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MedSurg:
Category Leadership & Growth Drivers
Urology and
Endoscopy Neuromodulation
Pelvic Health
Stone Disease & Precision Spectra
SpyGlass DS
LithoVue Single-Use Visualization Precision Novi
Ureteroscope Optimizes pancreatico- Leading SCS platforms,
Leading platform, next biliary procedural Illumina 3Dsoftware &
gen technology, and efficiency & productivity non-rechargeable
expanding globally system
Vercise PC DBS
Endoluminal Surgery - System & Cartesia
Mens Health Oncology Directional Lead
Category leadership, Endoscopic resection of 1st Directional System for
market & geographic lesions in colon, Parkinsons, dystonia, &
expansion esophagus or stomach tremor globally; U.S. DBS
launch YE2017E
44
Leadership in Urology & Pelvic Health
Market BSX
2016 Size Growth 2016-2020 est. CAGR Revenue Share Position Growth*
*Growth in constant currency, excluding the impact of the AMS Male Urology portfolio acquisition
55
Large and Growing Markets
66
Category Leadership in Stone Disease
Committed to Lead LithoVue - Transforming fURS
Innovative single-use technology that is transforming
$1.3B global market
flexible ureteroscopy (fURS)
1) The most Comprehensive Device Portfolio
for the clinical management of stone disease Rapid technology uptake
800+ hospitals globally
10,000+ procedures
30+ posters, abstracts and publications
2) Clinical Education and Training Driving growth with pull-through
Stone Institute Workshops
Preceptor Training Center of Excellence Programs
Preceptorship and Proctorship Training Programs
LithoVue delivers
tangible financial
3) Partnerships to Drive Clinical Evidence and clinical benefits
77
LithoVue: Physicians Perspective
88
LithoVue: Transformational Technology
Today
Economic benefits: Establish LithoVue as
standard of care for complex stone
procedures
OR efficiency: Greater throughput
increasing procedural volume
Pull through: $0.40 for every $1 of LithoVue
sales
No repairs. Tomorrow
Economic evidence drives greater
No sterilization. utilization for routine stone procedures
No compromise. Greater global access to flexible
ureteroscopy advances care worldwide
99
Revitalized Focus in Mens Health to Expand
Global Reach
15K+ patients
Erectile Dysfunction (ED): $250M MC treated annually
Incontinence (MC): $150M BPH
BPH: $300M ED 50% of men over age 40 are affected by
some degree of Erectile Dysfunction1
Expanding Global Reach
Untreated ED associated with severe
Portfolio innovation Physician training Patient awareness problems including anxiety and depression
GynSurg: $1.1B
PF Symphion
Pelvic Floor (PF): $400M
System
GynSurg Resectr
Focus on Innovation
Clinical data Surgical training Expanding product portfolio
2016 Revenue
International: ~$300M Intl
U.S.: ~$700M
U.S.
2016 2020E
13
13
13
Urology & Pelvic Health:
Leadership in Large and Growing Markets
BSX is $1B category leader, outpacing the market and led by:
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14
14
References
Slide 4 (Large and Growing Markets):
1. Scales CD Jr, Smith AC, Hanley JM, et al. Prevalence of kidney stones in the United States. Eur Urol. 2012 Jul;62(1):160-15.
2. National Health and Nutrition Examination Survey 20012010.
3. Benign Prostatic Hypertrophy. American Urological Association. 2016. www.auanet.org/education/benign-prostatic-
hypertrophy.cfm www.auanet.org/education/benign-prostatic-hypertrophy.cfm. Accessed May 20, 2016.
4. Olsen AL, Smith VJ, Bergstrom JO, et al. Epidemiology of surgically managed pelvic organ prolapse and urinary
incontinence. Obstet Gynecol. 1997 Apr;89(4):501-6.
5. Spencer CP, Whitehead MI. Endometrial assessment revisited. Br J Obstet Gynaecol. 1999 Jul;106(7):623-32.
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MedSurg
Endoscopy
Art Butcher
Senior Vice President and President, Endoscopy
Endoscopy Vision 2020+
Imagine a world where
Accurate, timely diagnosis using interventional
imaging catheters slows the progression of
pancreatic cancer and other GI diseases
Market BSX
2016 Size Growth 2016-2020 est. CAGR Revenue Share Position Growth*
$3.5B
Core Growth
2016 2020E
Category Leadership in Large and Growing
Markets + Broadening into Adjacencies
Market Market
2016E 2020E Key Accelerators
Gastrointestinal Pathology
$800M $2.0B Cancer ablation
Cancer Endoluminal surgery
Asthma
Pulmonary $100M $500M Lung cancer
~$3.0B ~$7.0B *EUS = Endoscopic Ultrasound **Other includes Enteral Access and Scope Repair
Transforming the Standard of Care
SpyGlass DS System
First and only minimally invasive, single-use, single operator digital cholangioscope
BSX will lead with a comprehensive portfolio of devices for the Surgical Endoscopist
Market BSX
2016 Size Growth 2016-2020 est. CAGR Revenue Share Position Growth*
15+ ongoing clinical research studies and RCTs2 to help prove personalized therapy is the future of pain relief:
PROCO3 (Q2-17): Double-blind crossover RCT to evaluate the role of frequency on SCS patient outcomes
WHISPER4 (Q4-17): Crossover RCT to evaluate the effectiveness at sub-perception amplitude
ACCELERATE5 (H2-18): Crossover RCT to evaluate the safety and effectiveness at high-rate SCS
