Guyn Kim's questions to Vivos Therapeutics Inc (VVOS) leadership • Q3 2024
Question
Guyn Kim of Water Tower Research inquired about the early performance of the new sleep clinic marketing model, the strategy for integrating the pediatric population, and the company's projected path to achieving positive cash flow from operations.
Answer
CEO Kirk Huntsman expressed high confidence in the new model, citing strong patient interest with an 86% desire for further evaluation and over 50% proceeding with treatment. He explained that pediatric patient acquisition will leverage family connections of adult patients and direct marketing to schools and parent groups. CFO Brad Amman and CEO Kirk Huntsman clarified that achieving cash flow positivity is primarily dependent on revenue growth from the new, higher-margin model rather than further cost-cutting, with Huntsman estimating that approximately 250 patients per month under the new model could lead to breakeven.