Q3' & 9M 2025 Financial & Operating Results December 11, 2025 Disclaimer This presentation contains forward-looking statements within the meaning of applicable federal securities laws. Such statements are based upon current expectations that involve risks and uncertainties. Any statements contained herein that are not statements of historical fact may be deemed to be forward-looking statements. For example, words such as "may," "will," "should," "estimates," "intends," and similar expressions are intended t ...

业绩总结 - ABS-201在21天的毛发生长模型中显示出优于5%外用米诺地尔的疗效[11] - ABS-201显著延长了毛发生长的活跃期，并抑制了早期退化期的诱导[32][37] - ABS-201在脱发区域的毛发密度和厚度改善，且在短期治疗后仍保持数年效果[10] 用户数据 - 约有8000万美国人受到雄激素性脱发的影响，其中男性约5000万，女性约3000万[63][66] - 研究显示，80%的男性和81%的女性报告了脱发带来的负面心理影响[87] - 男性中37%表示如果ABS-201可用，他们会优先尝试该产品[96] - 女性中36%表示如果ABS-201可用，他们会优先尝试该产品[96] - 在使用OTC米诺地尔的男性中，39%表示会优先尝试ABS-201[96] - 在使用处方口服药的男性中，29%表示会优先尝试ABS-201[96] 未来展望 - 预计在2026年第一季度完成所有剂量组的招募，初步安全性和药代动力学数据将在2026年第一季度公布[61] - ABS-201的临床试验设计为双盲、安慰剂对照，预计在2027年初公布26周的顶线数据[62] - 预计ABS-201将在2029年至2030年获得FDA批准[101] 新产品和新技术研发 - ABS-201的给药方案为每两周一次的生物制剂注射，且与米诺地尔的比较显示出显著的统计学差异[12] - ABS-201的临床前研究表明，其在毛囊干细胞池的补充和防止耗竭方面具有潜力[39] - ABS-201显著恢复了PRL诱导的关键生发因子IGF1和FGF7的减少，促进了毛发轴的生产[49] 市场扩张 - 预计美国市场的总可寻址市场（TAM）超过250亿美元[99] - 预计全球市场的潜在TAM超过400亿美元[99] - 80%的消费者已经在寻求来自皮肤科医生、美容医疗和整形外科医生的头发治疗[100] - ABS-201有潜力成为男性和女性AGA消费者的首选治疗方案[98]

FY2025 Fourth Quarter Earnings Three and Twelve Months Ended 9.30.25 December 11, 2025 CONFIDENTIAL & PROPRIETARY © Copyright 2025 DLH Holdings Corp. All Rights Reserved. 1 Call Participants Zach Parker President and Chief Executive Officer Kathryn JohnBull Chief Financial Officer CONFIDENTIAL & PROPRIETARY © Copyright 2025 DLH Holdings Corp. All Rights Reserved. 2 Forward-Looking Statements "Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995: CONFIDENTIAL & PROPRIETARY © Copy ...

Building Our Portfolio Through Accretive Acquisitions and Peer-Leading Organic Growth December 2025 Disclaimer Cautionary Note Regarding Forward-Looking Statements GoldRoyalty The information contained herein includes "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian and U.S. securities laws (collectively, "forward-looking statements") concerning the business, operations and financial performance of Gold Royalty Corp. ("GRC" or the "Company") and, in so ...

I N V E S T O R U P D A T E | D E C E M B E R 1 1 , 2 0 2 5 Agenda Welcome and Agenda Built to Win & Built to Last Lori Flees, President & Chief Executive Officer Operational Excellence Linne Fulcher, Chief Operating Officer Break Franchise Advantage & Growth Drivers Adam Worsham, Chief Franchising Officer Clear Roadmap to Accelerating Growth and Driving Performance Kevin Willis, Chief Financial Officer Q&A 2 Safe Harbor Forward-Looking Statements Certain statements herein, other than statements of historic ...

Accelerating Growth Rooted In Excellence Weyerhaeuser 2025 Investor Day December 11, 2025 Agenda 9:00 a.m. – 11:00 a.m. | Prepared Remarks Leadership Team DAVIE WOLD SVP & Chief DEVIN STOCKFISH President & Chief Executive Officer TRAVIS KEATLEY SVP Timberlands BRIAN CHANEY SVP Wood Products PAUL HOSSAIN SVP & Chief Development Officer KRISTY HARLAN SVP, Gen. Counsel & Corporate Secretary DENISE MERLE SVP & Chief Administration Officer Financial Officer 2 ▪ Welcome & Strategic Overview Devin Stockfish ▪ Timb ...

