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4cad4c26726b5a1ac7405114c9a684e4 | You mentioned the government orders in the spring, summer kind of inferred that you didn't see any kind of government orders in the fourth quarter. One, is that correct and was there anything exceptional on the pump side here in the fourth quarter. | That is correct. There was real no material government business really from August-September onward. Nothing we're very unusual in Q4 and pump business uptick, probably a bit due to acuity on some of the dedicated sets hard to triangulate exactly, and a little bit maybe accelerated had on expansion at a few customers b... | direct | [
"direct",
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"fully_evasive"
] | A |
2f4a6aa66f1c659c873a8ad23f684760 | Gross margin in the quarter to 39% was that negatively impacted by the plant shutdown. I'm just wondering, the impact of that. | Jayson. That's right. It was negative impact for Q4 and if you're comparing that to prior years, in prior years the shutdown was typically in the summer months.
We usually did it in June and it rolled in over the next two or three months of the summer quarter. If you went back on the scripts and with the pandemic kind... | intermediate | [
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e41fe8877c6fc3cd20cc4b6f11cd7ad7 | And I don't want to be greedy with the question, is there a basis point impact of that or is there a way quantify on the 39 [Phonetic]. | Probably around a percentage point, somewhere in that neighborhood. | direct | [
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26536084205ae2c5207070a0ae120821 | Now that you guys are a consolidated company, we are wondering whatâs sort of our priorities for free cash flow moving forward and also maybe just any potential you guys see for M&A specifically in the logistics base, maybe to add to that portfolio? | As we've indicated before, our first priority is to continue to pay down debt and achieve our leverage target of less than three times, so that's the first priority. We indicated when we announced simplification that we would intend to begin a common dividend in the first full quarter after Simplification is complete. ... | direct | [
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77a57f68103116a89d3de1494654a4ac | Today you mentioned that the SXCP bond indenture does, in fact have a requirement that a full 10-Q be filed later today. So will that basically be the reporting method going forward for SXCP, just a Q by itself and no real press release? | We plan on furnishing SXCP, stand-alone financial statements in accordance with the requirements of the indenture on our website later today. So you should look for full financials on the website later today. | intermediate | [
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f152ad1f96754dcdc4db30f5a3346ce0 | Real solid quarter on the Coke making side. I wanted to delve a little more into the logistics. And Fay you were talking about kind of changes in how the full year looked. I think what you said was you're now expecting 8 million tons of throughput, of which 1 million tons is non-coal. So that kind of ends up being 3 mi... | No, the take or pay levels are 10 million tons. So, that's kind of, you know, the base contracts on -- for our coal customers. So we're guiding right now to about 8 million tons of throughput. Inclusive, in that 8 million tons is 1 million tons of merchant volume, either aggregates or pet coke or other -- other -- othe... | direct | [
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c31d80ad82eff92deec7035aa0c40731 | Okay, sure. That's helpful. So that, I guess, the run rate year to date and your expectations for the back half of the year at current API 2 pricing would indicate that there's going to be another revenue shortfall in the third quarter that will be realized in the fourth quarter. Is that fair? | That's fair. | direct | [
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] | A |
bc137c637e0d0bc89ecba814e1ba92df | And then a last question is, there is some distressed companies in the coal sector right now, including one in Illinois Basin. Have you had any pushbacks or attempts to renegotiate or anything on your take or pays? And if you could help me out also, what are the terms of that for next year and beyond for the take or pa... | We fully expect our customers to perform their obligations under any contract, take or pay or otherwise that we have.
Yeah, and the contract as, you know, the expiration of those contracts isnât until 2022. And so the volume commitments are the same in 2020 as they are in 2019. | intermediate | [
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6b52f3a46d6b70518e7dc9bd7658bf00 | I wanted to ask kind of a higher, bigger picture question on the steel making, coke making side. Obviously, there's been a lot of talk about new EAS capacity coming online over the next few years. And Mike, I was curious kind of how do you think this may play out in terms of market share for blast furnaces? And also, h... | Well, Lucas, this is really a better question, I think, for the steel makers to answer. You read and concern ourselves with the same things you do with regard to capacity additions. You know, those are announced capacity additions. I believe SDI now has more recently confirmed the sighting of their 3 million ton facili... | intermediate | [
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9e704cab37598bf3d60d538dbd38c8ff | To follow up on one of the earlier questions, you now have more free cash flow to deploy. And with the backdrop from the prior question, kind of where does -- where do investments on the steel making side fit in that you kind of rank your priorities, logistics, steel making, maybe a new business line altogether?
Kind o... | We would rank them, on a variety of terms. Most importantly would be the risk adjusted return thatâs available to us for making an investment. So if I could make an investment in steel, which provided a risk adjusted return, that's higher than logistics, that's what we do. Quite similarly, if logistics was offering us ... | intermediate | [
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3e28cdb280fd884c2ac7f6f400733aa6 | If international thermal prices continue to remain at these depressed levels and you know, export coal continues fall off, how are you guys thinking about having to back fill or augment that volume and the EBITDA once those take or pays do expire at the end of 2022? | So as you know, we've been actively working on optimizing our CMT facility for, you know, over the last year or so. And Mike mentioned the addition of -- of a new contract to move pet coke through the facility. And so we've been we've been constantly kind of working at getting new -- new volume through the facility.
