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CEO Richard Danforth confirmed a significant increase in interest, particularly East of the Rockies, driven by recent floods in Texas and North Carolina. He highlighted a partnership with FloodMap, which integrates flood prediction models into the Genasys Protect platform. SVP Brian Alger added that this integration allows for highly precise, targeted emergency alerts, which is a key differentiator that prevents over-alerting large, unaffected populations.

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CEO Richard Danforth responded that while international opportunities inherently have longer cycles, the company is not currently experiencing any additional or increased time to close those deals.

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CFO Dennis Klahn confirmed the hardware backlog was $40 million. CEO Richard Danforth responded that the company has not yet observed any increase in competition, suggesting it may be too soon for new entrants to emerge following the recent events.

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CEO Richard Danforth stated that Genasys has no current plans for acquisitions, emphasizing that any future deals would be opportunistic, contingent on strategic product fit and the right price. He also confirmed that previous integrations are complete, and the company is operating as a single, unified entity, suggesting they are well-positioned if an opportunity arises.

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Shaun Bagai, CEO & Director, stated that the company is focused on penetrating the top 200 U.S. cancer centers, which handle the majority of relevant cases. He reported that 13 hospitals are already approved to purchase the device, with four actively reordering. He also mentioned a new website will launch soon to help patients find these centers. Regarding international expansion, Bagai explained that the company is currently hyper-focused on the U.S. market due to favorable reimbursement and market needs, with international plans to be explored later, possibly with a partner.

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CEO Charles Ferry clarified that the Mexico deal was a successful short-term deployment executed via the asset management agreement with APR Energy. He noted that Duos is already deploying power assets for large data centers within the United States. While the primary focus is the U.S. market due to high demand, Ferry stated the company would opportunistically consider projects in stable jurisdictions like Mexico, Canada, or Puerto Rico, but intends to avoid the riskier international locations where APR previously operated.

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Executive Charles Ferry stated that a comprehensive rail safety legislative package is unlikely under the current administration, though some regulations could still pass. He added that potential tariffs have not yet impacted business, as rail materials are mostly U.S.-sourced, their data center partner is taking mitigating measures, and the power assets are already located domestically.

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President & CEO Brian Cox attributed their competitive edge to their compensation strategy for field agents and the speed and ease of their proprietary enrollment platform. He emphasized that owning their platform allows for rapid development to meet regulatory and agent needs, such as creating an image compression tool in-house. This agility, combined with support from their team in El Salvador, makes their offering highly attractive to enrollment agents compared to competitors.

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President and CEO Brian Cox stated that their target customers are generally insulated from macroeconomic volatility as they typically lack market-linked investments. He explained that tighter economic conditions can be beneficial, increasing their addressable market and making their value-based wireless offerings more attractive to both new customers seeking savings and store owners looking for new revenue streams. Cox concluded that 'stormy' economic times create opportunities for SurgePays' product suite.

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Executive Kevin Cox explained that SurgePays' target market is consistently value-conscious. He stated that when economic conditions are tight, these customers actively seek out savings, making them more willing to switch service providers. This dynamic also applies to their convenience store partners, who become more open to adding new revenue streams like wireless activations. Cox believes this counter-cyclical demand provides a unique opportunity, suggesting that a tighter economy can serve as a tailwind for the business by making their value proposition more attractive.

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The company's target market is largely insulated from economic cycles, and tougher times can even expand their potential customer base as people become more value-conscious. While it's too early to gauge post-election sentiment, there is political optimism for connectivity programs. The company believes future funding may come as an enhanced Lifeline program, validating their current strategic focus. They are banking on the current $9.25 Lifeline revenue, with any future increase being a bonus.

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Lishan Aklog, Chairman and CEO, confirmed that the company has substantial excess capacity. He stated the lab can handle at least a five-fold increase in volume with minimal new personnel, and that manufacturing for collection kits and vials has been scaled with high-volume partners. Aklog clarified that no significant capital investment is needed for capacity, and the primary ramp-up would be an incremental increase in the sales and marketing team in line with revenue growth.

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Dr. Lishan Aklog, Chairman and CEO, stated it has not. Dennis McGrath, CFO, elaborated that the company maintains access to capital, citing the successful Q1 financing for Veris at a $35 million pre-money valuation as evidence. He expressed confidence in securing future funding for both Veris and the planned biopharma expansion as needed.

