DocGo Announces Upcoming Participation at TD Cowen 46th Annual Health Care ConferenceFeb 17, 2026 7:35 AM Eastern Standard Time# DocGo Announces Upcoming Participation at TD Cowen 46th Annual Health Care ConferenceShare---NEW YORK--([BUSINESS WIRE])--DocGo Inc. (Nasdaq: DCGO) ("DocGo†), a leading provider of technology-enabled mobile health services, announced today that Lee Bienstock, Chief Executive Officer, will participate in 1x1 meetings at the TD Cowen 46th Annual Health Care Conference on Monday, M ...

NEW YORK--(BUSINESS WIRE)--DocGo Inc. (Nasdaq: DCGO) ("DocGo†or the "Company†), a leading provider of technology-enabled mobile health and medical transportation services, today announced that its virtual care division, SteadyMD, is undertaking an immediate expansion of its clinical workforce, with plans to increase clinical staff by up to 50% over the coming weeks. The hiring initiative is driven by accelerating demand from its customer roster of top consumer, healthcare, and digital wellness. ...

Summary of DocGo FY Conference Call Company Overview - **Company**: DocGo (NasdaqCM:DCGO) - **Business Model**: A tech-driven provider of mobile health services, focusing on non-emergency medical transportation and various mobile health services including care gap closures, mobile phlebotomy, and remote patient monitoring, primarily for cardiac patients - **Operations**: Operates a fleet of approximately 900 vehicles and employs around 3,000 healthcare professionals, providing services across 50 states and the U.K. [5][6] Macro Environment and Regulatory Concerns - **Regulatory Shifts**: Ongoing discussions regarding Medicaid eligibility and administration could impact the care gap closure business if fewer individuals are covered [8][9] - **Demand Pressure**: A potential reduction in Medicaid coverage may increase demand for mobile health services as the existing healthcare system is already under pressure [9] - **AI Integration**: DocGo is leveraging AI to enhance efficiency in patient outreach and clinician operations [10] Business Segments and Growth Opportunities - **Revenue Segmentation**: Revenue is derived from two main segments: medical transportation (70% of revenue) and mobile health services, with the latter expected to grow rapidly [15][16] - **Care Gap Closure Business**: Currently working with six payers, with a cumulative assignment of 1.3 million lives. Revenue from this segment has quadrupled from 2024 to 2025, although it has lower margins compared to other mobile health services [18][19] - **Growth Focus**: The company is prioritizing investments in mobile health lines, particularly care gap closures and mobile phlebotomy, which are expected to yield higher margins in the future [19][20] Staffing and Operational Challenges - **Staffing Issues**: In 2025, DocGo had to outsource 26,000 transports due to staffing shortages, resulting in an estimated opportunity cost of $8-$9 million in revenue [40][41] - **Retention Strategies**: The company is focusing on improving recruitment and retention of EMTs and paramedics, which are critical to operations [42][49] - **Capacity Utilization**: The company aims to maintain a capacity utilization rate of 0.35 to 0.4 trips per 10-hour shift to optimize operations [45][48] Financial Guidance and M&A Strategy - **Revenue Guidance**: Projected revenue for 2026 is between $280 million and $300 million, reflecting organic growth without accounting for new contracts or M&A [54][55] - **M&A Opportunities**: DocGo is looking for tuck-in acquisitions to enhance mobile health capabilities and bolster operations in existing markets. The current market conditions present favorable opportunities for acquisitions [56][60] - **Balance Sheet Management**: The company has a solid balance sheet but is cautious about using equity for acquisitions. Recent cash collections from previous contracts are expected to support ongoing operations [61][62] Government Relations and Future Outlook - **Government Contracts**: The company is cautious about engaging in new government contracts due to working capital intensity but sees potential in population health programs under the new administration [63][66] - **Guidance Approach**: The company aims to provide conservative guidance to ensure that it can meet expectations without relying on uncertain factors [68][74] Conclusion DocGo is positioned to capitalize on growth opportunities in mobile health services while navigating regulatory challenges and operational hurdles. The focus on improving staffing, leveraging technology, and pursuing strategic acquisitions will be critical for achieving its financial targets in the coming years.

