Aurora Spine (ASG) Lytham Partners Fall 2025 Investor Conference summary

Product innovation and clinical development

• Developed minimally invasive devices for lumbar, cervical, and SI joint fusion, including the screwless zip device and SiLO platforms.

• Completed multicenter clinical studies for the zip device, with data set for publication to support payer policy and physician adoption.

• Launched new proprietary products HYDRA A.E.R.O. (facet joint) and DEXA-L (lumbar cage), both offering unique, patient-specific solutions.

• Emphasized minimally invasive approaches to reduce the need for major surgeries and address a broad patient continuum.

Commercialization and market expansion

• SiLO product line saw rapid revenue growth, from $600,000 in Q1 2023 to $2.6 million in Q2 2025, with strong year-over-year increases.

• Early-stage launches of HYDRA A.E.R.O. and DEXA-L are progressing well, with key opinion leaders piloting the products and a move from alpha to limited launch phase.

• Sales team consists of regional directors and distributors, with recent hires expanding coverage, especially on the East Coast.

• Target market includes both orthopedic/neurosurgeons and interventional physicians, addressing patients across the spine care continuum.

Sales process and growth strategy

• Typical sales cycle for new physician adoption is about 90 days, with faster uptake for additional products due to existing relationships.

• Training, hands-on labs, and close collaboration with physicians drive adoption and product integration into practices.

• Adding new products to existing accounts increases efficiency and expands care options without significant additional sales effort.

• Focused on thoughtful, strategic growth rather than rapid, indiscriminate expansion.