Callouts & quotes from 37,061+ activist slides

""The people prescribing Wakix are the dumb doctors or they're speakers for the company, not the ones I would want my family seeing for narcolepsy...the speakers are prescribing like crazy, and I'm like, okay, how are you finding the patients?...If Wakix was going to be a hit, it would have been a hit by now...I scratch my head wondering why patients that are on it are on it." — Physician and professor at Stanford. "Bro. These guys invented price increases. I literally learned it from them." — Martin Shkreli. "I put a lot of money on the fact that dude, I'm probably their number-one guy...who the hell wouldn't want to write this shit?" — An Alabama physician."

""So we are committed to reaccelerating the bookings growth in the coming year, reaccelerate revenue growth in FY '20." — CFO Dylan Smith, Q4 FY2018 Earnings Call; "...ultimately, recommitting to the $1 billion in revenue for the full year of FY '22 and reaccelerating revenue growth next year and beyond." — CEO Aaron Levie, Q2 FY2019 Earnings Call; "So we're still very focused on that reacceleration. This is the entirety of our strategy right now...So the focus right now is entirely on that reacceleration to achieve that target of $1 billion in revenue in FY '22. And so that's where we're putting all of our energy." — CEO Aaron Levie, Q4 FY2019 Earnings Call"

""[Rent paid to Dr. Martin] was a big burden for companies... the annual rental costs are very high because Gilles wanted, or Eurofins wanted to have it paid back within [unintelligible] time..." — Source C; "[There were] a couple of files where if you looked at the price at which the rent was unreasonable, indicating that it was not rising according to what the market prices were doing..." — Source D; "The lease rates would be above market... I don’t think we get favorable terms..." — Source K; "[Dr. Martin] forces you to actually accept his leasing agreement, where a leader would say, No, look, I’m not profitable. Let me find something else..." — Source B."

"“there’s no alternative other than NRP, really”: “the heart on the TransMedics device is beating but it’s empty...it’s not supporting circulation...it’s not generating a pressure...you’re guessing”; “there are limitations in terms of the actual assessment of the heart on that device...it’s not the most robust test of organ quality...there’s no way to assess it...with a TransMedics device, there is no resistance...if you resuscitate with NRP...you can actually have a clear assessment...that’s missing on the TransMedics device: true functional assessment of this organ...if it looks good on the machine, will it look good once you put it in.” — Various Surgeons"

"“Campbell Soup Co. has been one of the worst performing food companies over the past two years. If a quick way out is available, the family members who control the firm should give it serious consideration... [An attempted turnaround] will be a long and drawn-out process with uncertain prospects for success. Campbell's ability to invest for growth will also be constrained by the imperative to reduce its debt overhang... Against that backdrop, an outright sale starts to look more appealing... John Dorrance invented the formula for Campbell's condensed soup over 120 years ago. For his descendants, it may finally be time to move on.” — The Wall Street Journal"

""[D]o you ever see a situation where midstream is somehow separated or is a standalone business? ... just in terms of the scale, the importance and maybe the failure of the market to recognize the value in your structure ..." — Wolfe Research, Q4 2024 Earnings Call; "[W]e believe we can create more shareholder value by keeping the midstream business integrated..." — Mark Lashier, Q4 2024 Earnings Call; "...[T]he question we often get is, can you get full credit for the value of a midstream business that should deserve, a much higher multiple embedded in a diversified company that's often perceived to be a refining company?" — Goldman Sachs, January 7, 2025"

""I would say the founders and Peter Chapman knowing what I know." — Former senior scientific employee of IonQ; "...the statements that are being made, I do not believe, are consistent with the capabilities that they have and what they can potentially deliver is the concern... I don't think there's much harm in those. But if you're making outlandish claims that are in a sense so far removed from what can actually be done with what is available today and what can realistically be expected based on know-how and technical understanding of how our system currently behaves, then this can actually be very discouraging." — Former senior scientific employee of IonQ"

