U.S. Bancorp (NYSE:USB) FY Conference September 09, 2025 09:45 AM ET Company ParticipantsJohn Stern - Chief Financial OfficerGunjan Kedia - CEOConference Call ParticipantsJason Goldberg - Bank AnalystJason GoldbergMoving right along. I'm very pleased to have U.S. Bancorp with us from the company, Gunjan Kedia, CEO. Became CEO in April of this year, so not that long ago. John Stern, Chief Financial Officer, thank you for being with us. We'll put up the first ARS question that we've been asking all the compan ...

OneMain (NYSE:OMF) FY Conference September 09, 2025 09:45 AM ET Company ParticipantsNone - Unknown SpeakerDoug Shulman - CEOTerry MaAll right. Good morning. Thank you for joining, everyone. My name is Terry Ma, I'm a consumer finance analyst at Barclays. I'm very pleased to have on stage Doug Shulman, CEO of OneMain Financial. Welcome, Doug.Doug ShulmanThanks. Thanks for having me here.Terry MaYeah. We'll jump right into it. I wanted to start with the economic environment and the health of the consumer, spe ...

Twist Bioscience (NasdaqGS:TWST) 2025 Conference September 09, 2025 09:40 AM ET Speaker0Katherine Schulte. I cover life sciences and diagnostics here at Baird. We're very excited to have Twist Bioscience who's here with us today. From the company, we have the CEO and cofounder, doctor Emily Laproust, and the CFO, Adam Laponis. So, Emily, Adam, thanks so much for being here.And I think Emily is gonna go through a couple slides and then we will dive into q and a. So if anyone has a question as we are going th ...

**Sana Biotechnology 业务与研发进展关键要点** **一 公司及行业概述** * 公司为Sana Biotechnology 专注于开发工程化细胞作为药物的生物技术公司[2] * 公司拥有两大核心技术平台：用于克服同种异体细胞排斥的HypoImmune平台和用于体内细胞特异性递送的Fusogen平台[2] * 行业挑战在于同种异体细胞移植会引发免疫排斥 限制了细胞疗法的广泛应用 现有方法（深度免疫抑制或使用自体细胞）均存在可扩展性挑战[3] **二 核心平台技术与机制** * HypoImmune平台通过三重基因编辑实现真正的免疫逃避：敲除MHC I类和II类（关闭适应性免疫）并过表达CD47（关闭先天免疫）[4] * 该平台机制及临床数据已在《新英格兰医学杂志》上发表并获得社论评述[4][8] * Fusogen平台是一种体内递送系统 利用F（融合）和G（导向）组件实现对特定细胞的靶向 将遗传物质直接递送至细胞质 无需淋巴清除化疗[16][17] **三 1型糖尿病项目（SC451）进展** * 1型糖尿病是巨大未满足需求领域 全球约900万患者 标准护理百年未有重大变化 患者寿命减少10-20年[5] * 概念验证研究（研究者发起的试验）与乌普萨拉大学医院合作 使用经HypoImmune编辑的遗体胰岛细胞移植 患者未使用任何免疫抑制药物[8][9] * 研究达到所有主要和次要终点 患者（病史超30年）在6个月时产生自身胰岛素 无安全性事件[9][10] * 关键功能指标C肽从基线为0变为稳定存在 混合餐耐受试验显示胰岛素分泌功能恢复[10][11] * 影像学（MRI和PET MRI）证实移植部位存在胰岛细胞[11] * 免疫逃避数据证实 仅完全编辑的HypoImmune胰岛细胞能同时逃避适应性免疫（T细胞和抗体）和先天免疫（自然杀伤细胞）的攻击[12][13] * 基于此 SC451项目旨在开发无需免疫抑制即可实现血糖正常的疗法 使用经HypoImmune编辑的干细胞分化的胰岛细胞[14] * 公司已成功构建基因修饰的多能干细胞主细胞库 预计最早明年提交SC451的研究用新药申请[14] **四 同种异体CAR-T项目进展** * SC291（靶向CD19）用于B细胞介导的自身免疫疾病 约70种适应症有证据显示B细胞耗竭有临床影响[15] * 来自已终止肿瘤学研究的SC291数据显示其耐受性良好 并可导致深度剂量依赖性B细胞耗竭[15] * SC291的Glean试验（针对SLE和AAV）正处于1期剂量递增阶段[15] * SC262（靶向CD22）用于既往接受过CD19 CAR-T治疗后复发/难治性非霍奇金淋巴瘤患者[16] * SC262的VIVID试验正处于1期剂量递增阶段[16] * 两项研究均在招募患者 预计2025年分享数据[16] **五 体内CAR-T项目（SG299）进展** * SG299是靶向CD8的fusosome 可递送遗传物质以制造靶向CD19的CAR-T细胞[18] * 今年公布的非人灵长类动物数据显示 SG299替代物可在不使用任何淋巴清除化疗的情况下 导致深度B细胞耗竭 并避免肝脏和性腺组织[18] * 公司预计最早于2026年提交SG299的研究用新药申请 计划开发用于B细胞癌症和B细胞介导的自身免疫疾病[18] **六 其他重要信息** * 概念验证研究中使用的细胞剂量约为实现真正胰岛素独立性所需剂量的5%[9] * 移植的细胞产品中约50%的细胞获得了全部HypoImmune编辑 其余为部分编辑或未编辑的野生型细胞[12] * 公司认为HypoImmune平台可广泛应用于多种细胞类型和疾病[19]

Olema Pharmaceuticals (NasdaqGS:OLMA) FY Conference September 09, 2025 09:30 AM ET Company ParticipantsShane Kovacs - CFOEmily BodnerGood morning, everyone. Thanks for joining us at the H.C. Wainwright 27th Annual Global Investment Conference. My name is Emily Bodner, and I'm an Equity Research Analyst at H.C. Wainwright. I'm pleased to introduce our next fireside chat with Olema here with Shane Kovacs, the Chief Financial Officer of the company. Maybe Shane, start for those a bit less familiar on Olema. Ca ...

