Outset Medical, Inc. (OM) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Denise Liu

Hi, everyone. My name is Denise Liu. I am an associate here in health care investment banking at JPMorgan. We’re excited to be continuing the Annual Healthcare Conference today with Leslie Trigg, Chair and CEO of Outset Medical. We’ll have time for Q&A at the end of the presentation and will also be joined by Renee Gaeta, CFO; and Jim Mazzola, VP, Corporate Communications and IR. So with that, I will turn it over to Leslie.

Leslie Trigg
President, CEO & Chairman

Thanks for being here, and thanks again to JPMorgan for including us in the conference. Really appreciate it. For those of you that may not be as familiar with Outset, we’re a California-based med tech company focused on enabling dialysis care that meaningfully improves patient outcomes while dramatically lowering the cost and also the complexity of care. What I’d love you to think about and hopefully take away from today are really 5 kind of key facts about where we are today and what our future looks like. Fact number one, we are now operating at scale with a very large footprint in the $2.5 billion acute and post-acute market. Nearly — well, not nearly over 1,000 hospitals now are using Tablo in the inpatient environment on a daily basis to deliver about 1 million treatments a year. In total, Tablo has been used to deliver well over 3.5 million treatments here in the U.S.

We also have an emerging presence in the $8.9 billion home market, which has been in want of a better