EBR Systems, Inc. · ASX:EBR
EBR Systems — Investor Presentation (July 2024)
18 slides from EBR Systems's investor presentation, Jul 12, 2024
Slide 1: CEO Investor Presentation
For personal use only 12 JULY 2024 John McCutcheon President and CEO
Slide 2: Disclaimer
Disclaimer The material contained in this document is a presentation of general information about the activities of EBR Systems, Inc. (ASXEBR) (ARBN 654 147 127) and its subsidiaries (“EBR”) current as at the date of this presentation. It should be read in conjunction with EBR’s periodic and continu
Slide 3: Investment highlights
Investment highlights EBR is focused on executing its clear and targeted commercialisation strategy to deliver shareholder value Expert Pathways to market leadership Unique solution ersonal use only © No competition as the WISE CRT system is complementary to L_ other leadless devices or EBR High val
Slide 4: Cardiac Rhythm Management Market
Cardiac Rhythm Management Market Three key segments driving growth in the global cardiac rhythm management market Worldwide CRM Market 5 (~US$12bn)' a 4 aN Implantable Pulse 5 Soe 4 Right atrium lead Left ventricle lead For personal use only = Cardiac Resynchronisation Therapy (CRT) Right ventricle
Slide 5: Traditional CRT systems are suboptimal
Traditional CRT systems are suboptimal Traditional CRT systems use wires or leads to deliver energy to the heart, which can lead to many problems Ventricle (LV) lead @. Coronary Sinus limits Left | placement locations Leads can migrate and sometimes fracture for pathogens to reach the myocardium we
Slide 6: EBR has a wireless solution for heart failure
EBR has a wireless solution for heart failure EBR’s WiSE CRT System is the only wireless device that can synchronously pace the left ventricle a Cc — - 5 ad Owise CRT System fills the gap Left ventricle’ Right ventricle / atrium g The only leadless solution for left ventricle (LV) pacing . \ \ 5 t |
Slide 7: Pivotal SOLVE-CRT Study meets primary endpoints
Pivotal SOLVE-CRT Study meets primary endpol fatiGn WISE CRT System as a highly effective treatment option for patients with heart >failure! Primary efficacy endpoint met Primary safety endpoint met 16 A% Decrease in left ventricular end systolic 80 9% Patients free from type | complications (vs ~10
Slide 8: For personal use only
For personal use only ∆ † † ∆ ‡ ∆ ‡ ∆ ∆ † ∆ ∆ ‡ ∆
Slide 9: Commercialisation pathway
Commercialisation pathway Positive pivotal trial results and strong track record with the FDA provide a clear pathway to approval and _>commercialisation Drive adoption FDA approval process underpinned by positive and growth e pivotal trial results and a track record of successful engagement with th
Slide 10: For personal use only
For personal use only • • • • • • • • • • •
Slide 11: For personal use only
For personal use only • • • • • • • •
Slide 12: US$3.6bn initial addressable market
US$3.6bn initial addressable market At commercial launch, EBR estimates an initial addressable market of ~US$3.6bn” For personal use only Leadless Upgrades + Patients with a leadless right ventricle pacemaker can only upgrade with WiSE CRT System to receive effective CRT WISE CRT System used in conj
Slide 13: Leadless pacemaker growth feeds EBR's addressable market
Leadless pacemaker growth feeds EBR’s addressable market Continued global growth and adoption of leadless RV pacemakers significantly expands EBR’s market opportunity > Cc Global Leadless RV Pacemaker Market Revenue and Unit Growth ©O(Us$m) 2025 (thousands) 2 $1,400 Boston Scientific EMPOWER $1,314
Slide 14: For personal use only
For personal use only • • • • • • • •
Slide 15: Long term growth strategy
Long term growth strategy Long term growth opportunity targeting new patient groups, indications and geographies For personal use only Product development Grow addressable market through product development initiatives including a rechargeable SEBR battery (1) OUS: Outside the US L/C))\J doa i—\ Pur
Slide 16: For personal use only
For personal use only ✓ ✓ ✓ ✓ ✓ ✓ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑
Slide 17: Summary
Summary EBR remains driven to deliver superior treatment for patients suffering from cardiac rhythm diseases Developer of the world’s first and only leadless pacemaker for heart failure EBR’s WiSE” CRT System has no direct competitors and is complementary to other pacemaker technologies Positive piv
Slide 18: For personal use only
For personal use only Company Investors John McCutcheon Joel Seah President & CEO Vesparum Capital P: +1 408 720 1906 P: +61 3 8582 4800 E: info@ebrsystemsinc.com E: EBRSystems@vesparum.com