Tralesinidase Alfa (TA-ERT) for MPS IIIB - Tralesinidase Alfa 预计在 2026 年上半年提交 BLA 申请，该项目已准备就绪[8] - MPS IIIB 是一种影响 1/200,000 新生儿的常染色体隐性遗传病[14] - Tralesinidase Alfa 显著且持久地使脑脊液 HS 和 HS-NRE 水平正常化[22] - 早期使用 Tralesinidase Alfa 可稳定 MPS IIIB 患者的认知能力下降[29] - 在为期 48 周的初步研究及其扩展研究中，共进行了约 6,000 次给药，Tralesinidase Alfa 通常具有良好的耐受性[32] Tildacerfont + Cortibon for Major Depressive Disorder (MDD) - Tildacerfont + Cortibon 治疗重度抑郁症 (MDD) 的 2 期研究的顶线数据预计在 2026 年上半年公布[8] - Cortibon 是一种基因选择工具，可基于遗传标记识别 CRHR1 拮抗剂的应答者和非应答者[40] - Cortibon 挑选出约 50% 的显示 HPA 轴功能障碍迹象的 MDD 患者亚群[43] - 在 Cortibon 选择的 MDD 患者群体中，Cohen's d 效应量显著[46] SPR202 & SPR204 - SPR202 是一种用于治疗先天性肾上腺皮质增生症 (CAH) 的抗促肾上腺皮质激素释放激素 (CRH) 单克隆抗体，目前处于 IND 申报阶段[58, 63] - SPR204 是一种用于治疗减重手术后低血糖症的 GLP-1 受体拮抗剂单克隆抗体，目前处于 IND 申报阶段[64, 71] Financials - 截至 2025 年 3 月 31 日，公司拥有 2561.5 万美元的现金和现金等价物，以及 140.2 万美元的债务[74]

Innovent Biologics Overview - Innovent Biologics has grown into a China-leading biopharmaceutical company with 16 commercial products and 21 clinical pipeline products[9,10] - Innovent's total revenue exceeded RMB9.4 billion in 2024, marking a 55% increase from the previous year[26,27] - Product revenue is projected to achieve RMB20 billion in 2027[38] Oncology Drug Development in China - China accounted for 35% of the global oncology trials in 2023, exceeding the US[172] - The share of first-approved innovative drugs developed by China rose significantly from 4% in 2015 to 38% in 2024[175] - In the first half of 2025, Chinese pharmaceutical companies executed 20 oncology out-licensing deals totaling nearly $30 billion, with ADCs remaining a key focus[185,187] IBI363 (PD-1/IL-2 α-bias) Clinical Progress - IBI363 is a global first-in-class next-generation IO therapy designed to selectively activate and expand tumor-specific T cells[158,159] - In IO-resistant squamous cell lung cancer, IBI363 at 3 mg/kg showed a confirmed ORR of 36.7% and a median PFS of 9.3 months[160] - In IO-resistant melanoma, IBI363 showed an ORR of 26.7% and a median DoR of 14 months[531,533] - In 3L+ CRC, IBI363 monotherapy achieved a median OS of 16.1 months, and IBI363 + Bevacizumab combination therapy showed a cORR of 15.1%[647,650] ADC Developments in Gastrointestinal Cancers - HER2 ADCs demonstrated remarkable efficacy in HER2 3+ CRC, with T-DXd showing a 57.5% ORR and IBI354 showing a 54% confirmed ORR in earlier-phase trials[203,204] - IBI343, a CLDN18.2 ADC, showed promising efficacy in 3L gastric cancer, with the 6 mg/kg group achieving an ORR of 36.7% and a median PFS of 6.8 months[214,217] - In advanced pancreatic cancer, IBI343 showed an ORR of 22.7% in CLDN18.2-high (IHC ≥60%) population, with mPFS of 5.4 months and mOS of 9.1 months[220,224]

Pilavapadin (LX9211) for DPNP - The PROGRESS Phase 2b study identified the 10 mg dose of pilavapadin as the most clinically meaningful for treating Diabetic Peripheral Neuropathic Pain (DPNP) [7] - Post-hoc analysis of the PROGRESS study reaffirmed the 10 mg dose, showing statistically significant results (p = 0.04) when combining the 10 mg and 20/10 mg arms [11] - The 10 mg dose of pilavapadin had a study completion rate of 87.8%, similar to the placebo group's 87.9% [13] - Approximately 60% of U S patients with DPNP have tried multiple treatments, indicating a high unmet need and sizable market opportunity [15] LX9851 for Obesity and Related Metabolic Disorders - LX9851 is a first-in-class, potent, and selective orally bioavailable ACSL5 inhibitor with the potential to address unmet needs in obesity and related cardiometabolic disorders [17] - IND filing for LX9851 is on track for 2025 [20] Sotagliflozin - A Lancet Diabetes & Endocrinology publication highlighted the unique efficacy benefits of sotagliflozin, showing a reduced risk of major adverse cardiovascular events (MACE) with a Hazard Ratio (HR) of 0.77 (95% CI 0 65-0 91), p=0 0020 [23] - The cumulative incidence of total MACE was 10.0 per 100 patients in the sotagliflozin group [23] - Viatris is undertaking ex-US, ex-EU registration and regional development of sotagliflozin [21] Financials - Total revenues for FY 2024 were $31.1 million, compared to $1.2 million in FY 2023 [26] - Lexicon anticipates total operating expenses between $135 million and $145 million for full year 2025 [29]

