Outset Medical, Inc. · NASDAQ:OM
Outset Medical — Investor Presentation (2026)
17 slides from Outset Medical's investor presentation, 2026
Slide 1: Outset Medical Investor Presentation 2026
Outset Medical Investor Presentation 2026
Slide 2: Forward-looking statements and non-GAAP information
Forward-looking statements and non-GAAP information This presentation and the accompanying oral statements contain Forward-looking statements are inherently subject to risks and statements as predictions of future events. These forward-looking forward-looking statements within the meaning of the fed
Slide 3: Dialysis care that improves patient outcomes with lower cost and less complexity
Dialysis care that improves patient outcomes with lower cost and less complexity. 3 Outset Medical, Inc. - Confidential & Proprietary - Do Not Distribute
Slide 4: Investment Highlights
Investment Highlights Scale in $2.5B More than 1,000 ~70+% recurring Enterprise Strong cash acute/post-acute sites of care revenue powered dialysis solution position, care market; performing by predictable differentiated capitalized emerging >1,000,000 utilization by expert know- through presence in
Slide 5: Dialysis is one of the largest, most expensive, least-changed sectors of healthcare
CURRENT STATE Dialysis is one of the largest, most expensive, least-changed sectors of healthcare 2023 2003 1 $71B Annual spending on $55B1 5% Medicare 2 for 1% ESRD 2 ~30% 1 Paid by Medicare spend Patients U.S. ESRD patients 558,000 1 Dialysis patients 90M 1 Annual dialysis treatments 1. Company es
Slide 6: Inpatient dialysis is unreimbursed and a significant cost burden for acute-care hospitals
CURRENT STATE Inpatient dialysis is unreimbursed and represents a significant cost burden for acute-care hospitals 135,000 NEW ESRD PATIENTS diagnosed annually in the U.S.1 More than 800,000 CHRONIC DIALYSIS PATIENT admissions NEARLY 2X Roughly About annually in the U.S.1 higher ICU 5-DAY LONGER 2.5
Slide 7: Outsourcing the dialysis service line led to unintended consequences
“Outsourcing” the dialysis service line became the historic standard… …leading to unintended consequences AVG. LOS IS 5.1 $8.5K AVG. LOSS² per inpatient DAYS MORE¹ dialysis stay compared to other inpatient stays NURSES SPEND +1.1% MORTALITY UP TO 40%⁴ RISK³ of their shift on for every hour of docume
Slide 8: We see a better way forward
We see a better way forward
Slide 9: Tablo is a first-of-its-kind technology designed to reduce the cost and complexity of dialysis
Tablo is a first-of-its- ® kind technology designed to reduce the cost and complexity of dialysis Single device Connected and Small and from bedside to intelligent mobile ICU
Slide 10: A comprehensive enterprise dialysis solution
A comprehensive enterprise dialysis solution EMR Implementation Services Interoperability & Bridge Nursing Data Analytics & Advanced Service Fleet Management & Support Tools
Slide 11: Hospitals bringing dialysis in-house are transforming results
Hospitals bringing 36% Reduction in ICU LOS¹ dialysis in-house are transforming results 75% Reduction in CLABSI² 52% COST REDUCTION per treatment hour¹ 65% Reduction in SUPPLY AND LABOR COSTS³ 35% Decrease in THERAPY START DELAYS² Disclaimer: Performance and savings will vary by facility and operati
Slide 12: Insource with Outset: experienced partner at scale
INSOURCE WITH OUTSET Experienced partner at scale 10 of 10 8 of 8 ~1,000 LARGEST SUBACUTE PROVIDERS TOP NATIONAL HEALTH SYSTEMS UNIQUE ACUTE SITES S upported by ~200 -p e rs o n d e d i c a te d s a l e s a n d s e rv i c e o rg a n i z a ti o n >1 million treatments >10,000 nurses and Extensive cli
Slide 13: The Home market is significantly underpenetrated
EMERGING OPPORTUNITY The Home market is significantly underpenetrated Historical barriers REIMBURSEMENT EDUCATION TECHNOLOGY Medicare reimbursement Patient and physician Cumbersome technology and misaligned with treatment awareness low training frequency
Slide 14: Tablo addresses key barriers to home dialysis adoption and retention
HOME CARE Tablo addresses key barriers to home dialysis adoption and retention Historical device 3 5–6 Treatments per week Treatments per week <25 hours1 100 hours Training per patient Training per patient 0 hours 16–24 hours Dialysate prep time Dialysate prep time per week 1 Hemodialysis Internatio
Slide 15: Powerful recurring revenue model
Powerful recurring revenue model Growth potential ~70% of total revenue ACUTE Software $20,000 per console Data/analytics EMR interoperability per year Expanded professional services HOME $15,000 per console per year Consumables Service contracts
Slide 16: Outset Medical, Inc.
‘Outset Medical, Inc. se Suet Mela Ie ‘Outset Medical, Inc set ‘e i SES ge ay Mee th noel js ent Natonal Park Masi Cot Doing dialysis at home can give peopl ther lives —and their ime — back Just ask uve Wet dena abl fi ond cen NRA DC ah Das poe dal ns nolan wot to and Nemo uz__ sis PD) pation ransti
Slide 17: Outset Medical, 3052 Orchard Drive, San Jose, CA
Outset Medical 3052 Orchard Drive San Jose, CA 95134 outsetmedical.com For Important safety information, please refer to: https://www.outsetmedical.com/indications/