Industry and Company Overview * **Industry**: Biotechnology and pharmaceuticals * **Company**: Incyte Corporation * **Focus**: Drug development and commercialization Key Financial Highlights * **2024 Revenue**: $3.1 billion (up 14% Y/Y) * **Revenue Growth**: ~17% CAGR over the past 5 years * **Strong Balance Sheet**: ~$2 billion in cash and no debt Pipeline and Pipeline Programs * **Niktimvo™**: Approved for 3L+ cGVHD, with potential for label expansion into 1L cGVHD * **Retifanlimab**: sBLA submitted for SCAC, with potential to become the new standard of care * **Tafasitamab**: sBLA submitted for r/r FL, with potential for label expansion into 1L DLBCL * **Ruxolitinib Cream**: sNDA submitted for pediatric AD, with potential for label expansion into PN and HS * **Povorcitinib**: Phase 3 studies in HS, vitiligo, and prurigo nodularis, with potential for best-in-class efficacy * **mCALR**: Proof-of-concept data expected in 2025, with potential to eradicate the malignant clone in MF and ET patients * **CDK2 Inhibitor**: Phase 1 data in ovarian cancer, with potential for pivotal trial initiation in 2025 High Impact Pipeline Programs * **Povorcitinib**: Addressing significant unmet needs in HS, vitiligo, and prurigo nodularis * **mCALR**: Targeting mutated calreticulin in MF and ET patients * **CDK2 Inhibitor**: Targeting cyclin-dependent kinases in ovarian cancer Key Catalysts for 2025 * **Ruxolitinib Cream approval for pediatric AD** * **Povorcitinib data in HS, vitiligo, and prurigo nodularis** * **mCALR proof-of-concept data** * **CDK2 inhibitor pivotal trial initiation** * **Potential high impact launches by 2030** Conclusion Incyte is well-positioned for growth in 2025 and beyond, with a strong pipeline of innovative drugs addressing significant unmet needs in various indications. The company's focus on novel biology and high patient impact positions it for long-term success.

Gilead in 2025 J . P. M o r g a n H e a l t h c a r e C o n f e r e n c e 13 January 2025 Forward-Looking Statements Statements included in this presentation that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Gilead cautions readers that forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially. These risks and uncertainties include those relating to: ...

Summary of the 43rd Annual J.P. Morgan Healthcare Conference Industry Overview - The conference is focused on the healthcare industry, featuring a wide range of companies from pharmaceuticals, biotechnology, medical devices, and healthcare services. Key Points and Arguments 1. **Conference Dates and Location**: The conference is scheduled from January 13 to January 16, 2025, at The Westin St. Francis in San Francisco, California [1][10][14]. 2. **Keynote Speakers**: Notable keynote speakers include Jamie Dimon, Chairman and CEO of JPMorgan Chase, and General (Ret.) Mark A. Milley, former Chairman of the Joint Chiefs of Staff [1][10][14]. 3. **Diverse Participation**: The agenda includes presentations from a variety of companies such as Bristol Myers Squibb, Roche Group, Johnson & Johnson, Pfizer, and many others, indicating a broad representation of the healthcare sector [1][10][14]. 4. **Thought Leadership Panels**: The conference features thought leadership panels that focus on various topics, including women's health and digital health, highlighting current trends and innovations in the industry [3][8][12]. 5. **Networking Opportunities**: Attendees have opportunities for networking through sessions and Q&A segments, which are integral for fostering connections within the healthcare community [2][7][11]. Important but Overlooked Content 1. **Lunch Arrangements**: Lunch is served in the Grand Ballroom with limited capacity, and overflow options are available, which may affect attendee experience and networking opportunities [2][11]. 2. **Digital Conference Features**: Video feeds of keynote sessions will be broadcasted in multiple rooms, ensuring wider access to presentations for attendees [2][11]. 3. **Private Company Sessions**: There are specific sessions dedicated to private companies, which may provide insights into emerging players in the healthcare market [1][10][14]. This summary encapsulates the essential details and insights from the conference agenda, emphasizing the significance of the event in the healthcare industry.

