Company Overview - Mobile-health Network Solutions is a leading MedTech innovator ranked 41 in the Financial Times 2024 listing of 500 High-growth Asia-Pacific Companies [4] - The company is the first telehealth provider from the Asia-Pacific region to be listed in the US, offering personalized and reliable medical attention globally [4] - Its platform enables healthcare providers to reach users through virtual clinics without start-up costs, connecting them to a global network of peer-to-peer support groups and partners [4] Share Repurchase Program - The Board of Directors has approved a share repurchase program to buy back up to 214,000 Class A Ordinary Shares, effective immediately for one year [1] - The program reflects the Board's confidence in the company's long-term growth prospects and is seen as a compelling use of capital at current share prices [2] - Repurchases may occur through various means, including open market transactions and privately negotiated transactions, depending on market conditions and regulatory requirements [2][3] Market Position and Strategy - The company believes its current share price does not reflect its intrinsic value or the strength of its fundamentals [2] - The share repurchase program does not obligate the company to repurchase a specific number of shares and can be modified or terminated at the company's discretion [3]

Core Insights - Mobile-health Network Solutions (MNDR) has launched a new tele-dentistry service that allows patients to perform AI-enhanced dental scans at home using the MNDR telemedicine app, with expert-reviewed reports delivered within 24 hours [2][3][4] - The service aims to encourage Southeast Asian patients, who often do not visit dentists regularly, to seek dental care more frequently [3][7] - The tele-dentistry package includes guided steps for capturing intraoral images and receiving AI-generated reports, which will highlight potential dental issues [4][5] Company Developments - MNDR has signed a Memorandum of Understanding (MOU) with Oral Link Pte Ltd and Elite Dental Group Singapore Pte Ltd to facilitate the tele-dentistry service [4][6] - The service is set to launch in Singapore in the summer of 2025, with plans for expansion into Malaysia, Indonesia, and the Philippines by mid-2026 [6] - MNDR will earn an appointment booking fee and platform usage fee for each tele-dentistry session [6] Industry Context - According to the World Health Organization, oral diseases affect nearly 3.7 billion people globally, with untreated dental caries being the most common health condition [9] - The introduction of AI-enabled dental scans is expected to improve early detection of dental issues, potentially increasing patient engagement in dental care [7][9]

Summary of the Conference Call for Mobile Health Network Solution (MNDR) Company Overview - **Company Name**: Mobile Health Network Solution - **Ticker**: MNDR - **Market**: Primarily focused on the APAC region, particularly Singapore, with plans for expansion into Indonesia, Malaysia, and Vietnam [1][26][57] Core Industry Insights - **Telehealth Market**: The company is a leading provider of teleconsultation services in Southeast Asia, with a significant volume of consultations conducted over the past seven years [5][33] - **AI Integration**: The company is leveraging AI technology to enhance healthcare delivery, including the development of an AI companion for patients and an AI adviser for doctors [28][31] Key Points and Arguments - **Market Position**: Ranked as one of the fastest-growing healthcare and life science companies in Singapore and the APAC region, with a Financial Times ranking of 41 in 2024 [5][26] - **User Base**: Over 2 million users in Singapore, with a high user retention rate of nearly 99% [42][56] - **Affordability**: Offers teleconsultation services at a cost of less than $6 to $7, making healthcare accessible and affordable [40] - **Growth Potential**: Less than 20% of care in Singapore is currently virtual, indicating significant growth potential as the company aims to scale virtual care [48][49] Future Plans and Strategies - **Expansion**: Plans to expand operations into Indonesia, Malaysia, and Vietnam, targeting a combined population of nearly 500 million [57][58] - **AI Development**: Focus on developing AI capabilities to automate clinical documentation and enhance patient-doctor interactions [31][54] - **Global Reach**: The platform is designed for global scalability, allowing users worldwide to access services through a mobile app [58] Financial Insights - **Liquidity**: The company has a standby line of $10 million and aims for operational profitability within one to two years [53][54] - **Marketing Strategy**: Minimal marketing expenditure (less than $100,000) with growth driven primarily by word-of-mouth [55] Additional Noteworthy Information - **Healthcare Transformation**: The company is positioned to redefine healthcare delivery through AI, aiming for a seamless interaction between patients and healthcare providers [44][60] - **Unique Value Proposition**: The combination of high consultation volume, healthcare-focused data accumulation, and AI-driven solutions sets the company apart from generalist AI solutions [63][64] Conclusion - The company is at the forefront of a transformative period in healthcare, leveraging AI to enhance accessibility and efficiency in telehealth services, with ambitious plans for growth and expansion in the coming years [41][62]

