Bioventus Helping Patients Recover and Live Life to the Fullest 45th Annual Canaccord Genuity Global Growth Conference Rob Claypoole, President and CEO Forward Looking Statements Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements contained in this presentation that do not relate to matters of historical fact should be co ...

Financial Performance & Guidance - Methode Electronics reported FY25 sales of $1.05 billion[13, 30] and adjusted EBITDA of $43 million[30] - The company's Q4 FY25 free cash flow reached $26 million, the highest since FY23[8, 30] - FY26 guidance projects sales between $900 million and $1 billion[36], with a midpoint of $950 million[34], and EBITDA between $70 million and $80 million[30, 36], with a midpoint of $75 million[34], representing a 100%+ increase in EBITDA despite ~$100 million lower sales[10, 37] - The company anticipates $58 - $63 million in Depreciation and Amortization, $24 - $29 million in CapEx, $21 - $23 million in Interest Expense and $17 - $21 million in Tax Expense for FY26[36] Business Segments & Growth - In FY25, Automotive segment accounted for 45% of sales, Industrial 40%, and Interface 15%[13] - User Interface solutions represented 45% of sales, Lighting 27%, Power 24%, and Sensors 2%[13, 19] - The company achieved record power product sales in data centers exceeding $80 million in FY25, with similar or greater sales expected in FY26[8, 37] Market & Strategic Outlook - A reset of EV sales is expected in FY26 due to a slowdown in the North American market, particularly driven by Stellantis, with a return to growth anticipated in FY27[9] - Awards of $1.0+ billion in annual sales were secured from FY22 to FY25[30] - The company is focused on transformation, prioritizing improved execution before growth, emphasizing "Earning the Right"[8, 26, 37]

Clinical Programs & Data - Tenaya Therapeutics has 3 clinical-stage programs focused on heart disease [9] - TN-201 for MYBPC3-associated HCM plans data release including longer-term follow-up for Cohort 1 (3E13 vg/kg) and initial safety and biopsy results for Cohort 2 (6E13 vg/kg) in Q4'25 [15] - TN-401 for PKP2-associated ARVC plans data release will include initial Cohort 1 (3E13 vg/kg) data focused on safety and biopsy results in Q4'25 [16] - Interim Cohort 1 TN-201 data showed improvements in ≥ 1 measures of hypertrophy in two of three patients [17] Disease & Patient Populations - MYBPC3-associated HCM is estimated to affect 120,000 people in the U S alone [22] - Approximately 57% of identified genetic variants underlying familial HCM are MYBPC3 mutations [22] - Over 30% of genetic variants underlying childhood-onset HCM are MYBPC3 mutations [22] - PKP2-associated ARVC is estimated to affect >70,000 people in the U S [75] - In ARVC patients, >15% of heart-related deaths in patients < 35 are due to ARVC [75] - In ARVC patients, 23% of ARVC patients present with sudden cardiac death [75] - In ARVC patients, 40% of ARVC patients carry pathogenic PKP2 mutations [75] Capabilities & Milestones - Tenaya has cGMP AAV manufacturing scale achieved; 1000L clinical supply for TN-201 and TN-401 ready [115]

Company Overview - Eagle Point Income Company (EIC) aims to generate high current income and capital appreciation by investing primarily in junior debt tranches of CLOs, with a focus on BB-rated CLO debt[13] - As of June 30, 2025, the total market capitalization of EIC is $501 million[13] - EIC pays a monthly distribution of $0.13 per share, resulting in a distribution rate of 12.0%[13] - The Adviser and Senior Investment Team have approximately $0.8 million invested in EIC, EICA, EICB and EICC[23] CLO Market and Strategy - BB-rated CLO debt has historically exhibited a low default rate of approximately 4 bps per annum from 1994 through Q1 2025[14, 29] - The cumulative default rate on BB-rated CLO debt was 1.1% from 1994 through Q1 2025[29] - The company focuses primarily in junior debt tranches of CLOs, with a focus on BB-rated CLO debt[31] - The CLO market is the largest source of capital for the US senior secured loan market[40] - From 1992 through 2024, the S&P UBS Leveraged Loan Index generated positive total returns in 30 of the 33 full calendar years[42] Portfolio Information (Q2 2025) - The weighted average effective yield on the CLO portfolio was 10.63%[52] - The company's CLO debt investments totaled $379.8 million, and CLO equity investments totaled $127.1 million[52] - The company has exposure to 1,464 unique underlying borrowers[57]

Financial Performance & Growth - Clover Health anticipates insurance revenue of $1.8 billion to $1.875 billion for full year 2025[50] - The company projects Adjusted EBITDA between $50 million and $70 million for full year 2025[9, 50] - Clover Health expects a 32% year-over-year increase in Medicare Advantage (MA) membership in 2025[9, 44] - Clover Health's Insurance Benefits Expense Ratio (BER) for the first half of 2025 was 87.3%[24] Clover Assistant & Clinical Outcomes - Clover Assistant (CA) is associated with earlier diagnosis of Chronic Kidney Disease (CKD) by approximately 18 months on average[18] - Clover Assistant is associated with 15% lower all-cause hospitalizations and 18% lower 30-day readmissions for members with Chronic Obstructive Pulmonary Disease (COPD)[18, 20] - Clover Health achieved a 4.94 out of 5 Stars on HEDIS measures for Star Rating year 2025, the top-performing score on core HEDIS measures for Medicare Advantage plans with over 2,000 members nationwide[18] Strategic Initiatives - Clover Health is focused on a ~$500 billion market with over 35 million seniors enrolled in Medicare Advantage[8] - Clover Health's Counterpart Health subsidiary aims to expand the company's care model to more plans and providers[8] - Approximately 97% of Clover Health's membership is enrolled in PPO plans[8, 49]

