| --- | --- | --- | --- | --- | |-------|-------|-------|-------|---------------------------------------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Driving Value to Dermatology Partners | | | | | | Matching Patients with Clinics | | | | | | | | | | | | Investor Presentation April 2022 • | December 2020 Safe Harbor Statement 2 This presentation includes "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995. These st ...

• December 2020 March 2022 Driving Value to Dermatology Partners Matching Patients with Clinics Investor Presentation Safe Harbor Statement 2 This presentation includes "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995. These statements include but are not limited to the Company's plans, objectives, expectations and intentions and may contain words such as "will," "may," "seeks," and "expects," that suggest future events or trends. These statements, the Company' ...

• December 2020 March 2022 Driving Value to Dermatology Partners Matching Patients with Clinics Investor Presentation Safe Harbor Statement 2 This presentation includes "forward-looking statements" within the meaning of the Securities Litigation Reform Act of 1995. These statements include but are not limited to the Company's plans, objectives, expectations and intentions and may contain words such as "will," "may," "seeks," and "expects," that suggest future events or trends. These statements, the Company' ...

| --- | --- | --- | --- | --- | |-------|---------------------------------------|---------------------------|-------|-------| | | | | | | | | | | | | | | | | | | | | | S e p t e m b e r 2 0 2 0 | | | | | | | | | | | Driving Value to Dermatology Partners | | | | | | | | | | | | | | | | | | | | | | Safe Harbor Statement This presentation includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 that are subject to risks, uncertainties and other factors. A ...

行业和公司概述: 1. 该公司是一家专注于皮肤科医疗设备的上市公司,主要产品是XTRAC 308纳米准分子激光系统 [1] 2. 公司在美国国内市场拥有约784台XTRAC设备,是该领域的主要参与者,与另一家竞争对手分享市场 [27] 3. 公司在韩国、日本等海外市场也有数百台XTRAC设备安装,是当地的行业标准 [15][16] 核心观点和论据: 1. 公司在2018年完成了财务重组,改善了资产负债表,为未来发展奠定了基础 [9] 2. 公司加大了对直接面向消费者(DTC)广告的投入,带动了新患者的增加,每年新增患者数量增长29% [10][11] 3. 公司通过"comeback"策略,将非生产性设备更换为新的生产性设备,提升了毛利率 [12] 4. 公司与私募股权支持的连锁皮肤科诊所合作,大幅增加了设备安装量 [13] 5. 公司在韩国和日本等海外市场推出了新的设备置换模式,未来将带来更多的经常性收入 [14][16] 6. 公司在技术方面也有所突破,推出了新一代XTRAC S3设备和多微剂量(MMD)技术,提升了治疗效果 [17][18] 其他重要内容: 1. 公司2018年全年净亏损400万美元,较2017年的2150万美元大幅改善 [28] 2. 公司2019年第三季度末现金余额超1600万美元,财务状况良好 [29] 3. 公司需要重新报告2017-2019年的财务数据,主要涉及一些非现金会计调整,但不影响基本业务 [21]-[25]