LifeMD(LFMD)
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LifeMD(LFMD) - 2025 Q2 - Quarterly Results
2025-08-05 20:10
Exhibit 99.1 LifeMD Reports Second Quarter 2025 Results Conference call begins at 4:30 p.m. Eastern time today NEW YORK, August 5, 2025 — LifeMD, Inc. (Nasdaq: LFMD), a leading provider of virtual primary care services, today reported financial results for the three and six months ended June 30, 2025. Management Commentary "The second quarter of 2025 was an extremely productive quarter for LifeMD and the evolution of our telehealth platform," said Justin Schreiber, Chairman and CEO of LifeMD. "Hundreds of t ...
LifeMD Reports Second Quarter 2025 Results
Globenewswire· 2025-08-05 20:05
Core Insights - LifeMD, Inc. reported strong financial results for Q2 2025, with total revenue increasing by 23% year-over-year to $62.2 million, driven by a 30% increase in telehealth revenue [2][8][9] - The company is expanding its telehealth platform into high-need clinical areas, including a nationwide behavioral health offering and a virtual women's health brand acquisition [4][5] - LifeMD's adjusted EBITDA rose significantly by 223% to $7.1 million, with telehealth adjusted EBITDA increasing by 560% to $3.4 million [5][8][9] Financial Performance - Total revenue for Q2 2025 was $62.2 million, up from $50.7 million in Q2 2024, with telehealth revenue reaching $48.6 million [8][9] - The number of active telehealth subscribers grew by 16% to approximately 297,000 [9][10] - The company generated over $8 million in operating cash flow and exited the quarter with $36.2 million in cash after fully repaying all senior debt [5][9] Operational Highlights - LifeMD launched a nationwide behavioral health offering and acquired a women's health brand to enhance its service offerings [4][5] - The enhanced LifeMD+ membership program was scaled to provide 24/7 urgent and primary care, along with specialty care and wellness products [4][5] - The company reported a gross margin of 88%, slightly down from 90% in the prior year due to revenue mix [9] Guidance and Outlook - LifeMD revised its full-year 2025 guidance for total revenue to a range of $250 million to $255 million, down from previous guidance of $268 million to $275 million [14] - The company expects telehealth revenue for the full year to be in the range of $195 million to $200 million, compared to earlier estimates of $208 million to $213 million [14] - Adjusted EBITDA guidance for the full year was also revised down to a range of $27 million to $29 million from $31 million to $33 million [14]
LifeMD to Participate in the Canaccord Genuity 45th Annual Growth Conference
GlobeNewswire News Room· 2025-08-04 12:00
LifeMD® is a leading provider of virtual primary care. LifeMD offers telemedicine, access to laboratory and pharmacy services, and specialized treatment across more than 200 conditions, including primary care, men's and women's health, weight management, and hormone therapy. The Company leverages a vertically integrated, proprietary digital care platform, a 50-state affiliated medical group, a state-of-the-art affiliated pharmacy, and a U.S.-based patient care center to increase access to high-quality and a ...
LifeMD Names COO and Promotes Two Executives
GlobeNewswire News Room· 2025-07-31 12:00
Core Insights - LifeMD, Inc. has appointed Shayna Webb Dray as Chief Operating Officer, recognizing her extensive experience in operations and supply chain management [1][2] - The company aims to leverage Ms. Webb Dray's leadership to enhance growth in new verticals and improve patient care quality [2] - LifeMD has also expanded the roles of other executives, including Jessica Friedeman as Chief Marketing and Product Officer and Jacob Ellison as Chief Analytics Officer [3][4] Company Overview - LifeMD is a leading provider of virtual primary care, offering telemedicine, laboratory, and pharmacy services across more than 200 conditions [4] - The company utilizes a vertically integrated digital care platform, a 50-state affiliated medical group, and a state-of-the-art pharmacy to provide high-quality and affordable care [4]
LifeMD to Report Second Quarter 2025 Financial Results on August 5
Globenewswire· 2025-07-29 20:05
Core Viewpoint - LifeMD, Inc. is set to report its financial results for the second quarter of 2025 on August 5, 2025, after market close, indicating ongoing transparency and engagement with investors [1]. Group 1: Financial Reporting - LifeMD will announce its financial results for the three and six months ended June 30, 2025 [1]. - The conference call to discuss these results will begin at 4:30 p.m. Eastern time on August 5, 2025 [2]. Group 2: Company Overview - LifeMD is a prominent provider of virtual primary care services, offering telemedicine, laboratory access, and pharmacy services across over 200 conditions [3]. - The company utilizes a vertically integrated digital care platform, a 50-state affiliated medical group, and a large affiliated pharmacy to enhance access to affordable healthcare [3].
Hims & Hers vs. LifeMD: Which Telehealth Stock Has More Upside?
