Adheris Health (AHE) Investor presentation summary

Operating model and cost discipline

• Implemented a substantial cost reduction program and launched a new tech platform to improve scalability and profitability, with full benefits expected by Q4 FY26.

• Labor costs are being normalized, targeting over 30% OPEX reduction from FY25 to FY27.

• Leadership compensation is now more performance-based, emphasizing equity upside.

• Internal AI-powered productivity tools are being piloted to drive faster execution and higher output per FTE.

Commercial realignment

• Commercial focus is shifting away from vaccines due to declining volume and revenue, now representing a smaller portion of the mix.

• Growth efforts are concentrated on high-potential categories such as immunology, respiratory, diabetes, and GLP-1/obesity.

• Business development is being refocused toward higher-margin solutions like THRIV and digital messaging.

Solidifying relationships

• Momentum is being rebuilt with pharma and pharmacy partners, including re-engagement with previously lost brands and $25M in win-back opportunities.

• Seven new brands were added last quarter, and the digital network is expected to grow patient reach by over 40% in H2 FY26.

• Channel expansion includes onboarding new regional and national pharmacy chains and expanding in-pharmacy and digital capabilities.