Treace Announces First Surgical Cases with the SuperBite™ Compression Screw System
Rhea-AI Summary
Treace Medical Concepts (Nasdaq: TMCI) announced first surgical cases using its new SuperBite™ Compression Screw System, designed for variable thread pitch, headless compression, self-drilling and countersinking for rapid insertion.
Full commercialization is anticipated in Q3 2026. Treace said SuperBite and the SpeedXM midfoot system together increase its addressable market by an estimated $300 million.
AI-generated analysis. Not financial advice.
Positive
- Estimated TAM +$300M from two 2026 product launches
- Full commercialization Q3 2026 for SuperBite compression screws
- 3,300+ surgeon customers can be further serviced by the new product
- Screw range 2.5mm–7.0mm supports forefoot, midfoot and hindfoot procedures
Negative
- None.
News Market Reaction – TMCI
On the day this news was published, TMCI declined 6.94%, reflecting a notable negative market reaction. Argus tracked a trough of -3.6% from its starting point during tracking. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $7M from the company's valuation, bringing the market cap to $89.08M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed, generally modest moves: BVS up 0.11%, CTKB up 0.22%, SRDX up 0.26%, CBLL down 1.78%, while KIDS was flat. With TMCI’s own direction not specified in the momentum feed, this setup points to stock-specific rather than sector-driven factors.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 27 | Earnings results | Negative | -11.4% | Reported 2025 results with modest growth and continued net losses, cautious 2026 guide. |
| Feb 24 | Clinical & innovation | Positive | -2.0% | Presented positive ALIGN3D data and previewed multiple new bunion-related devices. |
| Feb 12 | Earnings scheduling | Neutral | -2.1% | Updated timing for Q4 and full-year 2025 financial results release and call. |
| Jan 13 | Prelim revenue | Neutral | -3.2% | Announced preliminary Q4 revenue decline but full-year growth roughly in line with guidance. |
| Jan 08 | Product first case | Positive | -2.0% | Reported first surgical case using Lapiplasty® Lightning™ with favorable surgeon feedback. |
Across the last five news and earnings items, TMCI shares moved lower after every event, often selling off on otherwise product- or data-focused updates.
Over the past months, Treace reported 2025 revenue of $212.7M with a $59.0M net loss and guided 2026 revenue to $200M–$212M. Clinical and innovation updates, including ALIGN3D data and the Lapiplasty® Lightning™ first case, highlighted a broadening bunion and midfoot portfolio. Yet each of these announcements, from preliminary revenue on Jan 13 to full-year results on Feb 27, saw negative 24-hour price reactions, underscoring a recent pattern of post-news weakness.
Market Pulse Summary
The stock moved -6.9% in the session following this news. A negative reaction despite this product news would fit a recent pattern where TMCI traded lower after both clinical updates and innovation milestones. Even though SuperBite™ targets a broader range of foot and ankle procedures and is expected to add about $300 million to the addressable market, investors have previously focused on revenue trends and losses. Weakness after launch headlines could reflect skepticism that new systems alone would offset prior top-line pressure.
Key Terms
compression screws medical
osteotomy medical
minimally invasive medical
countersinking technical
forefoot medical
midfoot medical
hindfoot medical
AI-generated analysis. Not financial advice.
New portfolio addition taps into incremental procedures throughout the foot and ankle; strengthens Treace’s comprehensive suite of technologies for its growing customer base
PONTE VEDRA, Fla., April 07, 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 cases utilizing its SuperBite™ Compression Screw System.
SuperBite™ screws are engineered to deliver advanced compression through a variable thread pitch and optimized headless design, with its self-drilling and countersinking features enabling rapid screw insertion. The screw implants also incorporate a beveled head design with smoothed edges, making them ideal for both minimally invasive and traditional open surgical approaches. The SuperBite™ system offers comprehensive screw diameters ranging from 2.5mm to 7.0mm to address a broad range of foot & ankle surgical applications across the forefoot, midfoot, and hindfoot.
Anne Holly Johnson, MD, of Hospital for Special Surgery (New York, New York) and a member of Treace’s Surgeon Advisory Board, performed the first cases with the new SuperBite™ screws. She commented, “My first cases with the SuperBite™ screws were very successful. I was impressed with the streamlined insertion and great compression. Compression screws are the most common fixation used in foot and ankle surgery, and I plan to use the SuperBite™ screws in many different fusion and osteotomy applications.”
“The launch of SuperBite™ represents an important milestone in the expansion of our market-leading bunion & midfoot technology portfolio,” said John T. Treace, CEO and Chairman of Treace. “SuperBite™ allows our direct sales team to more fully service our 3,300+ surgeon customers technology needs, not only in the procedures they perform with us today, but also a significant volume of incremental procedures throughout the foot and ankle where compression screws are utilized. We believe SuperBite™ screws will expand our addressable market, accelerate our case volumes, and grow our customer share of wallet, all while further advancing our position as a 1-stop-shop for our customers.”
Full commercialization of the SuperBite™ Compression Screw System is anticipated in the third quarter of 2026. Along with its other expected 2026 product launch, the SpeedXM™ Midfoot Fusion System, the two products are expected to increase Treace’s total addressable market by an estimated
Forward-Looking Statements
This press 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 Company’s: anticipated future product launches and the timing of such product launches, and expectations regarding incremental procedure volumes, expanded customer wallet share, and increased addressable market. 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, 2025, which was filed with the SEC on February 27, 2026, and 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.
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® 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. Anne Holly Johnson is a paid consultant of the Company and will receive royalties on the SuperBite™ screws.
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
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/6f3a2631-2457-4100-950a-3dec602ec68d
