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Treace Medical Concepts (TMCI) investor relations material
Treace Medical Concepts UBS Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Healthcare Conference 2025 summary10 Nov, 2025
Business overview and product innovation
Developed the lapoplasty bunion correction system, achieving over $200M in annual revenue and now expanding into new bunion treatment categories with targeted solutions.
Identified four main bunion categories and designed minimally invasive osteotomy and fusion systems to address previously unmet needs, aiming to penetrate 75% of cases not served by the original product.
New products are easier to adopt, with strong surgeon feedback and rapid training, reducing the learning curve compared to traditional solutions.
Ongoing innovation includes upcoming launches like a new compression screw system and enhancements to existing technologies.
Maintains a strong patent portfolio and focuses on rapid, high-quality innovation and surgeon training to build competitive advantage.
Market dynamics and financial performance
Recent quarters saw softness in demand for the original lapoplasty system, driven by increased interest in minimally invasive solutions and lower patient demand.
Adjusted Q4 guidance downward due to persistent market softness and shifting product mix.
Despite flat revenue, procedure volumes grew mid-single digits in Q3, with continued volume growth into Q4.
Newer products have lower average selling prices, creating a temporary headwind for revenue growth despite higher penetration.
20% of the customer base has adopted new technologies, with efforts underway to increase utilization among both existing and new surgeons.
Sales strategy and channel development
Sales force is expanding, attracting experienced reps due to the broader product portfolio and reputation for excellence.
Training events and direct surgeon engagement are key to driving adoption and utilization of new products.
Strategies are in place to increase presence in ambulatory surgery centers (ASCs), leveraging product configurations suited for these settings.
No significant difference in sales approach between ASC and hospital outpatient settings; focus remains on strong surgeon relationships.
New portfolio adoption rate target?
Patient deferral: Mitigation strategy?
Profitability: Key operational levers?
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Next Treace Medical Concepts earnings date
Q4 202526 Feb, 2026
Next Treace Medical Concepts earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Treace Medical Concepts Inc. is a medical technology company focused on developing and commercializing surgical solutions for the treatment of bunion deformities. The company's flagship product, the Lapiplasty 3D Bunion Correction System, is designed to address the root cause of bunions by realigning bones in three dimensions. Treace Medical aims to improve surgical outcomes and reduce recurrence rates for patients suffering from bunions. The company is headquartered in Ponte Vedra, Florida, and its shares are listed on the NASDAQ.
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