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Treace Medical Concepts
Treace Medical Concepts (TMCI) investor relations material
Treace Medical Concepts 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary14 Jan, 2026
Strategic direction and market positioning
Expanded from a single Lapiplasty technology to a comprehensive 3D bunion solutions portfolio, targeting all four classes of bunion deformities with advanced systems.
Now serves over 3,300 surgeon customers, achieving a 21% CAGR in surgeon user growth over five years and nearly 8% market penetration in 2025.
Focused on increasing wallet share by addressing the remaining 75% of customers' bunion-related cases with new technologies.
Maintains a direct sales force for about 70-75% of revenue, with targeted expansion in key territories and ongoing recruitment of experienced reps.
Strategy includes adding complementary technologies and expanding into adjacent procedures to further penetrate the $5B+ U.S. bunion market.
Product innovation and clinical outcomes
Launched Nanoplasty and Percuplasty 3D MIS systems, Speed MTP, and Micro-Lapiplasty, targeting high-volume osteotomy and MTP fusion segments.
Lapiplasty Lightning, a next-generation platform, aims for faster, more accurate procedures and broader surgeon appeal, with full commercialization expected by end of 2026.
Peer-reviewed four-year interim results from the ALIGN3D study showed 81% pain reduction and low recurrence rates at 48 months, reinforcing Lapiplasty as the gold standard.
IntelliGuide PSI platform offers personalized, preoperative planning and patient-specific cut guides for complex cases.
New biologics and fixation products, such as Percuplasty SuperBite, are being added to support core procedures.
Market trends, opportunity, and adoption
Estimated 67 million US adults affected by bunions, with 4.4 million seeking treatment annually and 1.1 million surgical candidates.
Bunion market remains under-penetrated, with only half of surgical candidates opting for surgery due to concerns over pain and recovery.
Surgeons are rapidly adopting new MIS technologies, with hundreds of first-time users enabled in 2025 and strong positive feedback.
MIS procedures currently represent 10-15% of osteotomies but are expected to grow as learning curves decrease and outcomes improve.
56% of bunion patients would be more interested in surgery if offered a minimally invasive option.
How will sales force expansion boost market penetration?
What specific "technology-enabled efficiencies" drive profitability?
How will 2026 innovations extend market leadership?
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Next Treace Medical Concepts earnings date
Q4 202526 Feb, 2026
Treace Medical Concepts
Next Treace Medical Concepts earnings date
Q4 202526 Feb, 2026
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Frequently asked questions
Treace Medical Concepts Inc. is a medical technology company focused on developing and commercializing surgical solutions for the treatment of bunion deformities. The company's flagship product, the Lapiplasty 3D Bunion Correction System, is designed to address the root cause of bunions by realigning bones in three dimensions. Treace Medical aims to improve surgical outcomes and reduce recurrence rates for patients suffering from bunions. The company is headquartered in Ponte Vedra, Florida, and its shares are listed on the NASDAQ.
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