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Dr. Lishan Aklog, Chairman and CEO, characterized the competitive landscape as attractive. He explained that while generic remote patient monitoring (RPM) tools exist, the Veris platform is uniquely designed for oncology. He emphasized that the proprietary, patent-protected implantable monitor will serve as a key long-term differentiator and a significant barrier to entry for competitors, highlighting Veris's selection by OSU as proof of its superior, dedicated offering.

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Dr. Lishan Aklog, Chairman and CEO, explained that the pilot represented the cancer center's first engagement with a cancer-specific digital health platform. He noted that while the broader institution was evaluating general remote monitoring solutions, Veris was the only product being utilized for this specific cancer care pilot.

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Chairman & CEO Lishan Aklog confirmed that the company has significant excess capacity. He stated the laboratory can handle at least a five-fold increase in volume with minimal new personnel, and that manufacturing for both collection kits and vials has been outsourced to high-volume partners that can scale without significant capital investment. Dr. Aklog noted the primary ramp-up cost would be the incremental, judicious expansion of the sales and marketing team in parallel with revenue growth.

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CFO Dennis McGrath explained that with an established Medicare price point near $2,000 and a 90% margin on the next patient test, the company has substantial operating flexibility. He stated this high-margin reimbursement would help reduce cash burn and could change the company's financial dynamics quickly by providing a reliable, high-value revenue stream from the large Medicare-eligible population.

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CEO Dr. Lishan Aklog stated that while Lucid has a national presence, it has developed particular strength in California, Texas, and Florida. He also noted that the company strategically considers states with favorable biomarker legislation when allocating commercial resources.

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CEO Dr. Lishan Aklog responded that the pipeline for large testing events, particularly with fire departments, is deep and scheduled months in advance. He emphasized that a key strategic goal is to transition these events from the traditional claims process to pre-contracted arrangements with guaranteed payment. While not addressing seasonality directly, he noted these events generate strong local media coverage, which increases visibility.

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President, CEO & Director Tony Scott explained that while government opportunities are a natural fit due to the company's history, the best entry point for the corporate sector is through managed service providers (MSPs) and managed security service providers (MSSPs), which is their current focus. He noted that sales cycles remain long and customers are under pressure to justify cybersecurity spending, with significant interest in protecting Operational Technology (OT) environments, a less crowded market space.

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The executive described the federal sales cycle as 'fluid' but ultimately positive, with potential short-term delays but long-term focus on cyber. For enterprise customers, concern and spending are increasing due to the rising threat landscape, which bodes well for the industry.

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CEO Anthony Scott responded that while Intrusion has received inquiries regarding U.S. election security, no business has been signed. He believes the long-term opportunity remains. Regarding post-election spending, Scott stated it was too early to determine if CIOs were accelerating their plans but hoped to gain more insight at an upcoming industry event.

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Todd Waltz, Executive VP & CFO, projected a gradual 18-month implementation cycle but noted the added 600 million gallons of demand in California would quickly rebalance the national market toward a supply shortage, increasing ethanol's value. Andy Foster, EVP - North America, added that recent state-level regulatory reforms should help streamline the construction of needed fuel storage infrastructure to support the transition.

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CEO Eric McAfee explained that the use of proceeds for an Indian IPO is highly regulated and will be detailed later, but noted that repaying the parent company for prior investments is a possibility. He confirmed the India business is still self-sufficient and has been investing in inventory, with upcoming shipments to OMCs expected to improve its liquidity.

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Eric McAfee, Founder, Chairman, and CEO, explained that the IPO proceeds are planned for expanding to additional biodiesel plant sites to maintain market leadership in India. He also mentioned diversifying into synergistic businesses like renewable natural gas, where Aemetis has expertise and sees significant opportunity, aligning with India's goal of reducing petroleum imports.

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Chairman and CEO Eric McAfee stated that the India IPO proceeds will be primarily used to build out the India business itself. He also mentioned plans to establish a significant cash balance on the parent company's consolidated balance sheet and to use a portion of the funds for repayment of parent company debt. He reiterated that debt repayment is a high priority, with efforts underway to refinance into lower-cost financing.

