IsoBio's Vision and Strategy - IsoBio seeks to develop antibody-isotope conjugates (AICs) using ASP Isotopes (ASPI) manufactured isotopes, targeting well-known targets to minimize off-target toxicities[12] - IsoBio plans to leverage ASPI's technology to reduce isotope supply chain uncertainty and develop novel isotopes for radiotherapeutics and diagnostics[11] - IsoBio intends to develop monoclonal antibody-isotope conjugates (AICs) against derisked targets with proven antibodies for solid tumors and hematologic malignancies[11] - IsoBio may partner with large cap pharma companies to advance their antibody candidates with reliable access to isotopes and in-house CMC expertise[11] ASP Isotopes' Capabilities and Advantages - ASP Isotopes has the ability to make stable isotopes using its proprietary technologies: Aerodynamic Separation Process and Quantum Enrichment[16, 24] - PET Labs, a subsidiary of ASP Isotopes, supplies approximately 85% of PET Radioisotopes in Sub Saharan Africa[19] - ASP Isotopes' enrichment plants are designed to harvest and enrich a natural mix of isotopes, producing zero waste[26] Market Opportunity and Investment - The radiopharmaceutical market is expected to grow from $67 billion in 2024 to more than $13 billion by 2033[40] - Recent acquisitions suggest large cap pharma players have confidence in the future of RLTs, such as Eli Lilly acquiring Point Biopharma for $14 billion[40]

Financial Performance - ILPT announced a quarterly distribution on its common shares of $005 per share[11] - Net loss attributable to common shareholders was $2131 million or $032 per diluted share[14] - Normalized FFO attributable to common shareholders was $1381 million or $021 per diluted share[14] - NOI increased by 15% to $8756 million and Cash Basis NOI increased by 21% to $8467 million compared to Q2 2024[14] Portfolio and Leasing Activities - Approximately 76% of annualized rental revenues are generated from investment grade tenants or their subsidiaries and Hawaii land leases[13][14] - Occupancy of the portfolio was 943%[14] - Executed 171000 square feet of new and renewal leases at rental rates 211% higher than prior rates with a weighted average lease term of 48 years[14] - Only 36% or 21 million square feet of leased space is set to expire in the next 12 months[14] Debt and Capital Structure - Refinanced $1235 billion of floating rate debt with $116 billion of fixed rate debt due July 2030 using $75 million of cash on hand[14] - Ended the quarter with $586 million of cash on hand excluding restricted cash[14] - Net debt to total gross assets was 699%[30]

Materion Corporation 2Q 2025 Earnings Presentation July 30, 2025 © 2025 Materion Corporation | Agenda | | | --- | --- | | Introduction | Kyle Kelleher – Director, Investor Relations and Corporate FP&A | | Opening Remarks & Business Update | Jugal Vijayvargiya – President and Chief Executive Officer | | Financial Review | Shelly Chadwick – Vice President and Chief Financial Officer | | Q&A | Question and Answer Session | 2 © 2025 Materion Corporation Forward-looking Statements and Non-GAAP Financial Informat ...

Portfolio & Strategy - InvenTrust owns 67 retail properties[11], with a focus on the Sun Belt region, where 97% of their properties are located[11] - 85% of InvenTrust's annualized base rent (ABR) is derived from grocery-anchored centers[11] - The company is actively tracking over $1 billion in acquisition opportunities exclusively in current and target Sun Belt markets[29] - InvenTrust is moving towards 100% Sun Belt concentration[20] Financial Performance & Guidance - Q2 2025 Core Funds From Operations (FFO) per diluted share was $0.44[22] - The tenant retention rate was 91%[22], and leased occupancy reached 97.3%[22] - Comparable leasing spreads for new and renewals were 16.4%[22] - Net Debt-to-Adjusted EBITDA stood at 2.8x[22] - The company maintains total liquidity of $787 million[22] - Full year 2025 Core FFO per diluted share is projected to be between $1.79 and $1.83, representing a growth of 3.5% to 5.8%[12] - Same Property Net Operating Income (SPNOI) growth for 2025 is guided at 4.0% to 5.0%[12]

Q2 2025 Performance Highlights - The company's organic revenue grew by 10%, indicating strong alignment with customer priorities[8] - Adjusted EBITDA increased by 17%, reaching $96 million, driven by higher volume and improved Columbia Class profitability[8, 10] - Adjusted EBITDA margin expanded by 70 bps to 11.6%[8, 10] - Quarterly bookings totaled $853 million, exceeding revenue and demonstrating strong customer demand[8] - Total backlog increased by 9% to $8607 million, reflecting consistent customer demand[10] - Adjusted Diluted EPS increased by 28% from $0.18 to $0.23[10] Segment Results - Advanced Sensing and Computing (ASC) revenue increased by 10% to $542 million, with Adjusted EBITDA increasing by 41% to $38 million[13] - Integrated Mission Systems (IMS) revenue increased by 9% to $290 million, with Adjusted EBITDA increasing by 5% to $58 million[13] Revised 2025 Guidance - The company increased its full-year revenue growth expectation to 9%-11%[8, 15]

