InspireMD (NSPR) investor relations material

Conference highlights

• Presented at the HC Wainwright 27th Annual Global Investment Conference, focusing on the commercial launch and market strategy for a next-generation carotid stent using proprietary MicroNet® technology.

• Emphasized a shift in the carotid intervention market from open surgery to endovascular-first procedures, enabled by new technology and expanded CMS reimbursement since October 2023.

• Achieved FDA approval for the CGuard™ Prime stent nine weeks prior, marking a transition from R&D to commercial operations in the U.S.

• Highlighted best-in-class clinical outcomes, with sub-1% complication rates at 30 days and below 2% at one year, supported by robust data from over 65,000 devices sold outside the U.S.

• Outlined a robust patent portfolio and recent capital raises totaling $153 million to support commercialization and growth.

Market trends and growth strategy

• U.S. carotid intervention market estimated at $1 billion, with a global opportunity much larger; 160,000 annual U.S. procedures and nearly 3 million untreated global cases.

• Anticipates a rapid shift to stenting, projecting 50% stenting by end of 2025 and up to 80-85% in subsequent years.

• Commercial strategy focuses on targeted sales efforts, leveraging claims databases and experienced sales professionals from leading vascular companies.

• Early demand is strong, with physicians proactively reaching out and rapid onboarding of sales and clinical specialists.

• Brand-building initiatives and Nasdaq bell-ringing event signal a new commercial focus and momentum.

Innovation and pipeline

• Technology centers on a 20-micron PET mesh overlay for stents, preventing plaque prolapse and reducing post-procedural strokes.

• Pipeline includes a TCAR-specific device (SwitchGuard) expected mid-2026 and further innovation for tandem lesions and other vascular indications.

• Consistent clinical outcomes demonstrated across multiple studies and geographies, supporting durability and reliability.

• Multidisciplinary support from vascular surgeons, interventionalists, and neurosurgeons, who were instrumental in driving CMS reimbursement changes.

• Asset protection is reinforced by both patents and the complexity of replicating the technology.