Clearpoint Neuro Inc. · NASDAQ:CLPT
Clearpoint Neuro — MRI Interventions — Investor Presentation (April 2014)
36 slides from Clearpoint Neuro's investor presentation, Apr 1, 2014
Slide 1: Investor Presentation April 2014
™__ INTERVENTIONS, Ticker: MRIC Investor Presentation April 2014
Slide 2: Forward-Looking Statements
Forward-Looking Statements Certain matters in this presentation may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21€ of the Securities Exchange Act of 1934. Forward- looking statements often can be identified by words such as "anti
Slide 3: MRI Interventions (MRIC)
MRI Interventions (MRIC)
Slide 4: MRI Interventions Company Highlights
MRI Interventions Company Highlights
Slide 5: Brain disorders and unmet need
* 100 billion nerve cells = 7,000 connections w/ each cell * High metabolic demands * Precision is paramount for delivering therapies 4 Parkinson's Disease Epilepsy Brain Tumor “ocd | Major Depression mDystonia Alzheimer's mStroke Traumatic Brain Injury * 22+ Million Patients * Growing as population
Slide 6: Minimally Invasive, Visualized Procedures
Minimally Invasive, Visualized Procedures Revolutionized Multiple Medical Specialities, Benefitted Millions of Patients Cardiovascular Sur Revolutionized by fluoroscopy in the late 1970's Today: 1.5 million procedures/yr Orthopedic Surgery Revolutionized by arthroscopy In the 1980's Today: 1.2 milli
Slide 7: Minimally Invasive Neurosurgery with ClearPoint
Minimally Invasive Neurosurgery with ClearPoint® Without ClearPoint, minimally invasive neuro procedures are performed “blind” No visualization
Slide 8: ClearPoint Procedure Overview
ClearPoint Procedure Overview
Slide 9: ClearPoint Procedure Overview
ClearPoint Procedure Overview ‘SmartFrame® Trajectory Guide
Slide 10: ClearPoint Procedure Overview
ClearPoint Procedure Overview Delivery of Neurological Therapy Drug Delivery Asleep DBS Laser Ablation
Slide 11: Support from Clinicians, Industry, and Academia
Support from Clinicians, Industry, and Academia Leading Neurosurgeon Clinician Advisors FJ I 2 r. Philip Starr r. Paul Larson Dr. AliRezai Dr. Krys Bankiewicr [ASSEN Past President UCSF & VA (CNS Past President Gankiewiez Lab, UCSF Implemented Across All Major Scanner Platforms SIEMENS | | PHILIPS |
Slide 12: The ClearPoint Difference
The ClearPoint Difference No direct visualization, Performed in an operating room Patient often must be awake for their own brain surgery Long procedures — Can be up to 8 hours Complex requires Direct, high resolution visualization, Performed in an MRI Suite Patient under general anesthesia Short pr
Slide 13: ClearPoint Market Opportunity
ClearPoint Market Opportunity US Patient Populations Therapeutic Approaches Parkinson's Disease 1,500,000 150,000 Epilepsy 2,300,000 250,000 Brain Tumor 200,000 30,000 ARPOINT ocp 3,300,000 100,000 intervention system Major Depression _ 6,000,000 1,200,000 Dystonia 250,000 25,000 ClearPoint “Gateway
Slide 14: ClearPoint Market Opportunity
ClearPoint Market Opportunity US Patient Populations Therapeutic Approaches
Slide 15: ClearPoint Revenue Model
ClearPoint Revenue Model BUSINESS MODEL — RAZOR / RAZORBLADE * ClearPoint Hardware/Software: $130,000 ASP (paid upfront or over time) * ClearPoint Disposables: $7,300 ASP per procedure with strong margins * Generate recurring revenue from the sale of disposables * Procedures covered by existing reim
Slide 16: ClearPoint in the Hospital
ClearPoint in the Hospital Helping Patients / Adding Value Referring Physician Materials Stimulating the Brain Working with Advocacy Groups Patient ‘Awareness
Slide 17: ClearPoint Case Studies
ClearPoint Case Studies Importance of the Platform
Slide 18: Patient Impact
Patient Impact Martin and Celeste — Parkinson’s disease patients DBS electrode placement with ClearPoint
Slide 19: Growing a Strong Base of Clinical Support
Growing a Strong Base of Clinical Support NEUROSURGEON PERSPECTIVE ON CLEARPOINT The ClearPoint System “represents a major step forward in our ability to treat complex neurological diseases." Dr. Karl Silay, Neurosurgeon, University of Wisconsin Dr. Paul Lafgon “ClearPoint allows me to surgically tr