Core Viewpoint - Mobile-health Network Solutions (MNDR) has announced a new tele-dentistry service that utilizes AI-enabled dental scans, aimed at improving dental care accessibility in Southeast Asia, particularly for patients who do not regularly visit dentists [1][2][6]. Company Overview - MNDR is a leading MedTech innovator ranked 41 in the Financial Times 2024 listing of 500 High-growth Asia-Pacific Companies and is the first telehealth provider from the Asia-Pacific region to be listed in the US [9]. Service Details - The new tele-dentistry service will allow patients to perform AI-enhanced dental scans at home using the MaNaDr telemedicine app, with expert-reviewed reports delivered within 24 hours [1][3]. - Patients can purchase a tele-dentistry package through the app, capture intraoral images with their smartphones, and receive detailed AI-generated reports highlighting potential dental issues [3][4]. - The service will launch in Singapore in summer 2025, with plans for expansion to Malaysia, Indonesia, and the Philippines by mid-2026 [5]. Market Need - The service targets the significant population in Southeast Asia that does not visit a dentist at least once a year, potentially at higher risk for dental conditions [6][7]. - According to the World Health Organization, oral diseases affect nearly 3.7 billion people globally, with untreated dental caries being the most common health condition [7]. Revenue Model - MNDR will earn an appointment booking fee and platform usage fee for each tele-dentistry session conducted through the MaNaDr app [5].

Company Overview - Mobile-health Network Solutions (NASDAQ: MNDR) is a leading MedTech innovator recognized among Asia-Pacific's high-growth companies, ranked 41 in the Financial Times 2024 listing of 500 High-growth Asia-Pacific Companies [10] - The company is the first telehealth provider from the Asia-Pacific region to be listed in the US, offering personalized and reliable medical attention globally through its platform [10] Upcoming Conferences - The company will present at the Sidoti May Virtual Investor Conference on May 21-22, 2025, with presentations by co-CEOs Dr. Tung Yeng Siaw and Dr. Rachel Teoh starting at 8:30 AM ET on May 21 [2][3] - Additionally, the company will participate in the "2025 Virtual Tech Conference" hosted by Maxim Group LLC from June 3-5, 2025, with their presentation scheduled for June 4 at 8:30 AM ET [3] Conference Themes - The conferences will explore the rapid evolution of technology and its impact on various sectors, including healthcare, and how emerging growth companies are leveraging quantum computing and AI for future positioning [4]

Core Viewpoint - Mobile-health Network Solutions (MNDR) intends to acquire Lifepack, a leading pharmacy and telehealth platform in Indonesia, to expand its presence in the high-growth Indonesian healthcare market [1][2][5]. Group 1: Acquisition Details - The acquisition of Lifepack is valued at up to US$7.2 million, contingent upon Lifepack achieving its revenue target for 2025 [5]. - The consideration will be satisfied through the issuance of up to 875,000 new MNDR Class A Ordinary Shares at an issue price of US$8 per share, along with a non-refundable cash payment of US$0.2 million [5][7]. - The US$8 per share issue price represents a substantial premium to MNDR's current share price of approximately US$1.42 as of April 29, 2025, indicating the perceived value of the acquisition [5]. Group 2: Strategic Importance - The acquisition aligns with Indonesia's primary care needs and complements MNDR's telehealth expertise, aiming to serve 280 million people across 17,000 islands [2][3]. - Lifepack's platform is compliant with BPOM regulations and is positioned to lead the Indonesian digital pharmacy market, enhancing healthcare access, especially in remote areas [4][3]. - The partnership aims to create a transformative online-to-offline (O2O) healthcare platform that addresses the unique needs of Indonesia's diverse population [3][4]. Group 3: Lifepack's Operations - Lifepack operates a hybrid model delivering BPOM-licensed prescription drugs, over-the-counter medications, supplements, and medical equipment through both online and offline channels [3][9]. - The platform offers consultations with healthcare professionals via its mobile app, website, and social media, supported by an expanding warehouse network [3][9]. - Lifepack focuses on chronic disease management and preventive care, addressing the growing demand for affordable medical services in Indonesia [3][4].