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Global CEO Holger Bartel noted that both North America and Europe are experiencing softer demand, evidenced by falling flight and hotel prices, which helps Travelzoo secure strong offers. He stated that the company has not seen its affluent member base trading down, as the value of Travelzoo's offers allows them to 'do more with less.' Bartel concluded that due to the uncertain environment, travel suppliers are currently focused on the short term and are not making long-term predictions.

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Global CEO Holger Bartel responded that both North America and Europe are experiencing softer demand, evidenced by falling flight and hotel prices, which helps Travelzoo secure strong offers. He has not observed their affluent member base trading down. Bartel noted that due to general uncertainty, travel suppliers are thinking short-term and not making long-term predictions for 2026.

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Global CEO Holger Bartel confirmed that softer demand and lower prices are visible in both North America and Europe, creating opportunities for Travelzoo to secure strong offers. He stated the company has not seen its affluent members trade down, as the deals provide exceptional value. Bartel noted that due to the uncertain environment, travel suppliers are focused on the short-term and are not making long-term predictions.

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Global CEO Holger Bartel noted that both North America and Europe are seeing some softness, with lower flight and hotel prices, which creates opportunities for Travelzoo to secure strong offers. He stated they have not observed their affluent member base trading down. He also mentioned that due to the uncertain environment, travel suppliers are currently focused on the short term rather than making long-term predictions for 2026.

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Global CEO Holger Bartel responded that both North American and European travel markets are experiencing some softness, evidenced by falling flight and hotel prices, which helps Travelzoo secure strong offers. He noted that the company's affluent members are not trading down, but rather using the platform's value to travel more. Bartel concluded that due to the uncertain environment, travel suppliers are currently focused on the short term.

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Global CEO Holger Bartel stated that both North American and European travel markets are seeing softer demand, evidenced by falling flight and hotel prices, which creates opportunities for Travelzoo to secure strong offers. He has not observed their affluent member base trading down, as the membership's value allows them to 'do more with less.' Bartel concluded that due to the uncertain environment, travel suppliers are focused on the short term and are not making long-term predictions for 2026.

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Holger Bartel, an executive, clarified that they are seeing two different trends. While there is hesitation for inbound travel to the U.S., particularly from Canada, they are not seeing a corresponding decrease in demand from Americans traveling outbound to destinations like Europe.

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Christina Ciocca (executive) clarified that the memberships are currently operated independently because the two brands serve slightly different markets. While the company seeks synergies and engages in some cross-promotion, the plan for now is to keep the membership products separate.

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Executive Christina Ciocca explained that Jack's Flight Club operates in the U.K., Canada, the U.S., and parts of Europe, with further expansion and multi-language editions under consideration for 2025. She noted that while converting Travelzoo members was an initial goal, the strategy is being reconsidered in light of Travelzoo's own new paid membership model.

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CEO Ram Mukunda explained that the social media recruitment strategy is budgeted at approximately $1,000 per new patient, which will only marginally increase the overall trial cost. He also stated that the company will not conduct another interim data analysis to avoid a statistical penalty that would require increasing the trial size. The primary focus is on completing the trial, with a target of finishing within the current fiscal year.

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Jonathan Javitt, Founder, Chairman, and CEO, confirmed that NRx Pharmaceuticals intends to make NRX-100 available internationally. He noted that European regulators are particularly sensitive to toxic substances in drugs, which could create a significant opportunity for the company's preservative-free formulation. Javitt also mentioned that NRx has already been approached by several international entities regarding potential partnerships.

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CEO Jonathan Javitt highlighted a strong focus on Europe, particularly France, where the company has existing relationships and can leverage data from a large, French government-funded study. He mentioned that a European filing would have broad resonance. While the company has had relationships in Asia Pacific, the primary focus for now remains the U.S. and Europe.

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Dr. Yuping Huang, Interim CEO and Chairman, acknowledged that while capacity constraints are a consideration, the immediate focus is on customer discovery and product validation, which he expects will lead to rapid revenue growth. He noted that with a stronger financial position, the company will now expand its sales and business development teams. Dr. Huang also confirmed that discussions about a second foundry, or 'Fab 2', are already underway with the Board as part of a multi-phase strategy.

