Experience Investment Corp.

Revenue rose 61% and the balance sheet shows why: goodwill and intangibles grew $31.2 million over the half-year while cash and short-term investments fell $38.5 million, so acquisitions were paid for out of liquidity. Intangible amortization alone is now larger than the operating loss.

Nearly all the revenue growth is the new Clinical segment, which did not exist in the prior-year period, so the 60.7% headline is not organic. Adjusted EBITDA more than tripled while the GAAP net loss also tripled, the gap being intangible amortization from the acquisitions.

A dated meeting is what a holder needs in order to plan a redemption election, and this is the version that supplies it. The economics are as before: at the Reference Price of $10.00 per share the 35,625,000 shares of merger consideration would have a value of $356,250,000, assuming all EIC Options are net exercised, and the filing repeats that this valuation may not indicate the price that will prevail in the trading market afterwards. The concurrent PIPE remains 12,500,000 shares at $10.00 per share, $125,000,000 in total, including an affiliate of the sponsor.

Two amendments in, a holder still has no meeting date and therefore no redemption deadline. The economics as stated are unchanged: at the Reference Price of $10.00 per share the 35,625,000 shares of merger consideration would have a value of $356,250,000, on the assumption that all EIC Options are net exercised, and the filing repeats that this valuation may not indicate the price that will prevail in the trading market afterwards. The concurrent PIPE remains 12,500,000 shares at $10.00 per share, $125,000,000 in total, including an affiliate of the sponsor.

The filing is unusually direct about what its own headline number means: at the Reference Price of $10.00 per share the 35,625,000 shares of merger consideration would have a value of $356,250,000, but it states that the valuation ascribed to the Blade business and to the shares issued may not indicate the price that will prevail in the trading market afterwards, and that Blade stockholders cannot be sure of the value they will receive. The concurrent PIPE is 12,500,000 shares at $10.00 per share, $125,000,000 in total, and includes an affiliate of the sponsor.

35,625,000 shares is the entire registered issuance, to be issued or reserved for issuance in the merger, so the dilution ceiling is fixed at this first version rather than left open. Blade's holders act by written consent while EIC's stockholders vote at a special meeting held by live webcast on a date and at a time both left blank, so the two sides are asked in different forums and no redemption deadline can be read from this document. The $14.10 is a market average used for the fee, not a deal price.

What changed: Q2 2026 10-Q of Strata Critical Medical, Inc. (Nasdaq: SRTA). Revenue rose to $72,506 thousand for the quarter from $45,108 thousand and to $139,890 thousand for the six months from $81,056 thousand; gross profit was $15,215 thousand against $9,007 thousand. Operating expenses rose to $20,623 thousand from $13,648 thousand, including amortization of intangible assets of $6,627 thousand against $356 thousand, giving an operating loss from continuing operations of $(5,408) thousand. Why it matters: Revenue rose 61% and the balance sheet shows why: goodwill and intangibles grew $31.2 million over the half-year while cash and short-term investments fell $38.5 million, so acquisitions were paid for out of liquidity. Intangible amortization alone is now larger than the operating loss.

What changed: Exhibit 99.1 to an 8-K of Strata Critical Medical, Inc. (Nasdaq: SRTA): the August 4, 2026 press release reporting Q2 2026 results on a continuing-operations basis, with the divested Passenger business reclassified as discontinued operations in all periods. Total revenue rose 60.7% to $72,506 thousand, comprising Logistics of $48,240 thousand (up 6.9%) and Clinical of $24,266 thousand — Transplant Clinical $12,521 thousand and Other Clinical $11,745 thousand — for which no prior-year comparison is presented. Why it matters: Nearly all the revenue growth is the new Clinical segment, which did not exist in the prior-year period, so the 60.7% headline is not organic. Adjusted EBITDA more than tripled while the GAAP net loss also tripled, the gap being intangible amortization from the acquisitions.