Boston Scientific Corporation · NYSE:BSX
Boston Scientific — TCT 2020
20 slides from Boston Scientific's conference presentation, Oct 15, 2020
Slide 1: TCT 2020 Investor Update
TCT 2020 Investor Update October 15th, 2020
Slide 2: Safe Harbor for Forward-Looking Statements
Safe Harbor for Forward-Looking Statements This presentation contains 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. Forward-looking statements may be identified by words like "anticipate," "expect,"
Slide 3: Financial & Regulatory Disclaimers
Financial & Regulatory Disclaimers Financial Disclaimers Market Estimates: Unless noted otherwise, all references to market sizes, market share positions, and market growth rates are BSX internal estimates. Regulatory Disclaimers SAVAL™ Drug-Eluting Below-the-knee Stent: U.S. Caution: Investigationa
Slide 4: Peripheral Interventions
Peripheral Interventions Jeff Mirviss Executive Vice President and President, Peripheral Interventions Michael R. Jaff, D.O. Chief Medical Officer and Vice President of Clinical Affairs, Innovation and Technology, Peripheral Interventions
Slide 5: Category-leading Peripheral portfolio
Category-leading Peripheral portfolio Serves large & underpenetrated disease states Arterial Disease Venous Disease Interventional Oncology $3.2B Market, ~5% Growth $1.4B Market, ~8% Growth $1.6B Market, ~8% Growth Deep Venous Disease Cancer Therapies Peripheral Arterial Disease Superficial Venous I
Slide 6: BTG acquisition update
BTG acquisition update Leveraging global footprint and significant synergies Highly Complementary Portfolio High-Growth Adjacencies Interventional Oncology Venous Disease Pulmonary Embolism Superficial Venous Cancer Therapies Insufficiency Cancer Therapies Access & Delivery Pulmonary Embolism DVT BT
Slide 7: Robust product pipeline and launch cadence
Robust product pipeline and launch cadence Supports top tier growth 2020-2022E New Product Launches Interventional Oncology Venous Disease Arterial Disease Athletis™ PTA Interventional CLOTHUNTER™ Thrombolysis Balloon Oncology HEATfx™ Coils Rubicon™ Control TruSelect™ Vena Cava Filter OptiCross 35™
Slide 8: BSX drug-elution
BSX drug-elution Highly differentiated portfolio w/comparative evidence Eluvia™ Ranger™ Saval™ Drug-Eluting Vascular Stent Drug-Coated Balloon Drug-Eluting Stent Eluvia’s controlled release & Designed to minimize Only controlled drug release polymer-based design make it downstream particulates while
Slide 9: Medicare coverage and reimbursement update
Medicare coverage and reimbursement update Strengthened position and improved accessibility Thrombolysis Eluvia NTAP designation EKOS reimbursement increase CMS granted New Technology Add-on EKOS ultrasound-assisted thrombolysis Payment (NTAP) for the Eluvia Drug-Eluting treatment reimbursement incr
Slide 10: Interventional Cardiology
Interventional Cardiology Joe Fitzgerald Executive Vice President and President, Interventional Cardiology Dr. Ian Meredith, AM Executive Vice President and Global Chief Medical Officer
Slide 11: Interventional Cardiology Portfolio unmatched in depth and breadth
Interventional Cardiology Portfolio unmatched in depth and breadth WATCHMAN FLX LOTUS Edge LAAC TAVR SYNERGY ACURATE neo2 XD, 48 mm, TAVR MEGATRON Drug-Eluting Stents COMET II SENTINEL Pressure Guidewire Cerebral Embolic ROTAPRO Protection Atherectomy Boston Scientific Public – Public Release Author
Slide 12: Coronary Therapies: Innovation to accelerate our #1 global market share
Coronary Therapies Innovation to accelerate our #1 global market share SEE: PREPARE: TREAT: PCI GUIDANCE CALCIUM TREATMENT DRUG-ELUTING THERAPIES ROTAPRO™ SYNERGY XD™ Stent COMET™ II Rotational Pressure Guidewire System (w/ 48mm) Atherectomy System AVVIGO™ WOLVERINE™ SYNERGY MEGATRON™ Guidance Syste
Slide 13: Structural Heart Valves: dual-valve strategy
Structural Heart Valves Driving category leadership with dual-valve strategy SENTINEL LOTUS Edge ACURATE neo2 • Initiated the global Protected • Continued account expansion with • ACURATE neo2 European TAVR Clinical Trial in Q1:20 over 250 accounts opened globally launch underway • Study randomizes
Slide 14: SCOPE II results in context
Structural Heart Valves SCOPE II results in context Primary Endpoint (ITT & PP Analysis) Aortic Regurgitation (PVL) • Missed primary endpoint: composite of all-cause mortality or all stroke at 1 year • Met non-inferiority in PP analysis but missed endpoint in ITT analysis • While numerically better
Slide 15: SCOPE II results in context (continued)
Structural Heart Valves SCOPE II results in context (continued) Powered Secondary Endpoint: New Pacemaker Implantation Lowest pacemaker rates in self-expanding valves • Key secondary endpoint, permanent pacemaker implantation, powered for superiority • Confirmed superiority of ACURATE neo at 30 days
Slide 16: ACURATE neo2
Structural Heart Valves ACURATE neo2 Next-Generation ACURATE neo2 ACURATE neo2 Benefits • Excellent procedural efficiency, with short device usage time and high procedural success • Fast and more efficient TAVI, with reduced length of stay and early discharge • Improved PVL, with larger outer sealin
Slide 17: WATCHMAN: Accelerating penetration and expanding addressable market
WATCHMAN Accelerating penetration and expanding addressable market Estimated Global LAAC Market Size Near Term Drivers (2020 – 2024) Strong market development increasing awareness and bringing patients to therapy WATCHMAN FLX broadening 2026+ patient population and 2019 2024 ~$1.5B ~$3.0B+ acces
Slide 18: WATCHMAN: Driving adoption with FLX and direct-to-patient outreach
WATCHMAN Driving adoption with FLX and direct-to-patient outreach PINNACLE FLX Performance Patient Funnel • Efficacy: 100% effective LAA closure at 12 months • Expanding on excellent results from 2019 • Safety: 0.5% adverse event rate national campaign • High degree of reach and frequency • More ana
Slide 19: Strong product pipeline
Strong product pipeline Supports future top tier growth 2020E 2021E 2022E Peripheral Interventions Peripheral Interventions Peripheral Interventions • Venous Wallstent indication – U.S. • Ranger DCB SFA – Japan • SAVAL DES BTK – EU & U.S. • EKOS Controller 4.0 • OptiCross 35 IVUS Catheter • Interven
Slide 20: Questions & Answers
<—w Boston K Scientific Advancing science for life™ Qk&A