Viewray, Inc. · OTC:VRAYQ
Viewray — J.P. Morgan Healthcare Conference January 2019
30 slides from Viewray's conference presentation, Jan 7, 2019
Slide 1: A Giant Leap in Cancer Therapy Innovation
Exhibit 99.2 A Giant Leap in Cancer Therapy Innovation J.P. Morgan Healthcare Conference January 2019 1Exhibit 99.2 A Giant Leap in Cancer Therapy Innovation J.P. Morgan Healthcare Conference January 2019 1
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer FORWARD‐LOOKING STATEMENTS This presentation has been prepared solely for use at this meeting and is intended for investors and analysts only. The material is given in conjunction with an oral presentation and should not be taken out of context. Unless the context requires otherwise, refe
Slide 3: Cancer Treatment Moving to Personalized Care
Cancer Treatment Moving to Personalized Care 3Cancer Treatment Moving to Personalized Care 3
Slide 4: Surgery
Surgery 4 Right toSurgery 4 Right to
Slide 5: Medical Oncology
Medical Oncology 5Medical Oncology 5
Slide 6: MRIdian - Defining a New Standard of Care in Radiation Oncology
MRIdian ‐ Defining a New Standard of Care in Radiation Oncology See. Shape. Strike. Size. 6MRIdian ‐ Defining a New Standard of Care in Radiation Oncology See. Shape. Strike. Size. 6
Slide 7: MRIdian: Pioneering Radiation Oncology
MRIdian: Pioneering Radiation Oncology Bibian Mentel • 3‐time Winter Paralympics gold medalist • 5‐time world champion para‐ snowboarder • Battled cancer 9 times • Kicked cancer with MRIdian 7MRIdian: Pioneering Radiation Oncology Bibian Mentel • 3‐time Winter Paralympics gold medalist • 5‐time worl
Slide 8: Clearly Differentiated Technology
Clearly Differentiated Technology MRIdian Conventional Image Guided Radiation Therapy Diagnostic‐Quality Imaging (IGRT) Imaging Images courtesy of Amsterdam UMC 8Clearly Differentiated Technology MRIdian Conventional Image Guided Radiation Therapy Diagnostic‐Quality Imaging (IGRT) Imaging Images cou
Slide 9: MRIdian vs. Traditional CT LINAC - Visibly Different
MRIdian vs. Traditional CT LINAC – Visibly Different MRIdian Market‐leading CT LINAC Images courtesy of the Siteman Cancer Center at Washington University School of Medicine 9MRIdian vs. Traditional CT LINAC – Visibly Different MRIdian Market‐leading CT LINAC Images courtesy of the Siteman Cancer Ce
Slide 10: Making the Invisible Visible
Making the Invisible Visible “This would have been unimaginable before [MRIdian].” —M. Salim Saddiqui, MD Director, Stereotactic Radiation Program Director, MR Simulation Program Department of Radiation Oncology Henry Ford Cancer Center Adaptive MR Image Guided Radiotherapy Symposium MR‐guided Radia
Slide 11: Organ Motion Requires MRI Real-Time, On-Table Adaptive
Organ Motion Requires MRI Real‐Time, On‐Table Adaptive Esophagus/Other video here Nice to have if can located. TBD Images courtesy of Henke et al. Int J Radiation Oncol Bio PhysOrgan Motion Requires MRI Real‐Time, On‐Table Adaptive Esophagus/Other video here Nice to have if can located. TBD Images c
Slide 12: Conventional CT vs. MRIdian
Conventional CT vs. MRIdian…the difference is clear 12Conventional CT vs. MRIdian…the difference is clear 12
Slide 13: Key Opinion Leader Perspective
Key Opinion Leader Perspective “Just as the two‐dimensional x‐rays we relied on in the 1980s were replaced by CT‐guided radiotherapy, so will MR‐guided radiation technology render CT‐guided radiation obsolete. —Daphne A. Haas‐Kogan, MD Chair of the Department of Radiation Oncology at Dana‐Farber Can
Slide 14: Re-envisioning Radiation Therapy: The Future is Now
Re‐envisioning Radiation Therapy: The Future is Now Other MRgRT Conventional MRIdian Technologies IGRT LINACs — See.üü —— Shape. ü —— Strike. ü — Size. üü 14Re‐envisioning Radiation Therapy: The Future is Now Other MRgRT Conventional MRIdian Technologies IGRT LINACs — See.üü —— Shape. ü —— Strike. ü
Slide 15: MR Linac: a Niche or Emerging Standard of Care?
