CeriBell, Inc.(CBLL)

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CeriBell (CBLL) FY Conference Transcript
2025-06-03 23:20
CeriBell (CBLL) FY Conference June 03, 2025 10:20 AM ET Speaker0 Right. Good morning everyone. Thank you for joining us at the William Growth Stock Conference. My name is Margaret Kayser Andrew and I am the analyst here that covers Sarah Bell. There is a complete list of research disclosures and conflicts of interest at williamblair.com. But before we head off the presentation, I'll maybe start off with a thirty second pitch here. Cerabell was one of our feature stocks going into this week and it's really a ...
Ceribell to Participate in the William Blair 45th Annual Growth Stock Conference
Globenewswire· 2025-05-21 04:05
SUNNYVALE, Calif., May 20, 2025 (GLOBE NEWSWIRE) -- CeriBell, Inc. (Nasdaq: CBLL) (“Ceribell”), a medical technology company focused on transforming the diagnosis and management of patients with serious neurological conditions, today announced that Jane Chao, Ph.D., CEO and Co-founder, will present at the upcoming William Blair 45th Annual Growth Stock Conference. The presentation will take place on Tuesday, June 3, 2025, at 7:20 a.m. Pacific Standard Time / 9:20 a.m. Central Standard Time. Event: William ...
CeriBell (CBLL) 2025 Conference Transcript
2025-05-15 02:55
纪要涉及的公司 CeriBell (CBLL),一家新上市的公司 [1] 纪要提到的核心观点和论据 公司产品与市场 - 公司发明了一种新型脑监测系统,可捕捉脑电波或脑电图(EEG),硬件易于设置,还有AI驱动的癫痫检测算法“Clarity”,目前专注于急性护理中的癫痫管理,美国市场规模约20亿美元 [3][4] - 2025年第一季度,公司收入为2050万美元,活跃账户仅在美国,有558家医院,收入同比增长42%,全公司毛利率为88% [5] 未满足的临床需求 - 癫痫很常见,三分之一的ICU神经科患者有癫痫发作,且不限于神经科患者,多达92%的ICU癫痫患者无明显症状,需EEG诊断 [6][8][9] - 若患者癫痫发作10 - 20小时,死亡率可高达85%,还可能造成不可逆脑损伤;若在发作后30分钟内治疗,80%的患者有反应,延迟2小时则一半患者无反应,因此早期检测至关重要 [10][11] 现有标准护理的瓶颈 - 传统EEG发明于101年前,用于门诊癫痫诊断,不适用于ICU和ED的急性护理环境 [12] - 存在三个基本瓶颈:需要EEG技术人员设置,大多数医院只有25%的时间有EEG覆盖;设置时间长;多数医生甚至神经科医生不会解读,只有癫痫专家能解读,获取传统EEG通常需要数小时甚至数天,不符合指南要求 [13][14][15] 公司产品优势 - 公司的设备设置只需5分钟,护士等人员经10分钟培训即可操作,设备通过医院Wi-Fi将信号传输到门户,神经科医生可实时读取,“Clarity”算法可实时监测患者状态 [15][16] - 通过实际患者案例展示了产品能及时检测癫痫发作、提醒治疗并实时监测治疗效果,减少麻醉药物的过度使用,显著缩短患者住院时间、降低患者转移率 [17][18][21] 公司业务模式与增长 - 公司25%的收入来自SaaS订阅费,75%来自一次性使用的头带,业务模式具有高重复性和稳定增长的特点 [25][26] - 过去八到九个季度,公司业绩持续快速且稳定增长,在美国癫痫检测市场仅占2 - 3%,未来几年将继续专注美国急性护理中的癫痫市场 [24][27] 公司未来规划 - 继续扩大癫痫管理业务,将“Clarity”算法扩展到更年轻的患者群体,上个月获得了覆盖1岁及以上儿童的儿科版“Clarity”,这是首个且唯一获FDA批准的此类算法,数据基于1700名患者验证 [28][29] - 致力于使EEG成为ICU的新生命体征,除癫痫外,还可检测谵妄、分诊中风,已获得FDA谵妄突破性指定,正在与FDA合作推进谵妄的监管路径,并持续投资中风相关研究 [30][31] 其他重要但是可能被忽略的内容 - 公司首次作为上市公司参加BLV会议 [3] - 传统EEG发明于101年前,今年是其发明101周年 [12] - 每个ICU住院日医院花费约4.5万美元 [22]
CeriBell, Inc.(CBLL) - 2025 Q1 - Earnings Call Transcript
2025-05-09 05:32
CeriBell (CBLL) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Elizabeth Sparicio - Investor Relations AssociateJane Chao - Co-Founder, President, CEO & DirectorScott Blumberg - Chief Financial OfficerStephanie Piazzola - VP - Equity ResearchRohin Patel - Vice PresidentJoshua Jennings - Managing DirectorJohn Young - Director - Healthcare Equity ResearchJeffrey Cohen - MD - Equity Research Conference Call Participants Margaret Kaczor Andrew - Research Analyst - Healthcare Operator thank ...
