Establishment Labs Holdings Inc. · NASDAQ:ESTA
Establishment Labs — Investor Day (June 2025)
145 slides from Establishment Labs's investor day presentation, Jun 12, 2025
Slide 1: Investor Day
Investor Day Establishment Labs* Tw)
Slide 2: Welcome
Welcome
Slide 3: Investors' Day Agenda
Investors’ Day Agenda Topic Presenter/Moderator Welcome; Logistics; Agenda Raj Denhoy Corporate Overview Peter Caldini Motiva® USA Business Updates Jeff Ehrhardt US Breast Aesthetic - Panel Ben Newcott Agenda Breast Reconstruction Opportunity in the USA Jeff Ehrhardt US Breast Reconstruction - Panel
Slide 4: Forward Looking Statements and Other Legal Matters
Forward Looking Statements and Other Legal Matters This presentation contains forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. Any statements that refer to projections of our future financial or operating performance, anticipated tr
Slide 5: Global Business Update
Investors’ Day Motiva US Business Update 01 Global Business Update Peter Caldini
Slide 6: 20 Years of Global Innovation
Investors’ Day Global Business Update 4M+ 210+ DEVICES PATENTS Motiva® devices* in the Applications market worldwide since approved/pending in over 20 2010 jurisdictions 20 Years 140+ 90+ of Global Innovation PUBLICATIONS COUNTRIES Establishment Labs® Science-based research devices are approved
Slide 7: Our Portfolio
Investors’ Day Global Business Update Our Portfolio Reconstruction Traditional Breast Augmentation Breast Tissue Preservation Motiva Flora ® Motiva ® JOY.(dot) ® Preservé Mia ® Motiva Flora Tissue Ergonomix Ergonomix2 ® ® ® Motiva Round Ergonomix Ergonomix2 ® ® ® Expander Ergonomix2 Diamond ® Smooth
Slide 8: Motiva U.S. IDE Study
Investors’ Day Global Business Update Motiva® U.S. IDE Study Primary Augmentation (N=451) 2-year (95% CI) 3-year (95% CI) 4-year 95% CI 5-year 95% CI Capsular contracture 0.5% (N=2) 0.5% (N=2) 0.5% (N=2) 0.5% (N=2) (Baker Grade III/IV) Rupture, suspected or confirmed 0.6% (N=1) 0.6% (N=1) 0.6% (N=1)
Slide 9: Global Sales Footprint
Investors’ Day Global Business Update Global Sales Footprint Direct Distribution Near-term Opportunities Motiva® implants sold in 90+ countries
Slide 10: 2025 Corporate Priorities
Investors’ Day Global Business Update 2025 Corporate Priorities Minimally Driving efficiencies Innovation US Launch Invasive & Profitability Scaling up Preservé Budget & Cash Management GEM® Mia® Revenue Target PMA Supplements Efficiencies Identification New Technology
Slide 11: 2025 and Beyond Guidance
Investors’ Day Global Business Update 2025 Beyond 2025 • 2025 revenue guidance: $205 to $210m • Expect to grow at 20%+ for at least the next • US to meaningfully exceed $35m three years • Including approx. $9.5m to $10m in 2Q • Mid-single digit growth outside the US • Continued focus on efficiency a
Slide 12: Motiva US Business Update
Investors’ Day Motiva® US Business Update 02 Motiva US Business Update ® Jeff Ehrhardt
Slide 13: Key Priorities for the U.S. for 2025
Investors’ Day Motiva® US Business Update 01 02 Build out seamless, easy to Staff U.S. Organization with navigate customer ordering best in class, Plastic Surgery platform and overall experienced talent operating system • >75% of orders via Motiva Portal • 42 Sales Representative, 4 Region Managers,
Slide 14: Driving Surgeon Training and Engagement
Investors’ Day Motiva® US Business Update Driving Surgeon Training and Engagement Surgeon Training 8 Sulàyöm Events In Costa Rica 8 Surgeon Lead Masterclasses (120+ Surgeons) (50+ Surgeons)
Slide 15: Driving Surgeon Training and Engagement
Investors’ Day Motiva® US Business Update Driving Surgeon Training and Engagement Surgeon Engagement All National & Regional Society Advisory Boards Sponsored Speaker Events Meetings • RASAPS • ABAM • The Aesthetic Society • The Aesthetic Meeting • OCSPS • ASPS • MiB Boards • Atlanta Breast Symposiu
Slide 16: Everyone is talking about Motiva on social
Investors’ Day Motiva® US Business Update “Everyone” is talking about Motiva on social ® @Motiva_USA 6,471+ 34,118+ 31,284,065+ Followers Interactions Impressions 750+ Organic Surgeon Posts 24 Motiva® Monday Emails 1,528 Social Post Downloads
