医疗机器人公司Myomo（MYO）周二宣布将2025年营收增长目标上调至23%-29%，重点提升潜在客户 质量及销售转化率。该公司报告第二季度营收增长28%，目前正实施成本削减计划以实现可持续的正向 现金流运营。 ...

Core Viewpoint - Myomo, Inc. is conducting its Q2 2025 earnings conference call, highlighting its financial results and future outlook [1][2]. Group 1: Company Overview - Myomo's conference call features key executives including CEO Paul Gudonis and CFO Dave Henry [3]. - The call is being facilitated by Tirth Patel from Alliance Advisors IR [3]. Group 2: Financial Results - The conference call is focused on discussing Myomo's financial performance for the second quarter of 2025 [2]. Group 3: Forward-Looking Statements - Management has issued forward-looking statements regarding the company's expectations and projections, which are subject to various risks and uncertainties [4][5].

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $9.7 million, representing a 28% increase year-over-year, driven by a higher number of revenue units and an increase in average selling price (ASP) by 14% to approximately $54,200 [21][22] - Operating loss for Q2 2025 was $4.6 million, compared to an operating loss of $1.1 million in the prior year quarter [27] - Gross margin decreased to 62.7% from 70.8% in the prior year quarter, primarily due to higher material costs and overhead spending [25][26] Business Line Data and Key Metrics Changes - The company delivered 178 MyoPro revenue units in Q2 2025, up 13% year-over-year, with 91% of revenue recorded as shipment or delivery [21] - Medicare Part B patients represented 56% of revenue in Q2 2025, while Medicare Advantage revenue accounted for 20% of revenue, which was down slightly from the previous year [22][24] - The pipeline stood at 1,611 patients, a 37% increase year-over-year, with 816 patients added in Q2 2025, up 49% from the prior year quarter [23][24] Market Data and Key Metrics Changes - International revenue was $1.5 million in Q2 2025, representing 15% of total revenue and up 41% year-over-year, primarily from Germany [22] - The number of O and P orders doubled from Q1 to Q2 2025, indicating growth in that channel [15] Company Strategy and Development Direction - The company aims to achieve sustainable cash flow positive operations while expanding its MyoPro product line and improving conversion efficiency [6][19] - A shift in advertising strategy from social media to television is expected to improve lead quality and engagement [12][79] - The company is expanding its clinical referral program to increase education activities at rehab hospitals, which is anticipated to result in more high-quality patients entering the pipeline [14] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in converting leads to pipeline adds and the impact of Medicare Advantage plan behaviors on authorizations [16][18] - The company expects revenue growth in 2025 to be between 23% to 29%, reflecting the number of leads and pipeline adds year-to-date [20][34] - Management expressed confidence in the adjustments being made to improve results and emphasized the importance of Medicare Part B patients for growth [19][68] Other Important Information - The company undertook a headcount reduction impacting about 8% of its U.S. workforce to align operating expenses with revenue [12][13] - Cash burn for Q2 2025 was $10 million, with expectations of a normalized cash burn of approximately $4.9 million reflecting operational performance [30][31] Q&A Session Summary Question: Clarification on Q3 guidance and backlog conversions - Management noted an increase in fill units and a higher percentage of backlog, supporting the guidance of $9.5 to $10 million for Q3 [39][40] Question: Plans to accelerate O and P channel contributions - The company plans for significant growth in the O and P channel, with about 100 certified providers actively working to build a pipeline [44][46] Question: Advertising spend and cost per pipeline ad expectations - Advertising spending is expected to remain flat in Q3, with a potential decrease in Q4, while cost per pipeline ad is anticipated to decrease in Q3 compared to Q2 [49][50] Question: Challenges with Medicare Advantage authorizations - Management indicated that the authorization rate for Medicare Advantage patients is a significant headwind, with ongoing appeals processes affecting conversion rates [62][63] Question: Quality of leads from Facebook and future expectations - The company experienced lower quality leads from Facebook due to new privacy policies, leading to a shift in advertising strategy towards television [78][79] Question: Supply side costs and tariffs impact - Higher material costs were attributed to increased usage rather than pricing, with minimal impact from tariffs expected on gross margin [74][75] Question: Confidence in metrics and operational adjustments - Management expressed encouragement from July results and confidence in the plans put in place to address identified issues [68][69]

Exhibit 99.1 Myomo Reports Second Quarter 2025 Financial and Operating Results Revenue of $9.7 million 816 patients added to the MyoPro pipeline Updates 2025 revenue guidance Conference call begins today at 4:30pm Eastern time BURLINGTON, Mass. (August 11, 2025) – Myomo, Inc. (NYSE American: MYO) ("Myomo" or the "Company"), a wearable medical robotics company that offers increased functionality for those suffering from neurological disorders and upper-limb paralysis, today reported financial results for the ...