RELIEF6 (on-going): Global registry to evaluate long-term real world outcomes
Strong cadence of technology with 2 new platforms launching over next 24 months
Pain (SCS): Future of Pain Relief =
Personalized Waveform Therapy
60% of Patients Use Patients Prefer Their Own Multiple Waveforms Achieve
Multiple Waveforms Individualized Stim Patterns Excellent Pain Reduction
2 10
8 D = 6.2
Numeric Rating
8
40%
4
Scale (NRS)
1 khz
14
7.9
standard
Patient #
Burst
6
28
rate only
Anode
Intensificatio
17 n/ 4
Prism
23
Standard
18 Rate 2
60% used novel
16 1.7
stim waveforms 0
9
Baseline NRS Follow-up NRS
With Illumina 3D and Multiwave, Spectra is the only SCS platform designed to
deliver the Right Waveform and stimulate the Right Target at the Right Time
Pain (SCS): Neural Targeting Algorithm (Illumina 3D)
Delivers Superior Long Term Results
10.0
8.75
9.0 Previous Generation System
8.0 7.17 D = 4.23 D = 5.34
Numeric Rating Scale (NRS)
7.0 100%
6.0 81%
5.0
80% 74% 71%
Responder Rate
4.0 3.21 2.92 2.96 2.94 3.35 3.30 3.02 3.41 63%
3.0
2.0
60% 51%
1.0
41%
0.0 40%
20%
(N=141) (N=169) (N=47) (N=34) (N=45) (N=73)
0%
OVERALL PAIN at LEG PAIN at 24 BACK PAIN at 24
ALL PATIENTS SEVERE PATIENTS 24 months months months
Illumina 3D delivered sustained pain relief in real world patients and demonstrates
superior outcomes vs. a previous generation system
Pain (SCS): PROCO RCT True Level 1 Study
2017 INS Congress in May 2017
4 3.48 3.34
3.11 3.21 Frequencies from 1-10 kHz provide similar pain relief when proper neural
3 dosing is used to optimize therapy
1 kHz provides excellent pain relief at 1/3 the charge of higher frequencies
2
Patients need multiple options:
1 No single waveform can treat all patients
A system should provide precise targeting over 3 or more vertebral levels
0
Baseline 1 kHz 4 kHz 7 kHz 10 kHz
BSX poised to enter U.S. in late 2017/early 2018 with compelling new technology
Conventional Therapy
Vercise MICC platform is the most flexible DBS system designed to improve
patient outcomes and minimize side effects
Path to Leadership in Brain Modulation:
Technology Backed By Clinical Evidence
U.S. launches of
Vercise PC and New
Vercise Gevia Indications
Next Generation
System
18+ ongoing clinical research studies4 helping drive Brain Modulation to be a meaningful contributor to BSX:
INTREPID5 (Q4:17) : First & only prospective, double-blind multi-center RCT; evaluating Vercise DBS System for U.S. entry
DBS Directional6 (2019): Evaluating therapeutic advantages of Cartesia Directional Lead w/Vercise PC DBS System
DBS Registry7 (on-going): First comprehensive registry of real world outcomes to establish improvement in quality of life
Neuromodulation:
Strong Growth Driven by Leading Innovation
Brain DBS franchise poised for accelerated share gains with the most innovative
platforms
Winning directional system supported by extensive clinical data
Integrated offering: Directional System, visualization, MRI, Brainlab partnership
U.S. launch targeted end of 2017/early 2018
1. Vantage:
1 Year: Timmermann et al., Multiple-source current steering in subthalamic nucleus deep brain stimulation for Parkinsons disease (the VANTAGE study): a non-randomised,
prospective, multicentre, open-label study Lancet Neurology 2015; 14: 693701
3 Years: Timmerman et al, Three-Year Outcomes of a Prospective, Multi-center Trial Evaluating Deep Brain Stimulation With a New Multiple-Source, Constant-Current
Rechargeable System in Parkinson Disease. Neurosurgery. Aug 2016.
2. VA Study: Follett et al., Pallidal versus Subthalamic Deep-Brain Stimulation for Parkinsons Disease. NEJM 362;22; Weaver et al., 2012
Randomized trial of deep brain stimulation for Parkinson disease: Thirty-six-month outcomes, AAN
3. Deuschl 2006: A Randomized Trial of Deep-Brain Stimulation for Parkinsons Disease. NEJW 355;9
4. CUSTOM-DBS: Volkmann et al., Presented at 2014 Annual Meeting of the International Parkinson and Movement Disorders Society, June 2014
References
Slide 11 (Path to Leadership in Brain Modulation: Technology Backed By Clinical Evidence) :
1. Vercise PC System, Vercise Gevia System, and Cartesia Directional Lead: CE Marked. Not available for use or sale in the U.S.
2. 1.5 Tesla MRI conditional when all conditions of use are met
3. Vercise System: CE Marked. Caution: Investigational Device. Limited by US federal law to investigational use only. Not available for sale in the
U.S.
4. Includes company and investigator-sponsored research studies
5. Deep Brain Stimulation (DBS) for the Treatment of Parkinson's Disease (INTREPID) NCT01839396
6. Directional Data:
Steigerwald et al. Directional deep brain stimulation of the subthalamic nucleus: a pilot study using a novel neurostimulation device. Movement Disorders. 2016;
Reker et al, Directional deep brain stimulation: A case of avoiding dysarthria with bipolar directional current steering: Parkinsonism and Related Disorders 2016 Aug
Scientists Test Next Generation Deep Brain Stimulation Leads to Improve Targeting the Subthalamic Nucleus with Fewer Adverse Effects NEUROLOGY TODAY | Jul
2016
7. Registry of Deep Brain Stimulation With the VERCISE System: Vercise DBS Registry NCT02071134
Q&A