Shoulder Innovations (SI) Investor presentation summary

Market opportunity

• Initial focus on the ~$2.8B global annual shoulder arthroplasty market; U.S. market expected to grow >10% annually through 2029.

• ~250,000 U.S. shoulder arthroplasty procedures expected in 2025; ~1,800 high-volume surgeons perform the majority of procedures.

• Shoulder pain affects 1 in 5 U.S. people over 65; 8+ million annual physician visits relate to shoulder conditions.

• ASC share of procedures rose from ~10% in Dec 2023 to >30% in Dec 2025; CMS proposed 2027 ASC payments up 13.6%.

Product ecosystem and clinical evidence

• Integrated ecosystem combines implant systems, efficient instruments, surgeon collaboration, specialized support and ProVoyance enabling technology.

• InSet Glenoid design sits within a rim of bone, intended to improve fixation mechanics, placement reliability and surgical exposure.

• In long-term aTSA follow-up at mean 8.7 years, reported 100% implant survivorship, zero complications, loose implants or revisions, and 87% less rocking-horse motion.

• InSet stems support aTSA and rTSA heads across stemless, short- and long-stem options, aiming to simplify revision and conversion procedures.

• Full product portfolio supports procedures with two instrument trays versus as many as nine in the status quo, reducing implant footprint and capital outlay per procedure.

Technology and pipeline

• ProVoyance supports hands-on pre-operative planning; its Q3 2026 release added features and security upgrades and lays groundwork for InSet Clutch and InSet Neo.

• InSet Neo is a portable micro-robotic system designed for case-by-case deployment, minimal technique changes and compatibility with ProVoyance; FDA submission planned for H1 2027.

• 2026 launches included the N-22 humeral head, InSet Go glenoid, limited subscapularis-sparing technique release and new ProVoyance software.

• 2027 milestones include limited InSet Clutch launch in Q1, planned InSet Neo FDA submission in H1 and InSet One submission in 2027.

• Third-party collaborations extend development toward severe deformity, complex revision and soft-tissue procedures.