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PIONEERING PRECISION PREVENTION TARGETED THERAPEUTICS FOR NEURODEGENERATIVE DISEASES ACI-7104 in VcSYn Phase 2 - Interim results NASDAQ:ACIU | December 2025 NASDAQ: ACIU | ACI-7104 in VacSYn Phase 2 - Interim results, December 2025 © 2025 AC Immune. Not to be used or reproduced without permission Disclaimer This presentation contains statements that constitute "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. ...

收购与财务数据 - Perimeter Solutions以6.85亿美元现金收购医疗制造技术公司（MMT）[8] - MMT预计在2025年将产生约1.4亿美元的收入和5000万美元的调整后EBITDA[8] - 交易预计将通过新发行的担保债务融资和约1.85亿美元的现金来完成[8] - MMT的调整后EBITDA为5000万美元，收购价格约为调整后EBITDA的14倍[25] - 截至2025年9月30日，Perimeter Solutions的LTM调整后EBITDA为3.29亿美元[33] - 交易完成后，Perimeter Solutions的总债务将达到11.75亿美元，净债务为10.19亿美元[25] - 交易预计在2026年第一季度完成，需获得监管批准[8] 客户与市场数据 - MMT的客户包括蓝筹医疗设备OEM，前十大客户平均合作超过15年[19] - MMT的收入中约50%来自原始设备制造，50%来自售后消耗品、零件和服务[21] - MMT的平均机器使用寿命为10至15年，安装基数约为12000台[21] 未来展望与业绩预测 - 2024年净收入为560,968千美元，较2023年的322,108千美元增长74%[35] - 2024年调整后的EBITDA为280,294千美元，较2023年的96,787千美元增长189%[35] - 2024年调整后的EBITDA利润率为50.0%，相比2023年的30.0%提升20个百分点[35] 成本与费用分析 - 2024年税前亏损为46,863千美元，2023年为61,583千美元，亏损减少24%[35] - 2024年折旧和摊销费用为65,718千美元，较2023年的64,855千美元略有上升[35] - 2024年利息和融资费用为40,461千美元，较2023年的41,378千美元下降2.2%[35] - 2024年股权激励费用为12,849千美元，较2023年的1,596千美元大幅增加[35] - 2024年非经常性费用为7,378千美元，较2023年的4,046千美元增加82%[35] - 2024年外汇损益为2,443千美元，2023年为(1,655)千美元，转为盈利[35] - 2024年重组费用为0，2023年为2,379千美元，重组费用已消除[35]

业绩总结 - Ciena在2025财年的总收入为47.7亿美元，同比增长18.8%（2024财年为40.15亿美元）[46] - Ciena在2025财年的调整后每股收益（EPS）为2.64美元，同比增长45.1%（2024财年为1.82美元）[46] - Ciena在2025财年的自由现金流为6.65亿美元，较2024财年的5.51亿美元增长20.7%[46] - Ciena在2025财年第四季度的总收入为13.52亿美元，同比增长20.3%（2024财年为11.24亿美元）[51] - Ciena在2025财年第四季度的调整后毛利率为43.4%，较2024财年的41.6%提高1.8个百分点[51] 用户数据 - Ciena在2025财年第四季度非电信客户占总收入的55%[50] - Ciena在2025财年第四季度直接云服务提供商的收入同比增长49%，占总收入的42%[50] 未来展望 - 2026财年预计收入在57亿美元到61亿美元之间[65] - 调整后的毛利率预计为43%±1%[65] - 2026财年第一季度预计收入在13.5亿美元到14.3亿美元之间[67] 资本支出与运营费用 - 调整后的运营费用约为15.2亿美元[65] - 资本支出预计在2.5亿到2.75亿美元之间[65] 财务指标 - 第四季度GAAP毛利为577,179千美元，调整后毛利为586,750千美元，调整后毛利率为43.4%[70] - 第四季度GAAP运营费用为566,688千美元，调整后运营费用为408,710千美元[71] - 第四季度GAAP净收入为19,489千美元，调整后净收入为132,917千美元[73] - 第四季度EBITDA为47,849千美元，调整后EBITDA为205,536千美元[75] 市场表现 - 公司在市场上继续受益于技术优势，获得市场份额[64]