Financial presentation 1 For relevant non-GAAP reconciliations, see Q4 FY25 earnings release furnished on Form 8-K on February 20, 2025. cc = constant currency 2 Total revenues to accompany management commentary FY26 Q3 Guidance The following forward-looking statements reflect the Company's expectations as of November 20, 2025, and are subject to substantial uncertainty. The Company's results may be materially affected by many factors, such as fluctuations in foreign currency exchange rates, changes in glob ...

November 20, 2025 Fourth Quarter 2025 Earnings Presentation and Business Update Cautionary Statements This presentation is provided for general informational purposes only and it does not include every item which may be of interest, nor does it purport to present full and fair disclosure with respect to Atkore Inc. (the "Company" or "Atkore") or its operational and financial information. Atkore expressly disclaims any current intention to update any forward-looking statements contained in this presentation ...

Aldeyra Therapeutics (NasdaqCM:ALDX) 2025 Conference November 20, 2025 06:30 AM ET Behind dry eye, we have other immunology assets. We have an exciting oral compound in phase one for atopic dermatitis. We have an injection for the dry form of age-related macular degeneration, which is another disease we will all get if we're fortunate to live long enough. A lot of exciting things behind our most advanced product. We've been obviously getting a lot of questions about the PDUPHA. I'm sure we'll talk about tha ...

Atai Life Sciences (NasdaqGM:ATAI) 2025 Conference November 20, 2025 06:30 AM ET Speaker0 Welcome to the last day of our Jefferies Healthcare Conference. I'm Andrew Tai, Senior Biotech Analyst at Jefferies. Thanks for joining in, and it's my pleasure to have the Atai team with me. To my direct left is Srinivas, CEO, and to his left is Kevin Craig, CMO. Welcome, both of you. Speaker1 Thank you very much for having us. Speaker0 As an introduction, I think we all know you're pursuing psychedelics in general. M ...

Nektar Therapeutics (NasdaqCM:NKTR) 2025 Conference November 20, 2025 06:00 AM ET Company ParticipantsJonathan Zalevsky - Chief Research and Development OfficerConference Call ParticipantsRoger Song - Senior AnalystRoger SongAll right. Welcome, everyone, to Jefferies Linda Healthcare Conference 2025, last day. Thank you for everyone in the room. And my name is Roger Song, one of the senior analysts covering biotech in the U.S. It is my pleasure to have a fireside chat with our next company, Nektar Therapeut ...

Business Performance - VNET's wholesale IDC business capacity in service increased by 109MW, a 16.1% QoQ increase, reaching 783MW[8] - Utilized capacity in the wholesale IDC business increased by 70MW, a 13.8% QoQ increase, reaching 582MW, with a utilization rate of 74.3%[8] - Total net revenues reached RMB2,582 million, a 21.7% YoY increase and a 6.1% QoQ increase[8] - Wholesale IDC revenues reached RMB956 million, an 82.7% YoY increase and an 11.9% QoQ increase[8] - Adjusted EBITDA reached RMB758 million, a 27.5% YoY increase and a 3.5% QoQ increase[8] Guidance - Total net revenues guidance raised to RMB9,550 - 9,867 million, reflecting a 16% - 19% YoY increase[8] - Adjusted EBITDA guidance raised to RMB2,910 - 2,945 million, reflecting a 24% - 26% YoY increase[8] - FY2025 capex is expected to be RMB10 billion – 12 billion[58] Customer Orders - Secured three wholesale orders totaling 63MW in 3Q25, including a 20MW order from a leading cloud services provider, a 40MW order from an internet company, and a 3MW order from an intelligent driving company[8] - Secured a 32MW order from an internet company in 4Q25[8] - Secured a combined capacity of around 2MW in multiple retail data centers from customers in various industries in 3Q25[8]

3Q25 INVESTOR PRESENTATION November 2025 \\firmwide.corp.gs.com\ibdro ot\projects\IBD- HK\soundman2020\664232 _1\Graphics\Ai\01_Project Guyu_Cover.ai \\firmwide.corp.gs.com\ibdro ot\projects\IBD- HK\soundman2020\664232 _1\Graphics\JPEG\01_Proj ect Guyu_Cover-01.jpg \\firmwide.corp.gs.com\ibdro ot\projects\IBD- HK\soundman2020\664232 _1\Graphics\Ai\01_Project Guyu_Cover.ai \\firmwide.corp.gs.com\ibdro ot\projects\IBD- 1 HK\soundman2020\664232 _1\Graphics\JPEG\01_Proj ect Guyu_Cover-01.jpg 02 June 2021 Safe H ...

NetEase 3Q25 Investor Presentation Investor Relations November 20, 2025 SAFE HARBOR STATEMENT This announcement contains statements of a forward-looking nature. These statements are made under the "safe harbor" provisions of the U.S. Private Securities Litigation Reform Act of 1995. You can identify these forward-looking statements by terminology such as "will," "expects," "anticipates," "future," "intends," "plans," "believes," "estimates" and similar expressions. In addition, statements that are not histo ...

