CLASSYS (A214150) Jefferies Global Healthcare Conference 2026 summary

Company overview and market positioning

• Transitioned from a dermatologist-founded startup to a global leader in medical aesthetics, headquartered in Seoul, South Korea.

• Operates two large manufacturing sites in Korea, producing all products in-house.

• Focuses on energy-based device (EBD) technologies, specifically HIFU, monopolar radiofrequency, and microneedling RF.

• Addresses a wide range of skin concerns for diverse age groups, with a holistic product portfolio.

• Holds the largest global install base with 45,000 units in over 80 countries.

Market trends and growth drivers

• The aesthetic EBD market is valued at $3.3 billion in 2024, projected to reach nearly $10 billion by 2030 at a 20% CAGR.

• Rising demand for non-invasive, painless treatments with no downtime, especially among younger consumers.

• EBD technologies are moving from elite practices to mass market, democratizing access.

• Social media and preventive anti-aging trends are fueling market expansion.

• Clinics seek profitable, repeatable treatments that are easily delegated to staff.

Product innovation and clinical outcomes

• Flagship products include Ultraformer MPT (skin lifting), Voluma/Everesse (monopolar RF), QUADESSY (microneedling RF), and Reepot (pigmentation removal).

• Ultraformer MPT to launch in the US in H1 next year; Reepot to launch in the US later this year.

• QUADESSY launched in the US in March, offering faster, more effective treatments.

• Proprietary technologies validated by clinical publications and supported by over 85 published clinical papers.

• Most products integrate consumables, driving recurring revenue.