Group 1 - DocGo Inc. is a leading provider of technology-enabled mobile health and medical transportation services [1] - The company will participate in the 28th Annual Needham Growth Conference, with a fireside chat scheduled for January 14 at 1:30 PM Eastern Time [1] - A webcast of the fireside chat will be available on DocGo's investor relations website [1] Group 2 - DocGo is at the forefront of the proactive healthcare revolution, offering an innovative care delivery platform that includes mobile health services, remote patient monitoring, ambulance services, and a nationwide virtual care network [2] - The company aims to reshape traditional healthcare by providing high-quality, accessible care to patients in various settings [2] - DocGo's proprietary technology and dedicated field staff enhance patient care quality and improve operational efficiencies for healthcare facilities and providers [2]

Core Idea - The core idea of DocGo Inc. is to create a world-class mobile health care company that delivers medical care to patients where and when it is needed, aiming for better health outcomes and reduced strain on the healthcare system [2][3]. Company Overview - DocGo Inc. is focused on building a leading provider of tech-driven mobile care, with a foundational medical transportation business that operates similarly to an Uber-like model for medical transportation [4]. - The company has a rapidly growing care in the home business, all supported by a proprietary technology backbone designed specifically for delivering care [4].

Summary of DocGo Inc. Conference Call Company Overview - **Company**: DocGo Inc. - **Industry**: Mobile healthcare - **Core Idea**: Delivering medical care to patients where and when it is needed, aiming to improve health outcomes and reduce strain on the healthcare system [2][3] Key Business Segments - **Medical Transportation**: - Tech-driven platform providing medical transportation services, akin to an Uber-like experience [3][4] - Revenue projected to exceed $200 million this year, up from less than $100 million five years ago [8] - **Care-in-the-Home**: - Rapidly growing segment providing healthcare services directly in patients' homes [3][4] - Expected to serve over 150,000 patients this year [7][15] - **Remote Patient Monitoring**: - Monitoring over 50,000 patients, primarily in cardiac care [5][12] Financial Performance - **Q3 Revenue**: Approximately $71 million, with an adjusted gross margin of 33% [10][11] - **Adjusted EBITDA Loss**: Approximately $7.2 million [10] - **Cash Position**: Total cash on the balance sheet is $95.2 million, with no debt [11] - **Growth Guidance**: Projected revenue for next year is between $280 million to $300 million, indicating significant growth potential [9][38] Market Dynamics - **Total Addressable Market (TAM)**: Significant growth expected in home healthcare delivery, with CMS predicting a shift towards home-based care [3][18] - **Chronic Disease Management**: Addressing chronic diseases, which account for 90% of the U.S. healthcare spending, is a key focus [13][14] Competitive Advantages - **Tech Integration**: Proprietary tech platform integrated with hospital systems (e.g., Epic) to streamline patient flow and improve service delivery [24][25] - **Vertical Integration**: Combining technology, clinical staff, and transportation services to provide a seamless healthcare experience [28][30] - **Strategic Partnerships**: Collaborations with major hospital systems and health insurance companies to enhance service delivery and patient engagement [4][23][27] Growth Strategy - **Expansion Plans**: Focus on increasing patient density in existing markets and expanding to new markets through existing payer relationships [36][37] - **M&A Activity**: Recent acquisition of SteadyMD to enhance telehealth capabilities and expand clinical provider network [20][21][36] - **Patient-Centric Approach**: Emphasis on keeping patients out of hospitals and managing chronic conditions effectively [31][33] Additional Insights - **Patient Engagement**: High patient satisfaction reported, leading to better health outcomes [6][12] - **Service Offerings**: Over 40 different care services provided in-home, including screenings and vaccinations [15][22] - **Market Trends**: Anticipated shift of 30% of primary care market to non-traditional providers, indicating a growing opportunity for mobile healthcare [17][18] Conclusion DocGo Inc. is positioned as a leading provider in the mobile healthcare space, leveraging technology and strategic partnerships to deliver comprehensive care solutions. The company is on a growth trajectory with a strong financial foundation and a clear strategy to address the evolving needs of the healthcare market.