R... | intermediate | [
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c75b133395a55ed3da1e9337a7c8e4fe | Going back to April 2016, you guys sold some of your coke and coal assets to Revelation Energy, and I believe it's about $10.3 million to assume those mines and some reclamation liabilities, which were around $12 million. I guess, it's two questions around. Is Revelation Energy still producing and supplying coal to Jew... | So you're really testing my memory here, going all the way back to 2016. But I'll answer the reclamation liability. First, those reclamation liabilities are the responsibility of Revelation. That was part of the agreement when we divested of those assets. And then as far as coal supply, you know, we have the opportunit... | intermediate | [
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ae0c7af13a8dc9350a30ba7c9a9e0e2e | So is Revelation a part of that blend currently Fay or no then? And does it need to be, I guess, if something were to happen, if this comes my way? | You know, like I said, you know, we have--we have a variety of sources that we could procure from. And it doesn't necessarily need to be part of that coal blend in order for the facility to operate as intended. | intermediate | [
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e5e698af5c14adda8e491dea246791de | Would it be more costly to move to a different product? | You know, there's -- there's specifics about kind of coal and â and -- and transportation costs and -- and the right type of coal. And, you know, if you're talking specifically about Jewell, Jewell coal is really kind of earmarked towards a recovery of that coal prices earmarked towards what Haverhill coal -- coal is p... | intermediate | [
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55429adc037cc646512841854ab792f6 | Just a couple of questions if I may. The first one, really I guess on ICON and the disposition there. I think you mentioned, it won't have too much of an impact on the business going forward but it sounds like it's a pretty sizable revenue contributor given the fact that its impacting the disposition going forward. So ... | Let me first talk about ICON. ICON was very low margin business for sure and it was a very large business. We had purchased ICON in 2000 and it grew rather nicely for the first 10 or 15 years and then for the last several years, it's actually -- it hasn't declined, but it hasn't grown and you take a large number with n... | direct | [
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81b5381be6532e7ba879461619146ada | And John, just a follow-up if I may, on the overall environment. I think we've been I think most people can characterize it, while uneven and volatile, it's been a robust advertising recovery. Are you getting the sense you've got such great perspective with your relationship with advertisers, are you getting the sense ... | I think the delta variant is because of the headlines, it's somewhat an unknown and we can't predict illness. One of the things that gives me some comfort is that when you get past the headlines and you read the people that have been impacted, it's people who haven't been vaccinated, received only one shot of the two s... | intermediate | [
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5b28d64e303c17d63b1459c1ca358699 | Even coming into COVID, before COVID, you guys were talking about returning to GDP type of growth levels which typically was your norm up until a few years ago. I wonder if you could give us an update now given the divestitures, given the state of the market. I know it's very much in flux right now, but just where do y... | There's a couple of questions there, right. In terms of the first one, not changing my tune 25 years later. It's GDP plus all right and without the burden of a non-growth large entity, makes it more achievable than it was the last time I said it. It doesn't mean it's going to happen next week, but we do know the qualit... | intermediate | [
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c0ad2ed408841acaa555c5c5b7797772 | On your revenue by industry chart here, what areas, maybe the two areas John you are the most optimistic about as you think out here over the next year? | Well, there's a couple of areas that I'm very optimistic about. I'm optimistic about our Precision Marketing Group. Very optimistic about our media operations and some of the changes we made there. I am optimistic that our experiential business which has suffered dearly during COVID but has returned in places like Chin... | direct | [
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952f9f9d98707d9c4351eb85d4a56802 | And then, Phil, if I could ask on share buyback, I mean obviously your balance sheet is very strong here 0.4 net debt ratio. So it's good as it's been in many, many years. When should we start to expect share buybacks or would kick in, in a meaningful way so we could see the fully diluted share count number actually st... | I don't think you should expect much different in the second half of 2021 relative to what we've done in prior second half, Q3, Q4. I don't think we expect anything to dramatically change but I think if things progress as we expect and the business continues to grow and we don't have any setbacks from the outside that ... | direct | [
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e9837128bc64e559fd6b87b230387f86 | Coming back on Alexia's question on ICON, it looks like disposition are up 6 percentage point, 7 percentage point from your previous guidance. So ICON should have been $900 million of revenues in 2020 and if you assume being media fell a bit more than the overall business in 2020, say 25%, looks like it was about $1.2 ... | Sure. In terms of in terms of ICON, I think your ballpark for 2020 is certainly within the range in terms of size. I don't have a '19 number.
[Indecipherable].
Yeah, '19 is really kind of irrelevant at this point and as far as margins go I think, that's probably somewhat in the same neighborhood as well and when it c... | intermediate | [
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bf6f494a13a51a546cf502092086ccb4 | I wanted to ask about the commercial business. It looks like growth improved from last quarter, still below 20%, but I know there's a lot that you've been working on there, including the modularization of foundry and wanted to hear how that was resonating with customers. And then just the second part of the question wo... | Yeah, the commercial business is gaining more and more momentum. As we mentioned, it grew 72% in the U.S. So what we're seeing is where economies are opening, there's just incredible traction there. We've hired 50 sales folks in the last quarter. You're starting to see that translate through in terms of activity two an... | intermediate | [
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e0d5c9f736954de63979ac021060418a | On the government business, there's a lot of questions about the sustainable strength post-COVID. And what you're seeing, I think you said in the past that COVID has opened the door to many conversations, but there's a considerable amount of long tail of that. If you could just talk to what you're seeing as you look ou... | Thanks, Brent. That's absolutely right. There are a lot of things that got started as a result of COVID, but many of those things were not related to COVID response per se. It's really the fact that something had to be delivered, and it had to work in days, it showed many of the customers where their bespoke, custom-bu... | direct | [
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e9c9e0e071d06a49626c9c1a32b4e6e2 | I had a question on kind of the margin side of the equation. And how we should be thinking about expense growth throughout the remainder of the year. So maybe to you, David. You did close to over $150 million of free cash flow in Q1. You're guiding for that figure for the full year. How should we use that to sort of gu... | Absolutely, absolutely. So as you noted, we had a very strong quarter, 49% revenue growth, 44% adjusted free cash flow margin and 34% adjusted operating margin. There's nothing noteworthy to call out on the expense side. Top line being obviously a contributor there. Overall, super pleased with the results. It shows the... | intermediate | [
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2ec4f2028172a563aebc735738d9ca74 | I wanted to ask clearly, the confidence in the commercial revenue growth is high given the rep hiring that you guys are putting up. Can you talk about the divergence in pilots in the commercial sector versus the stated revenue growth? And when will those pilots convert to revenues? How visible is that conversion time l... | Yes. We're quite excited by the teeth at which our hires are being accomplished, the ramp that we're seeing for those tires. We're also seeing just a kind of aggregate flywheel acceleration where the ramps are getting faster, the activity, converting into revenue is getting faster. So generally I would agree like we ar... | intermediate | [
