Resmed Inc. · NYSE:RMD

Resmed — Credit Suisse 28th Annual Healthcare Conference (November 2019)

32 slides from Resmed's conference presentation, Nov 12, 2019

Slide 1: Credit Suisse 28th Annual Healthcare Conference
Credit Suisse 28th Annual Healthcare Conference Rob Douglas, President & COO November 12, 2019
Slide 2: Presentation of financial information & forward-looking statements
Presentation of financial information & forward-looking statements Historical financial and operating data in this presentation reflect the consolidated results of ResMed Inc., its subsidiaries, and its legal entities, for the periods indicated. This presentation includes financial information prepa
Slide 3: Company Overview & Strategy
Company Overview & Strategy Main Headline Goes Here © 2019 ResMed I Q1 2020 Investor Presentation I 3
Slide 4: Who we are / what we do
Who we are / what we do • Listed on NYSE & ASX, ~$20B market cap • World-leading connected health company with over 10 million 100% cloud-connectable devices – More than 11 million patients in AirView monitoring ecosystem – More than 93 million patient accounts in out-of-hospital care network • Inno
Slide 5: ResMed 2025 Strategy: Patient-centric, digitally-enabled strategy
ResMed 2025 Strategy: Patient-centric, digitally-enabled strategy 250 million lives improved in out-of-hospital healthcare in 2025! Purpose Empower people to live happier, healthier and higher quality lives in the comfort of their home Growth Focus Global health epidemics in sleep apnea, COPD, other
Slide 7: Sleep business strategy
Sleep business strategy Deliver a world-class patient experience through innovative solutions that lower overall costs for treating sleep apnea patients and improve clinical outcomes OPTIMIZE DELIVER BEST-IN- EMBRACE AND ENABLE EFFICIENCIES FOR CLASS PATIENT INTEGRATED CARE PROVIDERS EXPERIENCE MODE
Slide 8: The global prevalence of sleep apnea is enormous and growing
The global prevalence of sleep apnea is enormous and growing… AHI ≥ 5 AHI ≥ 15 Benjafield, et al. Lancet Respir Med 2019 936,360,689 424,630,028 © 2019 ResMed I Q1 2020 Investor Presentation I 8
Slide 9: Sleep apnea is more than 80% undiagnosed
Sleep apnea is more than 80% undiagnosed…. ….and is highly prevalent in other chronic conditions Stroke1 72% Atrial Fibrillation4 74% Heart Failure5 76% Type 2 Diabetes2 Drug-Resistant Hypertension6 72% 83% Obesity3 77% 1 Peppard PE et al. Am J Epidemiol 2013 1 Johnson KG and Johnson DC. J Clin Slee
Slide 10: Working with others to raise sleep as a public priority
Working with others to raise sleep as a public priority Our sleep research joint venture with Verily • Develop software solutions to help • To study the health and financial identify, diagnose, treat and manage impacts of untreated sleep apnea those with OSA ‒ Prove the ROI for treating OSA Identify
Slide 11: Our Business – Respiratory
Our Business– Respiratory MainCare Headline Goes Here © 2019 ResMed I Q1 2020 Investor Presentation I 11
Slide 12: Respiratory care strategy
Respiratory care strategy Changing the lives of COPD patients by bringing new solutions for unmet patient needs INNOVATE AND EXPAND TRANSFORM COPD WIN IN THE CORE INTO ADJACENCIES HEALTHCARE DELIVERY • Reach more COPD patients through • Treat patients earlier in COPD disease • Build intelligent ther
Slide 13: What is chronic obstructive pulmonary disease (COPD)?
What is chronic obstructive pulmonary disease (COPD)? COPD is a progressive, chronic lung disease that has no cure, needing treatment for life Causes include: • smoking, vaping, & second-hand smoke • history of childhood lung infections (catalyst) • air pollution from industrialized cities • genetic
Slide 14: COPD is a large and growing market
COPD is a large and growing market • COPD is the third leading cause of death worldwide1 • More than 380 million people worldwide are estimated to have COPD2 –Largely undiagnosed COPD sufferers in high-growth markets such as China, India, Brazil and E. Europe may be well over 100 million3 • Cost to
Slide 15: There is a need for end-to-end solutions for COPD patients
There is a need for end-to-end solutions for COPD patients Global population of COPD patients: ~380 million1 Self-management (smoking cessation, diet, exercise) Inhaled Pharmaceuticals for COPD Oxygen Ventilation 20% <1% of pop. 75% of pop. of pop. Increasing severity of disease COPD Stage I Stage I
Slide 16: Our Business – Software as a Service (SaaS)
Our Business – Software as a Service (SaaS) © 2019 ResMed I Q1 2020 Investor Presentation I 16
Slide 17: SaaS Strategy
SaaS Strategy Better patient experience. Improved clinical outcomes. Lower overall cost of care. • Single view of the patient • Comprehensive interoperability • Care transition, coordination and collaboration • Seamless access to information for patients and those who care for them • Manage populati
Slide 19: …supports a broad portfolio of out-of-hospital verticals
…supports a broad portfolio of out-of-hospital verticals Loved One/ Caregiver $$ Payor Patients and Residents Hospital Physician MatrixCare Home Health Hospice Private Duty Skilled Senior Living Life Plan Nursing Community Brightree HME Providers ResMed Sleep and RC Products & Solutions © 2019 ResMe
Slide 20: Strong positioning within key segments
Strong positioning within key segments • Brightree – #1 in HME market with opportunity to grow • Moving upmarket in Home Health and Hospice (HHP) with Brightree and HEALTHCAREfirst combined offering managed by MatrixCare • HHP platform recently named the preferred solutions partner by Cerner, a lead
Slide 21: SaaS portfolio is operating at scale and creating value
SaaS portfolio is operating at scale and creating value Portfolio is financially attractive on its own Supports growth for and with leading existing businesses positions in key (HME) and chronic segments. diseases, sleep apnea and COPD in particular. Breadth and scale creates our competitive advanta
Slide 24: Digital health technology supports all of ResMed
Digital health technology supports all of ResMed Purpose: Enable all ResMed businesses to achieve their business objectives by leveraging Healthcare Informatics technology and Advanced Analytics. Sleep Respiratory Care SaaS Digital Health Technology Technology + Advanced Analytics © 2019 ResMed I Q1
Slide 25: Digital health technology strategy
Digital health technology strategy Connected Health Ecosystem Data Analytics – The AI/ML Journey • Innovate for core Sleep and RC business • Drive better clinical outcomes for patients and ‒ Device connectivity to the cloud business outcomes for providers ‒ Patient monitoring and management • Levera
Slide 26: We transform 5+ billion nights of medical data into useful outcomes
We transform 5+ billion nights of medical data into useful outcomes End-to-end connected health solutions in sleep, respiratory care, and out-of-hospital healthcare 3rd Party Diagnostics DIAGNOSIS THERAPY MONITORING & MGMT. PATIENT ENGAGEMENT BILLING & INTEGRATIONS © 2019 ResMed I Q1 2020 Investor P
Slide 27: Global leadership in digital health
Global leadership in digital health AirView™ has over 10+ million 100% cloud connectable 11 million patients devices worldwide 1 million+ diagnostic tests ~93 million accounts in processed in the cloud out-of-hospital care network ~100 API calls per 2 million+ patients have second from integrators ™
Slide 28: Recent financial results
Recent financial results Main Headline Goes Here © 2019 ResMed I Q1 2020 Investor Presentation I 28
Slide 29: Q1 FY20 financial results
Q1 FY20 financial results Diversified revenue by business & by geography OOH SaaS 1Q20 13% $681.1M Revenue +16% (+17% CC) Masks and Devices Accessories 59.5% 37% 50% Gross margin +120 bps $191.0M Non-GAAP operating income* +22% $0.93 Non-GAAP EPS* 15% Europe, Asia and Other Free cash flow $139.7M 33
Slide 30: Track record of disciplined financial growth
Track record of disciplined financial growth Non-GAAP Revenue ($B) Operating Income ($M) Non-GAAP EPS 11% CAGR 13% CAGR 9% CAGR $3.77 $2.7 $750 $2.47 $1.6 $411 LTM 1Q15 LTM 1Q20 LTM 1Q15 LTM 1Q20 LTM 1Q15 LTM 1Q20 Fiscal Years ended June 30 © 2019 ResMed I Q1 2020 Investor Presentation I 30
Slide 31: ResMed is the global leader in connected health
ResMed is the global leader in connected health Market Dynamics Growth & Innovation Financial Results • Underpenetrated markets in • Global leader in connected • Historical revenue and profit sleep and COPD health for sleep and growth respiratory care • Healthcare costs continue to • Recurring reven
Slide 32: Thank you
Thank you Contact Investor Relations Phone: (858) 836-5971 Email: investorrelations@resmed.com Website: investor.resmed.com © 2019 ResMed I Q1 2020 Investor Presentation I 32

