Workflow
Verra Mobility (VRRM) FY Conference Transcript
2025-06-05 05:20
Verra Mobility (VRRM) FY Conference June 04, 2025 04:20 PM ET Speaker0 You said I'll stand. Or I'll wait till Lou's gonna intro intro us first. Speaker1 Great. Good afternoon. I am Louie DiPalma. I cover Smart City Technologies on William Blair's equity research team. This is day two of the forty fifth annual William Blair Growth Stock Conference. We're pleased to be hosting a hybrid presentation fireside chat with the management team of VeriMobility. Joining me today are CEO, David Roberts CFO, Craig Conti ...
Valvoline (VVV) FY Conference Transcript
2025-06-05 05:15
Valvoline (VVV) FY Conference June 04, 2025 04:15 PM ET Speaker0 Great. Thanks everyone, for joining us. I think it's the last, Fireside Chat of the day. I'm pleased to be hosting the Valvoline team on stage for the first time. This afternoon, I'm joined by Lori Fleas who's Valvoline's CEO as well as Kevin Willis who is our newly appointed CFO to the company. We've got a buy rating on shares as well as a $40 price target. Alright. So you guys have spent the past couple days speaking with investors. You know ...
Costco Wholesale (COST) 2025 Update / Briefing Transcript
2025-06-05 05:02
纪要涉及的公司 未明确提及公司名称,但从内容可知是一家有美国、加拿大及其他国际业务,涉及零售、食品、非食品、加油站、药房等多业务的上市公司 [1] 纪要提到的核心观点和论据 - **销售数据** - 5月净销售额209.7亿美元,较去年的196.4亿美元增长6.8% [3] - 报告的可比销售额:美国4.1%、加拿大3.3%、其他国际6.6%、公司总体4.3%、电商11.6%;排除汽油价格和外汇变动影响后,美国5.5%、加拿大6.3%、其他国际8.4%、公司总体6%、电商12% [3][4] - 全球综合客流量或消费频次上升3.4%,美国上升2.8% [4] - **影响因素** - 外汇对销售产生负面影响,加拿大约 -1.6%、其他国际约 -1.0%、公司总体约 -0.4% [5] - 汽油价格通缩使总报告可比销售额下降约 -1.3%,全球每加仑平均售价较去年下降约 -10.4% [5] - 5月公司业务的相互竞争负面影响约为 -0.7% [6] - **区域和商品类别表现** - 美国西北、中西部和洛杉矶可比销售额最强;其他国际业务中,墨西哥、台湾和韩国以当地货币计算表现最佳 [6] - 食品和杂货可比销售额为中到高个位数增长,表现较好的部门有冷藏食品、糖果和冷冻食品;新鲜食品高个位数增长,肉类和面包房表现较好;非食品中个位数增长,珠宝、大件商品和礼品卡表现较好;附属业务销售额低到中个位数下降,药房、光学和助听器业务表现最佳;汽油业务受每加仑价格同比变化影响低两位数下降 [7][8] 其他重要但是可能被忽略的内容 - 本次电话会议包含1995年《私人证券诉讼改革法案》所定义的前瞻性陈述,这些陈述存在风险和不确定性,公司除法律要求外不承担更新义务 [1][2] - 可比销售额及排除汽油价格和外汇影响后的可比销售额为补充信息,不能替代按照美国公认会计原则列报的净销售额 [2] - 6月报告期为6月2日至7月6日,共五周,去年同期为6月3日至7月7日 [8] - 若有投资者关系问题,可致电Josh Damon(425)313 - 8254或Andrew Yoon(425)313 - 6305,电话录音在太平洋时间6月11日下午4点前可获取 [9]
Lexeo Therapeutics (LXEO) 2025 Conference Transcript
2025-06-05 04:47
Lexeo Therapeutics (LXEO) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 Hello, everyone. Good afternoon, and welcome to the Jefferies Global Healthcare Conference. My name is Ella Rosenblatt, and I'm with the Jefferies investment banking team, and it is my pleasure to introduce Nolan Townsend and Eric from Lexio Therapeutics. Speaker1 Alright. Thank you for having us. It's, great to be here and, spend some time talking about the Lexio story. So, you know, to start, Lexio is a gene therapy company focus ...
Tandem Diabetes Care (TNDM) 2025 Conference Transcript
2025-06-05 04:47
Tandem Diabetes Care (TNDM) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 So thanks a lot for joining us for this session here with Tandem Diabetes. We have Lee Vosler, the CFO, and Katie from Investor Relations. We're going to have about a half hour for moderated Q and A. Lee, I wanted to just kick things off with a good old high level question. So maybe we could just talk a little bit about how Tandem's evolving because you have gone from being a tube pump maker to one that's now integrating with a l ...
Bio-Techne (TECH) 2025 Conference Transcript
2025-06-05 04:47
Bio-Techne (TECH) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 Let's get started. I'm Tycho Peterson from the life science team. It's my pleasure to introduce Biotechni. Maybe just to, kick it off, we can start with a little state of the union. And obviously, a lot of volatility around the macro. We we were just talking on US, you know, NIH academic funding. Maybe just talk a little bit about that, talk about pharma dynamics, and then the evolving situation in China. Speaker1 Yeah, sure. Well, first o ...
4D Molecular Therapeutics (FDMT) 2025 Conference Transcript
2025-06-05 04:47
4D Molecular Therapeutics (FDMT) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 All right. Welcome, everybody. Thank you. It's a pleasure to be here. I'm Dave Kern, co founder and CEO of four d Molecular Therapeutix, or four d MT. Welcome. Okay. We'll be giving some brief introductory remarks with a brief slide deck here today and then get into Q and A. 4,150 is our lead product for wet AMD and DME. Key updates here is the Forefront I Phase III trial is underway and enrolling briskly, which is very exci ...
Tarsus Pharmaceuticals (TARS) 2025 Conference Transcript
2025-06-05 04:47
Tarsus Pharmaceuticals (TARS) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 Hey, good afternoon. Welcome to day one of the Jefferies Healthcare Conference. My name is Dennis Ding, biotech analyst at Jefferies. I have the great pleasure of having CFO Jeff Farrow and CMO Aziz Mottawala here from Tarsus Pharmaceuticals. Welcome. Why don't we kick things off by just giving a brief background around the company as it stands today and some of the progress that the company has made over the last one or two ye ...
Nurix Therapeutics (NRIX) 2025 Conference Transcript
2025-06-05 04:47
Nurix Therapeutics (NRIX) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 Rutideg, which we call bexdeg for short, being a degrader. We've got an important new suffix on there to indicate it's a degrader. So, I'll be calling it bexdeg n x five nine four eight. Speaker1 Okay. Bexdeg. Speaker0 Yeah, bexdeg. Speaker1 Yeah, awesome. So, maybe just to clarify, this EHA update will be focused on the phase 1a, more mature data, but not from the phase 1b expansion cohort for CLL. Speaker0 Right. It'll be on the ...
Enliven Therapeutics (ELVN) 2025 Conference Transcript
2025-06-05 04:45
Enliven Therapeutics (ELVN) 2025 Conference June 04, 2025 03:45 PM ET Speaker0 It's your Speaker1 day. Just grinding through this. Speaker0 It's fine. Yeah. It's gonna run around. It's like a barn. But it's good though. All set? Yeah. Okay. Hi, everyone. My name is Maury Raycroft and one of the biotech analysts at Jefferies. I'm happy to introduce Sam Kintz, the CEO of Enliven Therapeutics. Thanks for joining us today, Sam. And we're gonna do fireside chat format. So maybe for those who are new to the story ...