Medartis (MED) Investor update summary

Strategic focus and market positioning

• Pursuing a "From Head to Toe" strategy to become a global leader in orthopaedic solutions, with a total addressable market of CHF 7.1bn, and continued expansion in upper and lower extremities, especially foot and ankle, and filling portfolio gaps in shoulder.

• Transformation into Medartis Group with integration of KeriMedical and NeoOrtho, expanding production to six facilities globally and consolidating operations in Brazil.

• Strong market share gains in the U.S. and Europe, with Europe growing over 25% year-to-date and U.S. on track for 20%+ growth.

• Value segment strategy in Latin America, leveraging local production and launching in new markets like Mexico and Argentina.

• Focus on both premium and value segments, leveraging brands like Medartis, KeriMedical, and NeoOrtho to expand regional and global reach.

Product innovation and pipeline

• Comprehensive product roadmap includes launches in trauma fixation, arthroplasty, enabling technologies, and personalized implants through 2029.

• TOUCH prosthesis for thumb arthritis is driving a silent revolution, offering faster recovery, improved function, and high patient satisfaction.

• Launch of new products such as the Sexy Nail, AnkleFusion, and Titan Nail, with rapid development cycles and FDA approvals.

• Expansion of patient-specific solutions through the CMX portal and CADskills acquisition, enabling fast, customized implant production.

• Building an ecosystem around key products, including AI-powered surgical planning and patient-specific solutions.

Operational excellence and culture

• High-performance culture and rising employee engagement, with a record score of 79 and 87% participation rate, reflecting successful strategy implementation and teamwork.

• Expansion and doubling of production facilities in Archamps and Besançon to meet growing global demand for TOUCH.

• Commitment to Basel as headquarters, with plans to stay and expand until at least 2039.

• Clear ownership of strategic priorities and focus on cash flow improvement.