Investor Presentation NASDAQ:IMDX August 2025 iMDxinc.com Forward-Looking Statements Safe-Harbor Statement This presentation and the accompanying oral presentation contain "forward-looking" statements that are based on the Insight Molecular Diagnostics, Inc.'s (iMDx) management's beliefs and assumptions and on information currently available to management. Any statements that are not historical fact (including, but not limited to statements that contain words such as "will," "believes," "plans," "anticipate ...

Financial Performance - Revenue for Q2 2025 increased by 896% year-over-year to $3146 million from $1660 million in Q2 2024[52, 55] - Genomics revenue reached $2418 million, a 1153% increase compared to Q2 2024[55] - Data and Services revenue totaled $728 million, growing 357% year-over-year, with Insights (data licensing) growing 407%[55] - Gross profit improved by 1583% year-over-year, reaching $1950 million in Q2 2025[52, 55] - Adjusted EBITDA improved by 821%, with a loss of $(56) million in Q2 2025 compared to $(312) million in Q2 2024[52, 55] Genomics Business - Oncology testing (Tempus Genomics) revenue was $1332 million, up 329% year-over-year, with approximately 26% volume growth[55] - Hereditary testing (Ambry Genetics) contributed $973 million of revenue, up 336% year-over-year on a pro forma basis, with approximately 32% volume growth[55] - Average reimbursement per hereditary test was $760 in Q2 2025[24] Data and AI - Total Remaining Contract Value for Data and Services was >$940 million at the end of 2024[39] - Data Licensing Retention was ~140% at the end of 2024[39] - Tempus has >350 petabytes of rich multimodal healthcare data[12, 37]

Core Viewpoint - Tempus AI, Inc. is facing a class action lawsuit due to allegations of misleading statements and undisclosed material information during the Class Period from August 6, 2024, to May 27, 2025 [1][3]. Company Overview - Tempus AI is a technology company focused on advancing precision medicine through artificial intelligence, including generative AI [2]. Allegations of the Lawsuit - The lawsuit claims that Tempus AI inflated the value of certain contract agreements, many involving related parties, which included non-binding opt-ins or were self-funded [3]. - It is alleged that the company's joint venture with SoftBank Group Corporation risked credibility due to the appearance of "round-tripping" capital to artificially inflate revenue [3]. - The acquisition of Ambry Genetics Corporation is said to have operated under a business model reliant on aggressive and potentially unethical billing practices, exposing it to regulatory and financial risk [3]. - AstraZeneca PLC reportedly reduced its financial support to Tempus AI through a questionable "pass-through payment" structure involving a joint agreement with Pathos AI, Inc. [3]. - These issues are indicative of broader weaknesses in Tempus AI's core operations and long-term revenue outlook [3]. Impact on Stock Price - Following the publication of a research report by Spruce Point Capital Management, LLC on May 28, 2025, which raised serious concerns regarding Tempus AI's management and financial disclosures, the company's stock price fell by over 19% [4].

Core Viewpoint - The Tempus AI class action lawsuit alleges that the company and its executives made misleading statements and failed to disclose critical information that inflated the company's stock value during the specified class period [3][4]. Group 1: Allegations Against Tempus AI - The lawsuit claims that Tempus AI inflated the value of contract agreements, many of which were with related parties and included non-binding opt-ins or were self-funded [3]. - It is alleged that the credibility of Tempus AI's joint venture with SoftBank Group Corporation was compromised, giving the appearance of "round-tripping" capital to create revenue [3]. - The business model of Ambry Genetics Corporation, acquired by Tempus AI, is said to be based on aggressive and potentially unethical billing practices, risking scrutiny and sustainability [3]. - AstraZeneca PLC reportedly reduced its financial commitments to Tempus AI through a questionable "pass-through payment" arrangement [3]. - These issues collectively indicate weaknesses in Tempus AI's core operations and revenue prospects [3]. Group 2: Impact of Allegations - Following a research report from Spruce Point Capital Management on May 28, 2025, which raised concerns about Tempus AI's management and financial reporting, the company's stock price fell by more than 19% [4]. Group 3: Class Action Process - Investors who purchased Tempus AI common stock during the class period can seek appointment as lead plaintiff in the class action lawsuit, representing the interests of all class members [5]. - The lead plaintiff can select a law firm of their choice to litigate the case, and their ability to share in any potential recovery is not contingent upon serving as lead plaintiff [5]. Group 4: About Robbins Geller - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [6]. - The firm has been ranked 1 in securing monetary relief for investors in securities class action cases for four out of the last five years [6].

