Medtronic Plc. · NYSE:MDT
Medtronic — Investor Presentation
22 slides from Medtronic's investor presentation
Slide 1: Detection of Neoplastic Lesions and Polyps: The GI Genius
DETECTION OF NEOPLASTIC LESIONS AND POLYPS THE GI GENIUS™
Slide 2: GI Genius: Designed to Enhance Detection of Neoplastic Lesions and Polyps
GI GENIUS™ DESIGNED TO ENHANCE DETECTION COLORECTAL OF NEOPLASTIC LESIONS AND CANCER POLYPS IMPORTANCE OF EARLY DIAGNOSIS PRODUCT VALUE
Slide 3: Colorectal Cancer Is Multifactorial
COLORECTAL CANCER IS MULTIFACTORIAL COLORECTAL CANCER CAUSED BY ENVIRONMENTAL AND GENETIC FACTORS 1 IMPORTANCE OF EARLY DIAGNOSIS Modifiable risk factors: PRODUCT VALUE ► Diet ► Physical activity _______________________ ► Social behaviors (i.e., alcohol, smoking) ► Risk factors Incidence Non-modifia
Slide 4: CRC Is Common
CRC IS COMMON COLORECTAL CANCER AGE STANDARDIZED INCIDENCE RATES FOR CRC PER 100.000 1,8 MILLION 4 IMPORTANCE OF EARLY INDIVIDUALS IN 2018, BY SEX Male DIAGNOSIS Eastern Africa 7.7 7.8 Female CASES OF CRC IN 2018, Middle Africa 7.3 7.8 4 WORLDWIDE Northern Africa PRODUCT VALUE 8.6 10.0 Southern Afri
Slide 5: CRC Mortality Is High
CRC MORTALITY IS HIGH COLORECTAL CANCER 4 CUMULATIVE RISK (%) OF CRC MORTALITY (0-74 YEARS) IN 2018, BY SEX 880.792 Eastern Africa 0.62 0.68 Male Female IMPORTANCE OF EARLY DIAGNOSIS CRC DEATHS IN 2018, Middle Africa 0.64 0.64 4 WORLDWIDE Northern Africa 0.50 0.64 PRODUCT VALUE Southern Africa 0.57
Slide 6: Patient Burden
PATIENT BURDEN COLORECTAL CANCER CRC CARE LEADS TO CRC CAN LEAD TO IMPORTANCE OF EARLY DIAGNOSIS HOSPITALIZATION 8 MENTAL HEALTH PROBLEMS 9 PRODUCT VALUE 5,8-13,6 DAYS 29% 44% _______________________ RANGE OF DURATION OF OF PATIENTS OF PATIENTS Risk factors HOSPITALIZATION REPORTED REPORTED 8 9 9 IN
Slide 7: Economic Impact
ECONOMIC IMPACT COLORECTAL CANCER GLOBALLY: IN EUROPE: IMPORTANCE OF EARLY DIAGNOSIS $99 BILLION €13,1 BILLION 10% PRODUCT VALUE ECONOMIC IMPACT ECONOMIC IMPACT OF TOTAL _______________________ 10 11 OF CRC IN 2010 OF CRC IN 2009 ECONOMIC COST 11 OF CANCER IN 2009 Risk factors 22% Incidence DIRECT M
Slide 8: Diagnostic Tools
DIAGNOSTIC TOOLS COLORECTAL CANCER Non-invasive procedures IMPORTANCE OF EARLY DIAGNOSIS ► Stool-based tests (i.e. FIT, FIT-DNA, gFOBT): screening tests that can be performed 14 at home and that typically detect lesions at a more advanced stage PRODUCT VALUE _______________________ Minimally-invasiv
Slide 9: Progression to CRC Depends on Lesion Subtype and Size
PROGRESSION TO CRC DEPENDS COLORECTAL CANCER ON LESION SUBTYPE AND SIZE IMPORTANCE OF EARLY DIAGNOSIS ADVANCED ADENOMAS AND ► 20% - 30% PRODUCT VALUE CRC cases SERRATED POLYPS develop from _______________________ CARRY THE HIGHEST RISK 16 serrated polyps Diagnostic tools FOR DEVELOPING INTO CRC 15 1
Slide 10: Positive Impact of Screening in Europe
POSITIVE IMPACT OF SCREENING IN EUROPE 19 COLORECTAL CANCER EARLY DETECTION IMPORTANCE OF EARLY DIAGNOSIS IMPROVES POPULATION HEALTH PRODUCT VALUE BY REDUCING CRC _______________________ INCIDENCE AND MORTALITY 20 Diagnostic tools ► Early detection Screening recommendations CRC mortality reduction v
Slide 11: Screening May Lead to Healthcare Savings
SCREENING MAY LEAD TO HEALTHCARE SAVINGS COLORECTAL CANCER NATIONAL IMPORTANCE OF EARLY DIAGNOSIS SCREENING PROGRAMS HAVE PRODUCT VALUE PROVEN TO BE _______________________ COST-EFFECTIVE 24 Diagnostic tools Driven by: ► Early detection ► Cost of screening Screening recommendations ► Screening test
Slide 12: CRC Screening Recommendations
