Bayer (OTCPK:BAYR.Y) Update / briefing February 06, 2026 09:00 AM ET Company ParticipantsAlek Ebbeling - Associate Director of Pharmaceuticals Equity ResearchAlexander Seidler - Head of Investor RelationsAshkan Shoamanesh - Professor of Neurology, and Director of the Stroke ProgramChristoph Koenen - Global Head of Clinical Development and OperationsJan Foss - Global Head of AsundexianRajesh Kumar - Head of European Life Sciences and Healthcare ResearchConference Call ParticipantsCharles Pitman-King - Direct ...

Advanced Info Service Public Company (OTCPK:AVIF.Y) 2026 Investor Day February 06, 2026 01:00 AM ET Company ParticipantsPhupa Akavipat - Chief Enterprise Business OfficerPratthana Leelapanang - CEOSomruetai Tantakitti - Head of Investor RelationsTee Seeumpornroj - CFONone - Video NarratorSomruetai TantakittiGood afternoon everyone, and welcome to our Investor Day for 2026, the next growth chapter. Today, let me remind you that participants on Zoom, if you want to listen in English, you may choose English ro ...

ZenaTech (NasdaqCM:ZENA) Conference February 05, 2026 04:00 PM ET Company ParticipantsJames Sherman - CFOLinda Montgomery - VP of Corporate DevelopmentConference Call ParticipantsPat McCann - Equity Research AnalystPat McCannHello, everyone. My name is Pat McCann, a Research Analyst here with Noble Capital Markets. Thanks for joining us today. Today, we have Jim Sherman and Linda Montgomery with ZenaTech. Before I hand the floor over to them, I just wanna give a quick reminder that if you have any questions ...

Denali Therapeutics (NasdaqGS:DNLI) Update / briefing February 05, 2026 03:30 PM ET Company ParticipantsAnanda Ghosh - Managing DirectorJoseph Lewcock - Chief Scientific OfficerPeter Chin - Acting Chief Medical Officer and Head of DevelopmentRyan Watts - CEOConference Call ParticipantsAndrew Tsai - Senior Research AnalystCharles Moore - AnalystDavid Hoang - AnalystJay Olson - Senior Research AnalystJoseph Thome - AnalystMayank Mamtani - AnalystMichael DiFiore - AnalystMichael Yee - AnalystMyles Minter - Ana ...

Summary of IN8bio Conference Call - February 05, 2026 Company Overview - **Company**: IN8bio (NasdaqGM:INAB) - **Focus**: Development of cellular therapies using gamma delta T cells - **Key Personnel**: William Ho (CEO), Dr. Larry Lamb (Chief Scientific Officer) [1][2] Core Programs and Pipeline - **Ongoing Programs**: - **INB-100**: Allogeneic cell therapy for leukemia patients undergoing transplantation, currently enrolling an expansion cohort with updated phase one data expected by year-end [3] - **INB-619**: T cell engager platform targeting CD19 for both oncology and autoimmune diseases [3] - **INB-200 and INB-400**: Genetically modified gamma-delta T cell programs targeting solid tumors, particularly glioblastoma [3][4] Glioblastoma Treatment Insights - **Mechanism of Action**: Targets the DNA damage response (DDR) pathway, which is fundamental to all cells, making it potentially applicable to various solid tumors [33] - **Clinical Trial Results**: - Patients treated with INB-200 and INB-400 showed a median progression-free survival (PFS) of 13 months, compared to 6.6 months in the control group [14] - Overall survival (OS) for treated patients reached 17.2 months, with some patients remaining progression-free for over 4 years [15][47] - No major toxicity signals or adverse events reported [11] T Cell Engager Platform - **INB-619**: A unique CD19 targeting T cell engager designed to minimize cytokine release syndrome (CRS) while effectively depleting B cells [22][27] - **Comparative Efficacy**: INB-619 demonstrated comparable or superior potency to existing B-cell depleters like Amgen's blinatumomab and Roche's mosunitumab, with a significantly wider therapeutic window [26][27] Financial and Operational Updates - **Recent Financing**: Raised $20.1 million led by Coastlands Capital, with participation from Franklin Templeton and other investors, providing runway through 2027 [28][50] - **Upcoming Milestones**: - Public peer-reviewed publication of glioblastoma data - FDA guidance on regulatory path for glioblastoma program - Mouse data for INB-619 expected by late summer [53] Additional Insights - **Market Positioning**: IN8bio has chosen not to pursue autoimmune diseases with cell therapies, focusing instead on oncology due to concerns about the safety and efficacy of existing treatments in that area [20] - **Histopathology Findings**: Analysis of treated patients showed significant infiltration of gamma-delta T cells, indicating effective targeting of tumors [19] Conclusion - IN8bio is making significant strides in the development of innovative therapies for glioblastoma and leukemia, with promising clinical results and a solid financial foundation to support ongoing research and development efforts [29]

