2026 JP Morgan Healthcare Conference Damien McDonald Chief Executive Officer Ben Berry Chief Financial Officer Kyle Rose Vice President, Investor Relations Presentation Title is set in ALL CAPS Short description is set in sentence case This presentation includes forward-looking statements, including forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, statements concerning Enovis' plans, g ...

Core Insights - CeriBell has developed a neuromonitoring platform that simplifies EEG acquisition, allowing nurses to set up in minutes instead of waiting for specialized technicians [1] - The company focuses on seizure detection in acute care settings, with a significant market opportunity in the U.S. estimated at over $2 billion [2] - CeriBell projects a revenue of $87 million to $89 million for the current year, reflecting a 34% year-over-year growth with an 88% gross margin [2] - The total addressable market (TAM) for CeriBell is expected to grow from $2 billion to $3.5 billion by 2025, driven by expansion into pediatric and neonate populations and gaining FDA clearance for delirium detection [2] Company Overview - CeriBell's platform includes an AI-powered algorithm named Clarity, which detects various neurological disorders [1] - The company has made significant progress in expanding its market presence and product offerings [2] Market Opportunity - The focus on seizure detection in acute care settings highlights the prevalence of seizures and the need for efficient monitoring solutions [3]

Core Viewpoint - Bausch + Lomb is undergoing a transformation with a clear strategy focused on innovation and meeting the growing demand for eye health solutions, leveraging its extensive portfolio and strong brand reputation built over nearly two centuries [2]. Group 1: Company Strategy - The company is committed to disciplined execution and a relentless focus on innovation grounded in patient needs [2]. - Bausch + Lomb aims to drive its next chapter of growth through bold steps and momentum built over recent years [2]. Group 2: Industry Context - The demand for eye health solutions is increasing globally, positioning Bausch + Lomb uniquely to meet this demand [2].

Core Insights - Medtronic is positioned to accelerate revenue and earnings growth through engineering, manufacturing, and regulatory expertise [1][2] - The company is focusing on generational growth drivers and a continuous pipeline of new technologies in various medical fields [1] - Medtronic aims to expand margins to increase R&D investment and enhance EPS leverage [2] - Strategic portfolio management and capital allocation are key components of the company's growth strategy [2]

Core Insights - The company is focused on advancing its Structural Hearts strategy, particularly in TAVR, TMTT, and Surgical platforms, with plans for next-generation innovations to address significant patient needs [2] - The company aims to bring novel and differentiated innovations along with world-class evidence to transform patient care in the Structural Heart space [3] Company Vision - The company has a vision for 2026 and beyond, emphasizing the importance of agility and speed in deploying its strategy across core platforms [2] - The company is committed to expanding its Structural Heart portfolio to cater to patients who currently have no other options [2]

Core Viewpoint - BD (Becton, Dickinson and Company) will host its virtual 2026 Annual Meeting of Shareholders on January 27, 2026, at 1:00 p.m. (ET) [1] Group 1: Annual Meeting Details - Shareholders as of December 8, 2025, can attend, vote, and ask questions during the Annual Meeting via a designated online platform [2] - Guests can access the Annual Meeting in listen-only mode without a control number [2] - A replay of the webcast will be available on the BD website for approximately one year following the meeting [3] Group 2: Company Overview - BD is a leading global medical technology company focused on improving medical discovery, diagnostics, and care delivery [4] - The company employs over 70,000 individuals and is committed to enhancing the safety and efficiency of healthcare delivery [4] - BD collaborates with organizations worldwide to tackle significant global health challenges and improve healthcare outcomes [4]

Core Themes - Bruker is focusing on profitability and aims to increase margins from mid-teens to low- to mid-20s over the next 3 to 5 years [2] - The company anticipates double-digit EPS growth during this period, following a significant 70% revenue increase from 2020 to 2024, despite a challenging year in 2025 [2] Strategic Investments - Bruker continues to invest in key strategic opportunities, particularly in post-genomic discovery tools for disease biology, clinical research, and drug discovery and development [3]

