HPE Q 1 FY2 6 Earnings March 9, 2026 1 Forward -looking statements This presentation contains forward -looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 . Such statements involve risks, uncertainties, and assumptions . If the risks or uncertainties ever materialize or the assumptions prove incorrect, the results of Hewlett Packard Enterprise Company and its consolidated subsidiaries ("Hewlett Packard Enterprise") may differ materially ...

Q4 2025 Earnings Supplement March 2026 Disclaimer 1 Exhibit 99.2 Repay Holdings Corporation ("REPAY" or the "Company") is required to file annual, quarterly and current reports, proxy statements and other information with the Securities and Exchange Commission ("SEC") Such filings, which you may obtain for free at the SEC's website at http://www.sec.gov, discuss some of the important risk factors that may affect REPAY's business, results of operations and financial condition. Forward-Looking Statements This ...

Immunocore Conference Call Summary Company Overview - **Company**: Immunocore (NasdaqGS:IMCR) - **Technology**: Pioneered T-cell receptor technology, specifically in solid tumors with KIMMTRAK, the first T-cell engager in this area [3][4] Commercial Performance - **KIMMTRAK Revenue**: Achieved $400 million in net revenue last year, representing a 30% year-on-year growth, marking the fifteenth consecutive quarter of growth [4] - **Market Penetration**: 70% penetration across major markets, launched in 30 markets, and established as the standard of care for HLA-A*02:01 positive uveal melanoma patients [4][5] - **Growth Expectations**: Anticipated growth to moderate to 4%-7% quarter-on-quarter as the product matures in the market [4][5] Key Learnings from KIMMTRAK Launch - **Adoption Challenges**: Adoption in rare diseases is challenging; developed predictive analytics to target one-off patients [6] - **Real-World Performance**: KIMMTRAK shows better real-world performance with a mean duration of therapy of 14 months [6][7] Clinical Data and Studies - **Survival Data**: Published 28-month median overall survival data for KIMMTRAK in metastatic uveal melanoma from a French registry [9] - **Upcoming Data**: Expecting 5-year overall survival data from a phase 3 study, which is unprecedented in this indication [10] - **TEBE-AM Study**: Focused on cutaneous melanoma, with enrollment expected to finish in the first half of 2026 and data anticipated in the second half of 2026 [12][13] Competitive Landscape - **Uveal Melanoma**: Limited competition; one phase 3 study in HLA-A*02:01 negative patients, with KIMMTRAK not approved in that setting [11] - **Cutaneous Melanoma**: More competitive with existing therapies like TILs; KIMMTRAK's focus on overall survival provides a competitive edge [17][18] Commercial Opportunities - **Cutaneous Melanoma Market**: Estimated 4,000 patients with late-line cutaneous melanoma present a significant commercial opportunity [16] - **Physician Familiarity**: Approximately 50% of physicians treating cutaneous melanoma are already familiar with KIMMTRAK, enhancing adoption potential [18] Geographic Considerations - **Market Focus**: The U.S. is the primary market for KIMMTRAK, with plans for a global launch depending on data outcomes [21] Future Studies and Developments - **ATOM Study**: Ongoing phase 3 adjuvant study in uveal melanoma, with data expected 12-18 months after accrual completion [22] - **PRIME Study**: Phase 3 study in frontline cutaneous melanoma, comparing brenetafusp with Nivolumab, with significant patient opportunity [23][25] Broader Applications - **HIV Research**: Exploring the potential of T-cell receptor technology in HIV functional cure studies, currently in multiple ascending dose trials [34][35] - **Autoimmune Diseases**: Investigating applications in type 1 diabetes, aiming to provide a tissue-specific treatment option [37][39] Financial Position - **Cash Position**: Approximately $860 million, with a focus on strategic investments rather than immediate profitability [41][42] Key Milestones for 2026 - **KIMMTRAK Lifecycle Management**: Enrollment completion and data readout expected in the second half of 2026 [44] - **Brenetafusp Data**: Anticipated readouts in lung cancer and ovarian cancer by the end of the year [44] - **HIV Program Updates**: Additional data expected towards the end of the year [45]

