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 ...

Cautionary Statements Cautionary Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements may be identified by their use of terminology such as "believes," "expects," "anticipates," "may," "will," "should," "seeks," "approximately," "intends," "projects," "plans," "estimates," "targets," or the negative of these words or other comparable terminology. Any ...

Pipeline and Programs - Arcus Biosciences has $927 million in cash, cash equivalents, and marketable securities as of June 30, 2025, funding operations through initial pivotal readouts for domvanalimab, quemliclustat, and casdatifan, including PEAK-1[10] - Casdatifan plus cabozantinib showed a confirmed ORR of 46% in patients who reached a minimum of 12 weeks of follow-up in IO-experienced ccRCC[16] - In first-line PDAC, a Phase 1 study showed a median overall survival (mOS) of 157 months (n=122) for patients treated with a quemliclustat-based regimen, exceeding historical benchmarks for chemotherapy alone (85 – 117 months)[108] - The company is targeting substantial market opportunities with three late-stage programs: Post-IO ccRCC (~$2B), IO-naive ccRCC (~$3B), 1L Gastric/GEJ/EAC (~$3B), 1L NSCLC (~$10B), and 1L PDAC (>$4B)[12] Casdatifan (HIF-2α Inhibitor) - Casdatifan plus cabozantinib in IO-experienced ccRCC demonstrated a high confirmed overall response rate (cORR) of 46% with a low rate of primary progression of 4%[29] - Casdatifan monotherapy in 2L+ ccRCC showed a confirmed ORR ranging from 21% to 33% across three cohorts, with median progression-free survival (PFS) of 97 months in the 50mg BID cohort[53] - Casdatifan achieves similar PD effect (EPO suppression) at only 20mg, one-fifth the "going forward" dose of 100mg[21] Domvanalimab (Anti-TIGIT mAb) - In the Phase 2 EDGE-Gastric study, patients with TAP ≥ 5% had a median PFS of 138 months, while those with TAP < 5% had a median PFS of 113 months[82] - In 1L PD-L1 High NSCLC, domvanalimab + zimberelimab showed a median PFS of 93 months compared to 54 months for zimberelimab alone, with a HR of 067[90] - In 1L PD-L1 High NSCLC, domvanalimab + zimberelimab showed a HR of 064 for overall survival (OS) compared to zimberelimab alone[90] Partnerships - Arcus retains co-promotion rights and profit share in the US, with high-teens to low-20's royalties on ex-US sales[19] - Taiho has development/commercial rights in Japan and the rest of Asia (ex-China), with up to $275 million in milestones per program and high single-digit to mid-teens royalties[19]

OBDC Highlights - OBDC's portfolio has a size of $169 billion across 233 portfolio companies[2] - The asset mix is heavily weighted towards senior secured debt, with 81% senior secured and 76% first lien investments[2] - The portfolio yield is 106% and the dividend yield is 104%[2] - OBDC's net debt-to-equity leverage is 117x[2] - The company's market capitalization is $72 billion[2] Blue Owl's Credit Platform - Blue Owl manages a market-leading credit business with $146 billion in AUM[3,10] - Diversified lending accounts for $75 billion of the credit platform's AUM[10] - BDCs make up more than half of Blue Owl's Credit platform AUM[10] Investment Strategy and Portfolio - Blue Owl primarily focuses on making debt and equity investments in U S upper middle-market companies[3] - The company's direct lending platform has extensive sponsor relationships with 800+ financial sponsors[3,13,35] - The average annual net loss rate is 7 basis points since the inception of the direct lending business in 2016[3] Financial Performance - The company has a total return of 92% since inception[32,35] - The portfolio is downside protected, with 81% senior secured and 98% floating rate investments[32] - The company's Q2 2025 net asset value per share was $1503[38]