Core Viewpoint - Tempus AI, Inc. is facing a class action lawsuit due to allegations of misleading statements and undisclosed material information during the Class Period from August 6, 2024, to May 27, 2025 [1][3]. Group 1: Allegations Against Tempus AI - The lawsuit claims that Tempus AI inflated the value of certain contract agreements, many of which involved related parties and included non-binding opt-ins or were self-funded [3]. - It is alleged that the joint venture with SoftBank Group Corporation risked credibility due to the appearance of "round-tripping" capital to artificially inflate revenue [3]. - The acquisition of Ambry Genetics Corporation is said to have operated under a business model reliant on aggressive and potentially unethical billing practices, exposing it to regulatory and financial risks [3]. - AstraZeneca PLC reportedly reduced its financial support to Tempus AI through a questionable "pass-through payment" structure involving a joint agreement with Pathos AI, Inc. [3]. - These issues are indicative of broader weaknesses in Tempus AI's core operations and long-term revenue outlook [3]. Group 2: Impact of Research Report - On May 28, 2025, Spruce Point Capital Management, LLC published a research report that raised serious concerns regarding Tempus AI's management, operations, and financial disclosures [4]. - Following the release of this report, Tempus AI's stock price fell by over 19% [4].

Company Overview - SOPHiA GENETICS' Ai platform SOPHiA DDM™ is used by over 800 healthcare institutions globally to analyze complex health data for cancer and rare disorders[7] - The platform analyzes over 350,000 patients annually and has analyzed over 2 million profiles since its inception[8, 21] - The company has invested over $450 million since its inception in its Ai platform[21, 57] Market Trends - The incidence of cancer and rare disorders is increasing worldwide, driving demand for targeted therapies[13] - Healthcare data is rapidly expanding, with 30% of all data generated globally being healthcare-related[16] - The Total Addressable Market (TAM) for Liquid Biopsy is estimated to be over $5 billion[56] Financial Performance - SOPHiA GENETICS' revenue for 2024 was $65.2 million[60] - The company projects revenue between $72 million and $76 million for 2025, representing a year-over-year growth of approximately 10% to 17%[60, 63] - Adjusted EBITDA loss is projected to be between $35 million and $39 million in 2025, compared to $40.2 million in 2024[63] - The company's adjusted gross margin was 72.8% in 2024 and is expected to expand slightly in 2025[63]

Core Viewpoint - Tempus AI, Inc. is facing a class action lawsuit due to allegations of misleading statements and undisclosed material information during the specified Class Period, which has led to significant investor losses [1][3][4]. Group 1: Allegations Against Tempus AI - The lawsuit claims that Tempus AI inflated the value of certain contract agreements, many of which involved related parties and were non-binding or self-funded [3]. - It is alleged that the joint venture with SoftBank Group Corporation raised credibility concerns due to the appearance of "round-tripping" capital to artificially inflate revenue [3]. - The acquisition of Ambry Genetics Corporation is said to have operated under a business model that relied on aggressive and potentially unethical billing practices, exposing it to regulatory and financial risks [3]. - AstraZeneca PLC reportedly reduced its financial support to Tempus AI through a questionable "pass-through payment" structure involving a joint agreement with Pathos AI, Inc. [3]. - These issues are indicative of broader weaknesses in Tempus AI's core operations and long-term revenue outlook [3]. Group 2: Impact of Research Report - On May 28, 2025, Spruce Point Capital Management, LLC published a research report that raised serious concerns regarding Tempus AI's management, operations, and financial disclosures [4]. - Following the release of this report, Tempus AI's stock price experienced a decline of over 19% [4].