"“They actually paid someone to do a deal with them, and Peter Chapman was saying that if you have to spend a lot of money to get a deal, that’s fine with me, I just want the signing. I found that reprehensible, and that was Peter Chapman and his buddy at GE, [name redacted]. It was GE. They paid GE so that they could do a research project with them and make an announcement. So, they didn’t pay for revenue; they paid for an announcement or a collaboration. I would say it was $100k or less. It wasn’t that much money, but in my years in quantum, I have never ever seen anybody pay to do a deal, never. I view that as a new low.” — Former senior employee of IonQ"

"“If you talk about commercializing Quantumscape's cell, I feel like it's a good decade away, if not more. I mean, you can build all of your concept cars and take them to the test track, but for a conventional passenger car to come out with your batteries, I think it's going to be quite some time before people see that mainly because of two things. Handling lithium metal requires a whole new infrastructure, in general. You can build all of these coin cells, scale it up to single-layer pouch cells, that's possible. But getting to multi-layer from single-layer and then the production part of things, that's actually going to be a huge step.” — Former employee"

"“We are very focused on bending our cost down again in 2024.” — CFO Tammy Romo; “We've got a lot of opportunity to now go work on bringing out inefficiencies...” — CEO Bob Jordan; “As we look ahead to next year, we are absolutely committed to driving our unit cost down.” — CFO Tammy Romo; “Our [FY'24] CASMx guidance of a 6% to 7% increase year-over-year is also essentially driven by labor and maintenance cost pressures...” — CFO Tammy Romo; “[We expect] our full year CASM-X to increase in the range of 7% to 8% year-over-year, elevated from our previous full year CASM-X guidance due to lower capacity plans in the second half of the year.” — CFO Tammy Romo"

""Last year, we announced a 15-year contract that we received from the government of Albania to provide turnkey cargo and vehicle screening services at various sites throughout the country of Albania. Unfortunately, we recently learned that the customer, the Albanian newly elected government, has halted further progress on the contract and put into doubt the continuation of the program. The program had been proceeding smoothly and ahead of schedule. We intend to strongly enforce our contractual rights and hope to reach an amicable outcome... You can understand that, under the circumstances, we cannot comment further at this time." — OSI Systems management"

"“But again, it’s a challenge trying to track down the real origins of the Sino-Forest partner. No street address is given for Huaihua Yuda Wood on the documents made available by Sino-Forest, only the name of a tiny township called Anjiang in southern Hunan province. There, locals say a company called Yuda did indeed own a crumbling sawmill in the area that has since changed hands. Employees who remained behind at the mill after it was sold say they believed that Huaihua Yuda Wood was indeed a subsidiary of Sino-Forest. “There were Canadians here all the time back then,” said an office worker who would only give her family name, Yi.” — The Globe and Mail"

""Engine has failed to present the Board with even one credible and actionable, strategic or operational Idea." — DND Board, November 26, 2024. "Engine’s attempt at wholesale change of the Board compounded by its stated intention to replace the management team, is reckless, puts the business at risk and is potentially value destructive." — DND Board, November 26, 2024. "Engine’s nominees, as a group, lack substantive senior executive, operational and board experience to be additive to the Board. In addition, the individuals lack meaningful capital allocation experience – a critical area that the Company remains focused on." — DND Board, November 26, 2024."

"if you care about production throughput, you have to use a 213nm light source. TSMC just wants to do quite frequent monitoring...a quick check...the best resolution is not necessary. — TSMC Executive; the laser source is unstable for the X8, X9 ULTRA; it has a lot of software bugs; bug is always causing random problems...they cannot find critical defects, or the resolution is very bad...the image processing is very bad. — Ex-Lasertec field service engineer; design is very bad because of the particle issue...the Lasertec machine isn't designed very well...it's suffering from so many particle issues...[the tool] is not very clean. — Lasertec field engineer"

"“There were certain revenue expectations that the company had, that Ginkgo had for [key related party name redacted], and a certain timeline to achieve those. ... there was real pressure to produce, to do work in the Ginkgo foundry to produce revenue in their foundry that would have no real value for [key related party name redacted]. It was sort of make work because there was an expectation that that work needed to be done. Like I balked at that, basically, and was like, I can't do that. I'm not working for Ginkgo; it's not in the best interest. We have to take two steps back and think this through. I kind of got axed for that.” — Former Ginkgo employee"

