NeuroPace (NPCE) Investor presentation summary

Mission and market opportunity

• Aims to transform the lives of epilepsy patients by reducing or eliminating debilitating seizures.

• Addresses a large, underpenetrated market with 1.2M drug-resistant epilepsy (DRE) patients in the U.S. and 16.5M globally.

• Current U.S. addressable market exceeds $3.5B, with significant growth potential through expanded indications and broader access.

• Focused on adult focal, generalized, and pediatric epilepsy segments, totaling a $55B+ market opportunity.

Product and clinical performance

• Offers the first closed-loop, brain-responsive neuromodulation system with real-time, personalized therapy.

• RNS System delivers superior seizure reduction compared to other neuromodulation therapies, with 82% median reduction at 3 years.

• Demonstrated robust, improving outcomes over time, including cognitive and quality-of-life benefits.

• NAUTILUS study showed a 77% median reduction in generalized tonic-clonic seizures for IGE patients at 18 months.

Data, AI, and platform innovation

• Proprietary iEEG dataset with over 24M recordings and 33,000 patient implant years enables AI-driven therapy personalization.

• Building a unique AI ecosystem to automate detection, optimize therapy, and support future monetization opportunities.

• Ongoing development of next-generation hardware and software, including remote programming and cloud-based management.