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MeiraGTx Holdings plc (MGTX) Presents at Bank of America ...
2026-05-15 · via All Articles on Seeking Alpha

Q1: 2026-05-14 Earnings Summary

EPS of -$0.57 misses by $0.12

 | 

Revenue of

$293.00K

(-84.79% Y/Y)

misses by $16.71M

MeiraGTx Holdings plc (MGTX) Bank of America Global Healthcare Conference 2026 May 13, 2026 8:01 PM EDT

Company Participants

Alexandria Forbes - CEO, President & Director

Conference Call Participants

Alec Stranahan - BofA Securities, Research Division

Presentation

Alec Stranahan
BofA Securities, Research Division

Started here. Thanks for joining the session with MeiraGTx. My name is Alec Stranahan. I'm senior biotech analyst here at Bank of America covering Meira. And I have the pleasure of introducing Zandy Forbes. Welcoming her back to another Vegas conference. Zandy is the Chief Executive Officer of Meira. Thanks for being here, Zandy.

Alexandria Forbes
CEO, President & Director

Thanks for inviting me.

Question-and-Answer Session

Alec Stranahan
BofA Securities, Research Division

Yes. Great. Well, maybe just to start off at a high level, you've materially repositioned Meira over the past 12 months. You took back the bota-vec rights from J&J. You secured the Hologen collaboration to fully fund the Parkinson's program. You got BTD for xerostomia. I guess, what is sort of the single most important derisking event that you think the market hasn't fully appreciated for the company over the next 12 months?

Alexandria Forbes
CEO, President & Director

I'm not sure what the one thing that the market has not fully appreciated could be. It could be many things. But I would say that buying back RPGR from J&J has been the most derisking thing we've ever done in the company. And it's -- and getting it approved globally is a real focus for us. And since we did that, I don't know, 10 days ago, 2 weeks ago, we actually have some quite senior people from J&J who may have been working at other places come and join us or speak to us.

And it puts us in a really good position to