Summary of Syndax Pharmaceuticals Conference Call Company Overview - **Company**: Syndax Pharmaceuticals (NasdaqGS:SNDX) - **Focus**: Oncology, specifically hematology with two approved products: Revuforj and Niktimvo [3][4] Key Products and Market Opportunities Revuforj - **Indications**: Approved for acute AML (KMT2A and NPM1) and ALL, targeting 40-50% of patients in relapsed refractory settings [3][4] - **Market Potential**: Estimated $2 billion opportunity in the relapsed refractory setting, with expansion into frontline therapy [4][9] - **Launch Performance**: Strong initial uptake with 70% of patients treated in second or third line; approximately one-third of patients are going to transplant [8][9] - **Patient Outcomes**: 50% overall response rate, with a duration of response of 23 months for responders [20][21] - **Future Growth**: Anticipated increase in patients returning for maintenance therapy post-transplant, potentially reaching 70-80% [24][25] Niktimvo - **Indications**: Approved for chronic GVHD in the third-line setting, with ongoing expansion into earlier lines [4][37] - **Market Potential**: Initial $2 billion opportunity, with potential growth to $5 billion as it moves into frontline settings [37][38] - **Launch Performance**: High patient persistency rates of 80-90% since launch [10][11] - **ASH Presentations**: Over 10 presentations planned, focusing on long-term therapy and real-world data [39][41] Clinical Trials and Research - **ASH Conference**: 23 abstracts submitted, with significant data expected for both Revuforj and Niktimvo [5][6] - **Ongoing Trials**: - **Revuforj**: Evolve trial comparing Venaza (Venetoclax and Azacitidine) with Revuforj in newly diagnosed patients [28][29] - **Niktimvo**: Phase 2 trial in IPF, targeting a large patient population with a new mechanism of action [44][45] Financial Outlook - **Profitability Guidance**: Expected to achieve profitability in the next few years, supported by stable expenses and robust revenue growth from both products [46] Additional Insights - **Physician Feedback**: Positive experiences reported with Revuforj, with no significant changes in prescribing behavior despite label updates [16][17] - **Patient Management**: Emphasis on the importance of monitoring and managing patient treatment duration, with expectations of increased therapy duration as maintenance becomes more common [27][28] This summary encapsulates the key points discussed during the conference call, highlighting the strategic direction and market potential for Syndax Pharmaceuticals' products.

iRhythm Technologies Conference Summary Company Overview - **Company**: iRhythm Technologies (NasdaqGS: IRTC) - **Industry**: Digital healthcare focused on cardiac monitoring - **Event**: Jefferies London Healthcare Conference, November 20, 2025 Key Points Product and Technology - iRhythm's Zio platform combines hardware, software, and services for cardiac monitoring [2][4] - The Zio Monitor is a patented wearable biosensor that can be worn for up to 14 days, capturing an average of 1.5 million heartbeats [3][4] - The company has developed a second-generation FDA-cleared deep-learning algorithm, with a third generation in development [4] Financial Performance - Reported revenue for Q3 was $192.9 million, representing a year-over-year growth of 30.7% [5][23] - The company serves over 2 million patients annually and has a 30% share in its core market [5] - Guidance for full-year revenue is between $735 million and $740 million, indicating a 24-25% year-over-year growth [24] Market Opportunity - iRhythm identifies a total addressable market (TAM) of 27 million patients who are candidates for Zio monitoring [5][12] - The U.S. market for long-term continuous monitoring is approximately 3 million tests, where iRhythm holds over 70% market share [9] - Internationally, the company is targeting 5 million tests in prioritized countries, including the U.K., Japan, and several Western European nations [10][11] Clinical Evidence and Research - iRhythm has published 125 scientific manuscripts demonstrating the clinical and economic superiority of the Zio platform [6] - The company has a database of 2.5 billion hours of curated ECG data, enhancing the effectiveness of its AI tools [6] Strategic Initiatives - The company is pursuing a "Land and Expand" strategy to penetrate primary care markets [14][15] - EHR integration is a key focus, with over 50% of volume running through EHR systems, enhancing workflow efficiency [20][21] - iRhythm is developing a multivitals platform to gather additional patient data, targeting adjacent markets such as sleep monitoring [22][23] Financial Health and Future Outlook - Gross margin expanded to 71.1% in the most recent quarter, with a long-term target of 72-73% by 2027 [24] - Adjusted EBITDA margin was 11.2%, with a target of 15% by 2027 [24] - The company expects to be free cash flow positive for the first time in 2025, marking a significant milestone [25] Conclusion - iRhythm Technologies is well-positioned for sustainable growth, with significant market expansion opportunities and a strong focus on innovation and operational efficiency [26]