Treace Announces First Surgical Case Utilizing Lapiplasty® Lightning™ Technology
Rhea-AI Summary
Treace Medical Concepts (Nasdaq: TMCI) announced the first surgical case using its new Lapiplasty® Lightning™ technology, an enhancement of the Lapiplasty® System that adds advanced instrumentation and SpeedPlate® Rapid Compression Fixation to reduce steps, correct in three planes, and streamline workflow.
The company plans a limited market release midyear 2026 followed by full commercialization before year-end 2026. A surgeon on Treace's advisory board reported faster procedures with greater accuracy and no need for provisional fixation.
Positive
- First-ever clinical use of Lightning technology completed
- Company plans limited market release midyear 2026
- Full commercialization expected before year-end 2026
- Surgeon reported faster procedures with greater accuracy and no provisional fixation
Negative
- None.
News Market Reaction
On the day this news was published, TMCI gained 3.50%, reflecting a moderate positive market reaction. Argus tracked a trough of -2.5% from its starting point during tracking. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $6M to the company's valuation, bringing the market cap to $180M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
TMCI was down 2.05% while close peers were mixed: KIDS -0.97%, BVS -0.78%, CTKB -0.90%, SRDX +0.26%, and CBLL +4.97%, pointing to stock-specific dynamics rather than a clear sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 30 | Conference appearance | Positive | -1.2% | Announcement of presentation at J.P. Morgan Healthcare Conference with webcast access. |
| Dec 18 | Debt financing | Positive | -3.5% | New five-year senior secured loan package providing up to $175M in financing. |
| Nov 07 | Investor conferences | Positive | -28.3% | Participation in UBS and Stifel healthcare investor conferences with webcast access. |
| Nov 06 | Q3 2025 earnings | Negative | -0.3% | Q3 2025 results with lower revenue guidance and continued net loss and EBITDA loss. |
| Oct 23 | Earnings date notice | Neutral | +1.2% | Announcement of Q3 2025 earnings release and conference call logistics. |
Recent news, including conferences and financing, often coincided with flat-to-negative price moves, even when updates appeared strategically positive or neutral.
Over the past few months, Treace reported Q3 2025 results on Nov 6, 2025, showing revenue growth but reduced full‑year guidance and ongoing losses. Ahead of that, the company scheduled its Q3 earnings call and participated in multiple investor conferences. In Dec 2025, Treace secured up to $175 million of debt financing, expanding liquidity, and later announced participation in the 44th Annual J.P. Morgan Healthcare Conference. Against this backdrop, today’s Lightning™ technology first‑case milestone extends the company’s focus on product innovation within bunion surgery.
Market Pulse Summary
This announcement highlights the first surgical case using the Lapiplasty® Lightning™ technology, which aims to reduce surgical steps, improve three‑plane correction, and streamline workflow via SpeedPlate® fixation. It fits Treace’s recent pattern of emphasizing product innovation alongside its bunion‑focused portfolio. Investors may watch for data on surgeon uptake, case efficiency, and timing of the planned midyear 2026 limited market release and subsequent full commercialization when evaluating the strategic importance of this update.
AI-generated analysis. Not financial advice.
PONTE VEDRA, Fla., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Treace Medical Concepts, Inc. (“Treace” or the “Company”) (NasdaqGS: TMCI), a medical technology company driving a fundamental shift in the surgical treatment of bunions and related midfoot deformities, today announced the successful completion of the first case utilizing its Lapiplasty® Lightning™ technology.
Lightning technology expands upon Treace’s market-leading Lapiplasty® System with advanced new instrumentation designed to reduce surgical steps, precisely correct in all three planes, and further streamline procedural workflow with Treace’s SpeedPlate® Rapid Compression Fixation technology.
“As the pioneers and leaders in instrumented 3D bunion correction, Lightning technology demonstrates our commitment to continuous advancement of our patented Lapiplasty® System, improving surgical efficiency and precision and expanding its appeal to more surgeons,” said John T. Treace, CEO and Chairman of Treace. “We anticipate initiating our limited market release of the Lapiplasty® Lightning™ System midyear 2026 in advance of full commercialization, which we expect before the end of year.”
