来源：Gangtise投研

Medifast（MED.N） 2024年第三季度业绩电话会：面对GLP-1药物市场的变革，公司2024年第三季度营收1.402亿美元，同比下降40.6%。公司通过培训教练支持GLP-1用药者，预计相关市场到2030年可达500亿美元。同时，公司预计有5000万停药者构成潜在市场，并计划推出新产品Octavia Ascend，专为GLP-1药物使用者设计。营销支出调整至2000万到2500万美元，与Life MD合作展现潜力。财务方面，营收下降主要受活跃教练数量减少影响，毛利润率提高至75.4%，SG&A费用占比上升至73.9%，净利润为110万美元。公司现金及投资余额1.7亿美元，无有息债务，预计第四季度营收1亿到1.2亿美元。

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