Skip to content
KStart free
AI InfrastructureDefenseQuantumAll studies →

SMTI US Equity

Sanara MedTech Inc.Health Care · Orthopedic, Prosthetic & Surgical Appliances & Supplies · CIK 714256 · FY ends Dec 31
$34.45
+0.21 (+0.61%)
USD · as of 2026-08-21 · marketstack

SMTI · 10-K · period ended 2020-12-31

← all SMTI documents
filed 2021-03-30 · EDGAR original ↗

Our rendering of the filing — original pagination and typography are not reproduced, and tables are reduced to their short label cells (the figures live on FA). Nothing is summarized: every line below is the filing's own text.

blocks 1,9392,538 of 7,751376k characters rendered

Item 1A. RISK FACTORS

The

risks below are those that we believe are the material risks that

we currently face, but are not the only risks facing us and our

business. If any of these risks actually occur, our business,

financial condition and results of operations could be materially

adversely affected. Below is a summary of our risk factors with a

more detailed discussion following.

20

The COVID-19

pandemic in the United States has and may continue to negatively

impact our business, financial condition and results of

operations.

We have had a

history of losses, which may continue as we expand our selling

efforts.

Our revenue growth

for a particular period is difficult to predict, and a shortfall in

forecast revenues may harm our operating results.

Our current

comprehensive wound and skin care strategy involves growth through

acquisitions and investments, which requires us to incur

substantial costs and potential liabilities for which we may never

realize the anticipated benefits.

If we cannot meet

our future capital requirements, our business will

suffer.

Failure to retain

and recruit key personnel would harm our ability to meet key

objectives.

Failure to manage

our growth strategy could harm our business.

We operate in

highly competitive markets and face competition from large,

well-established medical device manufacturers and telehealth

providers as well as new market entrants, and if we are unable to

compete within our markets or our products and services do not gain

market acceptance, our operating results and financial condition

could suffer.

Security breaches

and other disruptions could compromise our information and expose

us to liability, which would cause our business and reputation to

suffer.

If we fail to

maintain an effective system of internal controls over financial

reporting, we may not be able to accurately report our financial

results or prevent fraud and our business may be harmed and our

stock price may be adversely impacted.

The Loan Agreement

governing our revolving line of credit includes restrictive terms,

and our failure to comply with any of these terms could result in a

default, which would have an adverse effect on our

business.

We rely on our

research and development partners to design, manufacture and supply

the products we have licensed for marketing.

Our future success

will largely depend on our ability to maintain and further grow

clinical acceptance and adoption of our products, and we may be

unable to adequately educate healthcare practitioners on the use

and benefits of our products.

Competitors could

invent products superior to ours and cause our products and

technologies to become obsolete.

Disruption of, or

changes in, our distribution model or customer base could harm our

sales and margins.

If we are unable to

manage product inventory in an effective manner, our profitability

could be impaired.

Failure of any

third-party assessments to demonstrate desired outcomes in proposed

endpoints may result in adverse regulatory actions, reduce

physician usage or adoption of our products, or reduce the price,

coverage and/or reimbursement for our products, which could have a

negative impact on our business performance.

We may have

exposure to product liability claims.

Interruptions in

the supply of our products or inventory loss may adversely affect

our business, results of operations and financial

condition.

Our planned

expansion into wound and skin care virtual consult and other

services will require entrance into several markets in which we

have little or no experience and is dependent on our relationships

with affiliated professional entities to provide physician

services.

Recent and frequent

state legislative and regulatory changes specific to telemedicine

may present us with additional requirements and state compliance

costs, with potential operational impacts in certain

jurisdictions.

If we are unable to

adequately protect our intellectual property rights, we may not be

able to compete effectively.

CellerateRX

Surgical no longer has patent protection. Accordingly, CellerateRX

Surgical may be subject to competition from the sale of

substantially equivalent products that could adversely affect our

business and operations.

We are heavily

dependent on technologies and products we have licensed from third

parties, and we may need to license technologies and products in

the future, and if we fail to obtain licenses we need, or fail to

comply with our payment obligations in the agreements under which

we in-license intellectual property and other rights from third

parties, we could lose our ability to develop and commercialize our

products.

