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速递|a16z旗下基金跟投,GLP-1远程医疗平台新获2500万美元融资
GLP1减重宝典· 2025-10-21 08:26
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].
Better Beaten-Down Stock: Iovance Biotherapeutics vs. Teladoc Health
The Motley Fool· 2025-10-17 10:17
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].
Investors in LifeMD, Inc. Should Contact The Gross Law Firm Before October 25, 2025 to Discuss Your Rights – LFMD
Globenewswire· 2025-10-16 20:00
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 ...
Hims & Hers Elevates Technology-Driven Healthcare Accessibility
ZACKS· 2025-10-16 17:41
Core Insights - Hims & Hers Health, Inc. (HIMS) is transforming healthcare delivery through a vertically integrated, technology-driven model that combines telemedicine, data infrastructure, and AI-enabled personalization [1][7] - The company has made significant investments in AI, appointing Mo Elshenawy to lead the development of advanced healthcare algorithms and diagnostic tools, supported by an $870 million convertible notes offering [2][7] - Recent product innovations include a digitally managed hormone therapy program for men and AI-guided care personalization for women's hormonal health, positioning Hims & Hers as a leader in consumer-centric healthcare [3][7] Financial Performance - Hims & Hers shares have increased by 159.6% year-to-date, significantly outperforming the industry growth of 30.4% [6] - The Zacks Consensus Estimate for HIMS' 2025 earnings per share indicates a 122.2% improvement from 2024 [8] Valuation Metrics - HIMS' forward 12-month price-to-sales (P/S) ratio is 5.3X, which is lower than the industry's average of 5.9X but higher than its three-year median of 2.5X [10] - The company currently holds a Zacks Rank 4 (Sell) [12]
LFMD DEADLINE: ROSEN, A LEADING LAW FIRM, Encourages LifeMD, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – LFMD
Globenewswire· 2025-10-16 01:58
Core Viewpoint - Rosen Law Firm is reminding investors who purchased LifeMD, Inc. securities between May 7, 2025, and August 5, 2025, of the upcoming lead plaintiff deadline for a securities class action lawsuit [1]. Group 1: Class Action Details - Investors who bought LifeMD securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by October 27, 2025 [3]. - The lawsuit claims that defendants made materially false and misleading statements regarding LifeMD's competitive position and financial guidance, leading to investor damages when the truth was revealed [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements, including the largest securities class action settlement against a Chinese company at the time [4]. - The firm has consistently ranked in the top 4 for securities class action settlements since 2013 and recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4].
Teladoc (TDOC) Recently Broke Out Above the 20-Day Moving Average
ZACKS· 2025-10-15 14:35
Core Viewpoint - Teladoc (TDOC) is showing potential for short-term gains as it has crossed above the 20-day moving average, indicating a bullish trend [1][4]. Technical Analysis - TDOC has reached a key level of support and has been moving higher over the past four weeks, with an increase of 13.5% [1][4]. - The 20-day simple moving average is a significant indicator for short-term traders, as it smooths out price trends and provides more signals for trend reversals compared to longer-term averages [1][2]. Earnings Estimates - The company currently holds a Zacks Rank 1 (Strong Buy), suggesting a favorable outlook for continued price increases [4]. - In the past two months, no earnings estimates for TDOC have been lowered, while one estimate has been raised, contributing to a positive consensus estimate for the current fiscal year [4][5].
LFMD DEADLINE: ROSEN, THE FIRST FILING FIRM, Encourages LifeMD, Inc. Investors with Losses in Excess of $100K to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – LFMD
Globenewswire· 2025-10-12 13:22
Core Viewpoint - Rosen Law Firm is reminding investors who purchased LifeMD, Inc. securities between May 7, 2025, and August 5, 2025, about the upcoming lead plaintiff deadline for a securities class action lawsuit [1] Group 1: Class Action Details - Investors who purchased LifeMD securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by October 27, 2025 [3] - The lawsuit alleges that defendants made materially false and misleading statements regarding LifeMD's competitive position and financial guidance, particularly concerning customer acquisition costs [5] Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting its own achievements in this area [4] - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been consistently ranked among the top firms for securities class action settlements since 2013 [4]
INVESTOR ALERT: Berger Montague Advises LifeMD, Inc. (NASDAQ: LFMD) Investors to Inquire About a Securities Fraud Class Action by October 27, 2025
Prnewswire· 2025-10-10 12:24
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 [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who purchased 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 related to 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]. - Berger Montague, the law firm representing the plaintiffs, has a long history in securities class action litigation, having served investors for over five decades [5].
The Gross Law Firm Reminds Shareholders of a Lead Plaintiff Deadline of October 25, 2025 in LifeMD, Inc. Lawsuit - LFMD
Prnewswire· 2025-10-09 12:45
Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of LifeMD, Inc. regarding a class action lawsuit alleging that the company made materially false and misleading statements about its competitive position and financial guidance during a specified class period [1][2]. Summary by Relevant Sections Allegations - The complaint claims that during the class period from May 7, 2025, to August 5, 2025, LifeMD's defendants overstated the company's competitive position [1]. - It is alleged that the defendants were reckless in raising LifeMD's 2025 guidance without properly accounting for increasing customer acquisition costs in the RexMD segment and related to obesity treatment drugs like Wegovy and Zepbound [1]. - As a result, the statements made by the defendants regarding LifeMD's business, operations, and prospects were materially false and misleading [1]. Next Steps for Shareholders - Shareholders who purchased shares of LFMD during the specified timeframe are encouraged to register for the class action by October 25, 2025, to potentially become lead plaintiffs [2]. - Once registered, shareholders will be enrolled in a portfolio monitoring software to receive updates on the case [2]. Firm's Commitment - The Gross Law Firm is a nationally recognized class action law firm dedicated to protecting investors' rights against deceit, fraud, and illegal business practices [3]. - The firm aims to ensure that companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements or omissions [3].
Teladoc Health(TDOC.US)涨超9.7% 知名做空机构Citron Research对其发表罕见看多评论
Zhi Tong Cai Jing· 2025-10-08 15:04
Core Viewpoint - Teladoc Health's stock price increased by over 9.7% to $9.185, following a rare bullish comment from Citron Research, which reaffirmed confidence in the company's long-term potential [1] Company Summary - Teladoc has been focusing on digital healthcare and virtual consultations in recent years [1] - Despite a decline in stock price from the peak during the COVID-19 pandemic, analysts believe the company is poised for new growth opportunities [1] Industry Summary - The acceleration of digital transformation in healthcare insurance and corporate health plans is expected to benefit Teladoc [1]