Beyond Air (XAIR) Corporate presentation summary

Technology and product overview

• LungFit PH uses patented Plasma Pulse Technology to generate unlimited nitric oxide (NO) from ambient air, eliminating the need for cylinders or chemicals and enabling rapid therapy initiation in under one minute.

• The system is FDA and CE approved for treating hypoxic respiratory failure in neonates and peri-/post-operative pulmonary hypertension, with a flexible commercial model offering monthly service or capital purchase.

• Generation II device is lighter, transport-ready, MRI-conditional, and features improved usability, alarms, and maintenance intervals, with FDA review pending.

• Sustainability is integral, with no hazardous materials, reduced emissions, and minimal energy use, supporting hospital environmental initiatives.

• Patent portfolio includes 17 issued and 8 pending patents, covering core technology and extending protection potentially through 2044.

Market opportunity and commercial execution

• U.S. market for LungFit PH is estimated at $350M, with global opportunity exceeding $700M and anticipated to surpass $1B.

• Achieved 105% revenue growth for the quarter ending December 2025 compared to the previous year.

• Distributor contracts signed in 21 countries, with representation in 40 countries and repeat orders received.

• FY 2026 revenue guidance is $8–10 million, with $22.3 million in cash and $22 million in debt as of December 2025.

• Anticipates significant market share gains with the launch of LungFit PH II following FDA approval.

Competitive advantages

• LungFit PH offers unlimited NO supply from room air, no storage requirements, and rapid setup compared to cylinder and cassette-based systems.

• Enhanced safety features include a built-in NO2 smart filter and active alarms, with no need for water traps or hazardous material handling.

• Simpler clinical workflows and reduced maintenance improve efficiency and patient care time.

• Device is lighter and more compact than competitors, with the second generation weighing as little as 24 lbs.