OptimizeRx (OPRX) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
12 Nov, 2026Platform and market position
Connects life sciences, HCPs and patients across a network of 2M+ HCPs, 240M+ patients, 300+ EHRs and ~400 brands; reaches top 20 pharma.
~130 employees across the U.S. and Croatia; average revenue per FTE of $750K.
DAAP delivers predictive, privacy-safe targeting across clinical and personal channels; typical deals range from $0.5M to $1.5M.
Programmatic expansion targets access to ~90% of U.S. digital display spend, including authenticated EHR inventory via direct DSP integration; pharma digital ad market cited at $19B+.
Commercial impact and market opportunity
Rare disease five-month program: 16% of exposed HCPs wrote brand prescriptions, 50 new high-value scripts and 9% demand lift per exposed HCP.
Oncology three-month pilot: EHR plus social delivered 33% script lift, 44% more physicians reached, 142% greater script impact than single-tactic execution and 1K+ incremental scripts.
Supports ~350 brands and covers 45% of the top 200; existing-brand opportunity estimated at $2B-$3B, with ~10% DAAP penetration.
U.S. pharma digital ad spend chart shows growth from $15.0B in 2022 to $21.6B in 2026.
Financial performance and outlook
Q2 2026 revenue was $20.5M, GAAP net loss was $0.7M and adjusted EBITDA was $4.9M.
FY2026 guidance: revenue of $95M-$100M and adjusted EBITDA of $21M-$25M.
Revenue grew at a 39% CAGR from 2011 to 2025.
At June 30, 2026, cash and cash equivalents, including short-term investments, were $24.1M; total debt was $19.0M.
Latest events from OptimizeRx
- Revenue guidance fell as Q3 EBITDA rose and early 2027 bookings improved.OPRX
Q3 2026 - Q2 revenue and EBITDA beat expectations; guidance reaffirmed amid margin gains and industry headwinds.OPRX
Q2 2026 - AI-powered healthcare platform drives pharma engagement and revenue growth.OPRX
Corporate presentation - Directors elected, executive pay and equity plan increase approved, evergreen provision rejected.OPRX
AGM 2026 - AI-powered point-of-care platform drives pharma ROI and growth through EHR integration and DSPs.OPRX
46th Annual William Blair Growth Stock Conference - Proposal seeks a five-year evergreen equity plan amendment with strong governance and oversight.OPRX
Proxy filing - Q1 2026 revenue fell 10%, but profitability improved and guidance remains strong.OPRX
Q1 2026 - Record 2025 growth, margin expansion, and $10M buyback set a strong but cautious 2026 outlook.OPRX
Q4 2025 - Q2 2024 revenue up 36% to $18.8M, gross margin 62.2%, and strong DAAP momentum.OPRX
Q2 2024