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Hims & Hers Bets on Lab Testing to Boost Growth
WSJ· 2025-11-13 16:49
Core Insights - The telehealth platform anticipates that the new offering will expand its user base by attracting customers interested in preventing future health issues [1] Company Summary - The telehealth platform is focused on enhancing its services to draw in more users [1] Industry Summary - The telehealth industry is increasingly catering to preventive health measures, indicating a shift in consumer interest towards proactive health management [1]
Jim Cramer: Don't Buy This Health Care Stock Yet, It Is 'Still Too Expensive'
Benzinga· 2025-11-13 13:20
Group 1: Doximity, Inc. (NYSE:DOCS) - Doximity reported quarterly earnings of 45 cents per share, exceeding the analyst consensus estimate of 38 cents per share [1] - The company achieved quarterly sales of $168.525 million, surpassing the analyst consensus estimate of $157.614 million [1] - Jim Cramer advised waiting before purchasing Doximity shares, stating they are "still too expensive" [1] Group 2: IREN Limited (NASDAQ:IREN) - IREN reported quarterly earnings of $1.08 per share, significantly beating the consensus estimate of 14 cents [2] - The company's quarterly revenue was $240.3 million, exceeding the Street estimate of $235.5 million and up from $49.57 million in the same period last year [2] - Jim Cramer recommended selling half of IREN stock [2] Group 3: Boise Cascade Company (NYSE:BCC) - Boise Cascade reported quarterly earnings of 58 cents per share, missing the analyst consensus estimate of 76 cents per share [3] - The company reported quarterly sales of $1.668 billion, which beat the analyst consensus estimate of $1.623 billion [3] - Jim Cramer expressed concerns about the housing sector and suggested that Boise Cascade is too leveraged to a specific part of the market [3] Group 4: Price Action - Doximity shares fell 3.3% to settle at $50.96 [5] - IREN shares declined 2.9% to close at $55.70 [5] - Boise Cascade shares rose 0.9% to settle at $70.28 [5]
Mangoceuticals partners with Lilly, Novo Nordisk to sell weight-loss drugs
Reuters· 2025-11-13 12:15
Core Insights - Telehealth company Mangoceuticals has announced a partnership with Eli Lilly and Novo Nordisk to distribute their weight-loss drugs through its platform [1] Company Summary - Mangoceuticals is expanding its product offerings by collaborating with major pharmaceutical companies Eli Lilly and Novo Nordisk [1] - The partnership aims to leverage Mangoceuticals' telehealth platform to sell blockbuster weight-loss medications [1] Industry Summary - The collaboration highlights the growing trend of telehealth companies partnering with traditional pharmaceutical firms to enhance drug accessibility [1] - Weight-loss drugs are becoming increasingly significant in the healthcare market, driven by rising obesity rates and demand for effective treatments [1]
Hims & Hers Scales Technology-Enabled, Vertically Integrated Care
ZACKS· 2025-11-11 18:45
Core Insights - Hims & Hers Health, Inc. operates a proprietary technology platform that manages the entire customer journey from discovery to clinical management, enabling subscription-based care across various health categories [1][6] - The company acquired MedisourceRx in 2024, enhancing its vertically integrated care delivery and fulfillment infrastructure, which supports the scaling of personalized treatments [1][6] - Hims & Hers has launched a GLP-1 weight loss program and is expanding into hormone health with tailored treatments for both men and women [2][6] Company Performance - Hims & Hers shares have increased by 69.8% year-to-date, significantly outperforming the industry growth of 19.2% [5] - The Zacks Consensus Estimate for Hims & Hers' 2025 earnings per share indicates an expected improvement of 81.5% from 2024 [7] Valuation Metrics - Hims & Hers has a forward 12-month price-to-sales (P/S) ratio of 3.4X, which is lower than the industry average of 5.5X but higher than its three-year median of 2.5X [9] - The company currently holds a Zacks Rank 3 (Hold) [11]
LevelJump Announces 2025 Third Quarter Results
Newsfile· 2025-11-11 03:31
Core Insights - LevelJump Healthcare Corp. reported financial results for Q3 and the first nine months of 2025, showing significant year-over-year growth in revenues [1][8]. Financial Performance - Q3 2025 revenues reached $4.84 million, an increase of 8.7% compared to $4.45 million in Q3 2024 [8]. - For the nine months ended September 30, 2025, revenues totaled $14.1 million, up 9.1% from $12.9 million in the same period in 2024 [8]. - Canadian Teleradiology Services, a wholly-owned subsidiary, reported an EBITDA of $836,000 for Q3 2025 and $3.04 million for the nine months [8]. - The company recorded a net loss of $(26,378) in Q3 2025, while net income for the nine months was $5,754 [8]. Operational Highlights - The company aimed to enhance clinic revenue through increased patient scans and organic growth opportunities, including expanding services in Alberta [5]. - An acquisition of two diagnostic imaging outpatient clinics in Calgary was announced but later terminated due to landlord approval issues [4]. Company Overview - LevelJump Healthcare provides telehealth solutions and in-person radiology services, focusing on critical care for urgent and emergency patients [9].
