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]

FORWARD-LOOKING STATEMENTS This communication contains certain "forward-looking statements" within the meaning of federal securities laws. Forward-looking statements may be identified by words such as "anticipates," "believes," "could," "continue," "estimate," "expects," "intends," "will," "should," "may," "plan," "predict," "project," "would" and similar expressions. Forward-looking statements are not statements of historical fact and reflect Calavo's and Mission's current views about future events. Such f ...

Pipeline Programs - Setrusumab for Osteogenesis Imperfecta (OI) Phase 3 results were reported around the end of 2025, partnered with Ultragenyx, but neither study achieved the primary endpoint of reduction in AFR compared to placebo or bisphosphonates[8, 11] - Alvelestat for Alpha-1 Antitrypsin Deficiency-associated Lung Disease (AATD-LD) activities are ongoing to support the initiation of Phase 3, following an agreement in principle on the primary endpoints[8] - Vantictumab for osteopetrosis is out-licensed to āshibio, with EU rights retained, and an IND is planned for H2 2026[8] Financial Status - The company has approximately $41 million in cash and cash equivalents as of December 31, 2025, providing a cash runway into mid-2027[8] Setrusumab Clinical Trial Results - In the Orbit study (Setrusumab vs placebo), 19.5% of patients met rescue criteria at 12 months, primarily due to fractures, with a larger number of placebo patients exiting the study[14] - In the Cosmic study (Setrusumab vs bisphosphonates), there was a 59% reduction in vertebral fractures on setrusumab (p=0.081), despite more severe type III/IV patients on setrusumab (65% setrusumab vs 54% IV-BP)[31] - Setrusumab patients in the Orbit study showed improvements in disease severity (PGIS) in peds/teens, as well as improvements in pain/comfort and sports/activity[20] Market Opportunities - Osteogenesis Imperfecta affects approximately 60,000 patients across the US & Europe[9] - Severe Alpha-1 Antitrypsin Deficiency affects an estimated 50,000 patients in North America and 60,000 in Europe[9] - Osteopetrosis has an incidence of 1 in 20,000 in North America and Europe, with onset typically in late childhood[9]

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 ...

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 ...

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 ...