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Tactile Systems (TCMD) investor relations material

Tactile Systems Piper Sandler 37th Annual Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Piper Sandler 37th Annual Healthcare Conference summary2 Dec, 2025

Business performance and strategy

  • Achieved strong Q3 results with beats and raises in both lymphedema and airway clearance segments, supported by healthy business fundamentals and margin expansion.

  • Focused on improving access to care, product innovation, and maximizing lifetime value, with ongoing investments translating into business performance.

  • Transformation efforts are aimed at scaling and streamlining operations for future growth, with continued investment in infrastructure and technology.

Salesforce and CRM transformation

  • Implemented Salesforce CRM in February, enhancing sales team productivity with integrated analytics and market data.

  • Completed a major salesforce reset, consolidating territories and hiring over 300 sales reps ahead of schedule to drive revenue.

  • Current headcount is at target levels, with future additions only as needed for territory splits.

Reimbursement and regulatory landscape

  • Transitioned from LCD to NCD, initially a challenge but now becoming a tailwind as policy clarity improves.

  • Direct access to advanced pumps like Flexitouch is now possible, removing previous barriers and expected to benefit Q4 and beyond.

Head & Neck Lymphedema market capture?
NCD's impact on FlexiTouch access & ASP?
AffloVest next-gen competitive advantages?
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Frequently asked questions

Tactile Systems Technology, Inc., also known as Tactile Medical, develops and provides medical devices for the treatment of chronic diseases at home. The company specializes in advanced compression therapy solutions designed to manage conditions such as lymphedema and chronic venous insufficiency. Tactile Medical's products aim to improve patients' quality of life by promoting circulation, reducing swelling, and supporting disease management outside of clinical settings. The company is headquartered in Minneapolis, Minnesota, and its shares are listed on the NASDAQ.

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