michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, good morning. Congratulations on a very nice year. I guess, on the wholesale front, I'm curious if you feel like there's still opportunity for shelf space gains or new doors in 2021 or even, I guess, adding Jibbitz to more wholesale doors? And then just in terms of the door growth in fourth quarter, was that impactful or significant in terms of the wholesale growth? Or did that mainly come from sell-ins in existing doors?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hi, Patricia, thanks for the question. It's early days with the launch of fresh cracked eggs. The data or the update that I shared was the information we had at this point with the -- which is encouraging with the progress we're making. I think we've seen higher frequency through our digital channels of loyal guests that that are coming back and adding a chicken sandwich I'm sorry chicken sandwich. I always have that in my mind. But a breakfast sandwich at Tims maybe eventually a breakfast sandwich with chicken as well.
But anyhow, we've seen our digital data and loyalty data confirm that we're seeing we have higher frequency from loyal guests coming in and adding a breakfast sandwich. So we think there's new customers coming in early days. And we're seeing more frequency from existing customers. And that gives us confidence and encouragement that we were on the right path in terms of developing a really high quality offering for breakfast at Tims. It's really just the beginning of the journey.
We've started to add the fresh cracked egg to bagels, and we think there's other opportunities as well to introduce that in another product. So we're excited about the progress, excited about the start with it and looking forward to continuing to drive more customers into Tims for breakfast and for other dayparts as well.
Thanks so much for the question.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
There's definitely more interest on the time charter front. So that's for real and I think that's a reflection of where it is being in as traders or real end-users. So they would like to have ships or their needs need to have ships and this is I think is simply a reflection or their view of the market and they expect that activity that they will have. So that's definitely happening.
So I think that's sort of a leading indicator if you like. The overhang of ships has reduced quite dramatically these last few months after all started to add barrels. So this means that the charters are now entering the market at a more sort of normal pace trying to fix ships. I think they're there -- they took their own sweet time when the overhang was much greater so there is a change in all this dynamic.
But my point is that is not going to grow rapidly, but it is happening steadily and measured and eventually. So you come to the tipping point when you can we'll get some more traction on on on on rates.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. We still produced a record production. And it's not like we cheated and pushed it all into beginning of Q4.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Let me just comment, and I'll flip it over to Peter here for any additional color. You're right to portray the focus that we had at BMC being very strong. But I would highlight what Peter said earlier, even in the BMC legacy footprint, it was a very targeted approach to multi-family and key markets in the South, a little bit up in the East and somewhat out in California and the West Coast. It was not broad-based. And I think that our targeted market focus is exactly why we had such success. We knew where those markets were going to be strong for some period of time, and that's where we had the capability. And our team was just fantastic at driving growth.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay. Thank you, James. This is Jean-Paul. I'll start with the launch question, and one might [Indecipherable] on that, and then we'll have Malte address the backbone and the Xencor question. On the launch, James, a couple of factors here. First, DLBCL is a tough disease. Patients need treatment rapidly. They can't wait. And they need a solution pretty quickly. However, we have observed that the patient visits have decreased by around 10% because of COVID. And in this context, we were very pleased with the feedback that we got from the HCP all along since the launch on our regimen, on the strength of the regimen, the efficacy and durability, the convenience, the safety profile.
And our challenge is basically to continue to educate HCPs that we've been engaging with, but probably not at the level that we wanted with COVID. And we see an opportunity in the next couple of months, while things reopen with increasing vaccination and other favorable measures that we will be able to engage at a higher rate and basically engage and talk on what we think is exciting data like our new long-term data, three years data that we'll be presenting at some conferences, as I alluded to. So we are optimistic in the near term, but understanding that we have not been able to operate at the rate we wanted. So that's the point I'd like to make here. Now maybe Malte on the backbone and on the Xencor questions, please.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think that that for us right now, it's simply about getting the right semiconductor supply in the second quarter. And as that stabilizes, we'll see builds increase. And that's how we're thinking about it, good order book, good backlog, great production teams done a good job able to raise production in the first quarter over the fourth and we think that that's kind of the trend for the year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, a lot of the cash we have a fair chunk of the cash on the balance sheet today that's international and not really easy to deploy toward the deal. So we work that separately to kind of get that cash back, but it's not available today as we close on those deals. So you'll see most of that going on the debt side.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So if you look at the change from our guidance last quarter to the change this quarter, kind of at the midpoint. So from total EBITDA of $170 million at the end of last quarter down to $162.5 million, embedded in that is about a little over $7 million -- $7.5 million of incentive comp favorability. Just as the results have come down, the financial component of our incentive comp programs, which is the majority of it, obviously come down commensurately with it.
So it's about $7 million, $7.5 million in terms of the change from last quarter's guidance to the current guidance.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Operator, we are ready for the next question.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, thank you.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you everyone for joining us. I'll start by expressing my deepest gratitude to all of our staff, and our distributors around the world, who continue to just exceed expectations, they were all working extraordinarily hard, as you all know under some extraordinary circumstances, on a country-to-country basis. We're very pleased with the results, as you've heard.
I want to acknowledge that -- speaking of the pandemic here, that while there's encouraging news in many countries, vaccination rates for example in the U.S. are extraordinarily high, and many countries are doing quite well in the fight against the pandemic. I just want to point out that there are still many countries around the world that are struggling. India, for example, where a humanitarian crisis is just on fire, even as we speak. It's devastating to individuals, to families, to communities, and I just -- I think it's important that I close by saying, that our thoughts and our prayers are with everyone, as they work hard to provide for their communities and for their families. The company is looking to see, how we might help by partnering with not-for-profits around the world and where there are hot spots, we believe that the company has a role to play as well. So we're looking forward to future announcements in that regard.