ResMed — Credit Suisse 28th Annual Healthcare Conference (November 2019) on 6ix

Resmed — Credit Suisse 28th Annual Healthcare Conference (November 2019)

Slide 1: Credit Suisse 28th Annual Healthcare Conference

Slide 2: Presentation of financial information & forward-looking statements

Slide 3: Company Overview & Strategy

Slide 4: Who we are / what we do

Slide 5: ResMed 2025 Strategy: Patient-centric, digitally-enabled strategy

Slide 6: Our Business - Sleep

Slide 7: Sleep business strategy

Slide 8: The global prevalence of sleep apnea is enormous and growing

Slide 9: Sleep apnea is more than 80% undiagnosed

Slide 10: Working with others to raise sleep as a public priority

Slide 11: Our Business – Respiratory

Slide 12: Respiratory care strategy

Slide 13: What is chronic obstructive pulmonary disease (COPD)?

Slide 14: COPD is a large and growing market

Slide 15: There is a need for end-to-end solutions for COPD patients

Slide 16: Our Business – Software as a Service (SaaS)

Slide 17: SaaS Strategy

Slide 18: Our SaaS portfolio…

Slide 19: …supports a broad portfolio of out-of-hospital verticals

Slide 20: Strong positioning within key segments

Slide 21: SaaS portfolio is operating at scale and creating value

Slide 22: ResMed SaaS = WellConnected

Slide 23: Digital Health Technology

Slide 24: Digital health technology supports all of ResMed

Slide 25: Digital health technology strategy

Slide 26: We transform 5+ billion nights of medical data into useful outcomes

Slide 27: Global leadership in digital health

Slide 28: Recent financial results

Slide 29: Q1 FY20 financial results

Slide 30: Track record of disciplined financial growth

Slide 31: ResMed is the global leader in connected health

Slide 32: Thank you