Corporate Overview Presentation August 2025 2025 Vir Biotechnology, Inc. 1 Legal disclaimer Forward-Looking Statements Statements in this presentation that are not statements of historical fact are forward-looking statements. Such forward-looking statements include, without limitation, statements regarding: the therapeutic and commercial potential of Vir Biotechnology's CHD program, as well as Vir Biotechnology's strategy, plans and expectations related thereto; the therapeutic and commercial potential of V ...

Q2 2025 Highlights - OmniAb sold and installed xPloration instrument shortly after launch, with strong partner interest[11] - Partner pipeline advancement continued[11] - Deal flow and new partner additions are accelerating[11] - Outlook for 2025 remains on track[11] Partnership and Programs - The company has 100 active partners as of June 30, 2025, with 54% in the US, 25% in Europe, 20% in Asia, and 1% in the Middle East[12, 13] - Active programs totaled 381 as of June 30, 2025, a net addition of 18 programs year-to-date[16, 18] - Approximately 99% of active programs have contracted future economics to OmniAb[21] - Antibody Standard Licenses account for 90% of active programs[20] - Total remaining milestones for Antibody Standard Licenses are greater than $3 billion, with an average royalty rate of 3.36%[21] - Post-discovery stage programs have grown by 22% over the last 12 months[24] - There are 32 active clinical programs and approved products as of June 30, 2025[27, 29] Financial Performance - Q2 2025 total revenue was $3.9 million, compared to $7.6 million in Q2 2024[49, 54] - Q2 2025 license and milestone revenue was $1.2 million, down from $3.1 million in Q2 2024[54] - Q2 2025 service revenue was $1.9 million, down from $4.2 million in Q2 2024[54] - Q2 2025 xPloration revenue was $0.6 million[54] - Q2 2025 royalty revenue was $0.1 million, down from $0.3 million in Q2 2024[54] - Q2 2025 net loss was $15.9 million, compared to a net loss of $13.6 million in Q2 2024[54] 2025 Guidance - Revenue is expected to be in the range of $20 million to $25 million[57] - Operating expense is expected to be in the range of $85 million to $90 million[57]

Financial Performance Highlights - Blue Bird's Q3 FY2025 net sales reached $398 million, a $65 million increase compared to Q3 FY2024[20, 25] - The company's Adjusted EBITDA for Q3 FY2025 was $58 million, up $10 million from Q3 FY2024[20, 25] - Adjusted Free Cash Flow for Q3 FY2025 was $52 million, a $56 million increase compared to Q3 FY2024[20, 25] - Blue Bird is raising its full-year FY2025 Adjusted EBITDA guidance to $210 million and expects ~14.5% margin[36, 37] - The company's Q3 Adjusted EBITDA margin was 14.7%, a 20 bps increase compared to Q3 FY2024[21, 27] Business Operations and Backlog - The company sold 2,467 units in Q3 FY2025, an increase of 316 units compared to Q3 FY2024[20, 25] - Blue Bird has a strong backlog of approximately 3,900 units, valued at around $618 million[20, 27] - The company has approximately $174 million in firm orders for electric vehicles (EVs) in its backlog[20] - Alternative power sales accounted for 61% of the sales mix[20] Future Outlook and Capital Allocation - Blue Bird anticipates approximately $1.5 billion in revenue for FY2026, with an Adjusted EBITDA of around $220 million, representing a margin of approximately 14.5%[39] - The company has initiated a new share repurchase program of up to $100 million over two years[32, 34, 52]

Second Quarter 2025 Earnings Call | Welcome | Al Kildani Senior Vice President, Investor Relations and Corporate Communications | | --- | --- | | CEO Opening Remarks | Catherine Owen Adams Chief Executive Officer | | Commercial Update | Tom Garner Executive Vice President, Chief Commercial Officer | | R&D Update | Elizabeth H.Z. Thompson Executive Vice President, Head of Research and Development | | Financial Update | Mark Schneyer Executive Vice President, Chief Financial Officer | | Closing Remarks | Cath ...

