Hims & Hers vs. LifeMD: Which Telehealth Stock Has More Upside?
HIMS and LFMD are surging in the telehealth race, but which one has stronger earnings growth and expansion momentum? Let's see.
LifeMD: Inflection Into Profitability Should Drive Stock Upward
LifeMD is a fast-growing, profitable telehealth company with strong partnerships, a robust tech stack and a valuable SaaS asset. The Novo Nordisk/Hims fallout is bullish, not bearish, for LifeMD. Novo Nordisk and Eli Lilly are unlikely to break a partnership with LifeMD. Q1 2025 results showed an excellent inflection into profitability, but guidance was conservative and gross margins declined due to product mix.
LifeMD, Inc. (LFMD) Q1 2025 Earnings Call Transcript
LifeMD, Inc. (NASDAQ:LFMD ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Justin Schreiber - Chairman and CEO Marc Benathen - Chief Financial Officer Conference Call Participants David Larsen - BTIG Sarah James - Cantor Fitzgerald Steve Dechert - KeyBanc Steven Valiquette - Mizuho Securities Yi Chen - H.C. Wainwright Anderson Schock - B.
LifeMD, Inc. (LFMD) Q1 Earnings and Revenues Top Estimates
LifeMD, Inc. (LFMD) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.04 per share. This compares to loss of $0.19 per share a year ago.
LifeMD Is Back To Life
LifeMD's weight management segment is regaining competitiveness due to the end of GLP-1 compound shortages and expanded insurance coverage, including Medicare. The company is seeing significant growth in its virtual care platform, with Q4 revenues up 43% and core telehealth revenues up 60%. LifeMD is expanding its insurance coverage, aiming to cover 150M lives by 2025, and launching new products in behavioral and women's health.
LifeMD, Inc. (LFMD) Q4 2024 Earnings Call Transcript
LifeMD, Inc. (NASDAQ:LFMD ) Q4 2024 Results Conference Call March 10, 2025 4:30 PM ET Company Participants Justin Schreiber - Chairman and Chief Executive Officer Marc Benathen - Chief Financial Officer Conference Call Participants David Larsen - BTIG Steve Dechert - KeyBanc Brooks O'Neil - Lake Street Capital Markets Steven Valiquette - Mizuho Securities Alex Fuhrman - Craig-Hallum Capital Group Sarah James - Cantor Anderson Schock - B. Riley Securities Operator Good afternoon.
Telehealth firms Teladoc, LifeMD tie up with Eli Lilly's pharmacy partner to offer Zepbound
Telehealth firms Teladoc Health and LifeMD said on Thursday they have signed an agreement with Eli Lilly's direct-to-consumer website LillyDirect pharmacy partner, Gifthealth, to offer patients the weight-loss drug, Zepbound.
LifeMD initiated with a Neutral at Mizuho
Mizuho initiated coverage of LifeMD with a Neutral rating and $7 price target. The firm notes that the company has succeeded due to the successful uptake of its virtual 'GLP-1 Weight Management' program, which features access to both branded and compounded GLP-1 drugs for obesity patients, with 80% of the total in compounded. However, investors are grappling with the durability risk of LifeMD's subscription revenue related to GLP-1 compounding, as if the drugs are taken off the FDA drug shortage list, compounding would no longer be allowed.
LifeMD, Inc. (LFMD) Q3 2024 Earnings Call Transcript
LifeMD, Inc. (NASDAQ:LFMD ) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Justin Schreiber – Chairman and Chief Executive Officer Marc Benathen – Chief Financial Officer Conference Call Participants David Larsen - BTIG Sarah James - Cantor Fitzgerald Kyle Bauser - B. Riley Securities Steve Dechert - KeyBanc Eduardo Martinez-Montes - H.C.
LifeMD, Inc. (LFMD) Reports Q3 Loss, Lags Revenue Estimates
LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.10. This compares to loss of $0.20 per share a year ago.
LifeMD Shares Decline Even After the Launch of Testosterone Therapy
LFMD expands its men's health services with TestoRx, offering convenient testosterone therapy and alternative treatments for low testosterone via telehealth.
LifeMD: Selling WorkSimpli Could Be A Catalyst
LifeMD's Q2 2024 earnings were mixed, with management failing to monetize the non-core WorkSimpli asset, leading me to assign it no value. Despite management's over-promising, LifeMD's telehealth and GLP1 offerings show significant potential, with the stock priced at 14x forward EBITDA. I have revised my price target from $20 to $15 per share by summer 2025, due to management's credibility issues and uncertainties in GLP1 prospects.
