Conmed Corporation · NYSE:CNMD

Conmed — Q1 2020 Earnings Presentation

9 slides from Conmed's earnings presentation, Apr 29, 2020

  1. Slide 1: Investor Presentation

    Investor Presentation Curt R. Hartman President & Chief Executive Officer Todd Garner Executive Vice President & Chief Financial Officer April 29, 2020

  2. Slide 2: Forward-Looking Information

    Forward-Looking Information This presentation contains forward-looking statements based on certain assumptions and contingencies that involve risks and uncertainties. The forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 199

  3. Slide 3: CONMED Vision

    CONMED Vision Empower healthcare providers worldwide to deliver exceptional outcomes for patients. Focus behind the Vision People Products Enhancing profitability

  4. Slide 4: Objectives For Our Shareholders

    Objectives For Our Shareholders § Aggregate growth and profitability over the long term to significantly increase the valuation of the company § Increase our market share in large and attractive markets § Deliver above-market revenue and profitability growth over the long term

  5. Slide 5: Q1 2020 Results

    Q1 2020 Results § Reported Revenue: $214.0M, decreased 2.0% year over year as reported, decreased 0.7% in constant currency with a favorable 290 basis points from acquisitions § On a pro forma basis, if CONMED had owned Buffalo Filter in the prior year, organic constant currency revenue growth in Q1

  6. Slide 6: Estimated April 2020 Revenue vs. April 2019 Revenue

    Estimated April 2020 Revenue vs. April 2019 Revenue Total Global Consolidated -50% to -55% By Product Groups: Total Global Orthopedics -65% Total Global General Surgery -40% By Major Geography: United States -60% Americas (excluding United States) -70% Europe, Middle East & Africa -45% Certain highl

  7. Slide 7: Orthopedics: Large, Attractive Markets

    Orthopedics: Large, Attractive Markets Category Description Market Size and Competitors Dollar Value of 1 Market Share Point $4.4 to $4.6 Billion Sports Devices for repair of soft § Arthrex ~$45M § Stryker Full-Year 2019 Medicine tissue injuries in joints § DePuy Mitek (J&J) § Zimmer Biomet § Smith

  8. Slide 8: General Surgery: Large, Attractive Markets

    General Surgery: Large, Attractive Markets Dollar Value of 1 Market Category Description Market Size and Competitors Share Point $1.4 to $1.6 Billion A platform of devices and accessories to § Ethicon (J&J) § Medtronic Full-Year 2019 Access create and enter the surgical working space § Applied § Oly

  9. Slide 9: Closing Thoughts

    Closing Thoughts § Intense focus on the healthcare customer and solving their unmet needs drives increased market share § Large and attractive markets provide CONMED with ample opportunities for above-average revenue and profitability growth § Aggregating that growth over the long-term can drive mea

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