Clearpoint Neuro Inc. · NASDAQ:CLPT

Clearpoint Neuro — Investor Presentation (February 2020)

35 slides from Clearpoint Neuro's investor presentation, Feb 14, 2020

  1. Slide 1: ClearPoint Neuro: When Your Path Is Clear, We Point the Way

    CLEARPOINT NEURO WHEN YOUR PATH | WE POINT THE WAY. February 14, 2020 NASDAQ MarketSite, New York City

  2. Slide 2: Forward Looking Statements

    FORWARD LOOKING STATEMENTS Statements herein concerning ClearPoint Neuro, Inc. (the “Company”) plans, growth and strategies may include forward-looking statements within the context of the federal securities laws. Statements regarding the Company's future events, developments and future performance,

  3. Slide 3: Severe Neurological Disorders Impact Millions of Patients and Families

    Severe Neurologica Disorders Im Millions of Patients pact and Families Year eie¢ CLEARPOINT Fach Parkinson’s Disease AADC Deficiency Epilepsy

  4. Slide 4: Only a fraction of patients with neurological disorders are treated surgically

    Only a fraction of patients with debilitating neurological disorders are being treated surgically today Prevalence of Neurological Disorders o @ © © o © © © @ © © © © @9@ © © © © © @© © © © © @9@ © @ ©@ © o 9 © © 9 @ © 9 © o 9 © @ 9 9 9 9 @ 9 9 9 © 9 © 9 9 9 © 9 © oo © oO 9 9 9 @ © @ © 9 9 @ © 9 9 9

  5. Slide 5: The Movement to Minimally Invasive Procedures Has Happened Everywhere Else in the Body

    The Movement to Minimally Invasive Procedures has Happened Everywhere Else in the Body This transition has always had two things in common * More patients being treated * Procedures enabled by live image guidance ise CLEARPOINT’ © 2020 CLEARPOINT NEURO

  6. Slide 6: Traditional Stereotactic Neurosurgery is Limited

    Traditional Stereotactic Neurosurgery is Limited PRIMARY CHALLENGE The Skull is not ‘See Through’ X-Ray and CT do not show structures of the brain Large, Metallic Navigation Frames are not compatible inside an MRI Magnet Surgical Image Guidance in the Operating Room is not live but rather ‘Co-Regist

  7. Slide 7: Our Solution — Procedure Overview

    OUR SOLUTION — PROCEDURE OVERVIEW ClearPoint® Neuro Navigation System Platform An MRI Compatible Navigation System Delivering Live MRI Guidance to the Procedure 388s CLEARPOINT © 2020 CLEARPOINT NEURO 7 38° NEURO

  8. Slide 8: Our Company: A Proven Platform

    OUR COMPANY ClearPoint Neuro: A Proven Platform Key Products: FDA. C€ Marked Platforms HEADQUARTERS EMPLOYEES : { Q i Irvine, CA 47+ 85% © 25+ field | 22+ production & development Disposables and Services 2019 REVENUE 2020 REVENUE FORECAST $11.2m $14m — 15m" ~ i} 7 15% Capital Equipment Razor / Razo

  9. Slide 9: Our Company: Two Companies in One

    Our Company ClearPoint Neuro: Two Companies in One CLEARPOINT A focus in Neurosurgery and unparalleled clinical support A Medical Device Company * $100M+ Existing Market, growing > 10% ¢ Platform Navigation, Therapy, Confirmation ¢ Predictable, Growing Installed Base * Stable 15%+ Growth eie¢ CLEARP

  10. Slide 10: Broad and Growing User Base of Leading Neurosurgeons

    BROAD AND GROWING USER BASE OF LEADING NEUROSURGEONS ClearPoint® is Installed in 60 Active Clinical Sites at Top US Hospitals and Growing: UC San Francisco Hy sxaseChildr Cinci lat. Institutes of University of Pennsylvania HUP. San Francisco VA 5°55 Riverside seeece A © Unvor Meng Shecssesses: a ita

  11. Slide 11: Our MRI-guided therapy platform is currently being used

    Our MRI-guided therapy platform is currently being used to... Medtronic Medtronic PTC) isn St. JUDE MEDICAL MONTERIS: Boston, axvant Scientific SEAR THERAPIE ° ( Bluzhock NELRO BENE STEMCELL e- CLEARPOINT SIEMENS @ IMRIS ¢ © 2020 CLEARPOINT NEURO

