Core Insights - Wellgistics Health has entered into a non-binding letter of intent to acquire Kare Rx Hub, an AI-based digital hub for retail pharmacies and telemedicine, with the transaction expected to close by January 31, 2026 [1][2] Company Overview - Wellgistics Health, Inc. (NASDAQ: WGRX) specializes in next-generation pharmaceutical distribution, digital prescription routing, and AI-powered hub fulfillment, connecting over 6,500 pharmacies and 200 manufacturers [6] - Kare Rx Hub, LLC is an AI-based digital hub that includes telemedicine and specialty pharmaceutical products, boasting over 500 physician-provider relationships and 200 independent pharmacy relationships [3][4] Strategic Implications - The acquisition is anticipated to enhance Wellgistics' capabilities in the telemedicine market, which is projected to grow from $6.7 billion in 2025 to $13.57 billion by 2032 [4] - Wellgistics aims to leverage KareRx's existing relationships and features to improve its service offerings and address inefficiencies in the prescription drug supply chain [2][4] Leadership and Vision - Dr. Kiran Patel, founder of Kare Pharmtech, expressed excitement about becoming shareholders of Wellgistics and contributing to a shared vision of optimizing pharmaceutical dispensing for independent pharmacies [2] - The acquisition is expected to bring a team of seasoned healthcare professionals to Wellgistics, enhancing its operational capabilities [2]

Core Insights - Teladoc reported revenue of $626.44 million for the quarter ended September 2025, a decrease of 2.2% year-over-year, with an EPS of -$0.21 compared to -$0.19 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $625.02 million by 0.23%, while the EPS surprised positively by 19.23% against the consensus estimate of -$0.26 [1] Financial Performance Metrics - Average Monthly Revenue Per U.S. Integrated Care Member was $1.27, matching analyst estimates [4] - BetterHelp Paying Users totaled 0.38 million, slightly below the estimated 0.39 million [4] - U.S. Integrated Care Members reached 102.5 million, exceeding the average estimate of 102.26 million [4] - Chronic Care Program Enrollment was 1.17 million, slightly above the estimate of 1.16 million [4] Revenue by Segment - Integrated Care revenue was $389.54 million, surpassing the estimate of $388.13 million, reflecting a year-over-year increase of 1.5% [4] - BetterHelp revenue was $236.9 million, below the estimate of $237.7 million, indicating a year-over-year decline of 7.8% [4] - BetterHelp-Other Wellness Services generated $5.1 million, compared to the estimate of $5.28 million, representing an 18.5% year-over-year decrease [4] - BetterHelp-Therapy Services revenue was $231.8 million, slightly below the estimate of $231.99 million, showing a 7.5% decline year-over-year [4] Revenue by Type - Other revenue amounted to $105.53 million, exceeding the estimate of $90.63 million, with a year-over-year increase of 23.8% [4] - Access fees revenue was $520.91 million, below the estimate of $533.92 million, reflecting a 6.2% year-over-year decline [4] Adjusted EBITDA - Adjusted EBITDA for BetterHelp was $3.84 million, significantly lower than the average estimate of $8.46 million [4] - Adjusted EBITDA for Integrated Care was $66.07 million, exceeding the estimate of $59.01 million [4] Stock Performance - Teladoc shares returned +8.2% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Core Insights - Teladoc Health, Inc. reported a 2% decrease in revenue for Q3 2025, totaling $626.4 million compared to $640.5 million in Q3 2024, with a net loss of $49.5 million or $0.28 per share [5][6][8] - The company continues to focus on strategic priorities, including growth initiatives in the Integrated Care segment and the rollout of insurance acceptance in BetterHelp [3] Financial Performance - Revenue for Q3 2025 was $626.4 million, down 2% from $640.5 million in Q3 2024; access fees revenue decreased 6% to $520.9 million, while other revenue increased 24% to $105.5 million [5][32] - U.S. revenue decreased 5% to $509.8 million, while international revenue increased 12% to $116.7 million [5][32] - Integrated Care segment revenue increased 2% to $389.5 million, while BetterHelp segment revenue decreased 8% to $236.9 million [5][36] Loss and Adjusted EBITDA - Net loss for Q3 2025 was $49.5 million, compared to a loss of $33.3 million in Q3 2024; adjusted EBITDA decreased 16% to $69.9 million [6][10] - The Integrated Care segment's adjusted EBITDA decreased 3% to $66.1 million, while BetterHelp's adjusted EBITDA decreased 75% to $3.8 million [10][36] Nine-Month Performance - For the first nine months of 2025, revenue decreased 2% to $1.887 billion from $1.929 billion in the same period of 2024 [11] - Net loss for the first nine months of 2025 was $175.2 million, significantly improved from a loss of $952.8 million in the same period of 2024 [12] Cash Flow and Capital Expenditures - Cash flow from operations was $99.3 million in Q3 2025, down from $110.2 million in Q3 2024; free cash flow was $67.9 million compared to $79.0 million in Q3 2024 [16] - Capital expenditures for Q3 2025 were $31.3 million, slightly up from $31.1 million in Q3 2024 [16] Financial Outlook - For the full year 2025, the company expects revenue between $2.510 billion and $2.539 billion, with adjusted EBITDA between $270 million and $287 million [19][20] - The fourth quarter of 2025 is projected to have revenue between $622 million and $652 million, with adjusted EBITDA between $73 million and $90 million [21]