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e53263f1920d80250bd7eaf092b6c883 | Thank you. And I hope you're well Congrats on the results. So I remember you spoke to potentially enter the alcoholic segment the last time we were there at your headquarters in June last year. And since then, we have heard you're planning to launch a hard seltzer. So I understand that you have postponed some of these ... | Andrea, I think the issue is, there's been a lot of speculation about what we are going to do both in the nonalcoholic and alcoholic spaces. We are looking at a number of alternatives and opportunities. And we may well do something in both of those spaces and or one or the other, but we've not made any final decisions.... | intermediate | [
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72fcb44158b34888f1e3bdca124d0949 | Yeah, good afternoon, everyone.So I guess, kind of 1.5 questions. One question is on innovation. Just given how the resets have been kind of thrown off-kilter. I'm just and MAXX is now canceled. I'm just curious on how you're thinking about communicating new product ideas and how you think that flow will work as we kin... | Okay. So on the first question, we have a sales organization who, in the U.S., call on every single major customer. And that's how we go about presenting new product ideas on a one-to-one basis. So rest assured that innovation can be handled within the framework of our existing organization. Outside and in particular, ... | direct | [
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2c616720911503d7a8c75a2460eaa4a4 | Hey, good afternoon. Thanks for taking my question. Just wanted to ask on the July sales increase, Rodney, you mentioned that bottlers had taken down inventories pretty low in the second quarter. Just how should we look at that July increase, I guess, from an organic demand improvement standpoint versus bottlers may be... | I don't think we've really had a good read yet on where the bottlers have when they're going to sort of get their inventory levels back to previous or pre-COVID levels, if they do. I mean, people are obviously looking at managing their inventory levels as tightly as they can. And by taking things down, they may end up ... | intermediate | [
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c9d052cb455f99ad74105f34c6315f63 | Hey guys, good afternoon all as well. I guess, I'm curious on the U.S., I don't know how to diplomatically ask the question, but maybe if you could touch on the engagement of the Coke system, both in terms of selling your legacy products and the new products, the innovation, including the shelf space for those, obvious... | So Mark, remember, we're coming out of 100-year pandemic, and there's been the bottles have all been operating. And in some cases, the bottlers have been focused on selling the faster-selling items, I think, Rodney mentioned that earlier in the call, and they did not focus on the innovation and the SKUs that not don't ... | direct | [
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7a589806e2c81d5a4ac27cfb197eb32f | Hey, good morning everyone and thanks for the question. So last time we spoke, I mean, you mentioned that because of COVID-19, I mean, retailers, and specifically, the convenience store retailers then reset for most part, I mean, their shelves for the summer. There was a clear focus for you, I mean, to make sure that y... | Yes. A lot of the retailers are merchandised by the bottlers. So even though the space was allocated, they may not have got to merchandise the product at the start of the resets. So where we're at now, as I mentioned, Laurent, that our guys are back in the field, and they're working with the bottlers to ensure that all... | intermediate | [
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887b2f189280fd8948606b3d7fd72468 | You're seeing some good green shoots as you put out some good innovation on product, improving CX, inventory growing, etc. But it still sounds like maybe some hesitation for merchants and even some of those larger merchants you've worked with in the past, they're some traffic trends. What does it take to get merchants ... | So when you asked about all the changes we're making on the merchant side and your question related to what's going to take it -- what's going to need to happen for them to jump in. If you look at the numbers, our merchant are taking advantage of this at a steady clip. It's just going to take a matter of time, especial... | direct | [
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646b676220af18bece8fccab64a9ce7f | I didn't hear any mention of the $250 million EBITDA if you were to reach 80% of 2019 GP levels. Is that still one of the milestones you're aiming toward or is there maybe a change in strategy a bit here that you're going to lean in non-spend more, whether it's R&D to drive innovation or maybe on the marketing side to ... | Regarding the $250 million and 80% recovery, that was intended to illustrate the power of our financial model on a significantly reduced fixed cost structure. We have not provided guidance for 2022 at this stage, but it's something that we'll look to do on our fourth quarter earnings conference call. I think what I wou... | fully_evasive | [
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842db7ee65641adf0614646ae6e19c14 | It's been a year and a half since you took over as Interim CEO and I would say it was at the very beginning of the pandemic, I would say over the last year, the message and the strategy has been really as consistent as we've seen it from Groupon, the vision that you're laying out, the long-term strategy, and I think it... | So first off, as it relates to -- you're asking about like the strategy, the consistency and related to the CEO search. So no update -- new update on the CEO search. But what's most important here is that the Board, our team, they are all aligned behind the strategy. This is something that we are working on together an... | intermediate | [
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2261e512fe3d745237cbc691b02064ef | What are the that you're looking for to feel like you're being successful in the marketing efforts? And you've talked a lot about the brand strategy. Is there a performance campaign around this too to drive more traffic to the app and drive more consumers to the product? | Now for your question on marketing. This is, think about the arc of what we're doing. We said and told everybody that we are going to change our merchant value proposition to get more better supply. Then we said we had to start to change our customer discovery experience and we've now rolled out our CX. That customer d... | intermediate | [
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d2cd5f9521da94d44f73d7fc1517348f | I fully understand that $250 million at 80 was a guidance or intended to be guidance, but are you coming off of that view or should we no longer be thinking of if you get there that's the EBITDA level? | I think the point, you got to take away is that we've created a lot of leverage in our model and significantly higher flow through to EBITDA as the result of the significant reduction that we've made to our cost structure over the last year unchanged. So, I mean that's really I think the key takeaway there, where we ar... | intermediate | [
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32b92ab8b3381eaefedde43a42946da3 | Number one is just on the on the cadence of the gross profit and EBITDA. I guess so on first quarter, you kind of provided the cadence would be improving numbers quarter-on-quarter throughout the year. So, just as you highlighted on the the things to do issue, supply demand issues. So anything else that we need to read... | Yeah, I think there -- as you think about the drivers of our outlook, there is a couple of things that I I'd highlight as you look at kind of quarterly as inflows. So first, we did have a larger-than-expected impact from variable consideration in the second quarter. So we did have a $10 million benefit come through rel... | direct | [
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428cec156d9015e4e8c6d01e60fa8df1 | And number two would be on the goods business. You've kind of pointed out it's going to be close to 30% of 2019 levels. So how should we think about good business in the long-term? And how much are you putting forward in terms of marketing in terms of the goods business? | So as it relates to goods, the way to think about goods is pretty consistent with how we've talked about it. We have significantly reduced the cost structure of our goods business. Now winning for us is on the other side of winning in local and and so product now with the reduced cost structure in our goods business wi... | intermediate | [