Slide 20: Growing the ClearPoint Footprint
Growing the ClearPoint Footprint 31 ClearPoint Sites (29 US, 2 Europe)
Slide 21: ClearPoint Growth Strategy
ClearPoint Growth Strategy
Slide 22: MRIC's Unique Opportunity in Drug Delivery
MRIC‘s Unique Opportunity in Drug Delivery Major Challenges in Delivering Drugs to the Brain - Blood brain barrier (BBB) blocks systemic delivery (pills, shots, IV) of almost all drugs — 98% of small molecules - Direct injection without ClearPoint is blind, so target is frequently missed - Neopharm
Slide 23: MRIC's Unique Opportunity in Drug Delivery
MRIC‘s Unique Opportunity in Drug Delivery Involvement in Investigational Drug Trials - ws AAV2-hAADC for Parkinson's disease - Phase 1 study at UCSF SANOFI - Sanofi - Genzyme - The Michael J. Fox Foundation is supporting the trial uniQure AAV2-GDNF for Parkinson's disease - Phase 1 study at the NIH
Slide 24: ClearPoint Commercialization
ClearPoint Commercialization ClearPoint Sites / Sales, Marketing and Clinical Support Team EaaSites Sales, Marketing and Clinical Headcount
Slide 25: Financial Highlights
Financial Highlights Revenue by Quarter Product and Related Revenues {Amounts in 000's)
Slide 26: Financial Highlights
Financial Highlights = Total product related revenues increased 226% Q4 2013 vs. Q4 2012 = Total product related revenues increased 156% in 2013 vs. 2012 = Disposable product revenues grew by 83% in Q4 2013 vs. Q4 2012 = Sold first service agreements in Q3 and Q4 of 2013 Quarters Ended December 31,
Slide 27: ClearTrace Cardiac Platform in Development
ClearTrace® Cardiac Platform in Development ClearTrace Cardiac Intervention System for minimally invasive surgical procedures in the heart. Objective: Success rates of the Cox Maze open heart procedure but with a minimally-invasive catheter-based approach + 6.7 million Afib patients US / EU $33 bill
Slide 28: Strategic Position of the MRI Interventions Platforms
Strategic Position of the MRI Interventions Platforms Proprietary Positioning in Multiple Major Markets CLEARPOINT '$30+ Billion WW ‘Market Opportunity = including ~ Parkinson's disease Brain Tumor Epilepsy Dystonia
Slide 29: Strong Intellectual Property
Strong Intellectual Property MRI Interventions Patent Portfolio 45+ US. 45+ U.S. Patents | | 45+ OUS Patents menos 50+ OUS Patent Applications Issued patents cover, among other thin; nelud h stems that
Slide 30: MRI Interventions Company Highlights
MRI Interventions Company Highlights
Slide 31: MRI Interventions, Inc.
™—™ INTERVENTIONS, Ticker: MRIC MRI Interventions, Inc. Irvine, CA Memphis TN (901) 522-9300 info@mriinterventions.com
Slide 32: Descriptions of the Videos Included in this Presentation
Descriptions of the Videos Included in this Presentation This presentation includes six embedded videos. The following table (which is continued on the next two slides) provides the location of each video in the presentation and a description of each video: Psidenow |e This video depicts the target
Slide 33: Descriptions of the Videos Included in this Presentation (cont'd)
Descriptions of the Videos Included in this Presentation (cont’d) 18 In the first portion ofthe video, a patient discusses living with Parkinson's disease, both before and after his DBS procedure, Which was assisted by the ClearPoint system. The following isa transcript of his remarks in the video:
Slide 34: Descriptions of the Videos Included in this Presentation (cont'd)
Descriptions of the Videos Included in this Presentation (cont’d) In this video, Dr. Paul Larson, a neurosurgeon at UCSF Medical Center, speaks about his experience with the ClearPoint system. The following is a transcript of his remarks in the video: “It was tremendous. The system performed exactly
Slide 35: ClearPoint Neuro Intervention System
ClearPoint Neuro Intervention System in Preparation for a Case in a Diagnostic MRI Suite lassie erica
Slide 36: ClearPoint Neuro Intervention System
ClearPoint Neuro Intervention System Selected ClearPoint Disposable Components
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