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Financial Performance - Q2 2025 net product revenue reached $81.5 million, a 164% increase compared to Q2 2024[28,39] - Net product revenues increased by 28% quarter-over-quarter from Q1 2025 to Q2 2025[39,73] - Net loss decreased by 70% from $(52.3) million in Q2 2024 to $(15.9) million in Q2 2025[73] - Cash, cash equivalents, and marketable securities totaled $191.1 million as of June 30, 2025[75] Product & Commercial Updates - ZORYVE portfolio achieved approximately 16,500 weekly total prescriptions on a rolling 4-week basis[40] - Total prescriptions growth was +13% from Q1 2025 to Q2 2025 and +117% compared to Q2 2024[41] - Over 80% of ZORYVE prescriptions are covered by insurance[49] - Launched ZORYVE foam 0.3% for plaque psoriasis of the scalp and body[28] Research & Development - Anticipated approval of ZORYVE cream 0.05% for atopic dermatitis ages 2-5 with target PDUFA October 2025[28,58] - Phase 2 trial initiated for ZORYVE cream 0.05% in ages 3-24 months for atopic dermatitis[58,62]

Financial Performance - Revenue for 2Q 2025 was $145 million, a decrease of 13.6% compared to $168 million in 2Q 2024[10, 24] - Gross margin was 39.2% in 2Q 2025, compared to 42.9% in 2Q 2024[10, 27] - Adjusted EBITDA was $14 million in 2Q 2025, compared to $27 million in 2Q 2024, with a margin of 9.8% versus 15.9%[10, 27] - Adjusted net loss was $1.936 million, compared to an income of $7.269 million in 2Q 2024[27, 42] Revenue Mix & Growth Pillars - Grills accounted for 51% of revenue, consumables 24%, and accessories 25%[12, 13] - Consumables revenue increased by approximately 7% in 2Q 2025[15] Tariff Mitigation & Project Gravity - The company expects to offset approximately 80% of the $60 million unmitigated tariff exposure for Fiscal Year 2025[6, 16] - Project Gravity is expected to drive $30 million of annualized cost savings once fully implemented, with realized savings expected to be up to $13 million in FY 2025[7, 18] Liquidity & Debt - The company had $180 million in liquidity at the end of 2Q 2025, compared to $175 million in 2Q 2024[20] - Net debt was $402 million in 2Q 2025, compared to $409 million in 2Q 2024[20] Fiscal Year 2025 Guidance - Total revenue is projected to be between $540 million and $555 million[29] - Gross margin is expected to be between 40.5% and 41.5%[29] - Adjusted EBITDA is projected to be between $66 million and $73 million[29]

MaxCyte's SPL Portfolio Overview - MaxCyte has a portfolio supported by 14 SPL clients with 18 active clinical programs and 1 commercial program[3] - The company has 31 SPL agreements[4] - There are 18 programs currently in clinical development[4] - These 18 active clinical programs represent approximately $210 million of precommercial milestone potential[6] Clinical Trial Landscape - The SPL portfolio includes 22 active clinical trials[10] - MaxCyte supports clinical trials across multiple therapeutic areas, including genetic diseases, blood cancer, solid tumors, and autoimmune diseases[11, 15] - There are 4 clinical/commercial programs for genetic diseases, 8 for blood cancer, 5 for solid tumors, and 5 for autoimmune diseases[15] Future Growth and Revenue - MaxCyte anticipates significant development milestones and high-value participation in future commercial success of partners' programs, driving revenue growth[22] - A successful SPL program could generate approximately $12 million in development/regulatory milestones and around $79 million in aggregate royalty payments, with a $025 million annual license fee[22] - The company supports a diverse portfolio of product candidates with significant development milestone and commercial royalty potential across different "waves" of product development[17]

Second Quarter 2025 Financial Results Conference Call August 6, 2025 Matt, an XDEMVY® Patient Today's Speakers Bobby Azamian, MD, PhD CEO & Chairman Aziz Mottiwala Chief Commercial Officer Jeff Farrow Chief Financial & Strategy Officer 2 | © Tarsus Pharmaceuticals | For Investor Purposes Only Forward-Looking Statements This presentation contains forward-looking statements that involve risks and uncertainties. These statements and the most recent Form 10-Q quarterly filing filed with the SEC include statemen ...

Marqeta Earnings Supplement August 6, 2025 Quarterly Total Processing Volume (TPV) 29% $71B $74B $80B $84B $91B Q2 '24 Q3 '24 Q4 '24 Q1 '25 Q2 '25 The forward-looking statements in this earnings supplement are based on information available to Marqeta as of the date hereof. Marqeta disclaims any obligation to update any forward-looking statements, except as required by law. 1 Investors and others should note that Marqeta announces material financial information to its investors using its investor relations ...