""We are very focused on bending our cost down again in 2024." — CFO Tammy Romo; "We've got a lot of opportunity to now go work on bringing out inefficiencies..." — CEO Bob Jordan; "As we look ahead to next year, we are absolutely committed to driving our unit cost down." — CFO Tammy Romo; "Our [FY'24] CASMx guidance of a 6% to 7% increase year-over-year is also essentially driven by labor and maintenance cost pressures..." — CFO Tammy Romo; "[We expect] our full year CASM-X to increase in the range of 7% to 8% year-over-year, elevated from our previous full year CASM-X guidance due to lower capacity plans in the second half of the year." — CFO Tammy Romo"

"“During 2014, we began to sell go-live and training support services separate from the required implementation services. Fees associated with required implementation services are included in our ongoing monthly rate; therefore, they are being recognized ratably over the customer life. Go-live and training support services can be purchased by the customer from us or third-party vendors, and therefore, are recognized upon delivery of service. Previously deferred revenue balances related to implementation services, including go-live and training support services, will continue to be amortized over those remaining customer lives.” — ATHN 3Q 2014 10Q, page 13"

"“I definitely think there's some issues. If you're talking to investigators — if they see a lot of people, I totally would trust their judgment when it comes to what they would recommend and what they wouldn't. And I do find that the side effects just really feel like they're being minimized. And every call I've been on for anything, they're not really talking much about it — they're saying for people to be on a healthy diet and exercise, and I'm in my head going, well, that's their problem. It feels like they're really minimizing the fact that this drug does have some serious side effects.” — KOL in the PWS field; involved with Soleno's clinical program"

""No, the leagues are never paying Genius, at least for the Genius Sports module when they were providing digitization, social media, integration, websites, mobile apps." — Former Genius Sports Manager; "From the Genius Sports part, that seems high to me because a lot of the deals, they are either paying money or its contra. $16 million seems quite high." — Former Genius Sports Manager; "It is unlikely if any of these sports pay Genius real cash, or at least significant amounts. Even the NBA deal is VIK, as is the English Premier League whereby Genius pays an estimated GPB 20m a year, on which they are supposedly making a loss." — Betting Industry Expert"

""Though we acknowledge that DIN trades at a premium valuation relative to its leverage, we believe this is warranted due to the stable characteristics of its franchise model. That model provides a stable stream of royalty revenue that is generally immune to negative operating leverage and fluctuations in commodity and labor costs. Furthermore, the model enables low capital expenditures, thereby maximizing free cash flow." — Goldman Sachs, May 11, 2011; "The company has evolved its business into a more profitable franchise-centric model while bolstering its capital structure and balance sheet with significant debt reductions." — B Riley, October 12, 2011"

""Though we acknowledge that DIN trades at a premium valuation relative to its leverage, we believe this is warranted due to the stable characteristics of its franchise model. That model provides a stable stream of royalty revenue that is generally immune to negative operating leverage and fluctuations in commodity and labor costs. Furthermore, the model enables low capital expenditures, thereby maximizing free cash flow." — Goldman Sachs, May 11, 2011; "The company has evolved its business into a more profitable franchise-centric model while bolstering its capital structure and balance sheet with significant debt reductions." — B Riley, October 12, 2011"

""[D]o you ever see a situation where midstream is somehow separated or is a standalone business? ... just in terms of the scale, the importance and maybe the failure of the market to recognize the value in your structure ..." — Wolfe Research, Q4 2024 Earnings Call; "[W]e believe we can create more shareholder value by keeping the midstream business integrated..." — Mark Lashier, Q4 2024 Earnings Call; "[T]he question we often get is, can you get full credit for the value of a midstream business that should deserve, a much higher multiple embedded in a diversified company that's often perceived to be a refining company?" — Goldman Sachs, January 7, 2025"

"The bank Société Générale Private Banking Monaco benefits from the Privilege of Lender of Deniers (PPD) for the loan granted for the two buildings for the principal sum of 8,545,000 euros as well as a conventional mortgage of 1st rank on the building I to amounting to 2.5 million euros (financing renovation work). The KALOIKOS company, seller of building I, benefits from a seller's privilege for an amount of 4 million euros in second place behind the PPD and the mortgage allocation (in the amount of €3,545K) for the benefit of Société Générale Private Banking Monaco. — Les Mas du Figuier SAS (France) auditor's report on the annual accounts, Dec 31, 2013"

