)
Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Royalty Pharma (RPRX) investor relations material
Royalty Pharma Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum summary23 Sep, 2025
Business overview and market position
Largest buyer of biopharmaceutical royalties globally, with a 30-year track record and over 50 products in the portfolio.
Portfolio receipts are guided at $3.1 billion for the year, with $2.5 billion in cash flow and a market cap exceeding $20 billion.
Consistent low double-digit CAGR in royalty receipts and unlevered IRRs in the mid-teens since IPO.
$14 billion deployed since IPO, with $4 billion returned via buybacks and repurchases.
Internalized investment manager and focus on optimizing company structure for efficiency.
Investment strategy and capital allocation
Highly selective investment approach, reviewing 440 opportunities in 2024 and executing only eight deals.
Focus on high-quality, important medicines, with flexibility to invest across 60+ therapeutic areas.
Capital allocation balances portfolio growth and share buybacks, adapting to market conditions and stock valuation.
Synthetic royalties are a growing segment, offering significant future growth potential.
Financial targets include a 10%+ portfolio receipt CAGR (currently tracking at 12%) and $10-12 billion capital deployment over five years.
Competitive advantages and industry dynamics
Unique evergreen business model enables self-funding and lower cost of capital, difficult for competitors to replicate.
Structure matches the long-term nature of royalty streams, providing a competitive edge.
Welcomes competition to foster a vibrant royalty marketplace, but maintains unique scale and experience.
Industry fragmentation and global innovation, including China, create ongoing opportunities for new royalties.
Partnerships with large pharma companies to fund R&D programs expand business reach.
How does RP's structure enable market leadership?
RP's "secret sauce" for diverse deal evaluation?
How will deal structures evolve for future growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Royalty Pharma earnings date
Q3 20255 Nov, 2025
Next Royalty Pharma earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Royalty Pharma plc operates as a buyer of biopharmaceutical royalties and a funder of innovations in the biopharmaceutical industry in the United States. The company's royalty acquisition segment engages in the acquisition of royalty streams from pharmaceutical companies. Its funding segment provides equity or loan financing to biotechnology companies developing innovative methods for the treatment of cancer, inflammatory disease, obesity, diabetes, and other metabolic disorders.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage