Clearpoint Neuro Inc. · NASDAQ:CLPT
Clearpoint Neuro — Investor Presentation (May 2021)
27 slides from Clearpoint Neuro's investor presentation, May 12, 2021
Slide 1: ClearPoint Neuro: We Point the Way
NEURO WE POINT THE WAY. Nasdaq: CLPT May 2021
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS Statements herein concerning the Company’s 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, as well as management's
Slide 3: ClearPoint Neuro: Two Opportunities, One Platform
Our Company ClearPoint Neuro: Two Opportunities, One Platform CLEARPOINT NEURO Leveraging a Common Navigation Engine, Installed Base and Clinical Support Channel A Biologics & Drug Delivery Company with a Broad Portfolio A Medical Device Company with an Innovative of Pharma Partners and Indications
Slide 4: ClearPoint Neuro: A Proven Platform
Our Company ClearPoint Neuro: A Proven Platform Key Products: FDA C€ Marked Platforms HEADQUARTERS. Solana Beach, CA 2020 REVENUE °12.8m U.S. PATENTS ISSUED 65 EMPLOYEES 65+ 28+ field 37+ production & development {A As of, and for the quarter ended, March 31, 2021 CLEARPOINT MANUFACTURING EUROPEAN H
Slide 5: Limitations of Traditional Stereotactic Neurosurgery
Limitations of Traditional Stereotactic Neurosurgery Lack of Real-Time Image Guidance PRIMARY CHALLENGE For minimally invasive procedures to be successful, the surgeon needs imaging to see into the head MRI is the best imaging tool for the brain Large, metallic frames are not MRI compatible CLEARPOI
Slide 6: Our Platform — Procedure Overview
Our Platform — Procedure Overview The ClearPoint® Neuro Navigation System 388; CLEARPOINT © 2024 CLEARPOINT NEURO 33° NEURO
Slide 7: SmartFrame XG
SmartFrame® XG SmartFrame XG Trajectory Tower with ClearPoint 2.0 Software *The SmartFrame Array Tower, Software and Robotic System are currently under development ee CLEARPOINT SmartFrame Array™ ‘\ LAY perpen C’) SmartFrame Array Tower* with “virtual array” Software and next generation robotic syst
Slide 8: The ClearPoint Maestro Brain Model
Our Platform The ClearPoint ‘Maestro’ Brain Model” Licensed and Jointly Developed with Philips 1. Shape Constrained, triangular mesh model enables point-based correspondence across multiple subjects 2. Fast and capable of peri-procedural imaging without CPU acceleration 3. This model is the basis fo
Slide 9: Our MRI-guided therapy platform
Our MRI-guided therapy platform is currently being used to... SIEMENS @ IMRIS e. CLEARPOINT PTC) Voyager THERAPEUTICS GENE THERAPIES ) BlueRock ] therapeutics BENE uniQure Co charles river ..with 30 total commercial and academic partners Medtronic ) Abbott Boston, Scientific rc Y NERO Medtronic MONT
Slide 10: Leading hospital and clinical sites
stanford Univ stantord Ghild UCSF Bentoti sa Sa FranicisCOVAY USG Keck Hospital | Univ ersity of Arizona 8 . Banner-Health Tucson” =, Spiteran’s Heapicll Texas Cl ‘S Hospital erson Cancer Cen Hamas eth alti pital Cincinnati Jewish Children’s National ARPOINT " ‘Nationwide Children’s ~ “Children’s Me
Slide 11: Biologics & Drug Delivery
Biologics & Drug Delivery © 2021 CLEARPOINT NEURO
Slide 12: Why ClearPoint?
