Prenetics Global (PRE) Sidoti's Year End Virtual Investor Conference summary

Business overview and growth trajectory

• Transitioned from diagnostics to consumer healthcare, projecting $90–$100 million revenue in 2025 and $180–$200 million in 2026, driven by IM8.

• IM8 achieved $100 million ARR in 11 months, with monthly revenue rising from $600,000 to $10 million in under a year.

• IM8 is sold in 41 countries, with 80% subscription rate and a 3.9-month payback period.

• Asset base includes $70 million cash, 510 BTC, and a $70 million stake in Insighta, totaling $560 million net asset value.

• Divesting legacy units to focus on IM8, aiming for $350–$400 million IM8 revenue by 2027.

Product strategy and differentiation

• IM8, co-founded with David Beckham, is a premium supplement formulated by leading scientists.

• Hero product replaces 16 supplements in a single powdered drink, simplifying daily routines.

• New product launches planned at 2–3 SKUs per year, each NSF Certified for Sport and third-party tested.

• Average order value increased from $110 to $145 after launching a longevity product.

• Focus on quality and transparency, publishing all testing results and manufacturing details online.

Marketing, brand, and community

• High-profile ambassadors include David Beckham and Aryna Sabalenka, who actively use and endorse IM8.

• Over 10,000 five-star reviews and 12 million servings delivered in 11 months.

• Viral marketing success with 233 million video views in four weeks.

• Regular global community events to build brand loyalty and visibility.

• Brand awareness is high, with strong traction in the supplement space.