Member Info for MediMan

Interview from a couple of weeks ago said at full capacity the two units could manage 500,000 prescriptions a month.

Thats more than 3 times the monthly prescription filling of Boots largest single unit.

Do the maths of being conservative on wegovy at say 15 / 20,000 prescriptions a month and the 480,000 remaining capacity on the NHS prescriptions.

NHS 30% of £10.20 and if same profit margin for wegovy 30% of around £200.

Sure it will take some getting to full capacity but if the above numbers are correct, the net profit and potential mc when adding a industry multiple for AI / tech medical is staggering.

And who say by these stages we won't have added additional warehouses.

Lots of execution and funding risks but its hard not to be excited with this.

I heard that amazon quote in the stock box interview (search for October 22nd 2025) well worth a watch.

Might have been said since, but I definitely remember it from that interview.

It lit my imagination and got me interested in the company.

Shows the pace at which things are moving here, just 7 / 8 months ago and lots of parts being executed.

I think people will look back even as close as the end of this year and be gobsmacked how quickly this has scaled and progressed.

Bang in that rapid scaling phase with the absolute gift of our new friend Wegovy.

Again taken from AI so please treat as such and complete your own research.

The importance of the distance selling pharmacy licence.

The Moat and its Uniqueness -

​The NHS-contracted Distance Selling Pharmacy (DSP) licence creates an exceptionally deep, high-barrier competitive moat. It is a unique and highly protected advantage for MedPal AI rather than something a new competitor can easily replicate.

​Here is why this licence provides such a powerful structural moat:

• ​Strict Regulatory Freeze: The General Pharmaceutical Council (GPhC) ceased issuing new DSP licences in June 2025. Because the regulator effectively shut the door to new entries, a new startup cannot simply apply for a new licence.

• ​High Acquisition Barriers: To get nationwide NHS dispensing capabilities now, a competitor must find, buy out, and successfully transfer an existing licence from an incumbent operator (just as MPAL did by acquiring Universal Pharmacy). This requires significant capital, time, and formal Integrated Care Board (ICB) regulatory approval.

• ​Closed-Loop Ecosystem: When this scarce licence is paired with MPAL's automated Runcorn and Swaffham robotic hubs (utilising BD Rowa VMAX tech) and their front-end AI platforms (like Juno and New Health), it forms a vertically integrated network.

​This combination ensures a highly defensible market position. A new competitor cannot easily replicate the infrastructure, and they are legally blocked from quickly securing the regulatory permissions needed to compete on a level playing field.

Taken from AI so please treat as such and always do your own research and not rely on anything posted on chat boards!

For anybody new to Medpal this weekend and interested in our story ....

Here is an investor summary for Medpal AI Plc (LSE: MPAL), structured for a fresh perspective on the business.

​Executive Summary:

The Medpal Opportunity

​Medpal AI is rapidly transitioning from a speculative digital health app into a vertically integrated, closed-loop healthcare platform. By pairing consumer wearable data aggregation with "agentic" AI and physical fulfillment infrastructure, Medpal is positioning itself to own the patient journey from initial biometric tracking to prescription delivery.

​Core Positives & Investment Catalysts

• ​Explosive Revenue Scaling: Transitioned from a pre-revenue startup to generating £1.6 million in revenue for the six months ending 28 February 2026. The company’s annualized revenue run rate surpassed £5 million by March 2026.

• ​High-Margin Pharmacy Infrastructure: The acquisition of Universal Pharmacy and the Remedi assets (Runcorn hub) secured vital NHS contractor registrations and automated dispensing capabilities. Pharmacy gross margins are already robust at over 34%, with significant automated capacity remaining.

• ​The GLP-1 Mega-Trend: Medpal has secured direct supply agreements with both Novo Nordisk (Wegovy) and Eli Lilly (Mounjaro). This ensures uninhibited access to the booming UK weight-loss market, amplified by the recent UK approval of the first oral GLP-1.