2Q25 EARNINGS CONFERENCE CALL JULY 30, 2025 © 2025 Tradeweb Markets LLC. All rights reserved. 113 112 115 239 178 30 167 101 115 140 214 236 142 204 122 179 179 182 253 212 142 166 140 158 Disclaimers The information in this presentation is current only as of its date and may have changed. We undertake no obligation to update this information in light of new information, future events or otherwise. Basis of Presentation Tradeweb Markets Inc. (unless the context otherwise requires, together with its subsidia ...

Financial Performance Highlights - Net interest income increased to $467 million in 2Q 2025, which included $29.1 million in contractual accretion income and $13.1 million from accelerated loan payoffs[54] - Noninterest income rose to $222.2 million in 2Q 2025, driven by strong fund services income, higher card purchase volume, and increased 12b-1 fees, including a $37.7 million gain on investment securities[54] - Operating PTPP (Pre-Tax, Pre-Provision) income reached $309.2 million, or $4.06 per diluted share[54] - Average total deposits grew to $55.649 billion in 2Q 2025, with average noninterest-bearing deposits (DDA) increasing by $975 million to $14.403 billion[55] - The FTE Net Interest Margin was 3.10%, which included a $42.2 million benefit from purchase accounting accretion; excluding PAA, the core NIM was 2.83%[55] Balance Sheet and Credit Quality - Average loans increased to $36.407 billion in 2Q 2025, led by C&I growth, followed by owner-occupied and investment CRE[55] - The allowance for credit losses on total loans was 1.06%[55] - Net charge-offs were 0.17% of average loans, with legacy UMB NCOs at 0.13%[55] HTLF Acquisition Impact - $42.2 million in net interest income accretion was recognized in 2Q 2025 related to the HTLF acquisition[44] - Core deposit intangible amortization related to the HTLF acquisition was $(21.6) million in 2Q 2025[45] Business Segment Performance - Commercial & Personal Banking Services revenue was $514.9 million in 2Q 2025, with average deposits of $39 billion[8] - Institutional Banking Services revenue was $174.3 million in 2Q 2025, with average deposits of $16.6 billion and $600.6 billion in AUA[10]

Financial Performance - The company's net revenues for the second quarter of 2025 were $1,284 million[4], a 6% increase year-over-year[6] - Net income available to common shareholders was $186 million[6], a 5% increase year-over-year[6] - Diluted EPS was $1.71[6], a 7% increase year-over-year[6] Wealth Management - Global Wealth Management net revenue reached $846 million in the second quarter of 2025[33], up 6% year-over-year[33] - Total client assets in Global Wealth Management were $516,532 million[35], a 9% increase year-over-year[35] - Fee-based client assets in Global Wealth Management were $206,319 million[35], a 15% increase year-over-year[35] Institutional Business - Total Institutional Group Revenue was $420 million[17], a 7% increase year-over-year[17] - Transactional revenue within the Institutional Group was $191 million[17], a 19% increase year-over-year[17] - Fixed Income revenue within the Institutional Group was $129 million[17], a 21% increase year-over-year[17] Capital and Expenses - The compensation ratio was 58%[6], consistent with the second quarter of 2024[6] - Pre-tax income was $261 million[49], a 4% increase year-over-year[49] - The company repurchased 970,000 shares in the second quarter of 2025[59]

Additional Information about the Merger and Where to Find It July 30, 2025 © 2025 Palo Alto Networks, Inc. All rights reserved. Proprietary and confidential information. Forward-Looking Statements This communication relates to a proposed transaction between Palo Alto Networks, Inc. ("PANW") and CyberArk Software Ltd. ("CyberArk"). This communication includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historic ...

36.8% July 30, 2025 Q2 2025 BUSINESS UPDATE TO ACCOMPANY MANAGEMENT COMMENTARY FORWARD-LOOKING STATEMENTS JULY 30, 2025 This presentation contains a number of forward-looking statements as defined under U.S. federal securities laws, including, but not limited to, statements, estimates, and projections relating to our business and long-term strategy; our ambitions, goals, targets, and commitments; our activities, efforts, initiatives, plans, and programs, and our investments in such activities, efforts, init ...