Company Overview - Beasley Media Group's future growth will be driven by operational efficiency in its core business and expansion of its digital capabilities[12] - The company operates in 12 US markets[13] - The company's multimedia platform enables local businesses to maximize audience reach[28] Financial Performance - Q2 2025 - Total net revenue was $53 million[47] - Digital revenue accounted for 25% of total net revenue[23] - Same-station digital revenue grew by 81% year-over-year[23] - Station Operating Income (SOI) was $82 million[47] - Adjusted EBITDA was $47 million[47] Revenue Mix - Audio revenue for Q2 2025 was $398 million[23] - Digital revenue for Q2 2025 was $132 million[22] - Local advertisers accounted for 76% of Q2 2025 revenue[25]

Financial Performance & Position - HighPeak Energy reported Q2 2025 production of 48600 barrels of oil equivalent per day (MBoe/d)[14] - The company's Q2 2025 unhedged EBITDAX per BOE was $3358[14] - Q2 2025 EBITDAX totaled $156 million[14] - As of June 30, 2025, the company's pro forma total debt was $12 billion, with a net debt of $1032 billion[16] - The company's total liquidity stood at $268 million, including $168 million in cash and cash equivalents[16] Debt & Hedging - HighPeak Energy extended its Term Loan and Revolving Credit Facility maturities to September 2028 and upsized the Term Loan to $12 billion[21] - Approximately 53% of the company's oil volumes and 89% of gas volumes are hedged for the second half of 2025[25] Operational Efficiency - The company achieved savings of approximately $400000 per well by using Lorin Pad Simulfrac[29] - Simulfrac savings led to a 10% reduction in completion costs[30] - Solar savings from June to December 2024 amounted to $809487, with a CO2 reduction of 4616 metric tons[34] Asset Base - HighPeak Energy has over 143000 net acres[14,35] - The company has over 1000 sub $50/Bbl break-even locations in primary zones[14,35]

Financial Performance - Broadwind's total revenue increased by 7.6% year-over-year in Q2 2025, reaching $39.2 million[16], driven by strong demand from the wind and industrial verticals[12] - Gross margin decreased to 10.1% in Q2 2025 due to manufacturing inefficiencies in the Heavy Fabrications segment and lower capacity utilization within the Gearing segment[12] - Adjusted EBITDA margin decreased to 5.3% year-over-year, amounting to $2.1 million in Q2 2025, as labor was added to support increased volumes in the wind and power generation verticals[12, 15] - GAAP Net Income turned into a loss of $1.0 million in Q2 2025, compared to a profit of $0.5 million in Q2 2024[17] Segment Performance - Heavy Fabrications segment revenue increased due to wind tower and repowering adapter sales, reaching $25.0 million[20, 23] - Heavy Fabrications segment EBITDA margin decreased to 11.4% in Q2 2025[20] - Gearing segment revenue declined by 30% year-over-year to $7.3 million in Q2 2025, but orders increased by 45% to $6.8 million[26, 27, 28] - Industrial Solutions segment revenue increased by 13.9% year-over-year to $7.4 million, with orders up by 207% to $13.9 million[32, 33, 34] Balance Sheet - Net working capital investment increased by 24% year-over-year to $42.5 million in Q2 2025[40, 43] - Total inventory increased to $51.4 million in Q2 2025[45] - Cash and LOC availability at quarter-end was $14.9 million[41]

Company Overview - Summit Midstream Corporation (SMC) operates across six resource plays in the U S, focusing on natural gas, crude oil, and produced water gathering, processing, and transmission[12] - The company boasts a diversified asset portfolio with key positions in crude oil- and natural gas-oriented basins[48] - SMC's strategy includes maximizing free cash flow, improving base business well connections, commercializing the Double E Pipeline, and executing strategic acquisitions and divestitures[19] Financial Highlights and Strategy - SMC aims for a long-term leverage target of 3 5x through continued EBITDA generation and debt repayment[10] - The company expects 2025 Adjusted EBITDA to be in the range of $245 million to $280 million[33] - SMC refinanced its capital structure in July 2024, issuing $575 million in Second Lien Secured Notes and upsizing its ABL Credit Facility to $500 million, extending maturities until 2029[19] Operational Performance and Capacity - In Q2 2025, SMC reported a total volume of 1 4 Bcfe/d, with 66% being natural gas[13] - The company has a total AMI of 5 7 million acres and operates 2,751 pipeline miles with a capacity of 4 6 Bcfe/d[13] - The Permian segment has a capacity of 1 50 Bcf/d with approximately 74% utilization[33] Double E Pipeline - Double E Pipeline has existing contracts representing MVC quantities with firm transportation service agreements[55] - The Double E pipeline is estimated to generate approximately $40 million in EBITDA with existing contracts[52] - The company has executed 215 MMcf/d of incremental 10-year take-or-pay contracts since 2024 for the Double E Pipeline[19, 60]

GREEN ROBOTICS FOR A BLUE ECONOMY Quarter 2 2025 Financial Results Disclaimer Cautionary Language Regarding Forward-Looking Statements This slide deck contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended (the "Act"), and are intended to enjoy the protection of the safe harbor for forward-looking statements provided by the Act as well as protections afforded by other federal securities laws. Such forward-looking statements include but are no ...