Angiodynamics, Inc. · NASDAQ:ANGO
Angiodynamics — J.P. Morgan 43rd Annual Healthcare Conference 2025
23 slides from Angiodynamics's conference presentation, Jan 16, 2025
Slide 1: J.P. Morgan 43rd Annual Healthcare Conference
J.P. Morgan 43rd Annual Healthcare Conference January 16, 2025 Jim Clemmer, President & CEO
Slide 2: Forward looking statements
Forward looking statements 2 Notice Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements regarding AngioDynamics’ expected future financial position, results of operations
Slide 3: AngioDynamics Summary
AngioDynamics Summary Our Med Tech segment operates in key markets with unique technologies that deliver proven clinical outcomes We have a strong track record in portfolio management, R&D, clinical and regulatory expansion, and customer-centric sales & marketing Our Med Device segment funds investm
Slide 4: AngioDynamics company overview
4 AngioDynamics We are a dynamic, diversified medical technology company committed to expanding treatment options and improving patient outcomes and quality of life by focusing on cardiovascular disease and cancer. Our execution strategy is built on innovative R&D, clinical and regulatory pathway ex
Slide 5: Portfolio targets two of the largest global healthcare markets
Venous Thromboembolism (VTE) $5.3B US TAM* AngioDynamics 5 Our broad based clinically focused portfolio targets treating two of the largest global healthcare markets Cardiovascular Disease Cancer MINI STICK MAX Prostate Care $780M US TAM* Peripheral Artery Disease (PAD) $760M US TAM* Med Tech Med De
Slide 6: Successful execution in portfolio optimization, clinical and regulatory expansion
AngioDynamics Our demonstrated successful execution in portfolio optimization, clinical and regulatory expansion, and product introductions… Dialysis & BioSentry Divested June 2023 Port Patent Settlement Apr. 2024 PICC & Midlines Divested Feb 2024 FY 2020 FY 2025 NAMIC Divested Jun 2019 MedTech Reve
Slide 7: Positions us for sustained growth and profitability
AngioDynamics …Positions us for sustained growth and profitability in our focus markets Platform Technologies Differentiated technologies Robust R&D pipeline Ongoing clinical investment Exploring new indications Dynamic Markets Strong mechanical thrombectomy market growth Focal therapy for Prostate
Slide 8: NanoKnife focal therapy for prostate
Venous Thromboembolism (VTE) $5.3B US TAM* AngioDynamics 8 NanoKnife is a unique technology poised to drive change in the standard of care for focal therapy in Prostate, the most diagnosed cancer in men Cardiovascular Disease Cancer MINI STICK MAX Prostate Care $780M US TAM* Peripheral Artery Diseas
Slide 9: NanoKnife Prostate Care
NanoKnife Prostate Care Men are being forced to compromise between their quality of life or controlling their cancer M A R K E T D Y N A M I C S USA/CAN: $925M APAC: $715M EMEA: $850M LATAM: $200M TAM $2.7B Prostate Cancer is Prevalent, On the Rise & Debilitating The most diagnosed male cancer in 11
Slide 10: NanoKnife Technology
NanoKnife Technology Preserves the underlying structure of tissue giving physicians a more precise tool… Non-Thermal Decellularization Destroys targeted tissue with precise margins, preserving vital structures and tissue integrity Probe Placement Up to 6 probes placed per procedure IRE selectively t
Slide 11: PRESERVE Pivotal Study
PRESERVE Pivotal Study …to minimize quality of life side effects by helping to maintain both sexual and urinary function for patients IRE Radical Surgery Radiation Therapy Erectile Function (9%) (51%) (30%) Urinary Continence (1.2%) (41%) (8%) Change from baseline at 1 year8, 9 Number of Sites 17 US
Slide 12: AngioVac and AlphaVac in Cardiovascular Disease