We may be found to

infringe on intellectual property rights of others.

Our business is

affected by numerous regulations relating to the labeling,

marketing and sale of our products.

Delays in or

changes to the FDA clearance and approval processes or ongoing

regulatory requirements could make it more difficult for us to

obtain FDA clearance or approval of new products or comply with

ongoing requirements.

Changes in

reimbursement policies and regulations by governmental or other

third-party payors may have an adverse impact on the use of our

products.

We rely on our

research and development partners to comply with applicable laws

and regulations relating to product classification and FDA

marketing authorization.

We and our

employees and contractors are subject, directly or indirectly, to

federal, state and foreign healthcare fraud and abuse laws,

including false claims laws. If we are unable to comply, or have

not fully complied, with such laws, we could face substantial

penalties.

21

Our or our research

and development partners’ use and disclosure of personally

identifiable information is subject to federal and state privacy

and security regulations, and our failure to comply with those

regulations or to adequately secure the information we hold could

result in significant liability or reputational harm and, in turn,

a material adverse effect on our client base, business, financial

condition and results of operations.

If we fail to

comply with extensive healthcare laws and government regulations,

we could suffer penalties or be required to make significant

changes to our operations.

Our officers,

employees, independent contractors, principal investigators and

commercial partners may engage in activities that are improper

under other laws and regulations, which would create liability for

us.

We could be

adversely affected if healthcare reform measures substantially

change the market for medical care or healthcare coverage in the

United States.

Defects, failures

or quality issues associated with our products could lead to

product recalls or safety alerts, adverse regulatory actions,

litigation and negative publicity that could materially adversely

affect our reputation, business, results of operations and

financial condition.

It is possible that

we will require additional capital to meet our financial

obligations and support business growth.

The trading price

of the shares of our common stock is highly volatile, and

purchasers of our common stock could incur substantial

losses.

Our common stock

does not have a vigorous trading market, and you may not be able to

sell your securities at or near ask prices, or at all.

The potential sale

of large amounts of common stock may have a negative effect upon

the market value of our shares.

A few of our

existing shareholders own a large percentage of our voting stock

and have control over matters requiring shareholder approval and

may delay or prevent a change in control or otherwise lead to

actual or potential conflicts of interest.

Our Certificate of

Formation includes provisions limiting the personal liability of

our directors for breaches of fiduciary duties under Texas

law.

Texas law and our

Certificate of Formation and bylaws contain anti-takeover

provisions that could delay or discourage takeover attempts that

shareholders may consider favorable.

Our failure to meet

the continued listing requirements of The Nasdaq Capital Market

could result in a delisting of our common stock.

Risks Related to How We Operate Our Business

The COVID-19 pandemic in the United States has and may continue to

negatively impact our business, financial condition and results of

operations.

The

COVID-19 pandemic is ongoing in the United States and most of the

world. On January 30, 2020 the World Health Organization declared a

global emergency, and since that time governments have instituted

measures to attempt to contain spread of the virus, including

temporary limitations on non-essential business activities and

elective surgical procedures in hospitals.

A

majority of our revenue is currently generated from the sale of

products in connection with surgical procedures, and a significant

portion of those sales are to hospitals. Beginning in March 2020,

many states issued orders suspending elective surgeries in order to

free-up hospital resources to treat COVID-19 patients. This

resulted in a reduction in demand for our surgical products

beginning in the second half of March 2020. Additionally, most

states limited access to SNFs to only resident caregivers, which

impeded our ability to provide education and product training to

the clinicians who use our products in these facilities. These

restrictions resulted in an overall decline in sales for the second

quarter of 2020. During the third and fourth quarters of 2020, we

saw a strong rebound in product sales as restrictions on elective

surgeries eased in our primary markets in Texas, Florida, and the

southeastern United States.

The

extent to which these events impact our business will depend on

future developments regarding the rate of infection of the virus

and the further or lessening of current or new restrictions put in

place to contain the pandemic.

22

We have had a history of losses, which may continue as we expand

our selling efforts.

