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.