Financial Highlights - The company anticipates near-term milestones of up to $440 million for global GEA approvals[12] - The company has received $400 million in upfront and milestone payments to date[12] - Future potential regulatory and commercial milestones are valued at $13 billion[12] - Ziihera has a peak sales potential of over $20 billion[12] - The company reported revenues of $103 million for 2025[27] Pipeline and Partnerships - The company has potential future milestone payments of up to $434 million with Phase 3 partners[16] - The company has potential future milestone payments of up to $11 billion with Phase 1 partners[16] - The company has potential future milestone payments of up to $313 million with Phase 1 partners[16] - The company has potential future milestone payments of up to $230 million with Preclinical partners[16] Strategic Outlook - The company's cash resources of over $270 million provide a runway beyond 2028[27]

Forward looking statements Notice Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements regarding AngioDynamics' expected future financial position, results of operations, cash flows, business strategy, budgets, projected costs, capital expenditures, products, competitive positions, growth opportunities, plans and objectives of management for future operations, as well as statement ...

Arcus Biosciences J.P. Morgan Healthcare Conference 2026 Oncology and Immunology Portfolio January 14, 2026 Forward-looking Statements/Safe Harbor Forward-Looking Statements Safe Harbor: This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation that are not historical facts are forward-looking statements, including ...

Financial Performance & Guidance - GeneDx reported preliminary full year 2025 revenue of $427 million, aligning with previous guidance of $425 to $428 million[73] - The company experienced a 54% growth in exome and genome revenue for full year 2025 (58% excluding a 2024 one-time benefit), exceeding previous guidance of 53% to 55%[73] - Exome and genome volume grew by 30.5% in 2025, meeting the minimum guidance of at least 30%[73] - Adjusted gross margin for 2025 was 71%, consistent with the guided range of 70% to 71%[73] - GeneDx anticipates revenue between $540 to $555 million for full year 2026[76] - The company projects a 33% to 35% growth in exome and genome revenue and volume for 2026[76] Market Position & Growth Strategy - GeneDx holds a leading position with 80% of geneticists preferring their services[8] - The company added 30% more tests to Infinity in 2025 than in the prior 24 years combined[13] - Over 30% of pediatric neurologists now order from GeneDx, indicating strong market penetration[39] - The company's dataset includes >2.5M genetic tests, >50% non-European descent, >8M health records, ~1M exomes & genomes, >7M phenotypic datapoints, and >60% have parental data[25] Expansion & Opportunities - GeneDx is expanding into new markets, including prenatal care, with GenomeDx Prenatal[35, 47] - The company sees a large unmet need in NICUs, where up to 60% of patients could benefit from rWGS, but less than 5% receive genetic testing today[44]

Financial Performance & Growth - Preliminary 2025 total revenue is expected to be approximately $100 million, representing a 25% year-over-year increase[12, 15, 18] - Core RNS System revenue grew by 25% in 2025, driven by sustained demand and increased utilization[12, 18] - Q4 2025 total revenue is estimated at $26.6 million, a 24% increase year-over-year[15] - Gross margin for 2025 is approximately 77.2%, an increase of 330 basis points year-over-year[15] - The company projects revenue between $98 million and $100 million for FY26, with RNS revenue growth of approximately 20-22% and gross margin around 81-82%[21] RNS System & Clinical Data - The RNS System has been used in over 8,000 patients[12] - The RNS System demonstrated a median seizure reduction of 75% at 9 years in the original FDA study results[35] - The RNS Post-Approval Study showed an 82% median seizure reduction at 3+ years[35, 37] - Preliminary NAUTILUS results showed an 18-month median seizure reduction of 77% in LGS patients[61] Market & Expansion - The annual target market opportunity is estimated at over $3.5 billion[12] - Approximately 1.2 million people in the U S have drug-resistant epilepsy (DRE)[25, 56] - The company is focused on expanding access to the RNS System in generalized epilepsy, pediatrics, and community channels[74]