Core Viewpoint - A class action lawsuit has been filed against LifeMD, Inc. for allegedly overstating its competitive position and providing unrealistic financial guidance for 2025, leading to significant investor losses when the truth was revealed [3]. Group 1: Lawsuit Details - The lawsuit is initiated by Berger Montague on behalf of investors who acquired LifeMD shares between May 7, 2025, and August 5, 2025 [1][2]. - Investors have until October 27, 2025, to seek appointment as lead plaintiff representatives [2]. - The complaint alleges that LifeMD did not disclose rising customer acquisition costs associated with its RexMD platform and its promotion of obesity medications like Wegovy and Zepbound [3]. Group 2: Company Background - LifeMD, headquartered in New York, provides virtual medical services and prescription delivery [2]. - The firm has been accused of making materially false and misleading statements throughout the class period, lacking a reasonable basis for its claims [3].

Core Points - The Gross Law Firm has issued a notice to shareholders of LifeMD, Inc. regarding a class action lawsuit due to alleged misleading statements and failure to disclose important information during the class period from May 7, 2025, to August 5, 2025 [1] - Allegations include that LifeMD's competitive position was overstated, and that the company did not properly account for rising customer acquisition costs, particularly in its RexMD segment and for obesity treatment drugs [1] - The deadline for shareholders to register for the class action and seek lead plaintiff status is October 27, 2025 [2] Company Specifics - LifeMD, Inc. is facing allegations of materially false and misleading statements regarding its business operations and prospects, which may have led to an artificial inflation of its stock price [1] - The lawsuit highlights concerns over the company's guidance for 2025, which was deemed reckless given the unaccounted rising customer acquisition costs [1] Legal Context - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit and fraud [3] - Shareholders who register will be enrolled in a portfolio monitoring system to receive updates on the case [2]

Core Insights - LifeMD, Inc. will report its financial results for the three and nine months ended September 30, 2025, on November 6, 2025, after the U.S. financial markets close [1] - A conference call will be held on the same day at 4:30 p.m. Eastern time to discuss the results [2] Company Overview - LifeMD is a leading provider of virtual primary care services, offering telemedicine, laboratory and pharmacy access, and specialized treatment for over 200 conditions [3] - The company utilizes a vertically integrated digital care platform, a 50-state affiliated medical group, and a state-of-the-art compounding pharmacy to enhance access to high-quality and affordable care [3]

