Aurora Spine (ASG) Lytham Partners Spring 2026 Investor Conference summary

Proprietary Product Innovation and Clinical Impact

• Proprietary platforms like ZIP, SiLO TFX, DEXA-C, Hydra A.E.R.O., and DEXA-L simplify complex spine procedures and address various spinal conditions.

• ZIP device reduces operating room time by 36%, blood loss by 69%, and shortens hospital stays, with over 10,000 implants placed; it is FDA cleared and in a multicenter study with data release expected soon.

• SiLO product line targets the $2.5 billion SI joint fusion market, generating over $8.2 million in revenue and projected to grow from $3.2M in 2022 to $8.2M in 2025.

• DEXA technology enables patient-specific implants matched to bone density, minimizing subsidence and improving outcomes.

• HYDRA AiRO and DEXA-L products are set for launch in 2H 2025, expanding the cervical and lumbar portfolio.

Market Trends and Procedural Evolution

• Shift in spine care from ortho-neurosurgeons to interventional spine physicians, broadening patient access.

• Simplified SI fusion techniques reduce procedural risk and post-op discomfort, expanding adoption among interventional physicians.

• Addressing bone density opens treatment to previously underserved populations, especially those with osteoporosis.

Portfolio Expansion, Biologics Integration, and Intellectual Property

• Launch of a proprietary biologics division in 2025, enabling pairing of biologics with implants for comprehensive procedural solutions and enhanced margins.

• Strong patent portfolio with 12 patents issued (10 US, 2 pending), covering dynamic and non-dynamic interspinous fusion and bone growth stimulation systems.

• New product extensions planned for the second half of 2026, with further details to be shared in future calls.