Paragon 28, Inc. (FNA) , a leading innovator in orthopedic solutions, has unveiled its latest breakthrough — the Grappler R3INFORCE Extraosseous Repair System.This system is set to advance syndesmotic injury repair, marking significant progress for Paragon 28 in terms of improving patient outcomes.Addressing Syndesmotic InstabilityThe Grappler R3INFORCE System is specifically designed to restore stability to the anterior and posterior ligaments surrounding the ankle during fibula fracture repairs and high a ...

股价表现 - Paragon 28, Inc. (FNA)股价在最近一个交易日上涨了16.2%，收盘价为$11.91，这可能是由于交易量较大，交易的股票数量比一般交易日要多[1] - Paragon 28的股价上涨受到投资者乐观情绪的推动，公司最近宣布了2023年第四季度业绩，其中营收同比增长了17.6%，国际收入同比增长了43.1%，公司各个足踝部门都实现了稳健平衡的增长[2] 季度预期 - 预计该公司在即将发布的季度报告中每股亏损$0.11，与去年同期相比没有变化，预计营收为$58.89百万美元，同比增长13.2%[3]

1 4Q and Full Year 2023 Update February 29, 2024 Forward Looking Statements Except for the historical information contained herein, the matters set forth in this presentation are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including, but not limited to: Paragon 28's potential to shape a better future for foot and ankle patients and its estimated net revenue for full year 2024. You are cautioned not to place undue reli ...

Paragon 28, Inc. (NYSE:FNA) Q4 2023 Earnings Conference Call February 29, 2024 4:30 PM ET Company Participants Matthew Brinckman - Senior Vice President, Strategy and IR Albert DaCosta - Chairman and CEO Steve Deitsch - Chief Financial Officer Conference Call Participants Matthew O'Brien - Piper Sandler Craig Bijou - Bank of America George Sellers - Stephens, Inc. Dave Turkaly - Citizens Bank Mike Matson - Needham & Company Caitlin Cronin - Canaccord Genuity Justin Lin - William Blair Operator Good afternoo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40902 Paragon 28, Inc. (Exact name of Registrant as specified in its Charter) Delaware 27-3170186 (State or other jurisdiction of (I. ...

财务数据和关键指标变化 - 第三季度2023年全球收入为52.8百万美元,同比增长14.7%和14.5%(报告和不变汇率) [29] - 前9个月2023年全球收入为155.8百万美元,同比增长20%和21%(报告和不变汇率) [13] - 第三季度毛利率为80.3%,比去年同期下降约1个百分点,主要由于增加了库存准备金 [31] - 第三季度调整后EBITDA亏损1.2百万美元,同比改善54.1% [31] - 前9个月调整后EBITDA亏损5.2百万美元,同比改善42.4% [31] 各条业务线数据和关键指标变化 - 公司的五大足踝细分市场均实现了有意义的收入增长 [13] - 美国收入为44.6百万美元,同比增长11.5%,环比增加2.5百万美元 [29] - 国际收入为8.2百万美元,同比增长36.2%和34.7%(报告和不变汇率) [29] 各个市场数据和关键指标变化 - 美国生产性销售代表人数增加近20%至257人,客户数增加9%至2,061家 [15][16] - 新老销售代表和客户均实现良好的同比收入增长 [16] 公司战略和发展方向及行业竞争 - 公司专注于足踝市场,认为这是一个增长潜力巨大的细分市场 [23][26] - 公司计划每年推出5-10款新产品,2023年已推出6款新产品 [19][20] - 公司有20多个在研项目,未来几个季度和更长期内还有多个重大新品发布计划 [21] - 公司认为竞争是好事,能推动整个行业不断进步,公司的独特优势在于对足踝市场的专注和对改善手术结果的执着追求 [75][77][78][81] 管理层对经营环境和未来前景的评论 - 公司对足踝市场前景保持乐观,认为有望实现高于市场的增长 [23][26] - 管理层预计供应链问题将在2023年第四季度进一步改善 [97][98] - 管理层有信心公司将在2024年实现调整后EBITDA和经营现金流正转 [33][38][39][40][41] 问答环节重要的提问和回答 问题1 **Matthew O'Brien 提问** 询问第三季度业绩亮眼的原因,包括生产力和供应链的改善情况 [49][50][51][52][53][54][55] **Albert DaCosta 和 Steve Deitsch 回答** 回应了新产品发布、供应链改善以及医疗教育计划的推进等因素 [50][51][52][53][54][55] 问题2 **Craig Bijou 提问** 询问国际业务的市场机会和增长可持续性 [63][64][65][66][67][68][69][70][71][72][73] **Albert DaCosta 和 Steve Deitsch 回答** 介绍了公司在不同国家市场的定制化策略、全球化布局的重要性以及未来增长空间 [64][65][66][67][68][69][70][71][72][73] 问题3 **George Sellers 提问** 询问公司未来产品管线的情况,包括细分市场覆盖、是否为现有产品线扩展等 [104][105][106][107][108][109][110] **Albert DaCosta 回答** 介绍了包括Smart 28在内的多个重要新产品即将推出,涵盖足踝手术的各个细分领域,部分产品已进入监管审批阶段 [106][107][108][109][110]

