Lifemd, Inc. · NASDAQ:LFMD
Lifemd — Conversion Labs — Investor Presentation (February 2021)
25 slides from Lifemd's investor presentation, Feb 2, 2021
Slide 1: Radically Changing Healthcare with State-of-the-Art Direct-to-Consumer Telemedicine
CONVERSIONLABS Radically Changing Healthcare with State-of-the-Art Direct-to-Consumer Telemedicine
Slide 2: Important Cautions Regarding Forward-Looking Statements
CONVERSIONLABS Important Cautions Regarding Forward-Looking Statements Nasbaaievis Statements in this presentation that are not descriptions of historical facts are forward-looking statements relating to future events, and as such all forward- looking statements are made pursuant to the Securities L
Slide 3: Conversion Labs At a Glance
. CONVERSIONLABS Conversion Labs At a Glance WaSDAG:CVLA Disruptive DTC Technology Platform with Premier Brands Radically Changing Healthcare ev} $38M 205% 525% 2020P Revenue’ 2020P Revenue Growth’ 2020P Growth in Annual Recurring Revenue? $600B+ 250,000+ 50 State Near-Term Total Patients & Customer
Slide 4: Who We Are
CONVERSIONLABS NASDAQ:CVLB Who We Are = Conversion Labs is a leader in direct-to-patient telehealth. = We provide a seamless, end-to-end virtual healthcare solution to patients across all 50 states. = Full range of subscription-based proprietary telehealth products & services: = Rex MD™ - telemedici
Slide 5: Corporate Highlights
CONVERSIONLABS Corporate Highlights Emerging Leader in DTC Healthcare Consumer Brands Delivered via Telemedicine Massive, largely unpenetrated $600 billion total addressable market with strong industry tailwinds. Expanding portfolio of leading direct-to-consumer healthcare brands. Highly scalable, p
Slide 6: Large Market Opportunity: Retail Prescription Drug Market
70% Retail Prescription Drug Market 70% of retail prescription drug market will be online by 2023 — a $200B economic shift over 5 years’ 41) Alliance Bemstein - Sept. 2018 2) Forrester report, April 10, 2020 3). Global Market Insights seport, April 2020 Large Market Opportunity Massive Industry Shif
Slide 7: Multiple Sector Tailwinds Fueling Rapid Growth
Multiple Sector Tailwinds Fueling Rapid Growth CONVERSIONLABS NASDAQ:CVLB Market & Regulatory Changes Have Propelled Telemedicine & DTC Online Pharmacy to New Heights Market Trend Rise of Consumerism in U.S. healthcare Technology Disruption of U.S. healthcare COVID Expediting Telehealth Adoption by
Slide 8: Veritas MD: Scalable & Proprietary Digital Health Platform
CONVERSIONLABS Veritas MD™ Naspaa:cvia Scalable & Proprietary Digital Health Platform = Veritas MD is a vertically integrated, cloud-based technology platform. VERITAS MD = Enables fluid connectivity between patient, physician and TECHNOLO CY INTEGRATION pharmacy across all 50 states. PHARMACY = Des
Slide 9: Conversion Labs Patient Journey
. . CONVERSIONLABS Conversion Labs Patient Journey NASDAg.cvLB Seamless Virtual Patient Experience, from Customer Acquisition to Consultation and Rx Delivery 1 - Patient Acquisition Patient / customer views online ad, visits our website, completes medical intake form or purchases 7- Follow Up Rx ref
Slide 10: Strong Financial Performance
CONVERSIONLABS NASDAQ:CVLB Strong Financial Performance Customer Base & Recurring Revenue from Subscriptions Continues to Scale Annual Revenue Growth $60.7M 114% $60.7M Annualized Net Revenue CAGR Revenue Run-Rate 2018 - 2020P? & Growing! $26M 250,000+ Annual Recurring Patients Revenue (ARR), up Nat
Slide 11: Expanding Catalogue of Direct-to-Consumer Brands
CONVERSIONLABS Expanding Catalogue of Direct-to-Consumer Brands NASDAQCVLB Diversified Portfolio of Innovative, High-growth DTC Brands in Large & Attractive Markets Current Brand Portfolio Near Term Laun Shapiro MD™ Rex MD™ Nava MD™ Telemedicine brand for male and Telemedicine brand for men, Teleder
Slide 12: Shapiro MD
CONVERSIONLABS NASDAQ:CVLB Shapiro MD™ SHAPIRO Leading hair loss telemedicine brand for men and women. Combines a patented portfolio of OTC and prescription hair loss products with virtual medical treatment in all 50 states. = Developed by distinguished dermatologists, Dr. Steven Shapiro, M.D. and D