""[D]o you ever see a situation where midstream is somehow separated or is a standalone business? ... just in terms of the scale, the importance and maybe the failure of the market to recognize the value in your structure ..." — Wolfe Research, Q4 2024 Earnings Call; "[W]e believe we can create more shareholder value by keeping the midstream business integrated..." — Mark Lashier, Q4 2024 Earnings Call; "[T]he question we often get is, can you get full credit for the value of a midstream business that should deserve, a much higher multiple embedded in a diversified company that's often perceived to be a refining company?" — Goldman Sachs, January 7, 2025"

""[D]o you ever see a situation where midstream is somehow separated or is a standalone business? ... just in terms of the scale, the importance and maybe the failure of the market to recognize the value in your structure ..." — Wolfe Research, Q4 2024 Earnings Call; "[W]e believe we can create more shareholder value by keeping the midstream business integrated..." — Mark Lashier, Q4 2024 Earnings Call; "[T]he question we often get is, can you get full credit for the value of a midstream business that should deserve, a much higher multiple embedded in a diversified company that's often perceived to be a refining company?" — Goldman Sachs, January 7, 2025"

"“that’s part of why we don’t use it...I don’t trust their surgeons...you don’t have top-tier surgeons working for TransMedics” — Cardiac transplant surgeon at a major Midwest academic center; “if you’re procuring an organ in an OR in the continental US, there’s no way you’re not licensed to practice medicine and surgery.” — Transplant hepatologist and director of the liver program at a Midwest academic center; “you have to be credentialed by the hospital as a transplant surgeon...no one’s operating...without an MD, general surgeon residency...and a fellowship.” — Transplant surgeon and surgical director at a high-volume academic center in the western US"

"“So, then their advice to us was, ‘Why don’t you wait a couple of hours,’ which we did. And the right lobe still didn’t feel much better. So, we declined that liver... the trust was fractured at that point.”; “Magdy was the one who told us about that. So, then we called other colleagues around the nation... And they said, ‘Oh, we’ve definitely seen this before. Sometimes it’s a procurement issue; sometimes it’s pressure on the pump.’ So, it’s just a fucking lie. It’s a lie that we’re the only center that’s having these problems but that was the communication to us.” — Chief of transplant surgery at a major transplant center; high-volume TransMedics user"

""They're both high-single-digit growers upper extremity and lower extremely, accretive to overall Stryker's organic growth." — Spencer Response, Wright Medical Deal Call, November 4, 2019. "As it relates to sales expectations for Wright Medical, we now expect comparable growth for trauma and extremities to be in the mid-single digits for the full year when compared to the combined results for 2019." — CFO Boehnlein, FY 2020 Conf Call, Jan 2021 and Q1 2021 Conf Call, April 2021. "And we sort of moved it up to mid-single, and now we're kind of thinking it's really going to be 6-plus percent for this year." — Spencer Response, Q2 2021 Conf Call, July 2021."

""The Company has a number of loan arrangements with fellow Group entities. In error, cashflow transactions associated with these loan arrangements were presented within "Cash generated from operating activities" within the Statement of Cash Flows. As a result, the 2021 comparative figures in the Statement of Cash Flows have been restated to present cashflow transactions associated with loans receivable within "Cash generated from investing activities" and cashflow transactions associated with loans payable within "Cash generated from financing activities" in line with the requirements of IAS 7 Statement of Cash Flows." — WSP UK Limited Error Disclosure"

"One of our team is reminded of a story about a dinner meeting of senior law firm partners from Asian offices and their direct superior, who was visiting from the US, that took place at the end of 2008. The Asia partners repeatedly mentioned they were worried about their abilities to generate business because of the financial crisis. After hearing this long enough, the US partner exploded in an expletive-filled tirade, pointing at one in turn while yelling near top volume "YOU do YOUR job! And YOU do YOUR job! YOU do YOUR job!!!" He then threw his napkin on the table and left. We think FMCN management would benefit from similar oversight. — Muddy Waters"

