Core Insights - LifeMD, Inc. has been recognized on the 2025 Deloitte Technology Fast 500™ and TIME's inaugural America's Growth Leaders of 2026 lists, highlighting its revenue growth and leadership in the health technology sector [1][4] Company Performance - LifeMD's integrated telehealth platform has successfully addressed the rising demand for accessible virtual healthcare, particularly in high-growth markets such as weight management, mental health, and hormone replacement therapy [2][3] - The company has made significant investments in its enterprise platform, including a state-of-the-art compounding pharmacy and expanded insurance coverage, which have contributed to its growth [3] Industry Recognition - The Deloitte Technology Fast 500 ranks the fastest-growing technology companies in North America based on revenue growth from 2021 to 2024, with LifeMD being recognized for its exceptional performance [5][6] - TIME's America's Growth Leaders of 2026 list identifies companies based on five-year growth performance, financial health, and stock performance, further solidifying LifeMD's position among dynamic U.S. companies [8]

Company Overview - LifeMD operates a comprehensive virtual healthcare platform, conducting 130万 virtual consults and serving 31万 active patients[7] - The company provides an end-to-end, compliance-first platform for direct-to-consumer virtual primary care[7] - LifeMD has a $170 billion total addressable market in the U S primary care market[12, 13] Financial Performance and Guidance - LifeMD projects revenue between $192 million and $193 million for 2025[7] - The company anticipates $14 million of Adjusted EBITDA in 2025 and has no debt[10] - Telehealth revenue is expected to grow +24% to +25% from $154.8 million in 2024 to $192-$193 million in 2025[42] - Telehealth Adjusted EBITDA is projected to increase +229% to +254% from $4.1 million in 2024 to $13.5-$14.5 million in 2025[42] - The company's core telehealth business is experiencing rapid and sustainable profitability growth[38] - LifeMD's products and services generate high consolidated gross margins of 85%+[10, 46] Strategic Focus and Growth - LifeMD's strategy focuses on scaling high-value revenue streams, including weight management/GLP-1 offerings, behavioral and women's health, and commercial health insurance[30] - The company aims for 30%+ YoY revenue growth with ~25% Adjusted EBITDA margins[31] - LifeMD is building long-term partnerships with employers, life science companies, and other digital health partners[30]

Core Insights - LifeMD, Inc. reported financial results for Q3 2025, highlighting a 13% year-over-year increase in total revenue to $60.2 million and a 20% rise in adjusted EBITDA to $5.1 million [2][7][8] - The company is focusing on diversifying its services beyond weight management, with strong early traction in behavioral health, women's health, and men's hormone therapy [3][4] - LifeMD's telehealth revenue grew by 18% to $47.3 million, with adjusted EBITDA for telehealth increasing by 30% to $2.9 million [5][7][8] Financial Performance - Total revenue for Q3 2025 was $60.2 million, up from $53.3 million in Q3 2024, driven by an 18% increase in telehealth revenue [7][8] - The number of active telehealth subscribers rose by 14% to approximately 310,000 [8][9] - Gross margin decreased to 88% from 91% year-over-year, attributed to revenue mix changes [8] Strategic Developments - The company completed the divestiture of its majority stake in WorkSimpli, transforming LifeMD into a pure-play virtual care and pharmacy platform [4][5] - LifeMD achieved regulatory approval for its Pennsylvania-based compounding pharmacy, expanding its ability to deliver personalized therapies [3][4] Future Outlook - LifeMD anticipates significant growth in 2026, capitalizing on evolving trends in the GLP-1 market and expanding access through product innovation and improved pricing [3][4] - The company provided guidance for Q4 2025, projecting revenue between $45 million and $46 million and adjusted EBITDA between $3 million and $4 million [10][14]

Group 1 - LifeMD, Inc. will participate in the virtual BTIG Digital Health Forum on November 24, 2025, with a panel discussion focused on scalable virtual primary care and obesity health platforms [1] - The management will also be available for one-on-one virtual meetings during the forum [1][2] Group 2 - LifeMD is a leading provider of virtual primary care services, offering telemedicine, laboratory access, and pharmacy services across more than 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 quality care [3]

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]

Company Overview - LifeMD, Inc. is a leading provider of virtual primary care services, offering telemedicine, laboratory and pharmacy access, and specialized treatment for over 200 conditions [2] - The company utilizes a vertically integrated digital care platform, a 50-state affiliated medical group, a state-of-the-art compounding pharmacy, and a U.S.-based patient care center to enhance access to high-quality and affordable care [2] Recent Developments - LifeMD announced its participation in the ROTH 4 Annual Healthcare Opportunities Conference scheduled for October 9, 2025, in New York City [1] - Management will engage in one-on-one meetings with investors throughout the conference [1] - Investors interested in attending can register by contacting their ROTH Capital Partners representative [1]

Core Insights - LifeMD, Inc. has expanded its pharmacy capabilities to include advanced non-sterile compounding for oral and topical medications, enhancing its vertically integrated platform to better meet patient needs and improve efficiency [1][3] - The commercial pharmacy, launched in August 2024, can now process up to 5,000 prescriptions daily and formulate customized medications, including allergen-free and combination products [2] - LifeMD's compounding pharmacy operates under the FDA's 503A designation, ensuring adherence to strict quality and safety standards, and is currently licensed in 13 states with plans to expand to all 50 states within the next year [3] Company Overview - LifeMD is a leading provider of virtual primary care, offering telemedicine, laboratory access, and pharmacy services across more than 200 conditions, including men's and women's health, weight management, and hormone therapy [4] - The company utilizes a proprietary digital care platform and a 50-state affiliated medical group to enhance access to high-quality and affordable care [4]

Company Overview - LifeMD is building a leading platform for comprehensive virtual healthcare[7] - The company has conducted 13 million virtual consults and has 297000 active patients[8] - LifeMD's revenue guidance for 2025 is between $250 million and $255 million[8] - The company has over 300 employees across the US[8] Investment Highlights - LifeMD forecasts $27 million to $29 million of Adjusted EBITDA for 2025[12] - The company's products and services generate 85%+ consolidated gross margins[12] - WorkSimpli, in which LifeMD holds a 73% equity stake, provides high-margin recurring revenue[9, 12] Financial Performance and Guidance - LifeMD forecasts 20% revenue growth in 2025, with revenue reaching $255 million[42] - Telehealth revenue is projected to grow by 23% to 27%, reaching $195 million to $200 million in 2025[50] - WorkSimpli is expected to generate $55 million in revenue in 2025, a 2% increase[50] - Consolidated Adjusted EBITDA is projected to increase by 93% to 107%, reaching $27 million to $29 million in 2025[50]

Core Insights - LifeMD, Inc. is participating in the Canaccord Genuity 45th Annual Growth Conference from August 12-14, 2025, in Boston [1] - Management will engage in a fireside chat on August 13 at 8:30 a.m. Eastern time and will conduct one-on-one meetings with investors on August 12-13 [1] 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 pharmacy to enhance access to high-quality and affordable care [3]