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Bruker (NasdaqGS:BRKR) FY Earnings Call Presentation
2026-01-12 17:00
BRUKER 2026 Themes After 70% Revenue Jump, our Focus is now on a Transformative Margin and EPS Jump Expanding our Leadership in Post-Genomic Discovery Solutions Project Accelerate 3.0: adding Novel Diagnostics and Automated AI-Lab Opportunities Frank H. Laukien Chairman, President & CEO Bruker Corporation (Nasdaq: BRKR) 2026 JP Morgan Healthcare Conference San Francisco, CA | January 12, 2026 INNOVATION WITH INTEGRITY BRUKER CORPORATION Safe Harbor Statement Any statements contained in this presentation whi ...
CRISPR Therapeutics (NasdaqGM:CRSP) FY Earnings Call Presentation
2026-01-12 16:15
CRISPR Corporate Update 44th Annual J.P. Morgan Healthcare Conference January 12, 2026 1 Forward-Looking Statements This presentation and related materials may contain statements regarding matters that are not historical facts and are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Suc ...
10X Genomics (NasdaqGS:TXG) FY Earnings Call Presentation
2026-01-12 16:15
Financial Performance - Preliminary full-year 2025 revenue is approximately $599 million, excluding $44 million related to patent litigation settlements[5,6] - Q4 2025 revenue is approximately $166 million[6] - The company's cash balance grew by over $100 million compared to year-end 2024[7] Product and Market Leadership - 10x Genomics has launched over 35 major products in the last 10 years[16] - The company has over 2,700 patents and applications[16] - Over 6,400 Chromium instruments have been sold cumulatively[34] - Over 1,500 spatial instruments have been sold cumulatively[38] Technological Advancements and Partnerships - Chromium consumables reactions growth of more than 20%[7] - Spatial Consumables revenue growth of 19%[7] - The company is building an AI-ready immuno-oncology data engine powered by 10x, generating high-resolution molecular data from over 20,000 samples and profiling over 500 million cells[52] Translational Research and Future Applications - The company is collaborating to build the world's largest single-cell dataset derived from a single cohort of >1,000 immunotherapy patients[61] - Spatial multiomics data from ~7,000 patients to ID new disease biology, patient subtypes, biomarkers, and drug types[60]
Incyte (NasdaqGS:INCY) FY Earnings Call Presentation
2026-01-12 16:15
Financial Performance and Growth Strategy - Incyte aims to transition into a high-growth Hematology-Oncology-IAI company[4] - The company targets a 15%-20% 5-year CAGR with a diversified franchise and minimal LOE exposure, targeting a $7-8 billion cash balance by 2030[14] - Incyte's core business (excluding Jakafi) is projected to grow to $3-4 billion by 2030[11, 14] - The core business (ex-Jakafi) experienced a 45% year-over-year revenue growth from 2024 to 2025[19, 23] Pipeline and Product Development - Incyte anticipates launching Jakafi XR, Opzelura (mAD), povorcitinib, and Monjuvi (1L DLBCL)[11] - The company has seven high-value pipeline assets with a potential peak net sales opportunity of over $10 billion[11, 25] - Fourteen pivotal trials across seven assets are expected by the end of the year[12] - Povorcitinib is projected to achieve over $1 billion in sales across three indications[56] Jakafi Performance - 2025 Jakafi net product revenue guidance is between $3050 million and $3075 million[18] - Jakafi volume increased 10% compared to the prior year[70, 71] Opzelura Performance - 2025 Opzelura net revenue guidance is between $630 million and $670 million[18]
iRhythm Technologies (NasdaqGS:IRTC) FY Earnings Call Presentation
2026-01-12 16:15
Financial Performance & Market Position - Anticipated full year 2025 revenue is over $740 million[30], reflecting strong commercial adoption and market expansion[83] - The company expects $870 million to $880 million in global net revenue for 2026[86] - The company anticipates an adjusted EBITDA margin of 825% to 875% for 2025[83], and projects 115% to 125% for 2026[87] - The company holds a 72% market share in Long-Term Continuous Monitoring (LTCM) within the US[39] Market Opportunity & Expansion - There are over 27 million potential patients in the United States who could benefit from ambulatory cardiac monitoring[32] - The company sees a $500 million revenue opportunity in converting 19 million legacy technology tests still performed in the US[39] - The company has a 15% market share in Mobile Cardiac Telemetry (MCT), with each 10 points of share representing $80 million to $100 million[39] - The company is targeting 32 million ambulatory cardiac monitoring tests across prioritized EU and APAC countries[32] Clinical & Technological Advancements - The company has generated over 12 million patient reports since its inception through December 31, 2025[34] - The company has accumulated approximately 3 billion hours of curated ECG data since its inception through 2025[36] - Approximately 85% of patients in representative customer programs had at least one arrhythmia identified[53]
Krystal Biotech (NasdaqGS:KRYS) FY Earnings Call Presentation
2026-01-12 15:30
This presentation and our discussion contain forward-looking statements that involve substantial risks and uncertainties. Any statements about future expectations, plans, and prospects for Krystal Biotech, Inc. (together with its subsidiaries, the "Company"), including but not limited to, statements about our global VYJUVEK launch; selected preliminary 2025 unaudited results; our 2030 vision and the market potential of the product candidates that could be launched over the next four years; the development a ...