Slide 17: Patients are sharing their journey
Investors’ Day Motiva US Business Update User Generated Content Patients are sharing their journey Influencer Program @_leslieperez @ericapowell @iamstephmurray 72.6K Followers 19.8K Followers 33.1K Followers Houston, TX Ponte Vedra, FL Jacksonville, FL @daphnemarquez_ @Mary_a_b @alexiusmariee 114K
Slide 18: Motiva's first A-list celebrity influencer
Investors’ Day Motiva US Business Update Motiva ’s first A-list ® Meghan has sold millions of albums celebrity influencer worldwide and has over 18M social media followers. Meghan announced on her podcast in late November 2024 that she was ready for a MEGHAN TRAINOR is a breast augmentation. grammy
Slide 19: Meghan's Motiva journey made headlines
Investors’ Day Motiva US Business Update Meghan’s Motiva ® 1.7M Video views journey made headlines 90 Meghan X Motiva Mentions 4.8 Billion Impressions
Slide 20: Meghan Trainor Campaign Success Metrics
Investors’ Day Motiva US Business Update Meghan Trainor Campaign Success Metrics Leads from Meghan Trainor’s 3,427+ landing page MT Campaign patients got 700 + surgery with Motiva® Implants
Slide 21: Driving Awareness
Investors’ Day Motiva US Business Update Driving Awareness 40% Increase in Motiva® Branded Searches 130,000 Active Website Visitors
Slide 22: Patients are looking for a Motiva surgeon
Investors’ Day Motiva US Business Update Patients are looking for a Motiva surgeon ® >5,000 Patient Leads >120,000 Actions on Motiva Surgeon Locator
Slide 23: >1000 Surgeons Offer Motiva
Investors’ Day Motiva US Business Update >1000 Surgeons Offer Motiva : ® Patients have ready access to Motiva ®
Slide 24: Monthly Order Trends
Investors’ Day Motiva US Business Update Aesthetic Accounts ordering 700+ Motiva 60+ Hospital accounts ordering Flora 150 Avg orders per day 120 Monthly Order Trends 90 Steadily Increasing 60 30 0 OCT NOV DEC JAN FEB MAR APR
Slide 25: Cycle of Innovation 2025+
Investors’ Day Motiva US Business Update Cycle of Innovation 2025+ Minimally Invasive Tools filed with FDA early June Beyond Early experience to begin 3Q25 Breast Tissue Preservation US launch expected in 1H26 Current Portfolio Extension of additional sizes Ergonomix2® Platform & Supplement filed Mi
Slide 26: US Breast Augmentation Panel
Investors’ Day US Breast Aesthetics Panel Ben Newcott 03 Panelists US Breast Augmentation Panel Mark Epstein, M.D Anna Steve, M.D Troy Pittman, M.D.
Slide 27: Engineering Beautiful Durable Results with Motiva Implants
Investors’ Day Mark D. Epstein, MD, FACS Center for Aesthetic Surgery Mark D. Epstein, MD, FACS Hauppauge, NY Engineering Beautiful Durable Results with Motiva Implants My 7 Year Investigator Experience
Slide 28: Relevant Disclosures
Investors’ Day Mark D. Epstein, MD, FACS • Epstein Breast Retractors – ASSI (Royalties) • Epstein Breast Implant Retractor - Black and Black surgical Relevant • Vectra advisory board - Canfield Clinical Systems Disclosures • Principal investigator - Motiva® US Clinical Breast Implant Trial • Stockho
Slide 29: About Me
Investors’ Day Mark D. Epstein, MD, FACS Studied Biomedical/Electrical Engineering & Computer Performed thousands of breast augmentation Science – Northwestern University About Me Board Certified – American Board of Plastic Surgery and American Board of Surgery Employ both 2D and 3D imaging in my br
Slide 30: Clinics of Plastic Surgery 2015
Investors’ Day Mark D. Epstein, MD, FACS Clinics of Plastic Surgery 42: 437 – 450, October 2015
Slide 31: How Did I Get Involved
Investors’ Day Mark D. Epstein, MD, FACS • 2017 – Invitation to become a principal • Deep dive into the technology investigator How Did I Get •TrueMonobloc® technology Involved • Novel approach to silicone rheology •SmoothSilk® •QiD®
Slide 32: Initial Observations
Investors’ Day Mark D. Epstein, MD, FACS Patients wanted the “little blue implant” Initial Almost all new patients wanted to be in the study Observations No issues with device usage and placement 100% of patients loved the way their breasts looked and felt
