Microbot Medical (MBOT) 38th Annual Roth Conference summary

Strategic vision and market positioning

• Robotics and minimally invasive procedures identified as key trends since 2011, guiding the company's focus on endovascular robotics.

• Endovascular robotics seen as a blue ocean with few competitors and a large, life-saving procedure market of 5–6 million cases annually in the U.S.

• Key unmet needs addressed include radiation exposure, ergonomic risks, staff shortages, and especially setup time for urgent procedures.

• Disposable, single-use robotic system eliminates capital equipment, fits existing infrastructure, and enables rapid adoption.

• Public market entry supported by milestone achievements like FDA clearance and early customer wins, driving market confidence.

Technology and product differentiation

• LIBERTY system is fully disposable, sterile, and ready to use in under two minutes, minimizing setup time.

• First and only disposable robotic system in the field, removing barriers like training, large footprint, and high capital costs.

• Device-agnostic approach allows use of existing wires and catheters, supporting user familiarity and workflow integration.

• Future plans include developing proprietary instruments to maximize revenue per procedure and deepen brand loyalty.

Market opportunity and expansion plans

• Initial focus on 2.5 million peripheral procedures, with plans to expand into cardiovascular and neurovascular markets.

• Multi-generation product portfolio aims to enhance efficiency within peripheral and broaden applications across specialties.

• Robust pipeline expected over the next few years, leveraging 510(k) approval and further clinical/regulatory development.