DarioHealth (DRIO) Investor presentation summary

Platform and market opportunity

• Integrated AI-powered platform spans 6+ chronic conditions across cardiometabolic, behavioral and musculoskeletal care, with provider-backed clinical interventions.

• Proprietary dataset exceeds 13B clinical data points; AI-driven personalization showed 40% higher member engagement and 20% better retention vs. control.

• Estimated addressable market exceeds $250B in SAM and $1T in TAM.

• Full-suite pricing is $74 per engaged member per month; single-condition vendors are cited at $70–$79 PEMPM.

Clinical outcomes and engagement

• Reported outcomes include 1.4–2.3-point A1C reduction and 58% fewer hyperglycemic events.

• Systolic blood pressure fell 13 mmHg for over 66% of members with baseline Stage 1 hypertension or higher; 76% of members with baseline pain improved, with pain levels down 50%.

• Depression and anxiety symptoms each declined 26%; app rating was 4.8/5 from ~25,000 reviews.

• Average activation was 35% of eligible members, 12-month retention was 75%, and members used an average of 2.4 solutions.

Commercial traction and growth

• Client base exceeds 180, with 25% Fortune 500 customers; Q3 metrics also cited 184 contracts, 5 Fortune 50 customers and ~116M eligible covered lives.

• $13.1M in new contracted and late-stage ARR opportunities, based on management estimates, is expected to contribute to Q4 2026 and 2027 growth.

• ~80% of new wins are multi-condition, while 80% of the pipeline is multi-condition.

• Channel strategy targets health plans, PBMs and TPAs to broaden employer access and support scalable, lower-CAC growth.