Trevi Therapeutics (NasdaqGM:TRVI) FY Conference September 09, 2025 04:05 PM ET Company ParticipantsFarrell Simon - CCOJennifer Good - CEO and co-founderConference Call ParticipantsJudah C. Frommer - AnalystJudah C. FrommerWelcome to this session of the Morgan Stanley Global Healthcare Conference. I'm excited to welcome the team from Trevi. Before I do that, let me read a quick disclosure statement. For important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley.com ...

GitLab (NasdaqGS:GTLB) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsKash Rangan - Managing DirectorBill Staples - CEO & DirectorBrian Robins - CFOKash RanganTell us what a great conference this is that I was delayed because there were so many people. I could not get up on time. Welcome to the Goldman Sachs Communication and Technology Conference. I think it's your first time as CEO of GitLab.Bill StaplesFirst time at GitLab, yeah.Kash RanganBrian, you've been here before, right?Brian R ...

Block (NYSE:SQ) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsWill Nance - Vice PresidentAmrita Ahuja - COO & CFOWill NanceOkay, we are going to get started now. Thank you everyone for being here. I'm Will Nance. I cover payments here at Goldman Sachs. We're delighted to have Amrita, CFO and COO of Block. Amrita, thanks for joining us. I'm going to run through some quick disclosures, and then I'm looking forward to the conversation.Amrita AhujaThanks so much for having me, Will.Will Nan ...

Cloudflare (NYSE:NET) 2025 Conference September 09, 2025 04:05 PM ET Company ParticipantsThomas Seifert - Chief Financial OfficerGabriela Borges - MD - Software ResearchGabriela BorgesMaybe we could ask you to close that door there, if you don't mind. All right. We are going to go ahead and kick off the Cloudflare session at Day 2, Goldman Sachs MUNICO PM Technology Conference. Thanks, everyone, for joining us. Thank you to Thomas Seifert. It's very good to have you back.Thomas SeifertPleasure being here.Ga ...

Flex (NasdaqGS:FLEX) 2025 Conference September 09, 2025 04:00 PM ET Company ParticipantsMichael Hartung - CCOMichelle Simmons - Head of IRConference Call ParticipantsMark Delaney - AnalystMichelle SimmonsI think so.Mark DelaneyOkay, great. Thank you, everybody, for joining us. My name is Mark Delaney, and I have the pleasure of covering Flex for Goldman Sachs. I'm very pleased to have with me today Michael Hartung, the Chief Commercial Officer of Flex, as well as Michelle Simmons, who heads up the IR functi ...

Cencora (NYSE:COR) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsJames Cleary - EVP and CFOEric Coldwell - Managing DirectorBennett Murphy - SVP and Head of Investor Relations & TreasuryEric ColdwellGreat. Thanks. Good afternoon, everyone. My name is Eric Coldwell, cover the pharma services and related outsourcing, logistics, distribution type names with Baird and have been a longtime analyst and longtime fan of Cencora. I think it took a few years, but I get your name right most of the ...

Oculis Holding (NasdaqGM:OCS) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsRiad Sherif - CEO[Senior Analyst]I'm one of the senior analysts covering biotech at Baird, and I'm pleased to have with us the team from Oculis, including Riad Sherif, CEO.Riad SherifThank you. Thank you for inviting us.[Senior Analyst]Maybe if you could kick us off, Riad, with just a brief company overview of Oculis for those that are less familiar.Riad SherifYes. Oculis is a biopharma company focusing on ophth ...

LivaNova (NasdaqGS:LIVN) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsVladimir Makatsaria - CEO & DirectorBriana Gotlin - VP-IRAlex Shvartsburg - CFOConference Call ParticipantsDavid Rescott - Senior Research AnalystDavid RescottThanks everyone for joining us. My name is Dave Rescott, senior med tech analyst here at Baird. We are pleased to have the LivaNova team to join us for what I believe is at least my final session for today. So thanks for joining us all day. We've got CEO Vlad M ...

