Parsons (PSN) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 Okay. Great. Alright. Come on in. Have a seat. Some some of the good seats up front still if you need one. You're welcome to sit wherever. I'm just saying they're available if you want it. Thanks for joining us for the next session at Baird's Global Consumer Technology and Service Conference. I'm Andy Whitman, together with Justin Hockey. We cover the consulting and engineering companies, construction and engineering companies, and facility se ...

Kezar Life Sciences (KZR) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 All set? Speaker1 Yes, sure. Speaker0 Okay. Hi, everyone. My name is Maury Raycroft, and I'm one of the biotech analysts at Jefferies. So a great pleasure to I'd like to welcome Chris Kirk, the CEO of Keyzar. Thanks so much for joining us today, Chris. Speaker1 Happy to be here. Speaker0 And maybe to start off for those who may be unfamiliar with the company, if you can give a brief intro to Keyzar. Speaker1 Keyzar is a ten year ol ...

纪要涉及的行业或者公司 - 行业：制药行业 - 公司：ANI Pharmaceuticals (ANIP) 纪要提到的核心观点和论据 公司整体情况 - 核心观点：ANI Pharmaceuticals有三个业务单元，2025年有望持续增长，财务状况良好 [2][3][4] - 论据：2025年营收指引为7.68 - 7.93亿美元，调整后非GAAP EBITDA为1.95 - 2.05亿美元，营收增长25% - 29%，资产负债表上有1.5亿美元现金，净杠杆率为2.7倍；95%的营收来自美国销售的产品，超90%产品的成品剂量在美国制造，对中国API的直接依赖低于5% [4][5][9] 各业务单元情况 - **罕见病业务单元** - 核心观点：是公司增长的主要驱动力，旗下资产具有增长和持久的特点 [3][11] - 论据：有三个商业资产Cortrophin Gel、Iluvien和YUTIQ；2025年罕见病业务营收指引为3.62 - 3.77亿美元，近四年复合年增长率近106% [10][11] - **仿制药业务单元** - 核心观点：实现高个位数到低两位数增长，具有强大的研发能力和运营优势 [3][32] - 论据：2024年推出17种新产品，2025年第一季度仿制药营收达9870万美元，同比增长41%，环比增长26%；拥有美国本土制造基地，2024年为患者提供超18亿剂治疗药物 [32] - **品牌业务单元** - 核心观点：利润率高，能产生强劲现金流，与仿制药业务为罕见病业务提供资金支持 [3] - 论据：无具体数据支撑，但强调了其在业务循环中的作用 主要产品情况 - **Cortrophin Gel** - 核心观点：具有强劲的多年增长潜力 [13][15] - 论据：获批22种适应症，聚焦6种；2022 - 2024年ACTH市场从6亿美元增长到6.84亿美元，2025年预计增长到7.92亿美元；2025年第一季度有创纪录的新病例启动和新患者开始使用；40%的处方医生此前未使用过ACTH；急性痛风性关节炎发作占其使用量的约18%，眼科用量季度环比增长50%；公司持续投资加强该产品线，如开展痛风临床试验、推出预填充注射器等 [14][15][17][18][19] - **ILUVIEN和YUTIQ** - 核心观点：有较大增长空间，合并后将带来供应链安全和简化处方等好处 [21][22][23] - 论据：ILUVIEN用于治疗糖尿病性黄斑水肿和慢性非感染性葡萄膜炎，YUTIQ用于慢性NIUPS；DME有90万患者，约7.5万患者对多种抗VEGF治疗反应不佳，是ANI的潜在市场，目前ILUVIEN每年使用患者不足5000人；NIUPS约有10万患者，每年治疗患者不足5000人；从本月中旬开始将两者合并为ILUVIEN进行商业化销售 [22][24][25][26][27] 其他重要但是可能被忽略的内容 - 公司在2025年多次上调业绩指引，主要基于罕见病业务（尤其是Cortrophin Gel）、品牌业务和仿制药业务的强劲表现 [36][37][38] - 公司为Cortrophin Gel增加了约20名销售代表，主要针对风湿科、肾病科和神经科，销售团队规模从约40人增加到约60人，且在第一季度基本完成扩充 [40][41][43] - 公司在ILUVIEN和YUTIQ方面，解决了销售团队人员流动问题，目前仅剩一个空缺职位，并针对医保共付支持问题调整了商业策略，第二季度需求加速 [50][51][52]