J.P. Morgan Healthcare Conference January 13, 2025 Safe Harbor Statement In addition to historical facts, this presentation contains forward-looking statements that involve a number of risks and uncertainties. These statements include, but are not limited to, statements related to: the benefits to be derived from our products and product candidates; the value our products and/or our product candidates may bring to patients; the continued success of INGREZZA; successfully launching CRENESSITY; our financial ...

Summary of Nuvation Bio's Conference Call Company Overview - **Company**: Nuvation Bio - **Focus**: Oncology, specifically targeting unmet needs with best-in-class drugs - **Key Products**: Taletrectinib (ROS1 inhibitor), Safusidenib (mIDH1 inhibitor), NUV-1511 (drug-drug conjugate), NUV-868 (BET inhibitor) [3][4][63] Key Points Taletrectinib - **Indication**: Advanced ROS1+ NSCLC - **Approval Status**: Approved in China; NDA accepted by U.S. FDA for priority review with a PDUFA date of June 23, 2025 [3][5][68] - **Clinical Data**: - Highest overall response rate (ORR) of 89% and median progression-free survival (mPFS) of 46 months in TKI-naïve patients [6][7] - Compared to competitors, taletrectinib shows superior efficacy with a median duration of response (mDOR) of 44 months [6][7] - In the second line setting, taletrectinib also demonstrates a competitive ORR and mPFS [11][12] - **Market Opportunity**: - Estimated U.S. market opportunity of ~$3.8 billion based on 3,000 newly diagnosed patients annually at a price of ~$350,000 per year [21][25] - ROS1+ NSCLC market represents a significant commercial opportunity, with first-generation ROS1 TKIs generating ~$500 million in 2023 despite lower mPFS [17][21] Safusidenib - **Indication**: Diffuse IDH1-mutant glioma - **Development Status**: Entering pivotal studies in 2025 [40] - **Clinical Data**: Early-stage data shows higher response rates than vorasidenib in both low-grade and high-grade gliomas [50] - **Market Potential**: Approximately 13,300 to 18,300 people living with diffuse IDH1-mutant glioma in the U.S. [45] Financial Position - **Cash Balance**: Robust cash position of $549 million as of September 30, 2024, supporting near-term operations [3][65] - **Commercial Stage Potential**: Nuvation Bio is positioned to potentially become a U.S. commercial stage organization as early as mid-2025 [67] Regulatory and Competitive Landscape - **Regulatory Updates**: New NCCN guidelines contraindicate immunotherapy/chemotherapy and recommend ROS1 TKIs for ROS1+ NSCLC [26][30] - **Competitive Advantage**: Taletrectinib's efficacy and safety profile may provide a competitive edge over existing therapies in the ROS1+ NSCLC market [14][31] Additional Insights - **Management Team**: Led by Dr. David Hung, who has a successful track record in biotech [63] - **Pipeline Diversity**: Nuvation Bio has a broad pipeline across multiple stages of development, indicating a strong focus on innovation in oncology [66] This summary encapsulates the critical aspects of Nuvation Bio's conference call, highlighting the company's strategic focus, product pipeline, market opportunities, and financial health.

NVIDIA Healthcare and Life Sciences Kimberly Powell | VP Healthcare and Life Sciences JP Morgan Health Conference 2025 Except for the historical information contained herein, certain matters in this presentation including, but not limited to, statements as to: our market opportunity; the benefits, impact, performance, features, and availability of our products and technologies including NVIDIA AI Agent Platform, NVIDIA AI Blueprints, NVIDIA NeMo, NVIDIA NIM, NVIDIA BioNeMo Platform, NVIDIA Clara, NVIDIA DGX ...

