Phathom Pharmaceuticals (PHAT) FY Conference June 11, 2025 10:40 AM ET Speaker0 Okay. We'll continue with the next session. Good morning, everyone. I'm Paul Choi, and I cover the biotech sector here at Goldman Sachs. It's my pleasure to have Fathom Pharmaceuticals here for our next session and Steve Fosta, CEO, to my immediate left. Maybe what we'll do is kick it off by letting Steve kinda introduce himself, maybe provide a little bit of background. There has been some changes at at Fathom recently, and so ...

I've been keeping a close eye on Phathom Pharmaceuticals, Inc. (NASDAQ: PHAT ) for quite some time. I like what they do; their main focus is on gastrointestinal disorders, and they have a pretty promising drugI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like ...

Shares of Phathom Pharmaceuticals, Inc. (PHAT) have gained 184.1% over the past four weeks to close the last trading session at $8.92, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $18.50 indicates a potential upside of 107.4%.The mean estimate comprises eight short-term price targets with a standard deviation of $8.09. While the lowest estimate of $5 indicates a 44% decline f ...

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文章核心观点 - 美国食品药品监督管理局（FDA）批准了Phathom Pharmaceuticals公司于2024年12月11日提交的公民请愿书，并表示将修正《橙皮书》，确认VOQUEZNA（沃诺拉赞）片剂拥有10年的新化学实体独占权，有效期至2032年5月3日 [1] 公司信息 - Phathom Pharmaceuticals是一家专注于胃肠道疾病新型疗法研发和商业化的生物制药公司 [2] - 公司获得了沃诺拉赞的独家授权，其产品包括用于缓解成人非糜烂性胃食管反流病（GERD）相关烧心症状、治疗成人糜烂性GERD及其相关烧心症状的VOQUEZNA（沃诺拉赞）片剂，以及用于治疗成人幽门螺杆菌感染的VOQUEZNA TRIPLE PAK（沃诺拉赞片、阿莫西林胶囊、克拉霉素片）和VOQUEZNA DUAL PAK（沃诺拉赞片、阿莫西林胶囊） [2]

Phathom Pharmaceuticals (PHAT) 2025 Conference June 05, 2025 09:55 AM ET Speaker0 Alright. Great. Welcome everybody to day two of the Jefferies Healthcare Conference in New York. My name is Dennis Ding, a biotech analyst here at Jefferies and I have the great pleasure of having Fathom Pharmaceuticals here with us. We have CEO, Steve Vasta. Welcome. Speaker1 Thank you Dennis. Appreciate the opportunity to be here. Speaker0 So before we kinda get into the questions, I would love if you can give a broad overvi ...

财务数据和关键指标变化 - 无相关内容 各条业务线数据和关键指标变化 - 无相关内容 各个市场数据和关键指标变化 - 无相关内容 公司战略和发展方向和行业竞争 - 无相关内容 管理层对经营环境和未来前景的评论 - 无相关内容 其他重要信息 - 会议于2025年6月3日上午11:30开始，采用线上形式召开，董事会成员、高级管理团队成员和公司注册公共会计师代表参会 [1][3] - 会议进行投票，截至2025年4月7日，有69,648,287股普通股有权投票，已收到多数股份的代理投票，会议达到法定人数 [7][8] - 会议需表决四项提案，包括选举两名三类董事、批准安永为公司2025财年独立注册公共会计师事务所、批准高管薪酬、批准未来高管薪酬非约束性咨询投票频率 [8][9] - 初步投票结果显示，董事会候选人当选，安永获批准，高管薪酬获批准，未来高管薪酬咨询投票频率为一年获批准，最终投票结果将在四个工作日内以8 - K表格报告 [10][11][12] 问答环节所有提问和回答 - 无相关内容

Phathom Pharmaceuticals (PHAT) FY 2025 Conference May 20, 2025 04:00 PM ET Speaker0 Matthew Caulfield. I'm a senior biotech analyst here at H. C. Wainwright. Our next company is DiaMedica Therapeutics. I'm joined by David Wenbecki, chief business officer. So thank you to DiaMedica for being here. Thanks for having us, Matt. We really appreciate it. Absolutely. So maybe to start things off at a high level, DMedica has a platform focused on ischemic diseases with biologic asset DM199. Can you talk to us about ...

公司股价表现 - Phathom Pharmaceuticals(PHAT)股价近期持续下跌 过去四周累计跌幅达45 8% 目前处于超卖区域 具备趋势反转的技术条件 [1] - 该股RSI指标为20 52 低于30的超卖阈值 显示抛压可能接近衰竭 股价有望回归供需平衡点 [5] 技术分析指标 - 相对强弱指数(RSI)是衡量股价动量变化的技术指标 数值低于30表明股票处于超卖状态 [2] - RSI指标可快速识别股价是否接近反转点 但需结合其他工具综合判断 不宜单独作为投资依据 [3][4] 基本面改善信号 - 卖方分析师普遍上调公司全年盈利预测 过去30天共识EPS预期增长12 9% 盈利预期上修通常推动短期股价上涨 [7] - 公司当前Zacks排名为2(买入) 位列覆盖的4000多只股票前20% 显示盈利修正趋势向好 [8]

文章核心观点 - 文章分析了Phathom Pharmaceuticals公司的季度财报，包括盈利和营收情况，指出股价走势与盈利预期相关，当前Zacks Rank显示股票有望近期跑赢市场，还提及同行业Arcutis Biotherapeutics公司的业绩预期 [1][3][6] 公司业绩情况 Phathom Pharmaceuticals公司 - 2025年第一季度每股亏损1.07美元，高于Zacks共识预期的亏损1.06美元，去年同期每股亏损1.42美元，本季度盈利意外下降0.94% [1] - 上一季度预期每股亏损0.98美元，实际亏损0.79美元，盈利意外增长19.39% [1] - 过去四个季度，公司两次超出每股收益共识预期 [2] - 2025年3月季度营收2852万美元，超出Zacks共识预期1.06%，去年同期营收191万美元，过去四个季度公司四次超出营收共识预期 [2] Arcutis Biotherapeutics公司 - 预计2025年第一季度报告中每股亏损0.21美元，同比变化+34.4%，过去30天该季度共识每股收益预期下调3.7% [9] - 预计营收6377万美元，较去年同期增长28.6% [10] 公司股价表现 - Phathom Pharmaceuticals公司自年初以来股价下跌约47.2%，而标准普尔500指数下跌5.3% [3] 公司盈利预期 Phathom Pharmaceuticals公司 - 即将到来的季度，当前共识每股收益预期为亏损0.97美元，营收3823万美元；本财年共识每股收益预期为亏损3.55美元，营收1.6786亿美元 [7] - 财报发布前，盈利预期修正趋势良好，当前Zacks Rank为2（买入），预计股票近期跑赢市场 [6] Arcutis Biotherapeutics公司 - 2025年第一季度业绩预计于5月6日发布 [9] 行业情况 - 医疗 - 生物医学和遗传学行业在Zacks行业排名中处于前32%，研究显示排名前50%的行业表现比后50%的行业高出两倍多 [8]