Sanara Medtech Inc.

Medical Instruments & Supplies • Healthcare • Fort Worth, TX, United States • SMTI (NCM)

817 529 2300 1200 Summit Avenue, Fort Worth, TX 76102, United States

Quarter: Q4 2025 Reported: November 12, 2025 Sentiment: Neutral

Sanara MedTech Inc., a medical technology company, develops, markets, and distributes surgical, wound, and skincare products and services to physicians, hospitals, clinics, and post-acute care settings in the United States. The company offers CellerateRX Surgical, a medical hydrolysate of Type I bovine collagen indicated for the management of surgical, traumatic, and partial- and full-thickness wounds, as well as first- and second-degree burns. It also develops BIASURGE, a no-rinse surgical solution used for wound irrigation; FORTIFY TRG, a freeze-dried, multi-layer small intestinal submucosa extracellular matrix sheet; FORTIFY FLOWABLE extracellular matrix, an advanced wound care device; and TEXAGEN, a multi-layer amniotic membrane allograft used as an anatomical barrier with robust handling that can be sutured for securement. The company has a license agreement with Rochal to develop, market, and sell antimicrobial products that include BIASURGE Advanced Surgical Solution, BIAKOS Antimicrobial Wound Gel, and BIAKOS Antimicrobial Skin and Wound Cleanser for the prevention and treatment of microbes on the human body. Sanara MedTech Inc. was incorporated in 2001 and is based in Fort Worth, Texas.

Analysis Summary

Sanara MedTech Inc. (SMTI) has commenced a strategic realignment of its business, as disclosed on November 11, 2025, through a press release furnished as Exhibit 99.1 to a Current Report on Form 8-K. The core of this initiative involves the discontinuation of operations for its Tissue Health Plus segment.

**Detailed Financial Performance Breakdown:** The provided transcript does not contain any financial performance data for Q4 2025 or any other period, nor does it offer details on the financial impact of the announced strategic realignment.

**Strategic Initiatives and Business Segment Analysis:** The discontinuation of Tissue Health Plus indicates a re-evaluation of the company's operational footprint. This strategic decision suggests that the segment may have been underperforming, misaligned with the company's evolving core competencies, or deemed less critical for future growth. The realignment is likely intended to streamline operations, reduce overhead, and reallocate capital and resources to business units with higher potential or better strategic fit.

**Management Commentary and Forward Guidance:** The transcript provides no direct management commentary beyond the factual announcement of the strategic realignment. No forward guidance regarding the financial implications of this discontinuation, future revenue, earnings, or operational performance was included in this disclosure.

**Competitive Positioning and Market Trends:** The document offers no insights into SMTI's competitive positioning within the market or broader industry trends. The strategic realignment could be a response to internal performance assessments, competitive pressures, or shifts in market demand.

**Risk Factors and Concerns Raised:** While not explicitly stated as risks within the transcript, the discontinuation of a business segment inherently carries potential risks. These include one-time costs associated with winding down operations, potential asset write-downs or impairment charges, a short-term impact on overall revenue, and potential disruption to existing customer relationships or employee morale within the affected segment. The absence of detailed financial impact information in this announcement also introduces a degree of uncertainty regarding the immediate and long-term financial consequences.

Key Highlights

• Sanara MedTech Inc. initiated a strategic business realignment.
• Operations of the Tissue Health Plus segment are being discontinued.
• The announcement was made on November 11, 2025.
• This move signals a pivot in the company's overall business strategy.
• The realignment aims to streamline operations and refocus corporate resources.

Financial Metrics

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revenue

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guidance

net income

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Stock Performance (90 Days)

Data through Dec 26, 2025

Layoff Events

Earnings Calls

Positive Signals

• Management's proactive approach to strategic portfolio optimization.
• Commitment to streamlining operations for enhanced efficiency.
• Potential for improved resource allocation to core business areas.
• Focus on long-term strategic alignment and growth.

Risks & Concerns

— Potential for one-time costs and expenses related to discontinuing operations.
— Risk of asset write-downs or impairment charges for the Tissue Health Plus segment.
— Uncertainty regarding the short-term impact on overall company revenue.
— Potential for disruption to existing customer relationships or employee morale.
— Lack of detailed financial impact information creates uncertainty for investors.