Apyx Medical (APYX) Investor presentation summary

Market positioning and trends

• Positioned as a leader in surgical aesthetics, focusing on minimally invasive procedures and capitalizing on the surge in demand following widespread GLP-1 drug adoption for weight loss.

• Skin tightening is now the top requested treatment post-weight loss, with 72% of GLP-1 users citing loose skin as their main concern.

• Only surgical procedures are seen as providing durable, transformational results, with a shift from noninvasive to surgical solutions.

• Google Trends data shows rising interest in skin tightening and body contouring from 2023 to 2026.

Product innovation and clinical evidence

• Renuvion is the only FDA-approved device for treating loose skin post-liposuction and for contracting subcutaneous soft tissue anywhere on the body.

• AYON Body Contouring System received FDA clearance in May 2025, with expanded indications for power liposuction in May 2026.

• Renuvion combines helium plasma and radiofrequency energy for rapid, effective skin contraction and neocollagenesis.

• Over 120 clinical publications and two multi-site IDE studies support the safety and efficacy of Renuvion.

Financial performance and guidance

• 2026 revenue guidance is $59.0–$60.0 million, up from $52.8 million in 2025; Surgical Aesthetics revenue expected at $54.0–$55.0 million.

• OEM revenue projected at $5.0 million for 2026, down from $7.5 million in 2025.

• Operating expenses are expected to remain below $45.0 million in 2026.

• Single-use handpiece sales accounted for about 50% of Surgical Aesthetics revenue in 2025.