Earnings Call Transcripts
Access detailed transcripts and key takeaways from company earnings calls
All Earnings Calls
Profound Medical Q3 2025 Earnings Call - Accelerating Growth and Path to Profitability with TULSA Expansion and Sonalleve Opportunity
Profound Medical reported robust third-quarter 2025 results with revenues soaring 87% year-over-year to $5.3 million, driven by both recurring and capital equipment sales. Gross margins improved signi...
- Third quarter 2025 revenue rose 87% to $5.3 million driven by $4.1 million recurring revenue and $1.2 million capital equipment sales.
- Gross margin improved markedly to 74.3% from 63.1% last year, signaling operational leverage and margin expansion.
- Net loss narrowed to $8 million or $0.26 per share compared to $9.4 million a year ago, reflecting improved cost efficiency.
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Alpha Cognition Q3 2025 Earnings Call - Strong Commercial Traction and Strategic Growth in Alzheimer’s Treatment
Alpha Cognition's Q3 2025 earnings highlight robust early commercial success for ZUNVEYL following its launch, with revenues of $2.3 million from product sales and increased prescriber adoption primar...
- ZUNVEYL sales grew to $2.3 million in Q3 2025 with total revenue at $2.8 million including licensing income.
- The company engaged over 1,850 prescribers in long-term care settings, impacting almost 3,000 nursing homes with 70% repeat prescribing—indicating strong trial and adoption.
- 70% of nursing homes ordering ZUNVEYL wrote duplicative prescriptions, and 15% were new orders as of Q3 end.
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Pioneer Power SQ3 2025 Earnings Call - Strategic Success in Distributed Power and Fleet Electrification Drive Growth
Pioneer Power's third quarter of 2025 was marked by solid revenue growth, fueled by expanding product lines and significant order wins in fleet electrification and the emerging distributed power marke...
- Pioneer Power delivered $6.9 million revenue in Q3 2025, up 7.4% year-over-year, driven by critical power service sales.
- Year-to-date revenue was $22 million, up 68% from last year, led by e-boost mobile charging solutions demand.
- Completed final delivery of a 25-unit, $1.3 million e-boost order for a major U.S. school district, showcasing turnkey fleet electrification ability.
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TELA Bio Q3 2025 Earnings Call - Steady Growth Amid Commercial Revamp and Strengthened Balance Sheet
TELA Bio's Q3 2025 earnings reveal cautious optimism marked by a 9% year-over-year revenue increase to $20.7 million, driven by product adoption and expanded market access both in the U.S. and Europe....
- Q3 2025 revenue reached $20.7 million, up 9% year-over-year, setting a new quarterly record for TELA Bio.
- Growth driven by increased adoption of OviTex and OviTex PRS products and expanded market access including 835 new U.S. hospitals.
- International sales grew 9%, boosted by U.K. NHS contract approvals and early European market launch of OviTex IHR.
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Newsmax Q3 2025 Earnings Call - Defying Post-Election Slump with Diversified Growth
Newsmax closed Q3 2025 with a 4% year-over-year revenue increase, defying the typical post-election year softness in news media. The company’s diversified revenue streams, led by a 22.3% jump in affil...
- Newsmax reported $45.3 million in total revenues for Q3 2025, up 4% year-over-year despite the usual post-election decline.
- Broadcasting revenues increased 10.1% to $36.6 million, driven by affiliate fee growth and higher ad pricing.
- Affiliate fee revenues surged 22.3% year-over-year to $8.1 million, supported by favorable new contracts and rate hikes.
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BioStem Technologies Q3 2025 Earnings Call - Navigating Reimbursement Changes While Delivering Seven Consecutive Quarters of Profitability
BioStem Technologies reported a modest sequential revenue decline to $10.5 million in Q3 2025, primarily due to ASP plus 6% reimbursement pressures and pricing initiatives, despite a 40% volume increa...
