Core Insights - Virtual healthcare is rapidly evolving, with Hims & Hers Health, Inc. (HIMS) and Teladoc Health, Inc. (TDOC) leading the market [1][2] - HIMS focuses on affordability and personalization, while TDOC emphasizes broad clinical reach and enterprise partnerships [2] - HIMS has significantly outperformed TDOC in stock performance over the past year [3][6] Company Overview - HIMS offers a subscription-based platform for personalized treatments in sexual health, mental wellness, dermatology, and weight loss [1] - Teladoc Health provides integrated services for primary care, chronic condition management, and mental health, with over 17 million visits projected in 2024 [1] Stock Performance & Valuation - HIMS stock has increased by 165.6% over the past year, while TDOC has declined by 14.3% [3][6] - HIMS has a forward price-to-sales (P/S) ratio of 4.89, significantly above its three-year median of 2.34X, while TDOC's ratio is 0.57X, below its median of 1.02X [5] - HIMS and TDOC have Value Scores of D and B, respectively [5] Growth Drivers for Hims & Hers - HIMS has over 2.4 million subscribers, a 38.4% increase year-over-year [7] - The acquisition of ZAVA enhances HIMS' presence in Europe, providing access to over 1.3 million customers [8] - HIMS is investing in AI to improve diagnostic accuracy and reduce healthcare friction, supported by $870 million in financing [9] Growth Drivers for Teladoc Health - Teladoc's BetterHelp platform is a leader in virtual mental health care, with over 35,000 licensed clinicians [10] - The Integrated Care segment addresses complex clinical needs, increasing user engagement and revenue per member [11] - Teladoc serves over 90 million members internationally, diversifying revenue streams [12] Earnings Projections - HIMS is projected to have a consensus EPS of $0.75 for the current year, reflecting a year-over-year growth of 177.78% [15] - TDOC's consensus estimate for loss per share in 2025 implies a 79.4% improvement from 2024 [16] Price Targets - The average price target for HIMS is $47.67, indicating a potential decline of 17.3% from the last close [18] - The average price target for TDOC is $9.26, suggesting a potential increase of 12.9% from the last close [19] Investment Recommendation - HIMS is identified as a more stable and financially sound investment opportunity, with strong profitability and user engagement [20][23] - TDOC, while growing, is viewed as having higher execution risk and less financial predictability compared to HIMS [23]

Company Overview - Omada Health is a virtual-first healthcare provider focused on improving lifelong health through clinically-validated behavior change protocols for conditions such as diabetes, hypertension, prediabetes, and musculoskeletal issues [3] - The company has over a decade of experience and data, supported by 29 peer-reviewed publications demonstrating its clinical and economic results [3] - Omada serves more than 2,000 customers, including health plans, health systems, and employers ranging from small businesses to Fortune 500 companies [3] Upcoming Financial Results - Omada Health will release its second quarter 2025 results on August 7, 2025, after market close [1] - A conference call to review the results will take place at 4:30 pm ET on the same day [1] Company Culture and Recognition - Omada Health has been recognized as a certified Great Place to Work®, highlighting its strong and vibrant work culture [4] - The company was the first virtual provider to join the Institute for Healthcare Improvement's Leadership Alliance, indicating its commitment to complementing primary care providers [4]

NEW YORK, July 15, 2025 (GLOBE NEWSWIRE) -- Teladoc Health (NYSE: TDOC), the global leader in virtual care, today announced the launch of Wellbound, a bold new employee assistance program (EAP) designed to empower a more engaged, healthier workforce. The new program, purpose-built for the company’s employer and health plan clients in the U.S., leverages Teladoc Health’s unmatched scale, clinical product portfolio and consumer engagement expertise to help organizations create a powerful “on-ramp” for long-te ...

Core Insights - Omada Health's GLP-1 companion program significantly enhances medication persistence rates for GLP-1 medications, leading to improved weight loss outcomes comparable to clinical trials [1][2][4] Group 1: Medication Persistence and Weight Loss - Omada's analysis of 1,124 members showed that those who adhered to their GLP-1 medication for 24 weeks had a persistence rate of 84%, compared to lower rates in previous studies [2][4] - Members who maintained their medication lost an average of 12.1% of their body weight over 24 weeks, while those who discontinued early lost only 7.4%, indicating a 64% relative increase in weight loss for persistent users [2][4] Group 2: Support and Resources - The Enhanced GLP-1 Care Track provides targeted resources, including education on dose titration, side effects, nutrition guidance, and exercise support, to help members overcome barriers to medication persistence [3][4] - Omada aims to ensure that increased access to GLP-1 medications translates into sustainable long-term health benefits through enhanced support and engagement in healthy lifestyle changes [4][5] Group 3: Company Overview and Impact - Omada Health is a virtual-first healthcare provider focused on chronic disease management, with over a decade of experience and 29 peer-reviewed publications demonstrating its clinical and economic effectiveness [5][6] - The company serves more than 2,000 customers, including health plans and employers, and emphasizes a strong work culture, earning recognition as a Great Place to Work® [5][6]