全球净收入 - 3Q：52.8百万美元（+14.7% reported; +14.5% CC）[1] - YTD：155.8百万美元（+20.0% reported; +20.6% CC）[1] - 2023净收入指引：2.14亿美元至2.18亿美元（+19% reported / +20% CC at midpoint）[1] 美国净收入 - 3Q：44.6百万美元（+11.5% reported）[2] - YTD：131.8百万美元（+16.9% reported）[2] 国际净收入 - 3Q：8.2百万美元（+36.2% reported; +34.7% CC）[3] - YTD：24.0百万美元（+40.6% reported; +45.3% CC）[3] 业绩展望 - 美国生产销售代表数量同比增长17.9%至257人[4] - 美国外科医生客户同比增长9.4%至创纪录的2,061人[5] - 3Q 2023年度调整后EBITDA同比增长54%，从-2.7百万美元增至-1.2百万美元；预计2024年实现年度正EBITDA[6] 融资与产品 - 宣布与Ares Capital签署1.5亿美元信贷协议；3Q 2023年度后形成流动性为1.47亿美元，包括97百万美元现金[7] - 获得IDE批准，开始对SMART Total Talus™ System配置进行可行性研究，与Paragon 28® APEX 3D™ Total Ankle Replacement System一起使用[8] - 3Q 2023年度内推出两款产品：BEAST Cortical Fiber和JAWS Great White Staple[9] 市场趋势 - 脚踝手术中商业支付占比超过75%，相比膝盖和髋部手术的60%和62%更高[10] - 超过90%的脚踝关节炎病例与体重无关，而膝盖和髋部关节炎病例中只有18%和35%与体重无关[11] - 脚踝手术可能受到一定BMI阈值限制的影响，肥胖患者接受胃旁路手术后可能会维持或增加脚部病变[12]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40902 Paragon 28, Inc. (Exact name of registrant as specified in its charter) Delaware 27-3170186 (State or other jurisdictio ...

Paragon 28, Inc. (NYSE:FNA) Q2 2023 Earnings Conference Call August 3, 2023 4:30 PM ET Company Participants Matt Brinckman - SVP, Strategy and IR Albert DaCosta - Chairman and CEO Stephen Deitsch - CFO Conference Call Participants Craig Bijou - Bank of America Mike Matson - Needham & Company Matthew O'Brien - Piper Sandler Neil Chatterji - B. Riley Dave Turkaly - JMP Securities Kyle Rose - Canaccord George Sellers - Stephens Inc. Operator Good afternoon, and welcome to Paragon 28's Second Quarter 2023 Earni ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40902 Paragon 28, Inc. (Exact name of registrant as specified in its charter) Delaware 27-3170186 (State or other jurisdiction of ...