ATLANTA, Aug. 28, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against LifeMD, Inc. (“LifeMD” or the “Company”) (NASDAQ: LFMD). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information, including allegations that: (1) Defendants materially overstated LifeMD’s competitive position and (2) Defendants were reckless in raising LifeMD’s 2025 guidance, considering that they had not properly accounted ...

诉讼背景 - 证券欺诈集体诉讼案件Johnston诉LifeMD公司案已提交 案件编号1:25-cv-04761 寻求代表在2025年5月7日至8月5日期间购买或获得LifeMD证券的投资者 [1] - 诉讼源于公司公布令人失望的2025年第二季度财务业绩并下调三个月前刚刚提升的业绩指引 [1] 财务表现 - 2025年5月6日公司报告第一季度业绩时 将全年营收和调整后EBITDA指引上调 [3] - 2025年8月5日公布第二季度业绩时 低于GAAP每股收益和营收共识预期 [5] - 将2025年5月给出的营收指引下限和上限分别下调约6.7%和7.3% [5] - 将调整后EBITDA指引下限和上限分别下调约13%和12% [5] 业务运营问题 - 公司声称在虚拟肥胖护理领域建立了"定义类别的竞争护城河" RexMD品牌表现异常出色 收入和活跃患者数量持续增长 [4] - 实际上面临高于预期的退款率 原因包括患者缺乏药物保险覆盖或无法承担品牌疗法自费费用 [6] - RexMD业务遭遇挑战 主要由于高度竞争的ED市场中客户获取成本暂时升高 [6] 市场反应 - 2025年8月6日LifeMD股价暴跌5.31美元 跌幅达44% [6] 指控内容 - 诉讼指控公司在2025年5月6日作出虚假和误导性陈述 未向投资者披露关键信息 [4] - 具体指控包括： materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive 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position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its competitive position materially overstated its极竞争地位 以及(2)在提升2025年指引时存在鲁莽行为 因其未考虑RexMD部门不断上升的客户获取成本以及与销售肥胖治疗药物相关的成本 [4] - 内部人士在诉讼期间出售了大量公司股票 [4] 调查进展 - 全国股东权益公司Hagens Berman已展开调查 以确定公司是否违反证券法 [2] - 调查重点为公司在2025年5月6日作出指引时是否鲁莽 当时体重管理业务正经历较高退款率 RexMD正经历客户获取成本升高 [7]

公司运营与财务表现 - 公司2025年第二季度客户获取成本显著上升 在RexMD平台上的新客户获取支出较第一季度增加5%至25% [3] - 公司当季业务重心发生巨大转型 从男性健康领域转向体重管理领域 导致对RexMD平台的客户获取成本管理失控 [3] - 受成本上升及业务转型影响 公司股价单日暴跌5.31美元 跌幅达44.84% 收盘价报6.53美元 [4] 法律调查事件 - 律师事务所Pomerantz LLP正就公司涉嫌证券欺诈或其他非法商业行为展开调查 调查对象包括公司及部分高管[1] - 该律所在证券集体诉讼领域具有85年专业经验 曾在多起案件中为投资者追回数百万美元损失 [5]

公司业绩表现 - LifeMD远程医疗平台持续录得强劲增长但2025财年第二季度出现双重未达预期导致投资者下调先前增长预期[1] 市场观点 - 股票市场作为强大机制长期累计日常价格波动可能产生巨大财富创造或毁灭效应[1] - Pacifica Yield投资策略专注于被低估高增长公司、高股息标的、REITs及绿色能源企业以实现长期财富创造[1]

公司调查事件 - 罗森律师事务所宣布对LifeMD公司可能存在的证券索赔进行调查 因公司被指控向投资者发布 materially misleading business information [1] - 调查涉及LifeMD在2025年第二季度财报中下调营收指引 从原先的2.68亿至2.75亿美元修正为2.5亿至2.55亿美元 [3] - 消息公布后 LifeMD股价单日暴跌44.8% [3] 法律行动进展 - 罗森律师事务所正在筹备集体诉讼 投资者可通过 contingency fee arrangement 参与索赔而无需预付费用 [2] - 该律所在证券集体诉讼领域具有显著业绩 2017年曾创下针对中国公司的最大规模和解记录 2019年累计为投资者追回4.38亿美元 [4] 财务数据变动 - LifeMD将2025年Q2营收预期下调1800万至2500万美元 降幅达6.7%-9.3% [3] - 营收指引下调直接导致公司市值单日蒸发近半 [3] 律所专业资质 - 罗森律所连续多年被ISS Securities Class Action Services评为行业前四 2017年证券集体诉讼和解数量排名第一 [4] - 创始合伙人Laurence Rosen被Law360评为2020年原告律师界泰斗 多名律师获Lawdragon和Super Lawyers认证 [4]

