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    Rahul SarugaserRaymond James

    Rahul Sarugaser's questions to Profound Medical Corp (PROF) leadership

    Rahul Sarugaser's questions to Profound Medical Corp (PROF) leadership • Q2 2024

    Question

    Rahul Sarugaser of Raymond James questioned how the three new CPT codes could be leveraged to stack procedures and increase physician profitability, sought an update on the company's BPH strategy, and asked about the applicability of the new codes for BPH treatment. He also inquired about the internal morale at Profound.

    Answer

    CEO Arun Menawat provided examples of how the codes offer flexibility, such as a primary physician handling the core treatment while a resident manages setup and recovery, optimizing the lead physician's time and RVUs per hour. He explained the BPH strategy will initially target patients with large prostates (>100cc) and that the company believes the current FDA clearance and associated CPT codes will apply to BPH ablation. He concluded that the team's morale is high and focused on execution.

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    Rahul Sarugaser's questions to Profound Medical Corp (PROF) leadership • Q1 2024

    Question

    Rahul Sarugaser of Raymond James asked if the new hybrid business model is designed to ensure the lifetime value per user is equivalent between capital purchases and recurring revenue plans. He also sought clarity on how CMS might approach setting the final reimbursement rate for TULSA and requested an update on the timeline for interim data from the CAPTAIN trial.

    Answer

    CEO Arun Menawat confirmed the company's pricing principle is to maintain equivalent lifetime value. Regarding CMS, he noted TULSA is being compared to robotic procedures and highlighted its expected 0-day global payment period as a key advantage for hospital economics. He also reiterated that interim data from the CAPTAIN trial is on track for release in the first half of 2025, following the completion of patient treatments and a subsequent 90-day follow-up period.

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