TelyRx Holdings (TELY) Investor presentation summary

Business model and market positioning

• Provides direct-to-consumer, cash-pay access to over 450 generic and branded medications, eliminating insurance complexity and offering rapid, frictionless delivery across 48 states and territories.

• Operates a vertically integrated platform, including proprietary physician network, prescription dispensing, and logistics, enabled by regulatory advantages under Stark Law.

• Targets the fast-growing $98B cash-pay prescription market, which has grown at a 40% CAGR, as traditional pharmacies face regulatory barriers to vertical integration.

• Focuses on high-use, low-risk medications with diversified sales and no single product concentration; top 10 products account for 31% of revenue.

Operations and scalability

• Two licensed pharmacies in Texas and Florida serve approximately 97% of the U.S. population, with a monthly shipping capacity of 250,000 prescriptions and 99% on-time fulfillment.

• Distribution centers are strategically located near major airports to optimize logistics and reduce costs.

• Not currently serving North Carolina and Arkansas.

Customer experience and value proposition

• Streamlines the prescription process: customers select medication online, providers prescribe, and orders are delivered within hours to the doorstep, bypassing traditional delays and insurance paperwork.

• No insurance required, no memberships, and transparent pricing with a $22 physician review fee; free shipping on orders over $100.

• 47% of new customers convert to repeat customers, with 59% making a second purchase within 30 days; average order value is $110.