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3ca07966caa9412a68c3812021d848a4 | Yes, good morning, and thank you for taking the questions. So, I just wanted to see if you guys can give me -- give us a better sense as to the magnitude of the timing shift for shipments, especially Fishing and Camping, if we could just start with that, that will be great. | Well, given the pandemic and the fact that we shut down, and a lot of the retailers shut down for some time frame, it certainly has shifted because our key month is usually April. And so, we can see that everything is shifted, but predicting whether it's going to continue or how long that's going to go is really hard t... | intermediate | [
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91511f4a2c4eb9c5e254ffbbf892101c | Sure, yeah. I understand that. Certainly there is a lot of unknowns with COVID. So, as you're seeing the strong demand beginning in May, just curious about the relationship between volume and pricing that you have seen. Obviously there is a great interest in people getting outdoors, but with the economy with high unemp... | I think what we're seeing is, interest is so high in outdoors that across the board, our consumers are buying our products and we haven't seen the impact of that as of now, and the innovation we have seems to be driving interest. So, right now, things are going as we would hope. | intermediate | [
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5772cf65775130591fa3bc43691f1ccc | Okay. And then, as far as any way for you guys to distinguish as far as the benefit from the stimulus checks that the government obviously has been very active, and it's trying to stimulate the economy. And do you think that's been much of a benefit or do you think your customer -- the end consumer is really not affect... | Well, that's hard to say. But certainly our demand is still there, and there is still -- I think, the desire to get outdoors has put a significant value on outdoor activity, and they are willing to spend. And certainly a stimulus check contributes to that. But knowing how much it has is really, that's something we don'... | intermediate | [
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5bab16e3a1a6788e40b9e17a860d8a63 | Okay, understood. And then -- and as far as with COVID, how should we think about the costs related to PPE or sanitation products whether -- as far as your productivity. I know you guys are working over time to keep up with the demand. But as far as your ability to maintain proper social distancing and so on, is that a... | Yeah. We've -- I mean, we've had some incremental costs due to COVID. It hasn't been material. But to your point two, we're dealing with capacity basically with social distancing and protocols we're putting in place with our factories. So that's a bit of a challenge. I think we are overcoming that each month and figuri... | direct | [
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7dba4ad40c7b5b65ebe0b3e0cac25edc | Okay. Do you foresee anything else or is that you accrue already kind of ahead of what you think -- was this an actual one or is it more of a project kind of accrual? | Yeah. It's an actual bankruptcy with a retailer. We accrue to what we think is reasonable. Having said that, I think we'll have to see how this plays out with our retailer base. It just kind of depends on how the economy goes. I think everyone is kind of hanging in there right now. We're in pretty good shape really wit... | direct | [
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725be1c2ba67fc518a1024d9abefebc7 | Got it, OK. And then, last question from me. So, the tax rate was a little bit light versus prior quarters. Just wondering what that was and how should we think about the tax rate? | Yeah. I mean, it varies in the quarter pretty significantly. But I think the year-to-date one is more of a fair comparison, which is comparable to last year. We took some benefit from some tax positions we had reserves. So, as we filed our paperwork this year, we were able to take some tax positions off the table. So -... | direct | [
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6ba2c506606d321be122f8f0d3fc5f35 | Hey, good morning. Thanks for taking my question. I was just wondering, drill down on the end market demand you're seeing. Could you give us any color as to the retail sales or sell-through that you're seeing, particularly in Fishing, Camping and Watercraft? | Well, what we can say is that we have significant demand. And so, our feeling is that the retailers are light on inventory, because they got orders in that we are trying to keep up with. So, I think the sell-through is pretty good. And I think it's more that there is more demand than there is supply at this point. | intermediate | [
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27b772d89c3408ee23b87c838224a520 | Okay. But you can't provide any specifics of you're talking like up 20% or maybe can you give us a sense of what kind of order growth that you experienced maybe in June or here in July? | Well, all I can say is that the demand is continuing in that. So, at this point, it's a good thing. But it was -- through the quarter, it was very good, and obviously our projection starting the quarter were not good, given what was going on. So we're very -- feeling very good about the growth in demand. But we just go... | intermediate | [
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67f5796d26df40d8c32b3eb8a1a72ce0 | Okay. It would seem like based on that demand and inventories being as low, it's what we are hearing from retailers that you could experience. If the productivity is at the plant, what you would like double-digit growth in the fourth quarter, which might bring the year flat year-over-year on a revenue standpoint. Is th... | I mean, right now, demand is strong. So, I mean, that's as far as we're going to go well on that. I mean, I think, we just kind of have to read the tea leaves. | fully_evasive | [
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40e8c4e47444a70f617f001fccb19c43 | Right. Okay. I understand. I mean, just trying to get us a little bit more color as it relates to the current interest. Just one last one then is, the Watercraft business obviously was up 18%, which you had some new products there. But it seemed a little bit less disrupted by the COVID relative to Fishing and Camping a... | Well, we pretty -- we feel that there is good demand across the board. I think the difference with Fishing and the Watercraft is that Camping was a little delayed because the parks were not open right away. And so that waterways were more open and accessible. And I do think in our [Indecipherable] product launch at bot... | direct | [
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dae9b6907ad35550552183614a04b1c8 | Hey, good afternoon, guys, thanks for taking my questions here. Maybe, I guess, either Rex or Robb, can you -- the NOG bookings in the quarter for -- basically $1.2 billion, can you just remind us what's included in there? And then as part of that booking, what was sort of contemplated for inflation and sort of hedging... | Yeah, Michael, let me start with that one, maybe flip it over to Robb for a little bit on the materials inflation aspects. That was an order that related to the prior pricing agreement, which, as you know, had four Virginias and now Colombia in it. So, we have some growth coming out of nuclear operations this year with... | intermediate | [
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a3a694795b26482054b91cf663f19731 | Got it. Got it. That makes sense. And then just shifting gears on the FDA submission to the Tech-99. I know you guys laid out more of a detailed road map at the Investor Day. But I guess, seemingly, the submission has probably slipped here, I think you said by end of first quarter, I mean, it seemingly slipped a good c... | No, I feel really good about where we are, Michael. A few quarters ago, I said that we would expect to submit it by around the end of the year. I was deliberately hedging a little bit in my language because we were experiencing COVID things and supplier issues and in particular, we're having trouble getting tech in fro... | direct | [
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039182195c90260cc39d0cf3d15427ab | Good afternoon. Thanks for taking my questions. I wanted to pick up just on the last comments on the FDA submission timeline. We are really excited to hear about the hot chemistry running and that kind of stuff. So, you mentioned you're seeking priority review from the FDA. Could you remind us what that means and then ... | Yeah, sure. So, I'd say there's a couple of answers to that, Bob. One is we've had a series of meetings with the FDA to update them on our progress and on our approach. And so, they have visibility all along as we go through this development, including this Type B meeting that I referred to in the script.
