Q1 2021 Business Update

0 Appendix A Reconciliation of Loss from Operations to Contribution Margin ($ THOUSANDS) Loss from Operations Add: Research and Development Expenses, Excluding Stock-Based Compensation General and Administrative Expenses, Excluding Stock-Based Compensation Stock-Based Compensation Contribution Contribution Margin Q1 2020 Q1 2021 $ (70,185) $ (114,014) $ 50,768 $ 60,597 $ 58,221 $ 63,975 $ 54,107 $ 193,731 $ 92,911 $ 204,289 41% 60%

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