For the quarterly period ended June 30, 2025 or FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number 001-38109 MYOMO, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Exact name of Registrant as Specified in its Charter) Delaware 47-0944526 (State or Other Jurisdiction of (I ...

Myomo Investor & Analyst Day June 18, 2025 1 Agenda • Direct Provider Business Myomo, Inc. Analyst Day - June 18th 2025 2 • Lead Generation • Field Operations • Reimbursement • Post-delivery Support • Manufacturing Tour and Overview • International Business • O&P Channel • Product Development • Finance • Wrap-Up and Q&A Legal Disclaimer This presentation contains forward-looking statements regarding the trading of the Company's common stock on the NYSE American, the Company's plans for the use of proceeds a ...

Myomo (MYO) 2025 Investor Day June 18, 2025 10:00 AM ET Speaker0 All right. Good morning, everyone, and welcome to Myomo's Investor and Analyst Day event. I'm Tarth Patel with Alliance Advisors IR. We're delighted to have you join us today in person and via the webcast, and we have a lot to share with you over the next few hours. We'll spend a lot of the morning going into the direct provider business, lead gen, field ops, reimbursement, post delivery support, and then we'll go for the manufacturing tour an ...

Company Performance - Myomo, Inc. reported a quarterly loss of $0.08 per share, which aligns with the Zacks Consensus Estimate, an improvement from a loss of $0.10 per share a year ago [1] - The company posted revenues of $9.83 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 6.29%, compared to revenues of $3.75 million in the same quarter last year [2] - Over the last four quarters, Myomo has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2][3] Stock Outlook - Myomo shares have declined approximately 25.9% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The current consensus EPS estimate for the upcoming quarter is -$0.06 on revenues of $10.35 million, and for the current fiscal year, it is -$0.07 on revenues of $50.95 million [7] Industry Context - The Medical - Products industry, to which Myomo belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Myomo's stock performance [5][6]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $9,800,000, representing a 162% increase year over year, driven by a higher number of revenue units and an increased average selling price (ASP) [20][21] - The company delivered 182 MyoPro revenue units in Q1, up 100% from the previous year, with ASP increasing by approximately 31% to around $54,000 [11][21] - Gross margin for Q1 2025 was 67.2%, compared to 61.2% in the prior year, primarily due to a higher ASP and better fixed cost absorption [26] - Operating loss for Q1 2025 was $3,500,000, a 9% improvement from a loss of $3,900,000 in Q1 2024 [27][28] Business Line Data and Key Metrics Changes - The O and P revenue was $475,000 in Q1, up 87% year over year, but down sequentially due to seasonality [14] - The international business, primarily in Germany, generated over $1,300,000 in revenue, representing a 42% year-over-year increase [11][22] Market Data and Key Metrics Changes - Medicare Part B patients accounted for 60% of total revenue in Q1, up from 57% in the previous quarter, indicating strong growth in this segment [11][21] - Medicare Advantage revenue represented 17% of Q1 revenue, reflecting an 18% year-over-year increase, although growth is lagging due to high denial rates [21][22] Company Strategy and Development Direction - The company is focused on continuous innovation, having launched the MyoPro 2X and the Mark II clinical unit, aimed at enhancing patient independence and expanding the O and P distribution channel [6][7] - Plans for further expansion include increasing manufacturing capacity and enhancing marketing efforts to drive lead generation and patient engagement [12][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in lead generation due to changes in social media advertising policies but reported a rebound in lead generation in March and April [10][32] - The company expects Q2 revenue to be slightly lower than Q1 but reaffirms its financial targets for the year, projecting full-year revenue between $50,000,000 and $53,000,000, representing growth of 54% to 66% over 2024 [30][31] Other Important Information - The company has signed contracts covering approximately 25,000,000 lives, including several new state Blue Cross Blue Shield plans, and is negotiating with national health insurance plans [18][64] - The company is actively working to improve insurance access and reduce denial rates through advocacy and legal engagement [17][65] Q&A Session Summary Question: Can you elaborate on the workaround around the Meta issue affecting advertising efficiency? - Management indicated that changes in Meta's algorithms impacted ad targeting, but adjustments made with their agency have led to a record number of leads in April, suggesting sustainability in improvements [37][38] Question: What is the expected cost per pipeline add moving forward? - The cost per lead in April was approximately half of that in January and February, with expectations to maintain