NYSE$MYO

Myomo Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

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.

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.

Headline financials

Total Revenue

$4.04M

Previous: $4.03M+0.2%
EPS (adj)

-$0.29

Previous: -$0.52+44.2%
Revenue Units

101

Previous: 107-5.6%
Cost Per Pipeline Add

$2.67K

No prior period
Capital Expenditures

$3.39K

Previous: $23.9K-85.9%
Free Cash Flow

-$2.47M

Previous: -$1.85M-33.2%
Net Income

-$2.17M

Previous: -$2.73M+20.7%
Operating Income

-$2.23M

Previous: -$2.71M+17.6%
Gross Profit

$2.63M

Previous: $3.12M-15.8%
Cash & Equivalents

$5.35M

Previous: $15.5M-65.6%
Total Assets

$10.2M

Previous: $20.1M-49.4%
Stock-Based Comp

$273K

Previous: $265K+3.0%

Revenue & EPS history

Myomo · Revenue · Quarterly

$4.04M

Q4 2022+0.2%vs Q4 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

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%.

Tailwinds

  • 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.

Headwinds

  • 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.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

-5.0%

Avg return

Earnings day

-5.9%

Avg return

5 days after

-2.6%

Avg return

30 days after

23%

8 / 35 earnings

Positive

+40.8%

Q4 2024

Best reaction

-39.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%-10.3%+50.1%
Q4 2025-17.6%-14.1%-13.7%
Q3 2025-3.3%-11.0%+17.8%
Q1 2025-30.8%-34.1%-38.4%
Q4 2024+40.8%+24.5%+2.9%
Q3 2024+26.8%+23.7%+52.0%
Q2 2024-10.8%-1.5%-7.6%
Q1 2024-1.7%+0.6%-6.4%
Q4 2023-13.3%+3.3%-17.1%
Q3 2023+13.9%+28.3%+158.4%
Q2 2023-0.3%+9.4%+65.6%
Q1 2023-5.6%-7.5%-13.0%
Q4 2022-3.1%-6.8%+1.4%
Q3 2022-31.6%-28.6%-59.9%
Q2 2022-6.1%-4.4%-0.6%
Q1 2022-6.4%-6.1%-20.9%
Q4 2021-39.2%-41.6%-46.5%
Q3 2021-7.6%-6.9%-25.3%
Q2 2021+15.4%+22.5%+32.7%
Q1 2021-3.5%-12.5%-0.7%
Q4 2020+1.4%+20.0%-3.2%
Q3 2020+20.7%+11.8%+39.2%
Q2 2020-1.8%+0.8%-5.6%
Q1 2020-14.6%-11.0%-18.1%
Q4 2019-20.5%-30.1%-16.7%
Q3 2019-21.0%-25.1%-32.4%
Q2 2019-0.8%-3.5%-3.7%
Q1 2019-8.3%-23.1%-37.2%
Q4 2018+6.6%+4.9%-2.5%
Q3 2018-4.2%-3.7%-18.1%
Q2 2018-5.5%-8.3%-9.6%
Q1 2018-12.0%-2.2%-10.9%
Q4 2017-3.6%-19.3%-38.2%
Q3 2017-24.9%-28.9%-64.3%
Q2 2017-5.7%-14.1%-0.3%
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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