Core Insights - Apyx Medical Corporation specializes in advanced energy solutions for surgical and medical applications, aiming to improve surgical outcomes in a competitive landscape with peers like Crinetics Pharmaceuticals, IDEAYA Biosciences, Harrow Health, Evelo Biosciences, and IRadimed Corporation [1] Financial Metrics - Apyx Medical's Return on Invested Capital (ROIC) is -26.00%, significantly lower than its Weighted Average Cost of Capital (WACC) of 11.53%, indicating inefficiency in capital utilization [2] - The ROIC to WACC ratio for Apyx is -2.26, further emphasizing its inability to generate sufficient returns to cover its cost of capital [2] - Crinetics Pharmaceuticals has a ROIC of -34.46% and a WACC of 4.90%, resulting in a ROIC to WACC ratio of -7.04, indicating similar struggles in capital efficiency [3] - IDEAYA Biosciences shows a ROIC of -38.96% against a WACC of 4.52%, leading to a ratio of -8.61, reflecting its challenges in generating returns above its cost of capital [3] - Harrow Health has a ROIC of 4.90% and a WACC of 5.87%, resulting in a ROIC to WACC ratio of 0.83, indicating returns just below its cost of capital [4] - Evelo Biosciences has a severely negative ROIC of -201.37% compared to its WACC of 9.04%, with a ratio of -22.28, showcasing extreme inefficiency [4] - IRadimed Corporation stands out with a ROIC of 19.35% and a WACC of 8.44%, resulting in a ROIC to WACC ratio of 2.29, indicating effective capital utilization and strong returns above its cost of capital [5]

Summary of Apex Medical Conference Call Company Overview - **Company**: Apex Medical - **Industry**: Medical Technology, specifically in surgical aesthetics - **Specialization**: Helium plasma energy solutions for minimally invasive cosmetic and surgical procedures [2][3] Core Insights and Arguments - **Market Leadership**: Apex Medical is positioned as a leader in surgical technologies for minimally invasive aesthetic procedures, particularly with their FDA-approved device, Renuvion, for treating loose and lax skin [4][5] - **Impact of GLP-1 Drugs**: The aesthetic market has significantly changed due to the introduction of GLP-1 drugs, which are projected to become a $100 billion market by 2030. Nearly 63% of GLP-1 users are new to aesthetic treatments, indicating a growing customer base for aesthetic procedures [5][6] - **Procedure Trends**: There has been a decline in liposuction procedures (down 10%), while surgical lifts have increased by over 20%. This trend aligns with the need for surgical interventions as patients lose weight and experience skin laxity [6][7] - **Patient Behavior**: 57% of patients seek treatment within six months after reaching their ideal weight, indicating a strong demand for surgical interventions post-weight loss [8][9] Financial Performance and Market Potential - **Revenue**: Apex Medical generated approximately $50 million in revenue last year, operating in a market valued at around $10 billion [11] - **Single-Use Handpieces**: The company sold 93,000 single-use handpieces, with an average selling price (ASP) of $500, marking a 14% growth in this segment [12] - **Cost Management**: The company aims to reduce operating costs to below $40 million this year, down from $53 million in 2023, to achieve profitability [25][26] Product Development and Launch - **AON Body Contouring System**: The AON system, approved in May, is set to launch commercially in September. It consolidates multiple technologies into one platform, enhancing efficiency and safety in surgical procedures [18][19] - **Ultrasonic Technology**: The AON system features advanced ultrasonic technology (LIFT technology) that improves fat emulsification speed and safety compared to existing technologies [20][21] Marketing and Consumer Engagement - **Direct-to-Consumer (DTC) Strategy**: Apex Medical is enhancing its DTC marketing for Renuvion to educate consumers about skin laxity treatment options, while focusing on B2B strategies for AON [22] - **Awards and Recognition**: Renuvion recently won the Best Minimally Invasive Skin Tightener award, highlighting its significance in the beauty market [22] Global Presence and Future Plans - **International Operations**: The company has R&D and manufacturing facilities in the U.S. and Bulgaria, with a joint venture in China, where it has recently begun commercial operations [23][24] - **Future Focus**: Apex Medical plans to expand the adoption of Renuvion and continue developing AON for international markets, emphasizing evidence-based medicine and clinical research [27][28] Additional Insights - **Surgeon Partnerships**: The company focuses on building partnerships with plastic surgeons, aiming to support their practices and improve patient outcomes [30][31] - **Market Trends**: The rise of GLP-1 drugs is expected to influence aesthetic treatment trends globally, with increasing accessibility in markets like Brazil [33]

Apyx Medical (APYX) Q2 2025 Earnings Call August 07, 2025 04:30 PM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to the Apyx Medical Second Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Thursday, 08/07/2025. I would now like to turn the conference over to Jeremy Feffert, LifeSci Advisors.Please go ahead.Speaker1Thank you and welcome ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-31885 APYX MEDICAL CORPORATION (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES ...

