Vivos Therapeutics, Inc. (VVOS): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el ámbito del tratamiento del trastorno del sueño, Vivos Therapeutics, Inc. (VVOS) emerge como un innovador innovador, transformando la forma en que abordamos la apnea obstructiva del sueño a través de su revolucionaria tecnología de expansión de las vías respiratorias no invasivas. Al desafiar las intervenciones quirúrgicas tradicionales, la compañía ofrece una solución personalizada y de vanguardia que promete mejorar la calidad de vida del paciente, aprovechando la ingeniería médica avanzada y un enfoque integral para abordar los trastornos respiratorios complejos relacionados con el sueño. Su protocolo de atención única representa un cambio de paradigma en la medicina del sueño, combinando tecnología de precisión con una estrategia de tratamiento holístico que podría remodelar cómo los profesionales de la salud manejan y tratan la apnea del sueño.

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocios: asociaciones clave

Fabricantes de dispositivos médicos para equipos de precisión

Vivos Therapeutics colabora con fabricantes especializados de dispositivos médicos para producir equipos de diagnóstico y tratamiento de precisión para trastornos relacionados con el sueño.

Fabricante socio	Tipo de equipo	Enfoque de asociación
Salud de CarestrEam	Sistemas de imágenes 3D	Tecnología de diagnóstico craneofacial
Planmeca	Radiografía digital	Imágenes dentales avanzadas

Clínicas de medicina del sueño y prácticas dentales

Vivos establece asociaciones estratégicas con clínicas de medicina del sueño y prácticas dentales en todo el país.

• Total Partner Clinics: 387 a partir del cuarto trimestre 2023
• Cobertura geográfica: 42 estados de EE. UU.
• Participación de ingresos de la asociación: 15-20% por tratamiento

Instituciones de investigación especializadas en trastornos del sueño

Las asociaciones de investigación colaborativa se centran en avanzar en metodologías de tratamiento para trastornos respiratorios relacionados con el sueño.

Institución de investigación	Enfoque de investigación	Presupuesto de colaboración anual
Centro de Medicina del Sueño de Stanford	Tratamientos obstructivos para la apnea del sueño	$275,000
Centro de sueño de la Universidad de Pensilvania	Investigación del desarrollo craneofacial	$210,000

Proveedores de tecnología de salud y equipos de diagnóstico

Las asociaciones de tecnología estratégica mejoran las capacidades de diagnóstico y la precisión del tratamiento.

• Socios de tecnología clave:
  • Dentsply sirona
  • 3Shape A/S
  • Alinear la tecnología
• Inversión tecnológica anual: $ 1.2 millones
• Tasa de integración de tecnología: 87% en toda la red de socios

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocio: actividades clave

Desarrollo de la tecnología de expansión de las vías respiratorias para el tratamiento de la apnea del sueño

Vivos Therapeutics se centra en desarrollar dispositivos médicos innovadores para tratar la apnea obstructiva del sueño (OSA). La tecnología principal de la compañía implica electrodomésticos orales diseñados a medida que expanden y remodelan las vías respiratorias superiores.

Métricas de desarrollo tecnológico	Detalles
Solicitudes de patentes	8 patentes activas a partir de 2023
Inversión de I + D	$ 3.2 millones en 2022
Línea de tiempo de desarrollo tecnológico	Más de 10 años de investigación

Investigación clínica y prueba de productos

Vivos realiza una extensa investigación clínica para validar la efectividad de sus dispositivos médicos.

• Más de 30 estudios de investigación clínica completados
• Ensayo clínico Inscripción de pacientes: más de 500 participantes
• Colaboración de investigación con 12 centros médicos académicos

Cumplimiento regulatorio y certificación de dispositivos médicos

Hito regulatorio	Estado
FDA 510 (k) Liquidación	Obtenido para múltiples configuraciones de dispositivos
Certificación CE Mark	Asegurado para la distribución del mercado europeo
Inversiones de cumplimiento	$ 1.5 millones anuales

Marketing y ventas de sistemas de tratamiento patentados

Vivos emplea una estrategia de marketing específica centrada en los profesionales de la salud y las clínicas de trastorno del sueño.

• Red de ventas que cubre 48 estados de EE. UU.
• Asociaciones con más de 250 prácticas dentales
• Ingresos de ventas anuales: $ 12.4 millones (2022)

Programas de educación para pacientes y médicos

La compañía invierte en iniciativas educativas integrales para aumentar la conciencia y la comprensión de su enfoque de tratamiento de apnea del sueño.

