AtriCure (ATRC) Investor presentation summary

Vision and market opportunity

• Focused on establishing standard of care for Afib and post-surgical pain, targeting over $10B global market by 2030.

• Addressing underserved patient populations with innovative products and solutions, driving consistent, profitable growth.

• Global reach in 58 countries, with strong U.S. foundation and expanding international presence.

• Market opportunity has grown from $1B in 2010 to over $10B projected by 2030.

Clinical need and product innovation

• Afib affects over 59 million people globally, with significant risks of stroke, heart failure, mortality, and dementia.

• Persistent post-surgical pain impacts 30-50% of patients, increasing healthcare costs and opioid addiction risk.

• Key products include ablation systems, AtriClip devices, and cryoablation probes for pain management and cardiac surgery.

• Continuous innovation with new product launches and expanded indications, including cryoXT for amputations.

Clinical trials and guideline advancement

• Major IDE trials: BoxX-NOAF (prevention of post-op Afib) and LeAAPS (stroke prevention in non-Afib patients), enrolling thousands globally.

• Clinical guidelines now recommend concomitant surgical ablation and LAA exclusion, reflecting growing evidence and adoption.

• Improved reimbursement pathways for hospitals and physicians, supporting broader access to therapies.