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Omada Health (OMDA) investor relations material
Omada Health Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business model and care approach
Focuses on persistent, longitudinal care for chronic diseases, offering between-visit support for conditions like diabetes, obesity, hypertension, and MSK.
Operates a monthly membership model for employers and health plans, aligning incentives with client outcomes.
Recent IPO and continued member growth highlight strong market performance.
GLP-1 Care Track and prescribing capabilities
Launched a GLP-1 Care Track to support weight loss and medication discontinuation, showing 28% increased weight loss in published data.
Plans to add prescribing capabilities to optimize medication choice and cost for employers, addressing diverse drug types and price points.
Prescribing is offered as an add-on, expected to be accretive to revenue and margin, with pricing details forthcoming.
Prescription costs are not included in revenue; only branded medications are supported.
Financial outlook and operational strategy
2026 is positioned as an investment year to support new capabilities and AI development, balancing growth and profitability.
Long-term target of 20%+ operating margins remains a priority, with ongoing focus on business leverage and market differentiation.
Uses a telehealth partner for prescribing to ensure seamless member experience and rapid national scale.
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