Inogen, Inc · NASDAQ:INGN
Inogen — 40th Annual J.P. Morgan HealthCare Conference (January 2022)
20 slides from Inogen's conference presentation, Jan 10, 2022
Slide 1: Inogen, Inc. Overview
Inogen, Inc. Overview 40th Annual J.P. Morgan HealthCare Conference January 12, 2022 Exhibit 99.2
Slide 2: Notice Regarding Forward-Looking Statements
Notice Regarding Forward-Looking Statements These slides and the accompanying oral presentation (the “Presentation”) include forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on current expectations, estimates and projections based
Slide 3: A global oxygen therapy medical device company
2 A global oxygen therapy medical device company Favorable demographic and market trends An accredited HME with significant patient reach Executing on strategic transformation to capitalize on strong foundation, market position and drive growth and value Attractive financial position with opportunit
Slide 4: Inogen has led with device innovation to drive customer preference
Inogen has led with device innovation to drive customer preference Optimized for the oxygen therapy user requirements and preferences Superior oxygen production per pound, sound suppression and run-time Durability, reliability and functionality to deliver a single solution POC for oxygen at home, aw
Slide 5: An expanding patient opportunity and unique channel capabilities
An expanding patient opportunity and unique channel capabilities A global market leader with high quality, innovative, evidence-based chronic respiratory care solutions
Slide 6: Consistent Revenue Growth & Strong Balance Sheet
Consistent Revenue Growth & Strong Balance Sheet 1 2020 was significantly impacted by the COVID-19 pandemic. 2 Total full year 2021 revenue is expected to be in the range of $357.5 to $358.5 million based on preliminary, unaudited financial data 1 1 Revenue Breakdown2 (12 Months ended Dec 31, 2021)
Slide 7: U.S. Market Dynamics Favor POC Adoption
U.S. Market Dynamics Favor POC Adoption 1 Based on 2020 U.S. Medicare claims data and our estimates of the ratio of the Medicare market to the total market. Value excludes Medicare Advantage, Medicaid, cash pay and private insurance 2 Data Source: IQVIA, 2021 | Mind+Matters 2021 was leveraged for th
Slide 8: Evolving Inogen to address larger patient opportunities
Evolving Inogen to address larger patient opportunities
Slide 9: A Strategic Evolution: Strengthen, stabilize, and grow
Strengthen the Fundamentals Unlock Existing Growth Potential in the Core Business Accelerate Growth & Diversify the Portfolio through Strategic Transactions A Strategic Evolution: Strengthen, stabilize, and grow
Slide 10: Significant progress over past year in strengthening overall capabilities
Significant progress over past year in strengthening overall capabilities Strengthening fundamentals and laying the foundation for growth
Slide 11: Growth Strategy
Growth Strategy Drive POC Penetration Clinical Market Development (Prescriber Channel) Clinical & Economic Evidence, KOL Engagement, Publications, Therapy Standard & Guidelines, Reimbursement Expand Geographically Organic Growth Drive Commercial Excellence Data & Insights Driven Sales Discipline & M
Slide 12: Patient Channel: Drive Commercial Excellence
Patient Channel: Drive Commercial Excellence Improve productivity, shorten sales cycle, and accelerate conversion rates
Slide 13: Prescriber Channel: Renewed focus, salesforce expansion & insights-driven disciplines
35 56 Sales Reps 1 1 Dec 2021 vs Q2E 2022 Physician sales representatives and concierge representatives counts 2 Compile, 2016 – 2021 data, as pulled on November 22, 2021. Patient inclusion criteria are 1+ claims for portable oxygen therapy, and 1+ confirmed diagnoses of COPD, HF, PF, or CF cohort
Slide 14: Scientific Advisory Board
Scientistic Advisory Board to help guide our innovation agenda and advocate with Key Opinion Leaders and Prescribers on behalf of patients Scientific Advisory Board 1 1 Current Scientific Advisory Board members collaborating with Inogen, Their affiliations shown but do not constitute a formal collbo
Slide 15: Innovation Approach: Heightened clinical discipline
Innovation Approach: Heightened clinical discipline to drive predictability of New Product Development efforts 3 1 2 4 5 High level of clinical evidence of long-term benefits of oxygen therapy vs device form factor only Customer value driven by clinical benefits vs low level of clinical evidence Cli
Slide 16: Innovation Pipeline: Device-based innovation with value-added capabilities
Innovation Pipeline: Device-based innovation with value-added capabilities Device+ Innovation Data visualization Decision Support Automation of settings adjustment As needed oxygen generation Battery life extension Peace of mind for the patient Hi Flow / Pressure Innovation Oxygen & Non-invasive Ven
Slide 17: Clinical studies over next 24-36 months
Clinical studies over next 24-36 months Validate potential patient population expansion Long COVID (cognitive improvement) Hypothesis: Pathophysiology of Long COVID is unclear with the dominant hypothesis of virus induced neurological damage. There is a potential for contribution of subclinical hypo
Slide 18: A strong management team with proven track record
17 A strong management team with proven track record 30+ years of leadership with Becton Dickinson, SC Johnson / Diversey, and in various pharmaceutical and consumer goods companies. Extensive experience in running global businesses, accelerating growth through portfolio innovation, solution and mar
Slide 19: Promising Long-term Outlook
Promising Long-term Outlook Oxygen market for POCs remains underpenetrated (20.9% POC penetration in 2020 vs 18% in 2019 1) Continue optimizing and strengthening DTC channel Accelerate penetration of the Prescriber channel Long-term investments underway in infrastructure, commercial, R&D, clinical,
Slide 20: Improving lives through respiratory care
19 Improving lives through respiratory care
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