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Penumbra
Penumbra (PEN) investor relations material
Penumbra 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 summary12 Jan, 2026
Company overview and manufacturing strategy
Over 4,500 employees worldwide, with products available in 100+ markets; all manufacturing currently in California but expanding to a new 330,000 sq ft facility in Costa Rica by 2027, with an option for an additional 330,000 sq ft.
Manufacturing co-located with engineering accelerates product iteration and innovation; new facilities in Roseville and Costa Rica support future growth.
Headquarters in Alameda, with 260,000 sq ft in Alameda and 300,000 sq ft in Roseville.
Market opportunities and business segments
Total annual U.S. thrombectomy market opportunity exceeds 1,250,000 patients, including arterial, venous DVT, PE, coronary, and stroke cases.
Thrombectomy and embolization are both significant growth drivers, with sustainable growth in both peripheral and neuro markets.
Peripheral embolization procedures address 175,000 patients, with 140,000 MMAe patients annually.
U.S. arterial thrombectomy market has over 250,000 patients, with significant room to convert traditional treatments to mechanical solutions.
DVT and PE represent the largest patient opportunities, with mechanical thrombectomy penetration still low, especially in PE at around 15%.
Technology and clinical data
Transitioned from analog catheter/pump systems to advanced Computer-Assisted Vacuum Thrombectomy (CAVT) technology, improving outcomes and speed.
STORM-PE RCT showed CAVT plus anticoagulation led to a 29.7% relative reduction in right heart strain versus 8% for anticoagulation alone in acute, intermediate-high risk PE.
CAVT arm had comparable safety to anticoagulation, with fewer major adverse events and 100% technical success.
Latest product, Flash 3.0, demonstrated device times as low as one minute in clinical cases, highlighting rapid innovation.
Stroke interventions using RED 72 and RED 43 devices showed pre- and post-procedure improvements in M1 and M2 occlusions.
Future manufacturing capacity post-2027 expansion
CAVT's competitive advantage from STORM-PE trial
What is the growth outlook for MMAe procedures?
Costa Rica facility's role in cost-effectiveness
Penumbra's PE tech differentiation post-STORM-PE
MMA embolization: future product enhancements or studies
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Next Penumbra earnings date
Q4 202523 Feb, 2026
Penumbra
Next Penumbra earnings date
Q4 202523 Feb, 2026
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Frequently asked questions
Penumbra Inc designs, develops, and markets medical devices for neurovascular and vascular conditions. Its products support treatments for stroke, peripheral embolization, and thrombectomy procedures, serving healthcare providers and hospitals worldwide. Penumbra operates within the healthcare and medical device sectors. The company is headquartered in Alameda, California, and its shares are listed on the NYSE.
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