DROROTCDental Equipment & SuppliesUS GAAP · USD

Dror Ortho-Design, Inc.

Dror Ortho-Design, Inc. develops an AI-based orthodontic platform designed to correct smiles with less lifestyle disruption than traditional clear aligners. The company’s core product, ZSmile, uses a single smart aligner and pulsating air while the patient sleeps or stays at home, and it is positioned as a dentist-controlled alternative in the smile-correction market.

Liikevoitto (EBIT)−2,2milj. USD
+57,4 %v/v
Nettotulos−2,5milj. USD
+55,9 %v/v
Vapaa kassavirta−2,1milj. USD
+25,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−6−4−202milj. USD2020: 0,00 milj. USD2020: EBIT −0,17 milj. USD20202021: 0,00 milj. USD2021: EBIT −0,17 milj. USD20212022: 0,00 milj. USD2022: EBIT −0,18 milj. USD20222023: EBIT −4,4 milj. USD20232024: EBIT −5,2 milj. USD20242025: EBIT −2,2 milj. USD2025−2,2
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Orthodontic treatment platform70 %

The ZSmile system and related orthodontic device platform used to move teeth discreetly during sleep or at home.

Legacy aligner system10 %

The earlier Aerodentis solution that remains part of the company’s technology history and product lineage.

Treatment software10 %

Software used to plan, monitor, and support dentist-controlled orthodontic treatment workflows.

Regulatory and IP-enabled commercialization10 %

Activities tied to FDA clearance, patent protection, and product readiness for market launch.

Asiakkaat

The company’s target customers are dental professionals, especially general practice dentists and orthodontists who would prescribe and monitor treatment using the platform. Its end users are patients seeking smile correction with less inconvenience than conventional aligners, but the commercial buyer and treatment decision-maker is the dental professional. The company also competes for adoption against clear aligner alternatives, so customer value depends on clinical utility, convenience, and pricing.

General practice dentists

They buy or recommend the platform to expand orthodontic services without relying only on orthodontists.

Orthodontists

They use the system for smile correction treatment planning and patient monitoring.

Patients / consumers

They ultimately choose the treatment because the product promises discreet, lower-disruption smile correction.

Dental practices and clinics

They adopt the platform to add orthodontic capability and differentiate their service offering.

Strategia

Management is focused on commercializing ZSmile, protecting the underlying intellectual property, and expanding the addressable practitioner base beyond orthodontists to general dentists. The company is also prioritizing financing because it remains in development stage and needs capital to support product development, regulatory work, and market entry.

Commercialize ZSmileLyhyt aikaväli

The company needs a marketable product to move from development stage to revenue generation.

Broaden practitioner adoptionKeskipitkä aikaväli

Selling through general dentists expands the reachable market beyond orthodontists.

Protect intellectual propertyKeskipitkä aikaväli

Patent and trade secret protection are important to defend the technology against larger competitors.

Secure financingLyhyt aikaväli

The company is loss-making and needs capital to continue development and commercialization.

Maantiede

The company is headquartered in the United States and reports in U.S. dollars, but its operating history includes Israeli roots through Dror Ortho-Design Ltd. The filings do not disclose a country revenue split, which suggests the business is still in development and not yet commercially scaled across geographies. Its near-term geographic exposure is therefore tied more to U.S. regulatory approval and commercialization than to a broad international sales footprint.

Riskit

The company is an early-stage medical device business with no current revenue, so its ability to continue as a going concern depends on raising additional capital and successfully commercializing the platform. It also faces execution risk in product development, regulatory compliance, supply chain reliability, and competition from much larger aligner brands and teledentistry alternatives.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Need for additional financing1Failure to achieve market acceptance2Competition from established aligner brands3Product development and regulatory execution4Business disruption and supply chain issues5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Need for additional financingVaikutus: KriittinenTodennäköisyys: Korkea

    The company is not generating revenues and must fund development and operations externally.

    Kohdistuu: Going concern and dilution risk

  2. Failure to achieve market acceptanceVaikutus: KorkeaTodennäköisyys: Korkea

    The platform must convince dentists and patients to switch from established aligner solutions.

    Kohdistuu: Commercial launch and adoption

  3. Competition from established aligner brandsVaikutus: KorkeaTodennäköisyys: Korkea

    Large competitors have stronger channels, brand recognition, and resources.

    KohdistuuAlign TechnologyDentsply Sirona (Byte)3MStraumann
  4. Product development and regulatory executionVaikutus: KorkeaTodennäköisyys: Korkea

    The platform is a Class II medical device and commercialization depends on successful development and compliance.

    KohdistuuFDA clearanceProduct qualityDesign changes
  5. Business disruption and supply chain issuesVaikutus: KeskitasoTodennäköisyys: Korkea

    Delays or shortages could interrupt R&D, manufacturing, and future deliveries.

    KohdistuuSuppliersInternal systemsProduction readiness

Kirjanpito

Harkinnanvaraiset erät
Research and development expensed as incurred

This policy keeps development spending in current-period losses rather than capitalizing it.

Vaikutus: Affects operating loss and comparability across periods

Going-concern assessment

The company states it needs additional capital to continue operations.

Vaikutus: Important for liquidity disclosure and investor risk assessment

Deferred revenue estimates

Management notes that average selling price assumptions could affect deferred revenue once sales begin.

Vaikutus: Could affect timing of revenue recognition and margins

No derivatives or off-balance-sheet arrangements

The company discloses no such instruments, simplifying current accounting complexity.

Vaikutus: Limits exposure to fair value and hedge accounting issues

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 24.9.2026

Dror Ortho-Design, Inc. (OTC) – Dental Equipment & Supplies | Analyysi – Clarifo