Slide 13: Rex MD
Rex MD™ Digital health clinic for men. Initially focused on erectile dysfunction (ED) treatment, Rex MD will soon offer virtual medical treatment for hair loss, skincare, mental health, insomnia, and more. = Launched Dec. 2019 with virtual treatment for erectile dysfunction in 46 states; currently t
Slide 14: Nava MD
Nava MD™ Launching a1 2021 Online skincare and telehealth brand offering teledermatology in all 50 states. = Teledermatology market expected to grow at 24.3% CAGR to $44.9 billion by 2027. = Dermatology offering supported by Restorsea, a recently in-licensed OTC skincare technology platform with $50
Slide 15: Life MD
Life MD™ Launching 1H 2021 Subscription-based primary and concierge care designed to transform all aspects of our patients’ long term healthcare needs. As we say, “It’s like having a doctor in the family, for LIFE.” U.S. primary care market at $260 billion, growing 4% annually. Life MD to offer virt
Slide 16: Proven Management Team
Justin Schreiber Chief Executive Officer ILS | ventures 2@ain|caPraL Gershon Capital Proven Management Team CONVERSIONLABS NASDAQ:CVLB Leadership Team of Industry Experts with a Track Record of Executing Growth Stefan Galluppi Chief Technology Officer IMMUDYNE™ NetTek Strategies and Fostering a Cult
Slide 17: Current & Near-Term Addressable Markets
CONVERSIONLABS Current & Near-Term Addressable Markets Naspaa:cvia Conversion Lab’s current and future end markets are large and underpenetrated Current Near-Term Launches m Herpes & : Compound Primary OTC ED &PE | Hair Loss Cold Sores Cold & Flu Allergies Testosterone Topical Rx Ce Sane Dermatology
Slide 18: Competitive Landscape
7 CONVERSIONL ABS Competitive Landscape Naspaa:cvs DTC Telemedicine & Online Pharmacy Market are in the Early Innings with Only a Handful of Differentiated Competitors Conversion Labs Demonstrates Competitive Differentiation Across Several Key Value Drivers Low Cost Traditional High Value CONVERSION
Slide 19: Key Growth Drivers Capitalize on Early Mover Advantage
CONVERSIONLABS Key Growth Drivers Capitalize on Early Mover Advantage Nasoaaicvis Conversion Labs has Sustainable Growth Opportunities in both Current and Adjacent Markets Current Brands / Products: = Continue to penetrate substantial white-space ahead. = Initiation of Cross-sell capabilities. = Ini
Slide 20: 2020 in Review
2020 in Review Telehealth infrastructure built-out in 2019 was a major growth driver in 2020. Revenue up more than 3x to $38.0M (est.). Launched new teleheath platform, Veritas MD. Introduced new subscription-base revenue model for Rex MD and Shapiro MD. Annual recurring revenue (ARR) generated by s
Slide 21: Conversion Labs Key Takeaways
CONVERSIONL ABS Conversion Labs Key Takeaways Naspaaccvte Fast-growing industry leader in direct-to-patient telehealth. Seamless, end-to-end virtual healthcare solution for patients across all 50 states. Full range of proprietary telehealth brands & telemedicine services. Growing subscriber base con
Slide 22: Contact Us
Contact Us CONVERSIONLABS Company Contact Justin Schreiber President & CEO justin@conversionlabs.com Corey Deutsch Chief Business Officer Cdeutsch@conversionlabs.com Investor & Media Contact Ron Both or Grant Stude CMA Investor Relations investors@conversionlabs.com Tel (949) 432-7566 CONVERSIONLABS
Slide 23: Appendix
CONVERSIONL ABS NASDAQ:CVLB Appendix
Slide 24: PDF Simpli
. , CONVERSIONL ABS PDF Simpli Naspacccvs PDF Simpli is a powerful source of liquidity as well as digital marketing and knowledge capital for Conversion Labs Conversion Labs owns 82.6% of PDF Simpli through a Differentiators & Value Proposition strategic investment in June 2018. > = Convert Anywhere
Slide 25: Management, Board of Directors and Advisors
CONVERSIONL ABS Management, Board of Directors and Advisors NASDAQCVLB Board of Directors Justin Schreiber Chairman John R. Strawn, Jr. Director Roberto Simon Director Dr. Connie Mariano Director Joseph V. Ditrolio, M.D. Director Stefan Galluppi Director Bertrand Velge Director Happy Walters Directo
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