Summary of Volatus Aerospace Conference Call Company Overview - **Company Name**: Volatus Aerospace - **Stock Symbols**: OTCQX: TAKOF, TSXV: FLT - **Business Model**: Dual-use aerial intelligence and logistics platform operating in regulated environments such as energy, infrastructure, and public safety [2][3] Core Industry Insights - **Market Shift**: There is a clear shift in global priorities towards sovereignty and operational resilience, with a preference for dual-use capabilities that are proven in commercial environments [3][4] - **Customer Preferences**: Customers are moving away from point solutions to long-term operating partners that can sustain capabilities over time [4][5] - **Regulatory Environment**: Regulatory changes are evolving, with Canada allowing larger drones to operate beyond visual line of sight, creating significant opportunities [21][22] Financial Performance - **Revenue Growth**: Revenue grew by 60% in Q3 2025 to CAD 10.6 million, with gross margins between 32% and 34% [13] - **Profitability Improvement**: EBITDA drain reduced from approximately CAD 3 million to less than CAD 500,000 per quarter [14] - **Cash Position**: The company had CAD 40 million in cash at the end of 2025, with CAD 20 million in long-term contracts and a CAD 10 million backlog [15] Market Positioning - **Valuation Discrepancy**: Volatus is trading at less than 13 times trailing 12 months' revenue, while comparable companies are trading at over 90 times, indicating a significant market opportunity [15][16] - **Insider Holdings**: Approximately 21% insider holdings, with no insider selling, indicating confidence in the company's long-term prospects [16][17] Strategic Growth Areas - **Core Markets**: Focus on energy, critical infrastructure, public sector, and safety missions, with sovereign and defense as major growth areas [7][8] - **Expansion Plans**: Establishing a U.S. base in Tulsa, Oklahoma, to expand pipeline operations, with a long-term technology roadmap to introduce drones [12][19] Competitive Advantages - **Regulatory Credibility**: Operating in regulated environments creates barriers to entry that take years to build [9] - **Operational Efficiency**: Centralized operations allow for scaling without a linear increase in personnel or infrastructure [7][9] - **Platform Agnostic**: Flexibility to operate across multiple aircraft systems reduces dependency on any single platform [9] Future Outlook - **Defense Demand**: Anticipated growth in defense-related revenue, with strong demand for autonomous technologies expected to continue for the next three to five years [27][28] - **Manufacturing Focus**: Increased emphasis on domestic manufacturing to support defense needs, with a new facility in Mirabel, Quebec [19][20] Conclusion - Volatus Aerospace is positioned for significant growth in the dual-use aerial intelligence market, with strong financial performance, a solid operational model, and a strategic focus on expanding its capabilities in both commercial and defense sectors. The company is well-aligned with current market demands and regulatory trends, presenting a compelling investment opportunity.