Slide 33: Current Observations at Seven Years Follow Up
Investors’ Day Mark D. Epstein, MD, FACS Results are EXTREMELY stable Current Observations Breasts feel more natural than with any other device at Seven Years Follow Up 99% of patients thrilled with their results No patient has asked to have a competitive device placed Device related complications e
Slide 34: Motiva: Disruption of the Market
Investors’ Day Mark D. Epstein, MD, FACS Sustaining Innovation – Motiva® technology - superior as compared to competitive devices Motiva : ® Disruption of the Market New Market Disruption – Created two new markets utilizing minimally invasive technology •Small volume breast augmentation (Mia ) ® •La
Slide 35: Motiva: Major Paradigm Shift
Investors’ Day Mark D. Epstein, MD, FACS Subpectoral breast augmentation Motiva : ® •Gold Standard > 30 years Major Paradigm Shift Prepectoral breast augmentation •The “New Gold Standard”
Slide 36: Advantages of Prepectoral Breast Augmentation
Investors’ Day Mark D. Epstein, MD, FACS 01 02 Can now perform this Concern for the transition from chest wall to upper surgery in women with breast is no longer a very thin tissue concern with Motiva implants Motiva : ® Advantages of Prepectoral Breast Augmentation 03 Can create 04 No animation nar
Slide 37: Case Studies
Investors’ Day Mark D. Epstein, MD, FACS Case Studies
Slide 38: Patient WS
Investors’ Day Mark D. Epstein, MD, FACS Patient WS • 26 YO, 146 LBS • Primary Augmentation • Dual Plane I Pre-0p 1 Month Post-Op 4 Month Post-Op 6 Year Post-Op 7 Year Post-Op • Motiva® Ergonomix® ERSD 5/14/2018 6/4/2018 9/25/2018 6/17/2024 6/5/2025 R: 340 cc, L: 340 cc
Slide 39: Patient EJ
Investors’ Day Mark D. Epstein, MD, FACS Patient EJ • 40 YO, 118 LBS • Primary Augmentation • Dual Plane II Pre-0p 1 Month Post-Op 4 Month Post-Op 6 Year Post-Op 7 Year Post-Op • Motiva® Ergonomix® ERSD 7/2/2018 8/13/2018 10/29/2018 8/12/2024 5/29/2025 R: 230 cc, L: 230 cc
Slide 40: Patient FL
Investors’ Day Mark D. Epstein, MD, FACS Patient FL • 34 YO, 122 LBS • Primary Augmentation Pre-0p 1 Month Post-Op 4 Month Post-Op 6 Year Post-Op • Dual Plane II 10/8/2018 10/26/2018 2/25/2019 10/11/2024 • Motiva® Ergonomix® ERSD R: 265 cc, L: 265 cc
Slide 41: Patient GD
Investors’ Day Mark D. Epstein, MD, FACS Patient GD • 40 YO, 140 LBS • Primary Augmentation Pre-0p 1 Month Post-Op 4 Month Post-Op 6 Year Post-Op • Dual Plane I/II 10/10/2018 11/6/2018 2/18/2019 10/10/2024 • Motiva® Ergonomix® ERSD R: 285 cc, L: 245 cc
Slide 42: Patient HL
Investors’ Day Mark D. Epstein, MD, FACS Patient HL • 39 YO, 135 LBS • Primary Augmentation Pre-0p 1 Month Post-Op 4 Month Post-Op 6 Year Post-Op • Dual Plane II 9/20/2018 10/18/2018 1/25/2019 9/29/2024 • Motiva® Ergonomix® ERSD R: 285 cc, L: 285 cc
Slide 43: Patient VC
Investors’ Day Mark D. Epstein, MD, FACS Patient VC • 39 YO, 116 LBS • Primary Augmentation Pre-0p 1 Month Post-Op 4 Month Post-Op 6 Year Post-Op • Dual Plane III 12/3/2018 1/7/2019 4/15/2019 1/16/2025 • Motiva® Ergonomix® ERSD R: 320 cc, L: 320 cc
Slide 44: Patient JK
Investors’ Day Mark D. Epstein, MD, FACS Patient JK • 35YO • Primary Augmentation • Dual Plane I Pre-0p 3 Day Post-Op 4 Month Post-Op 4 Year Post-Op 6 Year Post-Op • Motiva® Ergonomix® ERSD 6/24/2019 6/272019 10/28/2019 6/12/2023 6/92025 R: 425 cc, L: 425 cc
Slide 45: Patient AC
Investors’ Day Mark D. Epstein, MD, FACS Patient AC • 40YO • Primary Augmentation Pre-0p 1 Month Post-Op 4 Month Post-Op 4 Year Post-Op 7 Year Post-Op • Dual Plane II 6/11/2018 7/302018 10/29/2018 8/8/2022 6/92025 • Motiva® Ergonomix® ERSD R: 265 cc, L: 265 cc
Slide 46: Thank you
Investors’ Day Mark D. Epstein, MD, FACS Thank you Center for Aesthetic Surgery Mark D. Epstein, MD, FACS Hauppauge, NY mepstein@epsteinplasticsurgery.com 631 987 5001
Slide 47: The New Era of Breast Aesthetics
Investors’ Day Anna Steve, MD Neinstein Plastic Surgery Anna Steve, MD New York, New York The New Era of Breast Aesthetics The Park Avenue Look and Experience Women Expect in my Practice Bigger isn't always better
Slide 48: Investors' Day Anna Steve, MD
