Solution Pipeline for Beyond GS26

November 14, 2023

Shinjiro Sato

President and CEO

Terumo Corporation

Forward-Looking Statements and Use of Document
Among the information that Terumo discloses, the forward-looking statements
including financial projections are based upon our assumptions using information
available to us at the time and are not intended to be guarantees of future
events or performance. Accordingly, it should be noted that actual results may
differ from those forecasts or projections due to various factors. Factors affecting
to actual results include, but are not limited to, changes in economic conditions
surrounding Terumo, fluctuations of foreign exchange rates, and state ofcompetition. Information about products (including products currently indevelopment) which is included in this material is not intended to constitute anadvertisement or medical advice.
©TERUMO CORPORATION

2 / 13Top-line growth is the cornerstone of growth strategy

GS26 FY22~26

Strengthen existing businesses andfirmly invest in the future

FY27~31

Strengthen corporate foundationand generate solid profit from highgrowth businesses

FY32~

Lead paradigm shift in medicalcare and make a leap towarda “New Terumo”

Strengthen existingbusinesses
Establish and accelerate high-growth businesses
Explore new business opportunities (innovation)©TERUMO CORPORATION

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Solution pipeline built on a stable growth platform
TMCSC＆V

1
Additional growth
expectation(scope of thispresentation)

US-Japan DSS(Dual sensor system)

2

EU Quirem(Radioactive beads)

Stable baseof growth©TERUMO CORPORATION

3

Antibody for
Alzheimer’s disease

TBCT

5

(Automated whole bloodprocessing system)(Pen type auto-injector)

4
CDMO overseas
expansion(B2B with overseas
pharma firms)Radial approach adoption
Push back inflation
Therapeutic business
impact with an aggressive
expansionprice policy
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US Reveos

6US Rika(Source plasmacollection system)

Supply chain resiliency
supports core businessstrength1

US-Japan DSS (Dual sensor system)

C＆VTMCS

Ushering in a new era of endovascular imaging
Market needs

Terumo solutions

Diagnostic intravascular imaging to improve
interventional treatment quality

Both an ultrasound oscillator and optical lensin a single catheter

IVUS with ultrasound and OFDI with opticalfrequency contrasting strengths andweaknessesEither of IVUS and OFDI images
depending on case

US-Japan market size>

80B JPY(FY26, 1$=150 JPY)©TERUMO CORPORATION

US market CAGRApprox.

10％(FY23 - FY26)

5 / 13TBCT2EU Quirem (Radioactive beads)

C＆VTMCS

A new option to localized oncology therapies
Market needs

Terumo solutions

Treat inoperable mid- tolate-stage liver cancer

Interventional procedure to bring beads tohepatic artery and attack cancer cells

Visualization of interventional oncology tooptimize individual treatment strategies

Consistent diagnostic imaging andindividualization from pre- topost-operative stages

Global market size>

80

B JPY

(FY26, 1$=150 JPY)

Global market CAGR

Approx.

7%(FY23 - FY26)* Selective internal radiation therapy (SIRT) segment in interventional oncology market©TERUMO CORPORATION

6 / 13TBCT

3C＆V

TMCS

Antibody for Alzheimer’s disease (Pen type auto-injector)

TBCT

Expand CDMO pipeline in Japan
Market needs

Terumo solutions

World’s first and only drug that controls
Alzheimer’s disease progression
and delays life function deterioration

AI (auto-injector) enables subcutaneousinjection by simply pressing against skin

Patient can self-inject at home,in addition to IV administration(reduces patient and caregiver burden)

Administration device co-developed optimallyfor drug; combination product regulatory
application support

Hospital©TERUMO CORPORATION

Home7 / 13

4C＆VTMCSTBCTCDMO Overseas Expansion (B2B with overseas pharma firms)
Expand CDMO pipeline overseas
Market needs

Terumo solutions

Meet new needs as drugs evolve(delicate bio drugs, small-volume and viscous)

Total support from prefilled device design
through commercial manufacturingDiversifying drug delivery(drug and device matching)

Production system tailored to drug,
compliant for export to overseas markets

Global market size>

1.5T JPY(FY26, 1$=150 JPY)©TERUMO CORPORATION

Global market CAGR

Approx.

8％(FY23 - FY26)

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5C＆V

TMCS

US Reveos (Automated whole blood processing system)
Contribute to enhance supply capability of platelet
Market needs

Terumo solutions

Platelet product demand increasing(surgery, chemotherapy)

Full process automation from centrifugationof whole blood to filling bags

Diversify platelet collection methods(whole blood, added to component collection)

Unique system allows production ofeach component from whole blood
with one centrifuge cycle

Global market size

Approx.

170

B JPY

(FY26, 1$=150 JPY)

Global market CAGR

Approx.

6％(FY23 - FY26)* Global automated whole blood processing market. (reference)
Not accounting for US market currently in development©TERUMO CORPORATION

9 / 13TBCT

6US Rika (Source plasma collection system)

C＆V

TMCS

TBCT

Innovations for plasma collection centers (faster, more, safer)Market needs

Terumo solutions

Increasing need for therapies
using plasma derived therapy(rare diseases with severe symptoms, etc.)

Faster collection and reduction of
extracorporeal circulation, as well as totalsolution including IT platform and site support

Improve efficiency and quality of source
plasma collection process (reduces bothdonner and collection center operator burden)

New nomogram development to increase
plasma collection volume

Global market size

>

160

B JPY

(FY26, 1$=150 JPY)©TERUMO CORPORATION

Global market CAGR

Approx.

9％(FY23 - FY26)

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Beyond GS26 - R&D focus areas oriented further into the future©TERUMO CORPORATION

Illness

Approach

Heart failure

Less invasive,
improve outcomes

CancerPatient Journey

Venous disease

Delivery/Devi-ceuticals/Digital

11 / 13

Portfolio optimization

Bolton (US)Angio-Seal (US)Divestiture/Exit

Acquisitions

Sequent (US)
Medeon (Taiwan)
CaridianBCT(US)

CardiovascularDiv. of 3M (US)
Vascutek(UK)9902
Hemodialysis

Strategic alignment

11CollagenMarket growth

Capital efficiency

Profitability©TERUMO CORPORATION

13HOS (US)
Quirem (Neth.)

1617

Surgical robotics
Homecare oxygen
LVAD
US commodity device

Sustainability

CompetitivenessAortica (US)Harvest(US)MicroVention
(US)

06

Essen (China)

Portfoliooptimization

12 / 13

18

1920

22

23

Contrast agent

OTB
Nutrition
Harvest(Cell TherapyTechnologies)

Profitability improvement
Sustainable growthRealize sustainable growth by creating value for society©TERUMO CORPORATION

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