CLPT
ClearPoint Neuro, Inc.13.82
+1.44+11.6%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Guidance details FDA rare-disease cuts
Q&A unpacked the tightened $52M-$56M 2026 guidance, with management stripping out commercial launches from uniQure and REGENXBIO after FDA demanded rigorous rare-disease trials, while resetting Eris's Europe distributors to trim expectations. Organic growth should match Eris contributions, fueling double-digits across all segments en route to 15-20% annual expansion toward $200M. Partner diversity shone through: 13 programs across eight indications under expedited review, multiples targeting Parkinson's million-plus patients. Phase III trials promise biologics surges now. Rare diseases hit a snag. Tone stayed bullish on diversification; investors track FDA pivots and Eris ramp.
Key Stats
Market Cap
411.12MP/E (TTM)
-Basic EPS (TTM)
-0.83Dividend Yield
0%Recent Filings
8-K
Record revenue, IRRAS buy boosts growth
ClearPoint Neuro reported 2025 revenue of $37.0 million, up 18% from 2024, with Q4 hitting $10.4 million—a 34% surge fueled by the November IRRAS acquisition adding neurocritical care and $1.2 million in sales. Cash swelled to $45.9 million. Revenue jumps 40-50% to $52-$56 million in 2026. Integration risks loom.
10-K
FY2025 results
ClearPoint Neuro closed FY2025 ended December 31, 2025 with revenue up 18% to $37.0M, driven by 44% neurosurgery navigation growth to $14.8M from IRRAflow acquisition and OR expansions, while biologics held steady at $19.0M. Q4 momentum accelerated via IRRAS integration, adding neurocritical care disposables amid 28% full-year product gains. Gross margins held 61%, but op-ex jumped to $46.9M on sales headcount and $1.4M severance, yielding $25.5M net loss versus $18.9M prior year. Debt hit $50.9M at 8.25%+; cash $45.9M funds runway. IRRAS merger risks integration snags.
8-K
Q4 revenue up 20% to $10.4M
ClearPoint Neuro reported preliminary Q4 2025 revenue of $10.4 million, up 20% on comparable sales versus Q4 2024, excluding partial IRRAflow contributions post-acquisition. Functional neurosurgery disposables rose 23%, biologics and drug delivery 26%. Full-year revenue hit $37 million. Management eyes $54-60 million in 2026, but integration risks loom.
8-K
Secures subsidiary reorg consent
ClearPoint Neuro secured a consent on December 29, 2025, from its note investors, allowing an internal reorganization of its Swedish subsidiary IRRAS AB by January 15, 2026. This shifts IRRAS USA equity to the U.S. parent via a subordinated intercompany note, qualifying IRRAS AB as an 'Immaterial Foreign Subsidiary' under the May 2025 Note Purchase Agreement. No economic terms changed. Reorg paves funding path.
8-K
ClearPoint closes IRRAS acquisition
ClearPoint Neuro closed its acquisition of IRRAS on November 20, 2025, paying $5 million cash and issuing 1,325,000 common shares. The deal adds IRRAflow fluid-exchange tech, 50+ customers, and a sales team to boost neurocritical care reach. Earnouts tie 25% of select product net sales above thresholds over three years. Integration risks loom large.
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