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Interim CEO and Chairman Dr. Yuping Huang acknowledged that while constraints are possible, the immediate focus is on customer discovery and validation before an anticipated rapid increase in revenue. He noted that after a period of cost-cutting to fund the foundry, the company is now in a stronger financial position to expand its sales team. Dr. Huang also confirmed that the board has already held discussions regarding a second fab, or 'Fab 2'.

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CEO William McGann explained that while the primary focus for the Dirac-3 machine is currently domestic, the company has secured offshore orders for its photonic chips in Europe and Asia. Regarding the foundry, McGann confirmed a ramp-up period is expected, starting with proof-of-concept chip deliveries in Q2 2025 as they establish their process design kits (PDKs) before scaling to a multi-project wafer platform.

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CEO Paul Gudonis confirmed that the company is actively investing more in its German operations. He stated they are adding to the local team, increasing social media advertising, and recruiting more O&P clinics to support another year of expected strong growth. He clarified that while they receive inbound interest from other countries, the primary focus remains on the large opportunities in the U.S. and Germany.

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CEO Paul Gudonis stated that a supply chain review indicated minimal risk to gross margins from tariffs, as most components are sourced from the U.S. He noted that while there are currently no tariffs on exports to Germany, the situation is fluid and could potentially impact pricing for their German O&P partners in the future.

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CFO David Henry explained that while the new facility has higher rent, the doubled capacity should drive operating leverage. He noted that gross margins, currently in the mid-70s, may actually decrease as the lower-ASP O&P channel grows. However, he expects this shift to be accretive to the operating margin because the O&P channel requires less incremental operating expense, particularly in advertising and clinical support.

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CFO David Henry explained that historically, revenue is stronger in the second half of the year. He attributed this to patients meeting their annual insurance deductibles, making decisions easier later in the year. He noted that Q1 is typically the softest quarter, with growth through the rest of the year, though Q4 growth can sometimes flatten due to factors like advertising challenges during election years.

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President and CEO Marc Hedrick explained that the initial plan is to build a niche, focused sales force targeting about 300 neuro-oncologists at major NCI-designated cancer centers, which covers roughly 80% of the market. Hedrick stated that this is within their financial and operational capability and that partnering, while a future possibility for U.S. expansion or ex-U.S. markets, is not the immediate focus.

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Executive Marc Hedrick responded that while the federal government's impact is uncertain, the company is well-positioned for the next year, particularly due to its strong relationship with Texas-based CPRIT. Hedrick noted their successful execution on an almost $18 million active grant and suggested potential for further funding from CPRIT, while also confirming plans to continue seeking other non-dilutive capital.

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Executive Marc Hedrick explained that grant funding is often seasonal, citing CPRIT's biannual grant cycles which involve a roughly six-month review process. In contrast, funding from bodies like the NIH or DoD can be more sporadic, often tied to specific Requests for Proposals (RFPs). Hedrick affirmed the company's strong relationship with CPRIT and its continued strategy to leverage these non-dilutive capital sources to minimize shareholder dilution.

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Chief Medical Officer Dr. Norman LaFrance confirmed that there are opportunities to expand funding beyond Phase I. He stated the company is 'cautiously optimistic' about securing other funding to accelerate the trial and potentially expand to more sites, but was not at liberty to discuss specific details. He noted the team already has funding options in play for post-Phase I development.

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Dr. Steven Quay, Chairman, CEO, and President, stated that the company is maintaining a 'razor sharp' focus on the U.S. FDA process throughout 2025. He emphasized the strategy is to first establish a clear clinical trial design and parameters with the FDA before approaching other major international markets, which would likely occur early next year.

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Dr. Steven Quay, Chairman, CEO, and President, clarified that the company's focus for 2025 is sharply on the U.S. FDA process to finalize the clinical trial design. He indicated that pursuing approvals in other major international markets would be considered early next year, after the U.S. path is well-defined.

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Executive Thomas Equels assured that Ampligen inventory is budgeted and adequate for all ongoing clinical trials, barring unforeseen issues. He clarified that manufacturing additional Ampligen for future trials requires capital, and the company is actively analyzing the process with its vendors.

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Executive Thomas Equels stated that AIM has budgeted sufficient Ampligen for its ongoing clinical activities and does not anticipate a supply issue for current trials, barring unforeseen events. He clarified that manufacturing additional Ampligen for future trials will require capital, but the company is actively managing the process with its vendors.

