CapsoVision (CV) Corporate presentation summary

Vision and investment highlights

• Long-term vision: an ingestible capsule screening multiple GI cancers at early and precancerous stages, with AI analyzing thousands of images.

• Commercial-stage capsule endoscopy platform; 85 issued U.S. patents and >176K CapsoCam Plus procedures used as of 6/30/26.

• CapsoCam Plus provides 360° panoramic small-bowel imaging; reported 97% procedural completion rate.

• Small-bowel AI Highlights launched internationally in Q3'26; FDA clearance received 9/25/26, with U.S. launch planned for October.

CapsoCam Plus commercial business

• FDA-cleared and sold worldwide for small-bowel visualization; wire-free design and circumferential mucosal view.

• Q2'26 revenue of $3.6M; global annual TAM of $227M, forecast to reach $335M in 2030.

• Sales use a 26-person U.S. sales force, with direct sales in the U.S. and distributor channels internationally.

• Sales strategy initially targets private gastroenterology clinics, then hospitals and GPOs as incumbent contracts lapse.

Colon capsule opportunity

• CapsoCam Colon targets non-invasive detection of colon polyps in diagnostic, surveillance and screening populations; Gen 2 FDA 510(k) submission expected in Q4'26.

• Initial target market, including patients at higher colonoscopy-related risk or with incomplete procedures, estimated at $1B.

• Medicare reimbursement of ~$1,000 for colon capsule endoscopy is cited as an adoption driver; expansion to broader indications depends on clinical studies and FDA clearance or approval.

• Colon Gen 2 adds field of view and image quality, with internal testing showing a reduced AI polyp-detection false-positive rate.

• Cloud workflow supports remote ingestion, at-home retrieval, secure data handling and physician video review and reporting.