So with that I'd like to thank everyone for joining us. I'll turn this back to Eric.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. No. We feel great about it. It's one of the hallmarks of WEX, and our go-to-market approach in the past has been the fact that we do business with some really great partners, and we also go into the marketplace directly.
And the relationship with Avid are, obviously, we're really excited about that. They're a great brand. They'll be a great partner. We're going to work as the issuer, the processor and virtual card provider.
And part of the -- what we feel is compelling that we've brought into the marketplace is the ability to bridge all of the pieces together and to do it with modern technology. The process and capability that we have that we developed -- that we really developed, primarily first in-house, we did it to make sure that we were scaling the cost structure across our corporate payments and travel business. But what we developed, which was cloud based, highly reliable, is an important part of the proposition that we have in the marketplace right now. But it's just one component.
And so as we are in the market talking to prospective customers and partners, it's really the breadth that we can combine the different pieces of what we're doing for -- maybe for one fintech or doing one individual component. But when you bring it all together, it's pretty compelling. And again, we're super excited about that. We -- I should mention that we expect revenue to ramp toward the second half of the year, so more in Q4.
And it's going to take a little bit of time because we go through the implementation process.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I don't think we segment that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Neil, you got the numbers perfectly, and that's why we stated what we had stated. And it's all -- you got to realize the strip is in a $10 backwardation. So if you take the current strip today and go out through 2026, it's 10 years. So you can imagine what the free cash flow is, if you just march the current price forward through 2026, the number significantly increases. So it is an extreme backwardation, even with the $23 billion. But your calculation of 8% plus is very good.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks and good afternoon. So I wanted to ask about the OR. In the first quarter, I think intra-quarter you talked about 100 basis point worse kind of year-over-year. What's your expectation late in the quarter. Just curious what changed if anything in March relative to the reported number. And then going forward, the revenue guidance is very helpful, but anything you'd be willing to share on incremental margin targets as we look out over the rest of the year?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, good afternoon. Just a follow-up question on Primatene Mist trends and just looking at the chart in the deck, I mean it looks like unit sales continue to trend higher, even though you saw flattish sequential performance in terms of revenue. I'm just wondering what the impact may have been on obviously not pricing but I don't know if there was an increase in couponing or sampling. Then I want to get a sense from you in terms of your sampling program, just a sense of how effective you believe that's been and whether there is any anecdotes you can share in terms of whether or not you've been able to initiate starts on the product in patients that are new to the asset, haven't really utilized before?

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you, Stan.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay. So, in this trial in the triplet study, the dose response range was not as big as we had in the past, so actually we started in one patient in all three and then already moved to 1 mg/kg which is already for receptor occupancy. So, in this specific context, we haven't seen much of a dose response. And remind that in the past we had a wider range of responses, concentrations we did see a dose response of COM701 in combination with nivo etc.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
They look just a little slow to get going. If you look at our loan balance in that category though, Damon, about 80% is below 150,000. So the feedback we've got from a lot of customers is CPA firms and the like are advising just to hold off until that -- the -- the lower level of forgiveness documentation was required. So I think that drove quite a lot of it to be honest with you, Damon.
So hopefully, it picks up here a little bit this quarter.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Great. Thanks for taking the question. And maybe, David, I don't want to go back and harp on performance or what have you, but I did want to talk about new buyer acquisition. And I think, too, you mentioned that as a core growth priority in the back half of the year.
And so I know you're testing a bunch of different paths to acquire. We did see pretty good new buyer acquisition in terms of growth this quarter. So just talk about the strategy that makes it a top priority in the back half. I know you talked about video.
But anything else specifically that we can look for? You talked about the AmEx partnership. But anything that makes us the growth priority so we can look for sort of traffic gains?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey Ken.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think you're definitely going to see higher growth rates in SetPay than you see kind of broadly across other products. With that said, I wouldn't consider it explosive growth because it really comes down to what the partner is trying to achieve at the end of the day. And we do have some partners that are very focused on a strategy where they like the equal pay product, but they'd like to see us sit on a revolving account where they can continue to drive the repeat usage and continue to have that ongoing relationship.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you so much.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Dave. I appreciate question.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Roxanne, we hope you can join us tomorrow at 11 AM. We're going to talk a lot about how we are going to drive that $100 million. But we're going to get there and it's exciting. So I hope you can join us for that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, there's no question that we're spending more on cybersecurity. It's -- these are the kind of existential issues that all of us in technology businesses face as we manage our customers' systems of record. So it's incredibly important that we are world-class in the area of cybersecurity. Our spend is really OpEx. It's not capex-oriented today. It's primarily our own teams, but we will use third parties to do intrusion detection for an example -- or it's best practice. So we follow best practices, what you want to do with external firms. Of course, we use a lot of external technology but, right, you pay for that on an OpEx basis. It's not capitalized. The last thing I would say around the area of cyber is as many threats as it provides, we also see it as an opportunity to distinguish ourselves. And the scope, the scale, the breadth of Trimble, we see as an advantage here because this is something customers are increasingly having to look at. And our ability to manage at scale and at this level of sophistication outstrips the ability of a smaller company to keep up and actually draw parallel to things like GDPR. And these are expensive endeavors, and our scale helps in that aspect of it.

    Prediction (one of UP, DOWN, SAME): SAME