财务数据和关键指标变化 - 公司第二季度总收入为6.9百万美元,同比增长6% [35] - 国内核心业务收入增长8%,主要由于耗材和泵销量增加、新客户增加以及预填充注射器采用率提高 [35] - 国际核心业务收入增长17%,主要由于欧洲多个市场表现强劲以及全球免疫球蛋白供应增加 [36] - 创新疗法业务收入下降28%,主要由于去年同期非经常性工程收入较高以及2023年部分管线交易时间推迟 [37] - 毛利率提升至56.1%,主要由于制造效率提高 [37] - 公司预计全年毛利率将在58%-60%之间,并在第四季度达到60%-62% [38][39] 各条业务线数据和关键指标变化 - 国内核心业务增长8%,主要由于耗材和泵销量增加、新客户增加以及预填充注射器采用率提高 [35] - 国际核心业务增长17%,主要由于欧洲多个市场表现强劲以及全球免疫球蛋白供应增加 [36] - 创新疗法业务收入下降28%,主要由于去年同期非经常性工程收入较高以及2023年部分管线交易时间推迟 [37] 各个市场数据和关键指标变化 - 美国皮下免疫球蛋白(SCIg)市场在第二季度出现较大下滑,下降13% [15][16] - 公司与专科药房、制药公司等沟通,认为这是由于去年同期感染率较高导致诊断增加的影响滞后所致,预计未来几个季度会恢复高个位数至低双位数的增长 [16][17][18] - 公司在美国市场的增长再次超过了整体市场,主要由于耗材收入增长和新泵销量双位数增长 [18] 公司战略和发展方向以及行业竞争 - 公司的三大增长驱动因素包括:1)巩固在SCIg市场的领导地位;2)拓展创新疗法业务;3)加快国际市场拓展 [15][22][25] - 公司已有15个创新疗法合作,未来5年内有望推出5个新药,其中2个患者群超过10万人,3个患者群在5万人左右 [26][27][28] - 公司预计未来5年内,预填充注射器将占SCIg市场50%-75%,这将为公司带来显著的收入增长 [62][63] - 公司正在推进多个产品创新,包括完成50ml预填充注射器适用性的510(k)提交,并计划在2023年底前提交另一个510(k) [19][31] 管理层对经营环境和未来前景的评论 - 管理层认为第二季度SCIg市场下滑是暂时性的,预计未来几个季度会恢复高个位数至低双位数的增长 [16][17][18] - 管理层对公司的国际业务和创新疗法业务前景表示乐观,预计将继续推动公司未来5年的收入增长 [25][29][30] - 管理层预计公司2023年全年收入将增长11%-17%,毛利率将在58%-60%之间,并在第四季度达到60%-62% [43][44][45] - 管理层表示公司将继续控制现金支出,预计2023年年末现金余额将超过1000万美元 [46][47] 问答环节重要的提问和回答 问题1 **Alex Nowak 提问** 询问公司对SCIg市场第二季度下滑的原因分析 [55][56][57] **Linda Tharby 回答** 公司认为这主要是由于去年第四季度感染率较低导致诊断延迟所致,预计未来几个季度市场将恢复增长 [58][59][60] 问题2 **Alex Nowak 提问** 询问CSL推出50ml预填充注射器对其业务的影响 [60] **Linda Tharby 回答** 预填充注射器可以大幅提高患者使用便利性,预计未来5年内预填充注射器将占SCIg市场50%-75%,这将为公司带来显著的收入增长 [62][63][64] 问题3 **Caitlin Cronin 提问** 询问公司国际业务增长的驱动因素以及未来能否保持 [74][75] **Linda Tharby 回答** 国际业务增长主要来自于欧洲多个市场以及全球免疫球蛋白供应的恢复,未来增长可能会有所放缓,但仍将保持较高水平 [75][76][77]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) [X] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2023 or [_] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number: 0-12305 KORU MEDICAL SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 13-3044880 ...

KORU Medical Systems, Inc. (NASDAQ:KRMD) Q1 2023 Earnings Conference Call May 4, 2023 4:30 PM ET Company Participants Gregory Chodaczek - Gilmartin Group Linda Tharby - President, CEO & Director Thomas Adams - Interim CFO, Secretary & Treasurer Conference Call Participants Jason Bednar - Piper Sandler & Co. Alexander Nowak - Craig-Hallum Operator Greetings, and welcome to the KORU Medical Systems First Quarter 2023 Earnings Call. During the presentation, all participants will be in a listen-only mode. After ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) [X] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2023 or [_] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________. Commission File Number: 0-12305 KORU MEDICAL SYSTEMS, INC. (Exact name of registrant as specified in its charter) New York 13-304488 ...

KORU Medical Systems, Inc. (NASDAQ:KRMD) Q4 2022 Earnings Conference Call March 8, 2023 4:30 PM ET Company Participants Hannah Jeffrey - Investor Relations Linda Tharby - President and Chief Executive Officer Tom Adams - Interim Chief Financial Officer Conference Call Participants Alex Nowak - Craig-Hallum Caitlin Cronin - Canaccord Genuity Joe Downing - Piper Sandler Operator Greetings and welcome to KORU Medical Systems Fourth Quarter and Full Year 2022 Earnings Conference Call. [Operator Instructions] As ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to __________ Commission file number 0-12305 KORU MEDICAL SYSTEMS, INC. (Exact name of registrant as specified in its charter) New York 13-3044880 (State or other ...

KORU Medical Systems, Inc. (NASDAQ:KRMD) Q3 2022 Earnings Conference Call November 9, 2022 4:30 PM ET Company Participants Hannah Jeffrey - The Gilmartin Group Linda Tharby - President and CEO Tom Adams - Interim Chief Financial Officer Josh Bennett - VP of Strategy and Business Development Conference Call Participants Alexander Nowak - Craig-Hallum Capital Group Caitlin Cronin - Canaccord Genuity Joseph Downing - Piper Sandler Operator Greetings, and welcome to KORU Medical Systems Third Quarter 2022 Earni ...

KORU Medical Systems, Inc. (NASDAQ:KRMD) Q2 2022 Earnings Conference Call August 3, 2022 4:30 PM ET Company Participants Gregory Chodaczek - Gilmartin Group Linda Tharby - President, CEO & Director Tom Adams - Interim CFO and VP, Financial Planning & Analysis Conference Call Participants Connor Stevenson - Craig-Hallum Gibran Ahmed - Canaccord Jason Bednar - Piper Sandler & Co. Operator Greetings, and welcome to KORU Medical Systems Second Quarter 2022 Earnings Conference Call. [Operator Instructions]. I wo ...

| --- | --- | --- | --- | |-------|-----------------------------------------------------------|-------|-------| | | | | | | | | | | | | | | | | | Q2 2022 Earnings Call August 3, 2022 KORU Medical Systems | | | | | | | | 1 Forward-Looking Statements 2 This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995 regarding our expectations for future performance, including but not limited to our future reve ...

Repro Med Systems, Inc. (NASDAQ:KRMD) Q1 2022 Earnings Conference Call May 4, 2022 4:30 PM ET Company Participants Greg Chodaczek - Managing Director Linda Tharby - President & CEO Karen Fisher - CFO, Treasurer & Corporate Secretary Conference Call Participants Chase Knickerbocker - Craig-Hallum Joseph Downing - Piper Sandler & Co. Operator Greetings, and welcome to KORU Medical Systems' First Quarter 2022 Earnings Conference Call. [Operator Instructions]. As a reminder, this conference is being recorded. I ...