Image source: The Motley Fool. Monday, March 2, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin McAleenan Chief Financial Officer — Sean Ricker TAKEAWAYS Revenue -- $27.3 million for the quarter, decreasing by $16.5 million year over year due to reduced Army program volume. -- $27.3 million for the quarter, decreasing by $16.5 million year over year due to reduced Army progr...
Image source: The Motley Fool. Monday, March 2, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin McAleenan Chief Financial Officer — Sean Ricker TAKEAWAYS Revenue -- $27.3 million for the quarter, decreasing by $16.5 million year over year due to reduced Army program volume. -- $27.3 million for the quarter, decreasing by $16.5 million year over year due to reduced Army program volume. Gross Margin -- 20.4% for the year, falling from 37.4%, primarily because of nonrecurring high-margin license deliveries and an overhead true-up that only benefited 2024. -- 20.4% for the year, falling from 37.4%, primarily because of nonrecurring high-margin license deliveries and an overhead true-up that only benefited 2024. SG&A Expenses -- $25.7 million for the year versus $22.2 million in the prior period, reflecting new growth and marketing investments. -- $25.7 million for the year versus $22.2 million in the prior period, reflecting new growth and marketing investments. R&D Expenses -- Increased to $4.8 million from $2.3 million year over year as spending on technology and capabilities accelerated. -- Increased to $4.8 million from $2.3 million year over year as spending on technology and capabilities accelerated. Net Loss -- $5.8 million for the quarter, sharply narrowing from $138.2 million in the comparable period, largely due to a $143.4 million noncash derivative gain and a $21.8 million income tax benefit tied to the Assage acquisition. -- $5.8 million for the quarter, sharply narrowing from $138.2 million in the comparable period, largely due to a $143.4 million noncash derivative gain and a $21.8 million income tax benefit tied to the Assage acquisition. Adjusted EBITDA -- Negative $10.3 million versus positive $2 million in the comparable period, attributed to lower revenue, compressed gross margins, and heightened SG&A and R&D expenses. -- Negative $10.3 million versus positive $2 million in the comparable period, attributed to lower revenue, co...
(RTTNews) - European stocks are seen opening lower on Tuesday, extending losses from the previous session as investors keep a close eye on the latest developments in the Middle East. U.S. President Donald Trump hasn't offered new details about the length or scope of the strikes on Iran that began over the weekend. He laid out four objectives for the war and described the nuclear threat Iran poses....
(RTTNews) - European stocks are seen opening lower on Tuesday, extending losses from the previous session as investors keep a close eye on the latest developments in the Middle East. U.S. President Donald Trump hasn't offered new details about the length or scope of the strikes on Iran that began over the weekend. He laid out four objectives for the war and described the nuclear threat Iran poses. U.S. Secretary of Defense Pete Hegseth also offered few details about the operation or the scope of duration of the war but claimed it will not be 'endless', framing the conflict as a "generational" chance to reshape the Middle East. Secretary of State Marco Rubio said "the hardest hits are yet to come from the U.S. military" and that the next phase will be even more punishing on Iran than it is right now. U.S. stock futures traded lower as investors awaited earnings from cybersecurity company CrowdStrike and retailer Target for direction. Asian stocks were broadly lower, with Seoul and Japanese markets leading regional losses as the conflict in Iran entered its fourth day, The dollar held gains from the prior session while gold traded above $5,350 an ounce on safe-haven demand. Yields on the benchmark 10-year U.S. Treasury edged up to 4.04 percent as investors trimmed expectations for Federal Reserve rate cuts. Oil prices continued to rise, with Brent crude futures trading up over 2 percent near $80 a barrel and WTI crude futures climbing toward $73 a barrel, after Iran's Revolutionary Guard says it has closed the Strait of Hormuz — a crucial waterway for the movement of oil. European natural gas prices soared as Qatar suspended operations at its Ras Laffan liquefied natural gas (LNG) facility, the world's largest LNG export plant. Overnight, U.S. stocks recovered from an early slide to end mixed following joint U.S.-Israeli strikes on Iran and Tehran's subsequent retaliation. The tech-heavy Nasdaq Composite rose 0.4 percent as Nvidia announced a $4 billion investment int...
