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
 
Sure. I -- I would expect really strong performance at our consumer in our third quarter unless there is, as referenced earlier, some type of significant COVID impact which would impact everybody. But we anticipate continued strong performance there and -- and into Q4 as well. Rusty referenced working capital in consumer.
Certainly, we have tens of millions of dollars, low tens of millions of dollars of inventory to catch up on. And I think that's a good news story as well for the coming quarters. 

    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. I mean we don't really break it out between the two. But clearly, they are some of the things that impact our gross margin. And it's customer mix, product mix and costs.

    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
 
Brendan?

    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
 
No, we certainly haven't seen any. There certainly is customer acquisition sort of plays that are going on and then there are companies that have very different sort of goals in terms of profitability and targets and things like that, they can do things for typically shorter periods of time, but the vast majority of the market is staying is pre-existing pretty range bound right now.

    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
 
Hello. Thank you so much for taking the question. Michel, welcome, and Fernando, I think these questions will be geared a little bit more toward you. First, I was hoping that you could talk a little bit about the leverage.
It showed good progress, improving about 0.4 times over the first half. As we consider the second half given sort of the implicit cadence reduction in EBITDA, I wanted to get your thoughts on whether there's scope to see a similar level of improvement and how we should think about the different pace of recovery that's occurring in various markets as a result of the Delta variant and vaccine rates affecting that.

    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
 
Got it. Thank you. I appreciate the clarification. I'll start, and then Mike can add any color. Relative to the recent wins of UnityPoint and ChristianaCare, we don't get into individual contract terms. But we are excited about the opportunity that we have moving forward with those accounts on a go-forward basis. And certainly, our guidance, as we've talked about in terms of overall performance and expectations around future are not any different as a result of the addition of those engagements. Mike, do you want to talk about the market?

    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
 
We don't see any cannibalization and we are on track.

    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, guys. Thanks for taking my questions. I had a few on epcoritamab. Perhaps first, I know you have an update coming up here at the ASCO conference. Could you just help us understand how significant this update will be perhaps relative to what we've seen at ASH last year? Is -- will there be a focus on the Phase II expansion cohorts perhaps? Or is it a longer-term follow-up still on the dose escalation portion of the study?
Secondly, could you remind us what the target size is of the three planned-expansion cohorts in this study? And what duration follow-up perhaps is required for potentially filing for accelerated approval in those indications? And lastly, where are you with respect to meeting potential CMC manufacturing requirements for potential approval down the road? Thanks so much.

    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. Good morning. We've been looking at a number of markets, as we've mentioned in our past calls and I'm looking at the right entry points. Kansas City, like other markets we don't go into unless we feel we're going to be able to create a cluster of properties, or create a portfolio down the line.
So this is our first of what I would think would be many in the near future. Kansas City is a really great market, it's our type of market. It's absorbed over 7 million square feet last year, a near record. Low vacancy rate.
It's got all the right economic drivers between the hospitality sector in the hospital sector and financial services and you name it. So it's well diversified from that standpoint. There are other markets that we're currently looking at, mostly in the southeast. And we don't have any -- can't really comment on where we are now in terms of letters of intent or purchase and sale agreements.
But our pipeline is, as I mentioned before, is deep and wide and include some new markets that I think down the road will be able to make some announcements when it just makes sense to us for announcements.

    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
 
Good to have you, man.

    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
 
Catie, it's Nat. Thanks for the question. I think our current cash balance is $3.4 billion, which clearly is higher than historically Alaska has carried. Year-end 2019, we had $1.5 billion.
So I think you're going to see us carry an excess amount until we see sustained revenue recovery. And then I think over time, we'll see what the landscape is and have that choice to pay down debt. I do think through -- certainly, through 2021, we're going to carry an additional pad of liquidity just until we see sustained revenue recovery.

    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. Good morning, everyone. Thanks for taking my questions. I've got a couple for Jason.
This first one is a bit of a repeat of the prior question, but I want to make sure I'm thinking about the new guidance correctly. So you added sort of roughly $100 million, and this is sort of relative, I guess, to the last guidance raise, but you added about roughly $100 million in M&A. You raised at the midpoint by about $130 million, and that's despite the $30 million headwind from Respironics. Is that sort of the right way to think about it? So the underlying business looks like contributed a reasonable amount of the guidance range raise.
Is that right?

    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
 
Hi, Brian.

    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, Dave, this is Matt. I think our expectation today is that given the -- certainly, the committed business we've got in the near term, but also the plants that we're selling to and our view for the PRB demand over the next handful of years, that there's enough cash that can be generated in the thermal business to pay for the obligations that are there.

    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
 
Yeah. In terms of the product and services revenue -- Phil, this is Patrick. I think we would expect to see the same ratio at least in the near term on a go-forward basis based on how we recognize revenue. And in terms of kind of passing off the overall logistics cost, we continue to work with our customers in Q3 in order to maintain and pass those costs off to the extent possible.
But again, as Tony mentioned, the breakbulk shipping allows us for a lot more certainty in those pricing and takes it out a lot of the degrees of -- degrees of variability out of the process.

    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, Greg. No, we all would expect at least one review cycle given the complexity of this file drug device combination along with micrograms and all sorts of FDA requirements. So we're assuming at least one review cycle. And with any good fortune we'll be launching in calendar year 2022. But we need to firm that up post some FDA feedback, which we have not yet received.

