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NeuroPace
NeuroPace (NPCE) investor relations material
NeuroPace 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Mission and Strategic Positioning
Focused on transforming lives of epilepsy patients by reducing or eliminating seizures, guided by a strong sense of stewardship and a highly skilled team.
Positioned for both near-term and long-term growth, leveraging best-in-class technology, data, and team.
RNS System enables individualized therapy through continuous monitoring and tailored stimulation, creating a unique dataset.
RNS System is the only closed-loop, brain-responsive neuromodulation device with real-time iEEG monitoring and personalized therapy.
Over 8,000 patients have received the RNS System, with a $3.5B+ annual target market opportunity and 20%+ long-range plan growth.
Financial Performance and Guidance
Achieved $100 million in annual revenue for the first time in 2025, with 25% year-on-year growth and gross margin of 77.2%.
Core RNS System revenue reached $81.7 million, also at 25% growth.
FY26 revenue guidance is $98–$100 million, with RNS revenue growth of 20–22% and gross margin of 81–82%.
DIXI Medical will be reported as a discontinued operation starting Q1 2026; guidance excludes Dixie and new indications.
Achieved positive cash flow in Q4 2025; on track for cash flow break-even by 2027.
Commercial Execution and Market Expansion
Achieved record highs in prescribers and implanters, with rising utilization rates.
Expanded beyond Level 4 centers into community settings, supported by Project CARE, targeting 1,800 additional epileptologists and neurosurgeons.
Project CARE increases access in Level 3 and community centers, building referral networks and preparing for indication expansion.
Strengthened patient funnel management and onboarding processes for new centers.
Growth initiatives include clinical development, product innovation, and market expansion through sales force and direct-to-patient marketing.
IGE approval: market access strategy
NeuroPace AI: monetization strategy
2026 gross margin increase drivers?
RNS data's role in AI and market moat
IgE approval: impact on market and financials
Project CARE's strategic role in market expansion
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Next NeuroPace earnings date
Q4 20256 Mar, 2026
NeuroPace
Next NeuroPace earnings date
Q4 20256 Mar, 2026
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Frequently asked questions
NeuroPace Inc designs and manufactures neurostimulation systems for the treatment of neurological disorders such as epilepsy. The company’s responsive neurostimulation technology monitors brain activity and delivers targeted stimulation to prevent seizures. It serves the medical device and neurology markets. The company is headquartered in Mountain View, California, and its shares are listed on the NASDAQ.
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