Study Overview - The MINOTAUR study investigates the combination of Lunresertib (Lunre), a PKMYT1 inhibitor, with FOLFIRI in advanced gastrointestinal cancers[1] - The study is ongoing but closed to enrollment (NCT05147350)[8, 10] - The primary objectives are to assess the safety, tolerability, recommended phase II dose (RP2D), and schedule of the combination[8] Preclinical Rationale - CCNE1 amplification and deleterious FBXW7 mutations, present in approximately 20% of GI cancers, are associated with poor prognoses and lack matched targeted therapies[5] - Lunre synergizes with irinotecan (iri) to enhance DNA damage and anti-tumor activity by abrogating iri-induced CDK1 phosphorylation[5] Clinical Trial Demographics - The study included 38 patients, with 18 (47.4%) having colorectal cancer (CRC) and 20 (52.6%) with other tumor types[10] - Among CRC patients, 77.8% (14/18) had RAS mutations, and 100% (18/18) had FBXW7 alterations[10] - Among other tumor patients, 35% (7/20) had RAS mutations, 60% (12/20) had CCNE1 amplification, and 40% (8/20) had FBXW7 alterations[10] Safety and Tolerability - The RP2D was established at 60mg BID (twice daily) of continuous daily dosing of Lunre[12] - The safety profile was consistent with FOLFIRI alone, with neutropenia being the most common Grade 3+ hematologic treatment-related adverse event (TRAE) observed in 31.6% (12/38) of patients[12, 13, 15] Efficacy - The overall response rate (ORR) was 18.2% (95% CI: 7-35.5)[17] - The clinical benefit rate (CBR) in CRC patients was 55.6% (10/18)[17] - 40% (2/5) of irinotecan-naïve CRC patients had a duration of treatment (DOT) greater than 9 months[17] - ctDNA molecular response rate (MRR) was 61% (14/23)[17]

Financial Performance Highlights - For the full year 2015, Caesars Entertainment Corporation (CEC) + Caesars Entertainment Operating Company (CEOC) net revenues reached $9053 million, a 6% increase year-over-year[18] - Adjusted EBITDA for CEC + CEOC in FY2015 was $2399 million, up 42% year-over-year[18] - Continuing CEC's net revenues for FY2015 were $4496 million, a 15% increase year-over-year[18] - Continuing CEC's Adjusted EBITDA for FY2015 was $1270 million, up 46% year-over-year[18] - Enterprise-wide EBITDA margin expansion was achieved through cost-saving initiatives, with an incremental $350 million of EBITDA delivered in FY2015[22] Segment Performance - Caesars Growth Partners (CGP) reported net revenue of $600 million in 4Q 2015, a 14% increase year-over-year, and Adjusted EBITDA of $157 million, up 52% year-over-year[58] - Caesars Entertainment Resort Properties (CERP) saw net revenue increase by 3% to $517 million in 4Q 2015, with Adjusted EBITDA up 41% to $145 million[55] - Caesars Interactive Entertainment (CIE) experienced a 33% year-over-year increase in net revenue, reaching $208 million, and a 67% increase in Adjusted EBITDA to $77 million[64] - CEOC's Adjusted EBITDA increased by 44% with margins up 698 basis points year-over-year[68] Strategic Initiatives and Investments - The company is investing in Las Vegas hotel room upgrades, with over 4800 rooms in Las Vegas and over 5700 enterprise-wide expected to be renovated in 2016[27] - A gaming innovation strategy is in motion, focusing on re-energizing the core slot player and engaging Millennial/Generation X customers[48]

Financial Performance - Continuing CEC的净收入为39亿美元，同比增长3%[17] - Continuing CEC的调整后EBITDA为11亿美元，同比增长9%[17] - Continuing CEC的调整后EBITDA利润率为27.6%，同比增长148个基点[17] - 企业范围内的净收入为84亿美元，同比增长1%[17] - 企业范围内的调整后EBITDA为22亿美元，同比增长6%[17] - 企业范围内的调整后EBITDA利润率为26.5%，同比增长117个基点[17] Key Initiatives and Investments - 移动网络增强功能使Caesars网站的收入和流量增加[22] - Total Rewards 数据库通过增加营销力度实现了增长[22] - Total Rewards 应用程序功能的增强带来了收入增长[22] - 企业范围内的拉斯维加斯现金ADR增长了17%[25] - 2016年，整个网络开设了23家新店[31] Operational Efficiency - 营销支出占净收入的百分比从2014年的27%下降到2016年的22%[36] - 每位全职员工的净收入从2014年的167000美元增加到2016年的204000美元[36] Employee Engagement and Customer Satisfaction - 员工敬业度：公司范围内的年度员工意见得分达到2005年以来的最高水平[17] - 客户满意度：总体客户服务得分达到历史最高水平[17]

