Jan. 14 at 7:16 PM
$LFMD FWIW Gemini answers a couple questions
https://gemini.google.com/share/fe851ce91827
snippet of answer:
Here is why that specific "Hard Data" from Q4 2025 matters so much to the big players at the JPM Conference right now:
1. The "Compounding" Wound
Throughout 2025, LifeMD and its competitors (like Hims & Hers) relied heavily on compounded GLP-1s. In late 2025, the market became a "race to the bottom" on price, which crushed profit margins.
The Question: Did LifeMD’s margins stop shrinking in Q4, or were they still bleeding cash right before the pill launch?
Why it matters: If Q4 shows that their cost to acquire a customer (CAC) was sky-high and their profit per customer was tiny, investors will fear that the
$149 Wegovy pill—while "cool"—might actually lose the company money on every sale.
