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Treace-JPM 2026 slides.pdf

上传人: 明**** 编号:1069783 2026-01-17 20页 4.04MB

1、144th Annual J.P.Morgan Healthcare Conference John T.Treace,CEO,Founder,ChairmanJanuary 14,2026Forward-looking Statements:This presentation and our Q&A session may include forward-looking statements subject to substantial risks and uncertainties that may cause actual results to differ materially fro

2、m those anticipated or implied by such forward-looking statements.We include forward-looking statements about,among other topics,our future results of operations and financial position,strategy and plans,industry environment,potential growth opportunities,and future product launches and operations.T

3、hese forward-looking statements are based on our current assumptions,expectations and projections about future events and trends and are subject to risks and uncertainties,many of which are beyond our control.Information about these risks and uncertainties can be found in the section entitled Risk F

4、actors in our filings with the SEC,including our 2024 Form 10-K as well as in our subsequent Form 10-Qs available at www.sec.gov and .Also,since we operate in a very competitive and rapidly changing environment,new risks emerge from time to time.It is not possible for our management to predict all r

5、isks or their impact on our business.The forward-looking events and circumstances discussed in this presentation and Q&A session may not occur,and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements.You should not rely upon forward

6、-looking statements as predictions of future events.The forward-looking statements in this presentation or during our Q&A session speak only as of their date,and we undertake no obligation to update or revise any of these statements.No representations or warranties(expressed or implied)are made abou

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1. **公司定位**:Treace Medical Concepts是专注于拇囊炎(bunion)手术治疗的医疗器械公司,拥有96项美国专利及84项待批专利。 2. **市场表现**:2025年 preliminary营收2.123亿-2.127亿美元(同比增长2%),约1/3美国足踝外科医生使用其系统。 3. **技术优势**:Lapiplasty®为3D拇囊炎矫正金标准,4年随访复发率仅0.8%(HVA>20°),81%患者疼痛减轻。 4. **产品管线**:覆盖轻至重度拇囊炎,包括Micro-Lapiplasty®、Percuplasty®(微创)等,2025年推出多款新产品。 5. **增长策略**:扩大销售团队(215名代表),加速2025-2026年手术量增长,目标5年活跃外科医生CAGR 21%。 6. **财务目标**:2025年Q4预计实现正调整后EBITDA(非GAAP),聚焦运营杠杆提升。
**市场增长动力?** **技术优势何在?** **盈利前景如何?**
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