Financial PerformanceLifeMD shares appear inexpensive at approximately 5x the forecasted EBITDA for 2026 including full 'Weight Management' subscription revenue tied to compounded GLP-1 drugs.
Growth PotentialManagement reiterated high growth expectations over the next few years from newer programs ex-weight management, such as women's health and a new mail-order pharmacy.
Market DemandThe massive market demand for lower cost solutions for GLP-1s or compounded versions for them is high, benefiting both LifeMD and Hims.