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Dec 31, 2022

Myomo Q4 2022 Earnings Report

Myomo's financial performance remained relatively stable with a slight revenue increase, while strategic adjustments led to significant pipeline growth and reduced patient acquisition costs.

Key Takeaways

Myomo reported fourth-quarter revenue of $4.0 million, consistent with the previous year. The company saw a 75% increase in new candidates added to the patient pipeline and a 45% reduction in the cost per new candidate. Gross margin was 65.0%, and the operating loss was $2.2 million. The company is focusing on payers with a history of reimbursement and expects first-quarter 2023 product revenue to increase between 15% and 20% compared to the first quarter of 2022.

Revenue was $4.0 million, consistent with the prior year quarter and up 2% sequentially.

Patient pipeline additions increased by 75% year-over-year.

Cost per pipeline add decreased by 45% compared to the previous year.

Gross margin decreased to 65.0% due to higher product costs.

Total Revenue
$4.04M
Previous year: $4.03M
+0.2%
EPS
-$0.29
Previous year: -$0.52
-44.2%
Gross Margin
65%
Previous year: 77.4%
-16.0%
Backlog Units
164
Previous year: 154
+6.5%
Gross Profit
$2.63M
Previous year: $3.12M
-15.8%
Cash and Equivalents
$5.35M
Previous year: $15.5M
-65.6%
Free Cash Flow
-$2.47M
Previous year: -$1.85M
+33.2%
Total Assets
$10.2M
Previous year: $20.1M
-49.4%

Myomo

Myomo

Forward Guidance

Myomo anticipates a 15-20% increase in product revenue for Q1 2023 compared to Q1 2022 and projects full-year product revenue growth of 20-30%.

Positive Outlook

  • Expected increase in first-quarter product revenue.
  • Anticipated full-year product revenue growth of 20-30%.
  • Focusing on working with payers that have reimbursed for MyoPro's in the past.
  • Cost reduction actions are expected to save approximately $2.0 million in 2023.
  • The Company expects these actions to have a minimal impact on 2023 revenues and to result in a higher authorization rate on a go-forward basis.

Challenges Ahead

  • Uncertainty regarding CMS's proposed rule and its impact on Medicare Part B payments.
  • Silicon Valley Bank was placed under receivership with the Federal Deposit Insurance Corporation.
  • The company has a history of operating losses and its financial statements for the period ended December 31, 2022 include disclosures regarding there being substantial doubt about our ability to continue as a going concern.
  • Dependence upon external sources for the financing of our operations, to the extent that we do not achieve or maintain cash flow breakeven.
  • General market, economic, environmental and social factors that may affect the evaluation, fitting, delivery and sale of our products to patients.