efficiency around $1,400 to $1,500 for the year [39][40] Question: How does the authorization rate for the pipeline look? - The authorization rate was affected by backend loading of pipeline adds and high denial rates from Medicare Advantage plans, which are currently around 30% [51][52] Question: What is the outlook for gross margins going forward? - Management expects slightly lower gross margins in Q2 due to lower volume but anticipates approaching 70% gross margins in the second half of the year [53] Question: What is the confidence level in achieving the full-year guidance? - Management reiterated confidence in achieving full-year guidance, citing historical revenue patterns and increased advertising efforts to fill the pipeline [56]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $9,800,000, representing a 162% increase year over year, driven by a higher number of revenue units and an increased average selling price (ASP) [18][19] - The company delivered 182 MyoPro revenue units in Q1, up 100% from Q1 2024, with ASP increasing by approximately 31% to around $54,000 [19][9] - Gross margin for Q1 2025 was 67.2%, compared to 61.2% in the prior year quarter, primarily due to a higher ASP and better fixed cost absorption [24] - Operating loss for Q1 2025 was $3,500,000, a decrease of 9% compared to the $3,900,000 loss in Q1 2024 [25][26] Business Line Data and Key Metrics Changes - The O and P revenue was $475,000 in Q1, up 87% year over year, but down sequentially due to seasonality [12] - The company added a record 700 medically qualified candidates to its patient pipeline during Q1, ending the quarter with nearly 1,500 patients in the process of obtaining MyoPro [9][20] - International revenue, primarily from Germany, was $1,300,000 in Q1, representing 13% of total revenue and up 42% year over year [19][10] Market Data and Key Metrics Changes - Medicare Part B patients represented 60% of total revenue in Q1, up from 57% in the previous quarter, highlighting the company's success in educating this patient population [19] - Medicare Advantage revenue was 17% of Q1 revenue, reflecting an 18% year-over-year increase, although growth is lagging due to high denial rates [19][14] Company Strategy and Development Direction - The company is focused on continuous innovation, having launched two product upgrades in 2025, including the MyoPro 2X, aimed at improving independent device use [6][9] - The company is expanding its O and P distribution channel by training clinicians and establishing certified MyoPro centers of excellence [12][11] - The company plans to continue investing in marketing, product development, and distribution channels to achieve cash flow positivity by the end of 2025 [16][28] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges in lead generation due to changes in social media algorithms but reported a record number of leads in April, indicating a rebound [8][29] - The company expects Q2 revenue to be slightly lower than Q1 but reaffirms its financial targets for the year, projecting full-year revenue between $50,000,000 and $53,000,000 [28][9] - Management expressed confidence in achieving its guidance for the year, citing a historical trend of higher revenue in the second half of the year [55][28] Other Important Information - The company completed a successful capital raise at the end of 2024 to fund growth plans for 2025 and beyond [16] - The company is actively working to improve insurance access and has signed contracts covering 25,000,000 lives, including several new state Blue Cross Blue Shield plans [16][64] Q&A Session Summary Question: Can you elaborate on the workaround around the Meta issue driving advertising efficiency improvement? - Management explained that changes in Meta's algorithms affected ad targeting, but adjustments made with their agency led to a record number of leads in April, indicating sustainability in improvements [35][36] Question: What is the expected cost per pipeline add moving forward? - Management indicated that while the cost per pipeline add in April was significantly lower than in January and February, they expect it to stabilize around $1,400 to $1,500 for 2024 [37] Question: What are the drivers behind the percentage of pipeline drops? - Management noted that pipeline drops are often due to inability to contact patients again or changes in insurance, with clinical presentation changes also affecting backlog [38][40] Question: How should investors think about revenue cadence in Q3 and Q4? - Management stated that with a higher percentage of Medicare revenue, they do not need as high a backlog for revenue forecasts, and they expect to maintain fill percentages [41][42] Question: Can you provide insights on the O and P channel growth? - Management highlighted the O and P channel as a significant growth opportunity, with good reimbursement and margins, despite challenges in staffing and training [72][73] Question: What is the outlook for international markets, particularly Germany? - Management confirmed plans to expand the team in Germany and increase investments in social media advertising and clinic recruitment due to strong growth in that market [77][78]