Core Insights - The sixth batch of centralized procurement for high-value medical consumables in China was conducted, involving 12 types of medical consumables, with 496 products from 227 companies bidding, and 440 products from 202 companies winning the bid [2][3] Drug-Coated Balloon Market - Drug-coated balloons (DCBs) are now included in the procurement, which helps improve the treatment of vascular stenosis by expanding blood vessels and releasing medication [2] - The market for DCBs has seen significant growth, with usage increasing from 7,500 units in 2016 to 290,000 units in 2021, and is projected to reach 1,000,000 units by 2025 [2] - The market size for DCBs reached 2.01 billion yuan in 2021 and is expected to grow to 5.933 billion yuan by 2030 [2] Competitive Landscape - The DCB market was previously dominated by three companies: Liaoning Yinyi Biological (41.5% market share), Beigang (27.1%), and Lepu Medical (10.4%) in 2021 [3] - The annual demand for coronary DCBs is 614,800 units, indicating a strong market for cardiovascular intervention treatments [3] - Domestic companies are gaining a larger share of the market, with Liaoning Yinyi Biological leading in demand at 113,000 units [3] Procurement Details - The procurement process aims to stabilize clinical use, ensure quality, and prevent price undercutting [5] - The procurement includes a competitive grouping based on demand and supply capabilities, ensuring that high-quality products are selected [5] - Special product functionalities are considered in the procurement process, allowing for differentiated pricing based on clinical value [5] Urological Intervention Consumables - The procurement also included urological intervention consumables, which had previously been a "blank area" in centralized procurement [4] - A total of 454 products from 195 companies bid, with 398 products from 170 companies winning the bid [4] - The inclusion of specialized products like drug-coated balloons and pressure measurement catheters meets specific clinical needs [4]

Core Viewpoint - AngioDynamics has undergone a significant transformation over the past five years, shifting from a focus on interventional radiology to a more scientifically-driven portfolio aimed at larger, addressable markets [3]. Company Transformation - The company started as an interventional radiology-based entity in upstate New York, building a strong legacy within that community [3]. - Over the last five years, AngioDynamics has focused on refreshing its portfolio, which included three divestitures to exit certain markets [4].

AVITA Medical®, Inc | Cary Vance, Interim CEO J.P. Morgan Healthcare Conference (ASX: AVH, NASDAQ: RCEL) Forward-Looking Statements & Legal Disclaimers This presentation and the accompanying oral commentary may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are predictions and subject to significant risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Forward-looking stat ...

Summary of Pulse Biosciences FY Conference Call Company Overview - **Company**: Pulse Biosciences (NasdaqCM:PLSE) - **CEO**: Paul LaViolette - **Focus**: Nanosecond pulse field ablation (nsPFA) technology for medical applications Key Industry Insights - **Market Dynamics**: Pulse Biosciences is positioned to capitalize on the growing interest in pulsed field ablation (PFA) technology, which is gaining traction in various clinical markets [3][32] - **Addressable Market**: The initial addressable market for nsPFA is estimated at **$6 billion**, with potential for expansion as the technology is adopted internationally [9][32] Core Technology and Advantages - **nsPFA Technology**: nsPFA delivers energy in billionths of a second, offering a non-thermal method for tissue ablation, which reduces side effects compared to traditional thermal methods [11][12] - **Clinical and Technical Advantages**: nsPFA allows for regulated cell death without damaging surrounding tissues, leading to improved patient outcomes and workflow efficiencies for physicians [13][19] - **Intellectual Property**: The company has increased its IP portfolio by **144 patents**, enhancing its competitive edge and making replication of the technology difficult for competitors [14] Market Opportunities 1. **Electrophysiology (EP) Ablation Market**: - Atrial fibrillation (AF) is the most common arrhythmia, with low current ablation penetration rates [14][15] - nsPFA has shown rapid adoption in this market, with significant improvements in lesion quality and procedure speed [16][17] - The company has treated over **150 patients** and is preparing to present efficacy data at the Boston AF Symposium [20] 2. **Cardiac Surgery Market**: - nsPFA aims to improve AF treatment during cardiac surgeries, where current methods are underutilized due to reliability concerns [21][22] - The company has received breakthrough designation and IDE approval for this application, with ongoing patient enrollment [22] 3. **Benign Thyroid Market**: - Pulse Biosciences is creating a new market for interventional thyroid management, addressing the needs of **250,000 patients** diagnosed annually with benign thyroid nodules [24][25] - The procedure is minimally invasive, with significant patient benefits, including rapid symptom relief and preservation of thyroid function [26][27] Financial Snapshot - **Cash Position**: Ended 2025 with **$81 million** in cash, with a burn rate of approximately **$13 million** in Q3 and **$14 million** in Q4 [6][7] - **Revenue Generation**: Initiated revenue from the commercialization of the Vibrance platform for treating benign thyroid nodules [7] Strategic Goals for 2026 - **Clinical Trials**: Plans to enroll patients in IDE studies for cardiac surgery and EP ablation, with expected completion by the end of 2026 [31] - **Market Expansion**: Focus on building evidence and expanding into additional markets, including oncology-related applications [32] - **Commercialization**: Pilot commercialization of thyroid treatments is underway, with plans to convert pilot sites to commercial status by the end of January [28][29] Conclusion - Pulse Biosciences is positioned for significant growth in the medical device industry through its innovative nsPFA technology, with a strong focus on clinical evidence, market expansion, and strategic partnerships to enhance its competitive advantage [32]

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Core Message - NeuroPace aims to transform the lives of individuals suffering from epilepsy by reducing or eliminating debilitating seizures, which is central to the company's mission and decision-making process [3]. Company Overview - NeuroPace is represented by CEO Joel Becker, who emphasizes the company's commitment to patients and clinicians involved in epilepsy care [2][3]. - The company is led by a strong team dedicated to its mission and operational goals [4].

