NeoGenomics (Nasdaq: NEO) JP Morgan Healthcare Conference Investor Presentation January 2026 Mission We save lives by improving patient care. Vision We are becoming the world's leading provider of comprehensive cancer testing, data and solutions through uncompromising quality, exceptional customer experience, and innovative products and services. Safe Harbor Statements This presentation has been prepared by NeoGenomics, Inc. ("we," "us," "our," "NeoGenomics" or the "Company"). Statements contained herein ar ...

Financial Performance and Guidance - Acadia reiterated its 2025 revenue guidance of $3280 million to $3300 million[12] - The company also reaffirmed its 2025 adjusted EBITDA guidance of $601 million to $611 million[12] - Acadia expects adjusted EPS for 2025 to be in the range of $194 to $204[12] - Weaker volume environment impacting recent cohort occupancy ramp[34] Operational Highlights and Expansion - Acadia is the 1 pure-play Behavioral Health (BH) provider in the US, treating over 82000 patients daily across its 4 service lines[16] - The company operates 277 facilities across the nation, including 59 acute facilities, 31 specialty facilities, 9 RTC facilities, and 178 CTC locations[16] - In 2025, Acadia added 1089 new beds but closed five facilities totaling 382 beds, resulting in a net increase of 707 beds[30] Strategic Initiatives and Challenges - The company is focused on setting the standard for quality across the industry while expanding access to behavioral healthcare[23] - Acadia faced challenges in 2025, including increased PLGL litigation costs, volume underperformance, and rate pressure, impacting adjusted EBITDA[32] - New facility openings represent >$200 million incremental EBITDA opportunity[37]

Financial Position and Runway - Beam had $1.25 billion in cash as of December 31, 2025, inclusive of $255.1 million proceeds from the Orbital acquisition[16] - The company's operating runway is expected into 2029, funding through risto-cel launch and execution of BEAM-302 pivotal development plan[16,60] Program Advancements and Regulatory Alignment - Beam achieved first human proof of concept for in vivo gene correction with BEAM-302 in 2025[17] - Alignment was reached with the FDA on a potential accelerated approval pathway for BEAM-302 in AATD, with primary endpoint expected to be based on AAT biomarkers evaluated over 12 months[27] - The company plans to submit the risto-cel BLA package as early as YE 2026[45,60] Clinical Data and Trial Updates - BEAM-302 Phase 1/2 trial has dosed >25 patients across cohorts to date, with updated clinical data expected by the end of first quarter 2026[25,60] - Initial clinical data for BEAM-301 is planned to be reported by YE 2026[31,60] - BEACON results for risto-cel in SCD show HbF levels >60% and HbS levels <40%, comparable to sickle trait, with resolution of anemia and normalized or improved markers of hemolysis and oxygen delivery[37] - At Day 28, BEAM-302 showed mean total AAT in circulation at 12.4µM, mean % change in Z-AAT at -78%, and corrected M-AAT reached >90% of total circulating AAT[24] Strategic Initiatives - Beam completed a $500 million financing and runway extension into 2029[17] - The company intends to pursue an accelerated approval pathway for BEAM-302 based on FDA feedback to date[26]

Corporate Presentation January 2026 © 2026 Solid Biosciences Cautionary Note Regarding Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding future expectations, plans and prospects for the company; the ability to successfully achieve and execute on the company's goals, priorities and key clinical and preclinical milestones; strategies and expectations for the company's SGT ...

Natera, Inc. Investor presentation J.P. Morgan Healthcare Conference January 13, 2026 1 Safe harbor statement This presentation containsforward-looking statements under the meaning of the Private Securities Litigation Reform Act of 1995. Allstatements other than statements of historical facts contained in this presentation, including statements regarding our market opportunity, our anticipated products and launch schedules, our reimbursement coverage and our product costs, our commercial and strategic partn ...

Zorevunersen for Dravet Syndrome - Stoke Therapeutics is advancing zorevunersen as a potential disease-modifying therapy for Dravet Syndrome[9] - Phase 3 study (EMPEROR) enrollment is expected to complete in Q2 2026 with data readout in mid-2027 to support NDA[12, 38] - Approximately 330 patients have been identified globally for the EMPEROR study, with ~60 in screening and ~60 randomized[12, 39] - Data from ongoing OLE studies show continuing improvements in cognition and behavior over 36 months[24] - Zorevunersen demonstrated significant reduction in major motor seizure frequency at 6 months compared to natural history data, with an 8248% reduction compared to a 2043% reduction in the natural history group (P=00181)[26] - In OLE studies, 86% of patients experienced CSF protein elevation, classified as a TEAE in 45%[31] STK-002 for Autosomal Dominant Optic Atrophy (ADOA) - A Phase 1 study of STK-002 for ADOA has been initiated in the UK and Europe[11] Financial Status and Collaboration - Stoke Therapeutics had approximately $3917 million in cash, cash equivalents, and marketable securities as of December 31, 2025, with funding anticipated into 2028[12] - A strategic collaboration with Biogen exists for the development and commercialization of zorevunersen, with Biogen holding exclusive commercialization rights outside of the US, Canada, and Mexico[48] - The Biogen collaboration includes $165 million upfront, shared development costs, and potential milestone payments of $385 million[49] Market Opportunity - There are approximately 38,000 patients with Dravet syndrome across 7 major markets[40, 44]

