Forward-looking statements Integra LifeSciences J.P. Morgan Healthcare Conference January 2026 Slide 2 A global medtech leader dedicated to restoring lives Demonstrated leadership in $9B global market Extensive portfolio of best-in-class products Executing strategic transformation Strengthening operational foundation Enabling growth and innovation 19% LTM adjusted EBTIDA margin 62.8% LTM adjusted gross margin $1.6B LTM reported revenue $89M LTM operating cash flow Slide 3 Financial metrics shown for the tra ...

JP Morgan 44th Annual Healthcare Conference Frank D. Lee Chief Executive Officer PCRX | January 14, 2026 Forward-looking statements and where to find additional information Any statements in this presentation about Pacira's future expectations, plans, trends, outlook, projections and prospects, and other statements containing the words "anticipate," "believe," "can," "could," "estimate," "expect," "intend," "may," "plan," "project," "should," "will," "would," and similar expressions, constitute forward-look ...

Advanced Therapies for the Sports Medicine & Severe Burn Care Markets 44TH ANNUAL J.P. MORGAN HEALTHCARE CONFERENCE JANUARY 14, 2026 Safe Harbor PORTFOLIO OF INNOVATIVE CELL THERAPIES AND SPECIALTY BIOLOGICS WITH SIGNIFICANT BARRIERS TO ENTRY ongoing internal control, review and audit procedures. Additional factors that could cause actual results to differ materially from those set forth in the forward-looking statements include, but are not limited to, uncertainties associated with our expectations regardi ...

Membership and Growth - Total membership reached 275,300 as of January 1, 2026, reflecting a 30% Compound Annual Growth Rate (CAGR) since inception[16] - The company projects year-end 2026 membership to be in the range of 290,000 to 296,000[16,46] - From 2024 to Q3 2025, peers averaged 1% annual membership growth[36] - As of January 1, 2026, 80% of new members are new to MA, and 20% are MA plan switchers[47] - January 1 net Medicare Advantage enrollment growth in California was +23,800 (+84% YoY)[47] - January 1 net Medicare Advantage enrollment growth Ex-California was +41,500 (+23% YoY)[47] Financial Performance - The company's total revenue has grown from $127 million in 2014 to $3939 million in 2024[16] - The company raised YE adjusted EBITDA guidance from $48M to $94M at the midpoint from initial guidance to current guidance[52] - The company expects consensus adjusted EBITDA of $145M to be within FY 2026 guidance range[52] Quality and Cost Management - 100% of Alignment's members are in plans rated 4 stars or above, compared to 65% for the industry[40] - The company invests ~4% of medical expenses for at-risk members in employed clinical model[21] - The company has achieved superior growth while managing medical costs effectively, differentiating itself from peers who averaged a 1% annual membership growth and an annual increase in MBR of 160bps[36] Market Position - The company has less than 1% national market share and approximately 6% share in existing markets[53] - The MA market is projected to grow further over the next decade, with MA penetration reaching 58% in 2034[54]

Immunome Corporate Presentation 44th Annual J.P. Morgan Healthcare Conference 1 January 2026 Disclaimer and Forward-Looking Statements Forward-Looking Statements Statements in this presentation that are not purely historical in nature are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. We use words such as "may," "might," "will," "could," "would," "should," "expect," "intend," "plan," "vision," "objective," "anticipate," "believe," "estimate," "predic ...

Two products with blockbuster potential and a pipeline of first- or best-in-class drugs J. P. Morgan Healthcare Conference 2026 – January 2026 Forward-looking statements The information in this presentation contains certain "forward-looking statements", relating to the company's business, which can be identified by the use of forward-looking terminology such as "intend", "estimates", "believes", "expects", "may", "are expected to", "will", "will continue", "should", "would be", "seeks", "pending" or "antici ...

Creating a World Class Platform JP Morgan Healthcare Conference Presentation January 2026 © 2026 AtriCure, Inc. All rights reserved. Forward Looking Statements and Non-GAAP Financial Measures This presentation and oral statements made in connection with this presentation contain "forward-looking statements," which are statements related to future events that by their nature address matters that are uncertain. Forward-looking statements address, among other things, AtriCure's expected market opportunity, gui ...

Q3 2025 Financial Performance - SkyWater achieved record Q3 2025 revenues of $150.7 million, exceeding the high end of the guidance range by over $9 million[7] - GAAP gross profit reached $36.2 million with a gross margin of 240%[125] - Adjusted EBITDA was $25.8 million, significantly surpassing forecasts[128] - Net income was $144 million, representing 95.5% of total revenue[128] Q4 2025 Guidance - The company expects Q4 2025 total revenues to be in the range of $155 million to $165 million[55] - SkyWater Texas revenue is projected to be between $84 million and $88 million[55] - Tools revenue is expected to be $17 million to $18 million, with a revised full-year expectation of $23 million to $24 million[55] - Adjusted EBITDA is guided to be in the range of $16 million to $22 million, with an adjusted EBITDA margin between 12.2% and 16.8%[146] Business Highlights and Growth Drivers - SkyWater anticipates strong growth in quantum computing customer revenues, expecting to exceed 30% in 2025[12] - The acquisition of Fab 25 in Texas has led to higher-than-expected revenue and profitability, with SkyWater now operating as two distinct reportable segments[12] - Advanced Packaging revenues are starting to ramp in Florida, with tool installations scheduled for completion in early 2026[12] - The company's acquisition added approximately 400,000 wafer/year capacity to the 200mm U S foundry supply base[29]

Pipeline and Clinical Development - Vopimetostat, a PRMT5 inhibitor, is in dose expansion for MTAP-del cancers and dose escalation for RAS-mut pancreatic and lung cancer, including combinations with RAS inhibitors[13] - TNG456, a brain-penetrant PRMT5 inhibitor, is in dose escalation for MTAP-del glioblastoma[13] - TNG961, an HBS1L degrader, has Phase 1 enabled for MTAP/FOCAD-del solid tumors[13] - A pivotal study for vopimetostat monotherapy in 2L MTAP-del pancreatic cancer is planned to start in 2026[23, 37] - Early data from the vopimetostat + RAS(ON) inhibitor clinical study is encouraging, with 30 patients dosed and both combinations well-tolerated[45, 48] Vopimetostat Clinical Data - Vopimetostat monotherapy demonstrated an Overall Response Rate (ORR) of 27% across 16 different histologies and a Disease Control Rate (DCR) of 78%[30] - In 2L pancreatic cancer, vopimetostat showed a median Progression-Free Survival (mPFS) of 7.2 months, more than twice historical Standard of Care (SOC) trials[32, 35] - In a histology-selective cohort, vopimetostat achieved an ORR of 49%, a DCR of 89%, and an mPFS of 9.1 months[50, 53] Financial Status - The company reported a cash balance of $343 million as of December 31, 2025, providing a cash runway into 2028[19, 81] Glioblastoma Focus - TNG456 is being developed for MTAP-del glioblastoma, which represents 45% of GBM cases, or approximately 7,000 patients per year in the US[23]

Pioneering CAR T in Autoimmune Diseases JP Morgan Healthcare Conference January 2026 Disclaimer and Forward-Looking Statements This presentation contains forward-looking statements that are based on management's beliefs and assumptions and information currently available to management of Kyverna Therapeutics, Inc. ("Kyverna", "we", "our," or the "Company"). All statements other than statements of historical facts contained in this presentation are forward-looking statements. Forward looking statements inclu ...