STOCK TITAN

Shoulder Innovations Announces Strategic Partnership with INS to Introduce a Robotic Platform for Shoulder Arthroplasty

Rhea-AI Impact
(Moderate)
Rhea-AI Sentiment
(Positive)
Tags
partnership

Shoulder Innovations (NYSE: SI) announced on December 3, 2025 a strategic partnership with Interventional Systems (INS) to develop a shoulder-specific micro-robotic platform that will integrate with Shoulder Innovations' ProVoyance system.

The portable robot is designed for transport directly into the operating room and aims to improve surgical precision, workflow efficiency, and enable new clinical approaches in total and reverse shoulder arthroplasty, with a stated focus on ambulatory surgery centers (ASCs). The companies said the solution targets high implementation costs, mobility limits, perioperative inefficiencies, and steep learning curves associated with existing robotic systems.

Loading...
Loading translation...

Positive

  • None.

Negative

  • None.

News Market Reaction

+0.07%
1 alert
+0.07% News Effect

On the day this news was published, SI gained 0.07%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q3 2025 revenue: $11.8M Gross margin: 76.2% Net loss: $8.7M +5 more
8 metrics
Q3 2025 revenue $11.8M Reported in Q3 2025 results and 10-Q filing
Gross margin 76.2% Q3 2025 profitability metric from earnings and 10-Q
Net loss $8.7M Q3 2025 net loss reported in earnings and 10-Q
Cash & securities $137M Cash and marketable securities as of Sep 30, 2025
Full-year revenue guide $45–46M Raised 2025 revenue guidance vs. 2024 baseline
IPO shares issued 5,000,000 shares at $15.00 IPO closed Aug 1, 2025 per 10-Q
Lightstone ownership 1,885,136 shares (9.3%) Beneficial ownership per Schedule 13G as of Sep 30, 2025
USVP-related ownership 2,740,787 shares (13.3%) Aggregate beneficial ownership per Schedule 13G

Market Reality Check

Price: $14.25 Vol: Volume 40,788 is 0.53x th...
low vol
$14.25 Last Close
Volume Volume 40,788 is 0.53x the 20-day average of 76,849, indicating no pre-news volume build. low
Technical Shares trade above the 200-day MA of $11.54 with a pre-news price of $14.94, reflecting recovery from earlier lows.

Historical Context

5 past events · Latest: Dec 03 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 03 Robotics partnership Positive +0.1% Partnership with INS to co-develop shoulder micro-robotic platform.
Nov 19 Conference appearance Neutral -4.8% Piper Sandler fireside chat announcement without new operational data.
Nov 18 Product launch Positive +2.6% Full commercial launch of InSet™ 70 humeral stem for shoulder use.
Nov 11 Earnings update Positive +3.2% Q3 2025 results with strong growth and raised full‑year revenue guidance.
Nov 04 Conference appearance Neutral +1.1% Planned Jefferies Global Healthcare Conference presentation for investor outreach.
Pattern Detected

Recent product and earnings updates with clear growth narratives have typically seen modestly positive follow-through, while conference-only announcements have shown more mixed reactions.

Recent Company History

This announcement extends a series of growth-focused milestones for Shoulder Innovations. In Q3 2025, the company reported revenue of $11.8M with strong year-over-year growth and raised full‑year guidance. It has launched new implant products like the InSet™ 70 stem and participated in healthcare conferences to increase visibility. The new robotic partnership with INS builds on this trajectory by adding enabling technology to the existing ProVoyance platform, consistent with prior efforts to expand its shoulder-focused ecosystem.

Market Pulse Summary

This announcement highlights a strategic move to pair Shoulder Innovations’ implant and workflow exp...
Analysis

This announcement highlights a strategic move to pair Shoulder Innovations’ implant and workflow expertise with INS’s micro-robotic platform for shoulder arthroplasty. It follows recent milestones, including $11.8M in Q3 revenue, raised full‑year guidance to $45–46M, and new product launches in the InSet™ humeral stem line. Key factors to watch include development and integration of the robotic system with ProVoyance, adoption in ambulatory surgery centers, and future updates in SEC filings on commercialization progress.

