Establishment Labs Holdings Inc. · NASDAQ:ESTA
Establishment Labs — 43rd Annual J.P. Morgan Healthcare Conference 2025
20 slides from Establishment Labs's conference presentation, Jan 15, 2025
Slide 1: A Women's Health Company
Company confidential. Proprietary information. Do not distribute. A Women’s Health Company Founder & CEO JUAN JOSE CHACÓN QUIRÓS January 15 , 2025 | 43 RD J.P.Morgan Healthcare Conference 2025
Slide 2: Forward Looking Statements and Other Legal Matters
FORWARD LOOKING STATEMENTS AND OTHER LEGAL MATTERS This presentation contains forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. Any statements that refer to projections of our future financial or operating performance, anticipated tr
Slide 3: I'm not stepping away I'm stepping aside
I’m not stepping away I’m stepping aside COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 4: Company Outlook
Company Outlook 2025 Beyond 2025 • 2025 revenue guidance: $205 to $210m • We expect to grow at 20%+ for at least the next three years • OUS $170-$175m. US $35m • Continued focus on efficiency and healthy growth • Entered 2025 on $25m run rate in US (1Q and 3Q seasonality) • Expected to achieve cash
Slide 5: 20 Years of Global Innovation
4M+ 210+ DEVICES PATENTS Motiva® devices* in the market Applications approved/pending worldwide since 2010 in over 20 jurisdictions 20 YEARS OF GLOBAL 140+ 90+ INNOVATION PUBLICATIONS COUNTRIES Establishment Labs® devices are Science-based research approved COMPANY CONFIDENTIAL. INTERNAL USE ONLY. D
Slide 6: Motiva FDA Clinical Trial Kaplan-Meier (KM)
Primary Motiva FDA Augmentation ESTA N=451 AGN N=455 MNT N=552 SIEN 3 N=1,115 Clinical Trial Kaplan-Meier (KM) Capsular Contracture (Baker 0.5% (N=2) 13.2% (N=2) 8.8% 6.0% Grade III/IV) Key Complications 4-year including MRI Rupture, suspected or 0.6% (N=1) 2.7% (N=1) 1.8% 0.7% cohort confirmed Brea
Slide 7: Motiva USA
Motiva USA +2000 +500 $3.2M More than 2000 cosmetic More than 500 accounts have been created and over 300 US 2024 Motiva revenue was orders (plus additional hospital accounts have ordered approximately $3.2M orders for Flora from 32 different hospitals) Over 225 have reordered We continue to open 5-
Slide 8: Breast Tissue Preservation
Platea turpis ut molestie velit cras, dui mollis interdum. BREAST TISSUE PRESERVATION
Slide 9: US Pipeline
US Pipeline Start Breast Tissue Preservation Ergonomix2® Platform Mia Femtech Extension of additional sizes Breast Reconstruction _ Revision Reconstruction COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 10: Transforming the industry through Minimally Invasive
Transforming the industry through Minimally Invasive COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 11: Mia Femtech Key Complications (with MRI cohort)
Mia Femtech® Primary 1-Year (N=100) 2-Year (N=100) 3-Year (N=100) Key Complications Augmentation 95% CL 95% CL 95% CL (with MRI cohort) Capsular Contracture (Baker 0.0% 0.0% 0.0% Grade III/IV) *Includes overall and MRI cohort (33 subjects/ 66 implants) combined. **Malposition:1 patient had an implan
Slide 12: Y1 Performance & Learnings
Y1 Performance & Learnings There is high We are indeed It’s a simple decision interest in what we expanding the market stand for Consideration time of 42% x2 2.5 New Consumers Engagement Rate (versus industry sandards) months % of Mia® Consumers who Conversion time for Early Mia®’s Community engagem
Slide 13: Y1 Performance & Learnings
Y1 Performance & Learnings They are willing to What we offer is pay more for that considered valuable value 9 10 out of +70% Mia® Consumers are willing to recommend us All Mia® consumers have paid between +30% to +70% vs TBA 84 NPS (Net Promotor Score) 92% CSAT (Consumer Satisfaction) COMPANY CONFID
Slide 14: Cities, Clinics, Surgeons
Onboarding Total Live Signed Stage Cities 18 29 47 17 Clinics signed in Clinics 22 38 60 December Surgeons 26 77 103 COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 15: COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 16: Motiva Minimally Invasive Platform
Motiva Minimally Invasive Platform Mia Femtech Preservé GEM Breast Harmonization Breast Augmentation Gluteal Ergonomic Scarless Lift Revision Augmentation modeling Mastopexy Augmentation Hybrid Augmentation COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 17: Minimally Invasive Experience with Tissue Preservation
is a Minimally Invasive Experience with Tissue Preservation is Breast Surgery with Tissue Preservation COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 18: Value Proposition
Value Proposition 1 to 2 cups up Up to 4 cups No general anesthesia With or without general anesthesia No scars in the breast Inframammary Quick procedure and recovery For more complex cases New patients market expansion Existing patient population COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DIS
Slide 19: COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
COMPANY CONFIDENTIAL. INTERNAL USE ONLY. DO NOT DISTRIBUTE.
Slide 20: Thank You
Thank You >) Establishment Labs
Establishment Labs Holdings — 43rd Annual J.P. Morgan Healthcare Conference 2025 on 6ix