Core Viewpoint - Haemonetics Corporation is enhancing its market position through strategic acquisitions, specifically the acquisition of Vivasure Medical Limited, which will strengthen its capabilities in blood management solutions and structural heart procedures [1][3][6] Group 1: Company Overview - Haemonetics Corporation specializes in blood management solutions and is recognized for its innovative medical technology products [1] - The company faces competition in the medical technology sector but is actively working to strengthen its position through acquisitions and product development [1] Group 2: Acquisition Details - Haemonetics announced the acquisition of Vivasure Medical Limited for €100 million upfront, with potential milestone payments of up to €85 million [3] - The acquisition will be funded with cash on hand, indicating Haemonetics' financial strength [3][6] - Vivasure's PerQseal Elite system, which is designed for closing large-bore arterial and venous access sites, is a significant addition to Haemonetics' product offerings [4] Group 3: Product Impact - The PerQseal Elite system has received CE Mark approval in Europe and has a Premarket Approval application submitted to the U.S. FDA [5] - The system demonstrated a 0% major complication rate at thirty days in the ELITE arterial study, showcasing its effectiveness and ease of use [5] - This acquisition is expected to enhance Haemonetics' position in the cardiology sector, aligning with the growing demand for large-bore vascular access [4][5] Group 4: Market Performance - Barrington set a price target of $93 for Haemonetics, indicating a potential upside of 13.37% from its current trading price of $82.03 [2][6] - The stock has shown a recent decrease of 2.39%, with a trading range between $81.94 and $84.92 [2] - Over the past year, the stock has fluctuated between $47.32 and $87.32, indicating significant volatility [2]

Core Viewpoint - iRhythm is optimistic about its performance in 2026 following a successful 2025, indicating strong growth potential in the medtech industry [2]. Company Insights - The management team of iRhythm, including CEO Quentin Blackford and CFO Dan Wilson, presented at a JPMorgan Medtech event, highlighting the company's achievements and future outlook [1]. - iRhythm focuses on the complexities of arrhythmia signals, which present both challenges and opportunities in the healthcare space [3]. Industry Context - The presentation emphasized the importance of accurately interpreting arrhythmia signals, which can manifest in various ways, underscoring the need for advanced diagnostic solutions in the medtech sector [3].

Business Strategy & Portfolio - Medtronic is focused on innovation to accelerate revenue and earnings growth, executing on generational growth drivers like PFA portfolio, Symplicity™, Altaviva™, and Hugo™ RAS[6] - The company intends to separate its Diabetes business, which currently accounts for $12.5 billion in revenue[9] - Medtronic is focused on the highest margin growth drivers where it has leading core competencies[8] Key Growth Opportunities - The Pulsed Field Ablation (PFA) market is estimated to be >$13 billion and growing at +25% annually[22] - Renal Denervation with Symplicity Spyral™ represents a multi-billion dollar opportunity, with 1% penetration of U.S patients equating to >$1 billion in revenue[27] - Altaviva™ Tibial Neuromodulation for Urge Urinary Incontinence presents a $1 billion revenue opportunity based on ~1% penetration of the 5M U.S patients actively seeking advanced therapies[33] - The company aims to double revenue in one of the fast-growing MedTech segments[16] Innovation & Technology - Medtronic is positioned to lead in Pulsed Field Ablation with a comprehensive product portfolio, expecting Sphere-360™ U.S Pivotal Approval by 1HFY27[22] - Symplicity Spyral™ is a breakthrough treatment for high blood pressure, targeting 18M patients in the U.S with uncontrolled hypertension[26] - Hugo™ system reimagines robotic-assisted surgery, beginning purposeful launch with urologic indication[39] Financial Performance & Strategy - Medtronic is driving innovation across its entire portfolio to achieve durable revenue acceleration in attractive MedTech markets[43] - The company is accelerating value creation through growth, disciplined operations, increased investment in R&D, and strategic M&A[46] - Medtronic expects to generate $2 billion CAS Revenue from $1 billion revenue in FY25[24]