Arcus Biosciences(RCUS) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:51
资金情况 - Arcus公司资金储备截至2024年6月30日为10亿美元[9][25] 新产品研发 - Casdatifan有望成为最佳HIF-2a抑制剂[10] - Dom在肺部和上消化道癌症的3期研究正在进行中,首个3期研究将于2025年上半年启动[12][40] - Arcus公司每年推出1-2个新的开发候选药物[22] - AB801在2024年1月启动了潜在最佳小分子AXL抑制剂的1/1b期研究[23] 合作与并购 - Taiho已行使了对quemli的选择权,将参与胰腺癌的3期PRISM-1研究[42] - Arcus与Gilead合作开发的5种分子中,Gilead已选择了5种分子,共同承担研究成本[64] - Taiho已选择了dom、zim、etruma和quemli,每个项目最高可获得2.75亿美元的发展、监管和商业里程碑[65] - Arcus与AstraZeneca合作进行PACIFIC-8,共同资助在治愈性第3期NSCLC环境中的注册试验[66] - Arcus与Exelixis合作进行STELLAR-009,共同开展1b/2期试验,有望打造“最佳HIF2α/TKI组合”[67] 产品表现 - 在整体人群中,Dom + Zim表现出前所未有的中位PFS为12.9个月[111][112] - TAP≥5%组的中位PFS为13.8个月,TAP<5%组为11.3个月[113][114] - ARC-7结果显示,将Dom添加到Zim中,与Zim单药相比,使疾病进展或死亡的风险降低了33%[145]
Alto Ingredients(ALTO) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:49
1 Alto Ingredients, Inc. Q2 2024 Investor Presentation August 6, 2024 Safe Harbor Statement Statements and information contained in this communication that refer to or include Alto Ingredients' estimated or anticipated future results or other non-historical expressions of fact are forward-looking statements that reflect Alto Ingredients' current perspective of existing trends and information as of the date of the communication. Forward looking statements generally will be accompanied by words such as "antic ...
Repay (RPAY) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:48
财务表现 - 公司预计2024年调整后EBITDA为1.39亿至1.42亿美元,自由现金流转化率约为60%[46][48] - 公司预计2025年总流动性将超过近期债务到期额[46] - 2024年毛利润预期为2.45亿至2.5亿美元,调整后EBITDA为1.39亿至1.42亿美元,毛利率约为78%[46] - 自由现金流转化率代表自由现金流除以调整后EBITDA[48] - 2024年毛利润预期为2.27亿美元[49] 业务展望 - 公司计划继续推动增长,重点是扩大现有业务和拓展可寻址市场和解决方案[75] - 公司在消费者支付领域有很大的增长空间,客户需求数字化支付[96] - 公司的商业支付部门提供强大的AR和AP自动化解决方案,总可寻址市场为3.4万亿美元[102] - 公司在B2B整合软件合作伙伴方面取得了98个合作伙伴,服务超过30万供应商[106] - 公司计划通过战略并购扩大市场,提供全方位的B2B支付解决方案[110] 业绩增长 - 调整后的 EBITDA 为 33.7 亿美元,较去年同期增长了 3.2 亿美元[130] - 2023年全年调整后的 EBITDA 为 126.8 亿美元,较上一年增长了 2.3 亿美元[132] - 调整后的净收入为 21.8 亿美元,较去年同期增长了 2.3 亿美元[134] - 自由现金流为 33.0 亿美元,较去年同期增长了 15.9 亿美元[138] - 公司2024年第二季度总收入增长4%[142]
NCR Voyix Corp(VYX) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:47
N Y S E : V Y X 1 Q2 2024 Earnings Report David Wilkinson, CEO Brian Webb-Walsh, CFO August 6, 2024 Notes to Investors SPIN-OFF INFORMATION. On October 16, 2023, NCR Voyix completed the spin-off of NCR Atleos Corporation ("NCR Atleos") as an independent, publicly traded company. The historical financial results of NCR Atleos are reflected as discontinued operations in NCR Voyix's consolidated financial statements for periods prior to the completion of the spin-off. Accordingly, the financial information inc ...
FiscalNote(NOTE) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:44
FiscalNote, Inc. – Corporate Overview August 8, 2024 © 2024 FiscalNote fiscalnote.com Disclaimer Forward Looking Statements Certain statements herein may be considered forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or FiscalNote's future financial or operating performance. Statements regarding FiscalNote's financial outlook for future periods, expectations regarding profitability, capital resources and anticipated gr ...
Montauk energy(MNTK) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:43
Investor Presentation SECOND QUARTER 2024 RESULTS AUGUST 8, 2024 Cautionary Statement Regarding Forward-Looking and non-GAAP Financial Information This presentation contains "forward-looking statements" within the meaning of U.S. federal securities laws. Such statements include, among others, those we make relating to our estimated and projected financial condition, results of operations, costs and expenditures and objectives for future operations, growth, initiatives and strategies. They also include those ...
MeridianLink(MLNK) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:40
● ● ● ● ● ● ● ● ● ● ............ ...... ..... ···· meridianlink Second Quarter 2024 Results August 2024 Forward-Looking Statements 2 and Disclaimers Information in this presentation and the accompanying oral presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate to fu ...
Grindr (GRND) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:39
业绩总结 - Q2 2024实现了34%的年度收入增长和45%的调整后EBITDA利润率[3] - 2024年第二季度营收达到82345万美元,同比增长34.1%[27] - 2024年前六个月总营收为157690万美元,同比增长34.3%[27] 用户数据 - 平均付费用户增长14%,ARPPU增长16%至22.08美元[12] 未来展望 - 2024年预计收入增长27%以上,调整后EBITDA利润率42%以上[20] - 公司对2024年年度营收和Adjusted EBITDA做出了指引[31] 新产品和新技术研发 - Grindr使用Adjusted EBITDA、Adjusted EBITDA margin和free cash flow等非GAAP财务指标来评估核心运营绩效[32] 市场扩张和并购 - 直接收入同比增长31%,间接收入同比增长近50%至12百万美元[14] 负面信息 - Q2 2024净亏损为2200万美元,主要受公司权证负债公允价值变动的影响[17] - 2024年第二季度净利润为-22424万美元[29] - 2024年前六个月净利润为-31830万美元[29]
Telos(TLS) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:09
Second Quarter 2024 Earnings August 9, 2024 DISCLAIMERS The information contained in this presentation does not constitute or form part of, and should not be construed as, any offer, sale or subscription of, or any invitation to offer, buy or subscribe for, any securities, nor shall there be any offer, solicitation or sale in any jurisdiction in which such offer, solicitation or sale would be unlawful. Telos Corporation (the "Company") will only make such an offer or sale pursuant to an effective registrati ...
Brookdale Senior Living(BKD) - 2024 Q2 - Earnings Call Presentation
2024-08-10 01:09
E SENJOR LIVING Investor Presentation August 8, 2024 Forward-Looking Statements – Safe Harbor Certain statements in this Investor Presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to various risks and uncertainties and include all statements that are not historical statements of fact and those regarding the Company's intent, belief or expectations. Forward-looking statements are gene ...