CeriBell (CBLL) Corporate presentation summary

Market opportunity and financial highlights

• U.S. total addressable market projected at $3.5B, with $2.5B from seizure care and over $1B from delirium and stroke indications.

• FY25 revenue reached $89.1M, reflecting 36% year-over-year growth and an 88% gross margin.

• Only 3% of the addressable market and 11% of hospitals penetrated as of December 2025, indicating significant growth potential.

• Top customers use about three times more devices than average, suggesting strong expansion within existing accounts.

Product innovation and clinical impact

• AI-powered, point-of-care EEG platform enables rapid seizure detection and diagnosis in acute care settings.

• Proprietary Clarity algorithm provides real-time bedside alerts and seizure burden metrics, supporting timely intervention.

• System can be set up in about 5 minutes by non-specialized staff, enabling earlier and more accurate treatment.

• FDA clearances in 2025 expanded indications to pediatric and neonate populations, unlocking a $400M incremental market.

Clinical and economic benefits

• Studies show median door-to-EEG time reduced by 19.4 hours and ICU length of stay shortened by 4.1 days compared to conventional EEG.

• 18% improvement in clinical outcomes (mRS ≥4 at discharge) demonstrated in matched cohort studies.

• 47 peer-reviewed publications and 97 abstracts support clinical and economic value.