Company Strategy & Vision - Kymera is developing oral therapies with biologics-like profiles by combining the "right target" with Targeted Protein Degradation (TPD), aiming to expand patient access globally[12] - The company's vision is to reinvent disease treatment as a fully integrated commercial global biotech, supported by $775 million in cash and equivalents, providing a runway into the first half of 2028[20] - Kymera has delivered 5 new investigational degrader drugs into the clinic since 2020, and is on track to deliver a total of 10 by 2026[17] Immunology Market & TPD - The immunology market is large and underserved, with approximately 160 million total patients across key immunologic diseases[26] - Only ~5 million patients (3%) are on systemic advanced therapies, representing >$100 billion in annual sales for key I/I indications, with 2/3 of these therapies being injectable biologics[27] - Targeted Protein Degradation (TPD) can unlock the undrugged proteome, addressing the 80% of disease-causing proteins currently out of reach for existing technologies[22][23] - In industry surveys, 75% of patients would switch from injectable biologics to oral medications with a similar profile[34] Pipeline Programs & Milestones - **STAT6 (KT-621):** Phase 1 Healthy Volunteer (HV) data is expected in June 2025, with Phase 1b Atopic Dermatitis (AD) patient data anticipated in Q4 2025; Phase 2b trials in AD are expected to start in Q4 2025 and in Asthma in Q1 2026[52][83] - The total potential patient impact for STAT6 (KT-621) is >130 million patients, with only ~1% having access to advanced systemic therapies; the market is projected to reach $23B+ with new indications/entrants[83] - **IRF5 (KT-579):** IND-enabling studies are ongoing, with a Phase 1 trial start expected in early 2026[90][175] - In mouse models of lupus, KT-579, dosed once a day for 63 days, leading to 85% and >90% IRF5 degradation, reduced proteinuria (key disease marker) and prevented disease associated mortality better than all other approved or clinically active agents tested[164]

Financial Performance Highlights - FY 2017 U S GAAP net revenues reached $4852 million, a 25 1% year-over-year increase[17] - FY 2017 U S GAAP adjusted EBITDAR was $1357 million, up 26 8% year-over-year, with a margin of 28 0%, a 37 bps increase[17] - FY 2017 Same-Store net revenues were $8121 million, a 0 8% year-over-year increase[17] - FY 2017 Same-Store adjusted EBITDAR was $2203 million, up 3 0% year-over-year, with a margin of 27 1%, a 59 bps increase[17] - 4Q17 U S GAAP net revenues were $1901 million, a 100 3% year-over-year increase[24] - 4Q17 U S GAAP adjusted EBITDAR was $491 million, up 96 4% year-over-year, with a margin of 25 8%, a 52 bps decrease[24] - 4Q17 Same-Store net revenues were $1963 million, a 0 3% year-over-year decrease[24] - 4Q17 Same-Store adjusted EBITDAR was $505 million, a 0 0% year-over-year change, with a margin of 25 7%, an 8 bps increase[24] Strategic Initiatives and Outlook - The company is focused on invigorating hospitality and loyalty programs, investing in the core gaming business, and driving expansion of the distribution network[33] - The company broke ground at Incheon, Korea resort site in August[44] - The company estimates capex for same-store projects & room renovations between $500 million and $600 million in FY 2018[60]

January 2025 Revolutionizing Immunology: Oral Drugs with Biologics-Like Efficacy Science-driven clinical stage organization with industry-leading oral immunology pipeline J.P. Morgan Healthcare Conference Nello Mainolfi, Ph.D., Founder, President and CEO Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements include, but are not limited to, implied and expr ...

Financial Performance Highlights - Enterprise-Wide net revenues increased by 2.7% year-over-year (YoY), but were flat excluding Centaur[21] - Enterprise-Wide Adjusted EBITDAR increased by 4.6% YoY, or 1.4% excluding Centaur[21] - Enterprise-Wide Adjusted EBITDAR margin was 27.5% for the full year[21] - In 4Q 2018, Enterprise-Wide net revenues increased by 7.4% YoY, or 1.2% excluding Centaur[21] - In 4Q 2018, Enterprise-Wide Adjusted EBITDAR increased by 12.1% YoY, or 4.3% excluding Centaur, with a margin of 26.8% (+110bps)[21] - Las Vegas RevPAR increased by 2.1% YoY for the full year and 10.9% YoY for 4Q 2018[21] Efficiency Improvements - Full year marketing efficiency improved by 160bps to 20.1%[21] - Full year labor efficiency improved by 30bps to 23.6%[21] Debt and Liquidity - Total financial debt (excluding convertible debt) was $7.992 billion, with 59% fixed and 41% variable[51] - Total financial debt plus capitalized leases was $14.240 billion[51] - Total liquidity as of December 31, 2018, was $2.516 billion, including $1.491 billion in cash and cash equivalents[51] Capital Expenditures - Enterprise-Wide total capital expenditures for FY18 were $665 million, including $484 million for maintenance and $181 million for development[52]