Key Terms

arthroplasty, ambulatory surgery centers, micro-robotic, perioperative
4 terms
arthroplasty medical
"total shoulder arthroplasty and reverse shoulder arthroplasty markets."
Arthroplasty is a surgical procedure that replaces or repairs a damaged joint — commonly the hip or knee — by fitting an artificial joint or resurfacing the joint surface, much like replacing a worn hinge on a door so it moves smoothly again. Investors care because the procedure drives demand for medical devices, hospital services, implants, and follow-up care; trends in procedure volume, technology improvements, reimbursement rates, and aging populations can directly affect revenues and costs across healthcare companies and insurers.
ambulatory surgery centers medical
"particularly ambulatory surgery centers (ASCs)."
Ambulatory surgery centers are medical facilities where patients undergo planned surgical or diagnostic procedures and leave the same day, without an overnight hospital stay. They matter to investors because they often deliver care more cheaply and efficiently than full hospitals, which can boost patient volume and profit margins; changes in insurance reimbursement, regulation, or patient preference can therefore directly affect revenue and growth potential.
micro-robotic technical
"a transformative shoulder-specific micro-robotic solution designed to further enhance"
Micro-robotic describes very small, often millimeter- to micrometer-scale robotic devices or systems that perform tasks such as moving, sensing, delivering payloads, or making fine manipulations in places too small or delicate for humans. Investors care because these tiny machines can enable new products and services, open niche high-growth markets (for example in medicine or precision manufacturing), and change cost or performance dynamics, but they also bring technical, regulatory, and commercialization risks.
perioperative medical
"including high implementation costs, difficult mobility, costly perioperative inefficiencies,"
Pertaining to the entire span around a surgical operation — before, during and after the procedure — covering preparation, anesthesia, monitoring and recovery. Investors watch perioperative care because it shapes how often hospitals use devices, drugs and services, affects complication rates and patient stay length, and therefore influences revenue, costs and reimbursement risk; think of it like the full service cycle around a car repair that determines how long the shop is busy and what customers pay.

AI-generated analysis. Not financial advice.

Partnership will Expand Shoulder Innovations' Disruptive Ecosystem with Advanced Enabling Technology, Complementing Surgeon and Patient Needs in the ASC

Management to Participate in a Fireside Chat at the Piper Sandler 37th Annual Healthcare Conference Today at 8:30 a.m. ET

GRAND RAPIDS, Mich., Dec. 3, 2025 /PRNewswire/ -- Shoulder Innovations, Inc. (Shoulder Innovations, or the Company) (NYSE: SI), a commercial-stage medical technology company exclusively focused on transforming the shoulder surgical care market, today announced a strategic partnership with Interventional Systems (INS), a developer of robotic solutions for minimally invasive surgery, to introduce a transformative shoulder-specific micro-robotic solution designed to further enhance shoulder surgical precision, workflow efficiency, and enable exciting, new clinical approaches in the total shoulder arthroplasty and reverse shoulder arthroplasty markets.

This partnership will broaden Shoulder Innovations' disruptive ecosystem with more advanced enabling technology.

This partnership will broaden Shoulder Innovations' disruptive ecosystem with more advanced enabling technology. Once developed, this new robotic solution will integrate with the Company's ProVoyance platform to deliver a comprehensive enabling technology solution, with the goal of improving surgical accuracy and workflow, while meeting the needs of patients and surgeons across all sites of care, particularly ambulatory surgery centers (ASCs). To further support mobility and ease of implementation, the robot is designed to be transported directly into the operating room as a portable unit.

With this system, Shoulder Innovations plans to address many of the challenges associated with robotic surgery, including high implementation costs, difficult mobility, costly perioperative inefficiencies, and steep technical learning curves. Orthopedic shoulder surgeons, healthcare facilities, and patients are expected to benefit from a portable solution that facilitates streamlined and consistent surgical workflows, ease-of-use, and real-time adjustments during surgery.

"We are thrilled to see our innovations resonating with the market and driving rapid share gains," said Rob Ball, CEO of Shoulder Innovations. "Our team has helped deliver some of the most transformative advances in shoulder arthroplasty and we are applying that experience and capital raised through our recent IPO to introduce a finely tuned enabling technology platform for shoulder surgical care. While this latest addition will improve shoulder surgery in its current form, we are excited about how we can further reshape the marketplace as the true capabilities of our broader technology are developed and deployed. These solutions stand to transform every operating room into a robotic environment, leveraging a platform from INS already proven in other markets to maximize our ability to execute efficiently."

"INS has a strong track record of deploying our micro-robotic technology across multiple U.S. healthcare markets with large strategic partners. We identified the fast-growing shoulder arthroplasty market as our next step and Shoulder Innovations as the ideal partner," said Pedro Costa, Chief Strategy Officer of INS. "We are excited to work together to bring this technology to market and advance our shared goal of using micro-robotics to make procedures more efficient, precise, and cost-effective."

For additional information on Shoulder Innovations' partnership with INS, please see this video.

About Interventional Systems
Interventional Systems (iSYS Medizintechnik GmbH) is a medical device company developing innovative robotic solutions for minimally invasive surgery and percutaneous procedures. Its flagship product, Micromate™ is a versatile miniature robotic platform, cleared for 2D and 3D image-guided, needle-based procedures. INS is headquartered in Kitzbühel, Austria, with offices in Austria, Germany, and Portugal. Further information is available at www.interventional-systems.com.

