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Profound Medical (PROF) investor relations material
Profound Medical Stifel 2025 Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stifel 2025 Healthcare Conference summary11 Nov, 2025
Business performance and growth
Achieved 85% revenue growth in Q3, with TULSA installed base expanding to 67 sites and targeting 75 by year-end.
Reimbursement codes implemented in January, with hospitals gradually adopting and seeing positive economic impact.
Pipeline in advanced sales stages is in the high double digits, with major institutions like Johns Hopkins, Mount Sinai, and MD Anderson starting programs.
Short-term goal is to reach 200 sites, which would generate an estimated $55M in recurring revenue and $10M in service annually, with margins over 70%.
Confident in meeting or exceeding 2026 revenue projections of $32–36M, supported by strong pipeline and increasing site utilization.
Technology and clinical innovation
TULSA PRO system offers incision-free, MR-guided prostate ablation with AI-driven treatment planning, enabling whole gland, near-whole gland, and focal treatments.
AI modules have reduced planning time by at least 20 minutes, with most procedures now managed by a single physician.
Clinical data shows significant improvements in patient recovery time and quality of life compared to standard treatments.
BPH software is set for full launch within four weeks, expanding the addressable market and allowing treatment of a broader patient population.
Kapton trial completed treatment phase; first clinical outcome data expected by next summer, with perioperative results already showing strong advantages.
Market adoption and strategy
TULSA is positioned as the only ablative option for both whole gland and focal prostate treatments, with flexibility to treat a wide range of cases.
Reimbursement and clinical data are driving adoption at both major academic centers and local hospitals.
Partnerships with Siemens and Cook support the vision of interventional MR operating suites as the next wave in surgical care.
Sonalleve, the second product, is commercial outside the US and used for women's health and oncology, with plans to evolve toward a recurring revenue model.
Brand ambassador and revamped patient outreach initiatives are increasing awareness and engagement.
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Next Profound Medical earnings date
Q3 202513 Nov, 2025
Next Profound Medical earnings date
Q3 202513 Nov, 2025
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Frequently asked questions
Profound Medical Corp. is a medical technology company that develops and commercializes minimally invasive therapeutic systems for the treatment of various medical conditions. The company utilizes proprietary technology platforms to deliver precision-focused ultrasound treatments that aim to improve patient outcomes. Profound Medical serves healthcare providers, offering solutions for non-invasive and image-guided procedures in therapeutic applications. The company is headquartered in Mississauga, Canada, and its shares are listed on the NASDAQ.
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