Shoulder Innovations, Inc. (SI) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

SA Transcripts 162.21K Followers Follow Shoulder Innovations, Inc. ( SI ) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 3:20 PM EDT Company Participants Robert Ball - Executive Chairman, CEO & President Jeffrey Points - Chief Financial Officer Conference Call Participants Eduardo Herdan Presentation Eduardo Herdan All right. Good afternoon, everyone. Thanks for joining us today. I'm [ Eduardo Herdan ]. I'm part of the Morgan Stanley team. Today, I have the pleasure of being joined by Rob Ball and Jeff Points, CEO and CFO of Shoulder Innovations. Before we begin, just a very quick plug for disclaimers. Please visit morganstanley.com/researchdisclosures. And with that, we can start with the fun part. Thank you, guys for being with us today. Robert Ball Executive Chairman, CEO & President Thanks for having us and the opportunity. Question-and-Answer Session Eduardo Herdan So we're about a year out from the IPO. So I want to start with just some of the exciting updates that you've announced since then. Maybe we can start with your new partnership with ALM Ortho. So maybe give us a little bit of a flavor of what sort of things that brings to your portfolio? And how meaningful is it going to be for you? Robert Ball Executive Chairman, CEO & President Yes, sure. As you can imagine, orthopedic surgeons face a spectrum of difficulty as they replace the joint. Of course, these are patients that have disease and so they're treating disease. And so as you get further and further into the complexity spectrum, our current products become less and less the optimal products. And so as we lean into that portion of the market, we find in some patients that the best solution is a solution perhaps provided by kind of other parties. So the ALM relationship allows us the opportunity to lean further into