ZACKS· 2025-06-30 15:15
Core Insights - Virtual healthcare services, or telehealth, are becoming a standard in the digital healthcare space, with companies like Hims & Hers Health, Inc. (HIMS) and LifeMD, Inc. (LFMD) emerging as key players providing direct-to-consumer services [1][2] Company Overview - Hims & Hers is focused on transforming health and wellness needs for consumers, while LifeMD offers cost-effective telehealth solutions for comprehensive virtual and in-home healthcare [2] - HIMS is expanding into Europe through the acquisition of ZAVA, targeting markets such as Germany and France, while LFMD's Wegovy program has enrolled over 75,000 patients, indicating strong market traction [6][8][10] Stock Performance & Valuation - Over the past three months, HIMS has increased by 67.2%, while LFMD has risen by 152.8%. However, in the past year, HIMS has gained 130.7% compared to LFMD's 102.2% [3] - HIMS has a forward price-to-sales (P/S) ratio of 4.3, above its three-year median of 2.3, while LFMD's ratio is 2.2, also above its median of 0.9 [5] Earnings Projections - HIMS expects a 170.4% growth in EPS for 2025, compared to LFMD's projected 107.6% growth [6][15][17] - The Zacks Consensus Estimate for HIMS' 2025 EPS suggests a significant improvement from 2024, while LFMD's estimate also indicates growth [15][17] Strategic Initiatives - HIMS is focusing on expanding into new specialty areas that can be treated via telehealth, such as sleep disorders and hypertension, which align with its business model [7] - LifeMD's Wegovy program integrates medication with virtual care, providing a compliant solution for weight loss therapy, which is in high demand [10][11] Financial Health - LifeMD reported first-quarter revenues of $65.7 million and net income of $1.4 million, showing a turnaround from previous losses, supported by $34.4 million in cash [12] - HIMS is utilizing proceeds from its $870 million convertible senior notes offering to support global expansion and investment in AI and personalized treatments [9] Investment Outlook - HIMS is viewed as a more stable investment opportunity with strong profitability and user engagement, while LFMD is recognized for its rapid growth and expansion [24][25] - Analysts have set average price targets for HIMS at $46.17 and for LFMD at $12.81, both indicating potential declines from their last close [20][22]
10 Under-the-Radar Healthcare Stocks With Incredible Growth Potential
The Motley Fool· 2025-06-28 13:10
Core Viewpoint - The healthcare sector is highlighted as a critical area in the stock market, driven by the need for innovative therapies and medical technologies to address an aging population and rising chronic diseases. There are ten under-the-radar healthcare stocks identified as potential investment opportunities. Group 1: Company Highlights - **Certara**: Positioned to benefit from AI-driven transformations in medicine, providing bio-simulation software that accelerates drug development, with over 90% of novel drugs approved by the FDA since 2014 utilizing its technology [3][4]. - **Beam Therapeutics**: A clinical-stage biotech focusing on precision gene editing therapies for genetic diseases, with its lead candidate in phase 1/2 trials for sickle cell disease, showing promise for long-term growth [5][6]. - **Inspire Medical Systems**: Develops implantable devices for obstructive sleep apnea, reporting a 23% year-over-year revenue increase to $201 million, indicating strong market demand [8]. - **Insulet**: Specializes in tubeless insulin pump technology, targeting a revenue growth of 19% to 22% by 2025, with significant expansion opportunities in international markets [9]. - **Krystal Biotech**: Focuses on rare skin diseases, with its gene therapy expected to generate approximately $400 million in revenue this year, reinforcing its market position [10]. - **LifeMD**: Operates a telehealth platform with a 49% year-over-year revenue increase, driven by a partnership with Novo Nordisk, indicating potential for further growth [11]. - **Option Care Health**: Leading provider of home infusion services, positioned to benefit from the shift towards personalized healthcare [12]. - **Tempus AI**: Utilizes AI for precision medicine, projecting over 80% revenue growth this year to about $1.3 billion, highlighting its expansive data ecosystem [13]. - **TransMedics Group**: Innovates in organ transplantation with its FDA-approved Organ Care System, projecting a 30% revenue growth this year [14][15]. - **Veeva Systems**: Offers cloud-based software for life sciences, serving over 1,000 customers and positioned to capitalize on the industry's digital transformation [16].
LifeMD: Inflection Into Profitability Should Drive Stock Upward
Seeking Alpha· 2025-06-26 09:21
Company Overview - LifeMD (NASDAQ: LFMD) is a rapidly growing telehealth company that provides subscriptions and prescriptions for chronic conditions [1] - The company has 290,000 active patient subscribers and operates across all 50 states in the United States [1] Business Model - LifeMD's business model focuses on telehealth services, which include both subscription-based and prescription services [1] Market Position - LifeMD is positioned in the telehealth industry, which is experiencing significant growth due to increasing demand for remote healthcare solutions [1]
LifeMD: An Overlooked GLP-1 Beneficiary
Seeking Alpha· 2025-06-25 07:02
Company Overview - LifeMD (NASDAQ: LFMD) has a unique corporate structure, originally founded as ImmuDyne in 1994 and going public in 2001, later rebranding to Conversion Labs in 2018 before adopting its current name [1] Investment Approach - The investment strategy focuses on a holistic approach that incorporates both top-down and bottom-up valuation techniques, emphasizing the importance of detailed company aspects such as capital structure and debt covenants in equity valuation [1]
LifeMD to Participate in Two Investor Conferences During June
Globenewswire· 2025-06-09 12:00
Core Insights - LifeMD, Inc. is a leading provider of virtual primary care services, offering telemedicine and access to various healthcare services across more than 200 conditions [1][2] - The company will participate in two investor conferences in June, focusing on topics related to consumer and enterprise healthcare solutions [2] Company Overview - LifeMD provides a vertically integrated digital care platform, a 50-state affiliated medical group, and a 22,500-square-foot affiliated pharmacy [1] - The services offered include primary care, men's and women's health, weight management, and hormone therapy [1] Upcoming Events - Management will participate in the BTIG Obesity Health Forum on June 18, discussing "Direct to Consumer vs. Direct to Enterprise" [2] - The company will also be present at the Truist Securities Healthcare Disruptors & Digital Health Conference on June 24-25, with a panel discussion on "Tailored Approach to Weight Loss Solutions" [2]