Core Points - Apyx Medical Corporation granted a nonstatutory stock option to John Featherstone, Vice President of North American Sales, for 100,000 shares as an inducement for employment [1][2] - The stock option has an exercise price of $1.85, which is the closing price of Apyx Medical's common stock on the grant date [2] - The stock option vests over a four-year period, with 25% vesting on the first anniversary and the remainder vesting annually, contingent on continued employment [2] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, focusing on innovative products such as the Helium Plasma Platform Technology, marketed as Renuvion and AYON Body Contouring System in the cosmetic surgery market, and J-Plasma in the hospital surgical market [3] - Renuvion and J-Plasma provide surgeons with the ability to deliver controlled heat to tissue, supported by over 90 clinical documents [3] - The company also engages in OEM agreements with other medical device manufacturers, leveraging its expertise in unique waveforms [3]

• Management to host a conference call today at 4:30 p.m. ET CLEARWATER, FL — August 7, 2025 - Apyx Medical Corporation (NASDAQ:APYX) ("Apyx Medical;" the "Company"), the manufacturer of a proprietary helium plasma and radiofrequency platform technology marketed and sold as Renuvion® and the AYON Body Contouring System™ (AYON), today reported financial results for its quarter ended June 30, 2025. Recent Financial and Operating Highlights: "Building on the growing success of Renuvion in the U.S., we recently ...

Company Overview - Apyx Medical Corporation specializes in advanced energy technology, focusing on innovative products such as Renuvion® and the AYON Body Contouring System™ for the cosmetic surgery market, as well as J-Plasma® for the hospital surgical market [3] - The company's technologies provide surgeons with the ability to deliver controlled heat to tissue, supported by over 90 clinical publications [3] Upcoming Events - Management will participate in the Canaccord Genuity 45th Annual Growth Conference on August 12, 2025, in Boston, MA [1] - The President and CEO, Charlie Goodwin, along with CFO, Matt Hill, will engage in a fireside chat at 4:00 PM ET and will hold one-on-one meetings with investors throughout the day [2] Investor Relations - For further inquiries, the investor relations contact is Jeremy Feffer, Managing Director at LifeSci Advisors, reachable at 212-915-2568 or via email [4]

Strong clinical interest and early procedures completed Entered into distribution agreement with GlamMoon, a division of BeauCare Clinics Investment Co., Ltd. post-initial market clearance Founded in 2013, BCC is a leading platform company in China's medical aesthetics industry with businesses spanning medical services, supply chain and digital innovation. In medical services, BCC invests, controls, and operates over 60 medical aesthetics hospitals and clinics across 15 cities nationwide. It is the largest ...

Core Viewpoint - Apyx Medical Corporation will release its financial results for Q2 of fiscal year 2025 on August 7, 2025, after market close [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 4:30 p.m. Eastern Time on the same day [2] - Interested parties can join the call by dialing 800-717-1738 or 646-307-1865 for international callers, using access code 35370 [2] - A live webcast of the call will be available on the company's website and will be archived for future reference [2] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, focusing on innovative products like Renuvion and the AYON Body Contouring System™ [3] - The company’s Helium Plasma Platform Technology is utilized in both cosmetic surgery and hospital surgical markets, providing surgeons with controlled heat to achieve desired results [3] - The effectiveness of Renuvion and J-Plasma is supported by over 90 clinical publications, showcasing the company's commitment to clinical validation [3] - Apyx Medical also engages in OEM agreements with other medical device manufacturers, leveraging its expertise in unique waveforms [3]

Core Insights - Apyx Medical Corporation is showcasing its Renuvion technology at Miami Swim Week, emphasizing real patient transformations and the empowerment of individuals through body contouring solutions [1][2][3] Company Overview - Apyx Medical Corporation specializes in advanced energy technology, particularly its Helium Plasma Platform Technology, marketed as Renuvion, and the AYON Body Contouring System™ [5] - The company provides innovative products that enable surgeons to deliver controlled heat to tissue, supported by over 90 clinical documents [5] Product Highlights - Renuvion combines helium plasma and radiofrequency energy to achieve tissue contraction and collagen remodeling, making it a trusted tool for plastic surgeons globally [3] - The technology addresses loose skin concerns, which affect millions, offering a solution with minimal downtime [2][3] Marketing and Branding - The company aims to redefine beauty standards by highlighting real patient journeys and encouraging self-acceptance through its marketing efforts at major cultural events [3] - Apyx Medical's mission extends beyond aesthetics, focusing on restoring confidence to individuals struggling with loose skin [3]