Angiodynamics, Inc. · NASDAQ:ANGO
Angiodynamics — Needham & Company 22nd Annual Virtual Healthcare Conference 2023
17 slides from Angiodynamics's conference presentation, Apr 17, 2023
Slide 1: Needham & Company 22nd Annual Virtual Healthcare Conference
Needham & Company 22nd Annual Virtual Healthcare Conference April 17, 2023 Jim Clemmer, President & CEO Stephen Trowbridge, Executive Vice President & CFO
Slide 2: Notice Regarding Forward-Looking Statements
2 Notice Regarding Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements regarding AngioDynamics’ expected future financial position, results of operations, cash flows, business stra
Slide 3: AngioDynamics: a medical technology platform company
A medical technology platform company focused on a select group of large, high growth markets where meaningful treatment gaps exist in current standard of care. Our technologies positively impact treatment options and patients' quality of life. AngioDynamics
Slide 4: Cardiovascular disease and cancer have the highest morbidity and mortality worldwide
Cardiovascular disease and cancer have the highest morbidity and mortality worldwide AngiodynamicsA medical technology platform company focused on a select group of large, high growth markets where meaningful treatment gaps exist in current standard of care. Our technologies positively impact treatm
Slide 5: Focused transformation pursuing attractive markets
5 AngioDynamicsInvestments in our Med Tech platforms are funded by operating cash flows from our Med Device portfolio The planned portfolio additions and new indications are based on management estimates and industry sources as of July 2022 and are not guarantees of future performance and are subjec
Slide 6: Addressable markets by disease state
6 DVT Deep Vein Thrombosis Small Bore* Large Bore PAD Peripheral Arterial Disease Atherectomy PE* Pulmonary Embolism Solid Tumor* Prostate, Liver & Pancreas Cardiovascular Disease Cancer $1.1B TAM $2.4B TAM $600M TAM $2.9B TAM $160M TAM $2.0B TAM AngioDynamics Cardiac Thrombus & Emboli Left Heart* R
Slide 7: Focused technology platforms targeting attractive markets
7 AngioDynamicsFocused technology platforms targeting attractive markets with meaningful treatment gaps, where our differentiated technologies can address unmet needs Disease State Platform Treatment Status PAD Peripheral Arterial Disease Atherectomy Launched Thrombus Venous Thromboembolism & Cardia
Slide 8: PAD: Auryon Atherectomy System
PADWith over 35,000 cases performed, the Auryon Atherectomy System is the only atherectomy solution with the safety profile and versatility to treat every lesion location and morphology 8 T H E M A R K E T O U R S O L U T I O N W H Y I T M A T T E R S Peripheral Atherectomy Protective of vessel wall
Slide 9: Thrombus Management
Thrombus ManagementOur differentiated technology platforms offer potential treatment solutions across multiple disease states T H E M A R K E T O U R S O L U T I O N W H Y I T M A T T E R S Only solution on the market with continuous aspiration and simultaneous reinfusion of filtered blood Aspirate
Slide 10: Thrombus Management technology portfolio
Thrombus ManagementTechnology portfolio targeted at peripheral and cardiovascular thrombolytic events, including small and large vessels c-g See reference page *AlphaVac PE, Auryon Venous Thrombectomy/DVT, and AngioVac Left Heart are not cleared by the US FDA for these indications. Small Vessel Larg
Slide 11: Prostate Initiative
Prostate Initiative*Over 505,000 men with prostate cancer could be treated with this technology 11 *IDE Study in progress Market Source: Management estimate & industry sources as of July 2022. Focal Therapy T H E M A R K E T O U R S O L U T I O N W H Y I T M A T T E R S 2023 Global TAM $2B Targeted:
Slide 12: International Expansion Plan
International Expansion PlanExpanding our business reach in targeted regions & countries 12 Aligning our Go-to-Market strategy to the different regions and markets, utilizing new partnerships where appropriate to maximize growth Preparing for EU and selected OUS launches of both the Auryon Atherecto
Slide 13: Med Device: Maintain Positioning
Medical Device 13 Med Device: Maintain Positioning Vascular Access Catheters & Accessories Microwave & Radiofrequency Ablation Diagnostic Catheters, Guidewires & Kits Lung Biopsy Safety Endovenous Laser Treatment Radiation Treatment Stabilization Balloons Optimizing our commercial approach by re-ali
Slide 14: Q3 and YTD FY23 Results (unaudited)
Q3 and YTD FY23 Results (unaudited) 14 $ in thousands (except per share data) Q3 FY23 Q3 FY22 Change YTD FY23 YTD FY22 Change Revenue $80,712 $73,970 9.1% $247,678 $229,221 8.1% Med Tech Med Device $22,874 $57,838 $19,612 $54,358 16.6% 6.4% $70,193 $177,485 $56,106 $173,115 25.1% 2.5% United States
Slide 15: Q3 and YTD FY23 Results
Q3 and YTD FY23 Results 15 Med Device Med Tech 25.1% growth 2.5% growth YTD Revenue Growth YTD FY22 YTD FY23 YTD Revenue Contribution YTD FY22 YTD FY23 Med Device Med Tech 16.6% growth 6.4% growth Q3 Revenue Growth Q3 FY22 Q3 FY23 Q3 Revenue Contribution Q3 FY22 Q3 FY23
Slide 16: Needham & Company 22nd Annual Virtual Healthcare Conference
Needham & Company 22nd Annual Virtual Healthcare Conference April 17, 2023 Jim Clemmer, President & CEO Stephen Trowbridge, Executive Vice President & CFO
Slide 17: Auryon References
Auryon References a. Rundback J, Chandra P, Brodmann M, Weinstock B, Sedillo G, Cawich I, et al. Novel laser-based catheter for peripheral atherectomy: 6-month results from the Eximo Medical B-Laser™ IDE study. Catheter Cardiovasc Interv. 2019;1-8. b. Shammas NW, Chandra P, Brodmann M, Weinstock B,
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