CRC SCREENING RECOMMENDATIONS COLORECTAL CANCER 26 EU AND EUROPEAN SOCIETY OF GASTROINTESTINAL ENDOSCOPY IMPORTANCE OF EARLY DIAGNOSIS Screening tests and PRODUCT VALUE recommendations First line Third line* _______________________ Diagnostic tools Second line FIT Colonoscopy Capsule CTC FIT-DNA End
Slide 13: Polyp Resection
POLYP RESECTION COLORECTAL CANCER 27 EUROPEAN SOCIETY OF GASTROINTESTINAL ENDOSCOPY GUIDELINES IMPORTANCE OF EARLY Superficial colorectal neoplasia DIAGNOSIS PRODUCT VALUE Sessile or flat Pedunculated _______________________ Diminutive ≤5 mm Small size 6-9 mm Size ≥10 mm Head size <20 mm Head size ≥
Slide 14: European CRC Screening Programs
EUROPEAN CRC SCREENING PROGRAMS COLORECTAL CANCER MOST EUROPEAN COUNTRIES IMPORTANCE OF EARLY DIAGNOSIS HAVE IMPLEMENTED ORGANIZED SCREENING PRODUCT VALUE PROGRAMS 28* _______________________ ► Stool tests are mostly used as a first line Diagnostic tools screening test Early detection ► Colonoscopy
Slide 15: Quality Indicators for Colonoscopy
QUALITY INDICATORS FOR COLONOSCOPY COLORECTAL CANCER MISS RATES ADR INTERVAL CANCER IMPORTANCE OF EARLY DIAGNOSIS 26% <20% ADR 164 in 100.000 PRODUCT VALUE overall adenoma miss rate is associated with increased 30 individuals are diagnosed 33 with with colonoscopy 29 through risk of interval cancer
Slide 16: Quality of Screening Is Influenced by Expert Assessment
QUALITY OF SCREENING COLORECTAL CANCER IS INFLUENCED BY IMPORTANCE OF EARLY EXPERT ASSESSMENT 35 DIAGNOSIS PRODUCT VALUE _______________________ Variation in expert assessment during colonoscopy results from: Diagnostic tools Compromised ability to focus during an examination due to distractions Ear
Slide 17: GI Genius System
GI GENIUS™ SYSTEM COLORECTAL CANCER DEVELOPED TO ADDRESS PERCEIVED COLONOSCOPY CHALLENGES IMPORTANCE OF EARLY DIAGNOSIS GI Genius™ was the first commercially available computer- aided detection system powered by artificial intelligence 36 PRODUCT VALUE _______________________ Published evidence demo
Slide 18: GI Genius Technology
GI GENIUS™ TECHNOLOGY TECHNOLOGY GI GENIUS™ COLORECTAL CANCER AI TECHNOLOGY TRAINED TO WORK IN REAL-TIME, IMPORTANCE OF EARLY DIAGNOSIS AUTOMATICALLY IDENTIFYING AND MARKING ABNORMALITIES CONSISTENT WITH COLORECTAL PRODUCT VALUE POLYPS, INCLUDING THOSE WITH FLAT (NON- 40 POLYPOID) MORPHOLOGY _______
Slide 19: Diagnostic Performance
DIAGNOSTIC PERFORMANCE COLORECTAL CANCER DATA ACCUMULATION DRIVES CONTINUOUS IMPROVEMENT IMPORTANCE OF EARLY COLONOSCOPY IMAGE ACCUMULATION 40,41 DIAGNOSIS Ongoing Ongoing 13M PRODUCT VALUE images +766% _______________________ Value proposition Product overview GI GENIUS 2,0 SOFTWARE PERFORMANCE Sep
Slide 20: GI Genius Clinical Evidence: Efficiency and Safety
GI GENIUS™ CLINICAL EVIDENCE COLORECTAL CANCER EFFICIENCY AND SAFETY IMPORTANCE OF EARLY DIAGNOSIS A published RCT comparing colonoscopy with GI Genius™ vs PRODUCT VALUE colonoscopy alone demonstrated significantly higher: _______________________ ► ADR (54,8% vs 40,4%, p<0,001) Value proposition ► A
Slide 21: GI Genius Clinical Evidence: Efficiency and Safety
GI GENIUS™ CLINICAL EVIDENCE COLORECTAL CANCER EFFICIENCY AND SAFETY IMPORTANCE OF EARLY DIAGNOSIS COLONOSCOPY WITH GI GENIUS™ PRODUCT VALUE DID NOT LEAD TO MORE SURGERIES 37 _______________________ 26,0% vs 28,8% Value proposition NON-NEOPLASTIC RESECTION RATE Product overview WAS COMPARABLE FOR CO
Slide 22: Indications for use
23Indications for use: GI Genius™ is intended to be used by trained clinicians as an adjunct to video Endoscopy for the purpose to highlighting regions with visual characteristics consistent with different types of mucosal abnormalities. Highlighted regions can be independently assessed by the opera