Core Viewpoint - Vivos Therapeutics, Inc. has entered into a definitive agreement for the immediate exercise of outstanding warrants, which will generate approximately $4.64 million in gross proceeds for the company [1][4]. Group 1: Financial Details - The company will exercise warrants to purchase up to 1,982,356 shares at a reduced exercise price of $2.34 per share, down from original prices ranging from $3.83 to $5.05 [1]. - In exchange for the cash exercise of existing warrants, Vivos will issue new unregistered warrants to purchase up to 3,964,712 shares at an exercise price of $2.09 per share [3]. - The offering is expected to close on or about January 20, 2026, subject to customary closing conditions [4]. Group 2: Company Overview - Vivos Therapeutics focuses on developing and commercializing innovative diagnostic and treatment methods for sleep-related breathing disorders, particularly obstructive sleep apnea (OSA) [7]. - The company’s devices are FDA-cleared for treating OSA in both adults and children, with its Complete Airway Repositioning and Expansion (CARE) devices being the only FDA 510(k) cleared technology for severe OSA in adults [7]. - OSA affects over 1 billion people globally, with 90% undiagnosed, highlighting a significant market opportunity for Vivos [8]. Group 3: Strategic Intent - Vivos aims to empower healthcare providers to address the complex needs of OSA patients through innovative technology, education, and collaborations with sleep healthcare providers [9]. - The company promotes its treatment approach, known as The Vivos Method, which is a nonsurgical, noninvasive, and nonpharmaceutical solution for OSA [10].

Investors might want to bet on Vivos Therapeutics, Inc. (VVOS) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The pow ...

PresentationRobert SassoonWater Tower Research LLC Hello, everybody. I'm Robert Sassoon, healthcare analyst at Water Tower Research. I have the double pleasure of hosting Kirk Huntsman, CEO of Vivos Therapeutics; and Brad Amman, the company's CFO, for this fireside chat. Vivos is a revenue stage medical technology company focused on developing and commercializing a suite of innovative diagnostic and nonsurgical treatment methods for patients suffering from breathing and sleep issues arising from certain de ...

Vivos Therapeutics (NasdaqCM:VVOS) Fireside Chat December 16, 2025 11:00 AM ET Company ParticipantsR. Kirk Huntsman - CEOBrad Amman - CFOModeratorLet me start. As the year draws to a close, 2025 stands out as one of the most pivotal in the company's history. It marked the launch of a potentially transformative shift in Vivos' business model, highlighted by the June acquisition of the Sleep Center of Nevada, or SCN. Before we get into the operational progress of the transition, Kirk, could you start by shari ...

Core Insights - Vivos Therapeutics, Inc. is expanding its operations with the grand opening of a new sleep testing and treatment center in Auburn Hills, Michigan, as part of its national expansion strategy to address obstructive sleep apnea (OSA) [1][3] - The new center operates under a capital-efficient affiliation model, allowing Vivos to partner with existing sleep clinics rather than solely relying on acquisitions, which enhances scalability and reduces capital intensity [2][4] - Vivos aims to provide innovative diagnostic and therapeutic solutions for OSA patients, leveraging its proprietary FDA-cleared products to improve patient outcomes and generate higher revenue for affiliated practices [3][4] Company Overview - Vivos Therapeutics focuses on developing and commercializing diagnostic and treatment methods for sleep-related breathing disorders, particularly OSA, with FDA-cleared devices for both adults and children [6][8] - The company emphasizes a non-invasive and non-pharmaceutical approach to treating OSA, known as The Vivos Method, which aims to address the root causes of the disorder rather than relying on traditional treatments like CPAP [9][7] Market Context - OSA affects over 1 billion people globally, with a significant portion undiagnosed, highlighting a substantial market opportunity for Vivos to provide effective treatments [7] - The sleep testing industry has faced pricing pressures, leading to closures and consolidations, which Vivos aims to counteract by offering differentiated treatment options through strategic affiliations [4][5]