Scholar Rock (NasdaqGS:SRRK) FY Earnings Call Presentation
2026-01-12 15:30
44th Annual J.P. Morgan Healthcare Conference Scholar Rock Investor Presentation JANUARY 12, 2026 © 2026 Scholar Rock, Inc. All rights reserved. Forward-Looking Statements Various statements in this presentation concerning the future expectations, plans and prospects of Scholar Rock Holding Corporation and Scholar Rock, Inc. (collectively, "Scholar Rock"), including without limitation, Scholar Rock's expectations regarding its growth, strategy, progress and timing of its clinical trials for apitegromab, SRK ...
BridgeBio Pharma (NasdaqGS:BBIO) FY Earnings Call Presentation
2026-01-12 15:30
Commercial Momentum & Patient Impact - Attruby achieved $146 million in Q4 2025 net product revenue[16] - Attruby had 6,629 unique U S patient prescriptions[19] - Attruby's estimated share of NBRx is greater than 25%[19] Clinical & Regulatory Progress - BBP-418 showed a 1 8x increase in glycosylated αDG at 3 months and an 82% decrease in CK at 12 months[46] - BBP-418 treated patients experienced a clinically meaningful 2 6 point benefit on NSAD relative to placebo at 12 months[51] - The FDA recommended orienting the NDA for BBP-418 toward traditional approval[54] - Encaleret achieved a 76% responder rate in the CALIBRATE trial, demonstrating superiority to conventional therapy[60, 62] - Over 1,700 unique patients were diagnosed with ADH in the U S over a 24-month period[67] Pipeline Development - A new antibody depleter program was announced for ATTR-CM[30] - The Phase 3 trial for Infigratinib in achondroplasia achieved Last Patient Last Visit (LPLV)[81] - GondolaBio's PORT-77 in EPP demonstrated approximately 75% reduction in Plasma PPIX at high dose in Phase 2a trial[126] Financial Position - BridgeBio ended 2025 with $587 5 million in cash, cash equivalents, and marketable securities[141]
Dexcom (NasdaqGS:DXCM) FY Earnings Call Presentation
2026-01-12 15:30
2025 Performance & 2026 Outlook - Preliminary 2025 revenue is expected to be approximately $4662 billion, representing organic growth of ~15%[31] - The active Dexcom base grew by 20%+[31] - Revenue for 2026 is projected to be between $516 billion and $525 billion, representing growth of ~11-13%[33] - Non-GAAP gross margin is expected to be ~63-64% in 2026[34] - Non-GAAP operating margin is expected to be ~22-23% in 2026[34] Market & Product Expansion - Approximately 40% of US adults have prediabetes[13] - Dexcom CGM has powered over 25 million patient years on automated insulin delivery[55] - Dexcom G7 15 Day has an updated algorithm with 80% MARD[56] - Stelo generated ~$130 million in revenue in 2025[72] Financial Expectations - The company expects to generate over $1 billion of free cash flow in 2026[89] - Adjusted EBITDA is expected to be greater than $15 billion[88]
Bristol-Myers Squibb Company (NYSE:BMY) FY Earnings Call Presentation
2026-01-12 15:30
Bristol Myers Squibb: Built for Growth 44th Annual J.P. Morgan Healthcare Conference Christopher Boerner, Ph.D., Board Chair & CEO January 12th, 2026 Forward Looking Statements This presentation (as well as the oral statements made with respect to the information contained in this presentation) contains statements about Bristol-Myers Squibb Company's (the "Company") future financial results, plans, business development strategy, anticipated clinical trials, results and regulatory approvals that constitute f ...