EVENT WATCH

Consumer Discretionary

G2E Conference (Global Gaming Expo) DKNG (7-Oct)

General Motors Co (GM) Investor Day (8-Oct)

Lululemon Athletica Inc. (LULU) Investor Day (Shanghai) (9-Oct)

Tesla (TSLA) Robotaxi unveiling event (10-Oct)

Victoria’s Secret (VSCO) Fashion Show 2024 (15-Oct)

Ulta Beauty Inc Investor Day (ULTA) (16-Oct)

XPeng (XPEV) Tech Day (24-Oct); P7+ product launch (4Q24)

VF Corp. (VFC) Investor Day (30-Oct)

ZEEKR (ZK) Intelligent Technology Mix product launch (4Q24)

Liberty Investor Day (TRIP, FWONK, LYV) (14-Nov)

Liberty Formula One Las Vegas Grand Prix (FWONA) (24-Nov)

Nike Inc. (NKE) Investor Day (19-Nov)

Amazon.com Inc. (AMZN) AWS re:Invent 2024 (2-Dec – 6-Dec)

Mobileye Global Inc. (MBLY) Investor Day (8-Dec)

Lowe’s Companies Inc (LOW) Analyst and Investor Conference (11-Dec)

NIO Inc. (NIO) Nio Day 2024 (23-Dec)

Consumer Staples

Casey’s General Stores Inc.  (CASY) Investor Day (15-Oct)

British American Tobacco plc (BTI) Capital Markets Day (16-Oct)

McCormick & Company Inc (MKC) To Host Investor Day (22-Oct)

Ingredion Inc. (INGR) Investor Day (14-Nov)

Procter & Gamble Co (PG) Investor Day (21-Nov)

Unilever PLC Capital (UL) Markets Day (22-Nov)

Energy

TotalEnergies SE (TTE) Investor Day (2-Oct)

Woodside Energy (WDS) Investor Day (7-Nov)

Petrobras (PBR) Investor Day (4-Dec)

Financials

Apollo Global Management (APO) Investor Day (1-Oct)

Jefferies Financial Group Inc (JEF) Investor Meeting (15-Oct)

MasterCard Inc. (MA) Investor Day (13-Nov)

Willis Towers Watson (WTW) Analyst Day (2-Dec)

Arthur J. Gallagher & Co. (AJG) Investor Day (Mid Dec)

Industrials

Rockwell Automation (ROK) Fair (18-Nov)

Vertiv Holdings Co (VRT) Investor Event (18-Nov)

CH Robinson Worldwide Inc (CHRW) To Host Investor Day (12-Dec)

Tech

Dell (DELL) Investor field trip (1-Oct)

Semrush (SEMR) Analyst Day (1-Oct)

Zoom Video Communications Inc. (ZM) Zoomtopia (8-Oct)

AMD Advancing Al 2024 (10-Oct)

Guidewire (GWRE) Analyst Day (10-Oct)

HPE Analyst Day (10-Oct)

Adobe Inc (ADBE) MAX 2024 Q&A with Company leadership (14-Oct)

SentinelOne (S) OneCon 2024 (Customer Conference) (14-Oct)

Autodesk (ADSK) University (15-Oct)

Okta (OKTA) Oktane (15-Oct)

Shopify (SHOP) Shoptalk (16-Oct)

NXP (NXPI) Investor Day (7-Nov)

ASML Holding NV Investor Day (14-Nov)

Blackline Inc. (BL) BeyondTheBlack (18-Nov)

Microsoft (MSFT) lgnite (18-Nov)

Fortinet (FTNT) Analyst Day (19-Nov)

Qualcomm (QCOM) Investor Day: loT and Automotive Diversification Update (19-Nov)

STMicroelectronics NV (STM) Capital Markets Day (20-Nov)

Cisco Systems Inc. (CSCO) Hardware bus tour (21-Nov)

Match Group (MTCH) Investor Day (1-Dec)

Materials

Corteva Inc (CTVA) To Host Investor Day (19-Nov)

Eastman Chemical Co (EMN) Analyst Day (21-Nov)

Rio Tinto (RIO) Investor Seminar (4-Dec)

Olin Corp (OLN) Investor Day (12-Dec)

Healthcare

Ascendis Pharma A/S (ASND) – Results of Phase 3 ApproaCH study in children with achondroplasia (3Q24)

Edgewise Therapeutics (EWTX) – Phase 2 data on EDG-7500 in adult patients with oHCM (3Q24)

Gritstone bio Inc. (GRTS) – Interim Ph2/3 mature progression free survival in MSS-CRC 1L (3Q24)

Rapt Therapeutics (RAPT) – Zelnecirnon Completion of unblinded atopic dermatitis data (3Q24)

Alkermes Plc (ALKS) – ALKS-2680 data in NT2 and IH (3Q24)