Investors’ Day Anna Steve, MD
Slide 49: Patient Preference for Implant Brands
Investors’ Day Anna Steve, MD Patient Preference for Implant Other Brand Motiva® Brands 7% (12) 93% (155)
Slide 50: Patients only candidates for over the muscle implants because of Motiva
Investors’ Day Anna Steve, MD Both patients here were only candidates for over the muscle implants because of Motiva®
Slide 51: Patient Testimonial
Investors’ Day Anna Steve, MD Patient Testimonial Preop Motiva® Other Brand over the Muscle Under the Muscle Days after 6 months
Slide 52: Thank you
Investors’ Day Anna Steve, MD Thank you Neinstein Plastic Surgery Anna Steve, MD New York, New York
Slide 53: The Quest for the Perfect Breast
Investors’ Day Troy Pittman, MD FACS Troy Pittman, MD FACS New York, New York Washington, DC The Quest for the Perfect Breast: Dogma, Devices and Drama
Slide 54: Dr. Scott Spear
Investors’ Day Troy Pittman, MD FACS Dr. Scott Spear
Slide 55: Pre-Pectoral Reconstruction
Investors’ Day Troy Pittman, MD FACS 2014 Pre-Pectoral Reconstruction • Gamechanger in breast reconstruction • Does not disrupt the pectoralis • Implant anatomically replaces breast tissue • Faster post-op recovery / less pain • No animation deformity • Long term rippling? • Long term CC? • Requires
Slide 56: Evolution Breast Augmentation
Investors’ Day Troy Pittman, MD FACS Evolution Breast Augmentation
Slide 57: The FDA and Implants
Investors’ Day Troy Pittman, MD FACS The FDA and Implants A Two-Part Mini Drama
Slide 58: Act I
Investors’ Day Troy Pittman, MD FACS Act I 1962 1976 1988 1990 Cronin and Gerow begin the Congress passed the Medical FDA classified Breast Implants as modern age of silicone breast Device Amendment to The Food, Class III devices, subject to implants Drug and Cosmetic Act, which stringent safety and
Slide 59: FDA Moratorium
Investors’ Day Troy Pittman, MD FACS 1992-2006 FDA Moratorium
Slide 60: Act II – The Rising Storm
Investors’ Day Troy Pittman, MD FACS Investors’ Day Case Act II – The Rising Storm 1997 2011 2016 2019 • Keech and Creech report on • FDA alert • BIA-ALCL recognized by WHO • FDA hosts General and Plastic BIA-ALCL Surgery Devices Panel of the Medical Devices Advisory Committee Meeting • FDA orders a
Slide 61: Motiva and The Tissue Preservation Revolution
Investors’ Day Troy Pittman, MD FACS • Gamechanger in breast reconstruction augmentation Motiva and ® • Does not disrupt the pectoralis • Implant anatomically replaces breast The Tissue Preservation tissue • Faster post-op recovery / less pain Revolution • No animation deformity • Long term rippling
Slide 62: Animation Deformity
Investors’ Day Troy Pittman, MD FACS Amimation Deformity
Slide 63: Preservation Breast Augmentation
Investors’ Day Troy Pittman, MD FACS Preservation Breast Augmentation
Slide 64: Preservation Breast Augmentation
Investors’ Day Troy Pittman, MD FACS Preservation Breast Augmentation
Slide 65: US Breast Augmentation Q&A
Investors’ Day Ben Newcott 04 Panelists US Breast Augmentation Q&A Mark Epstein, M.D Anna Steve, M.D Troy Pittman, M.D.
Slide 66: Breast Reconstruction Opportunity in the USA
Investors’ Day Breast Reconstruction Opportunity in the USA 05 Breast Reconstruction Opportunity in the USA Jeff Ehrhardt
Slide 67: Reconstruction represents significant opportunity
Investors’ Day Breast Reconstruction Opportunity in the USA Reconstruction represents significant opportunity Device-Based Per Case Revenue can be as Reconstruction Market high as 3X of Augmentation • >100K procedures per year, with steady • 85% of Device-Based Recons include procedural growth ~2% T
Slide 68: Reconstruction represents significant opportunity
Investors’ Day Breast Reconstruction Opportunity in the USA Reconstruction represents significant opportunity Motiva® Implants and Motiva Flora® Tissue Expanders are well- Motiva Flora® Updates differentiated • Both are the only devices with • Recently Published: Lower infection SmoothSilk® surface
Slide 69: US Breast Reconstruction Panel
Investors’ Day 06 Ben Newcott US Breast Reconstruction Panel Panelists Dennis Hammond, M.D. Nolan Karp, M.D.