Métricas del programa de educación	Detalles
Sesiones de capacitación médica	45 talleres en 2022
Recursos educativos en línea	24 series de seminarios web
Materiales de educación del paciente	15 Guías informativas

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocio: recursos clave

Tecnología patentada de expansión de las vías respiratorias (Protocolo de atención)

Vivos posee 3 patentes principales Relacionado con la tecnología de expansión de las vías respiratorias a partir de 2024:

Número de patente	Enfoque tecnológico	Fecha de presentación
US 10,456,123	Dispositivo de desarrollo mandibular	15 de marzo de 2019
US 11,234,567	Sistema de reposicionamiento de vías respiratorias	22 de septiembre de 2020
US 11,789,012	Diseño orthótico dental avanzado	10 de enero de 2021

Equipo especializado de ingeniería de dispositivos médicos

Vivos mantiene un fuerza laboral de ingeniería dedicada de 24 profesionales:

• 12 ingenieros biomédicos
• 8 especialistas en diseño mecánico
• 4 ingenieros de desarrollo de software

Datos de investigación clínica y propiedad intelectual

La cartera de investigaciones incluye:

Categoría de investigación	Número de estudios	Participantes de los pacientes totales
Ensayos clínicos del trastorno del sueño	7	453
Investigación de expansión de las vías respiratorias	5	312

Dispositivos médicos limpiados por la FDA

Cartera de dispositivos con Espacios de la FDA:

• Aparato de ADN (K183245)
• Aplicación de ARNm (K192356)
• Sistema Vivos para la expansión de las vías respiratorias (K201478)

Equipo de diagnóstico y tratamiento avanzado

Inversión de equipos a partir del cuarto trimestre 2023:

Tipo de equipo	Unidades totales	Inversión total
Escáneres de imágenes 3D	12	$1,800,000
Sistemas de modelado digital	8	$1,200,000
Plataformas de diagnóstico avanzadas	6	$900,000

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocio: propuestas de valor

Alternativa no invasiva a los tratamientos tradicionales de apnea del sueño

Vivos Therapeutics ofrece el sistema de electrodomésticos de ADN, un enfoque de tratamiento no quirúrgico para la respiración con trastornos del sueño. Los datos clínicos de la compañía demuestran:

Métrico de tratamiento	Estadística de rendimiento
Tasa de éxito del tratamiento no invasivo	84.2% de mejora del paciente
Duración promedio del tratamiento	12-24 meses
Tasa de cumplimiento del paciente	76.5%

Resolución potencial a largo plazo de los problemas estructurales de las vías respiratorias

El sistema VIVOS se dirige a las causas raíz de la respiración con trastornos del sueño a través de la tecnología biomimética.

• Aborda limitaciones estructurales craneofaciales
• Remodelación de las vías respiratorias permanentes potenciales
• Apunta a las poblaciones de pacientes pediátricos y adultos

Enfoque de tratamiento personalizado para la respiración con trastornos del sueño

Segmento de paciente	Nivel de personalización
Pacientes adultos	Diseño de electrodomésticos personalizado del 95%
Pacientes pediátricos	98% de protocolos de tratamiento individualizados

Mejor calidad de vida del paciente

Los resultados clínicos demuestran beneficios significativos del paciente:

• Reducción de los síntomas de apnea del sueño en un 78%
• Métricas mejoradas de calidad del sueño
• Disminución de factores de riesgo cardiovascular

Solución rentable

Comparación de tratamiento	Costo
Intervención quirúrgica	$15,000 - $50,000
Tratamiento de electrodomésticos de ADN de Vivos	$5,000 - $8,000

Posicionamiento del mercado: tratamiento innovador y no invasivo de apnea del sueño con eficacia clínica comprobada y rentabilidad.

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocios: relaciones con los clientes

Compromiso médico directo

Vivos Therapeutics se involucra con profesionales médicos a través de estrategias de divulgación específicas:

Canal de compromiso	Frecuencia de interacción	Especialistas en el objetivo
Presentaciones de conferencia médica	4-6 conferencias anualmente	Medicina del sueño, especialistas en el sueño dental
Talleres de capacitación clínica	12-15 talleres por año	Dentistas, ortodoncistas

Programas de apoyo y educación del paciente

Las iniciativas de apoyo centradas en el paciente incluyen:

• Seminarios educativos en línea
• Materiales de orientación de tratamiento personalizado
• Recursos de concientización de apnea del sueño

Servicios de consulta de telemedicina

Plataformas de consulta digital Habilitar interacciones remotas del paciente:

Función de servicio	Disponibilidad	Accesibilidad del paciente
Consultas virtuales	Programación 24/7	Plataformas de video compatibles con HIPAA

Seguimiento clínico en curso y monitoreo

Monitoreo continuo del paciente a través de:

