Pipeline Programs - Setrusumab for Osteogenesis Imperfecta (OI) Phase 3 results were reported around the end of 2025, partnered with Ultragenyx, but neither study achieved the primary endpoint of reduction in AFR compared to placebo or bisphosphonates[8, 11] - Alvelestat for Alpha-1 Antitrypsin Deficiency-associated Lung Disease (AATD-LD) activities are ongoing to support the initiation of Phase 3, following an agreement in principle on the primary endpoints[8] - Vantictumab for osteopetrosis is out-licensed to āshibio, with EU rights retained, and an IND is planned for H2 2026[8] Financial Status - The company has approximately $41 million in cash and cash equivalents as of December 31, 2025, providing a cash runway into mid-2027[8] Setrusumab Clinical Trial Results - In the Orbit study (Setrusumab vs placebo), 19.5% of patients met rescue criteria at 12 months, primarily due to fractures, with a larger number of placebo patients exiting the study[14] - In the Cosmic study (Setrusumab vs bisphosphonates), there was a 59% reduction in vertebral fractures on setrusumab (p=0.081), despite more severe type III/IV patients on setrusumab (65% setrusumab vs 54% IV-BP)[31] - Setrusumab patients in the Orbit study showed improvements in disease severity (PGIS) in peds/teens, as well as improvements in pain/comfort and sports/activity[20] Market Opportunities - Osteogenesis Imperfecta affects approximately 60,000 patients across the US & Europe[9] - Severe Alpha-1 Antitrypsin Deficiency affects an estimated 50,000 patients in North America and 60,000 in Europe[9] - Osteopetrosis has an incidence of 1 in 20,000 in North America and Europe, with onset typically in late childhood[9]

Membership and Growth - Total membership reached 275,300 as of January 1, 2026, reflecting a 30% Compound Annual Growth Rate (CAGR) since inception[16] - The company projects year-end 2026 membership to be in the range of 290,000 to 296,000[16,46] - From 2024 to Q3 2025, peers averaged 1% annual membership growth[36] - As of January 1, 2026, 80% of new members are new to MA, and 20% are MA plan switchers[47] - January 1 net Medicare Advantage enrollment growth in California was +23,800 (+84% YoY)[47] - January 1 net Medicare Advantage enrollment growth Ex-California was +41,500 (+23% YoY)[47] Financial Performance - The company's total revenue has grown from $127 million in 2014 to $3939 million in 2024[16] - The company raised YE adjusted EBITDA guidance from $48M to $94M at the midpoint from initial guidance to current guidance[52] - The company expects consensus adjusted EBITDA of $145M to be within FY 2026 guidance range[52] Quality and Cost Management - 100% of Alignment's members are in plans rated 4 stars or above, compared to 65% for the industry[40] - The company invests ~4% of medical expenses for at-risk members in employed clinical model[21] - The company has achieved superior growth while managing medical costs effectively, differentiating itself from peers who averaged a 1% annual membership growth and an annual increase in MBR of 160bps[36] Market Position - The company has less than 1% national market share and approximately 6% share in existing markets[53] - The MA market is projected to grow further over the next decade, with MA penetration reaching 58% in 2034[54]

Q3 2025 Financial Performance - SkyWater achieved record Q3 2025 revenues of $150.7 million, exceeding the high end of the guidance range by over $9 million[7] - GAAP gross profit reached $36.2 million with a gross margin of 240%[125] - Adjusted EBITDA was $25.8 million, significantly surpassing forecasts[128] - Net income was $144 million, representing 95.5% of total revenue[128] Q4 2025 Guidance - The company expects Q4 2025 total revenues to be in the range of $155 million to $165 million[55] - SkyWater Texas revenue is projected to be between $84 million and $88 million[55] - Tools revenue is expected to be $17 million to $18 million, with a revised full-year expectation of $23 million to $24 million[55] - Adjusted EBITDA is guided to be in the range of $16 million to $22 million, with an adjusted EBITDA margin between 12.2% and 16.8%[146] Business Highlights and Growth Drivers - SkyWater anticipates strong growth in quantum computing customer revenues, expecting to exceed 30% in 2025[12] - The acquisition of Fab 25 in Texas has led to higher-than-expected revenue and profitability, with SkyWater now operating as two distinct reportable segments[12] - Advanced Packaging revenues are starting to ramp in Florida, with tool installations scheduled for completion in early 2026[12] - The company's acquisition added approximately 400,000 wafer/year capacity to the 200mm U S foundry supply base[29]

Concentra Investor Presentation No Duty to Update J.P. Morgan Healthcare Conference January 2026 ©2025 Concentra Inc. All rights reserved. Disclaimer Forward-Looking Statements This presentation contains forward-looking statements that express Concentra Group Holdings Parent, Inc.'s ("Concentra," the "Company," "we," "us" or "our") current opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results that include, but are not limited to, financial g ...

West Pharmaceutical Services Investor Presentation Eric M. Green President, CEO and Chair of the Board JP MORGAN HEALTHCARE CONFERENCE January 14, 2026 Safe Harbor Statement Cautionary Statement Under the Private Securities Litigation Reform Act of 1995 This presentation and any accompanying management commentary contain "forward -looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about product deve ...

J.P. Morgan Healthcare Conference 2026 Agios Pharmaceuticals Brian Goff, Chief Executive Officer 14 January 2026 Forward-Looking Statements This presentation and various remarks we make during this presentation contain forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those regarding the potential benefits of AQVESMETM (mitapivat) and PYRUKYND® (mitapivat); Agios' plans for future meetings with, or submissions to, r ...

1 Forward-Looking Statements & Non-GAAP Financial Measures 44th Annual J.P. Morgan Healthcare Conference John T. Treace, CEO, Founder, Chairman January 14, 2026 Forward-looking Statements: This presentation and our Q&A session may include forward-looking statements subject to substantial risks and uncertainties that may cause actual results to differ materially from those anticipated or implied by such forward-looking statements. We include forward-looking statements about, among other topics, our future re ...

4Q25 Financial Results January 14, 2026 © 2026 Wells Fargo Bank, N.A. All rights reserved. 4Q25 Financial Results 2 | | – Noninterest income of $9.0 billion, up 5% | | --- | --- | | ROE: 12.3% ROTCE: 14.5%1 | • Noninterest expense of $13.7 billion, down 1% | | Efficiency ratio: 64%2 | Pre-tax pre-provision profit4 of $7.6 billion, up 17% • | | | • Effective income tax rate of 16.9% | | | • Average loans of $955.8 billion, up 5% | | | • Average deposits of $1.4 trillion, up 2% | | Credit Quality | Provision ...

CJS Securities 26th Annual "New Ideas for the New Year" Conference January 14, 2026 NYSE: CXT FORWARD-LOOKING STATEMENTS – DISCLAIMER This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include all statements that are not historical statements of fact and those regarding the Company's intent, belief, or expectations. Words such as "anticipate(s)," "expect(s)," "intend(s)," "believe(s)," "plan(s)," "may," "will," "would," "could, ...

Bank of America 4Q25 Financial Results January 14, 2026 Note: IB stands for investment banking. ROA stands for return on average assets. ROE stands for return on average common shareholders' equity. ROTCE stands for return on average tangible common shareholders' equity. 5 End of period (EOP). 6 CET1 stands for common equity tier 1 capital. CET1 ratio at December 31, 2025, is preliminary. 7 GLS stands for average Global Liquidity Sources. See note A on slide 27 for definition of Global Liquidity Sources. 8 ...