November 10, 2025 Earnings Conference Call Q3 2025 Safe Harbor | Note Regarding Forward-Looking Information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are those involving future events and future results that are based on current expectations as well as the current beliefs and assumptions of management of Identiv and can be identified by words such as "anticipate," "believe," "continue," "plan," ...

Q3`25 Review Nov 10, 2025 Q3'25 Fold Holdings, Inc. Company highlights Disclaimer Forward looking statements This Presentation contains certain forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or the Company's future financial or operating performance. For example, statements regarding anticipated growth in the industry in which the Company operates and anticipated growth in demand for the Company's products and servic ...

Investor Presentation November 2025 © 2025 ON24, Inc. | Confidential Legal Disclaimer This presentation contains "forward-looking statements" under applicable securities laws. Such statements can be identified by words such as: "outlook," "expect," "convert," "believe," "plan," "future," "may," "should," "will," and similar references to future periods. Forward-looking statements include express or implied statements regarding our expected financial and operating results, the execution of our capital return ...

CoreWeave Q3'25 Earnings Presentation November 10, 2025 1 2 Q3'25 at a Glance STRONG REVENUE TRAJECTORY Q1' 25 QoQ Revenue $1.4 billion ADJUSTED EBITDA3 ADJUSTED OPERATING INCOME3 61% Margin $838 million $217 million 16% Margin up 134% YoY STRONG REVENUE TRAJECTORY REVENUE BACKLOG1 $55.6 billion up 271% YoY REVENUE STRONG REVENUE TRAJECTORY CAPITAL EXPENDITURES 2 $1.9 billion $(41) million (3)% Margin ADJUSTED NET INCOME (LOSS) 3 Forward-Looking Statements This presentation contains "forward-looking stateme ...

Summary of Summit Therapeutics Conference Call Company Overview - **Company**: Summit Therapeutics (NasdaqGM:SMMT) - **Lead Molecule**: Ivonesimab, a PD-1 and VEGF bispecific antibody designed to enhance safety and efficacy in cancer treatment [8][9][10] Key Points and Arguments Mechanism of Action - Ivonesimab is engineered to combine PD-1 and anti-VEGF mechanisms, targeting both pathways to improve patient outcomes [8] - The molecule has a shorter half-life, which is intended to reduce risks associated with traditional anti-VEGF therapies, such as bleeding and hypertension [9][10] - Cooperative binding in the presence of VEGF ligands enhances the binding affinity to PD-1, potentially increasing effectiveness in the tumor microenvironment [11] Clinical Trials and Results - **Harmony Trials**: Four phase three trials have been conducted, all yielding positive results. Notably, Harmony A showed a statistically significant overall survival (OS) benefit with a hazard ratio of 0.74 [12][13][14] - The Harmony A trial demonstrated that ivonesimab can provide a significant OS benefit where PD-1 plus VEGF therapies have historically failed [14] - Consistency in data across Harmony A and Harmony global studies indicates a reliable benefit-risk profile for ivonesimab [15][20][21] Regulatory and Market Strategy - The company plans to submit a Biologics License Application (BLA) in Q4 2025, based on the favorable benefit-risk profile observed in trials [29][30] - The FDA has been engaged throughout the trial process, and the company is confident in the submission leading to approval [29][31] Future Trials and Expansion - Harmony 6 is a trial comparing ivonesimab plus chemotherapy against atezolizumab plus chemotherapy in squamous non-small cell lung cancer, with promising early results [36][40] - The company is expanding its clinical trials into colorectal cancer and other solid tumors, with 14 phase three trials currently in progress [67][69] - Enrollment for Harmony 3 is progressing rapidly, with expected readouts for squamous in the second half of 2026 and non-squamous in early 2027 [53][54] Competitive Landscape - The competitive landscape is intensifying with major players like Pfizer and BioNTech entering the PD-1 and VEGF space [72] - Summit Therapeutics aims to differentiate itself through novel combinations and collaborations, such as with RevMedica for RAS inhibitors [74][75] - The checkpoint inhibitor market is projected to exceed $90 billion by 2030, indicating significant growth potential despite competition [77] Upcoming Catalysts - Key upcoming events include the readout of Harmony 3, BLA filing for EGFR, and further updates on colorectal cancer trials [81][83] Additional Insights - The company emphasizes the importance of maintaining a manageable safety profile while achieving efficacy, which is critical for gaining physician trust and patient enrollment [22][54] - The consistency of ivonesimab's performance across trials suggests a robust mechanism of action that could lead to broader applications in oncology [68][69]

