Kestra Medical Technologies (KMTS) Company presentation summary

Market opportunity and growth drivers

• U.S. wearable cardioverter defibrillator (WCD) market estimated at $9B, with global opportunity at $14B outside the U.S.; current U.S. WCD sales exceed $1B annually.

• Market remains underpenetrated due to physician prescribing patterns and patient experience.

• Investments in revenue cycle management, supply chain, and commercial team expansion support future growth.

• Over 290 million covered lives in the U.S. and established reimbursement with major payors.

• Eight consecutive quarters of gross margin improvement, with margins projected to reach 50%.

Product innovation and clinical impact

• ASSURE WCD bridges a critical gap in sudden cardiac death protection, offering proven therapy and actionable insights.

• Integrated digital platform includes patient app, CareStation for clinicians, and 911 Assist for emergency support.

• Clinical trials demonstrated 100% all-shock conversion and exceptionally low inappropriate shock rates.

• ASSURE's patient-specific algorithms reduce false alarms, enhancing compliance and prescriber confidence.

• Largest ever prospective WCD study (ACE-PAS) showed strong effectiveness and safety.

Competitive advantages and intellectual property

• ASSURE maintains clear advantages over new competitor models, with design changes leaving key limitations unaddressed.

• Over 379 issued and pending patents worldwide cover algorithms, hardware, digital platforms, and wearable garments.

• Demonstrated lower false alarm rates and higher patient compliance compared to legacy products.

• Flexible asset management and rapid patient fitting support scalable distribution.