GoodRx Holdings

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.

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