  12. Slide 12: Capabilities

    CAPABILITIES Our platform enables choice of precision-guided therapies and services CLEARPOINT NEURO Artificial Intelligence LEARPOINT © 2020 CLEARPOINT NEURO RO 12

  13. Slide 13: Capabilities: The Parkinson's Disease Patient

    LE CAPABILITIES Example: The Parkinson’s Disease Patient Enabling Surgeons to choose the right tool for the right patient EARPOINT © 2020 CLEARPOINT NEURO EURO 13

  14. Slide 14: Market Potential for Procedures

    MARKET POTENTIAL FOR PROCEDURES GLOBAL SCALE Included Strategic & Focused Expansion to new geographies either direct or through partners Below Leverage existing sales channel for other distribution opportunities (i.e. non-neuro CLS Laser Distribution) Expansion and Leverage 50,000+ 20+ Current non-h

  15. Slide 15: Market Opportunity

    Market Opportunity © 2020 CLEARPOINT NEURO

  16. Slide 16: Deep Brain Stimulation

    Deep Brain Stimulation Deep brain stimulation (DBS) uses a surgically implanted medical device, similar to a cardiac pacemaker, and leads to deliver controlled electrical stimulation to precise targeted areas in the brain. es CLEARPOINT ClearPoint® is used to accurately place leads in the appropriat

  17. Slide 17: 1. Neuro Navigation: Deep Brain Stimulation

    1. Neuro Navigation Deep Brain Stimulation CLEARPOINT RINDU CHANGES Boston. Medtronic ) Abbott NELROPACE Parkinson’s Patient Population (US) Movement Disorders DBS Procedure Volumes Neuromodulation (Global): Currently 10% Annual Growth Patients with * 12,500 implantations per Parkinson’s disease yea

  18. Slide 18: 1. Neuro Navigation: ClearPoint Must Factor Industry Changes

    1. Neuro Navigation Deep Brain Stimulation CLEARPOINT MUST FACTOR INDUSTRY CHANGES ea Rie Medtronic S) Abbott NELROPACE Parkinson’s Patient Population (US) 2019 ; ; 400 1.2M Patients with implants Parkinson’s disease 12,000 5 6,000 are : ; Implants/yr & lead implants ne 1M Patients diagnosed and tre

  19. Slide 19: 2. Therapy: ClearPoint Neuro Laser Therapy

    2. Therapy ClearPoint Neuro Laser Therapy LITT uses laser energy to destroy unwanted cells Laser Interstitial Thermal Therapy (LITT) is a minimally invasive surgical technique. A laser fiber is inserted through a tiny hole in the skull and then the laser applies energy to the targeted lesion, killin

  20. Slide 20: ClearPoint Neuro's Right to Win in MRgLITT

    2. Therapy ClearPoint Neuro Laser Therapy ClearPoint Neuro’s Right to Win in MRgLITT * ClearPoint Neuro chosen by INFLEXION™ Head Fixation Frame TRANBERG® Laser ClearPoint® Compatibility Kits Neurosurgeons for the most difficult Neuro LITT cases today. * One clinical support team and a simplified wo

  21. Slide 21: Significant Addressable Neuro Market in Epilepsy and Tumor

    2. Therapy ClearPoint Neuro Laser Therapy Significant Addressable Neuro Market in Epilepsy and Tur Deepest, Smallest, Most Eloquent Focal, Mesial Temporal Epileptic Zone 15,000 * Initial beachhead market -> focal, MTLE cases and the most difficult brain tumor cases. Malignant Tumor 26,000 o.. Tumor

  22. Slide 22: MRgLITT Market is Small, but Drivers Are in Place

    2. Therapy ClearPoint Neuro Laser Therapy MRgLITT Market is Small, but S rivers Are in Place Patients will continue to shift from open craniotomy to minimally invasive methods. Estimated US Neuro LITT Cases (4) Clinical evidence and payer support for LITT is growing. ame 1500 Growing acceptance from

  23. Slide 23: 3. Biologics & Drug Delivery: Pediatric Indications

    3. Biologics & Drug Delivery Pediatric Indications Disorder AADC Deficiency Diffuse Intrinsic Pontine Glioma ‘ (DIPG) Friedreich’s Ataxia Angelman Syndrome re Ss hs. ¢¢ CLEARPOINT et al. Neurology. 2010;75:64-71. 2. Dana Farbe y a 4. https: Description Rare (<1/1,000,000) autosomal recessive disorde

