Innoviz Technologies Ltd. (INVZ) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, good afternoon, and good evening, everyone. Thank you for joining today's Morgan Stanley Biotech Without Borders series webcast. Ares Medicines, Travier Partner, Sivore Brutinib, Renal Disease Strategy, and mRNA Platform Innovation. This is Jaclyn, China Biotech slash Taiwan Healthcare Analyst at Morgan Stanley. Also joining me today is our series co-host, Shang Lamen, who is the head of U.S. MidCap Biotech Research. Before we begin, please note this call is intended for Morgan Stanley clients and not for members of the press. If you are a member of the press, please reach out separately. For important disclosures, please see www.MorganStanley.com forward slash research disclosures. So today's discussion will focus on Everett's global partnership with Travere Therapeutics for Siviributinin, or Ever-001, and its broader strategy across immune-mediated kidney diseases. will also talk about their next wave of programs coming from its proprietary AI-enabled MRA platform and discuss Manchin's perspective on global development and partnership opportunities for China origin innovation. So we're very pleased to have Mr. Ian Wu, President and Chief Financial Officer of Everest Medicine joining us today. Hi, Ian. Hi, Jack. Hi, Sean. And with that, let me turn the discussion over to Sean and Ian to kick us off on the fireside chat. Sean, please go ahead. Thank you, Jack, and welcome, Ian, and welcome, everyone, and thanks for dialling in. So, first question, Ian, on the partnership rationale and the operating model. So, with the Travere transaction now closed, what made Travere the right global partner for this asset, and how will the two companies divide development responsibilities, indication prioritisation, and decision-making from here? Great. Thank you for t...