    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
 
We had another, actually, just really, really good new business quarter in that business. And it's just, so you know, we do -- it's usually through another prime, but we do a reasonable amount of government business in that segment, too. And so that's helped contribute to future growth there. And we have some very, very good opportunities in front of us as well.
So it's -- it continues to just be a good growth area for us with very little invested capital.

    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, thanks for the question, Jason. Generally, I would say that it's really just -- it's pretty commercial. We've got to commercialize the product. So we've got to train up our existing sales organization. We've got to make sure we integrate the company effectively from a manufacturing from an R&D perspective. That'll be ongoing. We got to make sure that we train on how to use the product properly. We're going to make sure that we do what's right and build our curriculum to train our surgeons and educate along the way. So it's really just standing the product up. It's an implantable technology and we want to make sure that we are approaching it the right way.
It's within a warehouse of what we always do and these things do take time. We're also looking for the level two approval this year. I think that will further accelerate the growth of the product. So that comes early. There's potential to outperform, but the fact is we run a timeline. I think it's the right timeline. And as we move forward, we do believe, as you said, it's a significant opportunity to take share.

    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. Can you speak a little bit more specifically on the drivers and your competitive positioning across the nutritional specialties business at this point? And on an annualized basis, will this be more consistently a double-digit grower for you kind of going forward on a longer-term basis?

    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
 
That's why we have a new CFO on the call.

    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
 
Clearly, the development will account the state-of-the-art and the best available technologies to reduce actual emission and increase efficiency of the energy utilization of the offshore facilities.

    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. So thank you for the question. At this time, we would not be looking for an interim look as we would have to spend alpha for that and potential power of the study. We are quite pleased, however, that with where we are tracking for events. In fact, its 80% was achieved earlier than the anticipated December. So right now, we are letting the study run its course to maintain the full integrity and power of the study and no intention of un-blinding. However, we are quite pleased with this tracking a bit ahead and we're doing everything in our power to pull this study in as early as possible, which includes really pushing time lines accelerating those time lines to the best of our ability.

    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
 
There is some seasonality. I'm going to say fourth quarter and maybe primarily driven by California, California taxes, property taxes are due. And so as you know those warehouse deposits are overwhelmingly funds held from escrow funds from servicers which people escrow their insurance payments and they escrow their tax payments. But as you get one particular state that is skews heavily for their overall. I think there are due in November. I'm not a California resident. So you're going to see a dip whereby the servicer is writing a check drawn on us to the state or to the relevant counties they are coming in. So yeah, there is a piece with that.

    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
 
Right. So if we look at mean NRS change, which as you know, is the most sensitive endpoint, the continuous endpoint, we consistently use in our Stage II dose ranging. In the later stage patients the stage 4 and 5, and I mentioned this earlier, we do see a larger effect size. So the effect size there is in the region of 30 points and the earlier stage patients that effect size is approximately 50% of that. So we already have good data in hand from our Phase II trial. There's a large effect size with KRUSOVA and that late stage population.

    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
 
Sure. Thanks, Ken. It's Erik. I'll stick with that. I think the sort of the short answer is it really is client by client driven. So each of our clients is in a different level of maturity around their private markets program. Some are dramatically below target, some of them are at target. And so I think you see a real mix there around pacing and how people think about reups, that's very dependent on their program and how their program is developing. That said, I think one of the macro truisms is that in a market where kind of plan assets are growing due largely to public market performance being positive, you see a growing of the denominator. And even in a world where clients want to maintain a steady state allocation to the private markets, that means the numerator needs to kind of move in lockstep with that denominator. So generally, I think it's fair to say that in markets that are upwardly moving and rising as we're experiencing now and have for the past few years, that tends to have a positive impact on flows. And so we are seeing that. Your question sort of on the back end is that positive from a fee rate margin perspective. You've heard us say before and we'll continue to say, I mean, reups are a very important part of our business. The stickiness is a powerful part. And that reup does lend itself to some margin enhancement because, again, a lot of the costs for the servicing that client have already been sort of baked in and structured. And so to the extent that, that client is providing you additional capital, that's just providing good benefits of scale.

    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
 
Yeah, look, I think that's a metric that obviously we believe we over-index in terms of online and mobile sales. I think the -- just look at our partner set with Amazon and PayPal and Verizon and others, I think that there is certainly leverage there. If you look at the portfolio mix and we broke this out a little bit at Investor Day in terms of where we see a lot of the growth coming longer-term inside the company, it's clearly going to be over-indexed in terms of online sales.
That's speaking kind of particularly to our digital partners as they become a larger share of the overall business, but I will say that for some of the more traditional partners that we have, we have been, I believe instrumental in helping them transform their footprints to be more digital. So that has been a big part of what we've tried to do particularly over the last couple of years in response to the pandemic, many of our partners had to close stores, they moved a lot of their sales online and we are a big part of how they were able to meet that need and transform their businesses. So certainly leverage going forward [Speech Overlap].

    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
 
We are definitely seeing an increase in inquiries and leaves and visits as well as conversion. So all of those things are coming together to result and improvements and our move-ins on a sequential basis. So we feel like the environment is improving. We feel like our sales transformation efforts are gaining momentum. We think that the marketing investments that we've made are great and we are just so proud of the fact that our July occupancy in a single month built almost as much occupancy as the entire second quarter.

    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 was just going to say it's going to be both a cost saving on term financing as well as a potential takeout for equity.

    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. That makes sense. And so perhaps it's as a way to.

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