Healthcare

GoodRx Holdings

GoodRx Holdings Jonathan Poland

GoodRx Holdings, Inc. (GDRX) provides information and tools to help consumers compare and save on prescription drug prices through its subsidiaries. It operates a platform that offers geographically relevant prescription pricing information and access to discounted prices through GoodRx codes. In addition, the company provides additional healthcare products and services such as subscriptions, solutions for pharmaceutical manufacturers, and telehealth services. It serves as a liaison between pharmacy benefit managers, consumers, and pharmacies, helping to establish pricing for prescription transactions and formularies.

as of February 22, 2023

Cat is out the bag as many others are trying to copy GoodRx’s model, which is always a good thing for the market. That said, GoodRx down 90% since going public is not great for shareholders of 2020-2022, but it’s 2023 now. The company has an incredible 92% gross margin rate and once it gets some of the operating spending under control would be highly profitable in my opinion. The stock is worth more than $5 a share, but only time will tell if the business can navigate competition. I think it’s more of an acquisition target than an independent entity.

Generic Drug Manufacturers

Generic Drug Manufacturers Jonathan Poland

The generic drug industry is a sector of the pharmaceutical industry that focuses on the development, production, and marketing of generic medications. Generic drugs are copies of brand-name drugs that have the same active ingredients, strength, and dosage form as the original medication, but are typically sold at a lower price. The generic drug industry plays an important role in providing affordable and accessible medication to patients, and has seen significant growth in recent years due to a number of factors, including an increase in the number of brand-name drugs going off-patent and the growing demand for generic medications.

Industry’s Top Companies:

  • Zoetis
  • Takeda
  • Haleon
  • Viatris
  • Teva Pharmaceutical
  • Dr. Reddy’s
  • Catalent
  • Perrigo
  • Evotec
  • Bausch Health Companies
Learn More
Concentration Risk Jonathan Poland

Concentration Risk

Concentration risk refers to the risk that a specific investment or group of investments could pose a threat to the…

Strategic Planning Techniques Jonathan Poland

Strategic Planning Techniques

Strategic planning is the process of defining an organization’s direction and making decisions on allocating its resources to pursue this…

Supply Risk Jonathan Poland

Supply Risk

Supply risk refers to the likelihood that a disruption in the supply of goods or services will negatively impact a…

Disruption Strategy Jonathan Poland

Disruption Strategy

A distribution strategy outlines how a company plans to make its products or services available to customers. This includes not…

What is Media? Jonathan Poland

What is Media?

Media refers to the various channels through which information and entertainment can be delivered.

Consumer Services Jonathan Poland

Consumer Services

Consumer services are services that are provided to individual consumers, rather than to businesses or organizations. These services are typically…

Administrative Skills Jonathan Poland

Administrative Skills

Administrative skills are abilities and personality traits that enable a person to be efficient and organized in a workplace setting.…

Executive Hiring Jonathan Poland

Executive Hiring

Hire 1 to hire 10. Never hire individual team members, always focus on making a single hiring of a manager…

Decision Framing Jonathan Poland

Decision Framing

Decision framing refers to the way in which a choice or dilemma is presented or structured. This includes the language…

Content Database

Sustainable Design Jonathan Poland

Sustainable Design

Designing for sustainability involves creating products, services, and processes that minimize environmental impact and enhance quality of life for the…

Accountability Jonathan Poland

Accountability

Accountability refers to the responsibility of an organization or individual to provide explanations for their actions and accept responsibility for…

Net Nuetrality Jonathan Poland

Net Nuetrality

Net neutrality is the principle that all internet traffic should be treated equally, without discrimination or preference given to certain…

Bioceres Corp Jonathan Poland

Bioceres Corp

Bioceres Crop Solutions Corp. (BIOX) is an Argentina-based agricultural technology company that focuses on developing sustainable solutions to improve crop…

Division of Labor Jonathan Poland

Division of Labor

The process of dividing work into specific roles, tasks, and steps is known as division of labor. This allows individuals…

Implementation Risk Jonathan Poland

Implementation Risk

Implementation risk refers to the potential negative consequences that a business may face as a result of difficulties or failures…

Fixed Assets Jonathan Poland

Fixed Assets

Fixed assets are long-term physical resources that are used in a business to produce goods or services. They are also…

Innovation Principles Jonathan Poland

Innovation Principles

Innovation principles are guidelines that an organization adopts as a basis for innovation activities. They are typically considered foundational policy…

Strategic Communication Jonathan Poland

Strategic Communication

Strategic communication is the deliberate planning, dissemination, and use of information to influence attitudes, beliefs, and behaviors. It is a…