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of DocGo Inc. (NASDAQ: DCGO) towards shareholders [1] Group 1: Legal Actions and Shareholder Rights - Long-term shareholders of DocGo may seek corporate governance reforms, return of funds, court-approved financial incentives, or other benefits [2] - Shareholder involvement is crucial for improving company policies and practices, leading to enhanced shareholder value [3] Group 2: Firm's Background and Services - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having recovered millions for defrauded investors [4]

Core Insights - DocGo Inc. is actively participating in several investor conferences in December, showcasing its commitment to engaging with investors and stakeholders [1][2]. Group 1: Investor Conferences - DocGo's CEO, Lee Bienstock, will participate in 1x1 meetings and deliver a presentation at the Noble Capital Markets Emerging Growth Conference on December 3 at 1:00 PM ET [1]. - The CEO will also attend Citi's 2025 Global Healthcare Conference on December 4 for 1x1 meetings [2]. - Additionally, Lee Bienstock will present at the iAccess Alpha Best Ideas Conference on December 9 at 1:00 PM ET, with a webcast available on the company's investor relations website [2]. Group 2: Company Overview - DocGo is a leading provider of technology-enabled mobile health and medical transportation services, aiming to revolutionize healthcare delivery through its innovative platform [3]. - The company offers a range of services including mobile health, remote patient monitoring, ambulance services, and a nationwide virtual care network, enhancing patient care and operational efficiency [3]. - DocGo's technology and dedicated health professionals facilitate telehealth services, bridging the gap between physical and virtual care [3].

Summary of DocGo Conference Call Company Overview - **Company Name**: DocGo - **Industry**: Mobile health and medical transportation services - **Stock Symbol**: DCGO (NASDAQ) - **Geographic Presence**: United States and United Kingdom - **Core Services**: Medical transportation, care in the home, remote patient monitoring, and technology-driven mobile healthcare solutions [1][2][3] Key Points and Arguments Business Model and Services - DocGo operates a tech-driven mobile health platform that includes ambulance services, medical transportation management, and home care services [2][4] - The company aims to deliver healthcare at any address, providing a turnkey solution for hospitals and facilities that prefer to outsource their transportation needs [4][5] - The use of "upskilled clinicians" allows for more efficient care delivery, utilizing qualified personnel for tasks that are often performed by overqualified individuals [5][6] Financial Performance - In 2023, DocGo's revenues peaked at over $600 million, largely due to non-recurring revenue from migrant-related services [15] - Projected revenue for 2025 is approximately $320 million, indicating a significant drop due to the transition away from non-core services [15] - Core medical transportation revenue has grown from $48 million in 2019 to over $200 million in 2023, demonstrating steady growth despite overall revenue fluctuations [16] Recent Developments - The acquisition of SteadyMD enhances DocGo's telehealth capabilities and expands its virtual care network across all 50 states [10][11] - The company has a strong balance sheet, with a cash balance of approximately $95 million and a focus on both organic and inorganic growth strategies [20][46] Market Position and Strategy - DocGo operates in a fragmented market with over 10,000 ambulance providers in the U.S., positioning itself as a scalable solution provider [37] - The company emphasizes vertical integration and a competitive technology advantage, which are critical for maintaining its market position [47][40] - Partnerships with health plan providers allow DocGo to reach patients who are delinquent in receiving necessary care, thereby increasing access and reducing overall healthcare costs [32][25] Challenges and Future Outlook - The company faces challenges related to accounts receivable, particularly from municipal contracts, but has successfully collected 96% of outstanding invoices [49] - The new mayoral administration in New York City may present both opportunities and risks, but DocGo's existing contracts with health and hospital systems are expected to continue [50][51] - The focus remains on closing care gaps and providing efficient healthcare solutions to prevent hospital readmissions and manage chronic diseases [22][24] Additional Important Information - DocGo's mobile health segment is expected to conduct over 150,000 home visits in 2025, reflecting the growing demand for home-based healthcare services [28] - The company is actively looking for acquisition opportunities in the healthcare sector, viewing current market conditions as favorable for growth [44][45] - Leadership includes experienced professionals from both healthcare and general management backgrounds, contributing to a well-rounded management team [47][39]

Core Insights - DocGo Inc. is a leading provider of technology-enabled mobile health and medical transportation services [1] - The company will participate in the 17th Annual Southwest Ideas Conference on November 19th, where CFO Norm Rosenberg will engage in 1x1 meetings and deliver a presentation at 2:20 PM ET [1] - A webcast of the event will be available for interested investors [1]