Kestra Medical Technologies (KMTS) Company presentation summary

Market opportunity and clinical need

• U.S. market opportunity estimated at $10B, with $1B currently accessible and $9B unpenetrated, targeting approximately 850,000 eligible patients annually.

• Sudden cardiac arrest (SCA) causes about 436,000 deaths per year in the U.S., with 73% occurring at home and 50% unwitnessed.

• First 90 days post-diagnosis present the highest SCA risk, with many patients left unprotected during mandatory ICD waiting periods.

Product innovation and platform

• The ASSURE wearable cardioverter defibrillator (WCD) system offers proven therapy and actionable insights, bridging gaps in SCA protection.

• The Cardiac Recovery System platform integrates digital tools, patient apps, and clinician alert services for comprehensive at-home cardiac care.

• Platform extensibility demonstrated by integration of FDA-cleared wireless, cuffless blood pressure monitoring (BioBeat sensor).

Clinical validation and outcomes

• ACE-PAS study of over 21,000 patients confirmed 100% all-shock conversion and exceptionally low inappropriate shock rates.

• Real-world data show 62% reduction in arrhythmic death and 75% reduction in all-cause mortality among compliant WCD wearers.

• Expanded clinical use includes high prevalence of complex patients and detection of actionable non-VT/VF arrhythmias.