Company Overview - Mobile-health Network Solutions (MNDR) is a pioneering MedTech company focused on enhancing human connection through technology [1] - The company is ranked 41 in the Financial Times 2024 listing of 500 High-growth Asia-Pacific Companies and is the first telehealth provider from the Asia-Pacific region to be listed in the US [4] - MNDR offers a range of telehealth solutions including teleconsultation services, prescription fulfillment, and personalized services such as weight management programs and gender-specific care [4] Upcoming Events - MNDR will present at the Centurion One Capital 8th Annual Growth Conference from March 3rd to March 6th, 2025, at the Four Seasons Hotel in Toronto [1][3] - Co-founders and co-CEOs, Dr. Tung Yeng Siaw and Dr. Rachel Teoh, are scheduled to present on March 6th, 2025, focusing on the company's latest AI technology innovations [2] - The presentation will include the newly deployed AI Agent platform aimed at improving healthcare providers' workflow efficiency [2] Industry Context - The telehealth solutions industry is experiencing growth, with MNDR positioned to capitalize on this trend through its innovative technology and services [4] - Centurion One Capital, the investment banking firm hosting the conference, is dedicated to supporting the growth of companies in North America, indicating a favorable environment for investment in the sector [5][6]

Core Insights - The launch of ManaSocial positions Mobile-health Network Solutions (MNDR) as a leader in the digital health market, enhancing user engagement and creating new revenue opportunities [2][3][11] Group 1: Strategic Highlights - ManaSocial is a key component of MNDR's growth strategy, leveraging the potential of the digital health sector [3] - The platform introduces multiple monetization avenues, including subscription and advertising revenue [4][14] - It offers monetizable B2B tools for clinics and healthcare organizations to enhance their digital presence [5] Group 2: Market Potential - The global digital health market is expected to exceed $500 billion by 2030, with a CAGR of over 27%, providing a significant opportunity for MNDR [6] - ManaSocial aims to capture a substantial share of this market by addressing both consumer and enterprise needs [6][17] Group 3: User Engagement - ManaSocial features 'Medutainment' tools that combine medical education with entertainment, driving user engagement and retention [7] - The platform facilitates community-driven healthcare discussions, enhancing user interaction [10] Group 4: Competitive Advantage - ManaSocial differentiates itself from traditional telemedicine platforms through verified expertise and a holistic approach to wellness [9][16] - The platform's community-driven model fosters trust and collaboration among users [9] Group 5: Global Expansion - ManaSocial connects users with localized healthcare content, enabling MNDR to penetrate underserved markets and scale operations internationally [8][17] Group 6: Long-Term Growth - The launch of ManaSocial aligns with MNDR's commitment to innovation in the MedTech space, positioning the company to meet the growing demand for digital healthcare solutions [11][18] - The platform is expected to significantly contribute to MNDR's top-line growth by enhancing user acquisition and retention [19]