Financial Performance - MYR Group achieved record revenue of $3.64 billion in 2023, a 21% increase from $3.01 billion in 2022[14, 15] - The company's net income for the full year 2023 was $91 million, or $5.40 per diluted share, also a record high[19, 65] - MYR Group's EBITDA for 2023 reached $188.2 million, another record high[19, 65] - The company's backlog stood at $2.51 billion[62] Segment Performance - Transmission & Distribution (T&D) revenue reached a record $2.09 billion in 2023[21, 23] - Commercial & Industrial (C&I) revenue also hit a record of $1.55 billion in 2023[31, 34] - T&D segment backlog was $960 million as of December 31, 2023[23] - C&I segment backlog was $1.55 billion as of December 31, 2023[34] Market Outlook - Investor-owned electric companies plan to invest approximately $121 billion in transmission construction between 2023 and 2026[26] - The Infrastructure Investment and Jobs Act (IIJA) includes $73 billion for the electric grid and energy infrastructure[29] - Combined federal spending planned for energy between the IIJA and Inflation Reduction Act (IRA) is over $300 billion over the next 5-10 years[29]

Financial Performance - MYR Group's total revenue for 2024 was $336 billion[72] - The Transmission & Distribution (T&D) segment contributed $188 billion to the total revenue in 2024[72] - The Commercial & Industrial (C&I) segment generated $148 billion in revenue for 2024[72] - The company's backlog stood at $258 billion[70] - Net income for the full year 2024 was $303 million, resulting in earnings per diluted share of $183[73] - EBITDA for 2024 reached $1178 million[73] Growth and Market Outlook - The T&D segment experienced a revenue Compound Annual Growth Rate (CAGR) of 106%[24] - The C&I segment saw a revenue CAGR of 96%[35] - Investor-owned utilities (IOUs) plan to invest approximately $158 billion on transmission construction between 2024 and 2027[30] - The Dodge Momentum Index grew 56% in January, reaching 2257 (2000=100), driven by diversified growth in nonresidential planning[43]

Morgan Stanley Fixed Income Investor Presentation As of May 13, 2025 Notice The information provided in this presentation may include certain non-GAAP financial measures. The definition of and/or reconciliation of such measures to the comparable U.S. GAAP figures are included in this presentation, or in the Company's Annual Report on Form 10-K ('Form 10-K'), Definitive Proxy Statement, Quarterly Reports on Form 10-Q and the Current Reports on Form 8-K, as applicable, including any amendments thereto, which ...

Corporate Presentation April 2025 1 Forward-Looking Statements 2 • This presentation, including any oral presentation accompanying it, contains "forward-looking statements," including statements about Lexicon's strategy and operating performance and events or developments that we expect or anticipate will occur in the future, such as projections of our future results of operations or of our financial condition, the potential therapeutic and commercial potential of pilavapadin (LX9211), LX9851, sotagliflozin ...

1 Forward-Looking Statements 2 • This presentation, including any oral presentation accompanying it, contains "forward-looking statements," including statements about Lexicon's strategy and operating performance and events or developments that we expect or anticipate will occur in the future, such as projections of our future results of operations or of our financial condition, the potential therapeutic and commercial potential of pilavapadin (LX9211), LX9851, sotagliflozin and our other drug programs, the ...

INVESTOR PRESENTATION May 2024 Disclaimer The information contained in this presentation is being provided to you for informational purposes only and does not constitute legal, tax, investment, accounting or other advice by Peloton Interactive, Inc. ("Peloton", "we", "us" or the "Company") or any other party and may not be relied upon as such. This presentation does not constitute an offer to sell or a solicitation of an offer to make an investment in the Company, including the purchase of any securities of ...

Medicines for the Brain Efficacy and safety results of the RewinD-LB phase 2b clinical trial of neflamapimod in dementia with Lewy bodies (DLB) LS Honig1 , SN Gomperts2 , JP Taylor3 , ND Prins4 , A Gardner5 , K Blackburn5 , JJ Alam5 , JE Galvin6 1. Columbia University Irving Medical Center – New York, NY (United States); 2. Massachusetts General Hospital – Charlestown, MA (United States); 3. Newcastle University - Newcastle Upon Tyne (United Kingdom); 4. Brain Research Center, Amsterdam (Netherlands); 5. Ce ...