OneMedNet CEO Aaron Green Issues Letter to Shareholders Highlighting 2025

Rhea-AI Summary

OneMedNet (Nasdaq: ONMD) CEO Aaron Green reviewed 2025 progress and outlined plans for 2026. Key achievements include a $19.6 million reduction in total liabilities (~75% lower versus Dec 31, 2024), selection and integration of Palantir's AI platform to accelerate an AI-driven multimodal subscription search planned for launch in early 2026, and a 37% YOY network expansion reaching 186 million clinical exams across >2,130 provider sites.

Other highlights: third-quarter bookings rose eightfold YOY, growth of commercial and operations teams, and a 2026 roadmap to add HEOR and analytics services while pursuing recurring subscription revenue from large-scale RWD access.

Positive

• Total liabilities reduced by $19.6 million (~75%) by end of 2025
• Healthcare provider network +37% YOY to 186 million clinical exams
• >2,130 healthcare partner sites in the network
• Third-quarter bookings increased eightfold YOY
• Selected and integrated Palantir AIP to accelerate AI-driven platform launch

Negative

• None.

Key Figures

Liability reduction $19.6 million Approximate reduction in total liabilities by end of 2025 vs Dec 31, 2024

Liability reduction rate 75% Approximate reduction in total liabilities by end of 2025

Network exams 186 million clinical exams Total exams within network from provider sites

Provider sites 2,130 healthcare partner sites Network size as of 2025

Network growth 37% YOY increase Year-over-year growth in healthcare provider network

AI healthcare market $868 billion Estimated AI-driven healthcare market by 2030

Bookings growth Eight fold YOY Increase in third quarter bookings from 2024 to 2025 mentioned in letter

Market Reality Check

$1.31 Last Close

Volume Volume 260,568 is well below the 20-day average of 2,268,986, suggesting today's move occurred on relatively light trading. low

Technical Shares at $1.31 are trading above the $0.94 200-day moving average, reflecting strength versus longer-term trend.

Peers on Argus 1 Down

ONMD is up 6.5% while the only peer in the momentum scan, MGRX, is moving down. Among broader peers, moves are mixed, with gains in BEAT and ZCMD but a sharp decline in MGRX, pointing to a largely stock-specific reaction.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 10	Conference traction	Positive	-4.8%	Reported strong RSNA engagement and commercial traction for Palantir-powered iRWD platform.
Nov 24	Platform showcase	Positive	-1.5%	Announced redesigned cohort-building platform to be showcased at RSNA 2025.
Nov 20	Network expansion	Positive	-10.7%	Detailed major iRWD network growth in sites, patient records, and clinical exams.
Nov 17	Q3 bookings surge	Positive	-3.6%	Reported 815% bookings increase and higher inbound demand plus liability reduction.
Nov 10	Subscription launch	Positive	+4.7%	Announced next-gen Palantir-based iRWD subscription platform and large AI-healthcare market.

Pattern Detected

Recent positive news on platform expansion, bookings growth, and network scale has often been followed by negative price reactions, with only one of the last five events showing aligned upside.

Recent Company History

Over the last two months, OneMedNet has repeatedly highlighted progress around its Palantir-powered iRWD™ platform, expanding to 2,130+ provider sites, 47M+ patient lives, and 186M+ clinical exams. Q3 2025 updates featured an 815% bookings increase and rising inbound demand, plus network expansion supporting a subscription model. Despite these positive operational milestones, prior news often saw short-term price declines, making today’s positive move on a strategic 2025 shareholder letter a contrast to several recent reactions.

Market Pulse Summary

The stock is surging +13.0% following this news. A strong positive reaction aligns with the upbeat shareholder letter outlining liability reduction of about $19.6 million, a 37% network expansion, and bookings growth. Historically, ONMD often saw price declines after similarly positive updates, so sustained gains may depend on translating its 186 million-exam network and Palantir-powered platform into tangible revenue and cash improvements highlighted in recent filings.

