Allurion Technologies Reports Early Success in U.S. Program Launch

Allurion Technologies announced "successful early traction" in the launch of the Allurion Program in the United States, marked by strong clinical outcomes, rapid account growth, high re-order rates, and performance exceeding internal expectations. The company said, "First shipments of the Allurion Smart Capsule were completed in April, with the first U.S. patients treated that same month. Early clinical outcomes have been highly encouraging, with patients losing between 8-11% of their total body weight in just the first four weeks, reinforcing the program's potential to deliver rapid, meaningful weight loss without surgery or invasive procedures. Of note, nearly all patients treated to date in the U.S. had previously tried a GLP-1 medication and ultimately discontinued. Commercial momentum in the U.S. has accelerated rapidly. In the largest obesity market in the world, the company is on track to grow two-fold within the quarter, while the number of treatment sessions is expected to increase four-fold, reflecting strong provider demand and increasing patient flow. Notably, early adoption in the U.S. is exceeding internal expectations for the quarter during just the second month of launch with key business metrics also outperforming plan: Re-order rates robust, with over half of quarterly business coming from re-ordering accounts; Average Selling Price tracking ahead of expectations; Gross margins exceeding internal targets, with the first quarter of U.S. launch expected to be profitable; Strong pipeline, with the number of accounts trained or currently in training already in line with full-year goals. This re-order dynamic highlights rapid account adoption and early profitability for providers, signaling strong product-market fit in the U.S. obesity care landscape."