William T. DeCarbo, DPM, of Greater Pittsburgh Foot & Ankle Center and a member of Treace’s Surgeon Advisory Board, performed the first case with the new Lightning technology and commented, “Lightning integrates years of clinical insights and feedback. I found the instrumentation highly intuitive, allowing me to perform a faster Lapiplasty® Procedure while also providing greater accuracy and control of the 3-plane correction. Having the instrumentation hold the correction from the start of the case through application of fixation, without the need for provisional fixation, simplifies and streamlines my surgical workflow.”
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are forward-looking statements, including, but not limited to, the anticipated timing of the Lapiplasty® Lightning™ System’s limited market release and full commercialization. Forward-looking statements are based on management’s current assumptions and expectations of future events and trends, which affect or may affect the Company’s business, strategy, operations or financial performance, and actual results and other events may differ materially from those expressed or implied in such statements due to numerous risks and uncertainties. Forward-looking statements are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Factors that could cause actual results or other events to differ materially from those contemplated in this press release can be found in the Risk Factors section of Treace’s public filings with the Securities and Exchange Commission (“SEC”), including its Annual Report on Form 10-K for the year ended December 31, 2024, which was filed with the SEC on February 27, 2025 and any subsequent Quarterly Reports on Form 10-Q or Current Reports on Form 8-K. Because forward-looking statements are inherently subject to risks and uncertainties, you should not rely on these forward-looking statements as predictions of future events. These forward-looking statements speak only as of their date and, except to the extent required by law, the Company undertakes no obligation to update these statements, whether as a result of any new information, future developments or otherwise.
Internet Posting of Information
Treace routinely posts information that may be important to investors in the “Investor Relations” section of its website at www.treace.com. The Company encourages investors and potential investors to consult the Treace website regularly for important information about Treace.
About Treace Medical Concepts
Treace Medical Concepts, Inc. is a medical technology company with the goal of advancing the standard of care for the surgical management of bunion and related midfoot deformities. Bunions are complex 3-dimensional deformities that originate from an unstable joint in the middle of the foot and affect approximately 67 million Americans, of which Treace estimates 1.1 million are annual surgical candidates. Treace has pioneered and patented the Lapiplasty® 3D Bunion Correction® System – a combination of instruments, implants, and surgical methods designed to surgically correct all three planes of the bunion deformity and secure the unstable joint, addressing the root cause of the bunion and helping patients get back to their active lifestyles. To further support the needs of surgeons and bunion patients, Treace offers its Adductoplasty® Midfoot Correction System, designed for reproducible surgical correction of midfoot deformities, two systems for minimally invasive osteotomy procedures, namely the Nanoplasty® 3D Minimally Invasive Bunion Correction System and the Percuplasty™ Percutaneous 3D Bunion Correction® System, and the SpeedMTP® MTP Fusion System. Treace continues to expand its footprint in the marketplace by extending its SpeedPlate® rapid compression implant platform to new applications, as well as providing surgeons with advanced digital solutions with its IntelliGuide® patient specific, pre-op planning and cut guide technology. For more information, please visit www.treace.com.
Dr. William DeCarbo is a paid consultant of the Company.
To learn more about Treace, connect with us on LinkedIn, X, Facebook, and Instagram.
Contacts:
Treace Medical Concepts
Mark L. Hair
Chief Financial Officer
mhair@treace.net
(904) 373-5940
Investors:
Gilmartin Group
Philip Trip Taylor
IR@treace.net
FAQ
What is Lapiplasty® Lightning™ and how does it differ from Treace's existing system (TMCI)?
When will Treace (TMCI) begin the limited market release of Lapiplasty® Lightning™?
When does Treace expect full commercialization of Lapiplasty® Lightning™?
Who performed the first surgical case using Lightning technology for Treace (TMCI)?
What procedural benefits did the surgeon report with Lightning technology?
Does the announcement include regulatory approvals or financial guidance for TMCI?