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Executive Thomas Equels confirmed that the current Ampligen supply is budgeted and sufficient for ongoing trials, barring unforeseen events. He noted that future trials will require manufacturing more Ampligen, a capital-intensive process for which the company is actively preparing with its vendors.

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Executive Thomas Equels confirmed ongoing efforts to improve manufacturing efficiency, noting that mass production via a large pharma partnership would create significant savings. Science Officer Dr. Christopher McAleer detailed that recent process optimizations reduced polymer production time by approximately 40% and cut batch costs from about $400,000 to $200,000. He outlined a future goal to implement a continuous flow process, which could increase production three- to four-fold and reduce the final cost of Ampligen by an estimated 60-70%.

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Thomas Equels (executive) reported that the recent manufacturing process with their contract partner, Jubilant HollisterStier, went well without any issues. He acknowledged that costs have increased over time, in line with broader trends in medical R&D. Mr. Equels stated that current reserves are adequate for the next two years of planned activity, but a large-scale trial with a commercial partner would necessitate manufacturing more Ampligen. He added that mass production has the potential to be significantly more cost-effective than the current smaller, more expensive clinical lots.

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Executive Stephen Chen responded that while he has an emerging markets background and sees international expansion as a long-term goal (approximately 3 years out), the company's immediate priority is the domestic U.S. market. The current strategy is to first establish a strong U.S. foothold, demonstrate value through pilot programs, and solve customer problems profitably before expanding abroad.

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Executive Mike Snavely responded that the sales cycle has remained stable at approximately 90 days. He elaborated that the company's strategic focus is now on securing 'one-to-many' relationships with property portfolio owners and management companies. This approach aims to accelerate 'rooftop wins' by signing multiple properties in a single sales cycle, thereby increasing the pace of customer acquisition.

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Executive Mike Snavely responded that the competitive landscape is largely unchanged, consisting mainly of smaller app companies. He highlighted Phunware's growing success in engaging with operators of property portfolios, which he believes is a key differentiator and a strategy competitors are not widely pursuing.

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Executive Alexander Tokman explained that the company's priorities for the next 9-12 months are set, focusing on completing the clinical study and preparing for regulatory submission. He clarified the goal is to complete the current study in 2024, start a pivotal study in early 2025, and submit the FDA application by mid-2025.

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Executive Alexander Tokman explained that the company's clear priority for the next 9-12 months is executing the clinical study to gather data for the FDA submission and commercial promotion. He added that the longer-term strategic vision will be developed over the next 6-9 months. Tokman confirmed the goal is to complete the clinical study in the current year, start a pivotal study early next year, and submit the de novo application to the FDA by mid-2025.

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Executive Francois Michelon responded that while ENDRA has a distribution agreement for Vietnam contingent on FDA approval and a past clinical study agreement in China, the company's primary focus is on establishing a strong foothold in Europe and the U.S. first. He emphasized a disciplined strategy of building a foundational base of clinical evidence in these core markets before committing resources to a broader Asian expansion.

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Executive Justin Hall responded that despite industry-wide cost increases, their advertising costs have remained consistent. He noted that the company closely monitors Google and Meta ad spending to maintain efficiency, but emphasized that the majority of customer acquisition is driven by the physician-dispensed channel and advertising within the Amazon ecosystem.

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Executive Justin Hall responded that the strategy balances marketing efficiency with growth. He stated that while new customer acquisition is expensive, the focus for the rest of the year will be on converting patients from the physician-dispensed channel into long-term OTC customers on either Avenova.com or Amazon, leveraging the initial doctor recommendation to drive online sales.

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Executive C. Trenary responded that while current U.S.-based manufacturing partners can supply Europe initially, the company will continuously evaluate its global manufacturing footprint. He noted that their partners also have European facilities, which could be leveraged in the future to optimize costs and logistics as the European launch scales.

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Executive William Li responded that while Knightscope's thermal cameras could aid in prevention, the company's current model is better suited for 24/7 deployments rather than event-driven emergencies. Li noted one inquiry from FEMA and discussed the long-term strategy to develop more portable, responsive technology. He also suggested that current products could enhance security at FEMA facilities, freeing up human resources for emergencies.

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