ROYALTY PHARMA $RPRX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $690M; +13% YoY 🔹 Adjusted EBITDA: $840M (Est. $792M) 🟢 🔹 Portfolio Receipts: $890M (Est. $884.8M) 🟢; +9% YoY Raises FY26 Guide: 🔹 Portfolio Receipts: $3.50B-$3.55B; from $3.40B-$3.50B 🔹 Payments for operating costs: 5.5%-6.0% 🔹 Interest paid: $350M-$360M Announcements: 🔹 Zoryve Royalty: $100M upfront 🔹 Mimrylo Royalty: $100M Key Updates: 🔹 Transactions: $1.9B announced; $1.6B capital deployed 🔹 Pelacarsen: $150M non-cash impairment charge Other Q3 Metrics: 🔹 Royalty Receipts: $883M (Est. $873.9M) 🟢; +9% YoY 🔹 Cystic Fibrosis Franchise: $225M (Est. $222M) 🟢; +1% YoY 🔹 Trelegy: $89M (Est. $90M) 🔴; -6% YoY 🔹 Tremfya: $80M (Est. $76M) 🟢; +61% YoY 🔹 Tysabri: $67M (Est. $67M) 🟡; -1% YoY 🔹 Net Cash From Operations: $686M Comments: 🔸 “We delivered 9% growth in Royalty Receipts for the quarter and double-digit growth year-to-date.” 🔸 “Lastly, we remain excited by the potential for R&D co-funding with global biopharma - where we have announced $1 billion of transactions so far this year - which represents an important new opportunity for our business.”