Shoulder Innovations (SI) Jefferies London Healthcare Conference 2025 summary

Market overview and trends

• Operating in a $2.8 billion global shoulder arthroplasty market, with 70% of procedures now being reverse arthroplasty and most growth in the US.

• Market is growing at about 10% annually, with a major shift from hospitals to ambulatory surgery centers (ASCs) after CMS payment authorization in early 2024.

• Analogous to knee and hip procedures, the outpatient setting is expected to dominate future growth.

Product innovation and technology

• InSet Glenoid technology addresses implant loosening, a key issue in anatomic shoulder arthroplasty, with peer-reviewed studies showing 87% reduction in rocking horse motion and 100% survivorship up to nine years.

• ProVoyance AI-enabled preoperative planning platform allows surgeons to virtually plan surgeries, now used in nearly all procedures.

• Product ecosystem designed for capital efficiency, reducing instrument trays from 8-10 to just two, streamlining ASC logistics.

Clinical outcomes and procedural advantages

• Advanced implant systems and planning tools lead to improved patient outcomes, with ASES scores rising from the low 20s to the 90s.

• Transition from onlay to inlay reverse arthroplasty improves patient motion and allows easy conversion from anatomic to reverse procedures.

• All humeral fixation options provide consistent biomechanics, offering surgeons flexibility.