Core Insights - LifeMD, Inc. has appointed Dr. Tara Scott as ambassador and clinical advisor for its women's health program, focusing on areas such as perimenopause, menopause, hormonal balance, and long-term wellness [1][3][6] Company Commitment - The appointment of Dr. Scott reflects LifeMD's dedication to creating a comprehensive women's health offering, addressing underdiagnosed and underserved medical aspects [3][4] Program Features - LifeMD's virtual women's health program includes: - Virtual consultations combining clinical expertise, personalized therapies, and lifestyle strategies for long-term health [5] - A holistic approach with tiered subscriptions, including lab access, mail-order prescriptions, and dietitian support [5] - LifeMD+ membership providing 24/7 urgent and primary care access, prescription renewals, and a marketplace of wellness products [5] Dr. Scott's Expertise - Dr. Scott is a board-certified obstetrician/gynecologist and menopause specialist with over 25 years of experience, recognized for her research-backed hormonal balancing strategies [6][7] Market Opportunity - Women's health, particularly menopause and osteoporosis, remains underserved, with only 25% of women seeking treatment for menopause-related symptoms and over two-thirds of osteoporosis cases undiagnosed [7] - The projected market opportunity for menopause and osteoporosis is estimated to be $60-70 billion by 2030, significantly larger than current market size [7]

Core Viewpoint - CVS Health Ventures is strategically investing in Knownwell, a primary care platform focused on metabolic health, aiming to shift obesity treatment from solely medication to comprehensive chronic disease management [2][4]. Group 1: Investment and Business Model - CVS Health Ventures led a $25 million strategic financing round for Knownwell, which has raised over $50 million to date [2][4]. - Knownwell's business model contrasts with traditional GLP-1 weight loss platforms by emphasizing a doctor-led comprehensive management approach, integrating nutrition counseling, behavioral health, and remote monitoring [4]. - The investment reflects a structural shift in the U.S. obesity treatment market, recognizing Knownwell's patient-centered and outcome-oriented model [4]. Group 2: Collaboration and Market Dynamics - Knownwell collaborates with Eli Lilly's LillyDirect platform to expand its service offerings, providing personalized health and weight management services covered by insurance [7]. - As the price of GLP-1 medications potentially decreases to $150 per month, CVS Health Ventures' investment strategy is evolving, focusing on integrated care rather than just medication [7]. - Knownwell's model stands out by prioritizing overall health management and long-term outcomes, marking a transition from a medication-centric approach to a results-oriented comprehensive management model [7][8]. Group 3: Leadership Perspective - Knownwell's CEO, Brooke Boyarsky Pratt, emphasizes that respectful, evidence-based obesity care leads to unprecedented patient engagement and significant health improvements [5].

Core Insights - The article discusses two underperforming healthcare companies, Iovance Biotherapeutics and Teladoc Health, and evaluates their potential as contrarian investment opportunities [2][13]. Group 1: Iovance Biotherapeutics - Iovance Biotherapeutics is a small-cap biotech company known for its advanced melanoma treatment, Amtagvi, which was approved in February 2024 [3][4]. - Revenue from Amtagvi reached $109.3 million in the first half of 2025, more than tripling from the previous year [3]. - The company projects annual revenue of $250 million to $300 million, with a current market cap of $773 million [4]. - Iovance has received approval for Amtagvi in Canada and plans to expand into other countries, targeting a significant market due to the high mortality rate from melanoma in the U.S. [4][5]. - Amtagvi is also being investigated for treating other cancers, which could further enhance sales if clinical progress is made [6]. - The complexity of manufacturing and administering Amtagvi poses challenges, as it requires 34 days to prepare and can only be administered in specialized centers [6][7]. Group 2: Teladoc Health - Teladoc Health has experienced a decline in traction but maintains a large ecosystem with 102.4 million members in its integrated care segment, an 11% increase year-over-year [8]. - The company is addressing subscriber losses in its BetterHelp virtual therapy segment through acquisitions, including UpLift, which has insurance agreements covering 100 million potential patients [9][10]. - Teladoc's second-quarter revenue fell by 2% year-over-year to $631.9 million, but its established presence in telemedicine and international expansion efforts may support a recovery [11][12]. - Despite the risks, Teladoc is viewed as a more attractive investment option due to higher revenue and lower net losses compared to Iovance [13][15].

NEW YORK, Oct. 16, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of LifeMD, Inc. (NASDAQ: LFMD). Shareholders who purchased shares of LFMD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/lifemd-inc-loss-submission-form/?id=172059&from=3 CLASS PERIOD: May 7, 2025 to August ...