Exelixis Inc. (EXEL) – Final ruling from US District Court for patent litigation with MSN Laboratories (3Q24)

Johnson & Johnson (JNJ) – Outcome of claimant vote relating to prepackaged consensual bankruptcy plan (3Q24)

Eli Lilly & Co. (LLY) – Readout of phase 3 EMBER-3 in ER+/HER2- breast cancer (3Q24)

Harmony Biosciences (HRMY) – Investor day to discuss the market opportunity for the late-stage pipeline (1-Oct)

Myriad Genetics Inc. (MYGN) – Investor Day (9-Oct)

Alnylam Pharmaceuticals Inc. (ALNY) – Commercial commentary on Amvuttra in ATTR-CM (9-Oct)

CareDx Inc (CDNA) – Investor Day (15-Oct)

Amylyx Pharmaceuticals Inc. (AMLX) – Topline data for Ph2 HELIOS trial in Wolfram Syndrome (2H24)

CG Oncology Inc. (CGON) – Topline data for Ph3 BOND-003 trial in HR, BCG-unresponsive (2H24)

Ideaya Biosciences Inc. (IDYA) – Update for Ph2 clinical efficacy in neoadjuvant uveal melanoma (2H24)

Terns Pharmaceuticals (TERN) – Interim data from initial cohorts in Ph1 CARDINAL study in CML (2H24)

Amgen Inc. (AMGN) – Ph3 Uplinza data in myasthenia gravis (MG) (15-Oct)

Amgen Inc. (AMGN) – Ph2 Maritide data in obesity in adults with and without diabetes (Late-2024)

Amgen Inc. (AMGN) – Rocatinlimab Ph3 data in atopic dermatitis (AD) (2H24)

Amgen Inc. (AMGN) – Fipaxalparant (AMG 670; LPA1R) Ph2 data in IPF (2H24)

Apogee Therapeutics Inc. (APGE) – APG808 Initial Ph1 PK/safety data in healthy volunteers (2H24)

Denali Therapeutics Inc. (DNLI) – DNL126-Biomarker proof of concept and safety data Phase1/2 study MPS IIIA (Late-2024)

Gilead Sciences/Arcus Biosciences (GILD) – Final OS data from Ph3 SKYSCRAPER-1 in mNSCLC (2H24)

Intellia Therapeutics (NTLA) – NTLA-2001 Updated Ph1 data in ATTR-CM and ATTRv-PN (2H24)

uniQure (QURE) – AMT-130 Update on regulatory path forward in Huntington’s (2H24)

Regeneron Pharmaceuticals Inc. (REGN) – Initial Ph2 data in 1L perioperative non-small cell lung cancer (2H24)

Regeneron Pharmaceuticals Inc. (REGN) – REGN9933 (Factor XI antibody) Proof-of-concept data in thrombosis (2H24)

Sage Therapeutics Inc. (SAGE) – Topline data from the Ph2 DIMENSION study in Huntington’s disease (Late-2024)

Sage Therapeutics Inc. (SAGE) – Topline data from the Ph2 LIGHTWAVE study in Alzheimer’s disease (Late-2024)

Vertex Pharmaceuticals Inc. (VRTX) – Suzetrigine Ph2 data in chronic pain type of LSR (Late-2024)

Fate Therapeutics (FATE) – FT522 Clinical and translational data from Ph1 trial in R/R BCL (2H24)

Fate Therapeutics (FATE) – FT819 Clinical (first 3-5 patients dosed) and translational Ph1 data in SLE (2H24)

Fate Therapeutics (FATE) – FT825/ONO-8250 Clinical & translational Ph1 data in advanced solid tumors (2H24)

Jazz Pharmaceuticals (JAZZ) – Zepzelca Topline Ph3 PFS data in 1L SCLC (Late-2024)

Viridian Therapeutics Inc. (VRDN) – VRDN-008 NHP PK/PD data (2H24)

Nuvalent Inc. (NUVL) – Update on design of planned H2H Ph. 3 study in 1L ALK+ NSCLC (2H24)

AstraZeneca (AZN) – Dato-DXd Ph 3 TROPION-Breast02 readout in breast cancer (2H24)

AstraZeneca (AZN) – Tezspire Ph 3 WAYPOINT readout in nasal polyps (2H24)

Novartis (NVS) – Phase 3 data for Zolgensma’s STEER trial in SMA IT (2H24)

Novartis (NVS) – Phase 2 data for XXB750 in hypertension (2H24)

Novartis (NVS) – FDA/EMA regulatory decision for Kisqali in HR+/HER2- adj. BC (2H24)

GSK Plc (GSK) – Phase 3 data for depemokimab’s ANCHOR-1/2 trial in CRSwNP (2H24)

GSK Plc (GSK) – Phase 3 data for Zejula’s FIRST trial in 1L maint. OC (2H24)

