INVESTMENT SPOTLIGHT · SEPTEMBER 29, 2026

NASDAQ: POM

THE GROWTH INSIDE THE STORY.

Pomdoctor’s digital healthcare business is expanding.
The next opportunity: turning growth into greater value.

$57.2M REVENUE   |   69.3% GROWTH   |   32.7% MARGIN

Fiscal 2025: total revenue; Internet hospital revenue growth; Internet hospital gross margin.

NASDAQ: POM deserves a closer look. Pomdoctor combines an established healthcare operation with rapid reported growth in its Internet hospital segment. Market Scope Digest sees meaningful revaluation potential if that momentum translates into a stronger revenue mix, recurring customer relationships and better financial performance.

Fiscal 2025 revenue increased 16.7% to $57.2 million. Within that business, Internet hospital revenue rose 69.3% to $21.6 million, driven primarily by online pharmacy sales. That segment’s 32.7% gross margin gives its expansion particular significance: a greater share of sales from the stronger business could make consolidated revenue more productive.

The opportunity begins with an operating business already generating substantial sales. Pomdoctor’s next challenge—and the foundation of the investment case—is to turn that commercial activity into stronger economics while developing additional sources of growth.

THE INVESTMENT CASE: Grow the stronger business. Build recurring services. Improve shareholder economics.

A Better Mix.
A Different Equation.

The margin gap reveals the opportunity. Pomdoctor’s Internet hospital business generated a materially higher gross margin than its pharmaceutical supply-chain operation in fiscal 2025.

As the higher-margin segment becomes a larger portion of sales, consolidated gross profit could improve even without an increase in total revenue. This creates an identifiable path toward stronger economics inside the existing operation.

For investors, that distinction matters. Revenue growth attracts attention, but the quality of that revenue can change the investment story. Expanding the portion of the business that generates more gross profit per dollar of sales could strengthen Pomdoctor’s financial foundation.

What Could That Be Worth?

Holding annual revenue near $57.2 million and retaining the reported 2025 segment margins, Market Scope Digest’s illustrative model produces the following gross-profit outcomes:

Revenue mix	Annual gross profit
Fiscal 2025 reported result	$7.5 million
Internet hospital: 50% of total sales	~$9.7 million
Internet hospital: 60% of total sales	~$11.5 million

The scenarios imply approximately $2.2 million to $4 million in additional annual gross profit, without assuming higher consolidated revenue. They are arithmetic illustrations, not company guidance or forecasts of net profitability. Segment margins are assumed constant; operating expenses, interest and taxes still matter.

Nevertheless, the relationship is compelling: a better business mix could become a meaningful driver of improved financial performance.

NASDAQ: POM

Build the Relationship.
Expand the Opportunity.

Management’s strategy links wearable monitoring, AI analysis, physician services, payments and fulfillment. The commercial ambition is to support patients over time, creating opportunities for repeat engagement and recurring revenue.

CONNECT Monitoring and ongoing care

RETAIN Memberships and repeat relationships

EXPAND Institutional distribution

Management strategy; commercial outcomes remain to be demonstrated.

Chronic-disease memberships could strengthen customer retention and revenue visibility. A service that customers choose to renew can create a more predictable commercial relationship while supporting additional demand for monitoring, consultations and pharmaceutical fulfillment.

Enterprise and hospital programs could widen distribution through institutional relationships. The most valuable evidence will be paying customers, renewals and contracts that demonstrate sound economics. Successful commercialization would give investors measurable reasons to reassess the company’s growth potential.

Preparations for potential U.S. expansion add a longer-term opportunity. Recruitment, localization, compliance work and exploratory partner discussions could lead toward pilots and, if successful, paid deployments. These initiatives remain in development, making commercial execution the essential measure of progress.

The Revaluation Opportunity

The strongest investment case emerges when several improvements begin working together. Stronger digital sales could increase gross profit. Productive recurring services could improve revenue visibility. Institutional relationships could broaden distribution. Better cash performance and financing could allow more of that progress to benefit shareholders.

Successful execution could give investors a substantially stronger business to value. That is the opportunity Market Scope Digest sees in NASDAQ: POM: an established revenue base, rapid reported growth in its stronger-margin segment and developing opportunities to create a more valuable healthcare operation.

The next chapter will be written through reported results. Sustained digital growth, paying members, renewals, productive contracts and improved liquidity would provide tangible evidence that the strategy is advancing.

For investors researching speculative healthcare growth opportunities, NASDAQ: POM merits serious attention.

Investment considerations: Significant debt, financing needs, potential dilution, fiscal 2025 losses and cash consumption, and an auditor’s going-concern warning materially affect this thesis. New services and U.S. expansion remain developing initiatives. POM is speculative, and investors can lose their entire investment. This material presents research and opinion, not guaranteed returns or individualized investment advice.

Sources Consulted: Pomdoctor’s fiscal 2025 financial results and Form 20-F; August–September 2026 company disclosures concerning revenue strategy, healthcare technology and U.S. expansion preparations; Market Scope Digest’s September 29, 2026 investment thesis.