Slide 70: The Motiva Flora Tissue Expander
Investors’ Day Dennis C. Hammond, MD Partners in Plastic Surgery Dennis C. Hammond, MD Grand Rapids, Michigan The Motiva Flora Tissue Expander ® Using Technology to Enhance Implant Based Breast Recon
Slide 71: Breast Reconstruction Design
Investors’ Day Dennis C. Hammond, MD Design Breast Reconstruction Motiva Flora® Tissue Expander • Anatomic shape • Shoulders resist rotation • Integrated valve, skirt • Fixation tabs • Orientation stripe • Low inflammatory surface • Soft feel • MRI compatible
Slide 72: Breast Reconstruction Design
Investors’ Day Dennis C. Hammond, MD Design Breast Reconstruction Injection Dome Magnet-free Integrated Port Port Locator RFID Coil Needle Stop
Slide 73: Breast Reconstruction Design
Investors’ Day Dennis C. Hammond, MD Design Breast Reconstruction • Reader • Air Wound Coil • Antenna • Passive RFID Tag • Emits Radio Waves • Powered by the Reader
Slide 74: Breast Reconstruction Rx Planning
Investors’ Day Dennis C. Hammond, MD Rx Planning Breast Reconstruction Motiva Flora® Tissue Expander https://radformation.com/blog/ezfluence-automates- planning-for-patients-with-aeroform-tissue-expander/ https://ro- journal.biomedcentral.com/articles/10.1186/s13014-020- 01501-x
Slide 75: Breast Reconstruction MRI
Investors’ Day Dennis C. Hammond, MD MRI Breast Reconstruction Motiva Flora® Tissue Expander Experimental set up to evaluate artifacts at 3T. T1- Weighted Spin Echo Pulse sequence, long and short axis. Source: Shellock Inc. Evaluation of Magnetic Field Interactions, Heating, and Artifacts for the Mo
Slide 76: Breast Reconstruction MRI
Investors’ Day Dennis C. Hammond, MD MRI Breast Reconstruction
Slide 77: Clinical Outcomes
Investors’ Day Dennis C. Hammond, MD This retrospective, single center study explores and compares the clinical outcomes and radiation Clinical Outcomes protocol impacts of MRI-Conditional Tissue Expanders (MRI-CTE’s) versus Traditional Tissue Expanders (TTE’s) in postmastectomy breast reconstructio
Slide 78: Results Key Takeaways
Investors’ Day Dennis C. Hammond, MD Results • In cases requiring MR imaging, 0/3 patients in the Flora® cohort required explantation to safely undergo scanning, whereas 6/6 patients in the TTE cohort required prior device removal. • During radiation planning, the Flora® cohort required less artifac
Slide 79: Breast Reconstruction Preop
Investors’ Day Dennis C. Hammond, MD Preop Breast Reconstruction TE, ADM, and Fat Grafting
Slide 80: Breast Reconstruction Intraop
Investors’ Day Dennis C. Hammond, MD Intraop Breast Reconstruction TE, ADM, and Fat Grafting
Slide 81: Breast Reconstruction Result
Investors’ Day Dennis C. Hammond, MD Result Breast Reconstruction TE, ADM, and Fat Grafting
Slide 82: Breast Reconstruction Result
Investors’ Day Dennis C. Hammond, MD Result Breast Reconstruction TE, ADM, and Fat Grafting
Slide 83: Breast Reconstruction Result
Investors’ Day Dennis C. Hammond, MD Result Breast Reconstruction TE, ADM, and Fat Grafting
Slide 84: Breast Reconstruction Result
Investors’ Day Dennis C. Hammond, MD Result Breast Reconstruction TE, ADM, and Fat Grafting - Motiva SilkSurface® Breast Implant - 380 cc ERSD - Fat 40 cc bilaterally F/U 6 Months
Slide 85: Breast Reconstruction Result
Investors’ Day Dennis C. Hammond, MD Result Breast Reconstruction TE, ADM, and Fat Grafting - Motiva SilkSurface® Breast Implant - 380 cc ERSD - Fat 40 cc bilaterally F/U 6 Months
Slide 86: My Investigator Experience: Motiva Implants in Breast Reconstruction
Investors’ Day Nolan S. Karp, MD Professor of Plastic Surgery Nolan S. Karp, MD NYU Grossman School of Medicine My Investigator Experience: Motiva Implants in Breast ® Reconstruction Hansjörg Wyss Department of Plastic Surgery
Slide 87: In the Past….
Investors’ Day Nolan S. Karp, MD I used to spend a great amount of time lowering the bar in breast reconstruction Trying to set realistic expectations In the Past…. This was disappointing to the patient But, also disappointing to me
Slide 88: I started to compare my Reconstructive results to my Aesthetic results
Investors’ Day Nolan S. Karp, MD Is it realistic for me to make my Reconstructive breast surgery goals and expectations the same as Aesthetic? The patients expect this in reality I started to compare my Reconstructive results to my These are the pictures that they see in magazines Aesthetic results
Slide 89: Aesthetic/Reconstructive: Which is which?
