Investor Presentation • Jan 14, 2025
Investor Presentation
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January 2025 Transforming tomorrows, today.
Please note that this presentation regarding Insightec, including any accompanying oral presentation, is designed to focus on the company's progress and achievements, not all material developments; discusses uses of the company's products or technology that are not yet proven or approved; omits mention of significant risks; and contains summary information that is necessarily incomplete. Accordingly, it should not be given undue reliance. It also contains forward-looking statements regarding, among other things, plans, expectations, and future events. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that could cause actual results to differ materially from what is expressed or implied by the statements. Any forward-looking statement is based on information available to Insightec as of the date of the statement. All written or oral forward-looking statements attributable to Insightec are qualified by this caution. Insightec does not undertake any obligation to update or revise any forward-looking statement to reflect any change in circumstances or in Insightec's expectations.
This presentation also contains statistical data, estimates and forecasts that are based on independent industry publications or other publicly available information, as well as other information based on our internal sources. This information involves many assumptions and limitations, and you are cautioned not to give undue weight to such information. We have not independently verified the accuracy or completeness of the information contained in the industry publications and other publicly available information. Accordingly, we make no representations as to the accuracy or completeness of that information nor do we undertake to update such information after the date of this presentation.
"Exablate," and "Exablate Neuro," as well as the "Insightec" logo, whether standing alone or in connection with the word "Insightec", are protected trademarks of Insightec.

INSIGHTEC-Focused Ultrasound for Movement Disorders
To transform lives by delivering the therapeutic power of acoustic energy .


TODAY

Insightec's Magnetic Resonance guided Focused Ultrasound



PERSONALIZED PRECISION Hemispheric Ultrasound Array + Thermometry
PATIENT RESULTS* Before + After Exablate Neuro
PROCEDURES

Commercial treatments to date*

*Data on file at Insightec.

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*Based on 2023 MedScout claims data on patient population and DBS volumes combined with Insightec treatment data on file (ET & PD)

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*FUS treats some of the motor symptoms of ET and PD. For a full list of indications and warnings please refer to the FDA website: Pre-Market Approval (PMA) P150038 or Indications for Use Summary

Tremor improvement at five-year follow-up.1
44.5% Sustained improvement in QoL at 5 years. 2
CRST Part A: Tremor Improvement

For complete safety and indication information please visit our website Safety, Precautions, and Warning Information | Insightec
1. Pre-Market Approval (PMA) P150038/S015. Based on data from 76-patients enrolled in randomized controlled trial.
2. CRST Part C: Activities of Daily Living/Quality of Life functional , PMA P1150038/S015
| Billable Event Description | Stage | CPT Code |
APC Code |
2025 CMS Reimbursement |
|---|---|---|---|---|
| Pre-Op Brain MRI w/o Contrast* | Pre-Op | 70557 | 5524 | \$508 |
| Pre-Op CT MRI w/o Contrast* | Pre-Op | 70450 | 5525 | \$106 |
| 3D Treatment Planning | Intra-op | 77295 | 5613 | \$1,368 |
| QA Machine Consult | Intra-op | 77370 | 5611 | \$133 |
| Teletherapy isodose plan; complex includes basic dosimetry calculation(s) |
Intra-op | 77370 | 5612 | \$366 |
| Focused Ultrasound Delivery for Essential Tremor* |
Intra-op | 0398T | 5463 | \$12,470 |
| Post-Op MRI w/o contrast (treatment effect)* |
Post-Op | 70557 | 5524 | \$508 |
| Total | \$15,459* |
CMS Hospital Outpatient Prospective Payments for fiscal 2025

National Private Payers: US Treatment Sites
Treatment Center
PARTNERSHIP
*Billable events covered by Medicare. Total stack typically covered by private payors.


| Source: Medscout, Insightec Data | |||
|---|---|---|---|
| -- | -- | ---------------------------------- | -- |
| Market | ET Patients1 |
Target Patient Market2 |
DBS Adoption2 |
Exablate Adoption3 |
Exablate Adoption if all Severe3 |
|---|---|---|---|---|---|
| Houston | 6,822 | 1,624 | 1.6% | 7% | 24% |
| Oklahoma City | 2,600 | 1,105 | 1.0% | 7% | 23% |
| Charlotte | 3,820 | 1,910 | 0.9% | 6% | 21% |
| Durham | 4,488 | 2,244 | 0.6% | 5% | 17% |
| Portland, OR | 7,292 | 3,099 | 0.5% | 4% | 15% |
| Boston | 13,290 | 5,648 | 0.4% | 2% | 8% |
| New York | 23,398 | 9,944 | 0.2% | 2% | 8% |
Diagnosed ET patients living in market. Medscout 2023 data accessed Jan 2025
Estimated at 50% of diagnosed population with SDR <0.4…out of eligible U.S. patient population of 210,000
2024 Exablate adoption out of 2023 MedScout target patient market
2024 Exablate adoption out of 2023 MedScout target patient market adjusted to severe disease population



(Includes first year warranty)


2024 Marginal Profit Per Procedure by
*Reimbursement from slide 16, U.S. list prices, 2 procedures per week and 7-year system amortization **Excludes first-year warranty at equivalent of annual service cost
Modeled based on actual price for system and service, \$3,300 kit price, 7-year system depreciation and 2024 procedures * Excludes customers in initial 12-month ramp-up following installation
Streamlined workflows and powerful decisionmaking tools enables more cases per treatment day in less time.


As reported by Oregon Health & Sciences University Hospital over first 100 procedures. Results may vary by customer.

Neuromodulation
Essential Tremor Parkinson's Disease
Addiction, Migraine, Obesity
ALS Other Brain Mets Brain Mets Lung, Brain Mets Breast GBM, Liquid Biopsy Alzheimer's, Parkinson's
Stroke Depression, OCD, Tumors Epilepsy, Neuropathic Pain Essential Tremor Parkinson's Disease
* Based on Recurring Kit Revenue Potential. Most investigational – not approved. 26


Essential Tremor (ET)
Bilateral ET

Unilateral PD

Neuropathic Pain**


Bilateral PD*

OCD/MDD*


Epilepsy*
Neuromodulation, BBB opening Opportunities

Glioblastoma*


Addiction*

Pediatric DIPG*



Alzheimer's Disease*

ALS* Liquid Biopsy*
Brain Metastases*
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*Investigational – not approved Dystonia* **CE Marked


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Thank you – Insightec

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