Apyx Medical (APYX) investor relations material

Market positioning and trends

• Positioned as a leader in surgical aesthetics, focusing on minimally invasive procedures and post-weight-loss demand.

• GLP-1 therapies are driving a surge in patients seeking aesthetic procedures, with 72% reporting loose skin as a top concern.

• Skin tightening is now the most requested treatment post-weight loss, with a shift from noninvasive to surgical solutions.

• Expanded international presence in China and South Korea in 2025.

Product innovation and clinical evidence

• Renuvion is the only FDA-approved device for treating loose skin post-liposuction and for contracting subcutaneous soft tissue.

• AYON Body Contouring System received FDA clearance in May 2025 and expanded label for power liposuction in May 2026.

• AYON integrates multiple technologies for fat removal, transfer, and skin tightening, improving workflow and outcomes.

• Over 100 clinical publications and two multi-site IDE studies support Renuvion's safety and efficacy.

Financial performance and guidance

• 2026 revenue guidance raised to $59.0–$60.0M, up from $57.5–$58.5M; 2025 revenue was $52.8M.

• Surgical Aesthetics revenue expected at $54.0–$55.0M, up from $45.3M in 2025.

• OEM revenue guidance at $5.0M, compared to $7.5M in 2025.

• Operating expenses expected to remain below $45M for 2026.