We have

incurred net losses in most years since we began our current

operations in 2004. We plan to continue making significant

investments in our sales force and clinical programs, which

substantially increase our operating expenses. Consequently, we

will need to continue our revenue growth to become profitable in

future periods. We cannot offer any assurance that we will be able

to generate future sales growth. If we fail to achieve

profitability, our stock price may decline, and you may lose part

or all of your investment.

Our revenue growth for a particular period is difficult to predict,

and a shortfall in forecast revenues may harm our operating

results.

Because

we are a relatively small company, our revenue growth and,

consequently, results of operations are difficult to predict. We

plan our operating expense levels based primarily on forecasted

revenue levels. A shortfall in revenue could lead to operating

results being below expectations as we may not be able to quickly

reduce our fixed expenses in response to short-term revenue

shortfalls. We have experienced fluctuations in revenue and

operating results from quarter to quarter and anticipate that these

fluctuations will continue until we achieve a critical mass with

our product and service sales. These fluctuations can result from a

variety of factors, including:

economic

conditions worldwide, as well as economic conditions specific to

the healthcare industry, which could affect the ability of surgical

and post-acute facilities to purchase our products and could result

in a reduction in elective operative procedures;

governmental

regulations, including those adopted in response to the COVID-19

pandemic;

the

uncertainty surrounding our ability to attract new customers and

retain existing customers;

changes

in reimbursement rates for our products by government and private

insurers;

the

length and variability of our sales cycle, especially gaining

approvals for the use of our products in additional hospitals and

surgery centers, which makes it difficult to forecast the quarter

in which our sales will occur;

issues

including delays in the sourcing of our products;

the

timing of regulatory approvals;

the

timing of operating expense relating to the expansion of our

business and operations;

changes

in the pricing of our products and those of our

competitors;

the

development of new wound care products or product enhancements by

our competitors; and

actual

events, circumstances, outcomes and amounts differing from

assumptions and estimates used in preparing our operating plan and

how well we execute our strategy and operating plans.

As a

consequence, operating results for a particular future period are

difficult to predict and prior results are not necessarily

indicative of future results. Any of the foregoing factors, or any

other factors discussed elsewhere herein, could have a material

adverse effect on our business.

Our current comprehensive wound and skin care strategy involves

growth through acquisitions and investments, which requires us to

incur substantial costs and potential liabilities for which we may

never realize the anticipated benefits.

In

addition to internally generated growth, our current strategy to

expand into wound and skin care virtual consult and other services

involves growth through acquisitions and investments. Between

January 1, 2020 and December 31, 2020, we have made minority

shareholder investments in two businesses at a total cost of

approximately $1.1 million, and in February 2021, we made an

additional $0.6 million investment in such businesses. In addition,

in January 2021 we acquired WounDerm for aggregate consideration of

29,536 shares of our common stock.

23

We may

be unable to continue implementing our growth strategy, and our

strategy ultimately may be unsuccessful. We engage in evaluations

of potential acquisitions and investments and are in various stages

of discussion regarding possible acquisitions, certain of which, if

consummated, could be significant to us. Any new acquisition or

investment could result in material transaction expenses, increased

interest and amortization expense, increased depreciation expense

and increased operating expense, any of which could have a material

adverse effect on our operating results. In addition, if we are

unable to integrate businesses and operations that we acquire in

the future, our profitability could suffer. These acquisitions and

investments also involve other risks, including diversion of

management resources otherwise available for the running of our

business and the development of our business as well as risks

associated with entering markets in which our marketing teams and

sales force has limited experience or where experienced

distribution alliances are not available. We may not be able to

identify suitable acquisition or investment candidates in the

future, obtain acceptable financing or consummate any future

acquisitions or investments. In addition, certain potential

acquisitions may be subject to antitrust and competition laws,

which could impact our ability to pursue strategic acquisitions and

could result in mandated divestitures. If we are unsuccessful in

our current strategy to expand into wound and skin care virtual

consult and other services, we may be unable to meet our financial

targets and our financial performance could be materially and

adversely affected.

If we cannot meet our future capital requirements, our business

will suffer.