GSK Plc (GSK) – Phase 3 data for Zejula’s ZEAL trial in 1L maint. NSCLC (2H24)

GSK Plc (GSK) – Phase 3 data for linerixibat’s GLISTEN trial in cholestatic pruritus in PBC (2H24)

GSK Plc (GSK) – Phase 3 third year efficacy and immunogenicity data for Arexvy (2H24)

GSK Plc (GSK) – Meet the Management, Early Pipeline (2H24)

Argenx SE (ARGX) – Vyvgart Ph 2 (RHO) readout in Sjogren’s syndrome (2H24)

Argenx SE (ARGX) – Vyvgart Ph 2 data in membranous nephropathy (2H24)

AbbVie Inc. (ABBV) – ASCENT Phase 3 H2H vs. Eylea in neovascular wAMD (FY24)

Bristol-Myers Squibb Co. (BMY) – MRTX1719 Initial Phase 1 data (2H24)

Bristol-Myers Squibb Co. (BMY) – CD19 NEX T Phase 1 data in SLE (2H24)

Bristol-Myers Squibb Co. (BMY) – Phase 2 data in HFpEF (EMBARK) (FY24)

Bristol-Myers Squibb Co. (BMY) – Phase 3 data in Psoriatic Arthritis (FY24)

Bristol-Myers Squibb Co. (BMY) – Phase 3 data in cis-ineligible 1L MIUC (CheckMate-901) (FY24)

Exscientia (EXAI) – Phase 1/2 ELUCIDATE dose escalation data (2H24)

Johnson & Johnson (JNJ) – Phase 3 data in adjunctive treatment for MDD (FY24)

Johnson & Johnson (JNJ) – Phase 3 data in high-risk localized prostate cancer (FY24)

Kymera Therapeutics Inc. (KYMR) – Additional proof-of-concept data from both assets in oncology (2H24)

Eli Lilly & Co. (LLY) – Phase 2 readout in obesity/overweight (potential to disclose) (2H24)

Eli Lilly & Co. (LLY) – SURMOUNT-5 Phase 3 readout (head-to-head vs semaglutide) (2H24)

Eli Lilly & Co. (LLY) – Readout of Phase 3 TRAILBLAZER-ALZ 6 (various dosing regimens) (est 2H24)

Merck & Co. (MRK) – Potential Phase 3 trial readout in colorectal cancer (2H24)

Merck & Co. (MRK) – Clesrovimab Potential Phase 3 data in RSV (2H24)

Merck & Co. (MRK) – Phase 2 data – ulcerative colitis (UC) maintenance setting (FY24)

Pfizer Inc. (PFE) – VERITAC-2 Phase 3 readout in ER+/HER2- 2L breast cancer (2H24)

Pfizer Inc. (PFE) – Final OS readout from TALAPRO-2 (2H24)

Tango Therapeutics Inc. (TNGX) – PRMT5 clinical program; TNG908 and TNG462 Initial clinical data (2H24)

Relay Therapeutics (RLAY) – Tumor-agnostic data in FGFR2 fusions at Triple Meeting (23-Oct)

Arcus Biosciences Inc. (RCUS) – Initial Ph1/1b (ARC-20) dose expansion data in 2L+ ccRCC at Triple meeting (24-Oct)

Exact Sciences Corp. (EXAS) – Data readout blood-based CRC diagnostic (End Oct)

Boston Scientific Corp. (BSX) – Analyst day at TCT (Oct 26-30) (estd) (26-Oct)

Medtronic Plc (MDT) – Analyst day at TCT (Oct 26-30) (estd) (26-Oct)

Intellia Therapeutics (NTLA) – NTLA-2002 Full Ph2 data in HAE at AACI (26-Oct)

Apellis Pharmaceuticals (APLS) – Detailed data from Ph3 trial in C3G and IC-MPGN (27-Oct)

Abbott Laboratories (ABT) – Analyst event at TCT (29-Oct)

Arvinas Inc. (ARVN) – Results of Phase 3 VERITAC-2 monotherapy study in patients with ER+/HER2 (4Q24)

Alector Inc. (ALEC) – Topline data for Ph2 INVOKE-2 trial in early Alzheimer’s disease (4Q24)

Apogee Therapeutics Inc. (APGE) – R&D day (4Q24)

4D Molecular Therapeutics (FDMT) – 4D-150 First Ph2 data in DME (4Q24)

Gilead Sciences Inc. (GILD) – Pivotal Ph2 (iMMagine-1) data in 4L+ MM (4Q24)

Incyte Corp. (INCY) – ALK2i + Jakafi Ph1/2 proof-of-concept data (4Q24)

Recursion Pharmaceuticals (RXRX) – REC-2282 Preliminary Ph2 data in NF2 (4Q24)