Core Insights - Omada Health's GLP-1 companion program significantly enhances medication persistence, leading to weight loss outcomes comparable to clinical trials [1][4][6] - Real-world data indicates that many patients struggle with medication adherence, with one-third discontinuing GLP-1 use within the first month [2][3] - The Enhanced GLP-1 Care Track program provides targeted support to help patients overcome barriers to medication persistence, resulting in higher adherence rates [5][6] Group 1: Program Effectiveness - Omada's analysis showed that members who adhered to their GLP-1 medication for 24 weeks achieved an average weight loss of 12.1%, compared to 7.4% for those who discontinued early, representing a 64% relative increase [4] - The program demonstrated a persistence rate of 94% at 12 weeks and 84% at 24 weeks, significantly higher than previous studies which reported persistence rates ranging from 33% to 80% [3][4] Group 2: Support Mechanisms - The Enhanced GLP-1 Care Track offers comprehensive support, including education on dose titration, management of side effects, nutrition guidance, and exercise support [5][6] - Omada Health emphasizes the importance of providing resources to help members navigate healthcare options, particularly for those considering discontinuation due to access issues [5][6] Group 3: Industry Context - The increasing access to GLP-1 medications presents both opportunities and responsibilities for healthcare providers to ensure cost-effective and sustainable health benefits [6] - Omada Health has over a decade of experience and 29 peer-reviewed publications that validate its approach to chronic disease management and behavior change [7][8]

Core Viewpoint - Teladoc Health has acquired UpLift for $30 million in cash, with potential additional earnouts, to enhance its position in virtual mental health services [6]. Group 1: Acquisition Details - The acquisition of UpLift is aimed at strengthening Teladoc's leadership in virtual mental health, allowing BetterHelp users to access mental health service benefits [2][3]. - UpLift has coverage arrangements for over 100 million lives and a network of more than 1,500 mental health professionals [2]. - The transaction closed on April 30, 2025, and UpLift's 2024 revenue was approximately $15 million [6]. Group 2: Strategic Implications - BetterHelp, as the largest consumer-oriented virtual therapy business, will utilize its differentiated experience to enhance insurance coverage access for consumers through UpLift [3]. - The partnership is expected to drive topline revenue growth and expand the impact of mental health services [4]. - UpLift will continue to operate under its existing CEO, maintaining its responsibilities in provider network management and insurance administration [5]. Group 3: Company Overview - Teladoc Health is a leader in virtual care, leveraging over two decades of expertise to improve health outcomes across various stages of a person's health journey [7].

Core Insights - Teladoc Health has launched a next-generation Cardiometabolic Health Program aimed at improving population health and preventing diabetes, hypertension, and obesity [1][2] Group 1: Program Features and Goals - The new program focuses on essential measures of cardiometabolic health, including diet, physical activity, sleep, stress management, weight, blood lipids, blood glucose, blood pressure, and nicotine exposure [2][3] - Only 12% of U.S. adults currently have optimal cardiometabolic health, indicating a significant need for intervention [3] - The program aims to drive healthier behaviors and improve health outcomes through tools, coaching, and support [3] Group 2: Proven Results and Confidence - Analysis of over 210,000 members in Teladoc's diabetes management program revealed that 58% achieved remission-level A1c, while 88% of participants in the hypertension program improved or maintained their blood pressure after one year [3] - Teladoc Health places 100% of program fees at risk, demonstrating confidence in the program's ability to improve cardiometabolic health [3] Group 3: Integrated Care Strategy - The Cardiometabolic Health Program is part of Teladoc's integrated care segment strategy, which includes enhancements in chronic care management and at-home testing capabilities [4] - Recent collaborations and partnerships have been established to help more individuals discover and enroll in eligible programs [4] Group 4: Additional Support and Resources - The program offers features such as access to registered dietitians, proactive outreach from health coaches, at-home testing for key cardiometabolic measures, and integration with Teladoc's 24/7 Care and primary care providers [7]

Investor Contact NEW YORK, March 31, 2025 (GLOBE NEWSWIRE) -- LifeMD, Inc. (Nasdaq: LFMD), a leading provider of virtual primary care services, announces that management will be participating in the 24 Annual Needham Virtual Healthcare Conference taking place April 7-10, 2025. Management will be presenting a corporate overview and will be holding one-on-one meetings with investors. About LifeMD, Inc. LifeMD is a leading provider of virtual primary care. LifeMD offers telemedicine, access to laboratory and p ...