"“I wouldn't say that nothing that we tried worked. I've been on a number of calls with people, a lot of them are into the hype, and they hear a hesitation in my voice, and they just can't believe that it's not real for whatever reason. But this is an extraordinarily hard thing to do to the point that most people can't really understand how hard it is...Most people who have not done some kind of industrial work in the past just have no idea how difficult this stuff is, how uncertain it is... This is a super-difficult problem like, basically, Nobel-Prize-winning work needs to be done to make solid-state batteries real.” — Former employee of Quantumscape"

"In addition to the accelerated growth we anticipate from PDGM disruption in the marketplace that Keith discussed earlier, another significant incremental organic growth opportunity as we head into 2020 is, of course, our expected admissions acceleration from the Almost Family locations. In the 130 Almost Family locations fully converted to LHC Group's instance of Homecare Homebase prior to the third quarter, we demonstrated sequential organic growth in home health admissions of 1.2% in the quarter as compared to the second quarter despite the fact that Q3 is typically a seasonally lower volume quarter than Q2. — Joshua Proffitt - CFO & Treasurer, LHCG"

"“Basically, Nevro lost all of that revenue from docs that came on their initial wave. All of them are done with Nevro. They won’t even listen to them. Their number-one complaint was lack of efficacy. Patients just weren't getting the pain relief that they were promised or presented in the RCT. Number two was the size of their device. They really had a lot of problems with the bulkiness and the size of it. And three, the lack of MRI compatibility. They were running into MRI centers not willing to do MRIs even though they had the full-body MRI label for the percutaneous systems, and it just got to be too much of a headache.” — Medtronic regional manager"

"5.16 The grid connection agreement with Northern Power grid, which is attached at Appendix 1, prevents Lightsource bp from exporting more than 45MW(AC) at any one time from the site. 5.17 The Burnhope Solar Farm installed solar panel capacity is ~75.79MWp with maximum combined capacity of the installed inverters of ~49.9MW(AC). The stated export capacity in the planning application is up to 49.9MW(AC). This is within the EN-3 threshold and allows for a future increase in export capacity beyond 45 MW(AC) if more capacity were to become available on the network at a later date (Appendix B, p. 26)20. — Planning Statement of Burnhope's revised application"

""So, you get credit—this is different than any place that I’ve ever worked in my career. And if you ask somebody at Harmony. it sounded like from talking with everybody that, again, it’s kind of weird. So, if you put a fax through the fax machine, and it goes over, and it goes to this hub... Once that prescription goes through the fax machine, the rep gets credit for the script. Normally the way that it works is the rep doesn't get credit for the script until it ships out to the patient... That isn't how they do it. They give credit when it goes into that specialty hub. That was a little weird." — Ex-Harmony territory manager for a large Midwest state"

""[Henry] Singleton [the CEO of Teledyne] believed in an extreme form of organizational decentralization with a wafer-thin corporate staff at headquarters and operational responsibility and authority concentrated in the general managers of the business units. This was very different from the approach of his peers, who typically had elaborate headquarters staffs replete with vice presidents and MBAs." "Singleton was an iconoclast and the idiosyncratic path he chose to follow caused much comment and consternation on Wall Street and in the business press. It turned out that he was right to ignore the skeptics." — William N. Thorndike, Jr., The Outsiders"

"Being a part of LivePerson right now is like watching a plane crash in slow motion. The CEO is investing in the most random stuff like a health app to test for COVID despite no need for it anymore and a whole BANK? It's a chatbot company, we have no business being in those fields. We have a Chief Coaching Executive for some reason who just gives random "motivational" speeches while the company has layoffs of genuinely enjoyable employees and budget cuts out the wazoo. .... Advice to Management: Get it together, work on what you know and stop trying to do random crap that doesn't apply to our core business model. — Anonymous Employee (April 14, 2022)"

"Analyst on earnings call: “Did you see any provider fees from any of your states in that 6.9% number?” HMA CFO: “No.” — HMA Earnings Call. HMA CFO, Jan. 2013: “Yes. Actually, we signed a few agreements that would cover the start of 2014.” — HMA Public Guidance. HMA Executive VP - Finance, Feb. 2013: “Regarding our current contracting, we have a few small contracts with local or regional managed care companies where the exchange rates are the same as our commercial rates.” — HMA Public Guidance. HMA CFO, Apr. 2013: “No, there’s still no exchanges to negotiate with in any of our existing states. They’re still under development.” — HMA Public Guidance."

