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GoodRx (GDRX) investor relations material
GoodRx 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Industry trends and consumer behavior
Shifts in ACA subsidies and Medicaid coverage are increasing the uninsured and underinsured population, driving more consumers to seek cash options for prescriptions.
About 90% of users have insurance, but rising underinsurance is pushing more to use alternative savings platforms.
Drug affordability and accessibility remain central policy themes, but actionable solutions require public-private partnerships.
Retail pharmacy and business model evolution
Direct contracts now exist with nine of the top ten retailers, improving pharmacy margins and efficiency.
Brand point-of-sale buy-down programs are making branded prescriptions profitable for pharmacies.
Store closures, like Rite Aid’s, require active recapture of scripts, with 20–40% typically regained over time.
Subscription and manufacturer solutions growth
Launched condition-based subscriptions (ED, hair loss, weight loss) in 2025, focusing on branded therapies and industry-leading pricing.
Manufacturer Solutions drove over 40% year-over-year growth in 2025, fueled by pharma’s shift to direct-to-patient strategies.
New technology enables targeted outreach to healthcare providers, with 1.4 million HCPs using the platform annually.
- TimeTickerHeadlineOpen
- 6 FebSCW
Revenue at 15.86 mln PLN, backlog 17.14 mln PLN, and major space contracts drive 2025 outlook. - 6 FebSCW
Space segment growth drove a 21% revenue increase in Q3 2024, with a strong contract backlog. - 6 FebPENG
All proposals passed, with no questions raised during the Q&A session. - 6 FebSCW
Q2 2024 revenue up 115% y/y, backlog nearly doubled, Space segment leads growth. - 6 FebPECO
2026 FFO per share growth guided at 5.5% with record occupancy and strong acquisitions. - 6 FebISCTR
Net profit up 90% in 2025, with strong NIM, fee growth, and positive 2026 outlook. - 6 FebSCW
Q2 2025 revenue surged 120% y/y, driven by a record Asian contract and a tripled backlog. - 6 FebSCW
Q1 2025 revenue jumped 97% year-over-year, with strong backlog and major new contracts secured. - 6 FebSCW
Q3 revenue up 39% y/y, backlog at 58.3 mln PLN, Space leads growth with global contracts. - 6 FebGHM
Q3 FY26 delivered 21% revenue growth, record backlog, and raised full-year guidance.
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