Fiserv (FI) FY Conference June 04, 2025 02:20 PM ET Speaker0 Good afternoon, everybody. Thanks for joining us. My name is Andrew Jeffrey. I'm a fintech analyst covering Fiserv along with Chris Kennedy who's right there. Appreciate you joining us this afternoon. I have to read a quick disclosure. Sorry about that. So I'm required to inform you that a complete list of research disclosures or potential conflicts can be found on our website, williamblair.com. So with that, happy to introduce Bob Howe, Fiserv's ...

Booking Holdings (BKNG) 2025 Conference June 04, 2025 02:20 PM ET Speaker0 Thank you everyone for joining us. We are very happy to have Iwout Steenbergen, Speaker1 did I pronounce it right? Hope. For Speaker0 a little Q and A with booking, covered booking, it used to be Priceline for eighteen years and have always appreciated the company and the access. So thank you so much for coming. Maybe just to start, know you're not new anymore, but you Speaker1 kind of came a little Speaker0 bit more on your backgrou ...

Stevanato Group (STVN) FY Conference June 04, 2025 02:20 PM ET Speaker0 Good morning, everyone. Afternoon now, actually. It was a slash. Good morning slash afternoon. So afternoon. Thanks for joining us here for, the Stepanado management presentation. My name is Matt Larue. I cover tools, cover Stefano here at William Blair, and, very pleased to once again be joined by the company's CEO, Franco Stefano, as well as Giacomo from investor relations. I wanna make two quick notes. The first is that the the break ...

Palomar (PLMR) FY Conference June 04, 2025 02:20 PM ET Speaker0 Palomar, which should be a great, great session. Adam Klauber, I run an insurance team here. For the you can see the disclosures. I think they're on our website. Check those out. More important, we've got, you know, great company, Palmar, Mac Armstrong, founder and CEO, and Chris Uchida, CFO, who's probably been with Mac forever also. I'll just say two, you know, two seconds about the company and then turn it over to Mac. You know, as we search ...

Veeva Systems (VEEV) FY Conference June 04, 2025 02:20 PM ET Speaker0 Awesome. Speaker1 Good. Oh, Speaker0 yep. Thank you, everybody. Appreciate, your time and attention here. My name is Dylan Becker. I'm the research analyst here, at William Blair that covers Viva Systems. We have the CFO, Brian with us today. For all of the necessary disclosures with today's presentation, you can find those at at WilliamBlair.com. But, Brian, thank you for joining us. Speaker1 Thanks for having us. Speaker0 There's there' ...

ZipRecruiter (ZIP) FY Conference June 04, 2025 02:20 PM ET Speaker0 Hello, everyone. My name is Ian, Ian Siegel. As Ralph just told you, I am the founder and CEO of ZipRecruiter. Tim's gonna be my co presenting partner, and I'm excited to introduce you to the company. So for those that aren't familiar with our story, I thought I'd start with some highlights. We've been in business for fifteen years. We have been profitable. We have $468,000,000 on the balance sheet. We're the number one rated employer site ...

Global Industrial Company (GIC) FY Conference June 04, 2025 02:20 PM ET Speaker0 Thank you, Ryan. Good afternoon, everyone. As Ryan shared, I'm Anissa Chivey. I'm the CEO of Global. I joined in mid February, so I am, relatively new. But by way of background, just to give you some context, I spent sixteen years at GE. I'm also ex Home Depot, and I ran the b to b side of the HD Supply portion that was called Facilities Maintenance. I did that for just under eleven years. I also ran a custom highly engineered ...