Investors can contact the law firm at no cost to learn more about recovering their losses Following this announcement, LifeMD's stock price declined sharply, falling 44.8% on August 6, 2025. LOS ANGELES, Aug. 14, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises LifeMD, Inc. ("LifeMD" or "the Company") (NASDAQ: LFMD) investors that the firm has initiated an investigation into possible securities fraud and may file a class action on behalf of investors. LifeMD investors that lost money on their investmen ...

公司财务表现 - LifeMD公司公布2025年第二季度财务业绩 将总营收预期从原先的2.68亿至2.75亿美元下调至2.50亿至2.55亿美元范围[3] - 公司下调营收指引后 股价在2025年8月6日单日暴跌44.8%[3] 法律调查事件 - Rosen Law Firm宣布对LifeMD公司可能向投资者发布重大误导性商业信息的指控展开证券索赔调查[1] - 该律所正在筹备集体诉讼 旨在为投资者追回损失 投资者可通过 contingency fee arrangement 参与无需支付自付费用[2] 律所背景信息 - Rosen Law Firm专注于证券集体诉讼和股东派生诉讼 2017年曾因证券集体诉讼和解数量被ISS Securities Class Action Services排名第一[4] - 该律所自2013年起每年排名保持前四 2019年单独为投资者追回4.38亿美元 累计追回金额达数亿美元[4] - 创始合伙人Laurence Rosen于2020年被law360评为原告律师界泰斗 多名律师获得Lawdragon和Super Lawyers认可[4]

核心财务表现 - 第二季度GAAP收入6220万美元 同比增长23%但低于市场共识410万美元 [1] - GAAP每股收益亏损006美元 低于分析师预期00517美元 [1] - 调整后EBITDA达710万美元 同比增长223% [2] - 运营现金流超过800万美元 期末现金余额3620万美元且已全额偿还高级债务 [8] 业务板块表现 - 远程医疗收入4860万美元 同比增长30% 占整体收入主导地位 [2][5] - 远程医疗调整后EBITDA 340万美元 同比激增580% [2][6] - WorkSimpli软件收入微增3% 但主动订阅用户下降6% 战略转向高价值客户 [7] - 总活跃远程医疗订阅用户达297万 同比增长16% [5] 战略发展举措 - 推出全国性行为健康服务 提供同步和异步心理健康护理 [11] - 通过收购扩展虚拟女性健康项目 包含VIP礼宾服务和保险支持选项 [11] - 与LillyDirect和NovoCare建立减肥药物合作 帮助患者获取Wegovy和Zepbound等品牌疗法 [13] - 升级LifeMD+会员计划 整合远程医疗、药房、实验室和健康服务 [11] 运营指标变化 - 毛利率从去年同期的90%下降至88% 主要由于收入结构变化 [8][12] - 销售和营销费用增加 但一般行政支出同比缩减 [12] - GAAP净亏损从770万美元改善至290万美元 [12] 未来业绩指引 - 下调全年收入指引至25-255亿美元 远程医疗收入指引降至195-2亿美元 [15] - 全年调整后EBITDA预期调整为2700-2900万美元 [15] - 第三季度收入预期6100-6300万美元 其中远程医疗贡献4800-5000万美元 [16] - 新推出的垂直领域和药物合作在年内不会带来重大一次性收入贡献 [16]

