Senzime (SEZI) investor relations material

Key insights from presentations

• Introduced a neuromuscular monitoring system, TetraGraph, enabling safer anesthesia and reducing postoperative complications through real-time, quantitative monitoring.

• TetraGraph uses electromyography for high accuracy (99.7%) and has been adopted in over 4,000 operating rooms, monitoring 750,000+ patients globally.

• Recent industry guidelines now recommend quantitative monitoring for all patients receiving paralytic agents, driving rapid adoption and business growth.

• The company’s technology reduces drug costs by up to 70% and is especially valuable in robotic surgeries requiring deep neuromuscular blockade.

• Partnerships with major firms like Fukuda Denshi and Philips expand integration and market reach, with strong traction in the U.S., Europe, and Asia.

Announcements and business performance

• Achieved 90% revenue growth in the first half of the year, with sensors as the main growth driver and the U.S. accounting for 70% of business.

• Installed base and recurring revenue from disposable sensors are growing at triple-digit rates, with over 700 new units delivered in Q2.

• Targeting profitability by 2027 and cash flow positivity in 2026, with a focus on keeping operating expenses fixed while scaling.

• Market opportunity exceeds $2 billion, with recurring revenue potential of $5,000 per monitor annually and significant room for further hospital conversions.

• Backed by strong investors, including the Crawford family and major Swedish pension funds, supporting long-term global expansion.

Industry analysis and competitive positioning

• Electromyography is emerging as the new gold standard in neuromuscular monitoring, replacing subjective and less accurate legacy methods.

• The company leads in published studies, clinical validation, and IP portfolio (107 patents), with broad system connectivity to major hospital IT platforms.

• Competitive edge comes from scientific leadership, commercial team expertise, product simplicity, and sustainability credentials.

• Win rate is high in competitive evaluations, with most deals won in active markets and strong customer support throughout the adoption process.

• Anticipates further growth from new pediatric guidelines and ongoing expansion in Asia and other global markets.