Financial Performance Highlights - The company achieved record revenues, net yields, Adjusted EBITDA, Adjusted EBITDA per ALBD, and operating income in the second quarter of 2025[9] - Second quarter 2025 net yields increased by 64% compared to 2024 guidance of approximately 44%[10] - Adjusted net income more than tripled compared to the second quarter of 2024[10] - Adjusted EBITDA for the second quarter of 2025 reached $151 billion, exceeding the guidance of approximately $132 billion[10] - Adjusted net income for the second quarter of 2025 was $470 million, surpassing the guidance of approximately $285 million[10] - Adjusted earnings per share - diluted for the second quarter of 2025 was $035, exceeding the guidance of approximately $022[10] - The company exceeded its 2026 SEA Change financial targets 18 months early[14, 48, 49] - Full year 2025 Adjusted EBITDA is projected to be approximately $69 billion[17, 53] - Full year 2025 Adjusted net income is projected to be approximately $269 billion[17, 53] - Full year 2025 Adjusted earnings per share - diluted is projected to be approximately $197[17, 53] Demand and Booking Trends - 93% of 2025 is already booked, with occupancy for the remainder of the year being the second-highest on record at historically high prices[18] - Customer deposits in the second quarter of 2025 increased by approximately 40% compared to the second quarter of 2019, despite only a 10% capacity growth[22] - Customer deposits reached $85 billion in the second quarter of 2025, a $25 billion increase compared to the prior quarter's record[21] Strategic Initiatives and Investments - The company is continuing to invest in its highest-returning brands[32] - Carnival Cruise Line is launching "Carnival Rewards" in June 2026, a new and improved loyalty program[39] Debt Management and Financial Position - The company prepaid $350 million of 7625% notes due in 2026 and refinanced the remainder with $10 billion of 5875% senior unsecured notes due in 2031, resulting in over $20 million net interest expense reduction through early 2026[44] - Net debt to Adjusted EBITDA improved from 41x in the first quarter of 2025 to 37x in the second quarter of 2025[43]

RP1 Clinical Trial Results & Opportunities - In anti-PD1 failed melanoma patients, RP1 plus Nivolumab achieved an Objective Response Rate (ORR) of 32.9% and a median Duration of Response (mDoR) of 33.7 months[78] - In responders, responses in non-injected lesions occurred with similar frequency and depth as injected lesions, indicating systemic benefit[78] - Patients with deep/visceral (+/- superficial) injections had numerically higher response rates vs those who received superficial injections only[78] - In solid organ transplant patients with locally advanced CSCC, RP1 monotherapy achieved an ORR of 34.6% and a Disease Control Rate (DCR) of 65.4%[220] - In a study of resectable cutaneous Squamous Cell Carcinoma (cSCC), RP1 monotherapy resulted in a 100% overall response rate, with 83% achieving pathological complete response[214] RPx Platform Expansion & Pipeline - The company is planning RPx expansion into additional skin cancers, liver and thoracic primary/metastatic cancers[174] - A confirmatory Phase 3 trial (IGNYTE-3) is underway in melanoma, randomizing patients to RP1 + Nivolumab vs Treatment of Physician's Choice[179] - A registrational REVEAL study is ongoing for RP2 in metastatic Uveal Melanoma, comparing RP2 + Nivolumab to Ipilimumab + Nivolumab[243] - RP2 is being evaluated in liver primary/metastases, including a cohort with RP2 + Bevacizumab + Atezolizumab in 2L PD-(L)1 failed Hepatocellular Carcinoma (HCC)[246] Commercialization & Market Opportunity - The company estimates ~10,000 addressable patients across lines of therapy for RP1 in the US melanoma market[111] - The company estimates RPx has the potential to reach up to ~125,000 patients in the US across various cancer types[251] - The company has hired and trained a commercial organization of ~60 customer-facing team members[108]

