Fresenius Medical Care Ag · XETR:FME

Fresenius Medical Care — Investor Presentation (August 2022)

16 slides from Fresenius Medical Care's investor presentation, Aug 30, 2022

  1. Slide 1: Expert call | Accelerating growth in home dialysis

    Expert call | Accelerating growth in home dialysis August 30, 2022 Frank Maddux, MD Global Chief Medical Officer Joe Turk Global Head of Home © Copyright

  2. Slide 2: Safe harbor statement

    Safe harbor statement: This presentation includes certain forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Act of 1934, as amended. Forward-looking statements are inherently subject to risks and uncert

  3. Slide 3: Expanding home dialysis, a key strategic priority

    Expanding home dialysis, a key strategic priority Advancing our growth strategy Addressing several challenges & opportunities Improve Increase outcomes & patient choice reduce costs Support Address clinic network labor shortage optimization FME Expert Call | Accelerating Growth in Home Dialysis 08/2

  4. Slide 4: FME well positioned to continue to lead market in home growth

    FME well positioned to continue to lead market in home growth Vertically integrated Leading technology NxStage business with full suite of VersiPD SystemOne home dialysis products Kinexus PDTherapy  Includes market leading PD, Management PureFlow Dialysate System HHD, and Connected Health Platform

  5. Slide 5: Extraordinary patient satisfaction levels

    Extraordinary patient satisfaction levels World class Net Promotor Score (NPS) across both PD & HHD1 NPS 72 Net promoters Passive Detractor Note: 1| Fresenius Home Patient NPS as of 2021; “World Class” defined as NPS > 70 FME Expert Call | Accelerating Growth in Home Dialysis 08/2022 Page 5

  6. Slide 6: Dialysis patients benefit from more frequent dialysis (MFD)

    Dialysis patients benefit from more frequent dialysis (MFD) Retention rate Greater potential for MFD at home MFD associated with MFD important topic in order to: 1)Flexibility indirectlyfor address Outset practice of conflating  Statistically better blood pressure control practice conventions tre

  7. Slide 7: Home dialysis growth set to accelerate

    Home dialysis growth set to accelerate New aspirational target Key drivers to achieve target 80% | Increase home access 25%  In-Center to home  New patient direct to home  Transition PD to HHD 20% | Increase home retention of dialysis treatments in the U.S.  Training and at home success to be pe

  8. Slide 8: Opportunity for growth in both PD and HHD treatments

    Opportunity for growth in both PD and HHD treatments Drivers % U.S. home Growth potential treatments1 2022-2025 Peritoneal dialysis  Starting modality of choice, given ‒ some remaining kidney function Mid-to-high ‒ effective for 3-5 years 68% single digit  Growth driven by earlier detection throug

  9. Slide 9: TCUs essential to increasing and retaining home patients

    TCUs essential to increasing and retaining home patients ~100 Transitional Care Units (TCUs) across the U.S. supporting ~400 home programs 1 out of 3 patients educated in a TCU choose home versus 1 out of 20 without a TCU Patients going through TCU’s see multiple other clinical advantages1  More li

  10. Slide 10: Home penetration in select markets indicates growth opportunity

    Home penetration in select markets indicates growth opportunity Current treatment mix <15% home 15-25% home >25% home Portland, OR 19% Chicago, IL 5% Newark, NJ 7% Salt Lake City, UT 25% Dayton, OH Omaha, NE 27% Indianapolis, IN 34% 22% Springfield, MO 37% Phoenix, AZ 11% Greenville, NC 24% Dallas,

  11. Slide 11: PD innovation | VersiPD Cycler System

    PD innovation | VersiPD Cycler System PD therapy…simplified. Highest level of care. Lowest level of complexity The smallest, lightest, and quietest PD cycler available, the VersiPD Cycler System is designed to fit where – and how – patients live. It aims to enable independence, shrink the learning c

  12. Slide 12: PD innovation | Kinexus Therapy Management Platform

    PD innovation | Kinexus Therapy Management Platform Connected Health technology… …can improve outcomes  Increase time on PD – Increase average length of stay on PD by 3.5 months  Increase patient retention – Reduce patient dropout by 15%  Timely intervention …reliable and easy to use  Over 15,00

  13. Slide 13: HHD innovation | market leading technology with NxStage One

    HHD innovation | market leading technology with NxStage One Simple Portable Reliable Modular Connected  Simple interface  >70% of patients  Only model with  Option to use  Nx2me shown to easy to learn and take advantage FDA approval for dialysate fluid improve patient use  Only HHD system solo

  14. Slide 14: HHD innovation | GuideMe interface targeted for mid-2023

    HHD innovation | GuideMe interface targeted for mid-2023 Device evolution to optimize key value drivers for patients GuideMe interface  New level of usability within the existing platform  Enhanced troubleshooting  Machines already in the field can be upgraded Today Target mid-2023 FME Expert Cal

  15. Slide 15: Home growth potential outside the U.S. in mid-to-long term

    Home growth potential outside the U.S. in mid-to-long term Technological improvements & connectivity increasing opportunity for home treatments around the world COVID-19 pandemic raised Some healthcare systems in awareness and highlighted EMEA beginning to introduce benefits of home therapies home d

  16. Slide 16: Fresenius Medical Care

    “” FRESENIUS Y MEDICAL CARE

Fresenius Medical Care — Investor Presentation (August 2022) on 6ix