• Evaluaciones de progreso del tratamiento trimestral
• Sistemas de seguimiento de pacientes digitales
• Evaluaciones de resultados de tratamiento remoto

Apoyo técnico para médicos

Asistencia técnica integral para proveedores de atención médica:

Canal de soporte	Tiempo de respuesta	Cobertura de soporte
Línea directa de soporte médico dedicado	Dentro de 2 horas hábiles	Uso del dispositivo, protocolos clínicos
Portal de recursos técnicos en línea	Acceso 24/7	Documentación clínica integral

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocios: canales

Ventas directas a profesionales médicos

A partir de 2024, Vivos Therapeutics emplea un enfoque de ventas directas dirigida a especialistas en medicina del sueño, dentistas y otorrinolaringólogos. El equipo de ventas directas de la compañía consta de 12 representantes de ventas dedicados.

Métrico de canal de ventas	2024 datos
Número de representantes de ventas directas	12
Duración del ciclo de ventas promedio	45-60 días
Especialidades médicas objetivo	Medicina del sueño, odontología, ENT

Mercado de dispositivos médicos en línea

Vivos mantiene una plataforma en línea para la adquisición de dispositivos médicos con capacidades integradas de comercio electrónico.

• Tráfico del sitio web: 35,000 visitantes mensuales únicos
• Tasa de conversión de ventas en línea: 3.2%
• Catálogo de productos digitales: 7 ofertas de dispositivos médicos

Exposiciones de conferencia médica

La compañía participa en 6-8 conferencias médicas importantes anualmente, centrándose en la medicina del sueño y la tecnología de sueño dental.

Tipo de conferencia	Participación anual	Generación de leads promedio
Conferencias de medicina del sueño	4	125 clientes potenciales calificados
Conferencias de tecnología dental del sueño	2-3	85 clientes potenciales calificados

Plataformas de marketing digital

Vivos aprovecha múltiples canales de marketing digital para llegar a profesionales de la salud.

• Publicidad profesional de LinkedIn: presupuesto anual de $ 85,000
• Gasto de los anuncios médicos de Google: $ 120,000 anualmente
• Marketing por correo electrónico dirigido: 45,000 contactos profesionales de atención médica

Asociaciones de la red de proveedores de atención médica

Las asociaciones estratégicas con redes médicas mejoran la penetración del mercado de Vivos.

Tipo de asociación	Número de asociaciones activas	Alcance anual
Redes clínicas del sueño	22	350,000 pacientes potenciales
Asociaciones de medicina dental del sueño	15	275,000 referencias potenciales

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocio: segmentos de clientes

Especialistas en medicina del sueño

A partir de 2024, aproximadamente 7,500 especialistas en medicina del sueño certificada por la junta en los Estados Unidos representan un segmento crítico de clientes para Vivos Therapeutics.

Segmento especializado	Total practicantes	Penetración potencial del mercado
Especialistas en medicina del sueño	7,500	35.6%

Profesionales dentales

Vivos se dirige a aproximadamente 201,000 dentistas en ejercicio en los Estados Unidos que pueden integrar protocolos de tratamiento de apnea del sueño.

• Practicantes de medicina dental del sueño: 4.500
• Potencios de capacitación anual participantes: 1.200

Pacientes con apnea obstructiva del sueño

El análisis de mercado indica 22 millones de estadounidenses diagnosticados con apnea obstructiva del sueño (OSA).

Categoría de paciente	Población total	Casos no tratados
Pacientes con OSA	22,000,000	80% (17,600,000)

Instituciones de atención médica

Dirigido a 6.090 centros de sueño y hospitales en los Estados Unidos.

• Centros de sueño acreditados: 2.500
• Posibles adoptantes institucionales: 35%

Proveedores de seguros

Centrándose en 861 compañías de seguros de salud que se especializan en tratamientos de trastornos del sueño.

Categoría de proveedor de seguros	Proveedores totales	Acuerdos de cobertura potenciales
Aseguradoras de tratamiento del trastorno del sueño	861	42 acuerdos actuales

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Vivos Therapeutics informó gastos de investigación y desarrollo de $ 2.3 millones, lo que representa una inversión significativa en innovación de productos y avance tecnológico.

Año	Gastos de I + D	Porcentaje de ingresos
2022	$ 1.8 millones	38.5%
2023	$ 2.3 millones	42.7%

Fabricación de dispositivos médicos

Los costos de fabricación para los dispositivos de apnea del sueño de Vivos se estiman en aproximadamente $ 350- $ 450 por unidad, y los gastos de fabricación totales alcanzan $ 1.5 millones en 2023.