Business Expansion and Market Risks - The company plans to expand its business into new jurisdictions, which may introduce risks such as regulatory compliance challenges and operational management difficulties[11]. - The company may encounter difficulties in managing the complexity of its operations as it expands, potentially affecting its financial condition and operational results[10]. - The anticipated benefits from growth initiatives may not materialize as expected, leading to potential adverse effects on the company's financial performance[12]. - The company faces risks from political, economic, and regulatory environments in Singapore and Malaysia, which could adversely affect its operations[40]. - The company aims to expand its service offerings along the healthcare value chain, including targeted campaigns and workshops for medical professionals[85]. - The anticipated expansion includes reaching new markets in the APAC region, such as Malaysia, the Philippines, and Vietnam, through strategic partnerships and acquisitions[85]. Financial Performance and Revenue - Total revenue increased by approximately 77.2%, from US$7.9 million in the year ended June 30, 2023, to US$14.0 million in the year ended June 30, 2024[82]. - Revenue increased by 77.4% to $13.9 million for the financial year ended June 30, 2024, compared to $7.9 million for the previous year[124]. - Telemedicine revenue from the private sector rose to $12.6 million, an increase of 88.4% from $6.7 million in the prior year, while public sector revenue dropped significantly[126]. - The number of private telemedicine transactions increased by 70.4% to 1,547 for the financial year ended June 30, 2024, compared to 908 in the previous year[128]. - The company incurred a net loss of $15.6 million for the financial year ended June 30, 2024, compared to a net loss of $3.2 million in 2023[138]. - Cash and cash equivalents as of June 30, 2024, were approximately $6.7 million, providing liquidity for operations[138]. Technology and Innovation - The company is investing significantly in upgrading its technology infrastructure to enhance performance and functionality, which may require substantial resources and time[17]. - The integration of Generative AI into the platform presents potential risks, including data breaches and regulatory compliance challenges, which could impact patient care and business operations[18]. - The company plans to enhance user engagement through data-driven and predictive healthcare services, incorporating smart predictive AI into its mobile application and website[84]. - The company aims to develop a next-generation healthcare operating system to connect patients with healthcare services more intuitively and efficiently[84]. - The company plans to implement blockchain technology for decentralized storage of user data, enhancing user control over personal information[84]. Regulatory Compliance and Legal Risks - Compliance with privacy laws regarding patient health information is crucial, as violations could result in significant penalties and harm to the company's reputation[18]. - The company must comply with various regulatory requirements in Singapore, and failure to maintain necessary approvals could lead to operational disruptions and financial penalties[21]. - The company faces substantial litigation and regulatory risks, including potential claims and lawsuits that could adversely affect its financial condition and reputation[10]. - The Healthcare Services Act 2020 (HCSA) replaced the Private Hospitals and Medical Clinics Act, with full implementation completed by the end of 2023[113]. - Penalties for non-compliance under the HCSA include fines up to S$100,000 or imprisonment for up to two years for serious offenses[113]. User Engagement and Service Quality - The MaNaDr platform offers a 24/7 virtual care ecosystem, providing users with timely access to healthcare professionals[75]. - The company has implemented quality control standards for its MaNaDr platform, but there is no assurance that these measures will be sufficient to ensure service quality[19]. - The company has developed a three-tier quality control system for teleconsulting services, ensuring high standards of medical care[104]. - The MaNaDr platform operates Singapore's only in-app live group chat service, providing 24/7 support and enhancing user experience[78]. - The company has established a comprehensive risk management system to minimize medical risks, with no medical malpractice claims reported during the years ended June 30, 2024, and 2023[102]. Competition and Market Position - The company faces intense competition for skilled medical professionals and support staff, which may lead to increased compensation costs[36]. - The Singapore telehealth solutions market is expected to grow significantly, driven by increasing disposable income and healthcare awareness, positioning the company to benefit from this growth[77]. - The company operates in a competitive healthcare market, with a focus on family medicine and health IT services[142]. Corporate Governance and Management - The company is currently classified as an "emerging growth company" and may take advantage of reduced reporting requirements until it meets certain thresholds, such as total annual gross revenue of at least $1.235 billion[66]. - The company has established an audit committee, a compensation committee, and a nominations committee, all composed of independent directors[151]. - The board of directors consists of 5 members, with 1 female and 4 male directors, indicating a gender diversity ratio of 20% female[147]. - The company has a diverse executive team, including a Chief Financial Officer and a Chief Technology Officer, enhancing its operational capabilities[143]. Risk Management and Cybersecurity - The company processes a large amount of sensitive user data, which poses risks related to data security and compliance with privacy regulations[24]. - The company may incur significant costs related to cybersecurity breaches, which could harm its reputation and financial condition[10]. - The company has conducted ongoing assessments of cybersecurity risks to its information systems[200]. Intellectual Property and Innovation - The company relies on intellectual property protections, but faces challenges in enforcing these rights, which could impact its competitive position[27]. - As of June 30, 2024, the company had registered 22 trademarks and 2 patents in Singapore, reflecting its commitment to protecting intellectual property[108]. Employee and Executive Compensation - For the year ended June 30, 2023, the company incurred compensation of approximately S$1,103,000 (US$818,000) to executive officers and S$5,200 (US$38,000) to non-executive directors[149]. - The Employee Incentive Plan adopted in March 2023 allows for the issuance of shares up to 10% of the total issued Class A Ordinary Shares, with options granted at US$1.0 per share[162]. Financial Reporting and Audit - The financial statements are prepared in accordance with US GAAP, with the reporting currency being the US dollar[211]. - The company has determined that there were no material weaknesses in internal control over financial reporting as of June 30, 2024[191]. - The audit committee oversees the accounting and financial reporting processes and the audits of the financial statements of the company[151].