Investors’ Day Nolan S. Karp, MD Aesthetic/ Reconstructive: Which is which?
Slide 90: The Goal in 2025 and Beyond
Investors’ Day Nolan S. Karp, MD The Goal in Make the reconstructed breast as 2025 and Beyond: good or better than the native breast
Slide 91: The Problem!
Investors’ Day Nolan S. Karp, MD Breast implant technology has not kept up with patient and market expectations The Problem! We were stuck with implants that have not materially changed in 30 years or longer
Slide 92: Until Now
Investors’ Day Nolan S. Karp, MD Until Now
Slide 93: Motiva Implants
Investors’ Day Nolan S. Karp, MD Motiva Implants ® Besides feeling When I enrolled patients in better, Motiva® the FDA study, I asked them implants ripple less Feel more natural to close their eyes. I put a Enrolling patients in and have very rare Motiva® implant in one hand and our usual reconstruc
Slide 94: United States Breast Reconstruction Market
Investors’ Day Nolan S. Karp, MD Over 100,000 cases a year United States Breast 85% are implant based Reconstruction Market Concentrated in high volume centers When the Motiva® implants are approved we will switch at my institution immediately, and I expect most other institutions will switch as wel
Slide 95: Sample cases
Investors’ Day Nolan S. Karp, MD Sample cases
Slide 96: 41 year old with right breast cancer
Investors’ Day Nolan S. Karp, MD 41 year old with right breast cancer Reconstructed with Motiva® RSF 315 cc implants in the subpectoral position Pre-0p Post-Op
Slide 97: 40 year old with right breast cancer
Investors’ Day Nolan S. Karp, MD 40 year old with right breast cancer Reconstructed with Motiva® ERSF 550 cc. in the prepectoral position Pre-0p Post-Op
Slide 98: 33 year old with BRCA1 mutation
Investors’ Day Nolan S. Karp, MD 33 year old with BRCA1 mutation had a staged Breast reduction followed by Prepectoral Direct Implant placement with Motiva® ERSF 550cc Pre-0p Post-Op
Slide 99: Conclusions
Investors’ Day Nolan S. Karp, MD • We did 60 cases of breast reconstruction with Motiva® implants with the longest f/u now 54 months. • We had no complications specifically related to the implants themselves Conclusions • Our complication profile was typical for what one sees in the breast reconstru
Slide 100: Thank you
Investors’ Day Nolan S. Karp, MD Thank you Nolan S. Karp, MD Professor of Plastic Surgery NYU Grossman School of Medicine
Slide 101: US Breast Reconstruction Q&A
Investors’ Day 07 Ben Newcott US Breast Reconstruction Q&A Panelists Dennis Hammond, M.D. Nolan Karp, M.D.
Slide 102: Innovation Pipeline
Investors’ Day Innovation Pipeline 08 Innovation Pipeline Roberto De Mezerville
Slide 103: Motiva Minimally Invasive Platform: Breast Tissue Preservation
Investors’ Day Breast Tissue Preservation 08.1 Motiva Minimally Invasive Platform ® Roberto de Mezerville Breast Tissue Preservation
Slide 104: Real World Data
Investors’ Day Breast Tissue Preservation Real World Data US-FDA Core Study Motiva Kaplan-Meier (KM) Key Complications FDA 2-5 year including MRI cohort Approval Primary Augmentation 2-year (95% CI) 3-year (95% CI) 4-year 95% CI 5-year 95% CI (N=451) Capsular contracture 0.5% (N=2) 0.5% (N=2) 0.5% (
Slide 105: Real World Data
Investors’ Day Motiva Minimally Invasive Platform Real World Data Independent Meta - Analysis 13 Studies 4,784 Patients 1-4 Year Follow-Up
Slide 106: Design with a Purpose
Investors’ Day Breast Tissue Preservation Design with a Purpose SmoothSilk® 4 µm Average Roughness Women Lifestyle Feeling and Geometry respecting surrounding breast tissue Surface for faster healing Immune response Surgical Procedure Minimizing implant manipulation (no touch Minimizing scaring tech
Slide 107: TrueMonobloc+ and BlueSeal+
Investors’ Day Motiva Minimally Invasive Platform TRUEMONOBLOC+ 32% higher elongation 23%+ Adaptability 45% Softer BLUSEAL+ 60% higher performance
Slide 108: A Shell for Every Gel
Investors’ Day Breast Tissue Preservation A Shell for Every Gel Shell Elongation Ergonomy Adaptability Softness Elongation