LevelJump Announces Receipt of Notice of Requisition for a Meeting of Shareholders
Newsfile· 2025-11-07 22:00
Core Points - LevelJump Healthcare Corp. received a notice of requisition for a meeting of shareholders on November 3, 2025 [1] - The requisition was made by Frank Teti and Franmar Properties Ltd., aiming to remove all five incumbent directors and elect new nominees [2] - The company is currently reviewing the requisition and will respond as required by the Business Corporations Act (Ontario) [3] Company Overview - LevelJump Healthcare Corp. provides telehealth solutions through its Teleradiology division and in-person radiology services via its Diagnostic Centres [4] - The company focuses on critical care for urgent and emergency patients, establishing integral relationships within the communities it serves [4]
Hims & Hers Expands AI-Driven Personalized and Subscription-Based Care
ZACKS· 2025-11-07 18:46
Core Insights - Hims & Hers Health, Inc. (HIMS) has developed a subscription-based health and wellness platform that emphasizes personalized care, convenience, and affordability, offering treatment plans for various conditions through a digital platform [1][2] Business Model and Expansion - The company is expanding its scalable model globally, with a planned entry into Canada to offer lower-cost weight loss programs, supported by the anticipated availability of generic semaglutide [2] - The acquisition of ZAVA, a European telehealth provider, enhances Hims & Hers' reach in the U.K., Germany, France, and Ireland, strengthening its subscription-based ecosystem [2] Financial Strategy and Growth - Hims & Hers completed an $870 million convertible notes offering to accelerate growth and advance AI-driven personalization and diagnostics, reinforcing its technology-enabled care network [3] - The company has a vertically integrated infrastructure, including in-house pharmacies, which supports efficient and profitable delivery of individualized treatments [3] Market Performance - Hims & Hers shares have increased by 71.7% year-to-date, outperforming the industry growth of 20% [6] - The forward 12-month price-to-sales ratio for HIMS is 3.4X, lower than the industry average of 5.6X but higher than its three-year median of 2.5X [8] Earnings Estimates - The Zacks Consensus Estimate for HIMS' 2025 earnings per share indicates an 81.5% improvement from 2024 [9] - Current estimates for the upcoming quarters suggest a gradual increase in earnings per share, with a notable year-over-year growth forecast of 81.48% for 2025 [10]
VSee Engages Philippine Health Leaders and Former VP Robredo in Southeast Asia expansion effort
Accessnewswire· 2025-11-06 13:17
Company Update - VSee Health is collaborating with the Philippine Tuberculosis Society and former Vice President Leni Robredo to enhance healthcare delivery in Naga City through digital health innovation, focusing on maternal health and primary care [1][2] - The meeting highlighted significant healthcare challenges in Naga City, including low prenatal check-up rates of 44% compared to the Department of Health's target of 99%, and initiatives like healthcare caravans and PhilHealth's YAKAP project providing financial support for primary care [2] Industry Insights - The Southeast Asia digital health market reached USD 17 billion in 2024 and is projected to grow to USD 38.8 billion by 2033, with the Philippines expected to surpass USD 1 billion by 2027 as governments accelerate digital transformation in healthcare [3] - VSee's AI-driven telehealth platform supports various initiatives, including Project MAMA aimed at reducing maternal and fetal deaths, and collaborations for TB screenings with innovative medtech companies [4] Strategic Goals - VSee Health aims to deepen partnerships that integrate technology, clinical expertise, and public sector leadership to improve population health in the Philippines and Southeast Asia [5]
How to Play Teladoc Health Stock Post Q3 Results: Buy, Hold or Sell?
ZACKS· 2025-11-05 18:26
Core Insights - Teladoc Health (TDOC) reported third-quarter 2025 results with revenues of $626.4 million, a 2.2% decline year over year, but exceeded the Zacks Consensus Estimate. The company experienced a wider loss compared to the previous year [1][3][9]. Financial Performance - Revenues of $626.4 million decreased by 2.2% year over year, with the Integrated Care segment revenues of $389.5 million increasing by 2%, while BetterHelp segment revenues fell by 8% to $236.9 million [3][4][9]. - Adjusted EBITDA was $70 million, down 16% year over year, but at the high end of guidance, resulting in an adjusted EBITDA margin of 11.2% [3][5]. - The net loss per share was 21 cents, wider than the 19 cents loss in the same quarter last year, but beat the consensus estimate by 19.2% [5][9]. Market Position and Strategy - Teladoc is a leading player in the telehealth market, targeting a $261 billion total addressable market in the U.S. [2]. - The company is enhancing its leadership in integrated care by expanding service offerings and improving patient outcomes through initiatives like the Prism care delivery platform, with active pilots expected to launch in 2026 [6]. - An acquisition-driven growth strategy has broadened Teladoc's distribution capabilities and enriched its service portfolio [7]. Geographic Performance - U.S. revenues decreased by 5% to $509.8 million, while international revenues increased by 12% to $116.7 million, providing crucial diversification amid intensifying competition in the U.S. market [4][8]. Future Outlook - Teladoc expects consolidated revenues for 2025 to be between $2.510 billion and $2.539 billion, with adjusted EBITDA projected between $270 million and $287 million [5][9]. - Free cash flow is anticipated to be in the range of $170 million to $185 million [5]. Valuation and Market Comparison - Teladoc's stock has lost 12.2% year to date, contrasting with industry peers like HCA Healthcare and CVS Health, which have gained 57.1% and 73.9%, respectively [12][13]. - The company is currently trading at a forward price-to-sales multiple of 0.56, higher than the industry average of 0.46, indicating a premium valuation [17][18]. Industry Trends - The telehealth market is experiencing rising demand for remote medical expertise, positioning Teladoc to benefit from this trend as telemedicine enhances healthcare access [19].