About Shoulder Innovations
Shoulder Innovations is a commercial-stage medical technology company exclusively focused on transforming the shoulder surgical care market, with a current offering of advanced implant systems for shoulder arthroplasty. These systems are a core element of Shoulder Innovations' ecosystem, which is designed to improve core components of shoulder surgical care – preoperative planning, implant design and procedural efficiency – to benefit each stakeholder in the care chain. Shoulder Innovations' ecosystem is also comprised of enabling technologies, efficient instrument systems, specialized support and surgeon-to-surgeon collaboration. Together, these elements seek to address the long-standing clinical and operational challenges in the shoulder surgical care market by delivering predictable outcomes, procedural simplicity, and efficiency across all sites of care.

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements can be identified by the fact that they do not relate strictly to historical or current facts. Forward-looking statements often use words such as "believe," "expect," "anticipate," "intend," "estimate," "project," "outlook," "forecast," "target," "trend," "plan," "goal," or other words of comparable meaning or future-tense or conditional verbs such as "may," "will," "should," "would," or "could."

Statements concerning the Company's future are forward-looking statements, and are based on management's current expectations, assumptions and beliefs about the Company's business, financial performance, creation of long-term shareholder value, operating results, the industry in which the Company operates and possible future events. These statements include, but are not limited to, statements regarding the Company's anticipated growth prospects, future operating and financial performance, and the expected benefits from the new robotics system under development with the Company and INS. Forward-looking statements convey the Company's expectations, intentions, or forecasts about future events, circumstances, results, or aspirations. Forward-looking statements are not guarantees of future results and are subject to risks, uncertainties, assumptions and other important factors, which may change over time and many of which are beyond the Company's control, and which could cause the Company's actual results to materially and adversely differ from those expressed in any forward-looking statement, including (i) the Company's history of significant net losses; (ii) failure to manage the growth of the Company's business; (iii) the Company's inability to compete successfully against its existing or potential competitors; (iv) failure to develop, retain, or expand an effective dedicated commercial leadership team; (v) risks associated with litigation; (vi) the Company's dependence upon the adoption of its implant systems by hospitals, ambulatory surgery centers, surgeons and patients; (vii) the Company's ability to enhance its implant systems, expand its indications and develop and commercialize additional products in a timely manner; (viii) risks associated with the Company's third-party manufacturers and suppliers; (ix) demand forecasts for the Company's implant systems; (x) the Company's ability to demonstrate to shoulder specialists or key opinion leaders the merits of its implant systems; (xi) federal and state healthcare laws and government regulation and oversight over the Company's devices and operations; (xii) the Company's ability to obtain and maintain patent and other intellectual property protection over its products; (xiii) risks associated with the Company's common stock; and (xiv) the other important factors described in the Company's most recently filed Quarterly Report on Form 10-Q and subsequent other filings with the Securities and Exchange Commission.

These documents are available in the Investor Relations section of the Company's website at www.shoulderinnovations.com (information on the website is not incorporated by reference into this presentation and should not be considered part of this document).

You should not place undue reliance on forward-looking statements. The information in this press release is provided as of today's date only, and, except as required by federal securities law, the Company does not undertake to publicly update or revise any forward-looking statements, whether as a result of new information, future events, changing circumstances or for any other reason after today.

Contact 
Brian Johnston or Sam Bentzinger
Gilmartin Group LLC
ir@shoulderinnovations.com

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/shoulder-innovations-announces-strategic-partnership-with-ins-to-introduce-a-robotic-platform-for-shoulder-arthroplasty-302631193.html

SOURCE Shoulder Innovations

FAQ

What did Shoulder Innovations (SI) announce on December 3, 2025 about a partnership with INS?

Shoulder Innovations announced a strategic partnership with INS to develop a shoulder-specific micro-robotic platform that will integrate with its ProVoyance system.

How will the new INS micro-robotic solution affect Shoulder Innovations (SI) surgical workflow in ASCs?

The companies say the portable robot is designed to improve surgical precision and streamline workflow specifically to support ambulatory surgery centers.

Will Shoulder Innovations (SI) use the INS robot with its existing ProVoyance platform and when was that announced?

Yes, the partnership announced December 3, 2025 states the robotic solution will integrate with ProVoyance to deliver an enabling technology suite.

What problems does the INS micro-robotic system aim to address for Shoulder Innovations (SI)?

The announcement says the system aims to address high implementation costs, limited mobility, perioperative inefficiencies, and steep technical learning curves.

Is the INS micro-robotic unit described as portable for operating room use in the December 3, 2025 announcement?

Yes, the press release describes the robot as transportable directly into the operating room as a portable unit.
Shoulder Innovations, Inc.

NYSE:SI

SI Rankings

SI Latest News

SI Latest SEC Filings

SI Stock Data

291.72M
18.42M
Commercial Banking
Surgical & Medical Instruments & Apparatus
US
HOLLAND