Why Some Investors Think Vivos Therapeutics (VVOS) Could Be the Next Big Disruptor in Sleep Medicine

Why Some Investors Think Vivos Therapeutics (VVOS) Could Be the Next Big Disruptor in Sleep Medicine

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Few healthcare companies have been built around the idea that chronic diseases should be addressed at their root cause rather than managed indefinitely with devices or drugs, and even fewer have focused so deliberately on reshaping how patients breathe, sleep, and live over the long term. From its earliest formation, this organization was created to challenge the traditional model of treating sleep disorders by moving away from symptomatic management and toward structural, biological, and functional correction of the airway itself. That founding vision placed the company at the intersection of medicine, dentistry, sleep science, and wellness, and shaped a business strategy centered on long-term health improvement rather than short-term symptom control.

Vivos Therapeutics Inc (NASDAQ:VVOS) was founded as a medical technology company focused on obstructive sleep apnea, sleep disordered breathing, and airway health, with the goal of creating a revolutionary treatment that could improve breathing, reduce snoring, and restore healthy sleep without surgery or pharmaceuticals. The company recognized early that obstructive sleep apnea OSA is often caused by underlying dentofacial abnormalities, narrow dental arches, retruded jaws, and limited space in the upper airway that allow the tongue and soft tissues to collapse into the throat during sleep. Rather than forcing air into the airway with a CPAP machine or performing invasive procedures, Vivos Therapeutics chose to develop a non surgical, non pharmaceutical, noninvasive approach using oral appliance therapy designed to gently expand and reposition the jaw, teeth, and airway over time.

Vivos Therapeutics built its platform around what became known as the Vivos Method, a proprietary clinical process that integrates diagnosis, consultation, appliance therapy, provider training, and long-term monitoring into a single treatment ecosystem. The Vivos System was designed not just as a device, but as a comprehensive process that medical professionals and trained dentists could use to address the root causes of sleep apnea rather than simply manage its symptoms. This system incorporates customized oral appliances worn at night and, in some cases, during the day, to create more space in the airway, improve tongue posture, optimize bite alignment, and support healthier breathing patterns across both adults and children.

From the beginning, Vivos Therapeutics positioned itself as both a medical and dental company, bridging two traditionally separate disciplines to create a more holistic model of care. This interdisciplinary approach allowed the company to train dentists, collaborate with sleep centers, and integrate with medical professionals who diagnose and manage sleep disorders. By building a national network of trained providers, Vivos Therapeutics created a scalable infrastructure capable of delivering its treatment to patients across diverse geographic regions while maintaining consistent clinical standards and treatment protocols.

As awareness of the health risks associated with obstructive sleep apnea increased, including elevated risk of stroke, heart disease, metabolic disorders, cognitive decline, and reduced life expectancy, Vivos Therapeutics continued to refine its technology, clinical protocols, and provider training programs. The company invested heavily in research, regulatory validation, and clinical education to ensure that its appliances and processes met rigorous safety and efficacy standards. Over time, this effort led to multiple FDA clearances for its oral appliance devices, including indications for mild, moderate, and severe OSA in adults and orthodontic applications in children, allowing the company to address a broad patient population across different ages and disease severity levels.

Vivos Therapeutics also developed a business model designed to align clinical impact with commercial scalability. Rather than relying solely on direct device sales, the company built an ecosystem of diagnostic tools, training programs, affiliated sleep centers, and clinical partnerships that allow it to participate in multiple stages of the patient journey, from diagnosis to treatment to follow-up care. This integrated model reflects the company’s belief that sleep apnea treatment is not a single transaction but a process that unfolds over months and years, requiring ongoing engagement, monitoring, and support.

Throughout its evolution, Vivos Therapeutics has maintained a consistent mission to improve quality of life by restoring natural breathing during sleep. The company’s background is defined by a long-term commitment to airway health, patient comfort, and root cause treatment, rather than short-term fixes. By focusing on structural correction, provider education, and patient-centered care, Vivos Therapeutics has sought to redefine what it means to treat sleep apnea, shifting the narrative from lifelong dependence on machines to the possibility of lasting physiological improvement.

Today, Vivos Therapeutics stands as a company shaped by its origins in interdisciplinary innovation, its dedication to noninvasive therapy, and its focus on addressing the underlying biology of sleep disordered breathing. Its background reflects not only a technological evolution, but a philosophical one, grounded in the belief that better breathing leads to better sleep, better health, and ultimately a better life.

Vivos Therapeutics Inc Is Positioning Itself at the Center of the Global Shift Away from CPAP in Obstructive Sleep Apnea Treatment

Vivos Therapeutics Inc is a medical technology company focused on transforming how obstructive sleep apnea and sleep disordered breathing are diagnosed and treated by addressing the root cause of airway collapse rather than simply managing symptoms. The company’s strategy is built around the Vivos Method, a proprietary clinical protocol that combines diagnosis, airway health assessment, and noninvasive oral appliance therapy designed to correct dentofacial abnormalities that restrict the upper airway and impair breathing during sleep. Obstructive sleep apnea affects hundreds of millions of adults and children worldwide and is linked to increased risk of stroke, heart disease, hypertension, diabetes, cognitive decline, and reduced quality of life. Despite its prevalence, most patients either remain undiagnosed or fail to comply with traditional treatment using CPAP machines, creating a large, persistent unmet need for alternative solutions.

The Vivos System was developed to offer a revolutionary treatment approach that is non surgical, non pharmaceutical, and focused on expanding the upper airway by gently repositioning the lower jaw, tongue, teeth, and bite over time. This process creates more space in the throat and airway, reducing snoring, breathing interruptions, and oxygen deprivation during sleep. Unlike CPAP, which forces air into the airway every night and only works when worn, the Vivos treatment aims to improve the airway structure itself so that many patients can breathe better naturally, even without devices. This distinction is central to the company’s value proposition and why medical professionals increasingly view the Vivos Method as a long-term airway health strategy rather than a symptomatic patch.

