Beyond Air (XAIR) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
11 Sep, 2026Technology and product innovation
LungFit PH is the only FDA- and CE-marked tankless system generating unlimited nitric oxide (NO) from ambient air, eliminating the need for tanks or chemicals.
Patented Plasma Pulse Technology enables continuous NO generation with built-in safety features and simplified workflows.
LungFit PH II, pending FDA approval, adds external transport capability, expanding use to air and ground transport.
The platform supports future expansion into additional hospital and at-home NO applications, including investigational LungFit PRO and GO.
Market opportunity and commercial traction
U.S. addressable market exceeds $350M, with global opportunity over $1B upon LungFit PH II approval.
45 U.S. hospitals contracted, with a 90%+ contract renewal rate and growing international distributor presence in 40+ countries.
Contracts with major GPOs and access to 7,000+ hospitals nationwide, plus 170 VA Medical Centers.
Anticipated FDA approval of LungFit PH II could unlock full market access and sole-source provider status at large hospital systems.
Clinical focus and regulatory status
LungFit PH is FDA-approved for treating hypoxic respiratory failure in term and near-term neonates and CE-marked for peri- and post-operative pulmonary hypertension.
LungFit PH II is under FDA review for expanded transport indications.
Pipeline includes investigational high-concentration NO devices for hospital and at-home use, targeting unmet needs like NTM-PD and refractory lung infections.
Latest events from Beyond Air
- Generation 2 device approval is set to unlock a $400M+ market with immediate deployment planned.XAIR
12th Annual Cantor Fitzgerald Global Healthcare Conference - Up to 5.4M shares registered for resale after a $10.2M private placement; focus on LungFit® growth.XAIR
Registration filing - Flat revenue, improved margins, and strong outlook depend on FDA approval and new product launch.XAIR
Q1 2027 - Revenue up 107% to $7.7M; Gen 2 launch and approval expected to drive major growth in 2027.XAIR
Q4 2026 - Shareholders will vote on a reverse stock split to maintain Nasdaq listing and avoid delisting risks.XAIR
Proxy filing - Vote on a reverse stock split to maintain Nasdaq listing and authorize meeting adjournment if needed.XAIR
Proxy filing - Patented tankless NO technology drives rapid growth and pipeline expansion in respiratory and oncology markets.XAIR
Corporate presentation - Q3 revenue up 105% YoY, net loss narrowed, and global expansion continues.XAIR
Q3 2026 - Next-generation system and global partnerships position the company for accelerated growth by 2027.XAIR
Piper Sandler 36th Annual Healthcare Conference