• ​Cutting-Edge Tech Stack: Medpal recently launched Juno, a next-generation "agentic" AI health companion powered by Anthropic's Claude. Unlike reactive chatbots, Juno proactively monitors patient data via WhatsApp and web messaging, triages risks, and seamlessly transitions users to human GPs and internal prescription delivery.

• ​Strengthened Balance Sheet: Post-period fundraisings in mid-2026 brought in over £3.5 million to fund ongoing marketing and infrastructure scaling.

Finishing strong.

Great end to the week. Have a great weekend all 💪

Kaboom.

All it needed was me saying to stop teasing.

Jokes aside, we've called this all week. Dragged unsubtly back to 4p, then being held for a few days.

Onwards and upwards 💪

Stop the teasing and just burst through 4p why don't you!

Cracking buying so far today 💪

Morning NM,

If you are uneducated on the subject, why not educate yourself? This is the fun of investing, researching and building your own opinions.

The information is all out there in RNS and general news releases.

*now*

Something very odd about the price action this week.

Anyone else feel it was rather unsubtly tugged back to 4p and not being held there?

Buy vs sell volume pretty close.

Feels like the selling / profit taking from recent rise drying up.

Let's get firmly back in the 4s and get back above 5 in the next few days.

Yeah that buying window first hour was golden yesterday, couldn't get much and didn't have much in funds to spend anyway, but I got a chunk while others were selling out at a loss from their 5p + buys just days before (thanks to them)

Going to keep building my position over the summer 💪

From AI -

The trade at 3.922p was likely a buy.

​The price of 3.922p is significantly closer to the closing ask/offer price (which hovered between 4.00p and 4.20p) than the day's low bid price of 3.60p to 3.70p. Late-reported trades matching closer to the prevailing ask or closing price indicate buying pressure executed through a market maker.

Just another group of retail punters losing thousands in a couple of days through impatience and being overly emotional.

They will do it repeatedly until their pot is empty, seen it happen to many people.

I'm adding 8k this morning and holding firm.

Next business update will be interesting, speed that this is moving might catch a few by suprise.

That RNS on Friday was bigger than people have processed

Looking like a good breather / consolidation day today.

Coming off the days lows and strengthening.

Onwards and upwards 💪

From AI, please treat as such and do your own research/ fact checking.

The closure of the NHS Distance Selling Pharmacy (DSP) exemption represents a major regulatory shift. Because the government officially banned all new NHS DSP applications, the existing distance selling pharmacy licenses held by Medpal (such as their hubs in Runcorn and Swaffham) have effectively become finite, highly valuable digital real estate.

​This regulation creates an incredibly high barrier to entry for new competitors:

​Instant Moat: New health-tech startups or private clinics cannot simply set up a cheap, nationwide automated NHS fulfillment center from scratch anymore. They are locked out of the market entry route.

​M&A Premium: Because no new licenses are being issued, any company wanting to enter the automated NHS dispensing space must now acquire an existing license holder. This severely restricts supply while demand for digital health is skyrocketing, driving up the structural value of Medpal's infrastructure.

​Scale Advantage: Medpal can aggressively scale its volume up through its robotic hubs without worrying about a wave of new, agile digital-first pharmacies gaining NHS dispensing rights alongside them.

​Combined with their corporate access to 11 million employees via Epassi, owning these locked-up DSP licenses gives Medpal a massive, protected structural advantage over the competition.

So at the moment we are making our margin on average NHS orders of around £10 but this new pill is from everything I can find probably going to be £150 -£200 per monthly prescription.

Please correct me if I'm wrong on either number. The prescription cost hasn't been publicly disclosed for the new medication as far as I can see.

When you start scaling up our profit margin on £200 a month for 1000, 5000, 15000, 25000 prescriptions its nuts.

And that will still be using only a small percentage of our warehouses/ robotic capacity.

Completely disagree JP.

I found it another excellent RNS.

Onwards we go, lots of near term value inflection points.