SI-BONE (SIBN) Bank of America Global Healthcare Conference 2026 summary

Innovation and product development

• Launched INTRA Ti in Q1, targeting ASCs and interventional markets, with another Breakthrough Device expected to commercialize in Q4, expanding into large unmet needs in spine surgery.

• Entered an innovation super cycle, planning regular product launches over the next five years, focusing on compromised bone conditions like osteoporosis and osteopenia.

• Achieved 150,000 procedures, leveraging biomechanical and additive manufacturing expertise to address poor bone quality and expand into clinical adjacencies.

• New product filing for FDA clearance in Q3, aiming for Q4 commercialization, expected to drive growth from 2027 onward and complement existing Granite usage.

• Product pipeline aims to significantly expand TAM, especially in spine and pelvic fixation, with the market poised for substantial revenue growth.

Commercial expansion and partnerships

• Strategic partnership with Smith+Nephew enables broader trauma market penetration, leveraging their field force for TNT and TORQ distribution in Level 1 and 2 trauma centers.

• Targeting 100 commercial territories, with trauma representing a $300 million opportunity and accelerated penetration expected from 2027.

• Smith+Nephew partnership accelerates trauma opportunity, shifting from a slower hybrid model to rapid access and coverage at key trauma sites.

Physician engagement and adoption

• Achieved 21 consecutive quarters of double-digit physician growth, reaching over 1,650 active physicians in Q1, up 17% year-over-year.

• Focused on innovation, clinical data, health economics, and education to drive engagement, with significant runway remaining among spine surgeons, interventionalists, and trauma doctors.

• Strategy includes deepening relationships with existing physicians by offering more solutions per case and increasing ASP.