【环球网科技综合报道】5月6日消息，据外媒雅虎财经报道，美国远程医疗与消费健康平台Hims & Hers Health（以下简称"Hims & Hers"）于当地时间5月5日宣布，任命亚马逊前资深高管Nader Kabbani为首席运营官（COO）。 此外，Kabbani在亚马逊物流（Amazon Logistics）、Kindle电子书、亚马逊音乐及Prime Video等业务中，均主导过运营流程标准化 与成本优化项目，其"以技术驱动效率"的管理理念与Hims & Hers当前战略高度契合。 资料显示，Hims & Hers成立于2017年，以"订阅制+远程问诊"模式切入男性健康赛道，后扩展至女性健康、心理健康与皮肤护理领 域，2024年营收达12亿美元，但毛利率持续承压（2024年Q4为58%），且用户增长放缓（2024年新增订阅用户同比减少12%）。 值得注意的是，Hims & Hers近期已启动国际扩张计划，拟于2025年进入德国、日本等市场，而Kabbani在亚马逊全球运营中的经验 （曾管理15个国家仓储中心）或将加速其海外布局。（青山） 据Hims & Hers官方披露，Nader Kabbani ...

Core Insights - American Well Corporation (AMWL) reported revenue of $66.83 million for the quarter ended March 2025, reflecting a year-over-year increase of 12.3% and exceeding the Zacks Consensus Estimate by 11.18% [1] - The company's EPS was -$1.73, an improvement from -$5.00 in the same quarter last year, with a surprise of 44.01% compared to the consensus estimate of -$3.09 [1] Revenue Breakdown - Platform subscription revenue was $32.21 million, slightly below the average estimate of $32.89 million, but showed a year-over-year increase of 29.6% [4] - Other revenue reached $8 million, significantly surpassing the average estimate of $3.61 million, marking a year-over-year increase of 122.8% [4] - Revenue from visits was $26.63 million, which was above the average estimate of $23.70 million, but represented a year-over-year decline of 14.3% [4] Stock Performance - Over the past month, shares of American Well have returned +2.5%, contrasting with a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Teladoc reported revenue of $629.37 million for Q1 2025, a decrease of 2.6% year-over-year, with an EPS of -$0.19, an improvement from -$0.49 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $617.67 million by 1.89%, while the EPS surpassed the consensus estimate of -$0.33 by 42.42% [1] Financial Performance Metrics - Average Revenue Per U.S. Integrated Care Member was $1.27, matching the five-analyst average estimate [4] - U.S. Integrated Care Members reached 102.5 million, exceeding the five-analyst average estimate of 101.3 million [4] - BetterHelp Paying Users totaled 0.4 million, slightly above the estimated 0.39 million [4] - Chronic Care Program Enrollment was 1.15 million, below the average estimate of 1.19 million [4] Revenue by Segment - Teladoc Health Integrated Care generated $389.47 million, surpassing the $380.91 million average estimate, reflecting a year-over-year increase of 3.3% [4] - BetterHelp reported revenues of $239.90 million, slightly above the $237.29 million estimate, but down 10.8% year-over-year [4] - BetterHelp-Other Wellness Services generated $5.46 million, below the three-analyst average estimate of $5.87 million, with a year-over-year increase of 2.9% [4] - BetterHelp-Therapy Services reported $234.44 million, exceeding the $231.85 million estimate, but down 11.1% from the previous year [4] Revenue by Type - Revenue from Other sources was $103.63 million, significantly above the two-analyst average estimate of $84.31 million, marking a year-over-year increase of 16.5% [4] - Access fees generated $525.74 million, below the $533.56 million average estimate, representing a year-over-year decline of 5.6% [4] Adjusted EBITDA - Adjusted EBITDA for BetterHelp was $7.71 million, slightly below the $7.93 million average estimate [4] - Adjusted EBITDA for Teladoc Health Integrated Care was $50.38 million, exceeding the five-analyst average estimate of $46.02 million [4]

远程医疗公司Hims&Hers当地时间4月29日宣布与诺和诺德公司开展长期合作，美国人现在可以通过 Hims&Hers平台直接访问诺和诺德药房，捆绑购买所有剂量的诺和诺德减肥药Wegovy和Hims&Hers会员 资格，其中包括全天候护理、持续临床支持和营养指导。(智通财经) ...

