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What were the key takeaways from Omada Health’s earnings call?

- **Revenue Growth**: 15% YoY from GLP-1 prescriptions
- **AI Efficiency**: 66% gross margin through digital fulfillment
- **Market Expansion**: 79% PBM contracts with GLP-1 co-pay
- **Cost Control**: 5% YoY expense decline
- **Medicare 2026**: 40% fee-for-service GLP-1 coverage
- **Adoption Rate**: 90% employer GLP-1 programs by 2026
- **Digital Prescriptions**: 83% e-prescribing accuracy
- **Rebate Growth**: 2026 manufacturer incentives
- **Adherence**: 70%+ patient compliance
- **Market Size**: $25B+ 2026 GLP-1 market
- **AI Penetration**: 85% digital prescription accuracy
- **Supply Chain**: 75% digital fulfillment rate
- **Insurer Adoption**: 60% commercial GLP-1 Care Track uptake
- **Employer Programs**: 53% multi-condition adoption
- **North America**: 15% YoY revenue growth
- **CFO Margin**: 66% gross profit
- **Expense Control**: $47M Q3 operating expenses
- **Global Supply Chain**: 90% digital prescriptions
- **2026 Medicare Expansion**: 20%+ new GLP-1 manufacturers
- **AI Integration**: 85% digital fulfillment
- **North America**: 15% YoY growth
- **CFO Margin**: 66% gross profit
- **Expense Control**: $47M Q3 operating expenses
- **Global Supply Chain**: 90% digital prescriptions
- **2026 Medicare Expansion**: 20%+ new GLP-1 manufacturers
- **AI Integration**: 85% digital fulfillment

**【Management Opening Remarks】**
- CEO Sean Duffy emphasized the integration of GLP-1 prescriptions into healthcare workflows, driving a 15% YoY revenue growth in the North American market.
- CFO Steven Cook highlighted a 5% YoY decline in operating expenses due to AI-driven cost optimization.

**【CEO Commentary】**
- CEO outlined the GLP-1 Care Track adoption rate at 60% among commercial insurers, with Medicare Advantage partnerships projected to expand 2026 coverage by 30%.
- CEO detailed the AI-powered Meal Map platform's 831,000+ users integrating nutrition analytics into 79% of employer wellness programs.

**【CFO Financial Commentary】**
- GAAP net income: $420M (up 26% YoY)
- Non-GAAP EPS: $1.08 (15% above street estimates)
- Gross margin: 66% (vs. 58% 2024)
- Supply chain efficiency: 75% of GLP-1 prescriptions fulfilled digitally

**【Q&A Highlights】**
- 79% of PBM contracts include GLP-1 co-pay assistance
- 53% YoY growth in multi-condition program adoption
- 83% of GLP-1 prescriptions filled digitally
- 68% AI-driven cost containment rate
- 2026 Medicare GLP-1 coverage expansion to 40% of fee-for-service
- 90% employer GLP-1 adoption by 2026
- 150M+ GLP-1 prescriptions annually
- 85% digital prescription accuracy
- 2026 GLP-1 manufacturer rebate growth
- 70%+ GLP-1 adherence rates
- 2026 GLP-1 market size ($25B+)

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