Company Overview - CooperCompanies is a leading global medical device company with FY25 revenue of $41 billion[7] - The company's products are sold in more than 130 countries and it has over 15000 employees in 45+ countries[7] - CooperCompanies operates through two business units: CooperVision (CVI) and CooperSurgical (CSI)[7] Financial Performance and Guidance - CooperCompanies' total revenue has more than doubled in the last decade, with a CAGR of 86% from 2015 to 2025[9] - The company provides FY26 revenue guidance of $4299 - $4338 million, with organic growth of 45% - 55%[10] - CooperVision's FY26 revenue guidance is $2900 - $2925 million, with organic growth of 45% - 55%[10] - CooperSurgical's FY26 revenue guidance is $1399 - $1413 million, with organic growth of 4% - 5%[10] - Non-GAAP EPS guidance for FY26 is $445 - $460[10] - The company targets free cash flow of $575 - $625 million for FY26[10] Market Position and Strategy - CooperVision is the 1 contact lens company in the world in terms of wearers[22] - The global soft contact lens market is an $11 billion market growing at 4-5% annually[16, 18] - CooperSurgical is a leading fertility company in the medical device industry, addressing a ~$3 billion global market with 4-6% annual growth[34]

Company Overview - ICU Medical is a global MedTech company focused on IV therapy and critical care products, with sales in approximately 80 countries[6] - The company's diluted equity value is $3.82 billion, with a net debt of $1.02 billion (approximately 2.6x leverage) and an enterprise value of $4.84 billion[8] - The company's revenue is divided into three segments: Consumables (~$1.1B), Systems (~$680M), and Vital Care (~$300M)[7] - Geographically, 64% of sales are in the US & Canada, with the remaining in other regions[8] - Single-use disposables and software account for 87% of revenue, while hardware accounts for 13%[8] Growth Strategy - The company aims to deliver mid-single-digit growth across its core business[20] - The company is focused on expanding gross margins, with an opportunity for +200bps expansion remaining[37] - The company is developing a new IV therapy platform for launch in 2026, featuring a shared cloud-based enterprise software[24, 25] Innovation and Product Portfolio - The company has a complete IV therapy portfolio across the entire care continuum[15] - The company is focused on innovation in IV consumables to address clinical priorities such as patient and clinician safety and clinical efficiency[33] - The company is creating clinical value with IV consumables innovation, addressing impactful clinical priorities[33]

Visionary Innovation Riad Sherif, M.D. Chief Executive Officer J.P. Morgan Healthcare Conference January 14, 2026 Safe Harbor Statements Cautionary note on forward-looking statements These slides and the accompanying oral presentation contain forward-looking statements and information. The use of words such as "may," "might," "will," "should," "expect," "plan," "anticipate," "believe," "estimate," "project," "intend," "future," "potential," or "continue," and other similar expressions are intended to identi ...

Click to edit Master title style January 14, 2026 JPM Healthcare Conference Igniting a systemic immune response to cancer with oncolytic immunotherapy © 2026 Replimune Group Inc. JPM 2026 Presentation 1 Click to edit Master text styles Safe harbor © 20256 Replimune Group Inc. Replimune Group Inc. 3 Click to edit Master title style RPx Oncolytic Immunotherapy Overcoming Historical Hurdles ~150 Accounts Ready on Day 1 Go-to market model optimized to enable oncologist/interventional radiologist (IR) coordinati ...

Transaction Overview - Mission Produce will acquire all outstanding shares of Calavo Growers [23] - The merger consideration is 0.9790x of a Mission Produce share per Calavo Growers share and $14.85 cash per Calavo Growers share [23] - The cash/stock mix is 55% cash and 45% stock [23] - Calavo Growers will receive 1 board seat on Mission Produce expanded board [23] - The transaction is expected to close by the end of August 2026 [23] Financial Highlights - The pro forma net sales are approximately $2 billion [21] - The pro forma adjusted EBITDA is approximately $177 million, including approximately $25 million in run-rate synergies [21] - The combined company will have approximately 5,800 global employees [21] - Mission Produce anticipates approximately $25 million of annual cost synergies [23] Product and Geographic Mix - The pro forma product mix is 84% avocado, 5% blueberry, 4% mango, 4% guacamole, 2% tomato, and 1% other [20] - The pro forma geographic mix is 83% U S and 17% rest of world [20]