In this article XOM Follow your favorite stocks CREATE FREE ACCOUNT Commercial ships anchor off the coast of the United Arab Emirates due to navigation disruptions in the Strait of Hormuz, Dubai on March 2, 2026. Anadolu | Getty Images The closure of the Strait of Hormuz by Iran is sending shockwaves across global energy markets, with Asia expected to face the maximum pain. A senior commander from...
In this article XOM Follow your favorite stocks CREATE FREE ACCOUNT Commercial ships anchor off the coast of the United Arab Emirates due to navigation disruptions in the Strait of Hormuz, Dubai on March 2, 2026. Anadolu | Getty Images The closure of the Strait of Hormuz by Iran is sending shockwaves across global energy markets, with Asia expected to face the maximum pain. A senior commander from Iran's Revolutionary Guards said Monday that the Strait of Hormuz had been shut and warned that any vessel attempting to transit the waterway would be targeted, Iranian media reported. Located between Oman and Iran, the Strait functions as a vital artery for global oil trade. Roughly 13 million barrels per day passed through it in 2025, representing about 31% of all seaborne crude flows, according to energy consulting firm Kpler. A prolonged closure of the Strait would likely lead to a further surge in oil prices , with some analysts seeing oil crossing $100 per barrel. Global benchmark Brent was last up 2.6% at around $80 per barrel —almost 10% higher since the conflict broke out. About 20% of global liquefied natural gas exports that come from the Gulf are also at risk, primarily those originating from Qatar and shipped via the Strait of Hormuz, according to Kpler. Qatar, one of the world's largest providers of LNG, halted production on Monday after Iranian drones hit its facilities at Ras Laffan Industrial City and Mesaieed Industrial City. "In Asia, Thailand, India, Korea and the Philippines are the most vulnerable to higher oil prices, due to their high import dependence, while Malaysia would be a relative beneficiary since it is an energy exporter," Nomura wrote in a note on Monday. Here's how those reliant on Gulf energy and shipments via the Strait of Hormuz stand to be impacted. South Asia: immediate physical strain South Asia would face the most acute disruption, particularly when it comes to supplies of LNG, analysts said. Qatar and the UAE account for 99% of Pa...
Key Points The Substack publication Citrini and Alap Shah of Lotus Technology Management theorized about what might happen to the economy if artificial intelligence (AI) turns out better than expected. AI could disrupt a significant number of white-collar jobs, but may not create more jobs like in past cycles. 10 stocks we like better than S&P 500 Index › The Substack Citrini is one of the more we...
Key Points The Substack publication Citrini and Alap Shah of Lotus Technology Management theorized about what might happen to the economy if artificial intelligence (AI) turns out better than expected. AI could disrupt a significant number of white-collar jobs, but may not create more jobs like in past cycles. 10 stocks we like better than S&P 500 Index › The Substack Citrini is one of the more well-known independent research publications. The firm was founded by current CEO James van Geelen, who is known for prescient calls in recent years regarding GLP-1 drugs and artificial intelligence (AI). Recently, Citrini, a paid publication, published a long piece on a scenario in which AI performs better than expected and subsequently tanks the market. The piece is co-published with Alap Shah, managing partner at Lotus Technology Management, and is written as if it is 2028 and the disaster has already happened. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The original article post on X had 28 million views as of March 2. While Citrini deemed the article a scenario rather than a prediction, it drew significant attention as a well-thought-out, underexplored idea that even seemed to contribute to the market's rout on Feb. 23.Here's what investors need to know. If AI works, it could be a bloodbath for the white-collar job market The crux of Citrini and Shah's argument is that AI creates a "negative feedback loop" that is difficult to escape. AI capabilities and agentic AI agents will make it much easier to develop apps and software products that used to take years and require many software engineers, coders, and support roles. This will lead to mass layoffs and a surge in the unemployment rate from 4.3% now to over 10% by 2028. Furthermore, agentic commerce agents will be integrated into everyone's device...
大华银行经济学家Enrico Tanuwidjaja和Vincentius Ming Shen在一份报告中称，随着基数效应减弱，印尼的通胀预计将在3月份恢复正常。他们表示，虽然2月份的总体CPI读数超出了印尼央行1.5%-3.5%的目标，但驱动因素被视为非结构性的，不太可能改变印尼央行的利率政策立场。这些经济学家指出，食品通胀仍是主要风险，但政府和央行正在共同努力解决这一问题。近期中东地区的军事冲...
