Shoulder Innovations (SI) Investor presentation summary

Market opportunity and industry trends

• Global annual shoulder arthroplasty market estimated at $2.8B, with strong growth expected, especially in outpatient and ASC settings.

• Shoulder pain is highly prevalent, with 1 in 5 people over 65 in the U.S. affected and 8+ million annual physician visits.

• Shoulder arthroplasty is one of the fastest-growing MedTech segments, with U.S. procedures projected to reach ~250,000 in 2025.

• Market is shifting toward reverse total shoulder arthroplasty (rTSA), now comprising over 70% of procedures.

Product innovation and clinical differentiation

• InSet Glenoid implant addresses glenoid loosening, a major complication in shoulder arthroplasty, with 100% implant survivorship and 87% reduction in "rocking horse" motion.

• InSet technology enables seamless interchangeability between anatomic and reverse procedures, simplifying revision and conversion surgeries.

• ProVoyance 3D AI/ML-enabled platform enhances preoperative planning with patient-specific anatomical renderings.

• Capital-efficient instrument system reduces tray usage from up to 9 to just 2 per procedure, lowering costs and complexity.

Commercial strategy and growth drivers

• Focused commercial approach targets ~1,800 high-volume surgeons performing the majority of procedures.

• Integrated commercial leadership, surgeon education, and independent distributors drive adoption and retention.

• Strategic partnership with INS introduces a micro-robotic platform, supporting robotics-as-a-service and ASC growth.

• Expansion into new indications (fracture, metal sensitivity), adjacent markets (sports medicine, trauma), and select international markets.