MBX Biosciences (NasdaqGS:MBX) FY Conference November 10, 2025 03:30 PM ET Company ParticipantsKent Hawryluk - Founder, President, and CEOSam Azoulay - CMOModeratorThanks for joining us here at Guggenheim's second annual Healthcare Innovation Conference. Really thrilled to have MBX Biosciences here with us again. To my right is Kent Hawryluk, the President and CEO of MBX, also a founder, and Sam Azoulay, the Chief Medical Officer as well. Just to kind of orient us to the MBX story, Kent, Sam, again, thanks ...

Vilastobart (anti-CTLA-4) in MSS mCRC Patients with High Plasma TMB November 10, 2025 1 Forward-Looking Statements and Disclaimers This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, statements regarding plans, timing and expectations related to: development timelines and anticipated milestones for Xilio's programs; the timing and receipt of future payments under Xilio's collaboration or ...

The statements in this presentation regarding expectations of future events or results, including SI-BONE's expectations of continued revenue and procedure growth and financial outlook, are "forward-looking" statements. These forward-looking statements are based on SI-BONE's current expectations and inherently involve significant risks and uncertainties. These risks include SI-BONE's ability to introduce and commercialize new products and indications, SI-BONE's ability to maintain favorable reimbursement fo ...

Financial Performance - Total revenue for Q3 2025 was $78 million, a 43% decrease year-over-year[35] - Adjusted EBITDA for Q3 2025 was $13 million, compared to $22 million in Q3 2024[37] - Free cash flow for Q3 2025 was -$1 million, impacted by $55 million in severance payments and a $75 million settlement payment[39] - Capital Expenditures (CapEx) in Q3 2025 were $6 million, down 63% year-over-year[39] - The company ended the quarter with $112 million in cash and investments, resulting in a net cash balance of $49 million[42] Business Strategy and Outlook - The company is splitting into two units: Chegg Skilling (growth business) and legacy academic services (cash flow generation)[8] - Chegg Skilling is expected to have sustainable double-digit growth[8] - Chegg Skilling revenue is expected to increase approximately 14% year-over-year in Q4 2025, driving total revenue of approximately $70 million for the year[10] - Q4 2025 total net revenue is guided to be between $70 million and $72 million[44] - Q4 2025 Adjusted EBITDA is guided to be between $10 million and $11 million[44] - Full-year 2025 CapEx is anticipated to be approximately $27 million, with a targeted further reduction of approximately 60% in 2026[39]

Acquisition of Ask Sage - BigBear.ai announced the acquisition of Ask Sage, an advanced generative-AI platform tailored for government agencies and highly regulated industries[11, 13] - Ask Sage's ARR grew 6X from '24-'25 and currently serves 16,000 government teams[13] - Ask Sage offers a secure platform for AI use in USG/DoD, reliable data and system connectivity, a marketplace for AI-powered tools, and services for custom AI apps[26] - Synergies between Ask Sage and BigBear.ai include cross-selling, customer expansion, tech integration, and go-to-market strategies[28] Financial Highlights (Q3 2025) - The company reported a record ending cash and investments balance of $715 million[33, 34] - The company had a net positive cash and investments position of almost $575 million as of the end of Q3[34] - For the three months ended September 30, 2025, net loss was $2521 thousand, compared to a net loss of $15135 thousand for the three months ended September 30, 2024[40] - For the three months ended September 30, 2025, Adjusted EBITDA was $(9401) thousand[40] - Revenues for the three months ended September 30, 2025 were $33143 thousand with a gross margin of 22.4% and an adjusted gross margin of 27.7%[43] Strategic Focus - The company focuses on disruptive AI software for national security, smart & secure travel & trade, and dual-use platform-level AI[18, 19]