OptimizeRx (OPRX) Registration Filing summary

Company overview and business model

• Operates as a healthcare technology company connecting life sciences brands with patients and healthcare providers through AI-driven digital marketing and communication solutions.

• Expanded capabilities via acquisition of Medicx Health, enabling privacy-centric direct-to-consumer marketing using de-identified claims data and micro-neighborhood targeting.

• Offers omnichannel marketing solutions leveraging machine learning to optimize audience targeting for both healthcare professionals and patients.

• Connects over two million U.S. healthcare providers and millions of patients through a proprietary digital platform.

Financial performance and metrics

• Classified as a "smaller reporting company" under SEC rules, allowing for reduced disclosure obligations and streamlined financial reporting.

Use of proceeds and capital allocation

• Net proceeds from securities sales are intended primarily for working capital and general corporate purposes, with specific uses to be detailed in future prospectus supplements.