大华银行经济学家Enrico Tanuwidjaja和Vincentius Ming Shen在一份报告中称，随着基数效应减弱，印尼的通胀预计将在3月份恢复正常。他们表示，虽然2月份的总体CPI读数超出了印尼央行1.5%-3.5%的目标，但驱动因素被视为非结构性的，不太可能改变印尼央行的利率政策立场。这些经济学家指出，食品通胀仍是主要风险，但政府和央行正在共同努力解决这一问题。近期中东地区的军事冲突可能会带来一些风险。大华银行认为，未来三个季度布伦特原油价格持续上涨15%将使通胀率上升约0.32个百分点。该行补充称，今年的平均通胀率可能在2.8%-2.9%之间，接近印尼央行目标区间的上限。 责任编辑：何云
Storeton Wood, Wirral: Two centuries ago, this landscape was being transformed by George Stephenson as he built Liverpool; more than 200m years ago very different creatures roamed here At last, the sun shone after weeks of rain. While the distant Welsh hills were draped in snow, here on the Wirral it was dry and bright. Storeton Wood is a secondary woodland of oak, beech and silver birch, and form...
Storeton Wood, Wirral: Two centuries ago, this landscape was being transformed by George Stephenson as he built Liverpool; more than 200m years ago very different creatures roamed here At last, the sun shone after weeks of rain. While the distant Welsh hills were draped in snow, here on the Wirral it was dry and bright. Storeton Wood is a secondary woodland of oak, beech and silver birch, and formerly a quarry. Below, a cuprous layer of leaf has protected the soil from the recent assault of raindrops. Fallen limbs were a feast of fungi; in places, creamy white Storeton sandstone peeked through like discarded vertebrae. Great spotted woodpeckers drummed. Standing by the remnant of George Stephenson’s quarry track, I envisaged the 1838 scene: workmen busy extracting sandstone, sudden shouts of discovery and confusion, handprints in the rock. They thought they were the signs of people perished in Noah’s flood. Victorian scientists later confirmed that they were footprints of a crocodile-like creature named Chirotherium storetonense (Chirotherium meaning “hand beast”) dating from Triassic times, 240m summers ago. Continue reading...
Image source: The Motley Fool. Monday, March 2, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Founder, President, and Chief Executive Officer — Dr. David Hung Chief Commercial Officer — Colleen Sjogren Chief Financial Officer — Philippe Sauvage Senior Vice President, Investor Relations — J.R. DeVita TAKEAWAYS Total Revenue -- $41.9 million for the fourth quarter and $62.9 million for the year, including ...
Image source: The Motley Fool. Monday, March 2, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Founder, President, and Chief Executive Officer — Dr. David Hung Chief Commercial Officer — Colleen Sjogren Chief Financial Officer — Philippe Sauvage Senior Vice President, Investor Relations — J.R. DeVita TAKEAWAYS Total Revenue -- $41.9 million for the fourth quarter and $62.9 million for the year, including both product and partnership revenue. -- $41.9 million for the fourth quarter and $62.9 million for the year, including both product and partnership revenue. U.S. Net Product Revenue -- $15.7 million in the fourth quarter and $24.7 million for the full year, with performance influenced by high initial use in late-line settings where duration on therapy is limited. -- $15.7 million in the fourth quarter and $24.7 million for the full year, with performance influenced by high initial use in late-line settings where duration on therapy is limited. Iptrozi Launch Uptake -- 432 new U.S. patients started therapy since launch, with 216 initiated in the fourth quarter; new patient start rate is approximately six times that of the prior two ROS1 TKI launches in their initial two quarters. -- 432 new U.S. patients started therapy since launch, with 216 initiated in the fourth quarter; new patient start rate is approximately six times that of the prior two ROS1 TKI launches in their initial two quarters. First-Line Patient Penetration -- Repeat prescribing and steady increases in first-line use are reported, but the majority of current patient starts remain among later-line patients, impacting projected duration on therapy and near-term revenue stacking. -- Repeat prescribing and steady increases in first-line use are reported, but the majority of current patient starts remain among later-line patients, impacting projected duration on therapy and near-term revenue stacking. Median Duration of Response (DOR) -- "As of August 2025, Introzy’s median duration of response has now reached 5...