Allegion (NYSE:ALLE) FY Conference September 10, 2025 05:35 PM ET Company ParticipantsJosh Pokrzywinski - VP of Investor RelationsMike Wagnes - CFOConference Call ParticipantsChris Knight - AnalystChris KnightAll right. Thank you, everybody. Chris Knight, our U.S. Multi-Industry Analyst. Super excited to have Allegion with us today. We have Mike Wagnes, CFO, Josh Pokrzywinski, IR, who is quite familiar with this stage, I have to imagine. Thank you guys for coming.Mike WagnesThanks for having us, Chris.Chris ...

Skeena Resources Limited (NYSE:SKE) 2025 Conference September 10, 2025 05:30 PM ET Company ParticipantsGalina Meleger - VP - IRGalina MelegerK. Thank you, Todd. Good afternoon, everybody, and thank you so much for joining the presentation today. Before we get started, I will be making forward looking statements, so you are duly cautioned. And I like to just start off with a little bit of the history of our flagship asset, SK Creek.It is an iconic and legendary asset in that it was a past producing undergrou ...

Corsair Gaming (NasdaqGS:CRSR) 2025 Conference September 10, 2025 05:25 PM ET Company ParticipantsThi La - CEO and PresidentMichael Potter - CFOConference Call ParticipantsEric Sheridan - MD and U.S. Internet AnalystEric SheridanAll right, I think in the interest of time, we're going to get going on the next one. It's my pleasure to host the team from Corsair Gaming. We've got Thi La, CEO, Michael Potter, CFO. Those are who are joining us here today. Corsair is one of the largest global providers and innova ...

Western Digital (NasdaqGS:WDC) 2025 Conference September 10, 2025 05:25 PM ET Company ParticipantsKris Sennesael - CFOConference Call ParticipantsJim Schneider - AnalystJim SchneiderOkay, let's get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia + Technology Conference. My name is Jim Schneider. I'm a Semiconductor Analyst here at Goldman Sachs. It's my pleasure to welcome Western Digital and CFO Kris Sennesael to have us with us today. Thank you, Kris, for being here. I apprec ...

NCR Voyix (NYSE:VYX) 2025 Conference September 10, 2025 05:25 PM ET Company ParticipantsJim Kelly - CEOConference Call ParticipantsAdrian Button - AnalystAdrian ButtonThanks, everyone, for joining us. We're very excited to have Jim Kelly here with us, CEO of NCR Voyix. Jim took over earlier this year in February and was previously Executive Chair of the Board. Prior to his time at NCR Voyix, he was CEO of EVO Payments. He's had a long career in the payments industry before taking over at NCR. Thanks for joi ...

nCino (NasdaqGS:NCNO) 2025 Conference September 10, 2025 05:25 PM ET Company ParticipantsAdam Hotchkiss - VP - Emerging Software Equity ResearchGreg Orenstein - Chief Financial OfficerAdam HotchkissGreat. We can get started. Sorry, not to throw it right at you, but I saw the time get going. My name is Adam Hotchkiss. I cover the emerging software space here at Goldman Sachs. Really excited to have Greg Orenstein, CFO of nCino, here with us today. Thanks so much for being here.Greg OrensteinIt's a pleasure t ...

Zillow (NasdaqGS:Z) 2025 Conference September 10, 2025 05:25 PM ET Company ParticipantsJeremy Hofmann - CFOConference Call ParticipantsMike Ng - AnalystMike NgGood afternoon, everybody. Welcome to the Zillow Fireside Chat at the Goldman Sachs Communicopia and Technology Conference. I have the privilege of introducing Jeremy Hofmann, who's the CFO of Zillow. My name is Mike Ng, and I cover Zillow as part of our real estate tech coverage here at Goldman Sachs. We have about 35 minutes for today's presentation ...

Southern Cross Gold Consolidated (OTCPK:MWSN.D) 2025 Conference September 10, 2025 05:15 PM ET [Company Representative]Okay, thanks, Emily. Looks like you're almost adopted into Australia. Welcome. Good afternoon, everybody. We're going to talk about another Australian project, this time across the other side of Australia in Victoria. It's the Sunday Creek discovery. It's one of the most exciting gold discoveries globally, and I hope you'll leave this presentation understanding that we are a dual-listed com ...

