OrthoPediatrics (KIDS) Investor presentation summary

Market opportunity and industry challenges

• Pediatric orthopedics faces unique clinical needs, with most existing solutions repurposed from adult implants and limited new technology development.

• The global pediatric orthopedic market is estimated at $6.2B, with a U.S. addressable market of $2.8B.

• Large incumbents lack focus on pediatric conditions and require specialized sales forces.

Strategic pillars and commercial execution

• Focus on high-volume children's hospitals and provide a broad, pediatric-specific product portfolio.

• Deploy instrument sets, expand sales support, and invest aggressively in R&D and select M&A.

• Serve 100% of top U.S. children's hospitals, with ~230 domestic field reps and sales in over 75 countries.

Product innovation and portfolio expansion

• Over 85 unique pediatric systems, with consistent product launches and enabling technologies.

• Expanded portfolio through internal R&D, acquisitions, and partnerships, including specialty bracing and enabling technologies.

• Acquisitions such as Boston Orthotics & Prosthetics and Pega Medical have broadened offerings and market reach.