Summary of DeFi Development Corp. (NasdaqCM:DFDV) Monthly Business Recap - February 5, 2026 Company Overview - **Company**: DeFi Development Corp. (DFDV) - **Industry**: Decentralized Finance (DeFi) Key Highlights Financial Performance - **Balance Sheet**: Approximately 2.2 million SOL held - **SPS (Stock Price)**: 0.0743 - **DFDV SOL Supply**: Over 512,000 SOL - **Trading Volume**: DFDVX (tokenized equity) recorded over $30 million in trading volume [5][6] Partnerships and Integrations - Expanded on-chain yield and treasury infrastructure through new integrations with HILO, Mooncake, Solstice, Yield Vault, and Jupiter Lend [5][6] Governance and Leadership - Added Hadley Stern, former Chief Commercial Officer at Marinade Finance, to the DFDV board [6][44] - Established a new revolving credit facility with DFDV UK [6] Market Conditions and Strategy - Current market conditions are volatile, with Bitcoin experiencing significant price drops, indicating a potential bear market [8][12] - The company is focused on long-term growth and development, emphasizing the importance of building during bear markets [19][20][22] Capital Allocation and Buybacks - The company is exploring preferred stock issuance but faces challenges due to current market conditions [39][40] - Engaged in share buybacks to grow SOL per share for long-term holders, with a focus on sustainable growth [41][42][43] Regulatory Environment - DFDV UK is navigating a more stringent regulatory environment compared to the U.S., which may slow down progress but is seen as a long-term opportunity [48][49] Experimentation with New Products - Launched a meme coin as an experiment to engage with the DeFi community and explore new avenues for growth and incentives [63][64][66] Additional Insights - The company acknowledges the current skepticism in the market but remains committed to its long-term vision and operational strategies [68] - Emphasizes the importance of building a robust foundation during market downturns, which historically leads to successful projects in subsequent bull markets [19][20] Conclusion - DeFi Development Corp. is actively navigating a challenging market environment while focusing on strategic growth, partnerships, and innovative product offerings. The leadership remains optimistic about the future and is committed to building a sustainable business model in the DeFi space.

NewLake Capital Partners (OTCPK:NLCP) Update / briefing February 05, 2026 02:00 PM ET Company ParticipantsAnthony Coniglio - President and CEOPablo Zuanic - Managing PartnerPablo ZuanicGood afternoon, everybody. It's Pablo Zuanic, Equity Analyst at Zuanic & Associates. I have the pleasure of introducing the CEO of NewLake Capital Partners, the sale-leaseback operator, Anthony Coniglio. Anthony, welcome.Anthony ConiglioHi, Pablo. How are you?Pablo ZuanicDoing fine, doing fine. Look, I mean, we're all waiting ...

Summary of Power Metallic Mines Conference Call Company Overview - **Company Name**: Power Metallic Mines Inc. - **Stock Symbols**: TSX Venture Exchange: PNPN, OTCQB: PNPNF - **CEO**: Terry Lynch - **Location**: Quebec, Canada Industry Context - **Sector**: Mining, specifically focusing on polymetallic resources - **Market Sentiment**: The mining market has improved, making it easier to raise capital compared to 18 months ago [4][12] Key Discoveries and Projects - **Nisk Discovery**: A polymetallic discovery in Quebec, containing copper, nickel, platinum group elements, gold, and silver [2] - **Drilling Program**: A fully funded 100,000-meter drill program, with 35,000 meters drilled in the last six months and 65,000 meters planned for the current year [3] - **Lion Zone**: A significant discovery within the Nisk project, with five holes averaging over 20 meters in length and over 8% copper equivalent [11] Financial Position - **Funding**: Raised CAD 50 million over a year ago, currently holding CAD 33 million [2] - **Capital Structure**: Approximately 233 million shares outstanding, with 280 million fully diluted [4] - **Investor Support**: Core shareholders, including notable figures like Robert Friedland, have been actively investing [4][5] Geological Insights - **Resource Estimates**: Initial nickel discovery of 3.1 million tons at 1.5% nickel has grown to 7.1 million tons, with expectations of reaching around 8.5 million tons [10] - **Unique Deposit Type**: The discovery is classified as an orthomagmatic nickel copper PGE deposit, a rare and highly profitable type [13][14] - **Metallurgical Recoveries**: Recent studies show recoveries of 95%, significantly higher than the expected 80%, enhancing profitability [27][28] Strategic Advantages - **Location Benefits**: Quebec offers established infrastructure, supportive government policies, and favorable fiscal terms for mining operations [5][6][10] - **Community Relations**: Strong relationships with the James Bay Cree First Nations, facilitating cooperative resource development [6][7] Future Plans and Catalysts - **Exploration Targets**: Continued exploration of multiple targets, including Lion West and Tiger Deep, with potential for significant discoveries [34][41] - **Uplisting Plans**: Application to uplist on the New York Stock Exchange expected to conclude in Q1 2026, which could enhance stock value [29][30] - **Saudi Arabia Ventures**: Engaging in exploration projects in Saudi Arabia, with promising geological indicators and lower drilling costs due to minimal overburden [46][49] Market Comparisons - **Valuation**: Currently trading at a significant discount compared to peers, with potential for revaluation as exploration progresses [12][44] Conclusion - **Investment Outlook**: The company presents an asymmetric investment opportunity with substantial upside potential, driven by ongoing exploration and favorable market conditions [44][45]

