Mobia Medical (MOBI) 8th Annual Wolfe Research Healthcare Conference summary
Event summary combining transcript, slides, and related documents.
8th Annual Wolfe Research Healthcare Conference summary
10 Nov, 2026Vivistim and unmet need
Vivistim is a Class III implantable vagus nerve stimulator intended to improve hand and arm function through a six-week rehabilitation protocol.
The addressable population includes 9 million U.S. ischemic stroke survivors living with impairments; early research found ~75% of survivors actively seek solutions.
The stated ambition is to make stroke recovery part of comprehensive stroke-center care and establish Vivistim as standard of care.
Adoption and care delivery
Awareness remains the main adoption challenge; clinicians, patients, families, and therapists need education, with a deliberate hospital-by-hospital rollout to build durable programs.
AHA guideline inclusion is viewed as validation and is already influencing hospital and physician perceptions; practice change through quality measures and audits is expected to take more time.
Hospital-system adoption has expanded from an individual hospital to an entire system; implementation relies on multidisciplinary teams, with stroke neurologists central to coordination and neurosurgeons performing the procedure.
Territory managers develop hospital programs and early identification; OT/PT therapy development specialists support therapy sites, especially at the start and end of treatment.
Patients can activate the device up to eight times daily at home; pivotal data showed continued improvement through two years, supported by daily-activity practice developed with therapists.
Clinical evidence and registry plans
The VNS-REHAB pivotal trial is the clinical foundation; GRASP is intended to test generalizability across U.S. locations and demographics against pivotal-study endpoints and timelines.
The first GRASP readout is planned for 2027, with a substantial patient cohort; the registry is intended to grow, with publications and readouts on a regular basis.
The 2027 registry analysis is expected to build evidence rather than be definitive; larger numbers and longer follow-up are intended to deepen understanding across patient populations.
Latest events from Mobia Medical
- Vivistim revenue surged 73.3%, lifting FY26 guidance as investment widened losses.MOBI
Q3 2026 - VivistimⓇ Therapy drives transformative recovery for chronic stroke survivors, fueling rapid revenue growth.MOBI
Investor presentation - Q2 2026 revenue rose 102% to $13.5M, with strong gross margin and $134M IPO proceeds.MOBI
Q2 2026 - VivistimⓇ therapy drives transformative stroke recovery, fueling rapid growth and market expansion.MOBI
Corporate presentation - Q1 2026 revenue grew 113% to $12.1M, but net loss widened to $17.7M amid rapid expansion.MOBI
Q1 2026 - IPO targets $134.5M to fund growth in chronic stroke recovery, with rapid revenue gains but ongoing losses.MOBI
Registration filing - IPO targets rapid growth in stroke recovery market but faces losses and reimbursement hurdles.MOBI
Registration filing - IPO aims to fund growth of a breakthrough stroke recovery device amid ongoing losses and market risks.MOBI
Registration filing