Market Opportunity & Growth - Digital insurance advertising spend is projected to reach $14 billion by 2026[13], representing a 23-26% CAGR from 2023[20] - Digital insurance ad spend growth is expected to be 27% in 2024[13], outpacing the overall digital ad spend growth of 13%[22] - The Property & Casualty (P&C) insurance industry is showing signs of recovery, with carriers refocusing on growth and customer acquisition as underwriting results improve[33] MediaAlpha's Performance & Scale - MediaAlpha's LTM (Last Twelve Months) Transaction Value reached $1.7 billion[17] - The company achieved $12.0 million in LTM Transaction Value per employee[17] - Q1 2025 Adjusted EBITDA grew by 104% year-over-year, reaching $29.4 million[17] Financial Overview - In Q1 2025, Transaction Value was $473 million[51], Contribution was $44 million[51], and Adjusted EBITDA was $29.4 million[17] - P&C contributed $407 million to Transaction Value in Q1 2025[51], while Health contributed $58 million[51], Life contributed $7 million[51], and other verticals contributed $1 million[51] - Adjusted EBITDA for the year 2024 was $96 million[49], and LTM Q1 2025 Adjusted EBITDA reached $111 million[49]

Fourth Quarter Highlights and Financial Results Fiscal 2025 Copyright 2025, Paychex, Inc. All rights reserved. Confidential and proprietary. 1 Forward Looking Statements Certain written statements in this presentation may contain, and members of management may from time to time make or discuss statements which constitute, "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by ...

Financial Performance - ACM Research achieved revenue of $7821 million in FY24, a 40% increase year-over-year from $5577 million in FY23[14, 44] - The company's non-GAAP gross profit for 2024 was $3939 million, representing a 504% gross margin, compared to $2776 million and 498% in 2023[48] - Non-GAAP operating income reached $2006 million in 2024, a 628% increase year-over-year, representing 256% of revenue[33] - Diluted non-GAAP earnings per share (EPS) increased to $226 in 2024, compared to $163 in 2023[33, 46] - Q4 2024 revenue was $2235 million, a 31% increase compared to $1703 million in Q4 2023[33, 35] Product Mix and Market - Cleaning products accounted for 74% of the company's revenue in FY24[14] - ECP, Furnace & Other products contributed 19% to the revenue in FY24[14] - Advanced Packaging & Other products made up 7% of the revenue in FY24[14] - ACM Research estimates its current product portfolio addresses a $18 billion Serviceable Available Market (SAM)[21, 27]

Hess Midstream Investor Relations Presentation January 2025 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of U.S. federal securities laws. Words such as "anticipate," "estimate," "expect," "forecast," "guidance," "could," "may," "should," "would," "believe," "intend," "project," "plan," "predict," "will," "target," "imply" and similar expressions identify forward-looking statements, which are not historical in nature. Our forward-looking statements may ...

Company Overview - Innovative Industrial Properties (IIPR) is a NYSE-listed REIT providing real estate capital to the regulated cannabis industry, founded in 2016[10] - The company has a diversified portfolio of over $2.4 billion in cannabis real estate[19] - IIPR's portfolio includes 108 properties (103 operating) across 19 states, with 82 million rentable square feet[24] Financial Performance - The company's Q4 2023 annualized dividend was $728 per share[24] - IIPR's Q4 2023 total revenue was $792 million[24] - The company's debt to total gross assets is 12%[53] Market and Portfolio - The regulated cannabis sales are estimated to grow to $43 billion by 2027[10] - The company's portfolio is diversified across 19 states, with a focus on industrial properties (92% of annualized base rent)[31] - The top ten tenants represent approximately 76% of the company's annualized base rent[48]

Company Overview - AC Immune has a broad and diverse pipeline of 16 programs, including 1 in Phase 3 and 5 in Phase 2, focused on neurodegenerative diseases [4] - The company has potential milestones exceeding CHF 4.3 billion through multiple global partnerships [4] - As of March 31, 2024, AC Immune has cash reserves of CHF 104.8 million, plus $100 million upfront from Takeda, funding operations into 2027 [4, 7] - The company anticipates a 2024 annual cash burn of CHF 65 million – 75 million [17] Pipeline and Milestones - AC Immune's pipeline includes clinical stage programs targeting Alzheimer's disease (AD), Parkinson's disease (PD), and other a-synucleinopathies [12] - Key milestones in H2 2024 include initial 6-month amyloid plaque data from the ABATE Phase 1b/2 trial of ACI-24.060 in AD, interim safety and immunogenicity data from the Phase 2 VacSYn clinical trial of ACI-7104.056 in PD, and first patient in Phase 2b clinical trial (ReTain) of ACI-35.030 [21] - The company is developing TDP-43-PET tracer with Phase 1 initiation planned [21] Technology and Partnerships - AC Immune's SupraAntigen platform is designed to stimulate the patient's immune system to produce their own antibodies, offering potential advantages over passive immunotherapy [22] - The company entered into a deal with Takeda for ACI-24.060, including a $100 million upfront payment and potential payments up to approximately $2.1 billion [29] - ACI-35.030 induced anti-ePHF Ab responses in 100% of patients after the first injection [46] Financials - The company's total potential deal value exceeds CHF 4.75 billion, including upfront payments of CHF 255.2 million and milestones received of CHF 147.4 million [83]

