LifeMD, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LifeMD, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
LifeMD, Inc. operates as a direct-to-patient telehealth company that connects consumers to healthcare professionals for care across various indications, including concierge care, men's sexual health, dermatology, and others in the United States. The company provides ShapiroMD, a telehealth platform brand that offers access to virtual medical treatment, prescription medications, patented-doctor formulated OTC products, and an FDA approved medical device for male and female hair loss, and female specific topical compounded medications for hair loss; RexMD, a men's telehealth brand that offers virtual medical treatment from licensed providers for a variety of men's health needs; LifeMD Primary Care, a personalized subscription-based virtual primary care platform that provides patients with primary care, urgent care, and chronic care needs, as well as .offers a mobile first platform that incorporates virtual consultations and treatment, prescription medications, diagnostics, and imaging; Cleared, a telehealth brand that provides personalized treatments for allergy, asthma, and immunology; and Nava MD, a female-oriented tele-dermatology and skincare brand that offers virtual medical treatment from dermatologists and other providers. It also offers PDFSimpli, an online software-as-a-service platform that allows users to create, edit, convert, sign, and share PDF documents. LifeMD sells its products directly to consumers and through e-commerce platforms, as well as through third party partner channels. The company was formerly known as Conversion Labs, Inc. and changed its name to LifeMD, Inc. in February 2021. LifeMD, Inc. was founded in 1994 and is headquartered in New York, New York.
LifeMD, Inc. operates as a direct-to-patient telehealth company that connects consumers to healthcare professionals for care across various indications, including concierge care, men's sexual health, dermatology, and others in the United States. The company provides ShapiroMD, a telehealth platform brand that offers access to virtual medical treatment, prescription medications, patented-doctor formulated OTC products, and an FDA approved medical device for male and female hair loss, and female specific topical compounded medications for hair loss; RexMD, a men's telehealth brand that offers virtual medical treatment from licensed providers for a variety of men's health needs; LifeMD Primary Care, a personalized subscription-based virtual primary care platform that provides patients with primary care, urgent care, and chronic care needs, as well as .offers a mobile first platform that incorporates virtual consultations and treatment, prescription medications, diagnostics, and imaging; Cleared, a telehealth brand that provides personalized treatments for allergy, asthma, and immunology; and Nava MD, a female-oriented tele-dermatology and skincare brand that offers virtual medical treatment from dermatologists and other providers. It also offers PDFSimpli, an online software-as-a-service platform that allows users to create, edit, convert, sign, and share PDF documents. LifeMD sells its products directly to consumers and through e-commerce platforms, as well as through third party partner channels. The company was formerly known as Conversion Labs, Inc. and changed its name to LifeMD, Inc. in February 2021. LifeMD, Inc. was founded in 1994 and is headquartered in New York, New York.
No other changes.
No other changes.
Last report4 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Annual filing, covered
10-K parsed · Mar 10 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 10 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Largest filed tie
0
filed ties
Same SIC code · 6
Same SEC industry code: Hims & Hers Health, Inc., Teladoc Health, Inc., Airsculpt Technologies, Inc. and 3 more; of LifeMD, Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 6
Same SEC industry code: Hims & Hers Health, Inc., Teladoc Health, Inc., Airsculpt Technologies, Inc. and 3 more; of LifeMD, Inc.'s 6 closest co-movers, 1 shares that code.
−7.61%
vs ±19.3% implied · ×0.39
shaded = implied · ▲▼ = realized
LifeMD, Inc.
2.22
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $12.5M | 13.20% | +8.03% |
| Federated Investors | $11.3M | 11.95% | +169.62% |
| Vanguardindex-like | $7.2M | 7.55% | +4.27% |
| State Streetindex-like | $5.4M | 5.74% | +22.63% |
| Renaissance Technologies | $4.5M | 4.70% | −3.47% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $12.5M | 13.20% | +8.03% |
| Federated Investors | $11.3M | 11.95% | +169.62% |
| Vanguardindex-like | $7.2M | 7.55% | +4.27% |
| State Streetindex-like | $5.4M | 5.74% | +22.63% |
| Renaissance Technologies | $4.5M | 4.70% | −3.47% |
Bull1
Bear2
Expected move
Inputs8Q avg ±20.0%·×0.87·fair
straddle ±20.5%
spot 2.18exp Nov 20ATM strike 2ATM straddle 0.53IV 141%