Treace Medical Concepts Inc (NAS:TMCI)
$ 8.55 -0.23 (-2.62%) Market Cap: 532.64 Mil Enterprise Value: 534.29 Mil PE Ratio: 0 PB Ratio: 5.06 GF Score: 40/100
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Treace Medical Concepts Inc at Morgan Stanley Global Healthcare Conference Transcript

Sep 12, 2023 / 12:10PM GMT
Release Date Price: $15.22 (+7.18%)
Andrew Christopher Ranieri
Morgan Stanley, Research Division - Equity Analyst

Thanks everyone for joining us this morning. I'm Drew Ranieri, one of the medical device analyst here at Morgan Stanley. It's my pleasure today to have Treace Medical with us. And from the company, we have CEO, John Treace; CFO, Mark Hair; and Investor Relations, Julie Dewey. So before we get started, just a brief disclaimer. About full important disclosures, see morganstanley.com/researchdisclosures.

Questions & Answers

Andrew Christopher Ranieri
Morgan Stanley, Research Division - Equity Analyst

With that, let's kind of get into the discussion. And maybe first, let's talk about the market opportunity for Treace, John. You've mentioned that before that [extremities] is one of the faster-growing markets in orthopedics, growing high-single-digits. So a couple of questions here. On the procedure side, we got 450,000 annual procedure opportunity. So maybe just talk about what you see in terms of that underlying market growth? And then how you're deploying patients off the

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