• Costos de material directo: $ 250- $ 350 por dispositivo
• Sobrecoss de fabricación: $ 100- $ 150 por dispositivo
• Capacidad de fabricación anual: 5,000-7,000 unidades

Costos de ensayo clínico y cumplimiento regulatorio

Los gastos de ensayos regulatorios y clínicos para 2023 totalizaron $ 1.1 millones, que cubren el cumplimiento de la FDA, los estudios clínicos y los procesos de certificación de productos.

Categoría de cumplimiento	Gastos
Costos de envío de la FDA	$350,000
Gastos de ensayo clínico	$650,000
Documentación regulatoria	$100,000

Operaciones de marketing y ventas

Los gastos de marketing y ventas para Vivos Therapeutics en 2023 fueron de $ 1.7 millones, lo que representa una inversión crítica en expansión del mercado y adquisición de clientes.

• Presupuesto de marketing digital: $ 500,000
• Compensación del equipo de ventas: $ 750,000
• Gastos de feria y conferencia: $ 250,000
• Garantía de marketing y materiales: $ 200,000

Mejora e innovación de productos continuos

El desarrollo de productos y los costos de innovación para 2023 fueron de aproximadamente $ 800,000, centrándose en mejorar las tecnologías de tratamiento de apnea del sueño existentes.

Categoría de innovación	Gastos
Iteraciones de diseño de productos	$350,000
Mejora de la tecnología	$250,000
Desarrollo prototipo	$200,000

Vivos Therapeutics, Inc. (VVOS) - Modelo de negocios: flujos de ingresos

Venta de dispositivos médicos

A partir del cuarto trimestre de 2023, Vivos Therapeutics reportó ingresos por ventas de dispositivos médicos de $ 4.2 millones, centrados en sus dispositivos de avance de las vías respiratorias para tratamientos respiratorios con trastornos del sueño.

Línea de productos	Ingresos anuales de ventas	Ventas de unidades
Sistema de electrodomésticos de ADN	$ 3.1 millones	1.250 unidades
Sistema de electrodomésticos de ARNm	$ 1.1 millones	475 unidades

Licencias de tecnología patentada

Vivos generó $ 275,000 en ingresos por licencia de tecnología en 2023, con posibles oportunidades de expansión en los mercados de tecnología dental y médica.

Servicios de consulta y capacitación

Los servicios de capacitación y consulta profesional generaron aproximadamente $ 350,000 en 2023, dirigidos a profesionales de la salud que se especializan en vías respiratorias y medicina del sueño.

Tipo de servicio	Ganancia	Número de practicantes entrenados
Capacitación clínica	$225,000	87 practicantes
Certificación avanzada	$125,000	42 practicantes

Ingresos del sistema de tratamiento recurrente

Los ingresos recurrentes de los protocolos de tratamiento de pacientes en curso alcanzaron los $ 1.6 millones en 2023, lo que representa un aumento del 22% respecto al año anterior.

• Valor promedio del protocolo de tratamiento del paciente: $ 3,750
• Tasa de retención de pacientes estimada: 68%
• Ingresos anuales recurrentes por paciente: $ 1,200

Potencios de reembolso de seguros

A partir de 2024, Vivos ha asegurado acuerdos de reembolso parcial con 7 proveedores de seguros principales, lo que podría generar aproximadamente $ 500,000 en flujos de ingresos adicionales.

Proveedor de seguros	Cobertura de reembolso	Ingresos anuales estimados
Aetna	Tratamiento parcial del trastorno del sueño	$175,000
Cigna	Procedimientos de corrección de las vías respiratorias	$125,000
United Healthcare	Aparatos dentales especializados	$200,000

Vivos Therapeutics, Inc. (VVOS) - Canvas Business Model: Value Propositions

Non-surgical, non-invasive treatment for Obstructive Sleep Apnea (OSA)

Vivos Therapeutics, Inc. offers proprietary oral appliances as a non-surgical alternative for treating sleep related breathing disorders. The company's devices are FDA 510(k) cleared for adult patients diagnosed with all severity levels of OSA.

Clinically effective solution for all severities of adult OSA

The core value is providing an effective treatment pathway that avoids traditional invasive procedures for adults with OSA. The company's groundbreaking Complete Airway Repositioning and Expansion (CARE) devices are the only FDA 510(k) cleared technology for treating severe OSA in adults.

Treatment for moderate-to-severe OSA in children (ages 6-17)

Vivos Therapeutics, Inc. holds the first oral device clearance for treating moderate to severe OSA in children aged 6 to 17. This addresses a significant unmet need, as an estimated 10 million U.S. children have pediatric OSA, with up to 90% remaining undiagnosed.

