Custom Health (CHLT) Investor presentation summary

Corporate overview and business model

• Provides integrated medication management at home, combining pharmacy, in-home technology, and pharmacist-led care for continuous therapy visibility and intervention.

• Proprietary platform (AdhereNet®, spencer, PatchCap) enables 98% medication adherence, 42% reduction in unnecessary drugs, and 27% lower opioid use.

• Scalable growth through organic expansion and disciplined M&A, with four acquisitions in 16 months and a pipeline of 70+ pharmacies.

• Double-stacked revenue model: pharmacy revenue ($4,000–6,900 per patient) and tech-enabled clinical revenue ($960–1,800 per patient).

• Expected to exceed US$130M annualized revenue run-rate by year-end 2026 after closing two major acquisitions.

Technology and clinical impact

• AdhereNet® platform supports continuous learning, analyzing real-world data to inform clinical workflows and improve outcomes.

• Delivers ~75,000 daily health insights from 15,000 LTC and 3,750 home patients, supporting timely clinical interventions.

• Achieves 91% patient response rate and monitored 7.6M doses in 2024, with proactive pharmacist outreach and integration with in-home devices.

• Demonstrated 42% reduction in unnecessary drugs and 27% reduction in opioid utilization in real-world programs.

Growth strategy and acquisitions

• Defined M&A playbook targets network and independent pharmacies in priority markets, focusing on integration and post-acquisition value.

• Recent acquisitions: Evergreen Pharmacy (expanding specialty scale, $78.8M 2025 revenue) and Spencer Health Solutions (in-house technology, smart dispenser).

• Four pharmacy acquisitions completed in 16 months, with a repeatable integration model and 90% revenue growth post-acquisition.