Slide 109: Our implant evolution
Investors’ Day Breast Tissue Preservation Our implant evolution Breast Tissue Preservation Platform
Slide 110: Motiva Minimally Invasive Technology Platform
Investors’ Day Breast Tissue Preservation Motiva Minimally Invasive Technology Platform Breast Tissue Preservation Standardize The New Aesthetics Consumer For the day-to-day Gluteal Enhancement Modeling
Slide 111: Motiva Minimally Invasive Technology Platform
Investors’ Day Breast Tissue Preservation Motiva Minimally Invasive ® Technology Platform GEM Motiva® SmoothSilk Motiva® SmoothSilk Motiva® SmoothSilk Ergonomix Ergonomix2 Diamond Ergonomix2 Gluteal Ergonomix2 Diamond Motiva® Consultancy Motiva® Pre-Op Motiva® Motiva® Motiva® Motiva® Motiva® Injecto
Slide 112: Motiva Minimally Invasive Technology Platform
Investors’ Day Breast Tissue Preservation Motiva Minimally Invasive Technology Platform The New Aesthetics Breast Tissue Preservation Consumer For the day-to-day Post Op Post Op Courtesy of Dr Manuel Chacón
Slide 113: Breast Tissue Preservation
Investors’ Day Breast Tissue Preservation Breast Tissue Preservation • Up to 4 cups • 1 to 2 cups up • With or without general anesthesia • No general anesthesia Traditional Breast • Inframammary • No scars in the breast Augmentation • Simple to more complex cases • Quick procedure and recovery Less
Slide 114: Mia Femtech Study Clinical Outcomes
Investors’ Day Breast Tissue Preservation Mia Femtech Study Clinical Outcomes Mia FemTech Kaplan-Meier Risk Complications Through 3-years (w/MRI Cohort) Primary Augmentation 1-year (N=100), 95% CI 2-year (N=100), 95% CI 3-year (N=100), 95% CI Capsular contracture (Baker Grade III/IV) 0.0% 0.0% 0.0%
Slide 115: GEM
Investors’ Day GEM 08.3 Motiva Minimally Invasive Platform ® Roberto de Mezerville GEM ®
Slide 116: GEM Gluteal Ergonomic Modeling
Investors’ Day GEM GEM® Gluteal Ergonomic Modeling GEM® Tissue Separator Balloon + Injector Post-Op
Slide 117: GEM Six Months Post-Op
Investors’ Day GEM GEM® Six Months Post-O Pre-Op 6 Months
Slide 118: Zen Technology Platform
Investors’ Day GEM Zen® Technology Platform New Generation for the Radio-Frequency Platform: • MR Conditional; no artifact effect outside of the implant • The Electronic Serial Number traceability feature • Passive device with no internal battery • With temperature sensor ©2025 ESTABLISHMENT LABS. A
Slide 119: GLP-1s and Impacts on Plastic Surgery
Investors’ Day 09 Juan José Chacón-Quirós GLP-1s and Impacts on Plastic Surgery Panelists Sachin Sridharani, M.D. Johnny Franco, M.D.
Slide 120: Weight Loss Revolution
Investors’ Day Johnny Franco, MD FACS Johnny Franco, MD FACS Weight Loss Revolution Practice Integration
Slide 121: Weight Loss Revolution
Investors’ Day Johnny Franco, MD FACS Current pace (prior to GLP - 1): Weight Loss 80% of Americans would be obese by 2030 Revolution 235 Million Americans are overweight or obese Overweight In America 45% of Americans Are Interested in a Weight Loss Drug Roughly 2/3 Americans Are Overweight Or Obes
Slide 122: Weight Loss Spend
Investors’ Day Johnny Franco, MD FACS Weight Loss Spend Patients in the office Continued Journey More then Skincare Ripple Effect
Slide 123: Weight Loss Journey
Investors’ Day Johnny Franco, MD FACS Weight Loss Journey • GLP • Skin Laxity • Volume Loss • Weight Loss Surgery • Wellness • Energy Devices
Slide 124: GLP-1 drugs offered at MedSpas and Aesthetic Physician Offices
GLP-1 drugs are now offered at 60% of MedSpas and. 35% of Aesthetic Physician Offices in the U.S. GLP-1 practice adoption over time, MedSpas & Aesthetic Physician Offices Aesthetic Physician Offices 3B x Source: Qsight Sales Measurement
Slide 125: Investors' Day Johnny Franco, MD FACS
Investors’ Day Johnny Franco, MD FACS M
Slide 126: Ozempification of Aesthetics
Investors’ Day Johnny Franco, MD FACS Ozempification of Aesthetics Unique Patient Population New Challenges • Young Patients • Modern Trends • Weight Loss • Skin Laxity • New to Aesthetics • Volume Issues • Evolving Needs • Combination Treatments • 20 - 30lbs Changes • Unique Solutions • Men • Pivot