  24. Slide 24: 3. Biologics & Drug Delivery: Pediatric Indications

    3. Biologics & Drug Delivery Pediatric Indications Disorder Sanfilippo A (MPS IIIA) Tay-Sachs (GM2 gangliosidosis) GM1 gangliosidosis ganglosidosis 18: causes, consequence: Description Non-Clinical Phase I/II _ Trial Autosomal recessive, neurodegenerative lysosomal storage disorder affecting 1/1000,

  25. Slide 25: 3. Biologics & Drug Delivery: Adult Indications

    3. Biologics & Drug Delivery Adult Indications Disorder CS Glioblastoma i Parkinson's Disease Huntington’s Disease a Amyotrophic Lateral Sclerosis (ALS) ps: / /wwwww me eases-conditions/glioblas lini Description One of the most common and highly invasive brain neoplasms with an incidence of 2-3 new

  26. Slide 26: Patient Treatment Opportunity/Year: AADC Deficiency

    PATIENT TREATMENT OPPORTUNITY/YEAR 3. Biologics & Drug Delivery 1,000 500 Estimated WW prevalence AADC Deficiency syndrome: Rare autosomal recessive disorder caused by mutations in the DDC gene leading to significant deficiencies in dopamine and other neurotransmitters. This causes severe motor dysf

  27. Slide 27: Patient Treatment Opportunity/Year: Sanfilippo Syndrome

    PATIENT TREATMENT OPPORTUNITY/YEAR 3. Biologics & Drug Delivery Estimated $1.5B* Market Opportunity As Platform for Gene Therapy 100,000 10,000 Sanfilippo Syndrome: Autosomal recessive, neurodegenerative lysosomal storage disorder affecting 1/100,000 births. The primary disease characteristic is CNS

  28. Slide 28: Patient Treatment Opportunity/Year: Friedreich's Ataxia

    PATIENT TREATMENT OPPORTUNITY/YEAR 3. Biologics & Drug Delivery Estimated $1.5B* Market Opportunity As Platform for Gene Therapy 100,000 10,000 5,000 1,000 500 Friedreich’s Ataxia ~S60M* MPS IIA Sanfilippo Syndrome ~$5M? Friedreich’s Ataxia: A genetic, progressive, neurodegenerative movement disorde

  29. Slide 29: Biologics & Drug Delivery: $1.5B Market Opportunity

    3. Biologics & Drug Delivery Estimated $1.5B* Market Opportunity As Platform for 200,000 . ay < Parkinson’s Disease = 100,000 ~$1.2B3 e Zz 5 = & 10,000 a Huntington ALS a Disease ° 3 ~$120M4 nd 7 ~$120M?3 z ‘Angelman - s 5,000 Syndrome 2 Friedreich’s ~$72M! < Ataxia ra ~S6om! ra 5 1,000 o = AADC Gra

  30. Slide 30: 4. Global Scale

    4. Global Scale Achieve Global Scale and Progress Toward Profitability other surgical products * Current Revenue for non-neuro CLS Laser Applicators Manufacturing Facility in Irvine capable of producing 5x current demand with existing footprint CE Mark labeling for targeted global expansion when tim

  31. Slide 31: mlatclatelfslis

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  32. Slide 32: Growth in Case Volume and Revenue

    Growth in Case Volume and Revenue Disposables _™@ Biologics and Drug Delivery Capital & Service 925 801 Case Volume Growth Estimated 2020 $11,200 2013-2019 670 629 Revenue Growth $1,662 32.7% 9, 9, : 25% - 35% CAGR $2,574 $14,500 $1,471 $913 $1,127 $980 sez6 4 $1,097 oa < S | $938 3 al £ $3,380 $3,9

  33. Slide 33: Cash Flow From Operations 2015 - 2019

    2015 - 2019 Cash Flow From Operations 2015 $18,637) eie¢ CLEARPOINT 2016 $(5,819) 2017 $(5,993) 2018 $(4,638) 2019 $(2,850) CASH AT February 14, 2020 $17.5 million 020 CLEARPOINT NEURO

  34. Slide 34: CLPT Capabilities Executive Summary

    CLPT CAPABILITIES Executive Summary Unique Platform technology enabling Precision MRI-Guided Therapies to restore quality of life for some of the most debilitating disorders Large, Growing installed base in @ 60 of 250+ leading Neurology A centers in U.S. Procedure volume has grown 0 (| | 33%+ CAGR

  35. Slide 35: ClearPoint Neuro

    CLEARPOINT NEURO WO \\\} A

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