Unmasking Advances in Oncology 44th Annual JP Morgan Healthcare Conference Dr. Sean McCarthy, CEO and Chairman January 14, 2026 © 2026 CytomX Therapeutics, Inc. 1 Forward-Looking Statements This presentation may contain projections and other forward-looking statements regarding future events, including those related to varsetatug masetecan and CX-801. All statements other than statements of historical facts contained in this presentation, including statements regarding our future financial condition, techno ...

Business Overview - Concentra is the largest provider of occupational health services in the United States by number of locations[7] - The company cares for an average of over 52,000 patients each business day[7] - Concentra serves approximately 200,000 employer customers[7] - The company treats approximately 1 in every 4 injuries that occur within the U S workplace[12] - Concentra has over 1,000 total locations[12] Financial Performance - Concentra's TTM Revenue is $21 billion[8] - The company's TTM Adjusted EBITDA is $414 million[8] - Concentra's TTM Adjusted EBITDA margin is 198%[8] - The company's TTM free cash flow is $176 million[11] - Concentra's revenue from the largest employer customer is less than 3%[8]

Financial Performance and Growth - West Pharmaceutical Services achieved $2.9 billion in net sales in 2024[13] - The company anticipates a return to long-term organic growth of 7-9% with margin expansion[9, 55] - Adjusted operating margin was 19.8% in 2024[13] - Operating cash flow increased by 9% year-over-year in the first nine months of 2025[48] - Free cash flow increased significantly by 54% year-over-year in the first nine months of 2025[49] Market Trends and Opportunities - The injectables market is expected to grow from approximately $700 billion in 2024 to $1.2 trillion by 2030[15] - Biologics are anticipated to increase from 80% of the total injectables market value in 2024 to 90% in 2030[15] - GLP-1 elastomers represent 9% of revenue, and GLP-1 contract manufacturing represents 8% of revenue[26] - Commercialized Annex 1 opportunities are driving 200 bps of FY25 revenues[31] Product and Strategic Focus - High-value product (HVP) components constitute 48% of revenue and drive over 70% of gross profit[36, 37] - The company is selling manufacturing and supply rights for SmartDose® 3.5mL On-Body Delivery System to AbbVie for $112.5 million, representing less than 4% of total company FY25 revenues[53]

Financial Performance & Outlook - Helios Technologies reported annual sales of $825 million[9] - The company's market capitalization stands at $2.1 billion[9] - Adjusted Free Cash Flow (FCF) conversion for TTM 3Q25 was 223%[38] - Net debt to TTM adjusted EBITDA ratio was 2.4x at the end of 3Q25, compared to 2.8x in the prior-year period[33] Segment Breakdown & Geography - Hydraulics segment accounts for 65% of the company's sales, while Electronics segment contributes 35%[10] - Americas represent 53% of the company's geographic sales, followed by APAC at 24% and EMEA at 23%[11] Capital Allocation & Debt Management - The company prioritizes debt repayment to provide future optionality on capital deployment[33] - Capital expenditures (CapEx) amounted to $6.7 million, representing 30% of sales in 3Q25[38] Strategic Initiatives - The company aims to shorten the cash conversion cycle through improved working capital management[40] - Helios celebrated its 55th anniversary in 2025[17]

NASDAQ PROK Transforming the Future of Chronic Kidney Disease Treatment Preserving Kidney Function in Patients at High Risk of Kidney Failure 44th Annual J.P. Morgan Healthcare Conference Bruce Culleton, MD Chief Executive Officer January 14, 2026 Copyright © 2026 ProKidney Corp. All rights reserved. Forward-looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. ProKidney's actual ...

44th Annual J.P. Morgan Healthcare Conference Emmanuel Ligner President and CEO January 14, 2026 Disclaimer Forward-looking statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 and are subject to the safe harbor created thereby under the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact included in this presentation are for ...