And so, they... | direct | [
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34596103ee611d7703fbfb709819e154 | OK. That's very exciting. And then I think you may have touched on this at the Analyst Day, but I figure I just asked in this context as well. Obviously, a lot of time is passing originally thought you would be submitting. We're getting very close to the submission finish line, which is exciting. Can you talk about how... | Yeah. Sure, Bob. I'll try to do that. So, there are other competitors that are developing molly for commercialization. SHINE is a name that you hear a lot, SHINE's in a different place in the value chain than we are. They're delivering the molly itself, we moved up the value chain and are delivering the generator produ... | direct | [
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af34b677eb5979eb80fe6d0aa8e4afe4 | Hi, guys. Good morning and congratulations on the quarter. A couple of questions. I mean first, on David's comments to anybody. Dividends picked up, obviously, in 2020. Is it identifiable how much of that was maybe, for lack of better terms, spillover from 2020 because businesses maybe did better than they expected ear... | Yeah, Robert. What I would say on the question about the dividends is as we identified in our comments and in our press release, there was one large dividend from a company that was related to an exit of our investment there that we would clearly say is nonrecurring since we exited that investment. But I think the othe... | intermediate | [
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4cba4c9092217e624488f4f7295ab4f3 | Got it. Got it. Appreciate it. And then on the comment, the low middle market pipeline about average, is it another identifiable question? I mean there's the potential for tax changes, which you also mentioned in the prepared remarks. And historically, that does tend to drive greater activity. Is that all already showi... | Yeah, Robert, what I would say on that question is when you look at the current pipeline, I would say that we don't think there's a lot of tax-related planning that's included in that pipeline. The current pipeline, as we said in our comments, includes a number of follow-on investment opportunities in existing companie... | direct | [
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c578ea4d4b004973111a784c2b5bf351 | Got it. Great. One more, if I can. On DNII, I mean, I appreciate the guidance you gave. Dwayne, you gave comments about eventual growth of the monthly dividend. I mean is there a rule of thumb on -- does DNII have to not only consistently exceed the dividend? But is there a margin you'd like to see before dividend incr... | Yeah, Robert, I would say it's the latter. It's more -- it's having a really high level of confidence about the sustainability of the DNII levels. I think we feel really good about the DNII that we've produced in Q4 and Q1. But as we said earlier, it does include some volatility, specifically on the dividend income sid... | direct | [
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319ac5e436d11e80ca84fb0ca0c91088 | I just start with a little bit of drill down on COVID impact, everything you said about patients and sites obviously makes a lot of sense what's going on in the world today. But in your prepared remarks, Chip, you talked a little bit about the primary problem kind of being patients showing up for sites. And then in the... | Thanks for the question, Chad. I mean you are spot on. The two main issues that we are seeing is really the patient reluctance to participate in clinical trial, which actually may require more frequent visits to the hospital, right, than they would like to during COVID time. And the second one is really the availabilit... | intermediate | [
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328a656e2b824849f2f3c2309f356af4 | So it's really interesting that -- especially when we hear about your ASH data and you talk about justifying OS as the OS benefit that you've seen, and I get it, it's single-arm, so that maybe the justification comes with kind of validating it in that context. But with things like spleen volume and symptom scores, in o... | I'll take the first part, and then I think Aleksandra, again, would like to probably comment on this. I don't think we feel that there's any need to justify the OS benefit. I think it's plain and simple and incredibly obvious. I think we make the point and perhaps our continued commentary on this could be taken the wro... | direct | [
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fdef0d3363ab0fcdb7a56ed2a0e505ac | Can you provide any color on feedback that you've received from your initial marketing research and outreach efforts? How either our MDS versus MF physicians and patients for new treatment options? And how they reacted to in the imetelstat's profile? | Right. Well, I'm going to let Aleksandra talk about the individual physicians that we've spoken to. We've done market research, and we're in the process of planning for additional market researches here that will really drive into those points, Justin. But I think that the benefits of MDS -- in MDS are really quite evi... | direct | [
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71bc8bd32aeb26d2b983aa35b86cbc0f | Maybe just a quick follow-up to that. So one, could you maybe quickly just remind us of how many of the low-risk MDS patients RS+ positive versus RS-? And do you think that there could be potential for patients to use luspatercept and imetelstat in sequence if they fail therapy with one or the other? | So typically, the numbers for RS+ patients in the literature range anywhere from 10to 25%, right? It depends which paper you take, right? So let's say most, it's a quarter of the patients are RS+, right? So major -- a lot of the patients are RS-. And again, as we've spoken multiple times, we work across both post subsi... | intermediate | [
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deb91f81e6cd20d91072b63d44a41013 | So maybe just with respect to the IMpactMF guidance. So I'm just kind of curious as to there's obviously a lot of competitive happenings within the space. And I'm just kind of curious as to how the guidance if at all contemplates the competitive environment in terms of competition for some of these post-RUX patients? I... | Yes. That's a great question, Steve. I mean just since we announced the study, there had been three new trials -- phase three trials in MS, right, that had been started. So competition is really high. For us, at this moment, it's difficult to give a very precise guideline. But as you can imagine, we have conducted a st... | direct | [
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2938bb9de63c41f6ff364deaf5b33c89 | And then, maybe just going back to IMerge for a minute. And Chip, you had made the comment with respect to luspatercept availability potentially impacting patient enrollment into the study. So is there a scenario whereby IMerge maybe ends up representing kind of over enrichment of RS- patients? And do you think that th... | Yes. So I'll start with the last one, Steve. I mean we have no insight into what type of patients are being enrolled in the study because it's a double-blind, placebo-controlled study, right? So it's very difficult to -- not very difficult, it's impossible to comment or to know what patients are enrolled. Now, your fir... | direct | [
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c01853b2bb18cfb379cb77c5780663e5 | You kind of just talked about my question, but you see no reason to stratify for RS+ versus RS-. Kind of Chip to your point that these patients either physicians would know are going to get almost nothing out of luspatercept or probably did get almost nothing out of luspatercept. Is that accurate? And you just don't th... | I think the question, if I understand it, Tom, is whether we're stratifying in the analysis for RS+ versus RS-, and stratification, in this case, usually, would mean if you were stratifying in the randomization. We're not stratifying at least in the randomization. Will we look at the effects of the subtypes? Absolutely... | direct | [