"A lot of these programs, SRR included, are built around a capability, not a specific platform. So the way they say it within DoD is currently for SRR, the material solution is the Teal black widow. That material solution can change, and in most programs, there's not a requirement for there to be a single material solution...there's also an aspect, in this case, of the DIU'S Blue UAS stuff, if there's stuff on there...because DIU is doing a yearly refresh of that is their new methodology - so SRR naturally is going to look at what platforms are being submitted to that and they'll have a continual database of what — Defense Industry Procurement Expert"

"I'm at [redacted institution]...I've been working with people with PWS since [year redacted]. I've done [redacted – a large number] clinical trials in people with Prader-Willi Syndrome. I run clinical trials at this point...and so I follow a lot of families...some of the families I've seen, I've seen since the early [redacted], and continue to see them in the clinical space. I have a really long track record with the families. And even today, I saw several people for the [redacted] trial...this is pretty much what I do is just people with PWS... I helped them when they got their data... — KOL in the PWS field; involved with Soleno's clinical program"

"“People like to think it’s like an episode of The Sopranos. Given my last name, there’s been some suspicion,” he told an interviewer in 2012. Tony Soprano, America’s favourite garbageman mobster, had only been off the air a few years when Dovigi splashed onto the scene in Toronto. Reflecting on the talk now, he laughs. “People would always say, ‘Who is this kid? How’s he doing this? It must be the Mafia that’s involved,’” says Dovigi, whose stocky six-foot frame and dark hair would certainly get him an audition for the part. “The things people were saying were just insane. It was funny. It’s all just noise.” — Patrick Dovigi, Globe & Mail Sept 2019"

""There IS a large margin gap between Arconic's engineered product business... Kleinfeld SHOULD face questions about why he got 2016 guidance so wrong for Arconic." — Bloomberg, February 7, 2017; "I think there is a legitimate question that's being raised by Elliott which is how long before Klaus really delivers versus his peers...I think it would be a better company if the Elliott guys got on this board than this current board." — Jim Cramer, February 1, 2017; "We see as much as 20% downside if Kleinfeld continues as CEO." — Gordon Haskett, February 13, 2017; "It is hard to see him [Dr. Kleinfeld] surviving." — The New York Times, February 28, 2017"

"As a [redacted], your firm implemented a transmission limit on how many times the Zio AT System transmits data. As a result, the device is only able to transmit 100 patient-triggered and 500 automatically detected arrhythmia events. Once the transmission limit is reached, the patient's data stops being transmitted for review/reporting. Thus, when the transmission limit is hit, the device can no longer be used for its intended purpose of transmitting patient ECG for reporting. Further, when the transmission limit is hit, the device can no longer provide near-real time monitoring for high-risk patients. — FDA Warning Letter Dated 5/25/23 (CMS 643474)"

""We've seen ARPU continue to grow historically double digits a year. That was true through Q4 as well. As we look into Q1, there's kind of two competing things overall. We do have some customers on reduced subscription plans. And offsetting that, we've got increased module uptake of things like delivery and e-commerce and so on as well, that's helping to offset that." — CFO Nussey, Q4 2020 Conf Call, May 21, 2020; "Absolutely. And I think also here what we saw is a lot of customers who have removed some of the modules, went back to buying more modules from Lightspeed because of the reopening." — JP Chauvet, President, Q1 2022 Conf Call, Aug 5, 2021"

"It has recently closed the purchase of several plots of commercial real estate in the Economics Development Area of Zhengzhou, Henan Province, for a total consideration of RMB333.8 million. GSX has made the first installment payment of RMB69 million, and expect to complete the payment of the remaining installments within the next 3 years. Such commercial real estate includes two completed office buildings and one office building in construction. GSX plans to use these premises for business operating functions. They expect to begin business operations in these office buildings in the second half of 2020. — GSX Techedu (January 31, 2020 announcement)"