Annual Stockholder Meeting Overview - The JBT Marel Corporation's annual stockholder meeting will be held virtually on May 15 [2] - Stockholders can vote shares listed on Nasdaq Iceland via the Lumi platform by May 8 at 23:59 GMT [2] - Shareholders with NYSE-listed shares should follow instructions from their banks or brokers [2] Proposals for Voting - Proposal 1 involves the re-election of Alan D Feldman, Lawrence V Jackson, and Ann E Savage as Directors for a one-year term [5] - Proposal 2 is a non-binding advisory vote on executive compensation [5] - Proposal 3 seeks stockholder ratification of the Audit Committee's reappointment of PwC as the company's independent registered public accounting firm for 2025 [5] Executive Compensation - The CEO's compensation mix includes 16% base salary, 17% performance-based cash MIP, 40% performance-based LTIP, and 27% time-based LTIP, with 84% at-risk compensation [22] - For other NEOs, the compensation mix includes 34% base salary, 22% performance-based cash MIP, 27% performance-based LTIP, and 17% time-based LTIP, with 66% at-risk compensation [27] - The company targets the 50th percentile or median level of the market for all elements of executive officer compensation [19] ESG Strategy - JBT Marel aims to support a sustainable food supply chain through its solutions [16]

Financial Performance - Zions' net earnings to common shareholders increased from $143 million in 1Q24 to $190 million in 2Q24[16, 89] - The net interest margin improved by 4 basis points from 294% in 1Q24 to 298% in 2Q24[16, 39, 89] - The efficiency ratio improved from 679% in 1Q24 to 645% in 2Q24[16, 53, 90] - The annualized net charge-offs to loans ratio increased from 004% in 1Q24 to 010% in 2Q24[16, 18, 64, 89] Loan and Deposit Trends - Total loans increased by 05% from the end of 1Q24 to the end of 2Q24[16, 32, 33] - Customer deposits (excluding brokered deposits) decreased by 07% from the end of 1Q24 to the end of 2Q24[16, 22] - Period-end noninterest-bearing demand deposits declined by approximately $400 million, a 16% linked-quarter decrease[25] Capital and Credit Quality - The Common Equity Tier 1 (CET1) capital ratio increased from 104% in 1Q24 to 106% in 2Q24[16, 18, 89] - The allowance for credit losses was 124% of total loans and leases, a decrease of 3 basis points from 1Q24[62] Securities and Investments - The total securities portfolio and money market investments amounted to $196 billion and $32 billion, respectively, at the end of 2Q24[29] - Principal and prepayment-related cash flows from securities were $840 million for the quarter[30] Net Interest Income and Margin Outlook - Net interest income is expected to increase as asset repricing outpaces changes in funding costs[44] - Parallel interest rate shocks of -100 and +100 basis points suggest moderate rate sensitivity between +46% and +77%[45]

Company Overview - JBT Marel has a market capitalization of approximately $6.2 billion as of May 16, 2025 [7] - The combined 2024 revenue for JBT and Marel is approximately $3.5 billion [7] - Approximately 50% of the company's revenue is recurring, and 50% is non-recurring [8] Strategic Rationale & Synergies - The company anticipates achieving $150 million in cost synergies by the end of year 3 post-transaction close [34] - The company expects to generate revenue synergies exceeding $75 million by the end of the third year post-close [30] Market Trends & Growth - The global protein consumption is expected to grow at a low-to-mid-single-digit CAGR from 2023 to 2027 [20] - The global convenience food market is forecasted to grow at a mid-single-digit+ CAGR from 2022 to 2027 [20] - The global ready-to-drink beverage market is estimated to grow at a mid-single-digit CAGR from 2024 to 2029 [20] - The global pet food market is expected to grow at a mid-single-digit CAGR from 2023 to 2027 [21] Cost Synergies Breakdown - Approximately $80 million in cost of goods sold synergies are anticipated through supplier consolidation, best cost country sourcing, and logistics efficiencies [35] - Approximately $70 million in operating expense synergies are expected through streamlining organizational structure and optimizing consolidated spend [35]

NASDAQ: LNTH Lantheus Investor Presentation Building on our Foundation to Power the Future of Radiopharmaceuticals May 2025 © 2025 Lantheus. All rights reserved. Safe Harbor Statements Cautionary Statement Regarding Forward-Looking Statements This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are subject to risks and uncertainties and are made pursuant to the safe harbor provisions of Section 27A of the Securities Ac ...