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afd5288983618e7f2bc9073efe74a7e7 | And then, there's kind of an interesting comment about a reasonable R&D build going forward. Is -- are you still looking -- looking for a way forward in AML? Is that still on the table? Are you looking for a subgroup that makes a lot of sense? Or am I misreading the -- | Yes. No. I mean let's just say this. I don't know that the R&D build necessarily reflects that. But what it does reflect is a maturing development organization for a drug that's going to be on the market and however many years. And one that we think has a very unique mechanism of action as well and has properties and c... | intermediate | [
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0cddd6aa196bc5908088a947e2a6de37 | Great. Well, yeah, I guess, first question is around the dividend, right? So in the fourth quarter of '19, the first quarter of '20, you paid dividends above, I guess, 70% of net income. Now for the second quarter, you reduced this to 50%. I think you mentioned part of it is because of the $60 million paid down back in... | No, this is the entire reason for it. So if you add that on top, I guess, you will get to $0.80 dividend, which I guess, is probably what you assumed. | direct | [
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3e1ab68f4f56061360fc812d3563a255 | If you include the Hemen $60 million, that was you're referring to? | Yeah. So that's the entire reason for that, the dividend is 50%. | direct | [
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9fbad57aed839379aabf89cf5e292abf | OK. And then going forward, is a 50% net income a fair assumption? | Going forward, it's standard normal that we have in a way. It's not changed at all in a way. We just -- this quarter opted to repay the facility with $30 million, which is $60 million, [Inaudible], which is $0.30 per share. That's for [Inaudible] this quarter. | intermediate | [
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ae682d4fbadd043bcce32dbdf5c25bc8 | Do you expect to repay the remainder of that here in the third quarter? | No, we don't know yet. We haven't really decided what to do with the remaining part of it in a way. It might be -- It might be that we can extend the facility, it might be that we'll repay it, we'll have to see. | direct | [
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32ea9e07eda8feb89cafe94970b9a686 | OK. And then I guess, last question around your scrubbers. You know, what's the status of those scrubber installations? I know you postponed a few, I think it was four. Any expectations on when those will be installed or kind of your plans going forward on remaining scrubbers? | So -- so, Randy, we've done that. We've got a couple of being installed as we speak, but the four that we postponed, we've not done anything further with. So what we'll do is that when these ships that was supposed to have the scrubbers installed, when they dry dock over the next coming quarters, then, we will prepare ... | direct | [
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e6ed2ee4c6b5812189e2fe69b3c76838 | Thank you. Good afternoon, Inger and Robert. A couple of quick clarification questions first. You know, I think we're always here where the quarter-to-date bookings look very elevated, basically because of the load to discharge accounting. I know you guys really try to flush out the differences here. So maybe a way to ... | So, it all depends, obviously, whether we fix the loading dates at the end of September or early October, that's what's going to determine. So it's -- but there's nothing -- to answer the second part of your question, there's nothing specific, there's nothing special. But what I would say about the earnings, it's impor... | intermediate | [
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9eba479b06de378c8509f55c1d3751e1 | OK. And then just another clarification, Robert. I think you said that the long-term contracts are not included in the quarter-to-date rates. In the press release, it says the short-term charters are included in the forecast. So what is between the long-term and the short-term? I guess, you have two that are nine and a... | Yeah, correct. So -- so basically, after the six-month charters, which are basically six months plus minus one, so it's a minimum period of five months. So those deals that we consider spot in the numbers and anything above, which then starts in the eight month deals and it's -- we have a couple of one year deals and w... | direct | [
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21b2cacdfcb8daa5dd908989e0c81d66 | Got it. And then also, I noticed in the disclosures that you have seven ships chartered to affiliates of Hemen. I'm assuming those are the seven that you did in the second quarter. Just curious, is there any options associated with those? Or are those kind of strict on the uh -- on the timing? | There are no options at that. | direct | [
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1541e30a25fc763019044841fcd6567c | OK. Final question, Robert, is I think you've laid out a very balanced second half of the year outlook for the market. And clearly, given the start to third quarter, you will be cash flow positive and Inger has kind of laid out the dividend strategy. When you think about the cash going forward, do you think this period... | We're pretty happy with the -- with the size. We're very happy with the age. As I said in the intro, we -- the company's in a very good shape. But -- so I don't think we need to do anything. It's -- if opportunity come up, for example, something like the Trafigura deal we did, which we quite liked, then, maybe. But bas... | direct | [
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e5157cae0bf6b58282bdb8347e175a15 | Hi, good afternoon, Robert and Inger. How are you? | Good afternoon, we're fine. Thanks, how about you? | direct | [
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4266a1d91dc6556222ae8d63687e5c17 | Good, good. Thanks. I kind of wanted to just touch on the cash breakeven levels again. On Slide 6, I know Jon asked this earlier, too, but I guess, I'm asking it from a slightly different angle. So on Slide 6, the cash breakeven levels of like $19,000 on a fleet average. In the press release it says that the charter co... | No. I mean, the cash breakeven rates that we disclosed are the total cost that our fleet has divided by the different number of days for each segment and then shown on a gross basis. If you have contract coverage, above the breakeven rate, that would, obviously, take down the cash breakeven rate for the spot vessels. S... | direct | [
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6ef136162a3534443a1535f27f7d3cff | OK. All right. I just wanted to clarify. Thanks. And I kind of wanted to just ask about your investment in Clean Marine. I guess when the investment was made back in October of '19, I guess, it seemed like it would be a smart hedge for IMO 2020 in scrubbers in general. And fast forward, you know, 10, 11 months now, COV... | We will see how they -- how this develops. We're now -- we own about 17% and the company uh -- the company has a production facility, which is owned in Indonesia, it's got its stocks and so forth. And we have -- we only -- our investment is now -- we only have a very small loan to the company. So we don't really have a... | intermediate | [
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3d718e31cbafc1db57ff44cc336c5a73 | Right. I see, OK. Makes sense. And -- and last question. Just given the news about the voluntary cuts from several key OPEC members, the congestion that's happening around Chinese ports, and Hurricane Laura in the U.S. Gulf. I'm just curious in terms of how you guys choosing to position your fleet in the near-term? | What we're doing now is that it's an extremely difficult market to predict and that is the easy obvious thing to say because it's -- I've been doing this for a few years and my sort of gut feel is that we are going toward a more normal market. We're well, well down on volumes, as we know. It looks from the last patch t... | direct | [