CeriBell, Inc.(CBLL) - 2025 Q1 - Earnings Call Transcript
2025-05-09 05:30
CeriBell (CBLL) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 thank you for standing by. At this time, I would like to welcome you to the Cerebell Q1 twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Elizabeth Spariccio, Investor Relations. Please go ahead. Speaker1 Good afternoon, and thank you all for participating in today' ...
CeriBell, Inc.(CBLL) - 2025 Q1 - Quarterly Report
2025-05-09 04:36
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___ to ___ Commission File Number: 001-42364 CeriBell, Inc. (Exact Name of Registrant as Specified in its Charter) | Delaware | 47-1785452 | ...
CeriBell, Inc.(CBLL) - 2025 Q1 - Quarterly Results
2025-05-09 04:13
Ceribell Reports First Quarter 2025 Financial Results SUNNYVALE, Calif., May 8, 2025 – CeriBell, Inc. (Nasdaq: CBLL) ("Ceribell"), a medical technology company focused on transforming the diagnosis and management of patients with serious neurological conditions, today reported financial results for the quarter ended March 31, 2025. First Quarter 2025 & Recent Highlights Cash, cash equivalents, and marketable securities totaled $182.7 million as of March 31, 2025. 2025 Financial Outlook Ceribell is raising i ...
Ceribell Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-09 04:05
SUNNYVALE, Calif., May 08, 2025 (GLOBE NEWSWIRE) -- CeriBell, Inc. (Nasdaq: CBLL) (“Ceribell”), a medical technology company focused on transforming the diagnosis and management of patients with serious neurological conditions, today reported financial results for the quarter ended March 31, 2025. First Quarter 2025 & Recent Highlights Reported total revenue of $20.5 million in the first quarter of 2025, a 42% increase compared to the same period in 2024Ended the quarter with 558 total active accounts Achi ...
Ceribell to Participate in the Bank of America Securities 2025 Health Care Conference
Globenewswire· 2025-05-01 04:05
SUNNYVALE, Calif., April 30, 2025 (GLOBE NEWSWIRE) -- CeriBell, Inc. (Nasdaq: CBLL) (“Ceribell”), a medical technology company focused on transforming the diagnosis and management of patients with serious neurological conditions, today announced that Jane Chao, Ph.D., CEO and Co-founder, will present at the upcoming Bank of America Securities 2025 Health Care Conference. The presentation will take place on Wednesday, May 14, 2025, at 10:55 a.m. Pacific Standard Time / 1:55 p.m. Eastern Standard Time. Event ...
Ceribell Receives FedRAMP® High Authorization, Expanding Approval for Its AI-Powered Point-of-Care EEG Across Federal Healthcare Systems
GlobeNewswire News Room· 2025-04-30 20:00
Ceribell is one of only 51 companies in the U.S. to achieve FedRAMP High authorization Ceribell's breakthrough technology can now be deployed in federal healthcare facilities, including U.S. Department of Veterans Affairs hospitals, helping clinicians deliver faster diagnosis and treatment for patients at risk of non-convulsive seizures SUNNYVALE, Calif., April 30, 2025 (GLOBE NEWSWIRE) -- CeriBell, Inc. (Nasdaq: CBLL) (“Ceribell”), a medical technology company transforming the diagnosis and management of p ...