EBR Systems, Inc. · ASX:EBR
EBR Systems — HealthInvest 2025
13 slides from EBR Systems's conference presentation, Sep 22, 2025
Slide 1: HealthInvest 2025
DRAFT FOR For personal use only DISCUSSION HealthInvest 2025 John McCutcheon President and CEO September 2025
Slide 2: Pillars of Success
Pillars of Success Developer of the world’s first and only leadless pacemaker for heart failure Listed on ASX (symbol EBR) since 2021 and SEC registrant since 2024 For personal use only Significant Growth Potential Barriers Removed Poised to Scale Unique solution Large market FDA approved Strong Cle
Slide 3: Cardiac Rhythm Management Market
Cardiac Rhythm Management Market Comprised of three key segments For personal use only Atrial Lead Worldwide CRM Market (~US$13.6bn)1 Right Ventricular Lead Left Ventricular (LV) Lead $4.8bn $4.7bn $4.0bn Cardiac Resynchronisation Therapy (CRT) Implantable Cardioverter Defibrillation (ICD) Pacemaker
Slide 4: Leads – The Achilles’ Heel of Cardiac Rhythm Management
Leads – The Achilles’ Heel of Cardiac Rhythm Management Traditional CRT systems use wires or leads to deliver energy to the heart, which can lead to many problems. For personal use only Leads can migrate and Left Ventricle (LV) lead must fracture be placed outside the heart to avoid blood clots Lead
Slide 5: Market is Rapidly Adopting Leadless Devices as Standard
Market is Rapidly Adopting Leadless Devices as Standard EBR’s WiSE System is the only leadless device that can deliver leadless left ventricle pacing for cardiac resynchronisation therapy For personal use only Left ventricle1 Right ventricle / atrium1 WiSE System fills the gap The only leadless solu
Slide 6: WiSE System for Heart Failure Patients
WiSE System for Heart Failure Patients Designed to overcome the limitations of conventional lead-based CRT For personal use only Leadless Ultra-compact device removes constraints of lead-based pacing systems Versatile Open platform synchronises with a range of existing Transmitter pacing devices Lea
Slide 7: Targeting a US$3.6bn Total Addressable Market
Targeting a US$3.6bn Total Addressable Market Total addressable market represents patients with limited or no other options Total Addressable market (~US$3.6bn)2 For personal use only Acute Lead Failure (~11K Leadless Upgrades (~17K patients/yr) patients/yr) Unable to implant CRT wire in a • Patient
Slide 8: Executing a Clear Commercialisation Strategy
Executing a Clear Commercialisation Strategy Reimbursement provides significant tailwinds For personal use only ✓ Inpatient New Technology Add-on Payments (NTAP1) approved by CMS commencing October 1, 2025 ✓ Outpatient Transitional Pass-Through (TPT1) payments pending final ruling, expected to comme
Slide 9: WiSE Reimbursement
WiSE Reimbursement As a new medical device, EBR’s WiSE System has unprecedented access to reimbursement For personal use only Medicare In-patient Payment Medicare Out-patient Payment Medicare Coverage New Technology Add-On Payment (NTAP) Transitional Pass-Through (TPT) Payment Transitional Coverage
Slide 10: World Class Manufacturing Facility
World Class Manufacturing Facility EBR has secured a new state-of-the-art facility to support long-term commercial growth and scale For personal use only Significant Facility Expansion: • New 11-year lease secured for 51,000 sq ft (4,751 sqm) facility • Expansion of capability from critical manufact
Slide 11: Major Milestones
Major Milestones Proven track record of achieving major clinical, regulatory, and reimbursement milestones For personal use only World’s First FDA Breakthrough World’s First SOLVE-CRT SOLVE-CRT SOLVE-CRT Published in Leadless CRT Device Designation Leadless LBBAP(1) Enrollment Completion Results Rel
Slide 12: Summary
Summary EBR is poised for success to deliver superior treatment for patients suffering from cardiac rhythm diseases For personal use only Developer of the world’s first and only leadless pacing system for heart failure EBR’s WiSE® System has no direct competitors and is complementary to other pacema
Slide 13: Thank You
For personal use only Thank You www.ebrsystemsinc.com 13