"…initially, the way that the go-to-market basically sold, there was two components of costs, one being a hardware cost, one being the licensing cost…the hardware is just a onetime cost. But you would see that cost, yes. And so, what that served as is essentially a negotiation tactic for a lot of people during that time. This all changed probably in 2019, where the hardware cost was actually written down to zero and then included within the SaaS licensing…The new way of doing it is to have that software or have the hardware at no cost, at least shown to the customer as no cost… — Tegus Interview with Former Samsara Senior Account Executive, 7/20/23"

""But at its core, it's as simple as customers need help. They don't do these projects all the time... When our designers are involved, as I mentioned, it's one of the highest tickets we have in the entire company. The gross margin rate is higher because we get them to buy or we help them make the decisions to buy the installation categories and the decorative products that are higher margin." — June 7, 2022 Baird Conference. "We do see benefits in the installation category, when we take prices down, we have taken prices down in installation material, our penetration has gone up. That's a product that is brand recognition." — Q1 2024 Earnings Call."

"Vykat is not a truly 'new' medication...my nephew was on it 20 years ago as an infant due to hypoglycemia — Anonymous member. I know some parents are excited...but we are not convinced [sic] is the solution for hyperphagia — Anonymous member 264. we heard from some parents that it took a few months to a few YEARS to see a difference — Top contributor. I am on the fence on giving the medication...my gut tells me, no...but the guilt of the potential for her future is gnawing at me too — Anonymous member. my son is 25...we discussed it...I figure we will revisit...in a year when more data and family experiences have been shared... — Anonymous member."

"That is very concerning. We use this drug to make blood sugars go up...we've talked about theoretically, the hypoglycemic effect, because we use this drug all the time, we're the biggest referral center for hyperinsulinism in little babies...we also talked about it being a little surprising because we weren't expecting this to be the type of drug that would be used in this condition...people seem to say, okay, we'll see...certainly at the meeting, I didn't go to any specific talks about this, but no one talked about it. I don't think it was a big enough topic to make the headlines. — Pediatric oncologist, Children's Hospital of Philadelphia (CHOP)"

"“...and this one, you cannot clean. It coats the source of the EUV light until it develops a few mono-layers of coating of this organic composition, and gradually, you lose it, and you have to replace it.” “I heard every year that you need to replace the imaging optics right now...the coating and the amount of VOC are such that every year they have to replace the optics, and this costs—the refurbishing of those optics at least a million dollars or more. They need to replace mirror number two, mirror number four, and that would cost at least half a million dollars each.” — Former KLA executive in a leadership role in their EUV mask inspection group"

"“I don’t understand either. I mean, if they really believe down to earth that this was going to be a successful thing, you would think that they would actually commit, but they don’t. So, there must be something that they know they don’t say; who knows? It’s unclear to me how they can actually just hold both positions and then somehow make others believe that this is going to be a successful enterprise without a doubt. It’s confusing. When you talk to some of the candidates that are interviewing at IonQ, some of them actually ask the same questions, and I don’t hear a good answer.” — Former senior member of IonQ technical staff in a critical role"

"As previously disclosed, in November 2021, we entered into the MSA with, and issued a warrant to, AstraZeneca. Under the MSA, we agreed, on a non-exclusive basis, to provide AstraZeneca with certain of our products and services... The minimum commitment may increase from $220 million to $320 million through December 2028 if the average closing price of our Class A common stock exceeds two times the price of shares of Class A common stock in our initial public offering... The warrant was automatically cancelled and terminated for no consideration as AstraZeneca declined to extend its financial commitment before December 31, 2024. — TEM SEC filings"

""Very, very focused on cutting costs, and you'll hear me talk about that, that's one of the things that's different about Alcoa Corp. As we go forward, we'll be very, very focused on not only cutting cost at the plant level, but also in the overhead structure... We did not take any of the corporate jets with us. We skinny down the corporate office to only 15 people here in New York. So we're now on one floor in the New York office. We've eliminated our Geneva office. We've gone --and I use these just as examples. We've gone location by location and cut overhead costs, but there's still more work to be done." — William F. Oplinger, CFO Alcoa Corp."

