Guardian Pharmacy Services (GRDN) Investor presentation summary

Leadership and experience

• Co-founders have deep industry experience, including prior successful exits and leadership roles in pharmacy and healthcare services.

• Investor relations led by a seasoned equity markets professional with experience at major financial institutions.

Market positioning and opportunity

• Focused on the $7 billion ALF and memory care pharmacy market, serving over 1 million residents.

• Holds a 13% nationwide ALF market share, serving approximately 140,000 ALF residents and 205,000 total residents.

• Market is highly fragmented with over 1,200 independent pharmacies, offering significant growth potential.

Business model and competitive advantages

• Service-led, tech-enabled model with local service and centralized support, driving high adoption rates (~90%) in ALF.

• Proprietary technology ecosystem integrates robotics, eMAR, and clinical intelligence for improved accuracy and adherence.

• High barriers to entry due to regulatory complexity, scale requirements, and need for specialized talent.