Pipeline Programs and Milestones - Nuvalent is advancing parallel lead programs for ROS1+ and ALK+ NSCLC in global clinical development, with potential for first FDA approval in 2026[4] - The company plans to report pivotal data for TKI pre-treated ROS1+ NSCLC from the ARROS-1 trial in 1H 2025 and complete rolling NDA submission in Q3 2025[14] - Topline pivotal data for TKI pre-treated ALK+ NSCLC from the ALKOVE-1 trial is anticipated by year-end 2025, with ALKAZAR Phase 3 trial for TKI-naïve ALK+ NSCLC planned to initiate in early 2H 2025[14, 205] - NVL-330 for HER2-altered NSCLC is in Phase 1a/1b investigation, with additional discovery research programs ongoing[12, 205] Zidesamtinib (NVL-520) for ROS1+ NSCLC - In TKI pre-treated ROS1+ NSCLC patients, the ORR was 44% (51/117), with 78% (95% CI: 62, 88) DOR ≥ 12 months and 62% (95% CI: 28, 84) DOR ≥ 18 months[73] - In patients with prior crizotinib or entrectinib only ± chemotherapy, the ORR was 51% (28/55), with 93% (95% CI: 74, 98) DOR ≥ 12 months and 93% (95% CI: 74, 98) DOR ≥ 18 months[80] - Zidesamtinib demonstrated CNS activity, with an IC-ORR of 48% (27/56) in any prior ROS1 TKI ± chemotherapy and 85% (11/13) in prior crizotinib only ± chemotherapy[90] - The safety profile of zidesamtinib was generally well-tolerated, with peripheral edema reported in 36% of patients, constipation in 17%, blood CPK increased in 16%, fatigue in 16%, and dyspnea in 15%[96] - In TKI-naïve patients with ROS1+ NSCLC, the ORR was 89% (31/35), with 96% (95% CI: 76, 99) DOR ≥ 6 months and 96% (95% CI: 76, 99) DOR ≥ 12 months[103] Neladalkib (NVL-655) for ALK+ NSCLC - In a heavily pre-treated ALK+ solid tumor population, 51% had any secondary ALK mutation, 26% had a compound ALK mutation, and 56% had a history of CNS metastasis[140, 141] - In all NSCLC response evaluable patients, across all doses, the ORR was 38% (39/103), with a mDOR of 144 months and 78% DOR > 6 months[149] - In patients with any ALK resistance mutation at RP2D, the ORR was 55% (12/22), with a mDOR not reached and 100% DOR > 6 months[158] - The preliminary safety profile of neladalkib was consistent with its ALK-selective design, with ALT increased in 34% of patients, AST increased in 30%, constipation in 16%, dysgeusia in 13%, and nausea in 12%[166] Market Overview - The combined worldwide sales for ALK and ROS1 TKIs in 2024 were approximately $31 billion[27]

Company Overview November 2023 The pathway to possible. PROPRIETARY PROPRIETARY | Dividend per Share(1) | $6.26 | | --- | --- | | Dividend Yield(1,2) | 6.4% | | Enterprise Value(2) | #егви | | Weighted Average Remaining Tenant Contract Term(3,4,5) | 6 Years | | Remaining Contracted Tenant Receivables(3,5) | | | Annualized Q4 Dividend Per Share(6) | | PROPRIETARY • • • >40K Towers Provide the critical foundation for coverage and capacity 1 ~115K Small Cells Enable additional network densification by offloadi ...

Investor Presentation May 2025 SAFE HARBOR AND NON-GAAP Safe Harbor Statement This presentation contains "forward-looking" statements, including our FY25 outlook, mid- term goals, market growth rates, growth opportunities, and our operating and acquisition strategies, which involve risks and uncertainties, many of which are beyond our control. No undue reliance should be placed on such statements, as any number of factors could cause actual results to differ materially from anticipated or forecasted results ...