Key Points Industry/Company - **Company**: Biohaven Ltd. - **Industry**: Biotechnology, pharmaceuticals, rare diseases, neuroscience, oncology, immunology, inflammation, and obesity. Core Views and Evidence - **MoDE Platform**: Biohaven's MoDE platform utilizes targeted protein degradation technology to remove disease-causing proteins. This platform has the potential to treat a wide range of diseases, including rare diseases, neurological disorders, oncology, and immunology and inflammation-related conditions. - **Troriluzole**: Troriluzole is a treatment for Spinocerebellar Ataxia (SCA) that has demonstrated significant clinical benefits over a 3-year period in all SCA genotypes. - **Taldefgrobep Alfa**: Taldefgrobep alfa is a treatment for Spinal Muscular Atrophy (SMA) and obesity. It has shown promising results in clinical trials, including significant improvements in motor function and muscle mass in SMA patients. - **BHV-7000**: BHV-7000 is a selective Kv7 activator with potential applications in treating bipolar disorder, major depressive disorder, and epilepsy. - **BHV-2100**: BHV-2100 is a TRPM3 antagonist with potential applications in treating migraine and pain disorders. - **BHV-8000**: BHV-8000 is a brain-penetrant TYK2/JAK1 inhibitor with potential applications in treating Parkinson's disease, anti-amyloid therapy-induced ARIA, Alzheimer's disease, and multiple sclerosis. - **BHV-1400**: BHV-1400 is a Gd-IgA1 degrader with potential applications in treating IgA nephropathy. It has shown rapid, deep, and selective removal of Gd-IgA1 while preserving healthy immune function. - **BHV-1600**: BHV-1600 is a β1AR autoantibody degrader with potential applications in treating peripartum cardiomyopathy (PPCM). It has demonstrated selectivity and deep removal of β1AR autoantibodies while preserving immunity. - **BHV-1300**: BHV-1300 is an IgG degrader with potential applications in treating Graves' disease. It has shown promising results in clinical trials, including selective removal of TSHR-IgG1 autoantibodies. - **BHV-1510**: BHV-1510 is a Trop2 ADC with potential applications in treating advanced or metastatic epithelial tumors. It has demonstrated early clinical activity in phase 1 trials. - **BHV-1530**: BHV-1530 is a FGFR3 ADC with potential applications in treating urothelial cancer. It has shown synergistic activity in vivo with anti-PD-L1 combination. - **BHV-7000**: BHV-7000 is a Kv7.2/7.3 activator with potential applications in treating bipolar disorder, major depressive disorder, and epilepsy. It is nearing completion of pivotal trials with blockbuster potential. Other Important Content - **Market Potential**: Biohaven's degrader platform has a significant market potential, with peak US gross sales potential estimated at $15 billion for degraders and $8 billion for IgG degraders. - **Strategic Collaborations**: Biohaven has entered into strategic collaborations with Merus and GeneQuantum to develop next-generation ADCs and other therapies. - **Financial Updates**: Biohaven has potential royalties from Pfizer's rimegepant and zavegepant sales, with royalty payments expected to be in the low to mid-teens% range. - **Pipeline**: Biohaven's pipeline includes a diverse range of therapies targeting various diseases, with a focus on rare diseases, neurological disorders, oncology, and immunology and inflammation-related conditions.