Why ClearPoint? Benefits of ClearPoint 1. Select and confirm the most accurate trajectory before insertion using live MRI Guidance 2. Identify peri-procedural safety issues live instead of after the patient is closed (i.e., hemorrhage) 3. Confirm proper target coverage with drug before closing the p
Slide 13: Patient Treatment Opportunity/Year
PATIENT TREATMENT OPPORTUNITY/YEAR 1. Biologics & Drug Delivery Estimated $1.5B* Market Opportunity As Platform for G 200,000 Parkinson’s Disease** 100,000 ~$1.2B3 10,000 Huntington Disease** ~$120M?3 Angelman 5,000 Syndrome , Friedreich’s ™$72M" Multiple System Ataxia** Atrophy ~$60M! ~$90M7 1,000
Slide 14: Specialized Consultation for Pharmaceutical Customers
1. Biologics & Drug Delivery Specialized Consultation for Pharmaceutical Customers Custom Protocol Solutions for Cannula Builds Consultation Pre-Clinical Programs oe) fs Network of Data Neurosurgeons Management oits CLEARPOINT © 2021 CLEARPOINT NEURO “
Slide 15: Navigation Device & Therapy
Navigation Device & Therapy © 2021 CLEARPOINT NEURO
Slide 16: Deep Brain Stimulation
n (DBS} Deep Brain Stimulation The ClearPoint® Neuro Navigation Platform is used to accurately place leads in the appropriate targeted structure. The leads are connected in a separate procedure to a neurostimulator implanted near the collarbone. Deep brain stimulation (DBS) uses a surgically implant
Slide 17: Neuro Navigation (DBS): Gaining Share in a Growing Market
2. Neuro Navigation (DBS) Deep Brain Stimulation Gaining Share in a Growing Market ee Rie Medtronic GS) Abbott NELROPACE Parkinson’s Patient Population (US) 2019 Patient: ith 400 1.2M tients wi . Parkinson's disease 12,000 , 6,000 are implants ° % : ; Implants/yr & lead implants M7 1M Patients diagn
Slide 18: New Indications Drive DBS Market Growth
2. Neuro Navigation (DBS) Improved Navigation & Technology, New Indications Drive DBS Market Growth of 10%+ CAGR 2020-2025 New Indications in Trials | Treatment Populations Neurosurgical Targets Pilot Phase I/II Phase IIl_ | Commercial Epllepsy" 2 millions Multiple Po Obsessive Compulsive an Ventral
Slide 19: New Therapy Devices: Laser Therapy
3. New Therapy Devices ClearPoint Neuro Laser Therapy — Capturing the Entire Procedure LITT uses laser energy to destroy unwanted cells * Today MRI is required during LITT procedures to precisely monitor and control the temperature and thermal dose from that laser. * ClearPoint is chosen by Neurosur
Slide 20: Addressable Neuro Market in Epilepsy and Tumor
3. New Therapy Devices ClearPoint Neuro Laser Therapy™ — Capturing the Entire Procedure Significant Addressable Neuro Market in Epilepsy and Tumor Medtronic -*--"-. MONTERIS LiTT for Epilepsy - Total Addressable Patient Population (US) Navigation 150K Patients with Epilepsy ($6,000) 2020 50K Epilept
Slide 21: New Global Showcase Site
New Global Showcase Site ClearPoint Cove Training and Innovation Center - Solana Beach, CA * Intimate training experience for surgeons and staff to perform mock procedures and provide pipeline feedback ¢ Showcase new technology for Pharmaceutical Drug Delivery partners * Home for remote support spec
Slide 22: Pillar Growth Strategy by 2025
4 Pillar Growth Strategy by 2025 Target Indications of > 150,000 procedures per year represents Potential Addressable Market for CLPT of $1B+ 2020 e. CLEARPOINT GLOBAL SCALE Expand Footprint OUS Open WW Training / Remote Support Facility Launch Robotic Platform NEW THERAPY DEVICES Launch Maestro Bra
Slide 23: Financials
Financials
Slide 24: Growth in Case Volume and Revenue
Estimated Fy21 2013 - 2021 Reverie Growth in Case Volume and Revenue 629 503 380 267 2013 2014 2015 2016 2017 2018 2019 2020 2021 $17.5 $16 Estimated FY21 Case Volume 1,000 g01 “COviD _ m Biologics and Drug Delivery liggsecton recov = Capital and Software 682 670 Functional Neurosurgery $ Millions w
Slide 25: CLPT Capabilities: Executive Summary
CLPT CAPABILITIES Executive Summary = Unique Platform technology Total potential addressable market Fad enabling Precision MRI-Guided Therapies () > $1B for our products and pipeline to restore quality of life for some of the most debilitating disorders Pipeline of new revenue streams Large, Growing
Slide 26: Nasdaq
Nasdaq Composite Nasdaq100 COMP 40.20% 40.29% . 0 . 419.21 9,731.18 ae +2788 9,623.58 comeast @ pepsico matchgroup ~ @ seme C044 ren nOSS aes ee © 2021 CLEARPOINT NEURO OM a hb UM Rowe , tan ee
Slide 27: ClearPoint Neuro
CLEARPOINT NEURO