Lifemd Inc Stock Price, News & Analysis

LifeMD (Nasdaq: LFMD) reported Q3 2025 total revenue of $60.2M, up 13% year-over-year, and adjusted EBITDA of $5.1M, up 20%.

Telehealth revenue was $47.3M (+18%), telehealth adjusted EBITDA was $2.9M (+30%), and active telehealth subscribers were ~310,000 (+14%). The company paid off approximately $17M of debt and ended the quarter with $23.8M cash. Subsequent to quarter end, LifeMD divested its majority stake in WorkSimpli, positioning the company as a pure-play telehealth and pharmacy platform.

Guidance: Q4 2025 revenue $45M–$46M and adjusted EBITDA $3M–$4M; full-year 2025 revenue $192M–$193M (+~24%) and adjusted EBITDA $13.5M–$14.5M (+~254%).

LifeMD (Nasdaq: LFMD) announced a lower cash-pay price for GLP-1 medications Wegovy and Ozempic as part of its collaboration with Novo Nordisk. LifeMD will offer the 0.25 mg and 0.5 mg doses at $199 per month for two fills for new patients, which the company describes as the lowest cash-pay pricing nationwide.

The drugs are offered through the LifeMD Weight Management Program, which includes virtual consultations, diagnostic testing, secure messaging, and lifestyle education. LifeMD cited a strategic shift from compounded GLP-1s to direct manufacturer partnerships to align with regulatory and reimbursement trends and to scale virtual obesity and metabolic care.

LifeMD (Nasdaq: LFMD) will participate in the virtual BTIG Digital Health Forum on November 24, 2025. Management will join a virtual panel titled “Creating a Scalable Virtual Primary Care and Obesity Health Platform” at 4:00 p.m. Eastern time and will be available for one-on-one virtual meetings. Investors seeking to attend can register through their BTIG representative.

LifeMD (Nasdaq: LFMD) rescheduled its third quarter 2025 earnings release and conference call to Monday, November 17, 2025, with the press release expected at about 4:05 p.m. ET and the call at 4:30 p.m. ET. The company expects to file a Form 12b-25 notifying the SEC of a late Form 10-Q for the period ended September 30, 2025.

LifeMD identified corrections to revenue recognition and offsetting balance sheet accounts for the twelve months ended Dec 31, 2023, twelve months ended Dec 31, 2024, and the six months ended June 30, 2025. The cumulative impact is approximately $4.6 million, or roughly 1.4% of cumulative revenue for the referenced periods. The company said the adjustments will not materially change reported revenue versus guidance and will not affect cash flow or cash position.

LifeMD (Nasdaq: LFMD) sold its majority ownership interest in WorkSimpli Software LLC in a transaction that values WorkSimpli at an approximately $65 million enterprise value. The deal closed on November 4, 2025, and LifeMD received about $22 million cash at closing, representing 91.6% of the $24.0 million base purchase price attributable to the 80% interest sold. Sellers are eligible for up to an additional $28.0 million in cash tied to growth and operational targets over the next three years.

LifeMD said it expects to use existing NOLs to offset most capital gains and will reallocate resources to expand its virtual care and pharmacy offerings, including cardiometabolic care beginning in H1 2026 and continued scaling of Rex MD and e-pharmacy products.

LifeMD (Nasdaq: LFMD) will report financial results for the three and nine months ended September 30, 2025 after U.S. market close on November 6, 2025. The company will host a conference call and webcast beginning at 4:30 p.m. Eastern time the same day.

Conference call dial-in and webcast details: toll-free 800-245-3047, international 203-518-9765, conference ID LIFEMD, and a live & archived webcast link will be available.

LifeMD (NASDAQ: LFMD) appointed Dr. Tara Scott as ambassador and clinical advisor for its women’s health program on October 22, 2025. Dr. Scott, a board-certified OB/GYN and menopause specialist with 25+ years of clinical and teaching experience, will guide outreach, education, and program development across perimenopause, menopause, hormonal balance, bone density, metabolism, and long-term wellness.

The virtual program offers tiered subscriptions, lab access, mail-order prescriptions, dietitian support, and LifeMD+ membership with 24/7 primary and urgent care. The release cites underdiagnosis: one in four women seek menopause treatment and women represent 80% of osteoporosis cases with two-thirds undiagnosed, and references a BCG estimate of a $60–70 billion market opportunity by 2030.

LifeMD (NASDAQ:LFMD) has expanded its collaboration with Novo Nordisk to offer Ozempic® at $499 per month to eligible self-pay patients through its virtual care platform. The offering targets uninsured patients and those whose insurance doesn't cover GLP-1 therapies.

Through integration with NovoCare® Pharmacy, patients can access all FDA-approved dose strengths of Ozempic® and Wegovy® within LifeMD's comprehensive care platform, which includes virtual consultations, clinical support, diagnostic testing, and pharmacy coordination. The platform also provides access to Lilly's Zepbound® through integration with LillyDirect pharmacy provider.

Ozempic® is FDA-approved for type 2 diabetes, which affects approximately 36 million Americans. This collaboration aims to improve accessibility to authentic, FDA-approved GLP-1 treatments at competitive self-pay prices.

LifeMD (NASDAQ:LFMD), a virtual primary care services provider, announced its participation in the ROTH 4th Annual Healthcare Opportunities Conference. The event will take place on October 9, 2025 at the Metropolitan Club in New York City. The company's management team will conduct one-on-one meetings with investors during the conference.