Company Overview - GeneDx Holdings is a healthcare technology company that integrates AI and machine learning with clinical and genomic data, focusing on precision medicine and individualized patient care [7] - The company has a market capitalization of $2.29 billion and reported a revenue of $330 million with a net income of -$38.6 million for the trailing twelve months [6] Recent Financial Performance - GeneDx Holdings shares have appreciated by 141.5% over the past year as of July 11, 2025 [5] - The company reported a 42% year-over-year increase in revenue for the first quarter, driven by high volumes of exome and genome tests [9] - Revenue from exome and genome tests accounted for 82% of GeneDx's total Q1 revenue, with the net loss for the quarter shrinking to $6.5 million from $20 million in the prior-year period [10] Insider Activity - On July 11, 2025, Kevin Feeley, CFO of GeneDx Holdings, sold 5,278 shares, reducing his holdings to 3,392 shares, which represents approximately 0.01% of total shares outstanding [1][4] - This sale is consistent with Feeley's recent trading patterns, as it is near the median trade size for him over the last several quarters [3] Growth Catalysts - GeneDx has strong growth prospects, particularly following its acquisition of Fabric Genomics, which enhances its AI-driven test interpretations and expands its genomics testing portfolio [12] - The company is targeting a larger patient population by expanding testing to outpatient pediatrics, NICU patients, and newborns [11] - Management has raised its full-year revenue guidance to a range of $360 million to $375 million, up from the previous forecast of $350 million to $360 million [10]

Study reveals millions of previously unknown variants and genomic sequences from underrepresented populationsMENLO PARK, Calif., July 24, 2025 (GLOBE NEWSWIRE) -- PacBio (NASDAQ: PACB), a leading developer of high-quality, highly accurate sequencing solutions, today announced a significant advancement for global genomic equity. Researchers have published the first Arab human pangenome in Nature Communications, powered in large part by PacBio’s HiFi long-read sequencing. The study, led by Mohammed Bin Rashid ...

Industry Overview - The global cancer treatment market is experiencing rapid growth due to rising cancer incidence, an aging population, and increasing demand for safer, more effective therapies, with over 2 million new cancer cases and 618,000 related deaths projected in the U.S. for 2025 [1] - Breakthroughs in immunotherapy, targeted treatments, and personalized cancer vaccines are reshaping the oncology landscape, offering greater precision and improved outcomes [2] - The oncology market is poised for robust, long-term growth, presenting compelling opportunities for investors [4] Major Companies and Developments - Major pharmaceutical companies such as Novartis, AstraZeneca, Johnson & Johnson, Pfizer, AbbVie, Bristol Myers Squibb, and Eli Lilly are heavily investing in advanced approaches like antibody-drug conjugates and immuno-oncology agents, while smaller biotechs are driving innovation and becoming attractive acquisition targets [3] - Johnson & Johnson's oncology segment accounts for approximately 27% of its total revenues, with oncology sales rising 22.3% to $6.3 billion in Q2 2025, driven by strong market growth and key product share gains [6] - Johnson & Johnson expects its oncology sales to reach $50 billion by the end of the decade, citing strong growth in marketed cancer drugs and the potential of upcoming launches [7] - Novartis has a diverse oncology portfolio, with significant contributions from drugs like Kisqali, which recorded sales of $1.1 billion in Q2 2025, up 64% year over year [9][10] - Novartis' oncology sales rose 20% in constant currency terms to $4.3 billion in Q2 2025, bolstered by new drug approvals and acquisitions [10] Emerging Companies and Innovations - Allogene Therapeutics is focused on developing allogeneic CAR T therapies for cancer treatment, particularly in hematologic indications with high unmet needs [11] - Allogene Therapeutics has multiple clinical-stage pipeline candidates, including cema-cel for large B-cell lymphoma and ALLO-316 for advanced renal cell carcinoma, showing promising early anti-tumor activity [12][13]