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The Science-Based, Noninvasive Approach Behind the Vivos Method

The Vivos Method is grounded in the recognition that sleep apnea is often caused by underlying anatomical factors such as narrow dental arches, retruded lower jaws, and restricted oral cavity volume that allow the tongue and soft tissues to collapse backward into the throat during sleep. By using custom oral appliances worn during the night and, in some cases, during the daytime, the Vivos System gradually guides the jaw, teeth, and airway into a more optimal configuration. This results in improved airflow, reduced breathing resistance, and fewer apnea events.

Clinical experience shows that many patients find this approach more comfortable and sustainable than CPAP, which requires nightly adherence, produces noise, causes mask discomfort, and can lead to dryness, claustrophobia, and social inconvenience. The ability to offer a comfortable fit, noninvasive devices, and a process that improves breathing over time makes the Vivos treatment attractive for both adults and children, particularly for those who cannot tolerate CPAP or who are concerned about surgery.

Regulatory Validation and FDA Clearance Expand the Addressable Market

Vivos Therapeutics has received multiple FDA 510(k) clearances for its oral appliance devices, including clearance for mild, moderate, and severe obstructive sleep apnea in adults, as well as clearance for pediatric use in children with orthodontic needs. This regulatory positioning is highly significant because it allows Vivos to legally market its devices across the full spectrum of OSA severity, including severe OSA, which represents the highest-risk and highest-value patient segment.

This broad FDA clearance differentiates Vivos from many traditional oral appliance providers that are limited to mild or moderate cases, and it enables the company to engage sleep centers, dentists, and medical professionals in offering a true alternative to CPAP across most patients.

A Scalable, Capital-Efficient Expansion Model Through Sleep Center Affiliations

In December 2025, Vivos Therapeutics announced the opening of a new affiliated sleep testing and treatment center in Auburn Hills, Michigan through a contractual alliance with MISleep Solutions, LLC. This center operates under the company’s sleep center affiliation model, a capital-efficient alternative to direct acquisitions. Instead of purchasing sleep centers outright, Vivos partners with physician-owned practices to integrate its diagnostic and therapeutic offerings into existing infrastructure.

Under the Auburn Hills agreement, Vivos built out and equipped the facility and hired and trained providers and support staff, while MISleep Solutions provides clinical presence and local reach. The model allows Vivos to expand its footprint rapidly, generate new revenue streams, and provide partner clinics with differentiated services at a time when reimbursement pressures are forcing many sleep labs to close or consolidate.

According to CEO Kirk Huntsman, sleep testing centers have faced tremendous pricing pressure from government and commercial insurers over the past decade, making it difficult for independent practices to survive. The Vivos affiliation model is designed as a win-win solution that offers higher-margin services, diversified revenue, and a differentiated patient offering, while allowing Vivos to scale nationally without the balance sheet risk of aggressive acquisitions.

The company is currently in discussions with other sleep specialists and groups to establish similar affiliations across the United States, suggesting that the Michigan launch is not a one-off event but the beginning of a broader national expansion strategy.

Commercial Momentum, Market Opportunity, and Financial Leverage

The global obstructive sleep apnea market is estimated in the tens of billions of dollars annually when factoring in devices, diagnostics, services, and long-term healthcare costs. With CPAP compliance rates often cited below 50 percent after one year, the addressable market for alternative treatments is substantial. Vivos offers a solution that appeals to patients seeking comfort, convenience, and a path to long-term airway improvement.

Although Vivos remains in an early commercialization phase, its strategy targets high-value, high-need patients through sleep centers, trained dentists, and integrated medical networks rather than mass-market retail distribution. This professional-driven model emphasizes quality of diagnosis, patient education, and long-term treatment planning, positioning the company as a premium provider rather than a commodity device seller.

As the number of affiliated sleep centers grows and trained providers increase, Vivos can benefit from operating leverage, where incremental revenue growth outpaces cost increases. This creates the potential for margin expansion and improving financial performance as scale increases.

Why the Bullish Case Exists Despite Early-Stage Financials

Vivos Therapeutics is still transitioning from an early-stage growth company into a scaled commercial enterprise, which means current revenues and profitability do not yet reflect the long-term market potential. However, the company possesses several structural advantages that underpin the bullish thesis. It owns FDA-cleared devices across all OSA severities, it offers a differentiated noninvasive, non pharmaceutical solution, it targets the root cause of disease rather than symptoms, and it is building a scalable distribution model through affiliations rather than capital-heavy acquisitions.

The combination of regulatory validation, strong patient demand for CPAP alternatives, increasing awareness of airway health, and the national rollout of the sleep center affiliation model creates a foundation for sustained long-term growth.

Conclusion: A Company Aligned With the Future of Airway Health

Vivos Therapeutics Inc is not simply selling oral appliances; it is promoting a new paradigm in how obstructive sleep apnea is understood and treated. By focusing on airway structure, dentofacial development, and noninvasive correction rather than mechanical intervention, the company is aligning itself with a future healthcare model centered on prevention, root cause treatment, and patient-centered care.

As more patients seek alternatives to CPAP, more medical professionals embrace airway-centric diagnostics, and more sleep centers adopt capital-efficient partnership models, Vivos Therapeutics stands to benefit from multiple converging trends. For investors, this creates an opportunity to participate in the early stages of a potentially transformative shift in sleep medicine, where the winners are likely to be those who offer effective, comfortable, scalable, and patient-preferred solutions.

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