We have

a history of operating losses and negative cash flow from operating

activities, and future results of operations involve significant

risks and uncertainties. Factors that could affect our future

operating results and cause actual results to vary materially from

expectations include, but are not limited to, demand for our

products and services, new product and service offerings from

competitors, regulatory approval of our new products, technological

change, and dependence on key personnel. Although we have taken

steps to improve our overall liquidity, if our cash flow is

insufficient, we may be forced to seek additional debt or equity

financing in order to:

fund

operating losses;

increase

marketing to address the market for surgical, wound and skin care

products and services;

take

advantage of opportunities, including more rapid expansion or

acquisitions of complementary products or businesses;

hire,

train and retain employees;

develop

and/or distribute new products; and/or

respond

to economic and competitive pressures.

If our

capital needs are met through the issuance of equity or convertible

debt securities, the percentage ownership of our current

shareholders may be reduced which may have a negative impact on the

market price of our common stock. Our future success may be

determined in large part by our ability to obtain additional

financing, and the incurrence of indebtedness would result in

increased debt service obligations which could result in operating

and financing covenants that would restrict our operations. There

can be no assurance that such financing would be available or, if

available, that such financing could be obtained upon terms

acceptable to us. If adequate funds are not available, or are not

available on acceptable terms, our operating results and financial

condition may suffer.

Failure to retain and recruit key personnel would harm our ability

to meet key objectives.

Our

success depends, in large part, on our ability to attract and

retain skilled executive, managerial, sales and marketing

personnel. We compete for such personnel with other companies, some

of which have greater financial resources than we do to recruit and

retain personnel. There can be no assurance that we will be able to

find and attract additional qualified employees or retain any such

executive officers and other key personnel. The inability to hire

qualified personnel or the loss of services of our executive

officers or key personnel may have a material adverse effect on our

business. Further, any inability on our part to enforce non-compete

arrangements related to key personnel who have left our company or

may leave our company in the future could have a material adverse

effect on our business.

Failure

to manage our growth strategy could harm our

business.

Our

ability to successfully implement our business plan and market and

sell our surgical, wound and skin care products and services

requires an effective plan for managing our future growth. We plan

to increase the scope of our operations at a rapid rate. Future

expansion efforts will be expensive and may strain our internal

operating resources. To manage future growth effectively, we must

maintain and enhance our financial and accounting systems and

controls, integrate new personnel and manage expanded operations.

If we do not manage growth properly, it could harm our operating

results and financial condition.

24

We operate in highly competitive markets and face competition from

large, well-established medical device manufacturers and telehealth

providers as well as new market entrants, and if we are unable to

compete within our markets or our products and services do not gain

market acceptance, our operating results and financial condition

could suffer.

Competition

from other medical device companies is significant and could be

significantly affected by new product introductions and other

activities of market participants. We compete with other companies

in acquiring rights to products or technologies from third-party

developers. Although our products have performed well in customer

evaluations, we are a relatively unknown brand in a market

dominated by companies with extensive product lines and large

customer bases. We may not, even with more efficacious products, be

able to secure contracts and achieve significant growth with large

national accounts.

In

addition, if we launch our wound and skin care virtual consult and

other service offerings, we will face competition from other

telehealth providers. The public health emergency caused by the

COVID-19 pandemic has led to the widespread adoption of

telemedicine for most health care clinical specialties, including

wound care and dermatology. As such, any clinical wound care or

dermatology physician and/or provider group that has incorporated

telemedicine into their practice could be considered competitive.

If we are unable to compete with other telehealth providers, our

operating results and financial condition may suffer.

Several

factors may limit the market acceptance of our products and

services, including the timing of regulatory approvals and market

entry relative to competitive products and services, the

availability of alternative products and services, the price of our

products and services relative to alternative products and

services, the availability of third-party reimbursement and the

extent of marketing efforts by third-party distributors or agents

that we retain. There can be no assurance that our products or

services will receive market acceptance in a commercially viable

period of time, if at all. Furthermore, there can be no assurance

that we can develop products and services that are more effective

or achieve greater market acceptance than competitive products and

services, or that our competitors will not succeed in developing or

acquiring products and technologies that are more effective than

those being developed by us, that would render our products and

technologies less competitive or obsolete.