Preterm Birth Challenge - Preterm birth affects 1 in 10 babies[9], contributing to 342% of newborn deaths[9, 14] - The US preterm birth rate increased from 94% to 104% between 2013 and 2023[11] - In 2016, the average cost to manage complications of prematurity in the US was $64,815 per preterm birth[17] - Preterm births account for 61% of neonatal costs for in-hospital deliveries[17] - 50% of women who deliver prematurely have no known risk factors[22] PreTRM Test & AVERT Trial - The PreTRM test is designed to screen women without obvious risk factors for preterm birth, using a blood draw between 18 and 20 6/7 weeks of gestation[32, 34] - The AVERT PRETERM Trial demonstrated that the PreTRM test-and-treat strategy reduced neonatal hospital length of stay by 7 days[57] - The AVERT study showed an 18% reduction in severe neonatal morbidity and mortality with the PreTRM test-and-treat strategy[59, 60] PRIME Trial Results - The PRIME trial (2025) showed that the odds of adverse outcomes on the Neonatal Morbidity Index (NMI) scale were 25% lower in the intervention group compared to the control group (Odds Ratio 075)[90, 93] - The PRIME trial also indicated that infants in the intervention group had an 18% lower risk of prolonged hospital stays (Hazard Ratio 082) when focusing on the 10% with the longest stays[98] - In the full analysis set and intent-to-treat population of the PRIME trial, there was a 20% reduction in odds of NMI and a 22% reduction in odds of NICU admissions[103] Meta-Analysis of PRIME and AVERT - A meta-analysis of the AVERT and PRIME trials demonstrated a 22% decreased risk of prolonged hospital stay[113] - The meta-analysis also showed a 22% decreased odds of Neonatal Morbidity and Mortality (NMI)[120] Economic Value - With 5 million covered lives, the annual cost savings from PreTRM is $148 million, or $296 per covered life, with 39,773 pregnancies eligible and screened[128] - The PreTRM test shows powerful results, with the Number Needed to Screen (NNS) to prevent one NICU day demonstrated in the PRIME and AVERT study to be 3-4[125]

The Sonos Story August 2025 Investor Presentation These forward-looking statements are only predictions and may differ materially from actual results due to a variety of factors, including, but not limited to: difficulties in and effect of implementing improvements to our operating model and cost structure; the risk that restructuring and related charges may be greater than anticipated or not occur in the expected time frame; local law requirements in various jurisdictions regarding elimination of positions ...

Financial Performance - Red Violet achieved $82 million in Q2'25 TTM revenue[17] - The company's Q2'25 TTM Adjusted EBITDA reached $27 million[17] - Red Violet's Q2'25 Adjusted EBITDA margin was 33%[20] - The company's Q2'25 gross revenue retention was 97%[17] - Red Violet's Q2'25 adjusted gross margin was 84%[47] Customer Base - Red Violet has over 9,500 customers as of Q2'25[17] - FOREWARN has over 346,500 users as of Q2'25[52] Market Opportunity - Red Violet operates in a large and growing market with a Total Addressable Market (TAM) exceeding $10 billion[17] Revenue Growth - Red Violet experienced 22% revenue growth in Q2'25 TTM[17] - The company's Q2'25 contractual revenue accounted for 77% of total revenue[50]

Company Overview - Symbotic is an AI-enabled technology platform transforming the supply chain[17] - The company's AI/software platform drives actionable insights from goods and location data to improve inventory optimization and order accuracy[19] - Symbotic has a transformative technology platform with 46 systems in deployment and 42 operational systems[23] - The company has deep relationships with blue-chip customers and a $224 billion contracted backlog[55] Financial Performance - Symbotic experienced approximately 36% year-over-year revenue growth[23] - The company has a highly visible growth profile underwritten by approximately $224 billion contracted backlog[57] - In FY24, total revenue reached $1788 million, and adjusted EBITDA was $62 million, while GAAP net loss was approximately $85 million[59, 62] - The company is generating positive EBITDA with margin upside and strong free cash flow generation[57] Market Opportunity and Strategy - Symbotic is addressing existential threats such as labor pressures, evolving omni-channel strategies, and SKU proliferation with its AI-powered automation[13, 15] - The company is disrupting large addressable markets, including a $432 billion one-time system sales opportunity in operator-owned warehouses and a $500 billion+ "outsourced" incremental annual warehouse-as-a-service opportunity[26] - Symbotic has a long-term growth strategy targeting multiple vectors, including grocery, general merchandise, 3PL, apparel, CPG, and home improvement[51]