Financial Performance and Growth - Harmony Biosciences anticipates net revenue between $1 billion and $1.04 billion for 2026[16] - The company's revenue has grown consistently year-over-year, with $714.7 million in 2024, $868 million in 2025, and projected growth into 2026[52] - WAKIX net revenue has shown significant growth from $160 million in 2020 to over $1 billion projected for 2026[15] Pitolisant Franchise Strategy - The company is focused on growing the WAKIX franchise, extending it with Pitolisant GR, and expanding it with Pitolisant HD[8] - Pitolisant GR has the potential to extend the pitolisant franchise with utility patents filed to 2044[9] - Pitolisant HD has the potential to expand the pitolisant patient base into new indications[9] Pipeline Development - A Phase 1 clinical PK data for BP1.15205, a potential best-in-class Orexin 2 Receptor (OX2R) Agonist, is anticipated in mid-2026[42] - Topline data from ongoing global Phase 3 trials for EPX-100 in Dravet Syndrome (DS) and Lennox-Gastaut Syndrome (LGS) are anticipated in 1H 2027[45, 47] - The company submitted an NDA for Pitolisant GR in Q2 2026, with an anticipated PDUFA date in Q1 2027[31] Market Opportunity - There are approximately 170,000 people living with narcolepsy in the U S, with over 50% undiagnosed[22]

Financial Performance & Growth - Amneal's net revenues increased from $1.6 billion in 2019 to $3.0 - $3.1 billion in 2025, reflecting a Compound Annual Growth Rate (CAGR) of +7% to +11%[14] - Adjusted EBITDA grew from $339 million in 2019 to $675 million - $685 million in 2025, with a CAGR of +8% to +9%[14] - Operating cash flow increased significantly from $2 million in 2019 to an estimated $300 million - $330 million in 2025[14] - Total company revenue for FY 2024 was $2.794 billion, with a +9% historical growth rate (2020-2024 CAGR) and a high single-digit growth projection[18] Portfolio & Pipeline - The company has a growing portfolio of 280+ affordable medicines across complex dosage forms[10] - The company has 69 pending ANDAs (Abbreviated New Drug Applications), with 64% being non-oral solids[14] - The company has 44 pipeline products, with 95% being non-oral solids[14] - The company has 3 commercial biosimilars and 5 biosimilars in the pipeline[14] Market & Strategy - The company is targeting the GLP-1/Peptides market, which is projected to grow from $26 billion in 2025 to $50 billion in 2030[16] - The company expects $300-500 million in U S peak sales for CREXONT® for Parkinson's Disease[19] - The company expects $50-100 million in U S peak sales for Brekiya® for migraine[24]

Financial Performance and Outlook - Elanco expects organic constant currency revenue growth starting in 2025[10] - The company anticipates adjusted EBITDA growth starting in 2026[10] - Elanco projects over $1 billion in total free cash flow from 2026 to 2028[10] - The company aims to reduce net leverage to below 3x in 2027 and further towards 20x-25x[10] - Elanco expects innovation to deliver $11 billion in revenue in 2026, compared to $840-$880 million in 2025[90] Innovation and Pipeline - Elanco's innovation engine is expected to generate $840-$880 million in revenue in 2025[34] - The "Big 6" products are projected to drive $11 billion in innovation revenue in 2026[39] - The company anticipates 5-6 potential blockbuster approvals between 2026 and 2031, with peak sales exceeding $2 billion[10, 61, 90] - Elanco's "Next Wave" innovation portfolio includes over 15 projects across 8 innovation spaces[58, 59] Market and Industry Trends - The animal health industry is projected to grow from $42 billion to $60 billion[11] - The pet health industry is a $17 billion market experiencing mid-single-digit to high-single-digit growth[16] - The farm animal health industry is a $25 billion market with low-single-digit to mid-single-digit growth[17] Elanco Ascend and Cost Savings - Elanco Ascend is expected to generate approximately $200-$250 million in adjusted EBITDA savings by 2030, net of inflation and reinvestment[71, 90] - The company anticipates approximately $25 million in savings in 2026, $60 million in 2027, and $130 million in cash cost[90]

Business Overview - The company has nine medicines on the market driving revenue growth[4] - Two co-owned medicines are TIVDAK® (tisotumab vedotin) and EPKINLY® /TEPKINLY® (epcoritamab)[4] - The company is targeting <3x gross leverage by 2027E[6] Pipeline and Potential Launches - Three late-stage assets are positioned for potential 2027 launches[4] - Epkinly® (Lymphoma) has a peak annual sales potential of >$3 Billion[8] - Rina-S® (Gyn-Onc) has a peak annual sales potential of >$2 Billion[8] - Petosemtamab (HNSCC) has a multi-$Billion peak annual sales potential[8] - Up to six registrational readouts are expected in 2026, enabling 2027 launches[13] Financial Performance and Projections - In 2024, revenue was $3121 million[28] - In 2024, net profit was $1133 million[28] - Darzalex sales in 2024 were $1167 billion and are projected to reach $203 billion by 2030[15]