Shoulder Innovations (SI) Investor presentation summary

Market opportunity and industry trends

• Global annual shoulder arthroplasty market estimated at $2.8B, with strong growth expected, especially in outpatient and ASC settings.

• Shoulder pain is highly prevalent, affecting 1 in 5 people over 65 in the U.S., yet surgical treatments have historically been underutilized.

• Shoulder arthroplasty is one of the fastest-growing MedTech segments, with U.S. procedure growth outpacing other orthopedics.

• Market shift toward ASCs is accelerating, supported by favorable reimbursement and operational efficiencies.

Product innovation and clinical differentiation

• Developed the InSet Glenoid, a biomechanically advanced implant addressing glenoid loosening, a key complication in shoulder arthroplasty.

• InSet Glenoid demonstrates 100% implant survivorship and 87% reduction in "rocking horse" motion, with zero complications or revisions at 8.7 years follow-up.

• InSet stems are compatible across aTSA and rTSA, enabling seamless revision and conversion surgeries.

• ProVoyance 3D AI/ML-enabled platform enhances preoperative planning with patient-specific anatomical modeling.

• Capital-efficient instrument system reduces tray usage from up to 9 to just 2 per procedure, lowering costs and complexity.

Commercial strategy and growth drivers

• Integrated commercial approach targets ~1,800 high-volume surgeons, leveraging 27 specialized leaders and 41 independent distributors.

• Focus on surgeon education, relationship management, and proprietary business intelligence tools to drive adoption and retention.

• Multiple growth drivers include new indications (fracture, revision, metal sensitivity), international expansion, and adjacent markets like sports medicine.

• Strategic partnership with INS to launch a portable robotic platform integrated with ProVoyance, enhancing precision and workflow.