Each of the 350+ businesses are run independently encompassing services delivered by more than 50,500 employees. We foster an entrepreneurial culture of ownership coupled with a field-driven, flat structure. Our independent subsidiaries offer a broad spectrum of post-acute care including skilled nursing, senior living, ancillary businesses and healthcare- related properties. E N S I G N G R O U P INVESTOR PRESENTATION M a y 2 0 2 5 w w w . e n s i g n g r o u p . n e t Table Of Contents Portfolio Our Servic ...

Investor Presentation PORTLAND GENERAL ELECTRIC June 18, 2025 Cautionary statement Portland General Electric investors.portlandgeneral.com 121 SW Salmon Street Suite 1WTC0506 Portland, OR 97204 Nick White (503) 464-8073 Nicholas.White@pgn.com Sydnie Hinds (503) 464-7111 Sydnie.Hinds@pgn.com Information Current as of April 25, 2025 Except as expressly noted, the information in this presentation is current as of April 25, 2025 – the date on which PGE filed its Annual Report on Form 10-Q for the quarter ended ...

Transaction Overview - Toyota Tsusho will acquire Radius Recycling to accelerate investment in future growth[1] - The transaction delivers significant, immediate cash value to Radius shareholders[8] - The purchase price is $3000 per share in cash[32] - This represents a premium of approximately 115% to Radius' closing share price on March 12, 2025[33] - It also represents a premium of approximately 102% over the 90-day VWAP of Radius common stock[33] - The implied total enterprise value is approximately $134 billion, including net debt[33] - The transaction is expected to close in the second half of calendar year 2025[32] Strategic Rationale - Radius Recycling generated $27 billion in revenue in 2024[12] - Toyota Tsusho generated $65 billion in revenue in 2024[18] - Toyota Tsusho will invest in the development of Radius' infrastructure and manufacturing capabilities across its operating sites[10] - Radius will operate as a wholly-owned subsidiary of Toyota Tsusho, retaining its teams, facilities, strategy, and brands[22]

Financial Performance & Strategy - APi Group's net revenues for 2024 were $7018 million, with Safety Services contributing 68% and Specialty Services 32%[9, 10] - Adjusted EBITDA for 2024 reached $893 million, with Safety Services accounting for 75% and Specialty Services 25%[11, 12] - The company aims for a long-term target of 60% of net revenues from inspection, service, and monitoring activities[21] - APi Group targets an Adjusted EBITDA margin of 16%+ and $3 billion+ cumulative adjusted free cash flow through 2028[158] - The company anticipates approximately 5% organic growth and $250 million annual spending on bolt-on M&A, targeting 7%+ reported CAGR through 2028[146] Safety Services - Safety Services: North America holds the 1 market share in North American fire protection[45] - Safety Services: North America has achieved 19 consecutive quarters of double-digit organic growth in inspection revenues[48] - Safety Services: International is on track to deliver $100+ million in value capture opportunities and achieve a 15%+ adjusted segment earnings margin by 2025[70, 72] Specialty Services - Specialty Services reported a gross margin increase from 15.9% in 2022 to 19.7% in 2024[109] - Specialty Services backlog shows organic growth, reaching 7% in Q1 2025[112] M&A Strategy - APi Group has a proven acquisition strategy with nearly 150 transactions in the last 20 years[121] - Bolt-on acquisitions have been completed at an average adjusted EBITDA multiple of less than 6x each year[121]

Company Overview - DocGo is a leading provider of technology-enabled mobile healthcare[14] - The company delivers healthcare at any address[14] - DocGo has a proprietary technology backbone and visionary leadership team[9, 11] Financial Performance & Metrics - Total cash was $103.1 million as of March 31, 2025, up from $58.9 million on March 31, 2024[27] - Total revenue for Q1 2025 was $96.0 million[88] - Adjusted EBITDA loss for Q1 2025 was $3.9 million[87] - Adjusted gross margin for Q1 2025 was 32.1%[88] Market & Services - The total addressable market for at-home care in the U S is $265 billion[42] - The company's mobile health segment revenue for Q1 2025 was $45.2 million[88] - The company's medical transportation segment revenue for Q1 2025 was $50.8 million[88]