Aquablation's Clinical Triumphs at AUA 2025 Signal a Paradigm Shift in BPH Treatment—and Investor Opportunity

The 2025 American Urological Association (AUA) Annual Meeting underscored a pivotal moment for PROCEPT BioRobotics and its Aquablation® therapy, positioning the robotic-assisted treatment as a transformative option for benign prostatic hyperplasia (BPH). With a robust data showcase, expert validation, and strategic operational advantages, Aquablation’s performance at the conference provides a compelling case for investors to consider the company’s long-term growth trajectory.

Clinical Validation Reinforces Market Leadership

PROCEPT’s Aquablation system, delivered via the HYDROS™ Robotic System, emerged as a clinical standout at the AUA meeting. Presentations highlighted its ability to deliver durable outcomes while minimizing irreversible complications—a critical differentiator from traditional therapies like transurethral resection of the prostate (TURP). Data from the landmark WATER study, now with five-year follow-up results, confirmed that Aquablation matches TURP’s efficacy in symptom relief (reducing International Prostate Symptom Score, or IPSS, by ~20 points on average) while cutting complications such as erectile dysfunction and incontinence by nearly 50%. This safety profile is further validated by the WATER II trial, which demonstrated efficacy even in prostates exceeding 80 mL—a population often deemed high-risk for conventional procedures.

The OPEN WATER and JAPAN PMS studies added real-world evidence, demonstrating consistent results across a broad range of prostate sizes (20–242 mL) and surgeon experience levels. These findings are particularly significant, as they address a longstanding challenge in BPH treatment: variability in outcomes based on surgeon skill. Aquablation’s algorithmic precision and anatomical preservation design appear to mitigate this, creating a scalable solution for healthcare systems.

Operational and Economic Advantages

Beyond clinical efficacy, the AUA event emphasized Aquablation’s operational and financial appeal. Workshop sessions at booth #1431 highlighted its streamlined workflow, which reduces procedural time and hospital stays compared to TURP. Surgeons like Dr. Lewis Kriteman noted how the system’s heat-free, robotic-assisted approach allows for earlier patient intervention, potentially reducing long-term complications and costs.

The data here is compelling: Aquablation’s lower retreatment rates (as low as 5% in some studies) and shorter recovery periods translate to 10–15% cost savings per patient compared to alternatives. With U.S. healthcare providers under pressure to curb spending, this economic benefit positions Aquablation as an attractive option for value-based care models.

Strategic Positioning for Growth

PROCEPT’s forward-looking pipeline also caught investor attention. The WATER IV Prostate Cancer study, presented by Dr. Inderbir Gill, explores Aquablation’s potential in oncological contexts—a market currently dominated by radical prostatectomy. If successful, this could expand Aquablation’s addressable market from BPH alone (estimated at $2.6 billion globally) to include localized prostate cancer, a $4.2 billion segment.

Moreover, the company’s focus on surgeon training and resident education (via dedicated workshops) signals a commitment to scaling adoption. With over 150 peer-reviewed publications supporting its safety profile, Aquablation is well-positioned to gain broader reimbursement and formulary support.

Investor Considerations

The AUA conference has likely already impacted PROCEPT’s market dynamics.

Looking ahead, the 5-year durability data and expanding clinical use cases (e.g., prostate cancer) could drive stock momentum, especially if the company secures FDA approval for new indications or achieves broader insurance coverage. Analysts estimate that Aquablation’s global BPH market penetration remains below 10%, suggesting significant upside as adoption accelerates.

Conclusion: A Paradigm Shift with Tangible Returns

Aquablation’s performance at the AUA 2025 meeting solidifies its position as the gold-standard BPH treatment, backed by rigorous data and surgeon enthusiasm. With a safety profile superior to TURP, scalability across prostate sizes, and economic advantages, PROCEPT is well-positioned to capitalize on a $6.8 billion market opportunity.

Key catalysts for investors include:
1. WATER IV trial results (anticipated in late 2026), which could unlock the prostate cancer segment.
2. Reimbursement expansions in major markets like the U.S. and EU.
3. Global adoption growth, driven by partnerships and training programs.

PROCEPT’s stock, trading at 3.5x sales (versus peers at 5–7x), offers a compelling entry point. As Aquablation’s data-driven advantages translate into market share gains, investors stand to benefit from a company at the forefront of a paradigm shift in urological care.

In an era where precision, safety, and cost-effectiveness define healthcare innovation, PROCEPT’s Aquablation is not just a tool—it’s a strategic bet on the future of BPH treatment.