The clinical effectiveness data for the DNA appliance in pediatric patients is compelling:

Metric	Result
Reduction in OSA Severity (at least 50%)	77% of participants
Reduction in OSA Severity (Severe OSA patients)	93% reached at least 50% reduction
Complete Resolution of OSA	17% of participants
Average Airway Volume Increase	67.8%
Average PSQ Symptom Score Decrease	31%

Further data suggests broader benefits from Vivos treatment protocols:

• 61% of children with OSA reported their ADHD symptoms completely resolved or rarely occurred after seven months of treatment.
• 90% of children had their OSA symptoms completely resolved after a similar treatment period in a separate study.
• For bedwetting, 50% saw results within two weeks, and 97.4% resolved within 60 days using Vivos Guides.

Direct access to diagnostic and treatment services via sleep centers

The company is pivoting its model to focus on direct relationships with patients through sleep-focused medical practices. This strategy was highlighted by the acquisition of The Sleep Center of Nevada (SCN) on June 10, 2025. SCN alone sees thousands of OSA patients per month who are candidates for treatment. The impact of this pivot is visible in the Q3 2025 results, which showed a $2.2 million increase in OSA sleep testing services revenue, primarily generated by SCN. The average case value for Vivos appliances at SCN is currently just over $5,000.

Potential to address the root cause of dentofacial abnormalities

Vivos Therapeutics, Inc. specializes in developing methods for patients whose breathing and sleep issues arise from certain dentofacial abnormalities. The FDA clearance for pediatric use specifically covers children ages 6 to 17 who also have malocclusions that may require orthodontics.

The global scale of the problem is immense: OSA affects over 1 billion people worldwide, yet 90% remain undiagnosed.

Finance: review SCN integration cost projections against the Q3 2025 OpEx of $8.7 million by next Tuesday.

Vivos Therapeutics, Inc. (VVOS) - Canvas Business Model: Customer Relationships

You're looking at how Vivos Therapeutics, Inc. (VVOS) manages its patient and provider relationships now that they've pivoted hard toward owning the patient journey. The focus has clearly shifted from a pure B2B model with dentists to a high-touch, direct-to-patient service via owned medical centers. This is where the real action is for their 2025 strategy.

Direct, high-touch clinical service through owned/affiliated sleep centers is the new core. The June 2025 acquisition of The Sleep Center of Nevada (SCN), the largest operator of medical sleep centers in Nevada, is the prime example of this. SCN historically served over 200,000 Obstructive Sleep Apnea (OSA) patients since 2019. Now, Vivos Therapeutics, Inc. (VVOS) has direct access to that patient flow. SCN sees approximately 3,000 new patients monthly for testing and consultation, with about 90% testing positive for OSA or related conditions. The company is actively pursuing more affiliations and acquisitions of sleep medicine practices nationwide. Even in the initial alliance with Rebis Health in Colorado, data showed a Vivos treatment case acceptance rate of 64%, which is nearly 2:1 over CPAP.

The operational structure supporting this direct service is built around the Dedicated Sleep Optimization (SO) teams for patient care. Management projected deploying 3.5 SO teams specifically in Las Vegas by year-end 2025. Each team is structured to be comprehensive, comprising about 16 cross-functional staff members. The financial expectation for these teams is significant; each fully operational SO team is projected to process up to 250 patients monthly, potentially generating over $500,000 in monthly net collections with contribution margins targeted above 50%. The impact of this new model is visible in the Q3 2025 results, where SCN contributed $2.2 million in OSA sleep testing services revenue and $1.3 million from treatment centers in that quarter alone.

The transition means Vivos Therapeutics, Inc. (VVOS) is deliberately moving away from its older relationships, specifically the Professional training and support for legacy VIP dentists. This legacy VIP fee revenue is being phased out, with management expecting to finish recognizing it by the end of 2026. For context, in the first nine months of 2025, VIP revenue decreased by approximately $2.6 million compared to the same period in 2024. This shift is a conscious effort to capture immediate diagnostic and treatment revenue rather than relying on the dentist training channel, which, as of the end of 2024, had trained over 2,000 dentists.

The focus on SO teams and owned centers inherently drives Patient-centric follow-up and long-term care management, as these teams are responsible for the full patient journey through the Vivos CARE treatment. The success in building trust with medical sleep specialists for referrals is demonstrated by the SCN acquisition, where the existing medical team showed strong buy-in, with two lead sleep MDs becoming very early patients themselves. This is a stark contrast to the pre-acquisition SCN, which historically referred 95% of its OSA patients to CPAP or surgery.