Financial Performance - LifeMD achieved a consolidated revenue growth of 43% year-over-year, reaching $64.3 million in Q4 2024, with telehealth revenue growing by 60% [30] - The company reported a standalone adjusted EBITDA profitability of $5.9 million for telehealth, an increase of 396% compared to the previous year [30] - For the full year 2024, consolidated revenue was $212.5 million, a 39% increase from 2023, with telehealth revenue growing by 61% [35] Business Line Performance - Telehealth revenue grew significantly, with active subscribers increasing by 27% year-over-year to over 275,000 [31] - WorkSimpli's active subscribers grew by 3% to 164,000, stabilizing with an average monthly adjusted EBITDA of over $1 million [31] - The male hormone replacement therapy business was successfully launched, contributing to the growth of the Rex MD platform, which currently produces over $80 million in annualized revenue [19][20] Market Data - LifeMD's weight loss and metabolic health program had over 75,000 active patients by year-end, positioning the company for long-term growth [9] - The approval rate for Zepbound, a GLP-1 medication, increased by 18 percentage points between October and January, reaching nearly 60% [12] - The company expects to have approximately 150 million lives under coverage by the end of 2025, expanding its addressable market significantly [24] Company Strategy and Industry Competition - LifeMD's strategic priorities for 2025 include solidifying its market position in weight loss and metabolic care, expanding hormone replacement therapy offerings, and launching the LifeMD plus membership program [8] - The company aims to enhance its pharmacy capabilities and expand its insurance offerings to drive more affordable access to virtual care [21][23] - LifeMD is well-positioned to benefit from the fragmentation in the GLP-1 supported weight loss market, as many smaller players may struggle to adapt [18] Management Commentary on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting the strong performance in telehealth and the addition of key capabilities like pharmacy and insurance offerings [39] - The company is preparing for potential Medicare coverage of GLP-1 medications, which could significantly impact its business [70] - Management emphasized the importance of providing affordable access to medications and comprehensive care for patients [123] Other Important Information - The gross margin for Q4 was 85.3%, a decline of 280 basis points due to changes in revenue mix and one-time impacts from onboarding a new pharmacy [32] - LifeMD expects gross margins to normalize to 88% to 90% in 2025 [32] - The company plans to launch several new service offerings in 2025, including behavioral health services and an enhanced virtual care membership program [25][28] Q&A Session Summary Question: Can you talk about your relationship with LillyDirect and how it works? - LifeMD has a relationship with a third-party pharmacy used by LillyDirect to ship medications directly to patients, enhancing patient experience for those without insurance coverage [44] Question: What is your outlook for the future of WorkSimpli? - WorkSimpli has stabilized and is expected to continue producing around $1 million in EBITDA monthly, with significant growth potential [66] Question: What percentage of new patients are getting insurance approvals for therapies? - Approximately 10% of patients receive coverage without prior authorization, while about 60% require prior authorization, with a favorable approval rate for Zepbound [117] Question: What are the assumptions in your 2025 revenue guidance? - The guidance includes conservative estimates for patient retention and assumes a significant portion of growth will come from new patients transitioning to branded therapies [87] Question: Can you provide an update on Medicare reimbursement for telehealth services? - There is optimism for a permanent extension of Medicare coverage for telehealth, with bipartisan support in the legislature [73] Question: What is the expected contribution from the new behavioral health program? - The behavioral health market is seen as a significant opportunity, with plans to offer comprehensive treatment options [76]