Lifemd, Inc. · NASDAQ:LFMD
Lifemd — Investor Presentation (January 2022)
25 slides from Lifemd's investor presentation, Jan 19, 2022
Slide 1: LifeMD Corporate Presentation January 2022
LifeMD Corporate Presentation January 2022
Slide 2: Important Cautions Regarding Forward-Looking Statements
Important Cautions Regarding Forward-Looking Statements This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended; Section 21E of the Securities Exchange Act of 1934, as amended; and the safe harbor provision of the U.S. Private
Slide 3: Business Overview
Business Overview
Slide 4: A rapidly growing direct-to-patient telehealth company
A rapidly growing direci-to-patient telehealth company leveraging deep aA expertise in medicine, technology and anytimeyanywher marketing to make healthcare more accessible, affordable and convenient ‘VI 50 State Digital g@ Nationwide Pharmacy Provider Network g 427K+ Patients © Diversified & Growin
Slide 5: A Differentiated Approach to Telehealth
A Differentiated Approach We. to Telehealth Vo Diversified Condition-Specific Deep Experience in Direct- =z Care Strategy Se Response Marketing Enables smarter acquisition through Relentless focus on optimizing focused treatment offerings and marketing spend, analytics and precision targeting maximi
Slide 6: LifeMD's Direct-to-Patient Healthcare Experience
LifeMD’s Direct-to-Patient Healthcare Experience Brand Discovery Patient views an online or offline advertisement and visits our telehealth website. 1D tke comment e@ LifeMo,<com Personae hgh-quclly core, fom the comlortof your home. See your pt anytime, anywhere, with the - Diagnosis/Screening Virt
Slide 7: An End-to-End Telehealth Technology Platform
An End-to-End Telehealth Technology Platform A platform designed to accommodate a diverse portfolio of DTC telehealth offerings and primary care. Built to handle 50 state daily consult volume at scale without sacrificing quality of care or timely service. A mobile-first primary care platform enhance
Slide 8: LifeMD Simplifies Healthcare by Empowering Healthcare Providers & Patients
LifeMD Simplifies Healthcare by Empowering Healthcare Providers & Patients LifeMD’ Proprietary Technology Platform Empowers patients with immediacy, accessibility, and affordability. Empowers doctors with agency, conveniency, and compliancy. Condition-Specific 6 Care \ ® Primary Care © Prophylactic
Slide 9: Our Brands
Our Brands
Slide 10: Our Brands Address Large Underserved Markets
Our Brands Address Large Underserved Markets Percentage of consumers who would like 75% a wellness visit or physical to be able to happen at home. Percentage of patients who prefer virtual 70% visits over an in-person appointment to save time. , 2020; SPH Analytics, 2021 2018; Medgadget, 2019; Marke
Slide 11: RexMD direct-to-patient telehealth brand for men
R=x { RexMD™ is a direct-to-patient telehealth brand that offers virtual healthcare for men nationwide. RexMD offers prescription medications and over-the-counter treatments for Erectile Dysfunction, Premature Ejaculation, Hair Loss, Insomnia, Testosterone Support and more. & = g 4.6 Star Trustpilot
Slide 12: RexMD is the third most popular ePharmacy service
Hims 11% Amazon 29% Capsule 14% RexMD is the third most popular ePharmacy service, following Amazon & Capsule BlueChew 10% ‘Source: Yahoo Omnibus, 2021 Roman 11% The Pill Club 11% ScriptDrop 8%
Slide 13: ShapiroMD
SHAPIRO MD —— HAIR GROWTH EXPERTS —— ShapiroMD® is a direct-to-patient telehealth brand that offers virtual medical treatment for male and female hair loss. ShapiroMD's product portfolio consists of a patented line of OTC products, prescription medications, and an FDA cleared medical device. @ 5 g 4
Slide 14: Cleared provides personalized treatments for allergy, asthma, and immunology
Cleared provides personalized treatments for allergy, asthma, and immunology including in-home tests for both environmental and food allergies, prescriptions 4 for allergies and asthma, and FDA-approved immunotherapies for treating chronic allergies. & = iV} A first-in-class telehealth destination f
Slide 15: Two of the most prevalent chronic conditions
Two of the most prevalent chronic conditions The cost to society of allergy & asthma now exceeds and growing. 75M Americans suffer from allergy or asthma 115 days/ year that the avg allergy sufferer experiences symptoms 24M annual visits to the doctor for allergies orasthma 1in3 U.S. adults suffer $
Slide 16: NavaMD Clinical Skincare
NAVA“ Clinical Skincare NavaMD" is a direct-to-patient telehealth brand that combines teledermatology with a patented line of + clinically studied OTC skincare products. NavaMD offers virtual treatment and prescription medications for Acne, Anti-Aging, and Rosacea. & = g Powered by LifeMD's 50 State
Slide 17: LifeMD primary care
Way = 2 an LifeMD LifeMD is a personalized, subscription-based virtual primary care platform. The LifeMD primary care clinic provides patients 24/7 access to a high-quality provider for their primary care, urgent care, and chronic care needs. g Best-in-class virtual primary care delivered by dedicat
Slide 18: Financials
Financials
Slide 19: Early mover advantage supported by a patient-centric approach
$142M-$148M Early mover advantage supported by a patient-centric approach has enabled incredible growth $93M $142M-$148M 2022 Revenue Forecast 149% $37M YoY Revenue Growth in ‘21 A27K+ —_ 2019A 2020A 2021P 2022E Patients & Customers To-Date ' rt es rt 60% ! 22 of January 1 2022 Guida
Slide 20: Producing strong results on a sequential basis
Producing strong results on a sequential basis $27.4M $24.9M 22.3M Quarterly Revenue § $18.2M $12.9M $11.0M $9.1M s3im s3om 84.3 Q3'19 0419 Q1 ‘20 Q2'20 Q3 ‘20 4 '20 Q1'21 Q2'21 Q3'21 Q4'21E ures a2 of January 19, 2022 Press Release,
Slide 21: Driven by Strong KPIs and Compelling Unit Economics
Driven by Strong KPI’s Unaudited, except Revenue and Gross Margin 2019A 2020A 2021E Revenue (S$ thousands) Product (Telehealth) $9,929 $30,561 $68,200 Software (WorkSimpli) $2,539 $6,733 $24,700 Total Revenue $12,468 $37,294 $92,900 Subscription Revenue as % of Total 45% 69% 93% 1 Gross Margin % 79%
Slide 22: Appendix
Slide 23: Proven Management Team
& = Proven Management Team Leadership Team of Industry Experts with a Track Record of Executing Growth Strategies a“ Justin Schreiber Chief Executive Officer N Dr. Tony Puopolo President, LifeMD Affiliated P.C.'s Alex Mironov President Dennis Wijnker Chief Technology Officer Marc Benathen Chief Fina
Slide 24: WorkSimpli
& = TY Simpli (NS Simp WorkSimpli, operating as WorkSimpli Software, LLC, is a rapidly growing Direct-to-Consumer document services company that is expected to provide LifeMD an ample source of liquidity. * —LifeMD owns 85.6% of WorkSimpli through a strategic investment in June 2018. = Cloud-based S
Slide 25: Contacts
LifeSci Advisors LifeMD Partnerships Eric Herman investors@lifemd.com partnering@lifemd.com eherman@kivvit.com LifeMD’