- BioStem Technologies reported $10.5 million revenue in Q3 2025, down sequentially from $11 million due to ASP plus 6% reimbursement pressures and a pricing initiative lowering prices to its distributor Venture Medical.
- Despite revenue softness, product volumes rose 40% year-over-year driven by demand for advanced wound care products, highlighting market share gains amid pricing headwinds.
- The company achieved seven consecutive quarters of positive adjusted EBITDA, maintaining an 88.5% gross margin, positioning BioStem as a rare profitable small-cap medical tech firm.
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Vaxart Q3 2025 Earnings Call - Strategic Partnership with Dynavax Extends Cash Runway and Validates Oral Vaccine Platform
Vaxart’s Q3 2025 earnings call centered on a landmark licensing agreement with Dynavax, which provides a $25 million upfront fee, a $5 million equity investment, and the potential for up to $700 milli...
- Vaxart signed an exclusive worldwide license agreement with Dynavax for its oral COVID-19 vaccine program, receiving $25 million upfront and $5 million in equity.
- Potential total deal terms with Dynavax include up to $700 million in license, milestone payments, and royalties in the low to mid-teens percentage on net sales.
- Dynavax will commercialize the COVID-19 oral vaccine after phase 2b completion; Vaxart retains full responsibility until then.
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Precigen Q3 2025 Earnings Call - PAPZIMEOS Launch Initiates New Standard of Care for Adult RRP
Precigen's Q3 2025 report centers on the FDA approval and commercial launch of PAPZIMEOS, the first and only treatment targeting the root cause of recurrent respiratory papillomatosis (RRP) in adults....
- PAPZIMEOS received full FDA approval in August 2025 for treatment of adult recurrent respiratory papillomatosis (RRP), a first-in-class therapy targeting HPV 6 and 11 infection.
- The pivotal trial showed 51% of patients achieved a complete response, requiring no surgery for 12 months; 15 of 18 complete responders remained surgery-free at median three-year follow-up.
- 86% of treated patients experienced reduced surgical burden post-treatment, underscoring broad efficacy even beyond complete responders.
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Relmada Therapeutics Q3 2025 Earnings Call - NDV-01 Poised for Dual Registrational Path with Strong Phase 2 Data
Relmada Therapeutics reported encouraging nine-month Phase 2 results for NDV-01, a novel sustained-release gemcitabine-docetaxel formulation targeting non-muscle-invasive bladder cancer (NMIBC), with ...
- Relmada Therapeutics presented nine-month Phase 2 data for NDV-01 in NMIBC showing a 92% overall complete response rate at any time among 25 patients, with favorable safety and no progression to muscle-invasive disease.
- NDV-01 is a novel sustained-release intravesical formulation combining gemcitabine and docetaxel, designed for easier office administration without the need for specialized compounding, greatly expanding potential use beyond academic centers.
- FDA feedback secured alignment on two registrational pathways for NDV-01: one in high-risk BCG unresponsive NMIBC suitable for a single-arm trial, and a separate randomized trial in intermediate-risk NMIBC in the adjuvant setting.
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STRATA Skin Sciences Q3 2025 Earnings Call - Historic Expansion of CPT Codes Triples Patient Market Size
In Q3 2025, STRATA Skin Sciences continued restructuring for growth ahead of a pivotal CPT code expansion effective January 2027, broadening coverage from psoriasis to about 30 inflammatory and autoim...
- STRATA’s XTRAC excimer laser CPT codes are expanding effective January 1, 2027, to include ~30 autoimmune and inflammatory skin conditions beyond psoriasis, tripling the addressable patient population to over 30 million.
- The Centers for Medicare and Medicaid Services (CMS) has recognized both current and expanded codes in the 2026 Medicare Physician Fee Schedule Final Rule, validating the forthcoming reimbursement changes.
- STRATA is actively seeking to extend expanded code recognition to private insurers ahead of the 2027 official rollout.
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