Aurora Spine (ASG) Lytham Partners Spring 2026 Investor Conference summary

Proprietary product innovation and clinical impact

• Focus on simplifying complex spine procedures with proprietary products like ZIP, SiLO TFX, DEXA-C, Hydra A.E.R.O., and DEXA-L.

• ZIP device reduces operating room time by 36%, blood loss by 69%, and shortens hospital stays, with over 10,000 implants placed.

• ZIP is FDA cleared and currently in a multicenter study to further validate efficacy and safety, with data release expected soon.

• SiLO product line addresses the growing $2.5 billion SI joint fusion market, generating over $8.2 million in revenue.

• DEXA technology enables patient-specific implants matched to bone density, minimizing subsidence and improving outcomes.

Market trends and procedural evolution

• Shift in spine care from ortho-neurosurgeons to interventional spine physicians, broadening patient access.

• Simplified SI fusion techniques reduce procedural risk and post-op discomfort, expanding adoption among interventional physicians.

• Addressing bone density opens treatment to previously underserved populations, especially those with osteoporosis.

Portfolio expansion and biologics integration

• Launch of a proprietary biologics division in 2025, enabling pairing of biologics with implants for comprehensive procedural solutions.

• Biologics division enhances margins and supports a full procedural portfolio for partner facilities.

• New product extensions planned for the second half of 2026, with further details to be shared in future calls.