1. It's like Google Ads for pharmaceutical companies, enabling them to deliver targeted drug information, patient savings, and support programs directly within doctors' e-prescribing and electronic health record (EHR) systems.

2. Think of it as a specialized Salesforce or HubSpot for pharmaceutical companies, focused on digitally engaging healthcare providers and patients at the point of care within clinical workflows.

3. It's akin to WebMD or GoodRx, but integrated into the doctor's workflow, allowing pharmaceutical companies to provide actionable drug information, savings, and support directly to prescribers and patients at the point of care.

• Provider Messaging & Workflow Solutions: Delivers critical prescription drug information, patient support programs, and financial assistance directly to healthcare providers within their electronic health record (EHR) systems.
• Patient Affordability & Engagement Programs: Provides patients with digital access to medication co-pay savings, educational resources, and tools designed to improve treatment adherence.
• Digital Therapeutics (DTx) Commercialization Services: Supports life sciences companies in integrating and promoting their prescription digital therapeutics within clinical workflows and patient care pathways.

OptimizeRx (OPRX) primarily sells to other companies, specifically within the pharmaceutical and life sciences industries.

While OptimizeRx's customer base includes a wide array of companies in these sectors, specific individual major customer names are generally not publicly disclosed by OptimizeRx. This is common practice in the industry due to client confidentiality agreements and the fact that their revenue often comes from a diversified portfolio of clients rather than a few dominant accounts.

Therefore, it is not possible to list specific company names and their symbols as major customers. However, the categories of companies they serve are:

• Pharmaceutical Companies: These are the core customers that leverage OptimizeRx's platform to enhance communication with healthcare providers and patients, particularly for their drug brands, patient support programs, and financial assistance initiatives.
• Life Sciences Organizations: This broader category encompasses companies involved in biotechnology, medical devices, and other health-related products that utilize OptimizeRx's solutions for patient engagement, education, and adherence.

OptimizeRx's business model involves serving numerous brands and divisions within these large industries, rather than relying heavily on one or two specific clients.

• Amazon.com, Inc. (AMZN)
• Microsoft Corporation (MSFT)
• Oracle Corporation (ORCL)
• Veradigm Inc. (MDRX)

Steve Silvestro, Chief Executive Officer

Steve Silvestro was appointed Chief Executive Officer of OptimizeRx in March 2025, having previously served as President and interim CEO, and initially joining the company in April 2019 as Chief Commercial Officer. He brings over two decades of experience in health technology and services. Prior to OptimizeRx, Mr. Silvestro held leadership roles at CCH Tagetik, Prognos Health, Inc., and Decision Resources Group. During his tenure at Decision Resources Group, he was a key leader in growing the company's revenue from $30 million to $180 million.

Edward Stelmakh, Chief Financial & Strategic Officer

Edward Stelmakh has over 30 years of experience in organizations undergoing significant changes, including international expansions, new product launches, financial/operational turnarounds, and mergers & acquisitions. Before joining OptimizeRx, he served in various leadership capacities at Otsuka America Pharmaceuticals Inc. His roles at Otsuka included leading the finance team as CFO through the Abilify loss of exclusivity and later serving as CFO/COO, where he led a multidisciplinary team through product lifecycle management, new product launches, strategy development, and M&A activities. Mr. Stelmakh's career also includes finance and operations positions at Covance/LabCorp, Mylan, Organon/Schering-Plough, Sanofi-Aventis, and Johnson & Johnson, with international assignments in the Netherlands and Russia.

Theresa Greco, Chief Commercial Officer

Theresa Greco continues to serve as the Chief Commercial Officer at OptimizeRx. In this role, she is focused on the company's growth plan and its transition to a recurring revenue model.

Marion Odence-Ford, Chief Legal & Administrative Officer

Marion Odence-Ford holds the position of Chief Legal & Administrative Officer, with expanded responsibilities that encompass administrative functions in addition to legal, compliance, and governance matters.

Andy D'Silva, Chief Business Officer

Andy D'Silva joined OptimizeRx in 2021 and has been instrumental in shaping its financial strategy and growth. Prior to becoming Chief Business Officer, he was the Senior Vice President of Corporate Finance, overseeing financial planning and analysis, investor relations, and supporting the company's M&A activities. Earlier in his career, he worked as a Senior Healthcare Research Analyst at B. Riley Securities and a Managing Director on Merriman Capital's equity research team. He possesses nearly 15 years of experience in healthcare and capital markets, focusing on growth and strategic transformation, corporate finance, business development, investor relations, and M&A.

• The expansion of Surescripts' patient support and messaging solutions. Surescripts, a dominant player in the e-prescribing network, is continuously enhancing and promoting services like Real-Time Benefit Check, Electronic Prior Authorization, and direct messaging capabilities at the point of prescribe. These offerings directly compete with OptimizeRx's core business of delivering patient affordability and educational messages to prescribers. Surescripts' deep integration into the e-prescribing workflow and widespread adoption among prescribers positions it as a significant, continuously emerging threat as it expands its direct-to-provider/patient pharmaceutical support features.
• Major EHR System Vendors (e.g., Oracle Health/Cerner, Epic) enhancing native pharmaceutical and patient engagement services. While OptimizeRx integrates with these systems, there is an ongoing trend for dominant EHR vendors to expand their native capabilities related to patient engagement, provider workflow optimization, and direct communication channels for pharmaceutical information and patient support. Should these platforms decide to offer more comprehensive, in-house solutions for delivering patient affordability programs, adherence tools, or pharmaceutical messaging directly within their own systems, it could reduce the need for third-party integrators like OptimizeRx, posing an emerging threat to OptimizeRx's reliance on these integrations.