Company and Industry Overview * **Company**: BioMarin Pharmaceutical Inc. * **Industry**: Biotechnology, specializing in treatments for genetically defined conditions. Key Financial Highlights * **Total Revenues**: $2.1 billion (3Q'24 YTD) * **Non-GAAP Operating Margin**: 27.7% * **Non-GAAP Diluted Earnings Per Share**: $2.60 * **Revenue Growth**: +19% YOY * **Operating Margin Growth**: +7.6 ppts YOY Pipeline and Pipeline Highlights * **VOXZOGO**: * Phase 3 data for 5 indications (achondroplasia, hypochondroplasia, idiopathic short stature, Noonan Syndrome, Turner Syndrome, SHOX deficiency) * Expansion into additional countries, including Europe, Japan, Australia, and Canada * Strong growth potential in the U.S. market * **Palynziq**: * Phase 3 data and U.S. & EU sBLA filings * Expansion of label to include 12-17 year-olds * Potential for $1.25B+ in 2027 operating cash flow * **BMN 390**: * First-in-human study start for PKU with novel PEG * **BMN 351**: * Clinical POC data for Duchenne Muscular Dystrophy * **BMN 349**: * Study start for alpha-1 antitrypsin deficiency * **BMN 370**: * First-in-human study start for von Willebrand disease Business Development and External Innovation * Focus on disciplined deal execution with a focus on Skeletal Conditions, Enzyme Therapies, and First in Genetic Conditions * Strong global commercial infrastructure and world-class research, clinical, and regulatory capabilities * Rich biotech arena with many small companies at R&D stage Financial Outlook * Revenue growth targeting mid-teen CAGR from 2023-2034 * Non-GAAP operating margin targeting 40% in 2027 * Non-GAAP operating cash flow targeting $1.25B+ in 2027 Other Important Points * BioMarin is the global leader in treating genetically defined conditions * Strong execution in 2024, with significant growth in revenues and operating margin * Focus on innovation and growth through a robust pipeline and strategic business development initiatives

Ascendis Pharma A/S J.P. Morgan Healthcare Conference San Francisco January 2025 For investor communication only. Not for use in product promotion. Not for further distribution. Cautionary Note on Forward-Looking Statements 1. Approved in the U.S., EU, and other territories, including Norway, Iceland, Liechtenstein, and Great Britain (covering England, Wales, Scotland). 2. Calculated as unaudited preliminary estimate of full year 2024 SKYTROFA revenue of ~€197 million plus ~€5 million of sales deductions re ...

Industry and Company Overview * **Industry**: Biotechnology and pharmaceuticals, focusing on rare and orphan diseases. * **Company**: BridgeBio Pharma, a clinical-stage biopharmaceutical company developing therapies for rare genetic diseases. Key Recent Achievements * **Clinical Impact**: * Publication of positive clinical trial results for Acoramidis (acoramidis) in Transthyretin Amyloid Cardiomyopathy (ATTR-CM) in the New England Journal of Medicine. * Publication of positive clinical trial results for Infigratinib in Achondroplasia in the New England Journal of Medicine. * Publication of positive clinical trial results for Encaleret in Autosomal Dominant Hypocalcemia Type 1 in the New England Journal of Medicine. * **Regulatory Advancement**: * Infigratinib received Breakthrough Therapy Designation (BTD) for Achondroplasia. * BBP-418 received Rare Pediatric Disease Designation (RPDD) for Limb-Girdle Muscular Dystrophy 2I/R9. * BBP-812 received Regenerative Medicine Advanced Therapy Designation (RMAT) for Canavan Disease. * Approval of Acoramidis (acoramidis) for the treatment of adult patients with ATTR-CM. * **Commercial Momentum**: * Acoramidis (acoramidis) scripts have been written to date. * Positive feedback from payers and healthcare providers regarding Acoramidis (acoramidis) market access. Pipeline Programs * **Attruby (acoramidis)**: A treatment for ATTR-CM, with a global annual market sales of over $6.4 billion. * **Infigratinib**: A treatment for Achondroplasia and Hypochondroplasia, with a market opportunity of over $4 billion. * **BBP-418**: A treatment for Limb-Girdle Muscular Dystrophy 2I/R9, with a market opportunity of over $1 billion. * **Encaleret**: A treatment for Autosomal Dominant Hypocalcemia Type 1, with a market opportunity of over $2 billion. * **BBP-812**: A treatment for Canavan Disease, with a potential to change the disease trajectory for affected patients. * **BridgeBio Oncology Therapeutics**: A separate company focused on oncology therapies. * **GondolaBio**: A separate company focused on rare disease therapies. Financials and Future Outlook * BridgeBio Pharma is well-financed and expects to hit numerous milestones in 2025. * The company's vision for 2030 includes de-risking its pipeline, impacting over 100,000 lives, and achieving a market capitalization of over $8 billion.