Monogram Technologies : Company Presentation (67ec07d6934555bf18135b64 Monogram%20Investor%20Presentation%20 %20March%202025)

Published: 2025-04-01 11:52:07 ET MGRM

Improving Human Health Through AI-Driven Robotics

March 2025

NASDAQ: MGRM

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Monogram Technologies Named Orthopedic Joint Replacement

Company of the Year 2024

Award from Medical Tech Outlook Highlights Monogram's mBôs TKA System

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Monogram TKA System

Monogram TKA System Designed for:

• Safety

• Currently the only hands-free, saw- based TKA robot.

Investment Thesis Recap

1. The market's digesting robotics as a growth driver, not a kill shot.

• Robots enable personalized surgery (functional alignment, kinematic alignment)

• Robots enable press-fit implants (save 7+ minute cure time for cement)

• Systems with safety boundaries (Mako) can require less support staff

• 70% of fellowship programs have access to a Mako, 60% of orthopaedic surgeons in the US will be over 65 by the year 2031

• 1 in 2 knee replacements will be robotic by 2030

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Investment Thesis Recap Cont'd

The market has spoken.

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Market Dynamics

1. Incumbent has a monopoly

Robots Used in Joint Replacements (2023)

Stryker (Mako)

Zimmer Biomt (ROSA)

DePuy Synthes (Velys)

Smith & Nephew (Navio)

2. We have a better product than the incumbent

3. Extremely attractive market opportunity

• Large: $22B joint recon | $33B ortho

• Growing: Cementless robotic knees will 2x in next 3 years

• High margin (SYK 63%, ZBH 72%, SNN 75%)

• Top 4 players are 83% of market

Top Cementless Knee Constructs (2023)

Stryker 75%

DePuy Synthes 7%

Zimmer Biomet 14%

Others 3%

"Monogram is an iPhone 5. Mako is still an iPhone 1."

- Dr Robert Jamieson, The Orthopedic Specialty Center of Northern California

• Highly established (strategics over 75 years old)

• Long term demographic growth tailwinds

• Not cyclical

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The Opportunity Explained in One Picture

Can't anyone do this?

Mako Owns Hand Based Cutting

Everything Else is Marketing…

Monogram Owns Autonomous Cutting

• Extensive patent portfolio (23+ patents)

• Solved difficult robotics problem

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Disclaimer

Monogram Technologies Inc. published this content on April 01, 2025, and is solely responsible for the information contained herein. Distributed via , unedited and unaltered, on April 01, 2025 at 15:51 UTC.