IceCure Medical (ICCM) Company presentation summary
Event summary combining transcript, slides, and related documents.
Company presentation summary
16 Mar, 2026Market opportunity and positioning
Only minimally invasive cryoablation device with U.S. labeling for breast cancer, targeting a $1.2bn+ TAM and 310,720 new U.S. patients annually.
Regulatory approvals in 27 countries, with established global sales and distribution infrastructure.
Exclusive distribution agreement with Terumo in Japan, with PMDA submission expected by H1 2026.
Robust IP portfolio with 54 granted patents globally.
Positioned for rapid commercialization and global expansion.
Technology and clinical validation
ProSense system uses next-generation LN2 cryoablation, offering a minimally invasive, office-based procedure under local anesthesia in under an hour.
ICE3 trial: 194-patient, 19-site, 10-year study showed 4.3% recurrence at 5 years, 96.7% survival, and no major device-related adverse events.
Over 1,500 patients treated across 17 clinical studies, with consistent efficacy and safety results.
Post-market study to enroll ~400 patients at 30+ U.S. sites, starting Q1 2026.
Competitive advantages and patient benefits
Faster, less invasive alternative to lumpectomy, with same-day recovery, no general anesthesia, and minimal pain.
No re-excision required, cosmetically superior outcomes, and high patient/physician satisfaction.
Lower total cost and higher ROI for payors and healthcare systems.
Supported by five leading medical societies and key opinion leaders.
Latest events from IceCure Medical
- Revenue up 45% to $1.8M, U.S. install base up 70%, and cash reserves at $12M.ICCM
Q2 2026 - First FDA-cleared minimally invasive cryoablation device for breast cancer, driving global growth.ICCM
Investor presentation - Registering 5.5M shares for resale after $5.5M private placement, with dilution risks.ICCM
Registration filing - Q1 2026 revenue up 26% year-over-year, driven by FDA clearance and expanding U.S. adoption.ICCM
Q1 2026 - Up to 16 million shares offered for resale, with proceeds from warrant exercises funding operations.ICCM
Registration filing - Medtech firm seeks $100M for growth, facing legal and market risks.ICCM
Registration filing - Record revenue and regulatory milestones drive rapid adoption and improved financial outlook.ICCM
Q4 2025 - FDA authorizes first minimally invasive cryoablation device for breast cancer in women 70+.ICCM
Investor Update - FDA review of ProSense post-market study advances, with stable Q1 revenue and improved cash flexibility.ICCM
Q1 2025 - North American sales up 42% and margins higher as FDA decision on ProSense approaches.ICCM
Q4 2024