What happened with IVF today?
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INVO Fertility serves people seeking fertility treatment through U.S. clinics. Patients receive treatments including conventional in vitro fertilization (IVF), generating service revenue for the company. Clinic services account for nearly all revenue, concentrated in Wisconsin Fertility Institute and the Georgia joint venture. At the Georgia clinic, partner Bloom provides medical services, while INVO supplies funding, laboratory services and quality management.
The company also sells its proprietary INVOcell device to other fertility clinics, a much smaller business. INVOcell allows fertilization and early embryo development inside a woman’s body rather than in a laboratory incubator. This approach is called intravaginal culture, or IVC, and is also offered at the company’s clinics. The business has shifted from device distribution toward clinic-based treatment.
Operations depend on clinical staff and medical partners. Clinics must meet healthcare licensing and service requirements, while INVOcell is subject to FDA clearance requirements, including for modifications that require further review. State laws concerning embryos can also restrict fertility services and embryo handling. INVO still needs additional financing until operations generate enough cash to fund the business.
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INVO's results depend mainly on fertility-treatment volumes and clinic profitability, especially at its Georgia joint venture and Wisconsin Fertility Institute, rather than device sales.
Femasys sells insemination devices to infertility specialists, offering patients an alternative to INVO Fertility, Inc.'s INVOcell treatment, while INVO also earns clinic revenue from IVF and intrauterine insemination (IUI). Watch sales of FemaSeed, which delivers sperm into the fallopian tube, for demand for that alternative among patients who often pay directly for fertility treatment.
Femasys Inc. earningsFEMY
Femasys’ report will show demand for FemaSeed, an alternative fertility treatment, and whether it competes for the same self-paying patients as INVO Fertility’s clinics.
Watch FemaSeed sales. Stronger sales would point to greater demand among patients paying directly for this alternative, putting more pressure on INVO clinics’ IUI and other treatments; weaker sales would offer less evidence that it is drawing patients or treatment spending away from INVO. FemaSeed sales alone cannot show that INVO is losing patients; the question is whether demand for the alternative is growing.
INVO Fertility, Inc. earningsThis company
INVO Fertility earns most of its revenue from fertility clinics, and this report will show whether patient revenue is keeping pace with the cost of providing care.
Compare clinic revenue with the cost of services, which includes the expense of staffing and delivering care. Revenue growing faster than that cost would show that treatment income is improving the clinics’ operating base; costs rising faster, or revenue weakening, would show that growth is not covering the resources needed to treat patients. The test is whether added clinic revenue leaves more room after care costs, not simply whether revenue rises.
