Urology KOL Recap: PAE Growing; Mixed PRCT Takes; +ITNS, Could Grow Market

研报英文原文证据摘录

Urology KOL Recap: PAE Growing; Mixed PRCT Takes; +ITNS, Could Grow Market

USA | Medical Supplies & Devices EquityJulyResearch14, 2026

Urology KOL Recap: PAE Growing; Mixed PRCT

Takes; +ITNS, Could Grow Market

Takes from our call w/ Dr. David Weiner, urologist at Columbia: 1) TURP-like

respective procedures remain gold standard; MIST will remain popular; 2) +/-

PRCT takes; doc's colleague ramped to multiple procedures/wk in a few months

.

w/ more runway; Aquablation could reach 30%+ resective shr; 3) ITNS could

expand TNS market; sees room for multiple vendors; 4) in stones, thulium lasers

and flexible ureteroscopes are key innovations; ESWL vols low, but durable.

In BPH, Dr. Weiner walks pts through their options a full decision tree depending on prostate size,

comorbidities and goals of care. Ultimately, he views TURP-like resective procedures as the gold

standard and noted Aquablation and HoLEP vols are growing at Columbia. In his practice, he

performs bipolar electrovaporization and has historically performed BSX Rezum and UroLift (UL),

which he views as appropriate for prostate size range 40-80 grams. He noted Columbia's UL vols are

declining due to a growing number of competing interventions. He categorizes UL/Rezum together

in the MIST category and while he questions their LT efficacy, he sees continued broad appeal

of the MIST category (prostate size sweet spot 40-80 grams) due to marketing and faster pt

recovery. The doc noted Optilume (Laborie Medical Technologies, private) balloon impressed him,

esp for strictures; iTind and Urocross Expander (Prodeon Medical, private) implants have a place

for higher-risk/anticoagulated pts.

Dr. Weiner's commentary was mixed for Hold-rated PRCT (Mike Sarcone), which he noted works