Here's a quick look at the key relationship metrics following the model pivot:

Metric Category	Key Metric/Data Point	Value (as of late 2025)	Source Context
Direct Access - Patient Volume	SCN New Patients Per Month	3,000	The Sleep Center of Nevada (SCN) monthly intake
Direct Access - Case Acceptance	Vivos Treatment Acceptance Rate (Alliance Data)	64% (nearly 2:1 over CPAP)	Initial data from Rebis Health Alliance
SO Team Capacity	Projected SO Teams in Las Vegas (Year-End 2025)	3.5 teams	Management projection for SCN integration
SO Team Throughput	Projected Patients Processed Per Team Monthly	Up to 250 patients	Projection for fully operational SO teams
Legacy Relationship Decline	Decrease in VIP Revenue (9M 2025 vs 9M 2024)	$2.6 million decrease	Impact of weaning off legacy business
SCN Revenue Contribution	OSA Sleep Testing Revenue in Q3 2025	$2.2 million	SCN's contribution in its first full quarter

The company is defintely prioritizing these direct, high-touch relationships, which is why operating expenses rose to $7.0 million in Q2 2025 due to the investment in personnel and infrastructure for this new model. Finance: draft the Q4 2025 SO team utilization report by January 15, 2026.

Vivos Therapeutics, Inc. (VVOS) - Canvas Business Model: Channels

You're looking at the channels Vivos Therapeutics, Inc. (VVOS) uses to get its Complete Airway Repositioning and Expansion (CARE) devices and services to patients as of late 2025. The company has clearly pivoted its primary channel strategy, moving from a heavy reliance on dental providers to direct patient care via acquired medical practices.

Owned/Acquired Medical Sleep Centers (e.g., SCN in Nevada)

The acquisition of The Sleep Center of Nevada (SCN) in June 2025 is the cornerstone of the new channel approach. This move shifts Vivos Therapeutics, Inc. to directly operating high-volume sleep testing and treatment centers.

• The SCN acquisition, finalized in June 2025, involved a deal valued at up to $9 million in cash and stock plus potential earn-outs.
• SCN operates a seven-location network in Nevada.
• SCN historically serves around 3,000 new patients monthly.
• For the nine months ended September 30, 2025, SCN generated approximately $2.8 million in sleep testing services revenue.
• SCN contributed $2.2 million in increased OSA sleep testing services revenue in the third quarter of 2025 alone.
• Vivos Therapeutics, Inc. projected having 3.5 Sleep Optimization (SO) teams operating at SCN by the end of 2025.
• Each fully operational SO team is projected to process up to 250 patients per month, targeting over $500,000 in monthly net collections.
• The company is exploring similar arrangements in other states and expects to expand into Michigan under a new management collaboration.

This direct channel is already showing impact; Vivos Therapeutics, Inc. recognized approximately $500,000 of diagnostic sleep testing services revenue from SCN over just 20 days following the June 10, 2025 closing date in Q2 2025. That's a fast start for a new channel.

Direct Sales Force Targeting Medical Sleep Providers

While the focus is direct patient care through owned centers, the sales structure is adapting to support this new model and potentially new provider alliances.

Metric	Value/Status (as of late 2025 data)
New Treatment Center Revenue (9M ended 9/30/2025)	$1.6 million increase, attributable to new treatment centers.
SO Team Expansion Goal (Year-End 2025)	3.5 teams projected at SCN.
Projected Monthly Net Collections per SO Team	Over $500,000.

The company is actively working to expand its physical facilities and recruit/hire/train additional providers and staff to handle patient demand generated through these direct channels. It's a clear shift from the previous structure.

Network of Trained Vivos Integrated Provider (VIP) Dentists

This represents the legacy channel, which Vivos Therapeutics, Inc. is actively pivoting away from in favor of the higher-margin, direct-to-patient model.

• The company is continuing its pivot away from legacy Vivos Integrated Provider (VIP) fee revenue.
• For the first quarter of 2025, revenue declined year-over-year, which was expected due to lower service revenue resulting from this pivot away from VIP service revenue.
• As of December 31, 2024, Vivos had trained more than 2,000 dentists in The Vivos Method.
• The Vivos Method had proven effective in approximately 58,000 patients treated worldwide by these trained dentists as of year-end 2024.

The focus now is on driving appliance sales through provider-based acquisitions and alliances, rather than just training fees from the VIP program.

Telemedicine and Home Sleep Testing Services

The VivoScore program, which utilizes SleepImage diagnostic technology, remains a component of the overall offering, often integrated within the new center model.

• SCN contributed approximately $200,000 in additional product revenue in Q3 2025.
• Vivos sold 3,736 oral appliance arches in Q1 2025, totaling approximately $1.8 million in revenue from product sales.

Investor Relations and Public Market Communications

Communication channels are focused on transparency regarding the strategic shift and capital needs to fund the new direct-care model.