Key Terms

real-world data (rwd) medical

"Real-World Data (RWD) network announced today that Aaron Green"

Real-world data are health and clinical information collected outside controlled clinical trials — from sources such as electronic health records, insurance claims, patient registries, wearable devices and pharmacy records. Investors care because this evidence shows how treatments or medical products actually perform in everyday use, informing market demand, regulatory decisions, reimbursement and commercial forecasts; think of it as street-level traffic data that complements lab tests and reduces uncertainty about real-market performance.

real-world evidence (rwe) medical

"encourage the use of Real-World Evidence (RWE) as part of the regulatory"

Real-world evidence (RWE) is information about how drugs, devices or medical practices perform based on data collected outside controlled clinical trials, such as electronic health records, insurance claims, patient registries or wearable devices. For investors, RWE matters because it can reveal how a treatment works in everyday use, influence regulatory and reimbursement decisions, and reduce uncertainty about a product’s market potential—think of it as seeing how a product performs in customers’ homes versus a lab demonstration.

post-market surveillance regulatory

"approval and post-market surveillance process"

Post-market surveillance is the ongoing monitoring of a product’s safety and performance after it has been approved and sold, especially for drugs and medical devices. Like watching cars after they leave the showroom to catch hidden defects, it matters to investors because problems discovered later can trigger recalls, regulatory fines, extra testing, or damaged reputation — all of which can reduce future sales and hurt a company’s financial outlook.

annual recurring revenue (arr) financial

"directly contributes to the growth of annual recurring revenue (ARR)"

Annual Recurring Revenue (ARR) is the predictable amount of money a company expects to earn in a year from its ongoing services or subscriptions. It helps businesses understand their steady income stream, much like knowing how much rent they can count on each year, which is important for planning and growth.

ai-driven technical

"AI-driven multimodal subscription search in the new year"

AI-driven describes products, services, processes or decisions that rely on artificial intelligence—software that detects patterns in data and makes predictions or choices without step-by-step human direction. For investors it signals potential for faster growth, lower operating costs or new revenue, but also new risks (model errors, data problems, regulatory limits); think of it like a smart thermostat that can save energy and money but can also misbehave if fed bad information.

multimodal technical

"integrates multiple data modalities—such as medical imaging (e.g., MRI, CT scans)"

Multimodal describes an approach, product, or system that uses two or more different types of inputs, methods, or channels — for example combining text, images and audio in a technology product, or blending drugs, devices and therapy in medical care. For investors, multimodal solutions can broaden market reach and competitive differentiation but also add development cost, operational complexity and regulatory hurdles; think of it like a hybrid car that offers more capabilities but requires more parts and oversight.

AI-generated analysis. Not financial advice.

MINNEAPOLIS, Dec. 22, 2025 (GLOBE NEWSWIRE) -- OneMedNet Corporation (Nasdaq: ONMD) (“OneMedNet” or the “Company”), the leading curator and provider of one of the world's largest regulatory-grade, AI-ready Real-World Data (RWD) network announced today that Aaron Green, President and CEO, issued the following letter to shareholders and other stakeholders of the Company:

Dear OneMedNet Shareholders, Partners, and Family,

2025 has been a year of focus for OneMedNet – focus on our platform, focus on our people, and focus on executing our strategic plan to lay the foundation for growth in 2026. As part of this strategic execution, in October 2025, we announced our selection of Palantir’s AI platform (AIP), which has allowed us to accelerate our platform development with a planned launch of our AI-driven multimodal subscription search in the new year. We believe this first-of-its-kind platform will revolutionize the way life sciences organizations interact with data from provider facilities.

2025 Highlights:

• Improved Financial Foundation: Reduced our total liabilities by approximately $19.6 million, representing an approximate 75% reduction by the end of 2025, compared to total liabilities on December 31, 2024.
• Platform: Accelerated platform development with the selection and integration of Palantir (PLTR).
• Network Expansion: Continued expansion of our healthcare provider network, with a 37% year-over-year (YOY) increase and a total of 186 million clinical exams within the network from over 2,130 healthcare partner sites.
• People: Hired a proven sales leader and expanded the commercial team to support scaling the business. Reorganized and grew our operations team to be technology lead improving delivery speed and efficiency.

