Telyrx Holdings Inc. · TSX:TELY
Telyrx — Q2 2026 Earnings Presentation
22 slides from Telyrx's earnings presentation, Aug 10, 2026
Slide 1: TelyRx: Healthcare Reimagined, Prescriptions on Demand
Investor Presentation | August 2026 TelyRx: Healthcare Reimagined Prescriptions on Demand TSX: TELY | OTCQX: TELYF 1
Slide 2: Important Disclosures & Forward-Looking Statements
DISCLAIMER Important Disclosures & Forward-Looking Statements Thispresentationisforinformationalpurposesonlyanddoesnotconstituteanoffertosellorasolicitationofanoffertobuyanysecuritiesof However,non-IFRSfinancialinformationispresentedforsupplementalinformationalpurposesonly,haslimitationsasananalytic
Slide 3: The wait is over.
The wait is over. TelyRx delivers essential medication directly to you with no friction, no delays, and no excuses. 3
Slide 4: Better access for the majority of Americans
Better access for the majority of Americans Access to 500+ everyday medications, with less time, cost, and complexity. 4
Slide 5: From click to doorstep!
The average American waits days to access medication Scheduling delays Driving to the doctor’s office Waiting for fulfillment Driving home from the pharmacy Submitting insurance claims Waiting In-person visit Driving the prescription to the pharmacy From click to doorstep! Your desired medication ca
Slide 6: What used to take days, now takes moments.
What used to take days, Skip the waiting room now takes moments. Skip the pharmacy Skip insurance paperwork No appointments No memberships No insurance required $22 physician review fee Browse our formulary Request A licensed provider reviews On approval, your Simple, seamless ordering the prescript
Slide 7: Access to everyday medications from our rapidly scaling, digital pharmacy platform
Access to everyday medications from our rapidly scaling, digital pharmacy platform 8 Categories* 60+Conditions 500+ Generic & branded drugs Ivermectin Chronic Conditions 2% Zepbound 2% 7% Albuterol Digestion 2% Tadalafil Flu & Infection Weight-loss 2% Mounjaro Azithromycin Men's Health 2% 4% Ozempic
Slide 8: Our 100% cash pay model permits vertical integration
Our 100% cash pay model permits Most pharmacies are dependent vertical integration on insurance revenue Physician Prescription Logistics & TelyRx Access Dispensing Fulfillment PhysicianAccess PrescriptionDispensing Logistics& Fulfillment Patients are choosing Insurance revenue prohibits convenience
Slide 9: Cash-pay is a huge market opportunity
Cash-pay is a huge market opportunity $585B $98B Cash-pay segment has grown at 40% Total insured covered Out-of-pocket drug spend1 prescription market CAGR2 TelyRx is capturing the fastest-growing segment of a massive market, one that traditional pharmacies legally cannot serve with a vertically int
Slide 10: The market has shifted. Permanently.
The market has shifted. Permanently. Behavior has Traditional Federal law creates changed pharmacies competitive hurdle are closing1 Alignment with Consumers are Brick & mortar Regulation creates telehealth and digital increasingly seeking pharmacies are seeing defensible moat for fulfillment trends
Slide 11: Engineered for National Scale with Minimal Capital Spend
Engineered for National Scale with Minimal Capital Spend 250,000 2,850 Average prescriptions per day (Q2’26) 99% Two licensed pharmacies in Texas and Florida servicing ~97% of the U.S. population across 48 states & territories Our distribution facilities are near major airports Dallas, TX Clearwater
Slide 12: Rapidly Scaling Patient & Revenue Growth with Strong Retention Metrics
Rapidly Scaling Patient & Revenue Growth with Strong Retention Metrics Revenue by New & Recurring Customers (in US$ 000s) $22,670 $7,084 $19,394 +50%1 $6,734 CQGR $14,188 $15,586 $12,337 $4,273 $4,462 $12,660 $9,342 $9,915 $6,931 $4,078 $7,874 $4,685 $3,335 $2,884 $2,391 $5,264 $1,505 $3,596 $458 $1
Slide 13: Customer Unit Economics
Customer Unit Economics Average 1st Transaction1 New Customer Day Count to Second Purchase Avg. Revenue $100 Gross Profit (57%) Less: CAC 57 (125) 47% of new customers convert into repeat customers Less: Variable Pharmacy & Shipping Labor Costs Net Loss (5) $(73) 59% of repeat customers make a secon
Slide 14: Predictable Customer Revenues
Predictable Customer Revenues Customer Lifetime Revenue by Quarter (US$/Customer) $555 71,000 New Customers in Q2 2026 ↑42% Compounded Quarterly Growth $100 Rate for New Customers (Q1 2024 – Q2 2026) 1 2 3 4 5 6 7 8 9 10 Quarters Since First Purchase The LTR of $555 reflects the Q1‘24 cohort of cust
Slide 15: The TelyRx Marketing Plans & Strategies
The TelyRx Marketing Plans & Strategies Our Brand Promise Improved Access Cost Transparency Convenience Trust 15
Slide 16: Marketing Efficiency: Revenue Tracks to Traffic Growth
Marketing Efficiency: Revenue Tracks to Traffic Growth Revenue (US$ Millions) Website Sessions (# Millions) Website sessions $22.7 growing nearly 20x from 0.3M to 6.8M quarterly $19.4 (Q1‘24 to Q2‘26) 6.8 In-house marketing $14.3 advantage: $12.3 Direct control over 6.1 campaigns and faster $9.3* op
Slide 17: Growing rapidly with focus on profitability
Growing rapidly with focus on profitability Financials YE Dec. 31 Q2 2026 Q2 2025 2025 2024 (US$ in millions) Revenue $22.7 $9.3 $42.9 $9.5 Y/Y Growth 143% -- 352% -- Gross Profit $13.0 $5.1 $23.3 $3.5 ▪ Revenue visibility through high customer Gross Profit % 57% 54% 54% 37% retention rate Operating
Slide 18: Competitive Landscape
Competive Landscape D2C Telehealth + Integrated Pharmacy Pharmacy & Fulfillment Telehealth Broad Offering Lifestyle Focused Digital Couriers Mail Order ✓ Cash pay focused • Cash pay focused, primarily • Requires customers to • Requires customers to • Provides consultation & ✓ Front end telehealth pl
Slide 19: Deeply Experienced & Dynamic Team
Deeply Experienced & Dynamic Team Big 4 financial controls $3.3B+ in exits E-commerce & DTC expertise Digital-first DNA Healthcare regulatory depth Vanessa Slowey John Cascio Peter Lloyd Rafael Jose Adam Gardner, Chief Executive CPA Chief Revenue Chief Digital PharmD Brand & customer acquisition at
Slide 20: Everyone needs medication. TelyRx delivers convenience.
Everyone needs Unmatched True Vertical medication. Breadth: 450+ Medications Integration TelyRx delivers convenience. Access to Cash-pay Our Proprietary Simplicity & Physician Stark Law Network Competitive Moat Zero Insurance Frictionless, Complexity Predictable, Fast Delivery 20
Slide 21: Risk Factors
Risk Factors There are a number of risk factors that could impact the Company’s ability to successfully execute its key strategies and may materially affect future events, performance or results. The risks and uncertainties described herein are not the only ones the Company may face. Additional risk
Slide 22: TSX: TELY | OTCQX: TELYF
TSX: TELY | OTCQX: TELYF 22