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809cd8d633d03582136b220153ca3d7f | Thanks for taking my questions. | Hi, J. How are you doing? | fully_evasive | [
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8ec62030cdbf8692165d5b74fdc78d9c | Hi, doing excellent. Thanks. So first of all, congrats on a good quarter. As we're looking toward the shifting interest rate environment, I know you've done a few swaps and hedges in the past on some of your debt profiles. I know you also have a new debt profile coming up with the new builds. Is there any plans to expa... | Uh, so we do have entered into quite a lot of the interest rate hedges now recently. So I guess, at the moment, we have no further plans for entering into even further interest rate interest. But also we had on -- we have $550 million of hedges now at the moment. And also as short as an additional portion of about $100... | direct | [
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96b192aa2cabd05b9f4d984e146ba935 | OK. Makes sense. Yeah. I was tracking, you had about one-third or so hedged. I was wondering if that -- those plans have changed. You know, Jon asked earlier about kind of your cash plans and if you looked at maybe expanding or new builds or second hands or anything like that. Sort of a related question, Frontline carr... | No, there are opportunities. And as you say, we have the pricing. We're well below where the premium we normally are at and that premium is there for the obvious reasons. We do -- do have a main shareholder who remains hugely supportive and that will remain so. But in terms of consolidation, yes, we are a potential con... | direct | [
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8fe372dd037795db14fcd70bdba3b4ed | Excellent. Excellent. You'll have to forgive me for this one, Robert, the parting question here, but you know, we talked back in April and you had kind of a fun bet gamble about if rates would come back down, unsurprisingly, that you'd be walking across Norway. So I just wanted to check in on that and see when the trip... | I'd tell you what, you would probably enjoy the walk. Of course, It's a beautiful walk. As long as you start from the East side and then walk toward my home town and it's the right -- you're going the right way. But J, we have actually settled the bet, so it ends up being a -- being a dinner. And -- but I must say, wit... | direct | [
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399a7a1e5f66b78fee6de84c64a625fa | Hello, Robert and Inger. The -- hey, I'm calling from Pittsburgh, which is the home of the steel industry that a good Scotsman named Andrew Carnegie had made famous. And I was curious, what effect does scrap steel rates have on the retirement of vessels? | Interesting question. And the fact is, yes, yes it does. And to give you an example, so our larger ships. So by the way, our older ship now is 2009, so we don't have really any candidates. But uh, if you look at that market, as I mentioned in the introduction, there are a growing number of older ships, and looking at t... | direct | [
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81762d544be8c95c636901a190fac59d | Well, maybe you could talk some shipbuilders into offering bonuses to the scrappers to tie in a sale of the new vessel to scrapping a ship. | Yeah. That could be a way of doing it or combining making a pool of all the old ships and get the balance back quicker that way. | intermediate | [
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fc27158fe32c4b8fac184418c371a95a | Hey, guys, good afternoon. This is Griffin on for Brian. Thanks for taking my questions here. Just first on the Manta, AZOVA partnerships. Can you give us a sense of the size of those and maybe in dollar terms or volumes? Are there any committed volumes moving forward? And then just more broadly on partnerships like th... | Yes. I would say, Griffin, that we won't get into necessary specifics around those partnerships. But I think that they're fairly representative of a lot of the deals that we're seeing today. Kevin and his team have done a great job of bringing in a lot of contracts that have durability, forecasted volumes, I would say,... | intermediate | [
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b42eb03ced67be0db25feace128f0a0d | Got it. That's helpful. Thank you. And then just on the manufacturing ramp, I heard the comment reaching full capacity in the first half of '22. Can you just give us a sense of your current capacity in relation to that $1 million per month? | Yes. So, Griffin, we're in the single-digit -- we're in hundreds of thousands of units at this point, and we're looking at a fairly linear trajectory up to the million. Yes. I might catch one through a little bit of color there that we kicked off the Dominican Republic facility here in the Q2 time frame. We're just pro... | direct | [
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ef425f5878bc21f6f699a4432b361264 | OK. And then the decision to pull the online distribution channel. First, is it fair to say that current demand is exceeding supply? And then if you could quantify that, any sense of just how much demand is outstripping current supply? | Well, I would say that demand is robust right now. We made the decision -- we didn't want to partially fulfill that channel, and we had larger commercial orders that we decided to prioritize. So we felt that that was the prudent move to make, especially considering that those distributors have a better opportunity to m... | intermediate | [
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ea8ff65b79a3b3b8013d414345410b4c | Hi. This is John on for Derik. That's a very interesting agreement you guys struck. I wanted to ask about how much volume you guys are getting from the Olympics deal. And more generally, could you break out the OTC of the new channel versus the app home volumes? Thank you. | Yes. We won't necessarily speak about the specifics around our deal with Manta. It's more to be illustrated by the type of arrangements that were -- deals that we're striking today. Most definitely getting the OTC indication had a fairly dramatic impact on our demand, as you can imagine, as once we receive the OTC indi... | intermediate | [
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218a03fc2d5f5f258047f44ee7fe8ff0 | Gotcha. Gotcha. That's helpful. And in terms of the competitive landscape, could you provide an update as you and others pushed into the at-home market? | Yes. So it's a very -- I mean, compliments to them on the very nice product. This is a very different product that we have. In that, there's no instrument -- additional instrument required. The instrument is effectively built into our test at very low cost. And what that does is it makes the Lucira Test extremely easy ... | direct | [
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9fabf7422311879ddb6d71cdec95c596 | Just a quick one for me. In terms of -- you guys are bringing back the online sales through Amazon and through your own website. I know you touched on this a little bit, maybe help us understand what the demand, I guess, exactly looks like in the past? And then how do you kind of expect that to be a contributor looking... | Maybe I'll just comment qualitatively and then turn it over to Dan. But we intend to bring back online ordering in the second half of the year, whether that's on Amazon or on our website or both to be determined. But, Dan, I don't know if you want to -- Yes. I mean, we see the business as primarily B2B going forward. O... | intermediate | [
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768c8b500345e1ad269ba04644194c80 | Got it. OK. I appreciate that. And then I guess maybe just one more. In terms of manufacturing, and maybe you could just provide a little bit more color on what's happening and what needs to happen between now and then to get to that optimal point for the manufacturing capacity? | Absolutely. We're delighted, by the way, with the partnership with Jabil. That was the right partnership for Lucira. And it's a working relationship collaboratively, particularly -- well, both in Michigan, where we started and had impressive start-up work, and then later in the Dominican Republic with a great team in t... | intermediate | [