Revolution Medicines (RVMD) 胰腺癌治疗进展电话会议纪要分析 涉及的行业和公司 * 行业：生物制药行业 专注于肿瘤靶向治疗 特别是RAS驱动癌症[4] * 公司：Revolution Medicines (NasdaqGS: RVMD) 一家致力于发现、开发和提供创新靶向药物的公司[4] 核心观点和论据 胰腺癌未满足的医疗需求与当前治疗现状 * 胰腺导管腺癌（PDAC）是美国癌症死亡的第三大原因 每年约有56,000名患者被诊断 医疗需求巨大[6][7] * 超过90%的PDAC肿瘤携带RAS驱动突变 是RAS成瘾性最强的癌症之一[6] * 大多数患者被诊断为转移性疾病 当前标准治疗是细胞毒性化疗 但疗效有限 五年生存率仅为3%[7] * 一线化疗（5-FU或吉西他滨方案）的客观缓解率（ORR）约为30% 疾病控制率（DCR）约为60% 中位无进展生存期（PFS）上限为7-8个月 中位总生存期（OS）上限为11.7个月[10][11] * 化疗耐受性差 3级或以上治疗相关不良事件（TRAE）发生率约为70% 剂量减少和停药率分别约为50%和25%[11][12] 公司核心产品Diraxonrasib的作用机制与优势 * Diraxonrasib是一种 groundbreaking RAS-on多选择性三复合物抑制剂 旨在抑制所有或几乎所有致癌RAS变体 包括野生型RAS[12] * 临床前研究表明 其在包括胰腺癌在内的多种癌症模型中显示出深度且持久的单药和联合活性[13] * FDA已授予Diraxonrasib用于治疗既往接受过治疗的携带KRAS G12突变的转移性胰腺癌的突破性疗法认定[13] Diraxonrasib单药治疗的最新临床数据 * **二线治疗数据（长期随访）**：在既往接受过一线系统治疗的患者中（中位随访约17个月） RAS G12X突变患者的ORR为35% 所有RAS突变患者的ORR为29% 所有缓解均得到确认 RAS G12X和所有RAS突变患者的DCR分别为92%和95%[17][18] * **二线治疗生存数据**：中位PFS超过8个月 超过80%的患者在3个月时无进展 超过60%在6个月时无进展 中位OS在RAS G12X组为13.1个月 在所有RAS突变组为15.6个月 6个月和12个月生存率分别超过90%和50%[19][20] * **一线治疗数据（新披露）**：在40名初治患者中 Diraxonrasib 300mg每日一次的安全性特征与二线治疗一致 约三分之一患者出现3级TRAE 无4级或5级TRAE[21][22] * **一线治疗疗效**：在38名可评估患者中 ORR达到47% DCR达到89% 显示出在一线治疗中的高活性[26][27] Diraxonrasib与化疗联合治疗的策略与数据 * **联合化疗 rationale**：由于一线到二线的 attrition 很高 且多数患者无法接受二线化疗 医生倾向于一线联合方案以确保患者能从两种治疗中获益 同时克服肿瘤异质性[28][29] * **选择GMP方案原因**：GMP（吉西他滨+白蛋白紫杉醇）是全球使用的一线标准护理 其安全性和耐受性特征意味着比FOLFIRINOX有更多患者符合条件 且两种方案的临床结果客观上非常相似[29][30] * **临床前联合数据**：临床前研究表明 Diraxonrasib单药优于GMP 而Diraxonrasib联合GMP能进一步加深和维持肿瘤消退 并显著延长PFS[30][31] * **剂量与方案选择**：联合治疗中选择Diraxonrasib 200mg每日一次 GMP采用第1、15天给药的全剂量方案（28天周期） 以优化风险效益并改善安全性、耐受性和患者便利性[32][35] * **联合治疗安全性**：联合方案的TRAE是各药物特征的叠加 未出现新的安全信号 联合3级或以上TRAE发生率接近60% 关键重叠毒性腹泻的3级发生率为13% 无4级或5级相关腹泻[36] * **联合治疗初步疗效**：在31名患者中 ORR达到55% DCR达到90% 显示出深度和持续的肿瘤消退[38][39] 未来开发计划与临床试验设计 * 公司计划启动一线转移性PDAC的关键性试验RAASILUTE-303 一项三臂随机III期研究 计划招募约900名患者 无论RAS状态如何[40] * 试验三臂：Diraxonrasib 300mg每日一次单药治疗；Diraxonrasib 200mg每日一次联合全剂量GMP（第1、15天）化疗完成后过渡至Diraxonrasib 300mg每日一次；全剂量GMP对照组[41][42] * 主要终点为PFS和OS 每个研究组将与对照组进行独立比较[42] * 公司正在推进广泛的后期全球开发项目 计划今年在PDAC的不同治疗线中启动三项III期临床试验：二线转移性PDAC的RESOLUTE-302（预计2026年数据读出）、一线转移性PDAC的RESOLUTE-303（预计Q4启动）、可切除PDAC辅助治疗的RESOLUTE-304（预计Q4启动）[48][49] 其他重要内容 * 公司也评估了Diraxonrasib与FOLFIRINOX的联合 观察到强大的抗肿瘤活性 但考虑到FOLFIRINOX毒性更广（尤其是胃肠道毒性） 对患者基线状态要求更高（限制其用于不到一半的转移性胰腺癌患者） 且GMP在日本和某些欧洲国家使用最广泛 因此选择开发Diraxonrasib联合GMP作为全球改变标准护理的努力[44] * 与FOLFIRINOX的潜在联合计划保留给公司的突变选择性抑制剂（如zodonrasib）[45] * 医生教育对于RAS抑制在社区医院的前线应用很重要 公司正通过医学事务组织积极参与教育 数据获批后将更容易推广[104][107] * 对于联合治疗组中从化疗过渡到Diraxonrasib单药的 rationale 在于相信RAS是主要的驱动因素 化疗的益处主要在前4-6个周期实现 之后维持化疗获益减少且多数患者会减量或停药 而持续使用Diraxonrasib能最大化RAS抑制并实现长期获益 同时提高生活质量[80][82][84] * 一线单药治疗的中位缓解持续时间（DoR）数据尚未成熟 未在此次披露[87]

BJ's Restaurants (NasdaqGS:BJRI) FY Conference September 10, 2025 05:00 PM ET Speaker0Brian Mullen, the restaurant and food distribution analyst, here at Piper Sandler. Very happy to have, BJ's restaurant CEO, Lyle Tick. Thank you for being here.Speaker1Thank you, Brian. Good to be here.Speaker0Lyle, you you know, you will just hit you just hit or will soon hit about a year with the company, formerly got the CEO role in June. Congratulations.Speaker1Thank you.Speaker0I think maybe a good place to start is w ...