LifeMD Inc
NASDAQ:LFMD
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LifeMD Inc
LifeMD, Inc. is a telehealth company, which engages in offering portfolio of direct-to-patient products and services. The company is headquartered in New York City, New York and currently employs 232 full-time employees. The company went IPO on 2001-07-11. The firm's portfolio of brands is included within two operating segments: Telehealth and WorkSimpli. Its telehealth platform provides patients with access to licensed providers for diagnoses, virtual care, and prescription medications, often delivered on a recurring basis. In addition to its telehealth offerings, the Company sells complementary nutritional supplements and over-the-counter (OTC) products. Its products are available on a subscription basis, where patients can subscribe to receive regular shipments of prescribed medications or products. Its Shapiro MD brand offers products for male and female hair loss, OTC minoxidil, medical device, and a personalized telehealth platform. Rex MD is its men's brand, which offers access to provider-based treatment for erectile dysfunction, as well as treatment for other common men's health issues.
LifeMD, Inc. is a telehealth company, which engages in offering portfolio of direct-to-patient products and services. The company is headquartered in New York City, New York and currently employs 232 full-time employees. The company went IPO on 2001-07-11. The firm's portfolio of brands is included within two operating segments: Telehealth and WorkSimpli. Its telehealth platform provides patients with access to licensed providers for diagnoses, virtual care, and prescription medications, often delivered on a recurring basis. In addition to its telehealth offerings, the Company sells complementary nutritional supplements and over-the-counter (OTC) products. Its products are available on a subscription basis, where patients can subscribe to receive regular shipments of prescribed medications or products. Its Shapiro MD brand offers products for male and female hair loss, OTC minoxidil, medical device, and a personalized telehealth platform. Rex MD is its men's brand, which offers access to provider-based treatment for erectile dysfunction, as well as treatment for other common men's health issues.
Revenue Growth: LifeMD reported Q3 consolidated revenue of $60.2 million, up 13% year-over-year, with Telehealth revenue specifically up 18%.
Profitability: Adjusted EBITDA increased 30% year-over-year for Telehealth, reaching $2.9 million. Company-wide adjusted EBITDA was $5.1 million, up from $4.3 million.
Guidance: Management expects full-year 2025 revenue of $192–193 million and adjusted EBITDA of $13.5–14.5 million, representing 24% and 254% growth over 2024, respectively.
Strategic Progress: The company advanced women's and behavioral health verticals, secured compounding pharmacy approval, and divested non-core assets to focus on virtual care and pharmacy.
Weight Management: Branded GLP-1 drug access and pricing are improving, with new lower-cost offers for Wegovy, Ozempic, and anticipated oral therapies expected to drive growth in 2026.
Insurance Enablement: Broad insurance coverage was launched, resulting in a 33% reduction in customer acquisition costs and positioning LifeMD to benefit from anticipated Medicare/Medicaid GLP-1 coverage.
Margins: Gross margin declined due to product mix shift toward branded drugs; further mild erosion is expected as business mix evolves.
Balance Sheet: The company has no debt and $23.8 million in cash, its strongest liquidity position ever.