Core Insights - Vivos Therapeutics, Inc. is a medical device and healthcare services company focused on diagnosing and treating sleep-related breathing disorders, particularly obstructive sleep apnea (OSA) [1][3] - The company will participate in a fireside chat to discuss its strategic business model pivot, operational execution, market opportunities, competitive environment, and growth strategies [2] Company Overview - Vivos Therapeutics, founded in 2016 and based in Littleton, Colorado, specializes in innovative diagnostic and treatment methods for breathing and sleep issues related to dentofacial abnormalities [3][5] - The company's devices are FDA-cleared for treating all severity levels of OSA in adults and moderate-to-severe OSA in children aged 6 to 17 [3] - Vivos' Complete Airway Repositioning and Expansion (CARE) devices are the only FDA 510(k) cleared technology for severe OSA treatment in adults and the first for moderate to severe OSA in children [3] Market Context - OSA affects over 1 billion people globally, with 90% undiagnosed, linking it to serious chronic health conditions [4] - Traditional OSA treatments, such as CPAP, often fail to address the root causes of the disorder, indicating a significant market opportunity for innovative solutions [4] Treatment Approach - Vivos employs a proprietary treatment method known as The Vivos Method, which is nonsurgical, noninvasive, and nonpharmaceutical, aiming to provide effective solutions for OSA patients [6]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Financial Data and Key Metrics Changes - For Q3 2025, revenue increased by 76% to $6.8 million compared to $3.9 million in Q3 2024, and 78% sequentially from Q2 2025 [8] - For the nine months ended September 30, 2025, revenue increased by approximately $2.3 million, or 20%, to $13.6 million compared to $11.3 million for the same period in 2024 [9] - Gross profit for Q3 2025 increased to approximately $3.9 million, with a gross margin of 58%, slightly down from 60% in Q3 2024 [11] - Net loss increased to $5.4 million in Q3 2025 and $14.3 million for the first three quarters of 2025 [12] Business Line Data and Key Metrics Changes - The increase in revenue was driven by a $2.2 million increase in OSA sleep testing services primarily from the Sleep Center of Nevada (SCN) and $1.3 million from new treatment centers [8] - VIP enrollment revenue from the legacy business model decreased by $800,000, indicating a shift towards the new model [9] Market Data and Key Metrics Changes - The company is currently servicing significantly less than 40% of the potential new patients being tested each month at SCN, indicating substantial growth potential [23] - Over 210,000 OSA patients have been tested by SCN providers since 2019, with many potential patients dissatisfied with CPAP units [23] Company Strategy and Development Direction - The strategic pivot towards acquiring sleep medical practices and forming alliances is aimed at increasing market penetration and financial returns [18] - The establishment of Sleep and Airway Medicine Centers (SAMC) in Nevada is part of the strategy to provide comprehensive treatment options for OSA patients [20] - Future initiatives include expanding diagnostic and treatment services, establishing a pediatric OSA program, and collaborating with specialty medical groups [29] Management's Comments on Operating Environment and Future Outlook - Management views Q3 2025 as a watershed quarter, indicating the company's ability to monetize its technology for treating sleep-related disorders [15] - The company expects revenue growth to continue as new dental providers and nurse practitioners are onboarded, which will optimize revenue generation [39] - Management anticipates that the SAMC operations will achieve contribution margins of 50%-60% at steady-state [43] Other Important Information - The company has secured $14.2 million in net cash from financing activities, which will support its growth initiatives [13] - The acquisition of SCN has allowed the company to recognize new revenue streams from OSA diagnostic and treatment services [57] Q&A Session Summary Question: How should sales be modeled for the next few quarters? - Management expects top-line revenues to continue to grow as new providers are deployed, with a ramp-up period of three to six months for optimal revenue levels [39][40] Question: What are the reasonable operating expenses for the next quarters? - SAMC operations are expected to achieve contribution margins of 50%-60% at steady-state, with current expenses being higher due to upfront investments [43] Question: Update on cash flow break-even goals? - The goal is to achieve cash flow break-even, with expectations that profits from SAMC operations will contribute to this goal in the near future [46] Question: How should investors view the company now and in six months? - Management believes the current model is replicable and scalable, with significant growth potential ahead, making it an exciting time for investors [52][56] Question: How does revenue recognition differ between models? - Revenue recognition varies based on the model, with acquisitions allowing for immediate recognition upon product shipment, while contractual alliances may involve profit-sharing arrangements [57]

Financial Data and Key Metrics Changes - For Q3 2025, revenue increased 76% to $6.8 million compared to $3.9 million in Q3 2024, and 78% sequentially from Q2 2025 [8] - For the nine months ended September 30, 2025, revenue increased approximately $2.3 million, or 20%, to $13.6 million compared to $11.3 million for the same period in 2024 [9] - Gross profit for Q3 2025 increased approximately $1.6 million to $3.9 million, with gross margin slightly decreasing to 58% from 60% in Q3 2024 [11] - Net loss increased to $5.4 million in Q3 2025 and $14.3 million for the first nine months of 2025 [12] Business Line Data and Key Metrics Changes - The increase in revenue was driven by a $2.2 million increase in OSA sleep testing services primarily from the Sleep Center of Nevada and $1.3 million from new treatment centers [8] - VIP enrollment revenue from the legacy business model decreased by $800,000, indicating a shift towards the new business model [9] Market Data and Key Metrics Changes - The company is currently servicing significantly less than 40% of the potential new patients being tested each month at Sleep Center of Nevada, indicating substantial growth potential [26] - Over 210,000 OSA patients have been tested and seen by SCN providers since 2019, with many legacy patients potentially seeking alternatives to CPAP [26] Company Strategy and Development Direction - The strategic pivot towards acquiring sleep medical practices and testing centers aims to increase patient access to Vivos technology and improve financial returns [20] - The establishment of Sleep and Airway Medicine Centers (SAMHSA Centers) is central to the new model, focusing on educating and evaluating patients for treatment [24] - Future initiatives include expanding diagnostic and treatment services, establishing a pediatric OSA program, and collaborating with specialty medical groups [32] Management's Comments on Operating Environment and Future Outlook - Management views Q3 2025 as a watershed quarter, indicating the company's ability to monetize its technology for treating sleep-related disorders [17] - The company expects revenue growth to continue as new dental providers and nurse practitioners are onboarded, with a projected ramp-up period of three to six months for optimal revenue levels [42][44] - Management believes the new model is replicable and scalable across multiple markets, with a focus on achieving cash flow break-even in the near future [50][56] Other Important Information - The company has secured $14.2 million in net cash from financing activities, with total liabilities of $23.1 million and cash and cash equivalents of $3.1 million as of September 30, 2025 [13] Q&A Session Summary Question: How should sales be modeled for the next few quarters? - Management expects top-line revenues to continue to grow as new providers are deployed, with a ramp-up period of three to six months for optimal revenue levels [41][44] Question: What are the reasonable operating expenses for the next quarter? - SAMHSA operations are expected to achieve contribution margins of 50%-60% at steady-state, with current expenses being higher due to upfront investments in personnel [46][47] Question: Update on cash flow break-even goals? - The goal is to achieve cash flow break-even, with expectations that profits from SAMHSA center operations will contribute to this goal in the near future [49][50] Question: How should investors view the company now and in six months? - Management believes the company has finally settled on a monetization model that leverages its technological advantages, with significant growth potential ahead [55][56]

Financial Data and Key Metrics Changes - For Q3 2025, revenue increased by 76% to $6.8 million compared to $3.9 million in Q3 2024, and 78% sequentially from Q2 2025 [7][9] - For the nine months ended September 30, 2025, revenue increased by approximately $2.3 million, or 20%, to $13.6 million compared to $11.3 million for the same period in 2024 [9][12] - Gross profit for Q3 2025 increased by approximately $1.6 million to $3.9 million, with gross margin slightly decreasing to 58% from 60% in Q3 2024 [11][12] Business Line Data and Key Metrics Changes - The increase in revenue was driven by a $2.2 million increase in OSA sleep testing services primarily from the Sleep Center of Nevada, and $1.3 million from new treatment centers [8][9] - VIP enrollment revenue from the legacy business model decreased by $800,000, indicating a shift towards the new business model [9][10] Market Data and Key Metrics Changes - The company is currently servicing significantly less than 40% of the potential new patients being tested each month at the Sleep Center of Nevada, indicating substantial growth potential [24] - Over 210,000 OSA patients have been tested and seen by SCN providers since 2019, with many legacy patients potentially seeking alternatives to CPAP [24] Company Strategy and Development Direction - The strategic pivot towards acquiring sleep medical practices and forming alliances is aimed at increasing market penetration and financial returns [19][20] - The establishment of Sleep and Airway Medicine Centers (SAMHSA Centers) is part of the strategy to educate and evaluate patients for treatment options [22][30] Management's Comments on Operating Environment and Future Outlook - Management views Q3 2025 as a watershed quarter, indicating a significant inflection point in the company's ability to monetize its technology for treating sleep-related disorders [16][19] - The company expects revenue growth to outpace expenses as new teams are deployed and operational efficiencies are realized [23][33] Other Important Information - The company has secured $14.2 million in net cash from financing activities, which will support its growth initiatives [13] - General and administrative expenses increased by approximately $5.7 million, primarily due to costs associated with the Sleep Center of Nevada operations [12] Q&A Session Summary Question: How should sales be modeled for the next few quarters? - Management expects top-line revenues to continue to grow as new dental providers and nurse practitioners are added to the teams [35] Question: What is the expected ramp-up time for revenue generation? - A ramp-up period of approximately three to six months is anticipated to reach optimized revenue levels [36] Question: What are the expected contribution margins for SAMHSA operations? - Steady-state operations are expected to yield contribution margins of 50%-60% [38] Question: What is the goal for cash flow break-even? - The goal is to achieve cash flow break-even, with ongoing efforts to manage growth and operational expenses [39] Question: How should investors view the company now and in six months? - Management believes the company has finally found a monetization model that aligns with its technological advantages, indicating strong future growth potential [41][42]