iRhythm Technologies (IRTC) Investor Presentation - Slideshow

Market Opportunity and Expansion - The Total Addressable Market (TAM) for iRhythm's Zio service is over $2 billion[9] - The symptomatic initial diagnosis market is estimated at 4.5 million patients per year[9, 10] - Zio AT adoption is experiencing early benefits, potentially capturing 14% of the high-acuity segment, while Zio XT captures 10%[19] - A study showed a 3x increase in stroke risk in paroxysmal AF patients with a True AF burden greater than 11% when measured by Zio[21] - mSToPS study showed a 9x increase in detection of AF with Zio at 4 months and a 3x increase at 1 year[23] Technology and Clinical Advantages - iRhythm's Zio service is clinically proven and highly differentiated, utilizing a patented wearable biosensor and proprietary data analytics[8] - iRhythm's deep neural network (DNN) exceeded cardiologist ECG interpretation for all 12 rhythm classes[27] - The DNN optimization is built on a proprietary database of over 10 years and >400 million hours of curated data[27] - Incidence of First Critical Arrhythmias Detected Beyond 7-Days: Paroxysmal AF 13%, AV block 16%, Pause 18%, Ventricular tachycardia 22%[16] Business Performance - The company's revenue is estimated to be between $212 million and $216 million in 2019[36] - The company's gross margin has increased from 51% in 2014 to an estimated 75.5-76.5% in 2019[34, 35]