other material
confidence high
sentiment positive
materiality 0.75
NeuroPace issues 2025 revenue guidance $92M-$96M; 3-year CAGR target 20%+
NeuroPace Inc
- 2025 revenue guidance $92M-$96M (15.5%-20.5% YoY growth); gross margin 73%-75%; total OpEx $92M-$95M.
- Three-year targets: 20%+ revenue CAGR, indication expansion to IGE/pediatric, AI tools, and cash flow breakeven.
- Post-approval trial: 82% median seizure reduction at 36 months (n=255); 42.5% seizure-free ≥6 months; 22% ≥1 year.
- NAUTILUS trial (IGE): 87 patients implanted; 1-yr follow-up due by March 2025; data lock Q2 2025; FDA submission H2 2025.
- Plans to release first AI-powered electrographic seizure classifier tool within RNS System PDMS in 2025.