DHI Group (NYSE: DHX) Conference Summary Company Overview - DHI Group operates two tech-oriented recruiting platforms: ClearanceJobs and Dice, which connect employers with tech talent in the U.S. [4][5] - The company is headquartered in Denver, Colorado, and is listed on the New York Stock Exchange under the symbol DHX [4]. Financial Performance - In 2025, DHI Group reported $128 million in revenue and $126 million in bookings, with a five-year CAGR of 2% for revenue and a decline of 1% for bookings [7]. - Adjusted EBITDA was $35 million, resulting in a 27% Adjusted EBITDA margin [7]. - The company generated $21 million in operating cash flow and $14 million in free cash flow [7]. - Over 90% of revenue is recurring, with a significant portion coming from subscription contracts [6][20]. Market Dynamics - The tech staffing sector, which constitutes over 80% of Dice's revenue, is beginning to recover after a hiring recession [7][32]. - The U.S. tech workforce has grown by approximately 3% annually over the past 30 years, with a forecasted growth of at least 15% over the next decade [9][14]. - The average salary for tech professionals in the U.S. is around $111,000, significantly higher than the average worker's salary of $50,000 [11]. Competitive Advantages - DHI Group differentiates itself through specialized search algorithms that focus on tech skills rather than job titles [5]. - The company has a unique skills taxonomy that categorizes over 100,000 tech skills, which is patented and central to its value proposition [16]. - ClearanceJobs is the leading platform for accessing technology professionals with government clearances, a niche not served by competitors like LinkedIn [10]. Recent Developments - DHI Group has introduced a self-service option for managing Dice subscriptions and is testing a premium candidate experience for ClearanceJobs [6]. - The company acquired Agile ATS, an applicant tracking system optimized for government hiring, which has seen revenue growth since its integration [6][35]. - A share buyback program was reinstated, with $11.4 million worth of shares repurchased in 2025 [8]. Future Outlook - The U.S. defense budget is expected to increase significantly, providing opportunities for ClearanceJobs to expand its services to existing contractors [13][36]. - DHI Group aims to achieve a 25% Adjusted EBITDA margin for 2026 and is targeting growth in a normalized demand environment [23][30]. - The company plans to continue exploring tuck-in acquisitions to enhance its service offerings [36]. Challenges - The HR tech space has faced challenging market conditions, with bookings and revenue declining year-over-year [23][30]. - Dice's bookings have a five-year CAGR of -7%, with recent quarters showing a decline in revenue [29]. Key Metrics - ClearanceJobs revenue in 2025 was $55 million, with a five-year CAGR of 12% [28]. - Dice revenue in 2025 was $73 million, with a five-year CAGR of -4% [28]. - ClearanceJobs has a 90% revenue renewal rate and a 109% retention rate [28]. Conclusion - DHI Group is positioned to capture growth in tech hiring, supported by a strong subscription model and a focus on specialized tech recruitment [31].