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Omada Health (OMDA) investor relations material
Omada Health Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business model and service overview
Focuses on persistent, longitudinal care for chronic diseases, offering between-visit care to improve outcomes and reduce costs.
Charges a monthly membership fee to employers and health plans, aligning incentives with clients.
Offers a suite of services covering prediabetes, obesity, diabetes, hypertension, and MSK, with the ability to add new care tracks.
GLP-1 prescribing track and operational impact
Launched a GLP-1 prescribing track to support weight loss and medication optimization, aiming to improve outcomes and cost efficiency.
Enables employers to manage medication diversity and costs through clinically responsible optimization.
Prescribing capability is an add-on, increasing client fees and designed to be accretive to revenue and margins.
Prescription costs are not included in revenue; only branded medications are prescribed.
Growth, investment, and AI strategy
2026 is positioned as an investment year to support new capabilities and AI development, balancing growth and profitability.
Long-term target is 20%+ operating margins, with a focus on leveraging business strengths and market position.
AI investments, such as OmadaSpark and Meal Map, drive engagement, retention, and operational efficiency.
AI is used to enhance both member experience and care team efficiency, supporting revenue and margin growth.
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