OSUR

• GAAP net income was $6.2 million in Q2 2026, compared to a net loss of $19.7 million in Q2 2025.
• GAAP gross margin improved to 43.5% in Q2 2026 from 42.1% in Q2 2025.
• Company guides Q3 2026 total revenues of $29.5 million to $32.5 million.
• Cash and cash equivalents were $161 million as of June 30, 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• OraSure Technologies announced FDA clearance of its Colli-Pee Dx Urine Collection Kit on June 11, 2026.
• The kit is compatible with Roche's cobas 5800, 6800, and 8800 molecular diagnostic systems.
• It enables at-home self-collection of first-void urine for both male and female patients.
• The event was reported under Item 8.01 as a regulatory clearance announcement.

8.01 Other Events

• Shareholders approved a Certificate of Incorporation amendment to declassify the board over three years, effective from the fiscal 2027 annual meeting.
• Three Class II directors were elected to terms ending in 2029: John D. Bertrand, Steven K. Boyd, and Robert W. McMahon.
• Shareholders ratified Grant Thornton LLP as independent auditor for fiscal 2026 and approved an advisory vote on executive compensation.
• The Certificate of Amendment was filed with the Delaware Secretary of State and became effective on June 3, 2026.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• GAAP gross margin improved to 42.3% from 41.1% year-over-year; non-GAAP gross margin rose to 43.4% from 41.7%.
• GAAP operating loss widened to $23.3 million from $17.8 million; non-GAAP operating loss was $19.0 million.
• Cash and cash equivalents were $177 million as of March 31, 2026; the company repurchased about 1.8 million shares for $5 million in Q1.
• The company guides Q2 2026 total revenues of $27 million to $30 million.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• John D. Bertrand was appointed as an independent Class II director, effective April 16, 2026, with a term expiring at the 2026 annual meeting.
• OraSure will seek shareholder approval at the 2026 annual meeting to declassify its board of directors, phasing in annual director elections.
• Altai agreed to vote its shares in line with board recommendations until the agreement's termination date of March 31, 2027, subject to certain exceptions.
• Bertrand will receive an initial equity award of $100,000 in time-vested restricted shares, vesting two years from grant.

1.01 Entry into a Material Definitive Agreement · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The presentation disputes Altai's valuation of $4.54–$6.60 per share, noting Altai sold 127,000 shares at an average of $2.98 in March 2026.
• OraSure highlights a $199M cash balance with no debt, a $40M share repurchase program initiated in 2025, and a ~40% workforce reduction since 2023.
• The company cites near-term catalysts including FDA review of Sherlock CT/NG self-test and Colli-Pee device, with expected operating cash flow breakeven in 1H 2026.
• OraSure says it proposed settlement options including appointing Altai's nominee, but Altai rejected them; the board has committed to declassification regardless.
• The filing is under Item 7.01 Regulation FD Disclosure, as the presentation is furnished, not filed, and includes an exhibit (99.1).

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• David J. Shulkin, M.D. notified OraSure Technologies' board of his resignation as director on February 28, 2026.
• His resignation is effective March 2, 2026.
• The resignation is not due to any dispute or disagreement with the board, company, or management.
• The board thanked Dr. Shulkin for his years of service and contributions.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Full-year 2025 net loss was $68.7 million, compared to a net loss of $19.5 million in 2024.
• GAAP diluted EPS for Q4 2025 was $(0.27), versus $(0.14) in Q4 2024.
• Cash and cash equivalents were $199 million as of December 31, 2025.
• Company guides Q1 2026 total revenues of $26 million to $29 million.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits