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Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>Medtech focused on obstructive sleep apnea (OSA) treatment.</li><li>Vivos commercializes proprietary oral appliances and support services for the treatment of OSA and associated conditions of dentofacial abnormalities, including snoring, temporomandibular joint dysfunction (TMD), and bruxism.</li><li>The company’s Complete Airway Repositioning and/or Expansion (CARE) oral devices are patient preferred over market-leading CPAPs and have key FDA clearances that provide a competitive advantage over other oral appliances.</li></ul>

Medtech focused on obstructive sleep apnea (OSA) treatment.Vivos commercializes proprietary oral appliances and support services for the treatment of OSA and associated conditions of dentofacial abnormalities, including snoring, temporomandibular joint dysfunction (TMD), and bruxism.The company’s Complete Airway Repositioning and/or Expansion (CARE) oral devices are patient preferred over market-leading CPAPs and have key FDA clearances that provide a competitive advantage over other oral appliances.

Vivos Therapeutics, Inc. - New Strategic Model & Key Regulatory Milestones Provide Revenue Tailwind

<ul><li>New CPT codes differentiate CARE devices from standard oral appliances.</li><li>The American Medical Association (AMA) issued new 2025 CPT medical codes for Vivos CARE oral devices, allowing unique and separate coverage and reimbursement from the prior classification within the group of generic custom-fabricated oral devices/appliances.</li><li>The new CPT codes highlight the medical innovation and novel technology underlying Vivos CARE devices, while providing physicians, dentists, and payers additional clarity on the important differences between Vivos oral medical devices and standard mandibular advancement devices.</li></ul>

New CPT codes differentiate CARE devices from standard oral appliances.The American Medical Association (AMA) issued new 2025 CPT medical codes for Vivos CARE oral devices, allowing unique and separate coverage and reimbursement from the prior classification within the group of generic custom-fabricated oral devices/appliances.The new CPT codes highlight the medical innovation and novel technology underlying Vivos CARE devices, while providing physicians, dentists, and payers additional clarity on the important differences between Vivos oral medical devices and standard mandibular advancement devices.

VVOS US - CARE Devices Gain Own Medical CPT Codes for Coverage and Reimbursement

<ul><li>Chairman and CEO Kirk Huntsman joined us on the WTR Small-Cap Spotlight podcast to discuss the recent FDA clearance for a Vivos oral device in pediatric obstructive sleep apnea (OSA).</li><li>We focused on the potential impact on the company and for children with OSA, in addition to the marketing strategy and opportunity for Vivos.</li><li>Those interested can listen to this podcast on Apple Podcasts, Spotify, or on our website.</li></ul>

Chairman and CEO Kirk Huntsman joined us on the WTR Small-Cap Spotlight podcast to discuss the recent FDA clearance for a Vivos oral device in pediatric obstructive sleep apnea (OSA).We focused on the potential impact on the company and for children with OSA, in addition to the marketing strategy and opportunity for Vivos.Those interested can listen to this podcast on Apple Podcasts, Spotify, or on our website.

Vivos Therapeutics, Inc. -  Highlights of FDA Clearance in Pediatric OSA

<ul><li>Early stages of a major revenue inflection. While Vivos had strong revenue growth and continued cost cutting in 2Q24, a greater inflection in revenue is expected in 2H24, as Vivos pivots to a new marketing and distribution model that provides closer access to more patients at higher gross profit per clinical case.</li><li>In July, Vivos started to see patients from the first multi-center sleep clinic alliance in Colorado and confirmed high patient enthusiasm in line with its prior pilot study, which saw 79% patient preference for Vivos’ oral appliances.</li><li>An acceleration in revenue is expected as we approach year- end and into early next year.</li></ul>

Early stages of a major revenue inflection. While Vivos had strong revenue growth and continued cost cutting in 2Q24, a greater inflection in revenue is expected in 2H24, as Vivos pivots to a new marketing and distribution model that provides closer access to more patients at higher gross profit per clinical case.In July, Vivos started to see patients from the first multi-center sleep clinic alliance in Colorado and confirmed high patient enthusiasm in line with its prior pilot study, which saw 79% patient preference for Vivos’ oral appliances.An acceleration in revenue is expected as we approach year- end and into early next year.

Vivos Therapeutics, Inc. - 2Q24 Earnings Mark Start of New Medical Marketing Strategy

United States

Vivos Therapeutics, Inc. operates as a medical technology company. The Company develops technology for patients suffering from sleep disordered breathing and obstructive sleep apnea. Vivos Therapeutics serves customers in the United States.

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Vivos Therapeutics (VVOS US)

Vivos Therapeutics, Inc. - New Strategic Model & Key Regulatory Milestones Provide Revenue Tailwind

The company’s Complete Airway Repositioning and/or Expansion (CARE) oral devices are patient preferred over market-leading CPAP

Water Tower Research

VVOS US - CARE Devices Gain Own Medical CPT Codes for Coverage and Reimbursement

Prior insurance reimbursement for Vivo CARE devices had been varied and dependent on payer policies and patient’s coverage.

Water Tower Research

Vivos Therapeutics, Inc. - Highlights of FDA Clearance in Pediatric OSA

Chairman and CEO Kirk Huntsman joined us on the WTR Small-Cap Spotlight podcast to discuss the recent FDA clearance for a Vivos oral device in...

Water Tower Research

Vivos Therapeutics, Inc. - 2Q24 Earnings Mark Start of New Medical Marketing Strategy

While Vivos had strong revenue growth and continued cost cutting in 2Q24, a greater inflection in revenue is expected in 2H24

Water Tower Research

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