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4b15a4534a035978a87ad5784a4816e7 | Hey, thanks for getting me back in. I know you guys mentioned the sequential growth in the revenues for the rest of the year, but I was wondering what the outlook for the COVID testing looks like from what you see for 2022. | I mean, we're not necessarily going -- talking about 2022 right now, but we see robust demand, and we see the majority of the world not being inoculated, being impacted by variance, and testing becoming more and more important every day. So although COVID's [Inaudible], we're optimistic, and we see that we don't see an... | intermediate | [
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99b188be682ece58cbc3ef7263cf865e | I was wondering if you're seeing the same amount of refractory/relapsed patients that you had originally assumed? And then what is the screen failure rate, drop-out rate? Any color would be helpful. | The Phase 3 trial, we are enrolling a population that is a high-risk population, including both the refractory and the relapse group. We are in the context that this trial, seeing a population that is similarly high risk to the Phase 2 trial. We did refine the eligibility criteria for this trial, slightly, in order to ... | intermediate | [
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53d059b10953c67d2ac7881ace678996 | Did you guys see any side effects in healthy volunteer study in your Phase 1 for sickle cell? Like increased white blood cells, which might have gotten missed in the Phase 2 because of its small size. Should we watch out for something mechanistically in the Phase 3 data readout? | The Phase 1 studies in sickle cell disease demonstrated a safe profile -- benign profile for rivipansel. There were some biomarkers of activity that were recognized in healthy volunteer studies, and then further assessed and observed in the early studies in patients, that -- those have been very consistent throughout a... | direct | [
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ad52cc60a9164ba3b3aec03f08045d34 | Rachel, just on data readouts for the next year or so. Are there any ISTs that we should be looking at and thinking about that could potentially have data over the next 12 months? | We haven't disclosed any ISTs. I will say that we are current -- we are continuing to look for additional opportunities for expanding the use of uproleselan. And we will share those with you as they become -- as they advance, but we've not announced any current ISTs. | direct | [
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"fully_evasive"
] | A |
48f40ca3ce8100f720319edbc0e9f2b6 | And then, Rachel, just your thoughts on the potential impact from Novartis' crizanlizumab on the uptake of -- or potential use of rivipansel. Any thoughts around that would be appreciated. | Yes. I'll make -- I have two comments about crizanlizumab. One is that, first of all, I think it's worth noting that it is also a selectin antagonist. And actually, the selectins, I believe, are the only target in sickle cell disease, where there are multiple clinical trials that have been randomized and controlled. An... | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
dc6eff350bfe4686aab86068148832fd | Rachel, I know you said you're coordinating plans around disclosure of the rivipansel data. Just curious when you last communicated with your counterparts, how much is Pfizer and how much of a heads up you're expecting before the results are released? And also, we've been getting a lot of questions from investors about... | Sure. Sure. Yes, as far as communication with Pfizer, I would say, it's the normal type of communication you'd expect between partners in a situation like this, and we expect to be coordinated. And things are proceeding with an open communication channel, again, as I would say, in the normal course of things as you mig... | intermediate | [
"direct",
"intermediate",
"fully_evasive"
] | B |
eabafe67f6e712f33ff838877124b6d6 | Maybe for Rachel, just curious if it's your expectation that if rivipansel does succeed its Phase 3, if it would receive a genotype-specific label? And if so, how that may impact utilization among some of the other genotype patients are responsible for I think about 20% to 30% of some of the crisis? | Yes. Actually, no, we don't expect there could be any limitation by genotype. | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
0016b2638eaaa94399f910398422dd24 | OK. And can you just remind us what the current DRG payment is for sickle cell patient in crisis? | Actually, I don't know what the current DRG payment is. As you know, Pfizer is commercializing the drug, and so they're in the process of handling all of the reimbursement issues. I do know they are actively engaged as you'd expect they would be, around all of the issues associated with marketing, launch and reimbursem... | fully_evasive | [
"direct",
"intermediate",
"fully_evasive"
] | C |
d10b7582225ccba757504186577f0297 | OK. And then, I guess, you've introduced 1687 to us at ASH. Just curious how far away from the clinic is that asset? And do you actually move that into a Phase 1 prior to a Phase 3 AML readout? | Yes, we could, actually. And in fact, we're continuing to advance that. And we've not given specific guidance as to when we're going to take that into the clinic but we are continuing to work toward that objective. And we do think that could go into the clinic prior to the Phase 3 readout. That actually is -- I didn't ... | intermediate | [
"direct",
"intermediate",
"fully_evasive"
] | B |
a306927ed2cdafc6e115f686bc7f19cc | And then just one last clarification question. So in the Phase 3 AML study, I know you're allowing for consolidation with uproleselan. Is -- are the number of cycles a patient can receive in consolidation capped? Is it 3? | Yes. Consolidation is often given for one, two, sometimes three cycles in standard therapy, especially in patients who are eligible for transplants to get them to the point of readiness for transplant. In the protocol, we do allow up to three cycles of the consolidation. It's not expected that patients would necessaril... | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
4f51fc77a1ebd5ca1f85564e376c73d9 | Just on the rivipansel Phase 3, Rachel. How much data are we going to expect to receive from the top-line press release that -- when Pfizer announces that data? | So I think you can expect to see something fairly similar to what companies typically do in the situation, which would be some kind of meaningful information around the top line and some comment that further details would be available at a scientific meeting or in a publication. So I think you can expect something fair... | intermediate | [
"direct",
"intermediate",
"fully_evasive"
] | B |
cffa8fe1af14e9f05a3341036772be18 | Got it. And then, I guess, just on the Phase 3 analysis. Is it going to be based on ITT or is there just going to be a modified ITT on the primary endpoint? | So I can't describe right now what exactly will be disclosed initially. And I don't know if Helen can say more about that, but we're going to -- I think the initial disclosure would be fairly high level. Yes, and I don't think we can answer that specifically, but I could say that, generally, a pivotal trial would be ba... | fully_evasive | [
"direct",
"intermediate",
"fully_evasive"
] | C |
0715f1483197976c412ab010f8fdd776 | Got it. And then, on 1359, what type of patients are you enrolling in terms of breast cancer study? Can you just give us -- provide more detail on that trial? | So that study is assessing for proof of mechanism. And for pharmacodynamic markers, for that, we are enrolling -- we'll be enrolling patients with breast cancer and with bone metastasis -- stable bone metastasis, in order to assess the impact of antagonism of E-selectin and CXCR4 on the disease, including on the bony m... | direct | [
"direct",
"intermediate",
"fully_evasive"
] | A |
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