TransMedics : 2024 Investor & Analyst Day Presentation

TMDX

2024 Investor & Analyst Day

Waleed Hassanein, MD

President & CEO

December 10, 2024

1

Today's Strategic Topics to be Covered

Building the Business

Moat - Uniquely

Positioning TMDX

Next-Gen OCS

Technology & Clinical

Indications

Transforming

Standard of

Care

Overview of Our

Growth Catalysts - To

10,000 & Beyond

Commercial Strategy Near and Mid-Term

Scalability Initiatives -

Financial Overview

To 10,000 & Beyond

3

Agenda

4

10:00 AM

Background on Organ Transplantation

10:20 AM

An Overview of Growth Catalysts: to 10,000

Annual US NOP Transplants and Beyond

11:10 AM

Commercial Strategy: Near & Mid-Term

11:30 AM

Question & Answer Session

Lunch: 11:45 AM - 12:30 PM

12:30 PM

Operations Update: Scaling to 10K Annual

Transplants & Beyond

12:45 PM

Financial Overview: How Did We Get Here

1:10 PM

Long-Term Financial Perspectives

1:20 PM

Question & Answer Session

1:55 PM

Closing Remarks

Waleed Hassanein, M.D.

Founder, President and CEO

Waleed Hassanein, M.D.

Founder, President and CEO

Tamer Khayal, M.D.

Chief Commercial Officer

All Speakers

Nick Corcoran

SVP Supply Chain & Operations

Stephen Gordon

Past-CFO & Senior Advisor

Gerardo Hernandez

Chief Financial Officer

All Speakers

Waleed Hassanein, M.D.

Founder, President and CEO

Building the Business Moat - Uniquely Positioning TMDX

Background on Organ Transplantation Field

Waleed Hassanein, MD

5

Organ Transplant Therapy - Benefits & Challenges

Benefits of Organ Txs.

6

Challenges

The Missing Critical Link - Organ Preservation

Pre-Tx Innovations

Post-Tx Innovations

Organ Preservation

▪ Surgical techniques

▪ Anesthesia mgmt.

▪ Post-op critical care

▪ Immunosuppressives

7

Historical Organ Preservation Method & Limitations

Cold Storage

8

Severe Underutilization of Deceased Donor Organs

18,000

16,000

14,000

12,000

10,000

8,000

6,000

4,000

2,000

0

Significant

Opportunity to

5,894

Grow Transplant Volumes

DCD

Donors

10,438

1,696

DBD

Donors

602

DCD Donors

309

7,850

DBD Donors

2,687

3,437

DBD Transplants

DBD Transplants

DBD Transplants

Total Deceased

Adult Lung

Adult Heart

Adult Liver

9

Donors in 2023

Transplants

Transplants

Transplants

Source: 2023 OPTN US National Data

Ischemic Reperfusion Injury & Impact on Post- Transplant Outcomes - PGD, EAD, PNF

Reported in ~25-40% in post-Tx. Complications

Impacts short and long- term clinical outcomes

Costly medical and

surgical Mgmt.

10

Stehlik, et al. 2011 ISHLT Registry Report; JHLT Vol 30, NO 10, 2011

Ischemia/reperfusion injury is the driver of negative events

Disclaimer

Transmedics Group Inc. published this content on December 10, 2024, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on December 10, 2024 at 23:30:04.556.