Business Overview - Agios is positioned for growth and aims for profitability with its existing commercial portfolio[3, 4] - The company has a strong foundation in hematology and aspires to become a sustainable rare disease company[5] - Agios estimates a total global market size of over $10 billion by 2030 for its current pipeline indications[11] Product Pipeline and Approvals - AQVESME (mitapivat) is now approved in the U S for anemia in adults with alpha- or beta-thalassemia, addressing approximately 4,000 addressable patients at launch[7, 17, 23] - AQVESME has a potential to deliver $1 billion in global peak-year-sales across PKD and thalassemia indications[24] - Pyrukynd is approved in the U S , EU, and UK for Pyruvate Kinase Deficiency[7] Clinical Development - In Sickle Cell Disease, 40.6% of patients achieved Hemoglobin response (≥1 g/dL) in the mitapivat trial[37] - Phase 1 tebapivat data demonstrates a 1.2 g/dL increase (2mg) and 1.9 g/dL increase (5mg) in mean change from baseline in Hb across dosing cohorts at Day 28 in SCD patients[44] - In LR-MDS, 40% of low transfusion burden cohort achieved transfusion independence with tebapivat[51]

A Scaled CRDMO Platform Delivering Sustainable High Growth Use of Adjusted Financial Measures (Non-IFRS Measures) We have provided adjusted net profit, adjusted net profit margin, adjusted gross profit, adjusted gross profit margin, adjusted EBITDA, adjusted EBITDA margin and adjusted basic earnings per share for the corresponding periods, which excludes the share-based compensation expenses, listing expenses, gains or losses from equity investments and foreign exchange gains or losses, and are not required ...

Financial Performance Highlights - The company reported revenues of $85.2 billion, up 6% year-over-year[9], or $86.4 billion excluding notable items, up 7% year-over-year[9] - Net income was $14.3 billion, up 13% year-over-year[9], or $16.1 billion excluding notable items, up 27% year-over-year[9] - Earnings per share (EPS) was $6.99, or $7.97 excluding notable items[9] - The company's Return on Tangible Common Equity (RoTCE) was 7.7%, up 70 bps year-over-year[9], or 8.8% excluding notable items, up 180 bps year-over-year[9] Business Segment Results - Services revenues reached $21.3 billion[11], up 8% year-over-year[32] - Markets revenues totaled $22.0 billion[11], up 11% year-over-year[37] - Banking revenues were $8.2 billion[11], up 32% year-over-year[41] - Wealth revenues amounted to $8.6 billion[11], up 14% year-over-year[46] - U S Personal Banking (USPB) revenues were $21.0 billion[11], up 5% year-over-year[54] Capital and Liquidity - The company's Common Equity Tier 1 (CET1) Capital Ratio was 13.2%, approximately 160 bps above regulatory requirements[9, 27] - The company returned over $17.5 billion to common shareholders, including $13.25 billion in share repurchases[9] Outlook - The company projects Net Interest Income (NII) excluding Markets to grow by 5-6% year-over-year in 2026[67] - The company is targeting an efficiency ratio of approximately 60% and positive operating leverage for 2026[69] - The company is targeting a return of 10-11% in 2026[72]

Company Overview - Treace Medical Concepts is focused on the surgical treatment of bunions and related deformities[7] - The company reported preliminary FY 2025 revenue of $212.3 million to $212.7 million, representing approximately 2% year-over-year growth at the midpoint[7] - Approximately 1/3 of US Foot & Ankle Surgeons used Treace bunion systems in 2025[7] Market Opportunity - Approximately 67 million Americans are affected by bunions[9] - Annually, 4.4 million people seek medical treatment for bunions, with 1.1 million being surgical candidates, representing a $5 billion+ US market opportunity[9] - The current US market for bunion surgical procedures is $2.3 billion, with podiatrists performing 75% of the surgeries and orthopedists performing 25%[9, 11] Technology and Clinical Outcomes - In nearly 90% of bunions, the metatarsal bone is rotated in the frontal plane[15] - Failure to correct the frontal plane component can lead to a 10-12x greater risk of recurrence[18] - Lapiplasty patients experienced early weight bearing at 7.7 days (average) in a walking boot[23] - Lapiplasty patients experienced low recurrence rates of 0.8% (HVA >20°) & 8.4% (HVA >15°) at 48 months[23] - Lapiplasty patients experienced 81% pain reduction with 89% improvement in MOxFQ walking/standing scores at 48 months[23] Future Growth and Strategy - 58% of surgeons expect MIS osteotomies to be their fastest-growing bunion procedure in the next year[35] - 56% of bunion patients would "greatly increase interest" in surgery with an MIS option[36]