Electromed (ELMD) Investor presentation summary

Company overview and market position

• Focuses on airway management devices, headquartered in Minnesota, with $59.7M annual revenue and a $250M market cap as of 9/30/2024.

• Operates in the high frequency chest wall oscillation (HFCWO) market, targeting bronchiectasis and related conditions.

• Employs 174 people and maintains manufacturing in Minnesota.

Product innovation and clinical impact

• SmartVest Airway Clearance System uses HFCWO technology, supported by clinical outcomes and strong reimbursement.

• Enhanced patient experience with a lightweight, portable device and intuitive interface.

• SmartNotes™ provides physicians with real-time patient progress and outcomes data.

• Clinical studies show significant reductions in hospitalizations, antibiotic use, and emergency visits for users.

Market opportunity and penetration

• U.S. bronchiectasis market is large and underpenetrated, with only ~15% HFCWO penetration among diagnosed patients.

• Diagnosed bronchiectasis population is growing at ~12% annually, with 4.1 million estimated undiagnosed cases.

• Homecare represents 94% of revenue, with 51% from Medicare and 73% of patients treated for bronchiectasis.