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NeuroPace(NPCE) - 2023 Q4 - Earnings Call Presentation
2024-03-06 07:12
N UVEI C O RP O RATIO N Shareholder Letter M ARC H 5 , 2024 Fourth Quarter and Full Year 2023 Fourth Quarter 2023 Financial Snapshot Total Combined leverage Revenue Growth Adj. EBITDA Margin(2) Volume(1)Growth ratio(2)(3) 46% 37.3% 53% 2.5x Y/Y +100 bps Q/Q ...
NeuroPace(NPCE) - 2023 Q4 - Annual Report
2024-03-06 06:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ 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 001-40337 NEUROPACE, INC. (Exact name of registrant as specified in its charter) Delaware 22-3550230 (State or Other Jurisd ...
NeuroPace(NPCE) - 2023 Q3 - Earnings Call Transcript
2023-11-07 10:44
财务数据和关键指标变化 - 第三季度总收入为1640万美元,同比增长47% [12][31] - 全年2023年收入指引上调至6250万-6350万美元,之前为5900万-6100万美元 [15][40] - 毛利率提升至74.5%,上一季度为72.5% [16][33] - 2023年全年毛利率预计为71%-73%,之前为70%-72% [16][40] - 第三季度现金消耗2.2百万美元,上一季度为4百万美元 [17][43] - 预计现有现金可支持公司运营至2026年 [18][43] 各条业务线数据和关键指标变化 - 初次植入手术收入是收入增长的主要驱动因素 [13][52][73] - 置换手术收入占总收入约3%,预计未来将成为增长动力 [14][79] - DIXI Medical产品销售收入贡献持续增加 [13][74] 各个市场数据和关键指标变化 - 现有综合性癫痫中心(CEC)客户的使用率和采用率提高 [13][52][73] - 正在开展社区医疗中心试点项目,已完成首例植入手术 [21][24][59][61] - 计划于2024年上半年全面推出社区医疗中心试点项目 [21][63] 公司战略和发展方向及行业竞争 - 公司正在努力扩大RNS系统的使用范围,包括增加现有医生和CEC的使用量,增加CEC和社区医疗中心的采用量,以及扩大适应症 [28][45][46] - 正在推进NAUTILUS临床试验,计划于2024年第一季度完成入组 [20][25] - 推出了新的平板远程监测设备和nSight数据管理系统,提高了系统的易用性 [26][27] - 公司有信心凭借收入增长、毛利率改善和运营费用管控,实现持续增长和盈利 [46][47] 管理层对经营环境和未来前景的评论 - 公司对未来保持乐观,认为有望持续增长并实现盈利 [45][46][47][93][94][95][96] - 认为RNS系统有望进一步扩大在药物难治性癫痫患者群体中的应用 [28][95][96] - 对社区医疗中心试点项目前景感到兴奋,相信可以进一步扩大RNS系统的覆盖范围 [21][24][63][94] 问答环节重要的提问和回答 问题1 **Vik Chopra 提问** 询问初次植入手术增长的驱动因素 [52] **Joel Becker 回答** 主要来自现有CEC客户的使用率和采用率提高 [53][54] 问题2 **Michael Polark 提问** 询问社区医疗中心试点项目的患者选择标准和支持措施 [59] **Joel Becker 回答** 对于可在社区完成一期监测的局灶性患者,可在社区医疗中心进行治疗;对于更复杂的患者,仍需转诊至4级CEC [61][62][63] 公司正在为社区医疗中心提供支持,帮助他们识别合适的患者并建立转诊渠道 [63][64] 问题3 **Frank Takkinen 提问** 询问初次植入手术增长的具体驱动因素 [72] **Joel Becker 回答** 主要来自现有CEC客户的使用率和采用率提高,以及DIXI Medical产品带来的渠道优势 [73][74]
NeuroPace(NPCE) - 2023 Q3 - Earnings Call Presentation
2023-11-07 06:25
Investor Presentation November 2023 1 Disclaimer Inadditiontobackgroundandhistoricalinformation,thispresentationcontains“forward-lookingstatements”basedonNeuroPace’scurrentexpectations,estimates,forecasts and beliefs, including financial results for the third quarter ended September 30, 2023, information about NeuroPace's market opportunity, growth drivers and market penetration, commercial strategy, future pipeline, estimates of market opportunity and forecasts of market and revenue growth, indication and ...
NeuroPace(NPCE) - 2023 Q3 - Quarterly Report
2023-11-07 05:55
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 transition period from to Commission File Number 001-40337 NEUROPACE, INC. (Exact name of registrant as specified in its charter) Delaware 22-3550230 (State or other jurisdiction of ...
NeuroPace(NPCE) - 2023 Q2 - Earnings Call Transcript
2023-08-11 22:17
NeuroPace, Inc. (NASDAQ:NPCE) Q2 2023 Earnings Conference Call August 8, 2023 4:30 PM ET Company Participants Irina Ridley - Chief Legal Officer and Head of Investor Relations Joel Becker - Chief Executive Officer Rebecca Kuhn - Chief Financial Officer Conference Call Participants Frank Takkinen - Lake Street Capital Markets Paige Chamberlain - Wolfe Research Operator Good afternoon and welcome to NeuroPace's Second Quarter 2023 Earnings Conference Call. As a reminder, this conference is being recorded. I ...
NeuroPace(NPCE) - 2023 Q2 - Earnings Call Presentation
2023-08-11 21:23
NeuroPace Reports Second Quarter 2023 Financial Results and Increases Full Year 2023 Revenue Guidance August 8, 2023 at 4:03 PM EDT Second quarter 2023 revenue of $16.5 million increased 62% year-over-year Full-year revenue guidance increased to $59-$61 million, up from $52-54 million Cash burn reduced to $4 million in the second quarter of 2023, relative to $9.8 million in the first quarter of 2023 MOUNTAIN VIEW, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- NeuroPace, Inc. (Nasdaq: NPCE), a commercial-stage m ...
NeuroPace(NPCE) - 2023 Q2 - Quarterly Report
2023-08-09 04:56
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 transition period from to Commission File Number 001-40337 NEUROPACE, INC. (Exact name of registrant as specified in its charter) Delaware 22-3550230 (State or other jurisdiction of (I.R ...
NeuroPace(NPCE) - 2023 Q1 - Earnings Call Transcript
2023-05-07 19:42
NeuroPace, Inc. (NASDAQ:NPCE) Q1 2023 Earnings Conference Call May 4, 2023 4:30 PM ET Company Participants Trip Taylor - Gilmartin Group Michael Favet - President & Chief Executive Officer, NeuroPace, Inc. Rebecca Kuhn - Chief Financial Officer & Vice President, NeuroPace, Inc. Conference Call Participants Rohan - JP Morgan Frank Takkinen - Lake Street Capital Markets Michael Polark - Wolfe Research Operator Good afternoon, and welcome to NeuroPace's First Quarter Earnings Conference Call. At this time, ...
NeuroPace(NPCE) - 2023 Q1 - Quarterly Report
2023-05-05 05:04
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For transition period from to Commission File Number 001-40337 NEUROPACE, INC. (Exact name of registrant as specified in its charter) Delaware 22-3550230 (State or other jurisdiction of (I. ...