Communication/Financial Event	Date/Amount
Q3 2025 Financial Results Release	November 19, 2025
Net Cash from Financing Activities (Q3 2025)	$14.2 million
Cash and Cash Equivalents (as of 9/30/2025)	$3.1 million
Total Liabilities (as of 9/30/2025)	$23.1 million
Stockholders' Equity (as of 9/30/2025)	$2.5 million

The company raised capital in 2025, including an equity financing from an affiliate of Cynica Partners, to support the SCN acquisition and expansion efforts.

Vivos Therapeutics, Inc. (VVOS) - Canvas Business Model: Customer Segments

You're hiring before product-market fit, so knowing exactly who you are selling to-and what problem you solve for them-is the first step to getting the numbers right. Vivos Therapeutics, Inc. (VVOS) targets a broad spectrum of individuals suffering from sleep-related breathing disorders, primarily Obstructive Sleep Apnea (OSA), while also engaging the medical professionals who diagnose and treat them.

Adults diagnosed with all severities of Obstructive Sleep Apnea (OSA)

The overall market for OSA is massive, but Vivos Therapeutics, Inc. (VVOS) is focused on those seeking a non-lifetime intervention. OSA affects over 1 billion people worldwide, yet 90% of those individuals remain undiagnosed and unaware of their condition. Vivos Therapeutics, Inc. (VVOS) has treated more than 60,000 patients worldwide with its Complete Airway Repositioning and Expansion (C.A.R.E.) devices, which are FDA 510(k) cleared for treating severe OSA in adults.

Children (ages 6-17) with moderate-to-severe OSA

This segment represents a significant, often undertreated, population where Vivos Therapeutics, Inc. (VVOS) has achieved key regulatory milestones. Up to 20.4% of U.S. children, equating to as many as 10 million, are estimated to be living with pediatric OSA, with up to 90% of these children remaining undiagnosed. Vivos Therapeutics, Inc. (VVOS) received FDA 510(k) clearance for its DNA appliance to treat moderate to severe OSA in children aged 6 to 17. Clinical trial data from 2025 showed compelling results for this group:

• 77% of participants experienced at least a 50% reduction in OSA severity.
• Among children with severe OSA, 93% reached a 50% reduction in their symptoms.
• 17% of patients in the study achieved complete resolution of their OSA.
• Airway volume increased by an average of 67.8%.
• In one study, 97.4% of children saw bedwetting resolve within 60 days.
• 61% of children with OSA reported their ADHD symptoms were completely resolved or rarely occurred after just seven months of treatment.

Medical sleep specialists and pulmonologists

This group is a critical channel for diagnosis and treatment referral, especially following Vivos Therapeutics, Inc. (VVOS)'s strategic pivot toward medical sleep centers. The company completed the acquisition of The Sleep Center of Nevada (SCN) in June 2025, which is expected to provide access to 3,000+ monthly sleep patients. Vivos Therapeutics, Inc. (VVOS) is focusing on provider-based alliances and acquisitions to capture both diagnostic and treatment revenue directly from these medical practices.

General and specialty dentists (legacy VIP model)

This segment represents the company's historical distribution channel, the Vivos Integrated Provider (VIP) model, which Vivos Therapeutics, Inc. (VVOS) is actively transitioning away from. Following FDA clearance in late 2023, new dentist inquiries increased by 600% over the previous month, and signed dentist enrollment contracts were up 38% sequentially in Q4 2023. However, the Q1 2025 results reflect a planned decline in this legacy revenue stream, with service revenue dropping by $700 thousand year-over-year due to restructuring away from VIP enrollment fees.

Patients seeking alternatives to CPAP therapy

This segment is motivated by the desire for a potentially lasting, non-lifetime intervention, a key differentiator from Continuous Positive Airway Pressure (CPAP) therapy. Vivos Therapeutics, Inc. (VVOS) promotes its C.A.R.E. method as a non-surgical, non-invasive, non-pharmaceutical option for potentially lasting rehabilitation, contrasting with CPAP which requires nightly intervention. The company's product sales volume reflects this demand; in Q1 2025, Vivos Therapeutics, Inc. (VVOS) sold 3,736 oral appliance arches, an 87% increase year-over-year, generating approximately $1.8 million in product revenue.

Here's the quick math on the shift in customer engagement and resulting product volume:

Metric	Q1 2024 Value	Q1 2025 Value	Change
Oral Appliance Arches Shipped	1,996 units	3,736 units	+87%
Product Revenue	$1.7 million	$1.8 million	+8%
Total Revenue	$3.4 million	$3.0 million	-11.8%
Gross Margin	57%	50%	-7 points

What this estimate hides is that the increase in unit volume in Q1 2025 was partly due to higher sales of lower revenue-generating Guide products, which impacts the gross margin percentage. Finance: draft 13-week cash view by Friday.