What Sets Us Apart

• Proven Customer Success: Driving repeat orders and increasing Master Service Agreements (MSAs) from leading life sciences and healthcare innovator organizations, positioning us as the vendor of choice as evidenced by shortened sales cycles, increased deal sizes, and great relationships with repeat customers.
• AI-Powered Data Access: Leveraging Palantir's platform for smart conversational queries of live, de-identified real-world data directly from hospitals and clinics in near real-time, delivering curated regulatory-grade datasets that accelerate drug development, power AI model training, and support regulatory submissions.
• Longitudinal Patient Records: Access live data that follows patients over time, enabling real-time tracking of patient journeys and ongoing updates to reflect the latest clinical developments—unlike competitors' stale data trapped in stagnant data lakes.
• Multimodal iRWD™: Our indexed Real-World Data (iRWD) that integrates multiple data modalities—such as medical imaging (e.g., MRI, CT scans), lab results, clinical notes, electronic health records, and other structured and unstructured sources—providing a comprehensive view of patient health. This is enhanced by custom cohort matching and AI-powered refinement to ensure precise, high-quality datasets tailored to specific research needs.

The Opportunity Ahead

• Market Demand Trends: We are seeing a clear trend in inbound demand for large-scale RWD to train, validate, and monitor AI models, alongside growing interest in long-term, subscription-based data relationships. This shift toward recurring access models supports durable customer relationships, enhances visibility, and directly contributes to the growth of annual recurring revenue (ARR). This is visible from our third quarter bookings, which increased eight fold YOY from 2024 to 2025.
• Platform Expansion Strategy: In 2026, we plan to extend our platform by introducing additional services adjacent to data cohort building and delivery, including tools for data sources (hospitals and clinics) to analyze their own data, while expanding into Health Economics and Outcomes Research (HEOR) focused solutions, including market surveillance and post-market evidence products.
• Growing Need for RWD: The need for Real-World Data (RWD) has never been greater. The traditional model of lengthy, expensive clinical trials is being disrupted, as regulators such as the U.S. Food and Drug Administration (FDA) and the European Medicines Agency (EMA) increasingly encourage the use of Real-World Evidence (RWE) as part of the regulatory approval and post-market surveillance process.
• Advancing Our Mission: Our continued investment in the platform advances OneMedNet’s mission to remove the friction that exists today between care providers and researchers—significantly reducing time to market for new drugs, medical devices, and healthcare artificial intelligence solutions.
• Unlocking Market Potential: At the same time, access to healthcare data remains a critical bottleneck in unlocking the estimated $868 billion AI-driven healthcare market by 2030¹. OneMedNet is positioned at the forefront of this opportunity by leveraging Palantir platform to combine our expansive provider network with advanced analytics, delivering secure, regulatory-grade, large-scale RWD through a modern subscription platform.
  
  

Looking Forward

Our three pillars—Platform, Partners, and People—anchor our strategy. Our iRWD™ platform, enhanced with Palantir’s AIP, our growing network of providers, and our experienced leadership team—with expertise in AI, cloud solutions, healthcare, regulatory compliance, and M&A—are aligned for execution.

We have spent the last three years unwavering in our focus to provide the industry’s first real-time platform to solve the data pipeline problem that has plagued the industry for the last 20 years, and we anticipate rapid adoption and growth of customers.

To our shareholders: Thank you for your persistent support and belief in our mission. We are building enduring value through an industry-first platform and fulfilling the promise of removing the friction to accessing Real-World Data to solve some of healthcare’s biggest problems.

