DocGo (DCGO) investor relations material

Industry trends and innovation

• Home-based care and mobile health are rapidly evolving, driven by new legislation and Medicaid changes, with a focus on reaching underserved and rural populations.

• Mobile health leverages logistics platforms to engage high-utilizing, unengaged patients, closing care gaps and providing primary care at home.

• Services include diabetic retinal exams, bone density screenings, wellness visits, and vaccinations, addressing critical needs not met by telehealth alone.

• Expansion is focused on the New York tri-state area and California, with plans to aggressively grow into new markets.

• Value-based care and population health management are central, aiming to keep patients healthy at home and reduce hospital readmissions.

Technology and operational strategy

• Proprietary tech stack integrates with EHR systems like Epic, enabling seamless ordering of transportation and mobile health services from patient charts.

• The platform coordinates the right clinician, vehicle, and licensure for each patient, optimizing hospital bed management and patient flow.

• Licensed practical nurses and medical assistants are deployed for home visits, directed remotely by advanced practice providers.

• The tech stack and logistics infrastructure provide a competitive edge, especially in scaling and integrating new acquisitions.

Revenue, growth, and market expansion

• Recurring revenue is driven by long-term contracts (3–5 years) with hospital systems and payers, with high customer retention.

• Transition from episodic crisis response to evergreen, population health contracts with payers and municipalities.

• Active expansion into new states is guided by anchor customers, with plans to enter about six new states in the coming year.

• The RFP process has broadened from municipal to hospital and payer clients, with over 35 proposals to payers and 100+ to providers.