Summary of Ionis Pharmaceuticals Conference Call Company Overview - **Company**: Ionis Pharmaceuticals (NasdaqGS:IONS) - **Event**: 2026 Global Healthcare Conference - **Date**: March 09, 2026 Key Points Ongoing Product Launches - **TRYNGOLZA Launch**: The company is transitioning from the TRYNGOLZA launch to the upcoming SHTG launch, involving label changes and pricing adjustments [2][6] - **2025 Performance**: 2025 was a pivotal year with TRYNGOLZA achieving $108 million in product revenue, exceeding estimates [7] - **SHTG Patient Population**: Severe hypertriglyceridemia (SHTG) is estimated to affect over 3 million people in the U.S., with 1 million at high risk for acute pancreatitis [8] Competitive Landscape - **Pricing Pressure**: A new competitor has entered the FCS market with a significantly lower price, leading to some pricing pressure for TRYNGOLZA [9] - **First-Mover Advantage**: The company believes it has a year to a year and a half head start over competitors for the SHTG market, which is crucial for capturing the high-risk patient population [17] Clinical Data and Efficacy - **Phase 3 Data**: The company reported an 85% reduction in acute pancreatitis and a 72% reduction in triglycerides on top of standard care, which is expected to drive physician enthusiasm [10][21] - **Liver Fat Observations**: A small but statistically significant increase in liver fat was observed in clinical studies, but it is not considered an adverse event and is expected to return to baseline over time [25][27] Market Opportunities - **U.S. Market Potential**: The peak product sales for TRYNGOLZA and SHTG in the U.S. have been increased to over $2 billion based on healthcare provider demand [11] - **International Expansion**: The company has partnered with Sobi for commercialization in Europe, focusing on the most severe patient populations [30] Future Developments - **CARDIO-TTRansform Study**: The company is looking forward to phase 3 data for cardiomyopathy, which could significantly expand its market presence [33] - **Lp(a) HORIZON Study**: Targeting Lp(a) with pelacarsen, the study is expected to achieve a 20%-25% relative risk reduction, representing a multi-billion dollar opportunity [43] Strategic Positioning - **Innovation Focus**: Ionis is committed to innovation in oligonucleotide therapeutics, with follow-on molecules in development for less frequent dosing and targeting CNS diseases [51][52] - **Competitive Strategy**: The company aims to maintain its leadership by focusing on product efficacy, safety, and innovative delivery methods [51] Additional Insights - **Market Dynamics**: The competitive landscape for oligonucleotide therapeutics is becoming more crowded, but Ionis plans to differentiate through innovation and first-mover advantages [50] - **Patient-Centric Approach**: The company emphasizes the importance of addressing unmet medical needs and ensuring patient access to treatments [11][30]

