Adagio Medical Holdings, INC. 424B3 Filing

Ticker: ADGM · Form: 424B3 · Filed: Mar 27, 2026 · CIK: 0002006986

Sentiment: neutral

Filing Stats: 4,486 words · 18 min read · ~15 pages · Grade level 14.1 · Accepted 2026-03-27 08:46:55

Key Financial Figures

Filing Documents

Business

Item 1. Business 7

Risk Factors

Item 1A. Risk Factors 24

Unresolved Staff Comments

Item 1B. Unresolved Staff Comments 79

Cybersecurity

Item 1C. Cybersecurity 79

Properties

Item 2. Properties 80

Legal Proceedings

Item 3. Legal Proceedings 80

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 80 PART II

Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities

Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 81

Reserved

Item 6. Reserved 81

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations 82

Quantitative and Qualitative Disclosures About Market Risk

Item 7A. Quantitative and Qualitative Disclosures About Market Risk 104

Financial Statements and Supplementary Data

Item 8. Financial Statements and Supplementary Data 104

Changes in and Disagreements with Accountants on Accounting and Financial Disclosure

Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 164

Controls and Procedures

Item 9A. Controls and Procedures 164

Other Information

Item 9B. Other Information 165

Disclosure Regarding Foreign Jurisdictions that Prevent Inspections

Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 165 PART III

Directors, Executive Officers and Corporate Governance

Item 10. Directors, Executive Officers and Corporate Governance 165

Executive Compensation

Item 11. Executive Compensation 165

Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters

Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 165

Certain Relationships and Related Transactions, and Director Independence

Item 13. Certain Relationships and Related Transactions, and Director Independence 165

Principal Accounting Fees and Services

Item 14. Principal Accounting Fees and Services 165 PART IV

Exhibits and Financial Statement Schedules

Item 15. Exhibits and Financial Statement Schedules 166

Form 10-K Summary

Item 16. Form 10-K Summary 167

Signatures

Signatures 168 Table of Contents This Annual Report on Form 10-K contains forward-looking statements about us and our industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this Annual Report on Form 10-K including statements regarding our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements. In some cases, you can identify forward-looking statements because they contain words such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will" or "would" or the negative of these words or other similar terms or expressions. These forward-looking statements include, but are not limited to, statements concerning the following: the timing, progress and results of our clinical trials of our product candidates, including statements regarding the timing of initiation and completion of studies or trials and related preparatory work, the period during which the results of the trials will become available and our research and development programs; our ability to continue to develop innovative, proprietary products that address significant clinical needs in a manner that is safe and effective for patients and easy-to-use for physicians our ability to obtain and maintain regulatory clearances or approvals our ability to demonstrate safety and effectiveness in our sponsored and third-party clinical trials our ability to increase physician awareness our ability to obtain and maintain coverage and adequate reimbursement for procedures using our products our ability to attract and retain skilled research, development, sales and clinical personnel our ability to cost-effectively manufacture, market and sell our products our estimat

Busines s

Item 1. Busines s Overview We are a medical device company focused on developing and commercializing products for the treatment of cardiac arrhythmias with our novel, proprietary, catheter-based Ultra-Low Temperature Ablation ("ULTA") technology, formerly known as Ultra-Low Temperature Cryoablation ("ULTC") technology. Our initial focus is on the treatment of ventricular tachycardia ("VT"). VT is a rapid, abnormal heart rhythm, or arrhythmia, that originates in the heart's lower chambers, or ventricles, potentially leading to impaired blood flow and, if sustained, VT can be fatal. In the United States, VT-associated sudden cardiac death ("SCD") accounts for approximately 300,000 deaths each year. Radio Frequency ("RF") ablation catheters currently used to treat VT were primarily designed and approved for the treatment of atrial fibrillation ("AF") and are therefore not designed to optimally treat the specifics of the ventricular anatomy and disease. As a result, VT procedures performed with current devices can be overly complex, with sub-optimal outcomes, a factor that has potentially led to limited growth in the market for VT ablations. Our clinically tested, proprietary ULTA products are purpose-built to treat patients with VT and are designed to address the unique anatomy of the ventricle and the specific needs of the VT patient. Our ULTA approach is built on the hypothesis that large and durable lesions extending through the depth of both diseased and healthy muscular tissue of the ventricle of the heart (ventricular myocardium) is a foundation for improving the effectiveness of VT ablations and patient outcomes. Our differentiated catheters and consoles are designed to create titratable, large, durable, deep lesions within the ventricle through a stable, endocardial – or inside the heart - approach with no required irrigation. In October 2025, we announced completion of enrollment in our FULCRUM-VT Pivotal FDA Investigational Device Exemption ("IDE") study

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