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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
Product innovation and portfolio expansion
Expanded from Lapiplasty to a comprehensive suite targeting all four bunion categories, including minimally invasive osteotomy and great toe fusion systems.
New products address 75% of bunion cases previously unmet, aiming for deeper market penetration.
Surgeons report easier adoption and faster training with new systems, boosting uptake.
Additional products, such as a new compression screw system and Lapiplasty Lightning, are set to launch next year.
AI-driven IntelliGuide technology enables patient-specific surgical planning and instrumentation.
Market dynamics and financial performance
Q3 saw mid-single-digit procedure volume growth, but revenue growth was dampened by a shift to lower ASP products.
20% of the customer base has adopted new technologies, with ongoing efforts to increase utilization.
Patient demand softness and delayed surgeries led to revised Q4 guidance.
Gross margins remain strong in the high 70% range, with new products not posing a margin headwind.
Cash burn reduced by 45% year-over-year, with restructuring and cost controls implemented.
Sales force and market penetration
Influx of experienced sales reps attracted by the expanded product portfolio.
Focus on training and supporting surgeons to increase adoption across the customer base.
Direct-to-consumer advertising and clinical data investments support awareness and adoption.
Strategies in place to drive adoption in both hospital outpatient and ASC settings.
No significant change in sales approach between ASC and hospital settings; relationships drive adoption.
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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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