Boston Scientific Corporation · NYSE:BSX
Boston Scientific — TCT 2019
17 slides from Boston Scientific's conference presentation, Sep 27, 2019
Slide 1: Investor Update TCT 2019
Investor Update TCT 2019 Boston Scientific Advancing science for life™ September 27, 2019
Slide 2: Safe harbor for forward-looking statements
Safe harbor for forward-looking statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements may be identified by words like “anticipate,” “expect,”
Slide 3: Regulatory disclaimers
Regulatory disclaimers Product Regulatory Disclaimer SAVAL™ Drug-Eluting Below-the-Knee Stent U.S. Caution: Investigational Device. Limited by Federal (or U.S.) law to investigational use only. Not available for sale. Ranger™ Drug-Coated Balloon CE Marked. U.S.: Caution: Investigational Device. Limi
Slide 4: Financial disclaimers
Financial disclaimers Market Estimates: Unless noted otherwise, all references to market sizes, market share positions, and market growth rates are BSX internal estimates. BSX Estimates: All financial estimates and other projections, including but not limited to pipeline, growth drivers, and investm
Slide 5: Jeff Mirviss, SVP and President, Peripheral Interventions
Jeff Mirviss Senior Vice President and President, Peripheral Interventions
Slide 6: Category-Leading Peripheral Portfolio
Category-Leading Peripheral Portfolio Serves large, growing & underpenetrated disease states Arterial Disease Venous Disease Interventional Oncology $3.2B Market, ~5% Growth $1.4B Market, ~7-8% Growth $1.6B Market, ~7-8% Growth Peripheral Arterial Disease Deep Venous Disease Liver Cancer Category- l
Slide 7: BTG Acquisition: Strong strategic fit, high growth adjacencies
BTG Acquisition: Strong strategic fit, high growth adjacencies Highly Complementary Portfolio Enables Access to High-Growth Adjacencies Interventional Oncology Venous Disease Pulmonary Superficial Venous Cancer Cancer Therapies Access & Delivery Pulmonary Embolism DVT Embolism Insufficiency Therapie
Slide 8: FDA Guidance: Treatment of PAD & Paclitaxel
FDA Guidance: Treatment of PAD & Paclitaxel Ongoing Clinical PAD Therapy Signal Resolution Studies • Studies may continue • Physicians discussing • Further analyses forthcoming to risks/benefits of all PAD therapies help explain cause of signal • Eluvia Eminent Trial – improved patient discussions •
Slide 9: BSX Drug-Elution: Highly differentiated portfolio w/comparative evidence
BSX Drug-Elution: Highly differentiated portfolio w/comparative evidence Eluvia™ Ranger™ Saval™ Drug-Eluting Vascular Stent Drug-Coated Balloon Drug-Eluting Stent Eluvia’s controlled release & Designed to minimize downstream Only controlled drug release option polymer-based design make it particulat
Slide 10: Kevin Ballinger and Dr. Ian Meredith
Kevin Ballinger Executive Vice President and Global President, Interventional Cardiology Dr. Ian Meredith, AM Executive Vice President and Global Chief Medical Officer
Slide 11: Interventional Cardiology Group
Interventional Cardiology Group BSX well-positioned to capitalize on market opportunities Stents Complex PCI Structural Heart Protect Leadership Extend Leadership Disrupt and Accelerate 10% ~25% ~26% ~40% BSX IC ~36% Market Revenue Mix 53% 37% Position Goal: #1 ~38% ~35% Structural Heart Complex PCI
Slide 12: Coronary Therapies
Coronary Therapies Continuous innovation to evolve patient care ROTA SYNERGY Stent High Bleeding Atherectomy MEGATRON™ Risk Indication • 21% YOY growth* globally (H1 2019) • Purpose built large vessel DES • EVOLVE Short DAPT data • 43% YOY US growth driven by • Received CE Mark September 24 presente
Slide 13: WATCHMAN
WATCHMAN Pioneering innovative alternatives for Afib patients U.S. Reimbursement Increase • Medicare coverage established • 8.6% weighted average increase in 2020 reimbursement EU Leadership WATCHMAN FLX • Full European launch underway • Positive physician feedback Japan Launch • Reimbursement estab
Slide 14: Structural Heart Valves
Structural Heart Valves Advancing our Structural Heart presence LOTUS Edge™ SENTINEL™ ACURATE neo2™ Cerebral Protection TAVR System TAVR “Lotus Edge represents a broad spectrum therapy for • Launched in ~400 • Maintains benefits of valvular heart disease. Many TAVR operators, myself accounts globall
Slide 15: Interventional Cardiology Key data at TCT
Interventional Cardiology Key data at TCT EVOLVE Short DAPT REPRISE III SCOPE I SYNERGY and Short DAPT in LOTUS v. CoreValve ACURATE neo v. SAPIEN 3 high bleeding risk patients WATCHMAN LOTUS Edge WATCHMAN FLX Budget Implications Budget Implications Early Experience Cost of mechanically expanded v.
Slide 16: Citations
Citations Slide 6 (Serving large, underpenetrated disease states with significant unmet clinical needs) 1. Fowkes, F, et. al., The Lancet, Volume 382, Issue 9901, 1329-1340 2. DRG Medtech 360 Reports. United States, Europe, Asia Pacific, Japan, Latin America. 3. Yost, ML, as presented at NCVH 2018.
Slide 17: Supplemental Non-GAAP Disclosures
Supplemental Non-GAAP Disclosures