals(INO) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Financial Data and Key Metrics Changes - Inovio reported a net loss of $19.7 million or $0.51 per share for Q1 2025, compared to a net loss of $30.5 million or $1.31 per share for Q1 2024, indicating a significant improvement in financial performance [25] - Operating expenses decreased from $31.5 million in Q1 2024 to $25.1 million in Q1 2025, representing a 20% reduction [25] - The company ended Q1 2025 with $68.4 million in cash and short-term investments, down from $94.1 million at the end of 2024, with an estimated cash runway into Q1 2026 [25] Business Line Data and Key Metrics Changes - The primary focus remains on the submission of the Biologics License Application (BLA) for INO-3107, aimed at treating recurrent respiratory papillomatosis (RRP) [6][14] - The company resolved manufacturing issues related to the Selectra device and initiated device design verification testing, which is crucial for BLA submissions [7][10] Market Data and Key Metrics Changes - RRP is a rare HPV-related disease affecting approximately 14,000 people in the US, with ongoing market research indicating a significant need for non-surgical treatment options [16][17] - The current standard of care involves multiple surgeries, which do not address the underlying disease, highlighting the potential market opportunity for INO-3107 [17][18] Company Strategy and Development Direction - Inovio aims to submit the BLA for INO-3107 by mid-2025, with a goal of receiving FDA acceptance by the end of the year and a potential PDUFA date in mid-2026 [6][14] - The company is also advancing its DNA encoded monoclonal antibody (dMAb) technology, which could offer significant advantages over traditional monoclonal antibody production methods [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the potential of INO-3107 to change the treatment paradigm for RRP, emphasizing the importance of reducing the number of surgeries for patients [6][74] - The company is focused on maintaining or improving clinical benefits seen to date and plans to submit a proposed protocol for a supplemental BLA in the future [15] Other Important Information - Inovio has been actively engaging with the RRP community and presenting data at scientific conferences to raise awareness of INO-3107 [11][12] - The company is refining its go-to-market model and planning further build-out of its commercial organization [19] Q&A Session Summary Question: Additional details on the COSM presentation - Management confirmed that the focus will be on surgery counts and additional data will be submitted for peer review [28][29] Question: Number of MSLs to onboard and epidemiology data - Management acknowledged that the 14,000 figure is likely an underestimate and ongoing research is being conducted to refine this number [31][32] Question: Expectation for surgery sparing claim in the label - Management indicated that while it is too early to predict FDA terminology, the clinical benefit of reduced surgeries is clear [38][39] Question: Update on registrational strategy outside the US - Management confirmed that discussions with European regulators are ongoing and aligned with trial design expectations [40] Question: Initial indication for dMAb technology - Management stated that while specific indications are not disclosed, the technology has broad applications beyond monoclonal antibodies [42] Question: Priority review status concerns - Management expressed confidence that the unique benefits of INO-3107 would support its case for accelerated approval despite potential competition [46][47] Question: Plans to add more data to the filing - Management confirmed that the clinical package is complete and ready for submission [48][50] Question: Pricing considerations for the initial treatment regimen - Management indicated that pricing discussions have been favorable, with comparisons to similar products in the rare disease space [56][57] Question: Plans for disclosing baseline characteristics in the confirmatory trial - Management confirmed that the patient population will be representative of the normal RRP population, focusing on HPV serotypes [69][70]
Hyperfine(HYPR) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Hyperfine (HYPR) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Webb Campbell - Investor RelationsMaria Sainz - CEO, President & DirectorBrett Hale - CFO & Chief Administrative OfficerYuan Zhi - Managing Director Conference Call Participants Frank Takkinen - Senior Research AnalystNone - Analyst Operator Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to the Hyperfine Q1 twenty twenty five Earnings ...