MR Linac: a Niche or Emerging Standard of Care? All patients require precision, and ~80% of the time the use of MRIdian will likely enhance treatment outcomes. ‐ Dr. Michael Steinberg, UCLAMR Linac: a Niche or Emerging Standard of Care? All patients require precision, and ~80% of the time the use of
Slide 16: Big Benefits for Hospitals, Physicians and Patients
Big Benefits for Hospitals, Physicians and Patients áThroughput Capacity áReimbursement and Economics áAccess to CareBig Benefits for Hospitals, Physicians and Patients áThroughput Capacity áReimbursement and Economics áAccess to Care
Slide 17: Driving Adoption in a Large, Underserved Market
Driving Adoption in a Large, Underserved Market $6.3B $4.6B Global radiotherapy market in 2015 Projected Global Radiotherapy Market in 2020 Markets & Markets, 2015 Radiotherapy Market Global Forecasts 2020Driving Adoption in a Large, Underserved Market $6.3B $4.6B Global radiotherapy market in 2015
Slide 18: How We Win
How We Win Commercial Operational Organization Excellence Therapy Adoption via Customer Innovation, Clinical Service Data, & Training 18How We Win Commercial Operational Organization Excellence Therapy Adoption via Customer Innovation, Clinical Service Data, & Training 18
Slide 19: Bold Commercial Strategy
Bold Commercial Strategy Providing access and serving more patients • Building commercial team, distribution network • Initial focus on United States, EMEA and Japan • This is ~70% of market opportunity Markets & Markets, 2015 Radiotherapy Market Global Forecasts 2020Bold Commercial Strategy Providi
Slide 20: Relentless Focus on Operational Excellence
Relentless Focus on Operational Excellence Driving efficiency across the organization • Purchase order to rev rec goal: of 6 to 4 quarters • Vault readiness • Manufacturing efficiencies, supply chain managementRelentless Focus on Operational Excellence Driving efficiency across the organization • Pu
Slide 21: Customer Service
Customer Service Radical customer delight • World‐class service and support • Clinical workflow • Innovation, clinical data and training 21Customer Service Radical customer delight • World‐class service and support • Clinical workflow • Innovation, clinical data and training 21
Slide 22: Therapy Adoption: Game-changing Technological Innovation
Therapy Adoption: Game‐changing Technological Innovation Extending our leadership position • Speed, machine vision, biologic imaging • “Groundbreaking” long‐term pipeline • 2 advancements planned in FY’19 • Strong intellectual property portfolio 22Therapy Adoption: Game‐changing Technological Innova
Slide 23: Therapy Adoption: Early, Compelling Data
Therapy Adoption: Early, Compelling Data • Increase in Overall Survival with simultaneous vanishing of 1,2,3,4 Grade 3+ Toxicity in unresectable pancreatic cancer • Ability to treat prostate with very high doses in few sessions 5 with very low toxicity [new ASTRO, AUA, ASCO guidelines] • Ability to
Slide 24: Therapy Adoption: Current and Desired State
Therapy Adoption: Current and Desired State Early Adopter: VUMC in Amsterdam • Almost 100% MRIdian treatments adaptive • About 100% hypofractionated treatments • Compelling outcomes 24Therapy Adoption: Current and Desired State Early Adopter: VUMC in Amsterdam • Almost 100% MRIdian treatments adapti
Slide 25: Preliminary Fourth Quarter and Full Year 2018 Results
Preliminary Fourth Quarter and Full Year 2018 Results Q4 Results • Total revenue of ~$21 million, primarily from 3 revenue units and 1 upgrade • Received 8 new orders for MRIdian systems totaling approximately $49 million • Backlog was approximately $212 million as of December 31, 2018 • Cash and ca
Slide 26: Growth Profile
Growth Profile ~99% revenue CAGR since 2015 90 60 30 0 2015 2016 2017 2018 Preliminary Results Source: Company filings In millions of $Growth Profile ~99% revenue CAGR since 2015 90 60 30 0 2015 2016 2017 2018 Preliminary Results Source: Company filings In millions of $
Slide 27: How We Win: Creating Shareholder Value
How We Win Creating shareholder Value • Big market opportunity • Aligned view on MR technology • MRIdian enables trend toward precise, personalized therapy Customer Commercial Readiness and • Investing in innovation, clinical data, Organization Installations training, and infrastructure Therapy Adop
Slide 28: A Giant Leap in Cancer Therapy Innovation
A Giant Leap in Cancer Therapy Innovation J.P. Morgan Healthcare Conference January 2019 A Giant Leap in Cancer Therapy Innovation J.P. Morgan Healthcare Conference January 2019
Slide 29: J.P. Morgan Healthcare Conference January 2019
J.P. Morgan Healthcare Conference January 2019J.P. Morgan Healthcare Conference January 2019
Slide 30: Appendix
Appendix 1 Dr. Henke, ASTRO 2018, https://vimeo.com/298626732#t=458 2 Dr. Bassetti, Miami Symposium 2018, https://vimeo.com/293472071#t=1224 3 Dr. Parikh ASTRO 2017 Abstract, ASTRO 2017 multi‐institutional, https://www.redjournal.org/article/S0360‐ 3016(17)32096‐5/fulltext 4 Washington University, A
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