公司业绩表现 - 公司第二季度每股亏损0.06美元，低于Zacks一致预期的亏损0.02美元，但与去年同期的每股亏损0.19美元相比有所改善 [1] - 本季度营收为6222万美元，低于Zacks一致预期的6.02%，但高于去年同期的5066万美元 [2] - 过去四个季度中，公司有两次超过每股收益预期，两次超过营收预期 [2] - 公司股价年初至今上涨149.5%，远超标普500指数7.6%的涨幅 [3] 未来展望 - 公司当前Zacks评级为3(持有)，预计近期表现将与市场持平 [6] - 下一季度共识预期每股收益0.01美元，营收6750万美元；当前财年共识预期每股收益0.04美元，营收2.6815亿美元 [7] - 管理层在财报电话会议中的评论将影响股价短期走势 [3] 行业情况 - 医疗服务业目前在Zacks行业排名中位列前35% [8] - 同行业公司Sotera Health预计第二季度每股收益0.17美元，同比下降10.5%，营收预计为2.7608亿美元，同比下降0.2% [9][10]

财务数据和关键指标变化 - 第二季度总收入同比增长23%至6220万美元 其中远程医疗收入增长30%至4860万美元 [17] - 调整后EBITDA大幅增长560%至340万美元 WorkSimply业务调整后EBITDA增长119%至370万美元 [17] - 活跃订阅用户数同比增长16%至29 7万 WorkSimply活跃用户数下降6%至14 9万 [17] - 毛利率为88% 同比下降200个基点 主要由于医生成本分配比例上升 [17] - GAAP净亏损收窄至290万美元(每股亏损0 06美元) 去年同期为净亏损770万美元(每股亏损0 19美元) [18] - 公司现金余额为3620万美元 并在季度后全额偿还了高级风险债务 [19] 各条业务线数据和关键指标变化 远程医疗业务 - 体重管理项目每日新增患者超过400人 但退款率高于预期 [6][17] - 正在扩大口服仿制药和利拉鲁肽等治疗选择 [8] - 患者满意度评分高达4 91分(满分5分) [22] RexMD业务 - 第二季度面临客户获取成本(CAC)暂时上升的挑战 主要由于ED市场竞争加剧 [9] - 已调整营销策略 第三季度初数据显示CAC已回归正常水平 [9][35] - 正在拓展激素替代疗法 个性化ED和脱发治疗等新领域 [10] WorkSimply业务 - 独立调整后EBITDA达370万美元 [5][17] - 专注于获取高终身价值(LTV)客户 导致活跃用户数下降6% [17] 新业务拓展 - 行为健康服务已在全国推出 针对焦虑和抑郁症患者 [10] - 女性健康项目预计第三季度末推出 瞄准更年期和骨质疏松治疗 [11][12] - LifeMD+会员计划每日新增约50名用户 [15] 公司战略和发展方向 - 五大战略重点：1)扩大体重管理项目 2)恢复RexMD两位数增长 3)拓展行为健康和女性健康 4)发展LifeMD+会员服务 5)推进企业合作 [5] - 正在将AI技术深度整合到运营中 提升效率和患者体验 [14] - 预计到年底75%的新体重管理患者将使用保险覆盖或可负担的GLP-1疗法 [48] - 计划将Medicare服务扩展到49个州 [52] 管理层评论 - 认为体重管理业务短期面临挑战但长期机会巨大 [7] - 对RexMD长期增长轨迹保持信心 [10][21] - 预计行为健康和女性健康业务将在2026年贡献业绩 [11][13] - 下调2025年收入指引至2 5-2 55亿美元(原2 68-2 75亿) 主要由于RexMD业务影响 [19] 问答环节 保险业务 - 目前已与40个州的100多个保险计划合作 覆盖近8000万患者 [26] - 保险覆盖患者的单位经济效益优于现金支付患者 [27] RexMD业务 - 客户获取成本在季度中曾上涨15-25% [34] - 已通过调整营销策略使业务恢复到历史水平的85-90% [43] 体重管理业务 - 退款率高主要由于患者无法负担品牌药物费用 [58] - 体重管理用户约占活跃用户总数的30-35% [64] - 12个月用户留存率约为三分之一 [66] 新产品 - 行为健康服务处于早期测试阶段 尚未规模化 [51] - LifeMD+会员计划将平衡增长与盈利能力 [45] 竞争差异化 - 整合医疗和药房福利的能力是核心优势 [69] - 提供同步和异步护理的混合模式具有独特性 [69]