Rocket Doctor AI (AIDR) Life Sciences Virtual Investor Forum summary

Platform and clinical model

• Physician-built infrastructure combines AI tools, virtual care, payer access and patient demand; APIs support integration with other systems.

• AI Nurse, Clinbot, RD Connect and RD EMR support intake, triage, charting, visits and follow-ups, with tools designed to support rather than replace providers.

• Global Library of Medicine development began in 2016, with 25,000+ clinician input hours and ~10,000 expert reviews; it covers 1,000+ diseases and 17,000+ symptoms.

• Clinical software uses patient context and responses to guide real-time questions and generate differential diagnoses; medical schools use it for paid OSCE exam training.

• Technology targets administrative burden, diagnostic error and avoidable emergency visits; cited estimates include U.S. healthcare costs of ~$5T and administration consuming 40%–50% of clinicians’ time.

Market access and traction

• Canadian operations span B.C., Alberta, Ontario and the Maritimes, with 750,000+ patients served and 350+ doctors or physicians on the platform.

• U.S. operations span California, Maryland and New York, with 21M+ in-network patients; presented counts were 8,126,637 in CA, 3,180,599 in MD and 9,875,993 in NY.

• U.S. payer access includes Medicaid, Medicare, Humana, Anthem and other insurers; expansion pipeline includes Florida, Texas and other states.

• Jan. 2026 California insurer contract added access to 175,000 members; Apr. 2026 Maryland agreement with a state entity of a national insurer added ~2M members.

• Partnerships include Melanoma Canada, Lethbridge County, Georgian Bay General Hospital and pharmacies; a virtual emergency-room program diverted over 97% of participating patients from hospital visits.

U.S. expansion and operating moat

• Payer, provider, credentialing and revenue operations infrastructure was built over 3.5 years; presentation estimates competitors need 18–24+ months to replicate key capabilities.

• The presentation estimates 2.5+ years to establish a U.S. physician group, including 8–15+ months for payer setup and 3–6 months for physician credentialing.

• U.S. capacity included 16 clinically active MDs and 46 credentialing or awaiting payer approval, with pending capacity shown at 3x.

• U.S. payer channels include Medicaid managed care, Medicare Advantage, employer and commercial plans, plus out-of-network care; each payer can unlock 1–2M+ covered lives.

• Out-of-network visits are positioned to build near-term volume, demonstrate demand to payers and support future contracting.