Our

competitors enjoy several competitive advantages over us, including

but not limited to:

large

and established distribution networks in the U.S. and/or in

international markets;

greater

financial, managerial and other resources for products research and

development, sales and marketing efforts and protecting and

enforcing intellectual property rights;

greater

name recognition;

larger

consumer bases;

more

expansive portfolios of products and intellectual property rights;

and

greater

experience in obtaining and maintaining regulatory approvals and/or

clearances from the FDA and other regulatory agencies.

The

presence of competition in our market may lead to pricing pressure

which would make it more difficult to sell our products and

services at a profitable price or may prevent us from selling our

products at all. Our failure to compete effectively would have a

material adverse effect on our business.

Security breaches and other disruptions could compromise our

information and expose us to liability, which would cause our

business and reputation to suffer.

In the

ordinary course of our business, we use networks to collect and

store sensitive data, including intellectual property, proprietary

business information and important information of our customers,

suppliers and business partners, as well as personally identifiable

information of our customers and employees. The secure processing,

maintenance and transmission of this information is critical to our

operations. Despite our security measures, our information

technology and infrastructure may be vulnerable to attacks by

hackers or breached due to employee error, malfeasance or other

disruptions. Any such breach could compromise our networks and the

information stored there could be accessed, publicly disclosed,

lost or stolen. Any such access, disclosure or other loss of

information could result in the loss of existing customers,

difficulty in attracting new customers, backlash from negative

public relations, legal claims or proceedings, liability under laws

that protect the privacy of personal information, and regulatory

penalties. Further, such access, disclosure or loss may cause

disruption of our operations and the services we provide to

customers, damage to our reputation, and cause a loss of confidence

in our products and services, which could adversely affect our

business.

We have

programs, processes and technologies in place to prevent, detect,

contain, respond to and mitigate security related threats and

potential incidents. We undertake considerable ongoing improvements

to our systems, connected devices and information-sharing products

in order to minimize vulnerabilities, in accordance with industry

and regulatory standards. Because the techniques used to obtain

unauthorized access change frequently and can be difficult to

detect, anticipating, identifying or preventing these intrusions or

mitigating them if and when they occur, may be

challenging.

25

If we fail to maintain an effective system of internal controls

over financial reporting, we may not be able to accurately report

our financial results or prevent fraud and our business may be

harmed and our stock price may be adversely impacted.

Effective

internal controls over financial reporting are necessary for us to

provide reliable financial reports and to effectively prevent

fraud. Any inability to provide reliable financial reports or to

prevent fraud could harm our business. The Sarbanes-Oxley Act of

2002 (the “Sarbanes-Oxley Act”) requires management to

evaluate and assess the effectiveness of our internal control over

financial reporting. In order to comply with the requirements of

the Sarbanes-Oxley Act, we are required to continuously evaluate

and, where appropriate, enhance our policies, procedures and

internal controls. If we fail to maintain the adequacy of our

internal controls over financial reporting, we could be subject to

litigation or regulatory scrutiny and investors could lose

confidence in the accuracy and completeness of our financial

Source: SEC EDGAR (public domain) · 10-K for the period ended 2020-12-31, filed 2021-03-30 · accession 0001654954-21-003520

Filing HTML rendered to line-structured narrative text by the shipped reducer (datafeeds.edgar_fulltext.visible_text, keep_table_headers=True): scripts and inline-XBRL headers are dropped, and table content is reduced to its short label cells — numeric table data is not rendered and is therefore not counted. The same rendering is used for every year, so a year-over-year comparison is like for like.

The text is our rendering of the filing, not a facsimile: original pagination, typography and tables are not reproduced, and the numbers live in the financial statements (FA).

The outline locates item HEADINGS in this document. Only Items 1A and 7 have certified boundaries elsewhere in the terminal (the redline and the narrative-overlap number); every span here runs from one heading found to the next heading found.

How the outline was chosen. It is the longest chain of item headings that runs forward through both the document and the standard item order: 21 headings are on that chain and 15 further heading-shaped lines are not — the table-of-contents echo of every item, cross-references and exhibit-list mentions. Each entry's length is measured from its heading to the next heading on the chain.