ENTERTAINMENT 1Q 2019 Earnings • May 1, 2019 CAESARS ENTERTAINMENT CORPORATION D Forward Looking Statements Certain information in this presentation and discussed on the conference call which this presentation accompanies constitutes forward-looking information within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by the fact that they do not relate strictly to historical or current facts and by the use of words such as "will," "may," "expect," "projec ...

Financial Performance - Caesars Entertainment announced a merger with Eldorado Resorts on June 24, 2019, creating the largest owner and operator of U S gaming assets[5] - Net revenues increased by 4 9% year-over-year, but decreased by 1 2% excluding Centaur[6] - Adjusted EBITDAR increased by 1 3% year-over-year, but decreased by 5 1% excluding Centaur[6] - The adjusted EBITDAR margin was 28 4%[6] Regional Performance - Las Vegas net revenues increased by 1 0% year-over-year to $1 002 million[11] - Las Vegas adjusted EBITDAR increased by 1 6% year-over-year to $389 million, with a margin of 38 8%, up 20 bps[11] - Other U S net revenues increased by 8 4% year-over-year to $1 064 million[11] - Other U S adjusted EBITDAR increased by 4 7% year-over-year to $270 million, but the margin decreased by 90 bps to 25 4%[11] - "All Other" region reported a $28 million adjusted EBITDAR loss, a decrease of $10 million year-over-year[11] Las Vegas Strip Key Performance Indicators - Occupancy increased by 370 bps[9] - ADR (Average Daily Rate) increased by 2 2%[9] - RevPAR (Revenue Per Available Room) increased by 6 2%[9] - Adjusted EBITDAR increased by 1 6%[9] - Adjusted EBITDAR Margin increased by 20 bps[9] Capital Expenditures and Debt - Total financial debt (excluding convertible debt) was $7 861 billion, with 60% fixed and 40% variable[30] - Total financial debt plus REIT capitalized leases was $14 085 billion[30] - The company estimates 2019 maintenance capex to be between $375 million and $450 million, and development capex between $475 million and $550 million[35]

Company Overview - Veris Residential 的入住率为 94.4%[8]，拥有 7,621 套公寓[8]。 - 截至 2024 年 11 月 8 日，混合净租金增长率为 4.5%[8]。 - 2024 年至今的 NOI 为 6.7%[11]。 - 83% 的房产获得了绿色认证[11]。 Financial Performance - 截至 2024 年 9 月 30 日，新泽西州海滨的运营多户型 NOI 为 1.7372 亿美元[12]，马萨诸塞州为 2603.2 万美元[12]，其他地区为 3071.2 万美元[12]，商业 NOI 为 352.4 万美元[12]。 - 非战略资产的估计土地价值为 1.87311 亿美元[13]，基于 4,139 个潜在单元[13]。 - 截至 2024 年 9 月 30 日，未偿还股份包括 9290.3 万股加权平均流通普通股[15]。 Market Overview - Tri-State 地区（纽约州、新泽西州、康涅狄格州）现有 A 级总库存为 30.3 万套[48]，在建 A 级项目为 50,575 套（占 16.7%）[48]，A 级平均租金为 4,260 美元[48]。 - Jersey City 海滨现有 A 级总库存为 19,500 套[48]，在建 A 级项目为 2,743 套（占 14.1%）[48]，A 级平均租金为 4,251 美元[48]。 - 波士顿都会区现有 A 级总库存为 11.6 万套[48]，在建 A 级项目为 10,174 套（占 8.7%）[51]，A 级平均租金为 3,290 美元[51]。 Portfolio Optimization - Veris Residential 的 ORA® 评分为 85.00（截至 2024 年 10 月 31 日）[36]。 - Liberty Towers 正在进行大规模翻新，投资额约为 3000 万美元[79]，预计 5 年 IRR 为 18%[80]，核心 FFO 增厚 0.06 美元/股[81]。 - myVeris 应用程序的居民采用率超过 90%[86]。