Acadia Healthcare Company Conference Call Summary Company Overview - **Company**: Acadia Healthcare Company (NasdaqGS: ACHC) - **Date of Conference**: March 09, 2026 - **Speaker**: Todd Young, CFO Key Points Company Positioning and Market Demand - Acadia Healthcare is well-positioned in the market with growing demand for its services across various segments, including acute inpatient, specialty inpatient, residential, and outpatient services, particularly opioid replacement therapy (CTC) [2][3] - The return of Debra K. Osteen as CEO has revitalized the organization, creating excitement among employees and enhancing operational capabilities [3] Growth Opportunities - The company has expanded its facilities significantly over the past few years, which provides a solid foundation for growth without requiring substantial additional capital [3][4] - There is a focus on improving execution and ensuring the right leadership is in place to drive growth and fill hospitals effectively [4][5] Challenges and Underperformance - Some new facilities have underperformed due to overly optimistic initial expectations and delays in licensure processes, which affected staffing and operational costs [16][17] - The company is concentrating on improving the performance of underperforming facilities rather than closing them, with a focus on maximizing occupancy [20][21] Financial Guidance and EBITDA - The company has guided for an EBITDA of approximately $600 million, with an additional $200 million in embedded earnings expected [33] - The focus is on achieving operational efficiency and improving the performance of facilities to meet financial targets [35] Malpractice and Legal Challenges - The cost of malpractice claims has increased significantly, with a 186% rise in claims last year, leading to a substantial increase in reserves [42][43] - The company is actively monitoring claims and has increased its reserves to $155 million, reflecting a proactive approach to managing legal risks [44] Medicaid and Payer Relationships - Managed Medicaid has been a pressure point, but the company is focused on advocacy and documentation to navigate payer negotiations effectively [49] - The company has seen an increase in bad debt but expects stability in 2026, with ongoing efforts to improve payer relationships [48][49] Capital Expenditure and Share Buyback - Acadia is reducing its capital expenditures significantly in 2026, focusing on operational efficiency rather than new facility builds [70][72] - The company is prioritizing debt repayment over share buybacks, with a leverage ratio of approximately 4x [70] Outpatient Strategy - The company emphasizes a continuum of care, integrating outpatient services as a step-down from acute care, particularly in its opioid replacement therapy business [51] Future Outlook - Acadia plans to continue expanding its existing facilities rather than opening new ones, with a target of adding 400-600 beds across its operations [31][32] - The company is focused on operational excellence and maximizing the utilization of its current facilities to drive profitability [38] Additional Insights - The company is actively seeking to backfill lost patient populations due to changes in Medicaid policies, particularly in New York [22][24] - Acadia is committed to improving its operational structure and reducing unnecessary meetings to enhance decision-making efficiency [12][14]

Denali Therapeutics (NasdaqGS:DNLI) 2026 Conference March 09, 2026 03:40 PM ET Company ParticipantsKatie Peng - Chief Commercial OfficerRyan Watts - CEOConference Call ParticipantsMarc Goodman - Senior Managing Director and Senior Research AnalystMarc GoodmanOkay. Thanks for joining us, everybody. I'm Marc Goodman, one of the biopharma analysts at Leerink Partners. We are lucky to have Denali Therapeutics. We have Ryan Watts, who's the CEO of the company, and we have Katie Peng, who is the Chief Commercial ...

Summary of Innate Pharma Conference Call Company Overview - **Company**: Innate Pharma (NasdaqGS:IPHA) - **Date of Conference**: March 09, 2026 Key Programs Discussed 1. Nectin-4 ADC (IPH4502) - **Mechanism**: Targets Nectin-4 with a topoisomerase I payload, positioned as a growth driver for the company [2][5] - **Differentiation**: Compared to other Nectin-4 ADCs, IPH4502 has a superior antibody and linker, leading to better efficacy, especially in low Nectin-4 expression scenarios [7][8] - **Clinical Development**: Ongoing Phase 1 study in various tumor types, with potential indications in triple-negative breast cancer, prostate cancer, and non-small cell lung cancer [14][15] - **Study Size**: Expanded from 185 to approximately 120 patients, aiming for 10-15 patients in key tumor types to establish clinical signals [16] - **Data Release**: On track for data release by the end of Q2 2026, with a decision pending on whether to release early or wait for a more substantial dataset [21][22] 2. Lacutamab - **Type**: KIR3DL2 monoclonal antibody for cutaneous and peripheral T-cell lymphomas [38] - **Regulatory Status**: Received Breakthrough Therapy Designation (BTD) from the FDA, with an accelerated path to approval agreed upon [39] - **Confirmatory Study**: An umbrella protocol with two cohorts (Sézary syndrome and mycosis fungoides) is in place, comparing against active treatments [40] - **Funding Needs**: Currently seeking funding to initiate the confirmatory study, with options including strategic partnerships and equity raises [42][44] - **Market Potential**: High unmet medical need in early-stage patients, with potential to prevent disease progression [56] 3. Monalizumab - **Collaboration**: In partnership with AstraZeneca, focusing on early-stage lung cancer [71] - **Biological Rationale**: Combines with chemotherapy to enhance efficacy, supported by previous phase 2 studies showing improved progression-free survival (PFS) [72][73] - **Data Timeline**: Expected primary completion by the end of June 2026, with potential data release in the second half of the year [74] Financial Considerations - **Cash Runway**: Currently has cash through Q3 2026, exploring options to extend runway through royalty financing and potential equity raises [81][83] Additional Insights - **Market Dynamics**: The company is aware of competitive pressures in larger tumor settings and is focusing on differentiation through clinical signals and unmet needs [17][18] - **Regulatory Strategy**: Emphasizes the importance of strong clinical signals for investor confidence and market positioning [26] - **Potential for Early Use**: Lacutamab may be positioned for earlier treatment stages, creating a new market opportunity [56] This summary encapsulates the key points discussed during the conference call, highlighting the strategic direction and clinical development of Innate Pharma's leading programs.