Sincerely,

Aaron Green
President and CEO
OneMedNet Corporation

Investor Relations - https://www.onemednet.com/investor-relations/

¹ https://www.strategyand.pwc.com/de/en/industries/pharma-life-sciences/ai-healthcare-revolution.html

About OneMedNet Corporation

OneMedNet is revolutionizing how the world unlocks Real-World Data (RWD), harnessing the untapped potential of over 2,130 healthcare sites through its iRWD™ platform. This isn’t just data—it’s the lifeblood of innovation, from de-identified medical imaging to electronic health records, fueling breakthroughs for drugmakers, medical device pioneers, and AI visionaries. With a network spanning rare diseases, oncology, cardiology, and beyond, OneMedNet delivers precision insights that redefine patient care and power the next wave of healthcare disruption.

Beyond healthcare OneMedNet’s proprietary AI anonymizes data for industries like finance, retail, and telecom, unlocking endless possibilities—rigorously testing production system upgrades, de-risking complex projects, and securely sharing sensitive data by stripping out personal information. Learn more at www.onemednet.com.

Cautionary Note Regarding Forward-Looking Statements

This press release contains forward-looking statements. All statements other than statements of historical facts contained in this press release are forward-looking statements. We base these forward-looking statements on our current expectations and projections about future events, which we derive from the information presently available to us. Such forward-looking statements relate to future events or our future performance, including: our financial and operational performance, debt reductions, and their effect on achieving operational strategies of the company. You can identify forward-looking statements by those that are not historical in nature, particularly those that use terminology such as “may,” “should,” “expects,” “anticipates,” “contemplates,” “estimates,” “believes,” “plans,” “projected,” “predicts,” “potential,” or “hopes” or the negative of these or similar terms. In evaluating these forward-looking statements, you should consider various factors, including: our ability to change the direction of OneMedNet; our ability to keep pace with new technology and changing market needs; the competitive environment of our business; risks inherent with investing in Digital Assets, including Digital Asset’s volatility; and our ability to implement our Digital Asset treasury strategy and its effects on our business. These and other factors may cause our actual results to differ materially from any forward-looking statement. Forward-looking statements are only predictions. The forward-looking events discussed in this press release and other statements made from time to time by us or our representatives, may not occur, and actual events and results may differ materially and are subject to risks, uncertainties, and assumptions about us. We undertake no obligation to update publicly any forward-looking statements for any reason after the date of this press release to conform these statements to actual results or to changes in our expectations. Our ability to attract new customers and retain existing customers, market awareness and acceptance of enterprise AI solutions in general and our products in particular, the length and unpredictability of our sales cycles and the time and expense required for our sales efforts.

OneMedNet Contacts:
Michael Wong, VP Marketing
Email: michael.wong@onemednet.com

SOURCE: ONEMEDNET CORPORATION

FAQ

What did OneMedNet (ONMD) report about its liabilities on December 22, 2025?

OneMedNet reported a $19.6 million reduction in total liabilities, representing an approximate 75% decrease versus December 31, 2024.

How large is OneMedNet's provider network and how fast did it grow in 2025?

The company reported a 37% YOY increase in its network in 2025, totaling 186 million clinical exams from over 2,130 healthcare partner sites.

What platform partnership did OneMedNet announce and what will it enable for ONMD?

OneMedNet selected and integrated Palantir's AI platform (AIP) to accelerate development and launch of an AI-driven multimodal subscription search in early 2026.

How did OneMedNet's bookings perform in 2025 and what does that indicate for ARR?

OneMedNet said third-quarter bookings rose eightfold year-over-year, supporting a shift toward recurring subscription relationships and potential ARR growth.

What new services does OneMedNet plan to add to its platform in 2026?

Planned 2026 expansions include tools for data sources to analyze local data and new HEOR-focused solutions such as market surveillance and post-market evidence products.

When is OneMedNet planning to launch its AI-driven multimodal subscription search (ONMD)?

OneMedNet plans to launch the AI-driven multimodal subscription search in the new year (early 2026) following integration with Palantir AIP.