Vivos Therapeutics Inc To Participate in Fireside Chat with Water Tower Research Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Do Kim - Water Tower Research LLC - Analyst : That's great to hear. And you -- I was just talking about your products, your oral appliances. And to start off, let's talk about the more recent events where you are shifting your marketing model from one that was different on an operational focus. Could you talk about how this change affects first, maybe the number of patients you can now access that have OSA and what type of deals that you're making to convert to this new model?

Question: Do Kim - Water Tower Research LLC - Analyst : Yeah, that's very helpful and great details, at least to a lot of questions. I think when we look at the competitive landscape, you talked about CPAP being the dominant player because they're in front of physicians and the medical community. How do you compete against this entrenched and you call it the gold standard for OSA treatment. How do you compete against that when you're in front of a physician?

Question: Do Kim - Water Tower Research LLC - Analyst : So to me, it sounds like you need more awareness. And that is essential to your new marketing strategy because you have a product that -- I know you can't say it, but it potentially could be a cure because you stop using it and the benefit stake, and it appears to be permanent. Could we talk about your first strategic alliance and how that's going? You mentioned before that you have made a partnership with a Colorado-based sleep center.

Question: Do Kim - Water Tower Research LLC - Analyst : I hope that I could ask you for a little bit more detail on the patient's journey. I know that you can't talk about anything you haven't disclosed before on the strategic alliance. But if you could tell us from when the patient gets diagnosed at the medical center to them reaching you for you to put their options in front of them? And then what's that financial impact. Maybe if you could expand on that a little bit more.

Question: Do Kim - Water Tower Research LLC - Analyst : Right. It sounds like it's all in front of you. And it's a matter of bringing this out to physicians and patients. So you have your first strategic alliance. And I know you have plans to expand. Are you waiting until how this Colorado-based alliance works out before signing on new deals are you navigating through agreements right now? Can you talk about the progress of extending your reach?

Question: Do Kim - Water Tower Research LLC - Analyst : And I think there's another important point you made earlier is that there's about 1 billion patients with OSA globally. And I think an estimate about 90 million adults and children in the US, but only 10% to 20% are diagnosed. The majority are not -- does not have a diagnosis for OSA. And when you look at the market opportunity and the competitors, it's not -- it doesn't have to be a zero-sum game. You don't have to compete head-to-head with CPAP, you could actually grow the market to correct that assumption by diagnosing more patients. I want to get your opinion on that, but also with the introduction of GLP-1 and the obesity drugs, Zepbound just got approved for sleep apnea and in patients with obesity. How does that change the landscape you think, not just for you, for CPAP, but broadly. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. FEBRUARY 18, 2025 / 5:00PM, VVOS.OQ - Vivos Therapeutics Inc To Participate in Fireside Chat with Water Tower Research

Question: Do Kim - Water Tower Research LLC - Analyst : No. I agree. I think I saw the data out there that as of two, three years ago, 50% of people with OSA were normal weight. So there's a huge amount of ECD driver in this condition. I think we've gone a little bit over the time that we allowed in. So I wanted to ask you this final question. Probably, we will get a detailed answer from you, but would definitely love to have you back and have more discussion on your company, but you have an early calls coming up. What can you say on what we could expect for you guys to talk about on the earnings call?