In peripheral arterial disease (PAD), Clemmer highlighted Auryon, a laser-based atherectomy platform launched in September 2020. He said the product grew from zero revenue at launch to “well over $60 million” of revenue this year, driven by organic growth and share gains against five established competitors. Clemmer attributed adoption to the product’s ability to use laser energy via disposable catheters to address calcification and plaque above and below the knee and to treat in-stent restenosis.Clemmer sa ...

NeuroPace FY Conference Summary Company Overview - **Company**: NeuroPace (NasdaqGM: NPCE) - **Industry**: Medical Technology, specifically focused on epilepsy treatment through neurostimulation Key Highlights 1. **Mission Statement**: NeuroPace aims to transform the lives of people suffering from epilepsy by reducing or eliminating debilitating seizures, demonstrating a strong commitment to patients and clinicians [2][3] 2. **Strategic Positioning**: The company is well-positioned for growth with strong fundamentals, best-in-class technology, and a significant market opportunity in the neurostimulation space for drug-resistant epilepsy [3][4] 3. **Revenue Milestone**: NeuroPace achieved $100 million in revenue for the first time, marking a significant milestone with a 25% year-on-year growth for 2025 [5][6] 4. **Core Technology**: The RNS System is a unique cranial implant that continuously monitors and tailors therapy based on individual patient needs, leading to improved outcomes over time [4][11] 5. **Market Opportunity**: The total addressable market (TAM) for drug-resistant epilepsy is estimated to exceed $3 billion, with approximately 1.2 million patients in the U.S. suffering from drug-resistant epilepsy [5][11] Financial Performance 1. **2025 Results**: - Total revenue: $100 million - Core RNS revenue: $81.7 million, also reflecting a 25% growth [5][6] - Gross margins: 77.2% for the year [6] 2. **2026 Guidance**: Projected revenue of $98-$100 million with RNS revenue growth of $20-$22 million and gross margins between 81% and 82% [10][45] Growth Strategy 1. **Indication Expansion**: Plans to expand indications for idiopathic generalized epilepsy and pediatric patients, with a focus on leveraging real-world data for growth [9][10] 2. **Product Development**: Development of AI tools to enhance therapy effectiveness and efficiency, including remote programming capabilities and next-generation hardware [10][20] 3. **Market Development**: Expansion into community centers and Level 3 epilepsy centers to increase access to RNS therapy [35][36] Clinical Insights 1. **Patient Outcomes**: The RNS System has shown up to 82% median seizure reduction at three years, with best-in-class data supporting its efficacy [15][16] 2. **Unique Dataset**: NeuroPace has amassed over 24 million individualized EEG recordings, which will be utilized to develop AI algorithms for personalized therapy [17][18] Competitive Landscape 1. **Generalized Epilepsy Market**: There are currently no FDA-approved devices for drug-resistant idiopathic generalized epilepsy, presenting a significant opportunity for NeuroPace [41][42] 2. **Strategic Partnerships**: Collaborations with pharma and biotech companies to monitor biomarker responses in clinical trials, enhancing the value of the RNS device [43][44] Conclusion - NeuroPace is positioned for strong growth with a focus on expanding its market presence, enhancing its technology, and improving patient outcomes through innovative solutions in epilepsy treatment. The company is optimistic about its future, with a robust strategy in place for 2026 and beyond [49][50]

Market Opportunity & Prevalence - The prevalence-based market opportunity for Barostim is estimated at $10.5 billion in the U S HFrEF market[8, 9] - Heart failure affects nearly 6.7 million adults in the U S [10] - The company is less than 1% penetrated into its addressable market[36] Clinical Efficacy & Safety - Barostim implantation has a 97% freedom from major complications rate[54, 56] - Barostim shows a clinically relevant 94% response rate[58] - Real-world evidence demonstrates an 85% relative reduction in hospital visits per year post-Barostim implant (average 1 92 years) compared to pre-implant (12 months)[67, 68] Financial Performance & Guidance - Preliminary Q4 2025 worldwide revenue is $15 9–$16 1 million[104] - Preliminary 2025 worldwide revenue is $56 5–$56 7 million, with a gross margin of 84%-86%[104, 105] - The company expects total revenue between $63 0 million and $67 0 million for the full year of 2026[108] Growth Strategy - The company's strategy focuses on improving salesforce productivity, driving deep adoption in targeted centers, and addressing barriers to adoption[70, 71] - The company is focusing therapy awareness efforts on the clinicians and patients that surround targeted centers[84] - The company has received IDE approval for BENEFIT-HF, a potential landmark randomized controlled trial (RCT) in HF, with a trial size of 2,500 patients[94, 95]

This presentation and any documents incorporated by reference may contain market data that we obtain from industry sources. These sources do not guarantee the accuracy or completeness of the information. Although we believe that our industry sources are reliable, we do not independently verify the information. The market data may also include projections that are based on other projections. While we believe these assumptions and projections are reasonable and sound, as of the date hereof, actual results may ...