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Axcelis (ACLS) FY Conference Transcript
2025-06-05 04:00
Axcelis (ACLS) FY Conference June 04, 2025 03:00 PM ET Speaker0 An organic investment opportunity sup, you know, and we've been doing some shareholder return over the period of time to to capitalize on on where we are with with the market. So I'll go into more detail on what an implanter is in a second, but we were founded in 1978 by really the, I'll call it, the the fathers of implantation. You know, we've been around for a long time, over about 1,500 or so employees. 2024 revenue of about a billion dollar ...
Alignment Healthcare (ALHC) FY Conference Transcript
2025-06-05 04:00
Alignment Healthcare (ALHC) FY Conference June 04, 2025 03:00 PM ET Speaker0 Thank you for coming to the Alignment Healthcare presentation. For those of you I've not yet met, my name is Ryan Daniels. I'm the health care services and IT analyst here at Blair that covers Alignment. And I'm joined by the founder and CEO, John Kaya, who is to my left. We will do the breakout session up in Burnham B. Immediately afterwards, we'll walk up there together, so we'll hold the q and a for that. Also, just wanna remind ...
iRhythm (IRTC) FY Conference Transcript
2025-06-05 04:00
iRhythm (IRTC) FY Conference June 04, 2025 03:00 PM ET Speaker0 Still waiting for the clock to tick too. Alright. We're good. Perfect. Good afternoon, everyone. Thanks for joining us at the William Blair Growth Stock Conference. My name is Margaret Kayser Andrew. I am the, med tech analyst here at William Blair that covers iRhythm. For a complete list of research disclosures and conflicts of interest, please go to williamblair.com. Now before we kick off the presentation, apologies for for those that don't ...
Crown Castle (CCI) 2025 Conference Transcript
2025-06-05 03:45
Crown Castle (CCI) 2025 Conference June 04, 2025 02:45 PM ET Speaker0 Well, good afternoon. I'm Mike Rollins, and I cover the communication services and infrastructure categories for Citi Research. It's a pleasure to be back at NAREIT REIT week and to host today's discussion with Crown Castle. Joining us today from the company is interim CEO, Dan Schlanger, and CFO, Sunit Patel. Dan and Sunit, great to see you. How are you today? Speaker1 Great. Thanks. Thanks for doing this, Mike. Speaker0 Great. Well, tha ...
Essex Property Trust (ESS) 2025 Conference Transcript
2025-06-05 03:45
Essex Property Trust (ESS) 2025 Conference June 04, 2025 02:45 PM ET Speaker0 Welcome to the Essex Company presentations. Good to see you all here. I'm Angela Kleinman, the president and CEO. To my left is Barb Pack, our chief financial officer, and to her left is Ryland Burns, our chief investment officer. I'll just start with a brief company's overview and and then a high level operations update, then I'll turn it over to q and a. Essex is an S and P 500 company that is the only dedicated multifamily REIT ...
Kura Oncology (KURA) 2025 Conference Transcript
2025-06-05 03:37
Kura Oncology (KURA) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 Alright. Welcome everyone to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Song, one of the senior analysts covers MidCab Biotech in The US. It is my pleasure to have the fireside chat with our next printing company, Kura Oncology, and then we have full crew here, CEO Troy, we have the commercial office Brian, and then CMO Molly. Welcome. Speaker1 Thank you. Thank you. Speaker0 Excellent. Alright. So off th ...
Sana Biotechnology (SANA) 2025 Conference Transcript
2025-06-05 03:37
Sana Biotechnology (SANA) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 everyone. Thank you so much for joining us for the SANA presentation. My name is ChaCha. I'm a biotech equity research senior associate based out of Boston. Really excited to introduce you to Sana and also, of course, to Steve Haar, our CEO. So, Steve, take it away. Is the presentation not working? Alright. Speaker1 It's the wrong company you have up there. So I'll start. Just first of all, thank you ChaCha and thank you Jeffries f ...
Design Therapeutics (DSGN) 2025 Conference Transcript
2025-06-05 03:37
Design Therapeutics (DSGN) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 My name is Chase Booken with the Jefferies Healthcare Banking Team, and it is my great pleasure to introduce Sean Jeffries, COO of Design Therapeutics. Sean? Speaker1 Thank you, Chase. It's great to be here. No relation, but it's always good to be at the Jeffries Healthcare Conference. During this presentation, I will be making forward looking statements related to our current expectations and plans. Actual results may differ mate ...
Guardant Health (GH) 2025 Conference Transcript
2025-06-05 03:37
Guardant Health (GH) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 We're going kick it off. I'm Tycho Peterson from the life science team. It's my pleasure to introduce Guardant Health. We've a lot to talk about. You guys have been busy. I think maybe we'll start out with the FDA breakthrough designation yesterday, talk a little bit about how that impacts path to market, and yeah, just feedback from the announcement. Speaker1 Hello, everybody. Thanks, Eko, for having us. It's great to see many of you. ...
Tactile Systems (TCMD) 2025 Conference Transcript
2025-06-05 03:35
Tactile Systems (TCMD) 2025 Conference June 04, 2025 02:35 PM ET Speaker0 Good evening, and welcome to the Jefferies Global Healthcare Conference. My name is Camden Sisler with the Jefferies Healthcare team. It's my pleasure to introduce Sherry Dodd, CEO of Tactile Systems. Speaker1 Thank you. Excited to have the next thirty minutes with all of you talk to you about Tactile Medical, talking to you, on behalf of, tens of thousands of patients, thousands of providers and clinicians, and over a thousand employ ...