Analyst
Alliance Global Partners
Equibles does not estimate personal net worth.
Matt is recorded as Analyst at Alliance Global Partners. Matt has spoken on 4 earnings calls and 6 other investor events across 9 companies, most recently for Pelthos Therapeutics Inc. on August 13, 2026. Those appearances were for Verastem, Inc. (VSTM), Pelthos Therapeutics Inc. (PTHS), Nrg Energy, Inc. (NRG), Talphera, Inc. (TLPH), Baxter International Inc (BAX) and 4 other companies. The companies whose calls Matt spoke on are classified in the Healthcare, Utilities and Basic Materials sectors.
“Could you give us a bit of an overview on your view of the relative strength of why can'ts recently, as well as what counter-detailing messages you guys and they are using against each other out in the field?”
“I think the way to think about that is the EPC has two elements to it. It's the labor piece. They also bring a balance of plant equipment piece to it. So think about the turbines as the OEM and then a lot of the balance of equipment comes from the EPC.”
“So should we anticipate R&D spend increasing a bit in relation to the Erasmus lab and the upcoming PRMT5 lab in 2026, or is that more of a 2027 event?”
“I was just wondering if you guys are going to announce enrollment and any other milestone, maybe 75%, or is the next update going to be full enrollment and then where to expect data quickly after?”
“Very happy to have with us at our conference, Baxter. And from Baxter, we've got Joel Grade, EVP Chief Financial Officer. And we've also got Kevin Moran, new addition to the Baxter team, recent sort of new addition to the Baxter team in IR.”
Alliance Global Partners
Analyst
Transcript header (unverified)
VSTM
Biotechnology · Healthcare
NRG
Utilities - Independent Power Producers · Utilities
TLPH
Drug Manufacturers - Specialty & Generic · Healthcare
Medical Instruments & Supplies · Healthcare
CTVA
Agricultural Inputs · Basic Materials
RUPRF
Gold · Basic Materials