Venous Thromboembolism (VTE) $5.3B US TAM* AngioDynamics The AngioVac Cannula is indicated for use as a venous drainage cannula and for removal of fresh, soft thrombi or emboli during extracorporeal bypass for up to 6 hours. 12 The AlphaVac cannula is indicated for the non-surgical removal of thromb
Slide 13: Venous Thromboembolism market opportunity
Cardiovascular Venous Venous Thromboembolism (VTE) represents an attractive, high growth, underpenetrated market opportunity TAM $5.2B PE $2.4B DVT $2.8B Right Heart $120M Deep Vein Thrombosis (DVT) Mechanical Thrombectomy is estimated to have penetrated ~15% of the TAM 11, 12 Mechanical Thrombectom
Slide 14: AngioVac Technology
AngioVac Technology Only system allowing for the continuous aspiration and simultaneous reinfusion of blood allowing physicians to treat more complex cases minimally invasively Aspiration & Simultaneous Reinfusion Proprietary Funnel On-circuit aspiration provides surgical results via percutaneous ac
Slide 15: AlphaVac Technology
*Actual case result AlphaVac Technology Advanced - Large Bore Aspiration CANNULA AlphaVac combines AngioVac cannula technology with off-circuit manual aspiration control for superior aspiration, physician control and maneuverability, uniquely positioning it for PE Proprietary FUNNEL Manual Aspiratio
Slide 16: APEX-AV Pivotal Study
APEX – AV Pivotal Study AlphaVac received FDA clearance for PE following APEX-AV study demonstrating efficacy and significantly improved reduction in clot burden vs. competitive technologies Number of Sites 25 US Sites Number of Patients 122 Timeline Oct. 2022 – Dec 2023 Significant reduction in the
Slide 17: Auryon Atherectomy System
Cardiovascular Arterial With over 100,000 patients treated, the Auryon Atherectomy System has surpassed $150M cumulative sales since its September 2020 launch Served $500M M A R K E T D Y N A M I C S ABT 38% Auryon ~10%+ BSX 6% PHG 15% MDT 31% ANGO 10% Treat all levels of calcification19-21 Indicate
Slide 18: Auryon Platform Technology expansion
AMBITION BTK Enrollment Begins Q1 2025 RCT: 200 Patients Registry: ~1,500 Patients Initial European Experience in Coronary Artery Disease Auryon Platform Technology The Auryon System's technology has demonstrated safety and efficacy in PAD and presents an opportunity to expand into additional diseas
Slide 19: Med Device segment
Venous Thromboembolism (VTE) $5.3B US TAM* AngioDynamics The AngioVac Cannula is indicated for use as a venous drainage cannula and for removal of fresh, soft thrombi or emboli during extracorporeal bypass for up to 6 hours. 19 The AlphaVac cannula is indicated for the non-surgical removal of thromb
Slide 20: Fiscal Year 2025 Results and Guidance
Fiscal Year 2025 Results and Guidance Metric Q2 2025 YTD 2025 Full Year FY2025 Guidance Net Sales $73.0 million $140.5 million $282 - $288 million Med Tech Net Sales Med Tech Growth $31.5 million 25% $59.5 million 16.8% 12 – 15% YoY growth Med Device Net Sales Med Device Growth $41.5 million (0.4%)
Slide 21: AngioDynamics Summary
21 AngioDynamics Summary Our Med Tech segment operates in key markets with unique technologies that deliver proven clinical outcomes We have a strong track record in portfolio management, R&D, clinical and regulatory expansion, and customer-centric sales & marketing Our Med Device segment funds inve
Slide 22: J.P. Morgan 43rd Annual Healthcare Conference
J.P. Morgan 43rd Annual Healthcare Conference January 16, 2025 Jim Clemmer, President & CEO
Slide 23: References
References 23 * Management estimates & industry sources https://professional.heart.org/-/media/PHD-Files-2/Science-News/2/2022-Heart-and-Stroke-Stat-Update/2022-Stat-Update-factsheet-GIobal-Burden-of-Disease.pdf; https://www.cdc.gov/pcd/issues/2022/22_0347.htm https://acsjournals.onlinelibrary.wiley
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