Shoulder Innovations (SI) investor relations material

Company history and market position

• Leadership team has nearly 30 years in shoulder arthroplasty, with prior success at DePuy and Tornier.

• Company operations began in 2015, with first clinical product launched in 2016.

• Product line now addresses about 85% of the U.S. shoulder arthroplasty market.

• Plans to enter fracture and revision indications in early 2026.

• Q3 guidance targets $45–$46 million in revenue for 2025.

Robotic technology and innovation

• Launched ProVoyance, an AI-enabled preoperative planning platform for shoulder arthroplasty.

• New robotic solution is portable, designed for ambulatory surgery centers, and minimizes capital investment per site.

• Robotics platform integrates with existing surgeon workflows and instrumentation.

• Enables intraoperative validation of implant positioning, closing the loop between planning and outcomes.

• Partnership leverages existing hardware, reducing development time and cost.

Surgeon adoption and market penetration

• Core and contender surgeon group grew 50% in each of the last two quarters.

• 95% of revenue comes from high-volume surgeons performing 35+ procedures annually.

• Surgeons typically start with the InSet glenoid and expand to the reverse product line.

• Average ramp from prospect to core surgeon takes 6–12 months, with recent acceleration.

• Market share is higher in territories with engaged, well-trained sales reps.