Livanova Plc · NASDAQ:LIVN
Livanova — Barclays Global Healthcare Conference 2018
16 slides from Livanova's conference presentation, Mar 13, 2018
Slide 1: Barclays Global Healthcare Conference 2018
NEUROMODULATION Barclays Global Healthcare Conference Heart Valves 2018 March 13, 2018 CARDIAC SURGERY
Slide 2: Safe Harbor
Safe Harbor Certain statements in this presentation, other than purely historical information, are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as ame
Slide 3: Intellectual Property
Intellectual Property This report may contain references to our proprietary intellectual property, including among others: Trademarks for our Neuromodulation systems, the VNS Therapy® System, the VITARIA® System and our proprietary pulse generator products: Model 102 (Pulse®), Model 102R (Pulse Duo®
Slide 4: We are a $1.0B focused medical innovator
We are a $1.0B1 focused medical innovator Strong leadership Targeting position in Improving quality underserved and Neuromodulation of patients’ lives high-growth and Cardiac market segments Surgery 1Full-year 2017 net sales 4
Slide 5: With leading positions in neuromodulation and cardiac surgery
With leading positions in neuromodulation and cardiac surgery Drug-Resistant Epilepsy 80% Cardiopulmonary (CP) 100% (DRE) Treatment-Resistant Depression $1.0B Heart-lung machines (HLM) (TRD) Oxygenators Vagus Nerve Stimulation Therapy Autotransfusion systems (ATS) (VNS Therapy®) Cannulae 40% 60% Neu
Slide 6: Our portfolio is focused on "Head & Heart"
Our portfolio is focused on “Head & Heart” CARDIAC SURGERY NEUROMODULATION CARDIOPULMONARY HEART VALVES Creator, leader of VNS Only sutureless valve on Market-leading positions Therapy the market Global Market (2017) $4.1B $3.0B $1.7B Market Growth Low-double-digit Low-single-digit Low-single-digit
Slide 7: Multiple near-term growth drivers
Multiple near-term growth drivers NEUROMODULATION CARDIAC SURGERY Perceval optimizes the SenTiva advances the S5 HLM reduces Inspire oxygenator surgical approach to science of VNS transfusions and provides personalized sutureless aortic Therapy improves recovery perfusion valve replacement 100,000 4
Slide 8: Significant portfolio repositioning over last 12 months
Significant portfolio repositioning over last 12 months Caisson ImThera • Complementary to • TMVR market has potential to Neuromodulation business become 2-3x size of • Growing $5B OSA market TAVR1 • Large patient pool with unmet • Solely transseptal delivery needs system We now have 5 • Differentia
Slide 9: Differentiated pipeline targeting 5 medical conditions with high unmet needs
Differentiated pipeline targeting 5 medical conditions with high unmet needs ADVANCED TRANSCATHETER TREATMENT- OBSTRUCTIVE SLEEP TEMPORARY MITRAL VALVE HEART FAILURE RESISTANT APNEA CARDIOPULMONARY REPLACEMENT (HF) DEPRESSION (TRD) (OSA) SUPPORT (TMVR) (ATCS) Novel delivery of VNS Therapy may Autono
Slide 10: ImThera Rationale
ImThera Rationale Complementary to Neuromodulation business • OSA is a disorder in which breathing repeatedly stops and starts due to the throat muscles relaxing and blocking the airway during sleep Overview • Our sleep therapy device is an implantable product that stimulates the hypoglossal nerve,
Slide 11: Implantable therapy for OSA
Implantable therapy for OSA Stimulation Current state: opens • Current standard of care is CPAP the airway • 40-50% of OSA patients stop or refuse CPAP • Large patient pool that could benefit from HGNS1 Implantable Pulse Generator Positive outcomes: • Restoration of normal sleep patterns • Less inva
Slide 12: TandemLife Rationale
TandemLife Rationale Complementary to Cardiac Surgery business • 4 advanced temporary cardiac and respiratory support solutions Overview • Products can be used for numerous potential applications • Focused on ECLS¹ and Right Heart Support near-term • $1B largely under-penetrated segment Market • Onl
Slide 13: Focused on Advanced Temporary Cardiopulmonary Support solutions
Focused on Advanced Temporary Cardiopulmonary Support solutions ExtraCorporeal Life Support (ECLS) Veno-Arterial ECLS Veno-Venous ECLS CARDIOPULMONARY • Veno – Arterial bypass • Veno – Venous bypass RESPIRATORY SUPPORT SUPPORT Components: Components: • Pump • Pump • Oxygenator • Oxygenator • Femoral
Slide 14: Accessing a $1B opportunity while advancing the standard of care
Accessing a $1B opportunity while advancing the standard of care Mechanical Circulatory Support (MCS) Respiratory Support Standard-of-Care Advanced Long-Term Support Standard-of-Care Advanced Devices Intra-Aortic Right and Left Mechanical Veno-Venous and Balloon Pump Veno-Arterial ECLS Surgical LVAD
Slide 15: Summary: advancing our strategic objectives
Summary: advancing our strategic objectives • $1B focused medical innovator • Strong leadership position in neuromodulation and cardiac surgery Who are we? • Targeting almost $9B global market opportunities • Making targeted M&A decisions • Entered into a binding LOI to sell CRM business to MicroPor
Slide 16: | ivaNova
| ivaNova Health innovation that matters 16
LivaNova — Barclays Global Healthcare Conference 2018 on 6ix