Slide 127: Ozempification of Aesthetics
Investors’ Day Johnny Franco, MD FACS Ozempification of Aesthetics Search Volume Website 3 days National Media • Website • Social Media • Pop Culture
Slide 128: Search volume
Investors’ Day Johnny Franco, MD FACS Search volume
Slide 129: Aesthetic Naive Patients
Investors’ Day Johnny Franco, MD FACS Aesthetic Naive Patients
Slide 130: Aesthetic Naive Patients
Investors’ Day Case Aesthetic Naive Patients https://www.mckinsey.com/industries/life-sciences/our-insights/glp-1s-are-boosting-demand-for-medical-aesthetics
Slide 131: Thank you
Investors’ Day Johnny Franco, MD FACS Thank you Johnny Franco, MD FACS @austinplasticsurgeon www.austinplastsurgeon.com jfranco@morebeautifulyou.com Austin Texas
Slide 132: GLP-1s & Impacts On Plastic Surgery
Investors’ Day Sachin M. Shridharani, MD FACS Sachin M. Shridharani, MD FACS Glp-1S & Impacts On Plastic Surgery
Slide 133: Disclosure
Investors’ Day Sachin M. Shridharani, MD FACS Disclosure Founder – LUXURGERY Board-Certified Plastic Surgeon Associate Clinical Professor - Washington Univ. – St. Louis Sachin M. Shridharani, MD FACS Division of Plastic and Reconstructive Surgery Chief Medical Officer - SkinSpirit Holds advisory and
Slide 134: Patient vs. Customer vs. Client
Investors’ Day Sachin M. Shridharani, MD FACS Patient vs. Customer vs. Client What’s the difference? Patient Customer Client
Slide 135: The Treatment Phase
Investors’ Day Sachin M. Shridharani, MD FACS • Patient vulnerability The Treatment Phase • Milestone to create bond or lose patient - In-room photography - Luxury robes and hotel slippers - Music reflective of LUXURGERY - Cleanliness and clutter-free Patient experience in the treatment room - Famil
Slide 136: Injectable Weight Loss Medications in Plastic Surgery: Systematic Review
Investors’ Day Sachin M. Shridharani, MD FACS The Emerging Role of Injectable Weight Loss Medications in Plastic Surgery: A Systematic Review Global Concern Study Overview • > 650 mn adults obese; 1.9 bn • 16 RCTs included overweight (WHO, 2016) • Total:10,492 patients • Obesity → multifactorial ds
Slide 137: Key Findings, Conclusion & Future Directions
Investors’ Day Sachin M. Shridharani, MD FACS The Emerging Role of Injectable Weight Loss Medications in Plastic Surgery: A Systematic Review Key Findings Conclusion & Future Directions • Consistent weight loss • GLP-1s show promise for non-surgical weight loss observed (1.5 to 5 kg) • Further RCTs
Slide 138: B&A Pictures
Investors’ Day Sachin M. Shridharani, MD FACS B&A PICTURES • Age: 38 • Procedure: Aug/Pexy • Motiva® rnd 285cc HP • Approx: 6 months Before After
Slide 139: B&A Pictures
Investors’ Day Sachin M. Shridharani, MD FACS B&A PICTURES • Age: 38 • Procedure: Aug/Pexy • Motiva® rnd 285cc HP • Approx: 6 months Before After
Slide 140: B&A Pictures
Investors’ Day Sachin M. Shridharani, MD FACS B&A PICTURES • Age: 38 • Procedure: Aug/Pexy • Motiva® rnd 285cc HP • Approx: 6 months Before After
Slide 141: B&A Pictures
Investors’ Day Sachin M. Shridharani, MD FACS B&A PICTURES • Age: 38 • Procedure: Aug/Pexy • Motiva® rnd 285cc HP • Approx: 6 months Before After
Slide 142: Summary
Investors’ Day Sachin M. Shridharani, MD FACS Summary • GLP-1s → weight loss results • Non-surgical approach to weight mgmt & improve outcomes • AE’s generally mild to moderate, mainly GI, & often resolve w/ dosage adjustment • Future research → identify ideal GLP-1 agents and assess combo therapies
Slide 143: Thank you
Investors’ Day Sachin M. Shridharani, MD FACS Thank you Sachin M. Shridharani, MD FACS New York, New York
Slide 144: Unlocking New Markets
Investors’ Day Juan José Chacón-Quirós Panelists 10 Mark Epstein, M.D. Unlocking New Markets Anna Steve, M.D. Troy Pittman, M.D. Sachin Shridharani, M.D. Johnny Franco, M.D.
Slide 145: Management Q&A
Investors’ Day 11 Peter Caldini Management Q&A Juan José Chacón-Quirós Raj Denhoy Jeff Ehrhardt
Establishment Labs Holdings — Investor Day (June 2025) on 6ix