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What were the key takeaways from LifeMD Pref A's earnings call?

- **Revenue Growth**: Telehealth revenue +18% YoY to $47.3M, adjusted EBITDA +30% to $2.9M. RexMD added 10,000 subscribers, stabilizing weight management.
- **Strategic Moves**: Sold WorkSimpli to focus on core business, strengthening balance sheet with $23.8M cash.
- **New Products**: Launched Wegovy at $199/2 doses, oral Wegovy expected Q1 2026 at $149/month. Expanded men's health with in-house compounding pharmacy.
- **2026 Outlook**: Scale women's and behavioral health, integrate LifeMD+ marketplace, and expand 503-A pharmacy to 50 states.
- **Financial Health**: Q3 2025 revenue $60.2M (+13% YoY), adjusted EBITDA $5.1M (+254% YoY). Q4 2025 guidance: $44-45M revenue, $3-4M EBITDA.
- **Key Trends**: 75% new patients on branded scripts, 33% CPA reduction with insurance enablement, FDA scrutiny of compounded GLP-1s.

**【CEO Summary Section】**
- **Revenue Growth**: Telehealth revenue increased 18% YoY to $47.3 million, with adjusted EBITDA up 30% to $2.9 million. RexMD added 10,000 net subscribers, stabilizing weight management and positioning for 2026 growth.
- **Strategic Divestiture**: Sold majority stake in WorkSimpli to focus on core telehealth and pharmacy business, strengthening balance sheet with $23.8 million cash and no debt.
- **New Product Launches**: Launched Wegovy and Ozempic at reduced prices ($199 for first 2 doses, $349/month), and announced oral Wegovy (FDA approval expected late 2025) with potential $149/month pricing. Expanded men's health with personalized ED medications and in-house compounding pharmacy.
- **2026 Priorities**: Scale women's and behavioral health businesses, integrate LifeMD+ membership and in-app marketplace, and expand compounding pharmacy to 50 states.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Consolidated revenue $60.2 million (+13% YoY), GAAP net loss $4.6 million, and adjusted EBITDA $5.1 million (+25% YoY). Gross margin 88%, down 290bps YoY due to revenue mix shift to lower-margin branded scripts.
- **2025 Guidance**: Full-year revenue $192-193 million (+24% YoY), adjusted EBITDA $13.5-14.5 million (+254% YoY). Q4 2025 revenue $44-45 million, adjusted EBITDA $3-4 million.
- **Liquidity**: Strongest balance sheet in company history with $23.8 million cash post-WorkSimpli sale.

**【Q&A Highlights】**
- **Insurance Impact**: Enabling insurance coverage reduced customer acquisition costs by 33%, with Medicare and commercial payer coverage expected to drive 2026 growth. 25% of new patients lack insurance for medications, creating long-term retention opportunity.
- **Product Mix**: Weight management >50% of revenue, with 75% new patients on branded scripts (vs. 50% Q2). Transitioning ED fulfillment to in-house pharmacy to reduce COGS and improve margins.
- **Regulatory Outlook**: FDA scrutiny of compounded GLP-1s could benefit branded scripts; oral Wegovy launch in early 2026 expected to drive demand with 15% weight loss in clinical trials.
- **503-A Pharmacy**: Licensed in 14 states, targeting 50-state coverage by mid-2026. Will enable personalized compounded therapies with superior margins compared to third-party partners.
- **Competitive Position**: Unique integration of telehealth, pharmacy, and insurance navigation; 130 million Americans eligible for GLP-1s, with LifeMD positioned as high-quality virtual care destination.

LifeMD, Inc. (LFMD) Q3 2025 Earnings Call Transcript

Revenue

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LFMDP

LFMDP fundamentals

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