Absci (NasdaqGS:ABSI) FY Conference September 09, 2025 09:30 AM ET Company ParticipantsAlex Khan - VP, Finance and Investor RelationsAmaro Taylor-Weiner - Chief AI OfficerAmaro Taylor-WeinerAntibody therapeutics that uses an integrated wet lab validation and allowing for rapid generation of antibody therapeutics that are in clinical trials at this point. The company aims to generate target hard-to-drug targets as well as therapies to them with their first clinical candidate, ABS-101, generating data in the ...

**公司概况** - 公司为Cardinal Health (NYSE:CAH) 医疗健康服务公司 核心业务包括药品分销、专业解决方案、医疗产品及物流服务[1][2] **财务表现与增长目标** - 长期药品与专业解决方案业务EBIT增长目标上调至7%-9% 有机增长目标为5%-7%[3][6] - 2026财年调整后营业利润增长预期上调至11%-13% 主要受强劲需求驱动[10][11] - 2025财年产生25亿美元调整后自由现金流 未来三年预计累计超100亿美元[24] **业务板块增长驱动因素** - 药品分销业务：仿制药领域未来三年独占权丧失机会超过去三年 推动增长[7][8] - 专业解决方案业务：中期增长率稳定在15%左右 生物制药解决方案业务增速达20%[8][9][31] - 医疗产品业务(GMPD)：长期市场增长率假设2%-3% 目标通过品牌组合优化与成本削减实现超额增长[41][48] **并购与整合策略** - 近期收购包括ION、Specialty Networks、GI Alliance及Solaris Health 聚焦泌尿科与自身免疫领域整合[15][25] - MSO平台覆盖3000家供应商 收入来源多元化(药品/医师服务/辅助服务各占1/3)[17][39] - 当前优先任务为整合已收购资产 暂缓大型并购[26] **政策与市场环境影响** - 药品定价政策(MFN/IRA)对分销业务影响有限 因公司价值体现于供应链服务而非价格依赖[35][37] - MSO业务中Medicaid相关收入占比低 政策冲击风险可控[39] - 关税对GMPD业务2026财年净影响预估5000-7500万美元 已通过运营调整抵消2/3初始冲击[42][45] **细分业务进展** - 生物制药解决方案业务：计划以20%年复合增长率从2025财年5.5亿美元收入增长至2028财年10亿美元[31] - 核药业务：新增1.5亿美元回旋加速器投资 覆盖11个高增长市场[54] - 居家解决方案业务：通过新增分销中心扩大容量 覆盖美国东西南北四大区域[53] **资本配置规划** - 2026财年基础股票回购额度7.5亿美元 股息支付约5亿美元[24] - 优先投资高增长高利润率业务(如生物制药解决方案) 保持资产负债表稳健[33][58] **风险与挑战** - GMPD业务利润率仅1% 低于潜在水平 需通过品牌扩张与简化运营提升[48] - 供应链成本压力持续 需与客户共同分担价格调整压力[46] **整体战略定位** - 五大业务板块(药品/专业解决方案/GMPD/核药/居家物流)均实现核心增长与战略投资同步推进[57] - 目标达成12%-14%的EPS增长率 依托核心业务强度与资本配置纪律[58]

Rocket Pharmaceuticals (NasdaqGM:RCKT) FY Conference September 09, 2025 09:15 AM ET Company ParticipantsGaurav Shah - CEO and Co-FounderConference Call ParticipantsMike Olds - Biotech AnalystMike OldsGood morning, everyone, and thanks for joining us at the Morgan Stanley Global Health Care Conference. I'm Mike Olds, one of the Biotech Analysts here, and it's my pleasure to introduce Gaurav Shah, CEO of Rocket Pharmaceuticals. Before we get started, I just need to read a quick disclosure. For important discl ...

Amgen (NasdaqGS:AMGN) FY Conference September 09, 2025 09:15 AM ET Company ParticipantsKave Niksefat - SVP - Global Marketing & AccessPeter Griffith - EVP & CFOConference Call ParticipantsTerence Flynn - Equity Research AnalystTerence FlynnGreat. Good morning, everybody. I'm Terence Flynn, Morgan Stanley's large-cap U.S. biopharma analyst. Very pleased to be hosting Amgen this morning. Joining us from the company, we have Peter Griffith, the company's CFO, and Kaveh Niksefat, who is the company's SVP of Glo ...

GE HealthCare Technologies (NasdaqGS:GEHC) FY Conference September 09, 2025 09:15 AM ET Company ParticipantsPatrick Wood - Managing DirectorPeter Arduini - President & CEOCarolynne Borders - Chief Investor Relations OfficerPatrick WoodHey, everyone. Thank you so much for joining. It's Patrick on the US MedTech team. Firstly, disclaimers. www.bolixani.com/researchdisclosures, which is a great website. I recommend you all go there for fun. Much more excited to have GE HealthCare today. We've got Peter, CEO, a ...