Angiodynamics, Inc. · NASDAQ:ANGO
Angiodynamics — Raymond James 44th Annual Institutional Investors Conference 2023
19 slides from Angiodynamics's conference presentation, Mar 6, 2023
Slide 1: Raymond James 44th Annual Institutional Investors Conference
Raymond James 44th Annual Institutional Investors Conference March 6, 2023 Jim Clemmer, President & CEO Stephen Trowbridge, Executive Vice President & CFO
Slide 2: Notice Regarding 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, cash flows, business stra
Slide 3: AngioDynamics: A medical technology platform company
A medical technology platform company focused on a select group of large, high growth markets where meaningful treatment gaps exist in current standard of care. Our technologies positively impact treatment options and patients' quality of life. AngioDynamics
Slide 4: Cardiovascular disease and cancer have the highest morbidity and mortality worldwide
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5233740/#:~:text=After%20a%20first%20VTE%20recurrence,subsequent%20cancer%20diagnosis%20%5B10%5D. 2. 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.pd
Slide 5: Focused transformation pursuing attractive markets
5 AngioDynamicsInvestments in our Med Tech platforms are funded by operating cash flows from our Med Device portfolio The planned portfolio additions and new indications are based on management estimates and industry sources as of July 2022 and are not guarantees of future performance and are subjec
Slide 6: Platform Technology Focused on the global threat from cancer and cardiovascular disease
Platform Technology Focused On the global threat from cancer and cardiovascular disease Solid Tumors Prostate, Pancreas, Liver Cardiac Thrombus & Emboli PAD Peripheral Arterial Disease Above the Knee, Below the Knee, In-Stent Restenosis VTE Venous Thromboembolism DVT + PE = VTE 6
Slide 7: Focused technology platforms targeting attractive markets with meaningful treatment gaps
7 AngioDynamicsFocused technology platforms targeting attractive markets with meaningful treatment gaps, where our differentiated technologies can address unmet needs Disease State Platform Treatment Status PAD Peripheral Arterial Disease Atherectomy Launched VTE Venous Thromboembolism Large Vessel
Slide 8: PAD: Auryon Atherectomy System
PADWith over 25,000 cases performed, the Auryon Atherectomy System is the only atherectomy solution with the safety profile and versatility to treat every lesion location and morphology 8 Source: Peripheral Vascular Devices Medtech 360 Market Analysis US December, 2021. Millennium Research Group, In
Slide 9: VTE: Differentiated technology platforms across the disease state
VTEOur differentiated technology platforms offer potential treatment solutions across the entire disease state 9 Source: Management estimate & industry sources as of July 2022. *AlphaVac PE and Auryon Venous Thrombectomy/DVT are not cleared by the US FDA for these indications. $2.1B $1.8B PULMONARY
Slide 10: VTE: All-purpose technology platforms for small and large vessels
VTEAll-purpose technology platforms targeted at peripheral and cardiovascular thrombolytic events, including small and large vessels PRECISE Protective of vessel wallc-e ADAPTABLE Potential to treat all types of small vessel DVT* POWERFUL 355 nm laser is designed to deliver an optimized wavelength,
Slide 11: Cardiac Thrombus & Emboli
Cardiac Thrombus & EmboliWe are focused on offering percutaneous solutions for removing thrombus and emboli in the left and right heart 11 RIGHT HEART LEFT HEART $450M $80M Right Heart Left Heart* T H E M A R K E T O U R S O L U T I O N W H Y I T M A T T E R S 2022 TAM $530M Source: Management estim
Slide 12: NanoKnife Technology
NanoKnife Technology Expands treatment options and help preserve patient's quality of life 12 1. Lee EW, Thai S, Kee ST. Irreversible electroporation: a novel image-guided cancer therapy. Gut Liver. (2010);4(SUPPL. 1):99–104. doi: 10.5009/gnl.2010.4.S1.S99 2. Guidance for Selection of NanoKnife Prob
Slide 13: Prostate Initiative
Prostate Initiative*Over 100,000 men with intermediate risk prostate cancer could be treated with this technology 13 *IDE Study in progress Market Source: Management estimate & industry sources as of July 2022. Focal Therapy T H E M A R K E T O U R S O L U T I O N W H Y I T M A T T E R S 2022 TAM $7
Slide 14: Focused technology platforms targeting attractive markets with meaningful treatment gaps
14 AngioDynamicsFocused technology platforms targeting attractive markets with meaningful treatment gaps, where our differentiated technologies can address unmet needs Disease State Platform Treatment Status PAD Peripheral Arterial Disease Atherectomy Launched VTE Venous Thromboembolism Large Vessel
Slide 15: International Expansion Plan
International Expansion PlanExpanding our business reach in targeted regions & countries 15 Aligning our Go-to-Market strategy to the different regions and markets, utilizing new partnerships where appropriate to maximize growth Preparing for EU and selected OUS launches of both the Auryon Atherecto
Slide 16: Med Device: Maintain Positioning
Medical Device 16 Med Device: Maintain Positioning Vascular Access Catheters & Accessories Microwave & Radiofrequency Ablation Diagnostic Catheters, Guidewires & Kits Lung Biopsy Safety Endovenous Laser Treatment Radiation Treatment Stabilization Balloons Optimizing our commercial approach by re-ali
Slide 17: Transformational Plan
3 Year Transformational Plan 17 The projections and growth rates depicted on this slide are forward-looking statements. These forward-looking statements are not guarantees of future performance and subject to risks and uncertainties. FY22 FY22 Revenue Growth $305M – $310M 5% - 7% Gross Margin ~55% A
Slide 18: Raymond James 44th Annual Institutional Investors Conference
Raymond James 44th Annual Institutional Investors Conference March 6, 2023 Jim Clemmer, President & CEO Stephen Trowbridge, Executive Vice President & CFO
Slide 19: Auryon References
Auryon References a. Rundback J, Chandra P, Brodmann M, Weinstock B, Sedillo G, Cawich I, et al. Novel laser-based catheter for peripheral atherectomy: 6-month results from the Eximo Medical B-Laser™ IDE study. Catheter Cardiovasc Interv. 2019;1-8. b. Shammas NW, Chandra P, Brodmann M, Weinstock B,
AngioDynamics — Raymond James 44th Annual Institutional Investors Conference 2023 on 6ix