SofWave Medical (SOFW) Jefferies London Healthcare Conference 2025 summary

Business performance and market trends

• Achieved 57% revenue growth in Q3 2025 and maintained a 69% CAGR since commercialization.

• Profitability reached with operating income of 9% in Q3 and net income over $1 million.

• US market accounts for 53% of revenue, APAC 31%, with further growth potential in Europe and Latin America.

• 40% of revenue is recurring, driven by high-margin pulses, supporting a robust business model.

• Sales and marketing, R&D, and G&A costs are declining as a percentage of revenue.

Technology and innovation

• Proprietary ultrasound technology delivers high efficacy for skin tightening and muscle regeneration.

• Device provides fast, non-invasive treatments with zero downtime and a unique safety profile.

• Ongoing R&D investment ensures steady product updates and new indications, reducing risk of obsolescence.

• New muscle stimulation device, Pure Impact VIP, is being rolled out, targeting muscle loss from GLP-1 use.

• Technology allows simultaneous treatment of six body areas, outperforming competitors.

Go-to-market strategy and brand awareness

• Direct sales in the US and UK, with expansion into Japan and plans for China.

• Digital marketing platform reduces acquisition costs and increases brand awareness.

• High engagement rates and strong Share of Voice in online searches, with 41% top search slot share.

• Organic celebrity endorsements and high Net Promoter Score (NPS) of 86-88%.

• Customer success programs and physician advocacy drive adoption and satisfaction.