Research from Water Tower Research, Water Tower Research

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.

Research from Water Tower Research

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<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