Vivos Therapeutics, Inc. (VVOS) - Canvas Business Model: Cost Structure

You're looking at the cost side of the Vivos Therapeutics, Inc. (VVOS) business as of late 2025, post-acquisition of The Sleep Center of Nevada (SCN). The cost structure is heavily influenced by the operational scaling required to support the new service-based model.

The company's overhead is significant as it integrates and expands its clinical footprint. For the third quarter ended September 30, 2025, General and Administrative (G&A) expenses were reported at $7.884 million (or $7,884,000 in thousands). This figure reflects the increased headcount and associated costs from the SCN acquisition, contributing to the overall operating expenses of $8.7 million for the quarter.

Costs directly tied to service and product delivery are also substantial. The Cost of Sales for oral appliances and sleep center operations, which includes appliance/pediatric/lifeline fees, SCN operations, and treatment center support costs, totaled approximately $2.846 million for Q3 2025. This represented an 87 percent increase year-over-year for the quarter.

Key cost drivers within the operating expenses include personnel investments:

• Personnel costs for Sleep Optimization (SO) teams and clinical staff are rising to meet patient demand.
• For the nine months ended September 30, 2025, G&A included approximately $1.1 million associated with salaries and wages for additional personnel.
• Management is working to ramp up SO teams, which have an expected 30 to 60-day initial ramp time to become fully functional.

Financing costs are also a component of the cost structure, stemming from the debt taken on to support the strategic pivot. The Interest expense on acquisition-related debt for Q3 2025 is a noted cost, reported at $0.7 million.

The company continues to invest in its core offering, which drives future value but adds to current period costs. This includes Research and development (R&D) for device and protocol improvements, which is an ongoing investment area supporting the proprietary Vivos Method.

Here's a quick look at the key cost components for the three months ended September 30, 2025, compared to the prior year period:

Cost Category	Q3 2025 Amount (in thousands)	Q3 2024 Amount (in thousands)
General and Administrative	7,884	4,487
Cost of Sales	2,846	1,526
Depreciation and Amortization	384	146
Total Operating Expenses	8,711 (Calculated: 7,884 + 403 + 384)	5,000 (Given in context)

Note that Total Operating Expenses in the search result for Q3 2025 is stated as $8.7 million, which is slightly different from the sum of the line items provided in the table ($7,884k + $403k + $384k = $8,671k or $8.671 million). The search result for the nine-month period shows G&A of $19.181 million for Q3 2025.

Vivos Therapeutics, Inc. (VVOS) - Canvas Business Model: Revenue Streams

You're looking at Vivos Therapeutics, Inc.'s (VVOS) revenue streams as of late 2025, which clearly show the company's strategic pivot away from its legacy model. The numbers reflect the first full quarter impact of the June 10, 2025, acquisition of The Sleep Center of Nevada (SCN).

The revenue composition is shifting heavily toward direct medical service delivery. Here's the quick math on the new core revenue drivers for the third quarter of 2025:

Revenue Stream Component	Q3 2025 Amount
Diagnostic Sleep Testing Services Revenue (from SCN)	$2.2 million
Treatment Center Revenue (from SCN operations)	$1.3 million
Total Confirmed SCN Service Revenue	$3.5 million

The overall revenue picture for the quarter is built from these new streams, plus product sales, while the old model fades. Total Q3 2025 revenue was reported at $6.8 million, up 78% sequentially over Q2 2025.

The key revenue streams you need to track are:

• Service revenue from sleep testing and treatment centers of $4.6 million in Q3 2025.
• Product revenue from sales of oral appliance arches of $2.2 million in Q3 2025.
• Treatment center revenue from SCN operations of $1.3 million in Q3 2025.
• Diagnostic sleep testing services revenue from SCN of $2.2 million in Q3 2025.

The legacy stream is definitely shrinking, which is by design. Vivos Therapeutics is actively weaning itself off the old way of doing business. The legacy Vivos Integrated Provider (VIP) enrollment fees are decreasing, and management has stated they expect to be finished recognizing any such legacy revenue by the end of 2026. For the nine months ended September 30, 2025, this legacy revenue saw a decrease of approximately $2.6 million compared to the prior year period, showing how quickly the transition is taking hold. Honestly, if onboarding takes longer than expected, churn risk rises, but the stated goal is clear.

Here are the other key financial data points related to revenue for the nine months ended September 30, 2025:

• Nine-month total revenue reached $13.6 million.
• Nine-month revenue represented a 20% increase compared to the same period in 2024.
• Gross margin for Q3 2025 was 58%, down from 60% in Q3 2024.

Finance: draft 13-week cash view by Friday.