Neuroone Medical Technologies (NMTC) investor relations material

Strategic partnerships and market positioning

• Main revenue source is a partnership with Zimmer Biomet, a $16B company, focused on epilepsy solutions.

• Zimmer Biomet has paid $8.5M in licensing revenue and supports commercial growth in epilepsy.

• Collaborations with Mayo Clinic and early investor neurologists drive innovation and clinical validation.

• Seeking a strategic partner for commercialization of basivertebral nerve ablation (BVNA) within a year.

• ClearPoint Neuro is a key competitor in drug delivery, with a $500M market cap and lengthy MRI-based procedures.

Technology and product innovation

• Proprietary thin film technology enables flexible, durable, and open-lumen devices for multiple applications.

• Four FDA 510(k) cleared devices, including sEEG electrodes and OneRF Ablation System, support both recording and ablation.

• Only FDA-cleared system allowing both recording and ablation through the same electrode, improving workflow efficiency.

• Gen2 system in development will enable simultaneous ablation and drug delivery for BVNA.

• 13 issued and pending patents, with additional proprietary trade secrets and expertise from Neuralink alumni.

Market opportunities and growth outlook

• Core markets include epilepsy ($200M), trigeminal neuralgia, BVNA (projected to $1B), and spinal cord stimulation ($3B).

• BVNA market has grown from $70M to $200M in three years, with further expansion expected.

• Drug delivery for cell and gene therapies is a major emerging opportunity, with first large-scale approval expected next year.

• Spinal cord stimulation is a longer-term focus, leveraging percutaneous placement for less invasive procedures.

• Revenue guidance for this year is $9.2M–$10.5M, with backlog expected to drive a strong quarter.