Key Takeaways MED is expected to post a 40.5% revenue drop and a loss of 76 cents per share in Q4. Medifast's shrinking OPTAVIA coach base and GLP-1 competition may have hurt sales volumes. MED's Premier pricing, auto-ship retention gains and strong balance sheet may cushion results. Medifast, Inc. (MED) is likely to witness a top and bottom-line decline when it reports fourth-quarter fiscal 2025 earnings on Feb. 17, after market close. The Zacks Consensus Estimate for revenues is pegged at $70.8 million, i ...

Core Insights - Omada Health's program, when paired with GLP-1 medications, demonstrates significant weight loss and persistence compared to real-world evidence, highlighting its value for employers in managing weight loss medication complexities [1][2][3] Program Outcomes - Members who remained in the program for 12 months experienced an average weight loss of 18.4%, significantly higher than the 11.9% weight loss reported in real-world evidence [2] - Omada members achieved 47% greater average weight loss on semaglutide and 37% greater weight loss on tirzepatide compared to published real-world evidence [2] - Overall, members in the program, regardless of medication persistence, achieved an average weight loss of 16.3%, nearly double that observed in real-world analyses [2] Medication Persistence - 67% of Omada members maintained their GLP-1 medication for one year, surpassing the 47-49% persistence rate found in comparable studies [4] - Members who discontinued medication before one year had an average weight loss of 13.1%, compared to 6.8% among similar patients in other studies [4] Support and Care Model - Omada's Enhanced GLP-1 Care Track provides comprehensive support, helping members navigate their weight loss journey and manage medication side effects [5] - The program combines specialized care team support with tailored content to optimize the medication experience for members [5] Real-World Data and Research - Omada emphasizes the importance of real-world data, tracking outcomes in real-time to ensure the effectiveness of its program as medications and access evolve [6] - The study is part of the Omada Insights Lab ANSWERS Initiative, which focuses on analyzing real-world evidence related to weight medication [6] Company Overview - Omada Health is a virtual healthcare provider addressing cardiometabolic conditions and supporting members taking GLP-1 and other anti-obesity medications [8] - The company has served over one million members and has published 30 peer-reviewed studies demonstrating its clinical and economic results [9]

Financial Performance - Q1 2025 revenue reached $116 million[11] - Revenue per active earning coach (AEC) declined by 1.4% year-over-year[8] - The company reported an operating loss of $1.3 million[15] and a loss per share of $0.07[18] - Gross profit margin remained unchanged at 72.8% compared to Q1 2024[5] - The company is debt-free with $165 million in cash and investments as of March 31, 2025[6, 22] Coach and Customer Trends - The number of active earning coaches was 25,400[20] - New coaches grew by double digits year-over-year, marking the highest growth in 3 years[8] - New coach productivity exceeded the same period last year[8] - Almost 50% of coaches have had at least one customer on GLP-1 medications[69] Strategic Initiatives and Future Outlook - The company is targeting $15 million to $20 million in additional savings in 2025[78, 83] - Q2 2025 revenue is projected to be between $85 million and $105 million[90] - Q2 2025 earnings per share are expected to range from a loss of $0.55 to $0.00[90] - The company is expanding its focus to cater to customers in various need-states, including those using GLP-1 medications[24, 31]