Lexeo Therapeutics (NasdaqGM:LXEO) 2025 Conference September 09, 2025 03:45 PM ET Company ParticipantsLuca Moroni - CFOEric Adler - CMOR. Nolan Townsend - CEOConference Call ParticipantsBrian Skornie - AnalystBrian SkornieI'll talk about it afterwards. Afternoon, everyone. Thank you very much for joining us. I'm Brian Skornie. I'm one of the Senior Biotech Analysts here at Baird. Really happy to have presenting in a fireside chat format with us next – Lexeo Therapeutics Management Team. It is a company I co ...

**公司概况与管线** * Whitehawk Therapeutics是一家专注于抗体药物偶联物(ADC)的公司 从Addy Biosciences更名并转型而来 通过授权引进方式从WuXi Biologics获得了一个ADC产品组合[3] * 公司拥有三条资产管线 其中两条计划在2025年第四季度提交新药临床试验申请(IND) 第三条计划在2026年年中提交IND 预计到2026年底将成为拥有三个临床阶段资产的公司 关键数据预计在2027年初公布[3] **核心资产HWK-007 (靶向PCK7)** * HWK-007是靶向PCK7的ADC PCK7是ADC领域尚未被充分开发但表达最广泛的肿瘤靶点之一 在肺癌、妇科癌症和所有胃肠道来源的癌症中均有表达 潜在可治疗数十万患者[4] * 临床前数据显示其活性优于辉瑞的第一代化合物[5] * 与竞争对手(T1000平台 如Day One的MTX13和Omkust的CDH6 ADC)相比 公司的技术平台具有更高的连接子-载荷稳定性 能显著降低游离载荷释放到循环系统中导致的毒性(如中性粒细胞减少症) 这构成了其差异化优势[9][10][11] * 一期临床试验将专注于非小细胞肺癌、卵巢癌和子宫内膜癌这三个PCK7高表达瘤种 以在同质人群中验证其平台的安全性和有效性差异[15] * 在非小细胞肺癌中 公司将设定一个较低的生物标志物纳入阈值 以排除约15%的PCK7极低表达或不表达的患者 瞄准剩余85%的巨大市场[18] **资产HWK-016 (靶向MUC16)** * HWK-016是靶向MUC16的ADC MUC16在肿瘤中表达水平极高(是其他肿瘤标志物的3至5倍) 尤其是在妇科癌症中[21] * 公司通过靶向MUC16的膜结合部分(切割位点以下) 避开了循环系统中CA-125的干扰 解决了该靶点此前因“治疗沉没”效应而面临的挑战[21][22] * 在MUC16靶向ADC领域 公司目前没有竞争对手 处于领先地位[23] * 其连接子-载荷设计旨在具备更好的安全性 有望与化疗方案或免疫疗法(如VEGF/PD-1双特异性抗体)进行联合治疗[29][30] **资产HWK-206 (靶向SCD6)** * HWK-206是靶向SCD6的ADC 艾伯维的同类化合物706近期在ASCO上公布了积极数据(小细胞肺癌60%缓解率 神经内分泌肿瘤中30%+缓解率)[34] * 公司的差异化在于使用了双 paratopic 抗体 旨在提高靶向特异性、内化效率和效力 并结合其自身更安全的连接子-载荷平台 以期克服艾伯维项目存在的3级血液学毒性限制[34] * 公司认为其产品有潜力成为同类最佳 并通过联合疗法在治疗序列中向前线推进[36][39] **研发进展与财务** * IND提交时间表: HWK-007和HWK-016均计划在2025年第四季度提交 IND HWK-206计划在2026年年中提交[45] * 更多临床前数据预计将在2026年上半年(Q1/Q2) 即IND提交后开始披露[45] * 公司现金流充足 截至第二季度末拥有1.78亿美元现金 预计运营跑道可至2028年初 为2027年初关键数据的读出提供了充分的资金保障[49]