OptimizeRx (OPRX) operates within the digital health and pharmaceutical marketing sectors, focusing on connecting life sciences companies with healthcare providers (HCPs) and patients through various digital channels. Its main products and services include digital health messaging via electronic health records (EHRs), e-prescribing, and telehealth platforms, offering solutions such as Brand and Clinical Messaging, Financial Messaging (e.g., co-pay offers), and Patient Engagement. The company also leverages its Dynamic Audience Activation Platform (DAAP) for AI-driven marketing and Micro-Neighborhood Targeting (MNT) for direct-to-consumer (DTC) audience activation, along with media execution solutions across various digital channels and patient support services.

The addressable markets for OptimizeRx's main products and services are substantial, primarily within the United States.

• U.S. Digital Health Market: This market was estimated at approximately USD 160.4 billion in 2024. It is projected to reach USD 695.2 billion by 2033, demonstrating a compound annual growth rate (CAGR) of 15.39% from 2025 to 2033. Other estimates place the U.S. digital health market at USD 81.17 billion in 2023, with a projection to reach USD 276.62 billion by 2030 at a CAGR of 19.5% from 2024 to 2030. A separate forecast indicates the U.S. digital health market, valued at USD 79.14 billion in 2024, is expected to grow to USD 238.65 billion by 2034 with an 11.67% CAGR.
• U.S. Pharmaceutical Marketing and Advertising Spend: In 2022, pharmaceutical marketing spend in the U.S. reached USD 90 billion. The top 10 pharmaceutical companies in the U.S. alone spent approximately USD 13.8 billion on advertising and promotion in 2023.

Here are 3-5 expected drivers of future revenue growth for OptimizeRx (OPRX) over the next 2-3 years:

1. Increased Guidance and Strong Contracted Revenue: OptimizeRx has provided optimistic forward guidance, projecting revenues between $105 million and $109 million for fiscal year 2025 and between $118 million and $124 million for 2026. This upward revision is underpinned by significant year-over-year gains in contracted revenue, indicating a robust pipeline and continued demand for their services.
2. Expansion of Customer Base and Increased Revenue per Manufacturer: The company is observing positive Request for Proposal (RFP) trends for 2026 across both Healthcare Professional (HCP) and Direct-to-Consumer (DTC) channels, suggesting an expanding market interest and customer acquisition. OptimizeRx has also seen an increase in the average revenue generated from its top 20 pharmaceutical manufacturers, rising to $3.1 million in Q3 2025 from $2.9 million in Q3 2024.
3. Favorable Product Mix and Operational Excellence Leading to Gross Margin Expansion: OptimizeRx has demonstrated an improved gross margin, expanding from 63.1% in Q3 2024 to 67.2% in Q3 2025. This expansion is attributed to a favorable product mix and economies of scale, highlighting the company's ability to optimize its offerings and cost structure for increased profitability and potentially higher-value engagements.
4. Transition to a Subscription-Based Revenue Model: OptimizeRx is transitioning towards a more predictable, subscription-based revenue model, with a substantial portion of its business stemming from renewals. This shift enhances financial stability by providing recurring revenue streams and improved visibility into future earnings.
5. Strategic Partnerships and Platform Innovation: The company is engaging in strategic partnerships, such as the early-stage rollout with Lamar Advertising, which aims to reach clinically relevant audiences through out-of-home healthcare advertising. While not factored into 2026 forecasts, these collaborations and continued innovation in their Data Activation Platform (DAP) and GTC platform are expected to drive future growth by expanding their reach and service offerings.

Share Repurchases

• On May 17, 2022, OptimizeRx's Board of Directors authorized a share repurchase program for up to $20 million of its outstanding common stock.
• On March 14, 2023, the Board of Directors authorized a new share repurchase program, allowing OptimizeRx to repurchase up to $15 million of its common stock.
• The company's strategy for share repurchases is opportunistic, aiming to enhance shareholder returns while maintaining a strong working capital position for future growth and M&A activities.

Share Issuance

• OptimizeRx has an effective shelf registration statement allowing for the issuance of up to $75 million of various securities, including common stock, preferred stock, debt securities, warrants, or units.
• Common shares outstanding were approximately 18,490,385 as of March 11, 2025.
• Common shares outstanding increased to approximately 18,640,652 as of October 24, 2025.

Outbound Investments

• In 2023, OptimizeRx acquired Medicx Health, an omnichannel marketing and analytics company focused on healthcare consumers.
• This acquisition was made to significantly expand OptimizeRx's presence with consumers and patients.

Capital Expenditures

• Capital expenditures were reported as $0.45 million in 2020, $0.87 million in 2022, and $0.24 million in 2023.
• In 2024, capital expenditures were approximately $0.49 million, and for 2025, they were approximately $0.12 million (this appears to be a partial year or trailing 12 months data).