Investor Presentation This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended; Section 21E of the Securities Exchange Act of 1934, as amended; and the safe harbor provision of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements contained in this presentation may be identified by the use of words such as: "believe," "expect," "anticipate," "project," "should," "plan," "will," "may," "intend," "estimate ...

Fourth Quarter & Full Year 2025 Results Monday, March 9, 2026 4Q25 Earnings Presentation | Nasdaq: FLNT Nasdaq: FLNT Forward-looking statements Forward-Looking Statements Safe Harbor Non-GAAP Financial Measures This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These forward-looking statements speak only as of the date hereof and are based on the Company's current plans and expectations. While we believe these expec ...

Summary of Zoetis Conference Call Company Overview - **Company**: Zoetis - **Industry**: Animal Health Key Points Companion Animal Market Insights - Overall consumer spending on pet health remains strong, with vet clinic revenues increasing by approximately 6% in Q4 2025 [2] - There is pressure on specific consumer segments, particularly millennials and Gen Z, due to financial burdens like student loans, affecting clinic visit volumes [2][3] - Corporate-owned vet clinics have seen pronounced price increases, leading to higher spending on emergency care, indicating a shift in consumer behavior towards urgent care [3] Product Performance and Growth - **Trio Product**: Generated over $1 billion in U.S. revenues, with high satisfaction levels (95%-96%) among pet owners and veterinarians [6] - Triple combination products occupy about 50% of the vet clinic patient base, with new puppies showing a higher adoption rate of these products [7][8] - Compliance rates for Trio are significantly higher in autoship channels, indicating a strong opportunity for growth in this area [10] Dermatology Segment - Key dermatology products generated $1.7 billion in revenue last year, with less than 50% of itchy dogs receiving treatment from veterinarians, indicating substantial growth potential [14][15] - Apoquel and Cytopoint are the main products in the dermatology franchise, with high satisfaction levels and ongoing conversion from Apoquel to its chewable version [20][21] - The company is focusing on increasing awareness and driving more dogs into clinics for treatment [17][18] Osteoarthritis (OA) Pain Management - Librela is showing signs of stabilization, with over 75% satisfaction among pet owners [30] - An estimated 25 million to 27 million dogs in the U.S. suffer from OA pain, with only about 1 million currently receiving Librela treatment, highlighting a significant market opportunity [31][32] Livestock Market Dynamics - Livestock growth is expected to continue at mid-single-digit rates, driven by rising animal protein consumption due to population growth and urbanization [40][41] - The livestock segment is currently growing faster than the companion animal segment, although long-term trends suggest companion animals will outpace livestock growth [42] Pipeline and Future Products - The company is excited about its pipeline, particularly in addressing renal and chronic kidney disease, with a total addressable market estimated between $3 billion and $4 billion [43][44] - Future product launches will focus on working with specialists before broader market releases to ensure effective education and data collection [34] Capital Deployment Strategy - In 2025, Zoetis returned $4 billion to investors, with a focus on investing in R&D and strategic M&A, such as acquiring part of Neogen's genomics business [45][46] - The company prioritizes business investment over cash retention, ensuring continued growth and innovation [47] Macro Economic Considerations - The company is monitoring oil price fluctuations and their potential impact on supply chain dynamics, but current levels are not expected to have significant effects [39] Additional Insights - The company emphasizes the importance of compliance and consumer education in driving product adoption and market growth across various segments [35][36] - There is a strategic focus on leveraging promotional activities in the dermatology space, which is less seasonal compared to parasiticides [23][24]