""The deep learning capabilities of NVIDIA DriveWorks software on the DRIVE PX 2 AI computing platform, combined with BlackBerry QNX's ISO 26262 safety-certified operating system, enables automakers to build the highest performing, ASIL-certified autonomous driving solutions." — Kevin Flory, Vice President of Automotive Software, NVIDIA. "The arrival of QNX SDP 7.0 aligns with the automotive industry's shift towards 64-bit computing as automakers seek fast processing speeds to deliver highly responsive, intelligent and connected digital cockpits." — Patrick Little, senior vice president and general manager, Automotive, Qualcomm Technologies, Inc."

""We strongly believe that we are in a great position to establish a first-mover advantage to roll out a product that performs well on a pizza... Nondairy cheese, on the other hand, has relatively few players and is a space we feel we can be successful in." — COO Beckmann, Feb 4, 2021. "We feel very good about swapping cheese, I guess, traditional cheese volume for plant-based cheese volume and the margins are very, very healthy." — CEO, Feb 10, 2022. "Quite frankly, who likes the product? They have a substantial plan for retail and are pushing hard, but I think the sales team is struggling." — Former U.S. Sales Executive, Spruce Point Interview."

"‘moving towards eSET as the primary transfer paradigm during IVF will likely not succeed in reducing the elevated risk of preterm delivery seen in IVF singletons’ — Fechner et al., 2015, Goisis et al., 2019; "while single - as opposed to multiple - embryo transfer does indeed reduce multiple pregnancies, these findings suggest that, in order to decrease preterm births, it is advisable to limit rather than broaden the indication for IVF, as the proactive fertility management model proposes." — van de Weil (2022); "Progyny’s contracts also include potential service level agreement refunds related to outcome-based service metrics." — PGNY 2021 10-K"

""So I don't know how they're going to do both high frequency and paresthesia [low frequency] with Omnia. In fact, I think they're lying. I think if you're going to go for diabetic peripheral neuropathy, you can't be in the T9/T10 spot. You're going to have to be somewhere else, which means now you can't do the high frequency." — KOL; "In some PDN patients, the leads need to be at T11, T12, L1. If that doesn't work, you can go up to T9, T10, T11. And it's not just where the leads are - it's also laterality... With Nevro, you can't do that. There are 32 contacts, say with a Boston Scientific lead. With Nevro, they only activate two of them." — KOL"

"“It is. I think the point in time in which we are paying a dividend, I think our dividend payment will look very much like a bond payment. In essence you have got secured cash flows under long-term leases from very high-grade tenants in the US business... Today the public market doesn't seem to make a valuation difference between cash flows that are bought in a developing country or Verizon Wireless. My own view and our firm view is that there is a big difference in terms of the credit quality of those cash flows, the sustainability of those cash flows, and predictability of those cash flows.” — Jay Brown, Crown Castle International - SVP & CFO"

""According to the court’s decision, Mr. [Rupert] Murdoch was concerned that the ‘lack of consensus’ would impact the strategic direction at both companies including a potential reorientation of editorial policy and content. It states that his intention was to consolidate decision-making power in Lachlan’s hands and give him permanent, exclusive control over the company." — The New York Times, July 24, 2024; "The family battle has been years in the making. Murdoch has always sought to keep his media enterprise in the family’s hands, and he brought several of his children into the business over the years." — The Wall Street Journal, July 24, 2024"

"I have nothing but the highest regard for Nelson Peltz. We served together on the Heinz board and I found him constructive, open-minded and thoughtful. He played by the rules and was a positive influence. He had a lot of good ideas to help make Heinz a better company, including increased marketing and reducing corporate overhead. He definitely added value for all Heinz shareholders. — Thomas J. Usher, Former Chairman and CEO, United States Steel Corporation, non-executive Chairman of the board of Marathon Petroleum Corporation, Director of The PNC Financial Services Group, Inc. and PPG Industries, Inc., and former Director of H.J. Heinz Company"