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Sangamo Therapeutics(SGMO) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:30
业绩总结 - 截至2025年9月30日,现金及现金等价物约为2960万美元,预计足以支持公司运营至2026年第一季度[2] - Sangamo的Q3 2025非GAAP运营支出为3300万美元,GAAP基础上为3610万美元[4] - 预计2025年的非GAAP运营支出在1.25亿至1.45亿美元之间[3] 用户数据与临床进展 - 小纤维神经病(ST-503)影响65万人,代表数十亿美元的商业机会[18] - ST-506针对朊病毒病,预计年销售额超过10亿美元[20] - ST-503的临床试验目前正在招募患者,已激活两个临床站点[30] - 针对慢性神经性疼痛的ST-503临床试验招募已开始,预计将在未来几个月内给第一位患者用药[1] - ST-506的临床试验申请(CTA)预计在2026年中期提交[22] - ST-506的临床试验预计将于2026年中期提交临床试验申请(CTA)[1] - Fabry疾病的注册性STAAR研究已获得积极的顶线结果,预计2026年第一季度提交BLA申请[28] - Sangamo预计在2025年第一季度提交生物制剂许可申请(BLA)以支持ST-920用于Fabry病的治疗[1] 新产品与技术研发 - STAC-BBB平台在非人灵长类动物中表现出700倍于基准AAV9的转基因表达[25] - STAC-BBB在所有关键脑区实现了锌指载体的强表达[92] - STAC-BBB在脑内的整体富集达到644倍[95] - Sangamo的STAC-BBB被认为可以大规模生产[106] - ST-920在52周内显示出1.965 mL/min/1.73m²/年的平均年化eGFR斜率,95%置信区间为-0.153至4.083[1] - ST-920在最长治疗患者中,α-Gal A活性维持了长达4.5年的提升[125] 市场扩张与合作 - 公司已从合作伙伴处获得8800万美元现金,未来潜在里程碑和行使费用高达46亿美元[26] - STAC-BBB平台已与Genentech、Astellas和Lilly达成许可协议,显示出行业的强烈兴趣[27] - Sangamo已收到来自Pfizer的600万美元,用于其2008年许可协议中某些锌指修饰细胞系的买断选项[2] 未来展望 - ST-503和ST-506的初步临床数据预计在2027年初发布[27] - Sangamo与FDA的会议中,FDA重申同意在2024年10月使用eGFR斜率作为加速审批路径的终点[1] - 临床研究预计采用贝叶斯最优区间设计,评估安全性和有效性[87] 负面信息 - 公司在神经病学领域的管线正在推进,显示出强大的资产价值优化潜力[5]
RXO(RXO) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Third Quarter 2025 Results November 6, 2025 Non-GAAP financial measures and forward-looking statements With respect to our financial outlook for the fourth quarter of 2025 adjusted EBITDA, a reconciliation of this non-GAAP measure to the corresponding GAAP measure is not available without unreasonable effort due to the variability and complexity of the reconciling items described above that we exclude from this non-GAAP measure. The variability of these items may have a significant impact on our future GAAP ...
Esperion(ESPR) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Q3 2025 Earnings Presentation November 6, 2025 © 2025 Esperion Therapeutics, Inc. All rights reserved. Forward-looking Statements & Disclosures This investor presentation contains forward-looking statements that are made pursuant to the safe harbor provisions of the federal securities laws, including statements regarding marketing strategy and commercialization plans, current and planned operational expenses, expected profitability, future operations, commercial products, clinical development, plans for pot ...
Galapagos(GLPG) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Executing on Our Transformation Strategy Third Quarter 2025 Financial Results Conference Call: November 6, 2025 Forward-Looking Statements This presentation contains "forward looking statements," all of which involve certain risks and uncertainties. These statements are often, but are not always, made through the use of words or phrases such as "vision," " progress," "believe," "anticipate," "plan," "continue," "forward," "goal," "should," "expect," "outlook," "estimate," "next," "encouraging," " aim," and ...
Enact (ACT) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Third Quarter 2025 Financial Results November 5, 2025 Cautionary Note Regarding Forward-Looking Statements Unless otherwise noted, all references in this presentation to net income (loss), net income (loss) per share, adjusted operating income (loss) and adjusted operating income (loss) per share should be read as net income (loss) income (loss) available to Enact's common stockholders per diluted share, respectively. 2 1 U.S. Generally Accepted Accounting Principles Third Quarter Key Takeaways Insurance in ...
Albemarle(ALB) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Q3 2025 Earnings November 6, 2025 8:00am ET Forward-Looking Statements This presentation, conference call and discussions that follow contain statements concerning our expectations, anticipations and beliefs regarding the future, which constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements, which are based on assumptions that we have made as of the date hereof and are subject to known and unknown risks and uncertai ...
Lloyds Banking Group (NYSE:LYG) Earnings Call Presentation
2025-11-06 21:00
Unlocking value through digital and Al leadership Lloyds Banking Group 6 November 2025 Introduction Charlie Nunn Welcome and introduction Our strategic seminar series Charlie Nunn Group Chief Executive October 2023: Deepen and innovate in Consumer November 2023: Develop our Corporate & Institutional business March 2024: Broaden our Mass Affluent and IP&I offering June 2024: Digitise and diversify our BCB business November 2025: Unlocking value through digital and Al leadership Today's presenters Ron van Kem ...
Aquestive(AQST) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Third Quarter 2025 Earnings Supplemental Materials September 2024 November 5, 2025 Solving problems. Improving lives. Advancing medicines. Disclaimer Certain statements in this press release include "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "believe," "anticipate," "plan," "expect," "estimate," "intend," "may," "will," or the negative of those terms, and similar expressions, are intended to identify forward-looking statements. Thes ...
Americold Realty Trust(COLD) - 2025 Q3 - Earnings Call Presentation
2025-11-06 21:00
Unlocking Long-Term Growth through our Infrastructure, Expertise and Partnerships C o r p o r a t e D e c k | N o v e m b e r 6 , 2 0 2 5 Disclaimer This presentation contains statements about future events and expectations that constitute forward-looking statements. Forward-looking statements are based on our beliefs, assumptions and expectations of our future financial and operating performance and growth plans, taking into account the information currently available to us. These statements are not statem ...
Solaris Resources (NYSEAM:SLSR) Earnings Call Presentation
2025-11-06 21:00
Forward-Looking and Cautionary Statements This presentation does not constitute an offering of securities and the information contained herein is subject to the information contained in the continuous disclosure documents of Solaris Resources Inc. ("Solaris" or the "Company"). No securities commission or other regulatory authority in Canada or any other country or jurisdiction has in any way passed on the merits of this presentation and no representation or warranty is made by Solaris to that effect. The in ...